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Semiconductors, Data Centers & AI

Beyond Oil: Middle East Tensions Chokehold Global Helium Supply

Beyond Oil: Middle East Tensions Chokehold Global Helium Supply

Artificial Intelligence Research
Apr 22, 2026
Join Our Expert Webinar on Humanoid Robots in Industry

Join Our Expert Webinar on Humanoid Robots in Industry

Join IDTechEx Technology Analyst Shihao Fu on Thursday 30th April for the expert-led webinar, "Humanoid Robots in Industry: Market Readiness, ROI, and 10-Year Outlook". Choose your preferred time zone - the webinar runs three times in one day.
Artificial Intelligence Research
Apr 21, 2026
Power Electronics Market to Exceed US$65 billion by 2036

Power Electronics Market to Exceed US$65 billion by 2036

IDTechEx forecasts the power electronics market to exceed US$65 billion by 2036, with EVs and data center power electronics taking up significant market share. Across the power electronics industry, the commercialization of wide bandgap semiconductors SiC and GaN enable increased efficiency and power density. The demands of the EV, data center, and renewables industries differ significantly, resulting in different rates of technological innovation across the power electronics landscape. By understanding how different power electronics applications relate to each other, IDTechEx offers a unique, cross-application insight into the power electronics industry as a whole.
Artificial Intelligence Research
Apr 20, 2026
Expert Webinar on Photonic Integrated Circuits

Expert Webinar on Photonic Integrated Circuits

Join IDTechEx Senior Technology Analyst Mika Takahashi on Thursday 23rd April for the expert-led webinar, "Photonic Integrated Circuits, Driving an Interconnect Revolution". Choose your preferred time zone - the webinar runs three times in one day.
Artificial Intelligence Research
Apr 16, 2026
Cooling Off with Thermal Management - Electric Cars to Data Centers

Cooling Off with Thermal Management - Electric Cars to Data Centers

As economies worldwide are growing exponentially, there is increasing pressure on many of the major sectors to keep up with global trends. This article covers the need for new thermal management technologies alongside the growing demand for vehicle electrification high performance computing.
Artificial Intelligence Research
Apr 9, 2026
$48B Market for Photonic Integrated Circuit Based Transceivers by 2036

$48B Market for Photonic Integrated Circuit Based Transceivers by 2036

Modern AI and high-performance computing workloads require tremendous amounts of information to be transmitted at enormous speeds between chips, servers, and racks. Traditionally, this has been done with copper wiring over longer distances, but the current generation of architectures has been pushing the physical limits of what copper can achieve, and the industry has been facing a so-called 'interconnect bottleneck'. Photonic integrated circuits (PICs) are an emerging class of integrated circuit that seek to break this bottleneck.
Artificial Intelligence Research
Apr 7, 2026
New Report | Silicon Photonics and Photonic Integrated Circuits

New Report | Silicon Photonics and Photonic Integrated Circuits

IDTechEx's latest report, titled "Silicon Photonics and Photonic Integrated Circuits 2026-2036: Technologies, Markets, and Forecasts", offers an in-depth assessment of the latest advancements in PIC technologies. The report comprehensively analyses the key technologies and components including modulators, light sources, waveguides, and material platforms for photonics, as well as assessing the supply chain, market dynamics, and end-use applications.
Artificial Intelligence Research
Apr 7, 2026
PIC & Mix: How Quantum Tech is Shaking up the Photonics Industry

PIC & Mix: How Quantum Tech is Shaking up the Photonics Industry

In this article, IDTechEx Senior Technology Analyst Noah El Alami investigates how quantum technologies are driving interest into new material platforms for photonic integrated circuits (PICs).
Artificial Intelligence Research
Apr 1, 2026
Optimizing Signal for Communication and Radar with Low-Loss Materials

Optimizing Signal for Communication and Radar with Low-Loss Materials

The emergence of 5G and 6G telecommunications, along with the rise of data center demand and advanced automotive radar systems, is presenting a need for low-loss materials to optimize transmission. This article explores how low-loss materials can prevent transmission losses associated with higher sensitivities and frequencies.
Artificial Intelligence Research
Mar 19, 2026
Expert Webinar | AI Chips at the Edge of Success

Expert Webinar | AI Chips at the Edge of Success

Join IDTechEx Principal Technology Analyst Yu-Han Chang on Thursday 26th March for the expert-led webinar, "AI Chips at the Edge of Success". Choose your preferred time zone - the webinar runs three times in one day.
Artificial Intelligence Research
Apr 22, 2026
Join Our Expert Webinar on Humanoid Robots in Industry

Join Our Expert Webinar on Humanoid Robots in Industry

Join IDTechEx Technology Analyst Shihao Fu on Thursday 30th April for the expert-led webinar, "Humanoid Robots in Industry: Market Readiness, ROI, and 10-Year Outlook". Choose your preferred time zone - the webinar runs three times in one day.
Artificial Intelligence Research
Apr 20, 2026
Expert Webinar on Photonic Integrated Circuits

Expert Webinar on Photonic Integrated Circuits

Join IDTechEx Senior Technology Analyst Mika Takahashi on Thursday 23rd April for the expert-led webinar, "Photonic Integrated Circuits, Driving an Interconnect Revolution". Choose your preferred time zone - the webinar runs three times in one day.
Artificial Intelligence Research
Apr 9, 2026
$48B Market for Photonic Integrated Circuit Based Transceivers by 2036

$48B Market for Photonic Integrated Circuit Based Transceivers by 2036

Modern AI and high-performance computing workloads require tremendous amounts of information to be transmitted at enormous speeds between chips, servers, and racks. Traditionally, this has been done with copper wiring over longer distances, but the current generation of architectures has been pushing the physical limits of what copper can achieve, and the industry has been facing a so-called 'interconnect bottleneck'. Photonic integrated circuits (PICs) are an emerging class of integrated circuit that seek to break this bottleneck.
Artificial Intelligence Research
Apr 7, 2026
PIC & Mix: How Quantum Tech is Shaking up the Photonics Industry

PIC & Mix: How Quantum Tech is Shaking up the Photonics Industry

In this article, IDTechEx Senior Technology Analyst Noah El Alami investigates how quantum technologies are driving interest into new material platforms for photonic integrated circuits (PICs).
Artificial Intelligence Research
Mar 19, 2026
Expert Webinar | AI Chips at the Edge of Success

Expert Webinar | AI Chips at the Edge of Success

Join IDTechEx Principal Technology Analyst Yu-Han Chang on Thursday 26th March for the expert-led webinar, "AI Chips at the Edge of Success". Choose your preferred time zone - the webinar runs three times in one day.
Artificial Intelligence Research
Apr 21, 2026
Power Electronics Market to Exceed US$65 billion by 2036

Power Electronics Market to Exceed US$65 billion by 2036

IDTechEx forecasts the power electronics market to exceed US$65 billion by 2036, with EVs and data center power electronics taking up significant market share. Across the power electronics industry, the commercialization of wide bandgap semiconductors SiC and GaN enable increased efficiency and power density. The demands of the EV, data center, and renewables industries differ significantly, resulting in different rates of technological innovation across the power electronics landscape. By understanding how different power electronics applications relate to each other, IDTechEx offers a unique, cross-application insight into the power electronics industry as a whole.
Artificial Intelligence Research
Apr 16, 2026
Cooling Off with Thermal Management - Electric Cars to Data Centers

Cooling Off with Thermal Management - Electric Cars to Data Centers

As economies worldwide are growing exponentially, there is increasing pressure on many of the major sectors to keep up with global trends. This article covers the need for new thermal management technologies alongside the growing demand for vehicle electrification high performance computing.
Artificial Intelligence Research
Apr 7, 2026
New Report | Silicon Photonics and Photonic Integrated Circuits

New Report | Silicon Photonics and Photonic Integrated Circuits

IDTechEx's latest report, titled "Silicon Photonics and Photonic Integrated Circuits 2026-2036: Technologies, Markets, and Forecasts", offers an in-depth assessment of the latest advancements in PIC technologies. The report comprehensively analyses the key technologies and components including modulators, light sources, waveguides, and material platforms for photonics, as well as assessing the supply chain, market dynamics, and end-use applications.
Artificial Intelligence Research
Apr 1, 2026
Optimizing Signal for Communication and Radar with Low-Loss Materials

Optimizing Signal for Communication and Radar with Low-Loss Materials

The emergence of 5G and 6G telecommunications, along with the rise of data center demand and advanced automotive radar systems, is presenting a need for low-loss materials to optimize transmission. This article explores how low-loss materials can prevent transmission losses associated with higher sensitivities and frequencies.
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