Semiconductors, Data Centers & AI

In this article, IDTechEx explores the fascinating relationship between quantum computing and AI: two supposed tech revolutions that frequently grab the spotlight. Underneath the hype, there exist both technical synergies and competing market forces.

This new report "Critical Material Recovery 2026-2046: Technologies, Markets, Players" characterizes secondary source critical material recovery markets, technologies, and players. Market roadmaps for emerging secondary sources, value chain analysis, and twenty-year market forecasts from 2026 to 2046 are provided. IDTechEx identifies a significant value opportunity, with the critical material recovery market forecast to grow to over US$66 billion annually by 2046, at a CAGR of 9.2%.

Webinar: IDTechEx Analyzes the Market and Technology: Is Autonomous Driving Software Ready to Take on the World? Presenter: John Li, Technology Analyst, IDTechEx Date: Thursday 11 September 2025

The concept of the Software-Defined Vehicle (SDV) has rapidly emerged as a transformative trend reshaping the automotive industry. Yet, despite widespread use of the term, there remains significant confusion around its core meaning, structural elements, and real-world driving forces.

IDTechEx has released a brand-new market report, "Glass in Semiconductors 2026-2036: Applications, Emerging Technologies, and Market Insights", providing end-to-end market intelligence for seven distinct glass product segments, with technology deep-dives, benchmarking, supply chain mapping, adoption drivers, risk analysis, and unit and revenue forecasts 2025-2036.

The new IDTechEx market report "Glass in Semiconductors 2026-2036: Applications, Emerging Technologies, and Market Insights" provides the first bottom-up market model segmented by seven physical product classes, from carrier wafers through to photonic tiles. Readers will gain a clear picture of how large the opportunity is - US$4.4 billion by 2036.

Webinar: Commercial Quantum Computing: Cloud Services, AI, and Beyond Presenter: Noah El Alami, Technology Analyst, IDTechEx Date: Thursday 4 September 2025

In this article, IDTechEx examines the complex decisions shaping digital transformation in materials R&D and what they mean for the future of AI-powered innovation.

Thermal management technologies have a great prevalence across a number of sectors. This article covers some emerging thermal management methods taking place for EV batteries, data centers, and spacecrafts.

IDTechEx forecasts that the market size of thermal interface materials (TIMs) will exceed US$7 billion, covering multiple industries including EV batteries, EV power electronics (TIM1 and TIM2), data centers, advanced semiconductor packaging (TIM1 and TIM1.5), ADAS sensors, consumer electronics, and 5G. Find out more in this new article by Senior Technology Analyst Yulin Wang.