Semiconductors, Data Centers & AI

Thursday 20 July 2023 - Navigating the Liquid Cooling Dominance in Data Centers - An IDTechEx Roadmap; Air cooling: An overview of the traditional air-cooling approach and its benefits and limitations; Direct-to-chip/Cold Plate Cooling: An exploration of cooling methods that involve direct contact between the cooling medium and the chips or the use of cold plates; Immersion cooling: An examination of cooling techniques that utilize immersion of servers or components in dielectric fluids; Coolant comparison and regulations: A comparison of different coolants used in liquid cooling systems, along with relevant regulations; Single-phase and two-phase cooling: An analysis of single-phase and two-phase cooling methods and their applications in data centers; Thermal interface materials (TIMs): An overview of the importance of thermal interface materials in efficient heat transfer within cooling systems.

Thursday 27 July 2023 - Surging Demand for Lithium-Ion Batteries Driving the Carbon Nanotube Market. 10-year market outlook for CNTs; Analysis of CNT usage in the energy storage industry, including technology trends in LiBs and next generation batteries; Overview of other key applications; Discussion of key players and supply chain pain points; Emerging technologies incl. green feedstock

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