Semiconductors, Data Centers & AI

Thursday 27 June 2024 - Comprehensive Overview of Thermal Interface Materials: Trends and Developments; An overview of thermal interface materials by TIM form; TIMs in EV battery packs: Trends of TIM's thermal conductivity and property trend; TIMs in EV power electronics: TIM1 (die-attach technologies) and TIM2 overview; TIMs in data centers: TIM opportunities with the transition to liquid cooling; TIMs in 5G TIMs in ADAS; TIMs in consumer electronics

Data centers power the digital world, from storing images of cute cats to analyzing terabytes of data to power the next generation of ChatGPT. In their report "Silicon Photonics and Photonic Integrated Circuits 2024-2034: Market, Technologies, and Forecasts", IDTechEx forecasts rapid, short-term global data center growth due to growth in demand for AI and increased use of cloud-based systems globally.

Quantum computers could solve new sets of problems that might otherwise take super computers thousands of years with the advanced technology of quantum bits.

Thermal interface materials (TIMs) are increasingly adopted, with the market size expected to exceed US$8 billion by 2034. Thermal fillers play a crucial role in TIMs as they directly affect properties such as thermal conductivity, viscosity, cost, abrasiveness, and several other factors.

IDTechEx, a trusted provider of independent market intelligence, have released a new market report, "Thermal Interface Materials 2024-2034: Technologies, Markets, and Forecasts". The report forecasts the global TIM market size will reach around US$7bn by 2034.

The impact of machine learning and data science techniques on the materials industry has grown exponentially since IDTechEx started covering the field of materials informatics in 2020, impacting the real world from lightweight alloys to new battery chemistries.

Thursday 30 May 2024 - Photonic Integrated Circuits: Materials, Forecasts, and How AI Accelerator Demand Is Affecting the PIC Market - What is a photonic integrated circuit? What are current and future applications for PICs? An insight into IDTechEx's Total PIC Market Forecasts; How AI accelerator demand is affecting the PIC Transceivers market; The roadmap for the future of Datacom Transceivers; PIC Material Benchmarks and Forecasts

In the rapidly evolving landscape of Advanced Driver-Assistance Systems (ADAS) and autonomous driving, sensor technologies have emerged as a pivotal force driving innovations in the automotive industry. Among these, three-dimensional (3D) Light Detection and Ranging (Lidar) stands out, offering precise mapping capabilities through laser-based remote sensing.

Could video games and online shopping be possible while the car is on the move? Automotive displays, a market set to be worth US$27 billion by 2034, are a large feature within a vehicle and can act as a hub point for controls and information.

The Silicon Photonics and PICs market is experiencing robust growth, driven by the surge in AI and datacom transceiver demand. Key players in the industry, such as Intel, Coherent, and Infinera, are actively using PICs within their transceivers.