Semiconductors, Data Centers & AI

Every decade, a new telecom generation emerges, with 5G currently being commercialized, offering faster data rates, low latency, and enhanced reliability. 6G is characterized by Tbps data rates, microsecond latency, and extensive network dependability.

Spatial computing promises to transform the way we interact with our devices as computing goes truly 3D, with early signs of change already underway. While Apple's upcoming Vision Pro is bringing new excitement to this space, gaming-focused VR (Virtual Reality) headsets from companies including Meta, Sony, and Pico have sold millions of units, and AR (Augmented Reality) glasses from Vuzix, Microsoft, and more have found a valuable place in industry.

Radar has been one of the most significant additions to vehicles in the past two decades. It provides luxury advanced driver assistance system (ADAS) features like adaptive cruise control (ACC), as well as critical safety features like automatic emergency braking and blind spot detection.

Quantum technologies are evolving at a rapid pace. Spurred by the promise of exponentially faster computation and classically unachievable sensitivity, billions of dollars are being poured into the development of quantum computers and quantum sensors.

Wednesday 29 November 2023 - Outlines how the vergence-accommodation conflict is holding back XR from its full potential; Lays out the landscape of potential solutions in augmented and virtual reality (AR/VR) headsets, from light field displays to geometric phase lenses; Compares these approaches by benchmarking on the promotion of social acceptability, manufacturing feasibility, and other factors to lay out the most likely path to integration of these technologies into immersive devices with mass appeal

Friday 24 November 2023 - Advanced Semiconductor Packaging: Materials, Technology, Market Outlook - Advanced semiconductor packaging markets and their mid-long-term opportunity; Player analysis - the dynamics of advanced semiconductor packaging battleground; Industry barriers: Manufacturing challenges and material requirements; Research direction for Advanced Semiconductor Packaging

Tuesday 28 November - What is the state of the quantum technology market in 2023? Quantum Computing: Benchmarking friends and foes; Quantum Sensing: Sensitivity vs. SWAP-C; Quantum Communications: Trading on trust

The use of image sensors is set to revolutionize multiple industries from advanced driver-assistance system (ADAS)/autonomous driving to agriculture, industrial inspections, and medical imaging. The visualization of images beyond the visible light spectrum and the traditional red, green, and blue (RGB) is gaining traction and is set to impact the future of sensors in many more applications.

Virtual and Augmented Reality (VR and AR) headsets share, on the surface, 90% of the same component parts. However, two key technologies separate the former product category, which has sold in the millions on the consumer mass market, from the latter, which is yet to crack the mainstream market. Near-eye optics form one part of the puzzle, but display systems offer an equal challenge.

Wednesday 15 November 2023 - Electric vehicles: Battery strategies; Battery thermal interface materials; Direct oil cooling electric motors; Power electronics and adoption of wide bandgap semiconductors; Fire protection materials. Data centers: Increasing design power; Liquid cooling thermal management strategies; Industrial collaborations and opportunities for players