Semiconductors, Data Centers & AI

Thursday 5 June 2025 - AI Chips: Energy Consumption Concerns of Large AI Models, GPU Technologies, and the Shift to Custom Silicon; Demand and concerns about large AI models; Current trends in high-performance GPUs; Shift towards cloud service providers (CSPs) using custom silicon in AI data centers; Insights into IDTechEx's 10-year forecasts for the AI Chips market

Materials informatics is reshaping the landscape of materials research and development, bringing the full power of the data revolution to science and engineering. By leveraging AI, machine learning, and advanced analytics, materials informatics is accelerating discovery, streamlining development, and opening entirely new pathways for innovation.

IDTechEx explores the AI chip markets and key technologies seen in today's AI data centers. This article unveils key trends in high-performance GPUs, custom AI ASICs, and emerging AI chip markets.

Wednesday 21 May 2025 - Next-Gen Storage and Emerging Memory: How QLC SSDs and Emerging NVMs Are Changing the Game; Industry trends driving demand for high-capacity storage and non-volatile memory innovation; What QLC SSDs and HDDs are, and how they compare across key metrics such as performance, efficiency, and density; Market analysis: key players, product evolution, and technology scaling; Deep dive into emerging memory technologies: MRAM, ReRAM, PCM, and FeRAM; Benefits and challenges of emerging memory in embedded applications; Real-world use cases across AI, automotive, industrial IoT, and consumer devices; Future outlook and forecast highlights from the IDTechEx report

AI system architectures could surpass the capabilities of Chat GPT in high-end data centers, especially as communication between GPUs becomes more enhanced as a result of better connectivity.

AI and machine learning methods can be used across a battery's entire life, from material discovery and cell testing to second-life assessment, to enhance new developments and diagnostic capabilities.

Tuesday 13 May 2025 - Are Metal-Organic Frameworks (MOFs) Ready for Large Scale Commercialization?; An overview of emerging MOF-based technologies approaching commercialization; Material choices and considerations for MOFs in key applications, such as carbon capture and water harvesting; Scaling MOF production for industrial applications; Market status and outlook for MOF demand based on IDTechEx forecasts

The rise of QLC SSDs is challenging hard disk drives in cold storage and beyond. IDTechEx explores how performance, density, and cost are shifting the economics of data storage.

The ability of PICs to precisely manipulate light at the chip level opens the door to various cutting-edge fields beyond data communication, including sensing, LiDAR, quantum computing, and high-performance computing (HPC).While PIC-based transceivers are set to dominate the market, with long-range transceivers for 5G/6G networks forming the second largest sector of the overall market, other applications for PIC are growing steadily.

Conventional printed circuit board (PCB) manufacturing is wasteful, harmful to the environment and energy intensive. This can be mitigated by the implementation of new recyclable materials and technologies, which have the potential to revolutionize electronics manufacturing.