Semiconductors, Data Centers & AI

There is no denying that silicon carbide (SiC) MOSFETs are the story of the next decade for electric vehicle power electronics. The material improves powertrain efficiency (EV range), operates at higher voltages for faster charging, and creates new materials opportunities, such as Ag or Cu sintering, as power densities and operational temperatures increase.

In a recently published article, AI and Security: Ensuring That Opportunities Outweigh the Threats, IDTechEx discussed the importance of ownership and culpability when it comes to deploying AI tools, especially in the context of creative works. This matter of accountability and the potential insidious use of artificial intelligence in the creation of intellectual property is a theme touched on in the first episode of the new Black Mirror season, "Joan Is Awful".

The success of electric vehicles in the construction industry will largely be determined by battery prices being low enough that the total cost of ownership is cheaper than diesel alternatives.

This is a data-centric world. The growing amount of data generated in various industries increasingly drives the demand for high-bandwidth computing. Applications such as machine learning and AI require powerful processing capabilities, leading to the need for dense transistor placement on chips and compact interconnection bump pitches in packaging.

Anyone with access to social media platforms will likely have heard of ChatGPT by now. Created by OpenAI and released in November 2022, the generative AI tool had 100 million registered users as of three months after release, with it - the world's most advanced chatbot - being used to answer simple queries, write songs, and draft press releases, all with varying degrees of success.

In this complimentary whitepaper, Dr Tess Skyrme outlines the specific applications for quantum computing within the automotive industry.

Over the past 16 years, the thermal design power (TDP) of GPUs has quadrupled. With the increasing demand for AI, cloud computing, and crypto mining, IDTechEx expects the power consumption of server boards and data centers to continue rising.

Computer chips have been part of cars for a long time, but no one really cares about them until they stop working or they are late to the production line, grinding manufacturing to an industry-shaking halt

While the current AI boom is only just getting started, an early winner is Nvidia, who - on Tuesday, May 30th - saw the company's market capitalization exceed US$1 trillion for the first time. For a chip designer with no fabrication capabilities of its own, this is a significant moment.

Wednesday 21 June 2023 - IDTechEx's Key Semiconductor Trends in Edge AI, Automotive, and Advanced Semiconductor Packaging. AI-crucial technologies, such as autonomous driving, and the current state of the technology landscape; AI as enablers of new functionalities at the edge, such as for the smartphone market; Requirements for AI hardware at the edge; Semiconductor technologies used in autonomous vehicles; Capabilities of automotive semiconductor suppliers and the role of foundries; Key technology trend in semiconductor packaging; Growth drivers in main application areas for advanced semiconductor packaging: high performance computing (HPC) applications/data centers, communication networks, autonomous cars, and consumer electronics