Semiconductors, Data Centers & AI

Webinar: Software Defined Vehicles: Central Compute, OTA Monetization & AI - Market Outlook to 2036 Presenter: Shihao Fu, Technology Analyst, IDTechEx Date: Thursday 21 August 2025 Can't attend live? Register anyway to receive the on-demand recording and presentation slides, available for a limited time.

This report provides an in-depth technical analysis of thermal interface materials (including TIM1/TIM2/TIM1.5) for EV batteries, power electronics, advanced semiconductor packaging, space and satellite technologies, data centers, EMI shielding, 5G, ADAS, and consumer electronics. 10-year granular area (m2), mass (kg), revenue (US$), and TIM unit price (US$) forecasts are given by application. The report covers recent developments in TIM fillers, high-performance TIMs, successful commercial uses, and historic TIM player acquisitions and partnerships. The report also identifies future TIM trends.

Semiconductors, co-packaged optics, and photonic integrated circuits are some of the research topics covered by IDTechEx showcasing the advancements being made in the semiconductor industry. This article explores some of the current trends and developments being made within the sector.

The audio industry may be on the verge of a technological revolution. For over a century, the operating principles of speakers have remained largely unchanged, but this article explores the emergence of MEMS (Micro-Electro-Mechanical Systems) speakers and how this paradigm shift could change the audio industry.

Co-habiting or working alongside robots with humanlike capabilities may no longer be a thing of science-fiction. This article covers humanoid robots, collaborative robots, and vehicle autonomy, as well as the use of AI software within robotics.

As software becomes an increasingly important differentiator and component of autonomous driving, the term 'end-to-end' has been used to describe a new approach to autonomous driving software. End-to-end autonomous driving systems are defined by the input of raw sensor data into a deep learning model, and outputting vehicle control commands such as steering, acceleration, and braking. This represents a paradigm shift from the traditional modular software approach used in autonomous vehicles.

The demand for scalable and efficient storage is at an all-time high, with the strain on data centers becoming increasingly apparent. This article explores sustainable innovations for data centers, alongside cooling technologies.

Helium is favored for cryogenic applications and temperatures close to absolute zero due to its chemical inertness. This article explores different approaches to sourcing helium and its uses in semiconductor manufacturing.

IDTechEx has been studying RFID for over two decades and have just released our latest version of the RFID market research report: "RFID 2026-2036: Forecasts, Players and Opportunities". This report is built on our expertise, covering the latest RFID development trends, key player analysis, and market outlook. The report provides an unbiased review of RFID technology, companies, applications, and the market, providing the reader with a unique insight into the whole RFID sector, including its current state and future possibilities.

The automotive industry is undergoing a foundational shift toward Software-Defined Vehicles (SDVs), where vehicle functionality, user experience, and monetization opportunities are governed increasingly by software rather than hardware. This evolution, captured comprehensively in the latest IDTechEx report, "Software-Defined Vehicles, Connected Cars, and AI in Cars 2026-2036: Markets, Trends, and Forecasts", highlights how central compute and zonal platforms will redefine automotive competition, generating an estimated US$755 billion in hardware revenue by 2029.