23 Jul 2024

Co-Packaged Optics (CPO) Market Outlook & Packaging Technology Trends
Over the past decade, the capacity of data center Ethernet switches has surged from 0.64 Tbps to 25.6 Tbps, driven by the adoption of 64x400 Gbps or 32x800 Gbps pluggable optical transceiver modules. However, these high-speed modules, within their current form factors, pose significant challenges. Issues include the required densities of electrical and optical connectors, as well as escalating power consumption.
Update interview
2 Jul 2024

Intel Foundry
US-based Intel launched Intel Foundry as its systems foundry business, targeted towards AI technologies, in February 2024.
Full profile interview
1 Jul 2024

dotLumen
.lumen (also styled as dotLumen) is developing software and hardware for "pedestrian autonomous driving". The company's first product is a haptics and audio-enabled headset which is designed to give full mobility to the blind and visually impaired. The early-stage firm is based in Cluj-Napoca, Romania.
Full profile interview
28 Jun 2024

Ayar Labs: AI Accelerator Interconnect
Ayar Labs is a San Jose-based startup working on an optical I/O connectivity solution that offers high bandwidth, low-power, low-latency connections, using photonic integrated circuits (PICs) and electrical integrated circuits (EICs) on a monolithic chiplet. IDTechEx Technology Analyst James Falkiner spoke with Terry Thorn, Vice President of Commercial Operations at Ayar Labs, discussing Ayar Labs' current and future solutions for high-speed in-package optical communications.
12 Jun 2024

Data Centers Are Already Silicon Photonics' Killer Application
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.
Full profile interview
29 May 2024

Otto Motors — Autonomous Mobile Robots (AMR)
Otto Motors is a Canadian company specializing in AMR. It has a global presence and features its products with a high level of safety.
Full profile interview
20 May 2024

AOS Thermal Compounds — Silicone-Free Thermal Interface Materials
AOS Thermal Compounds is an American company. IDTechEx talked with John Dunne, General Manager of AOS Thermal Compounds, in 2024. AOS Thermal Compounds introduced its silicone-free TIMs and a few flagship products.
Innovation Map
7 May 2024

PIC-Based Transceivers Roadmap
Innovation map for photonic integrated circuits-based (PIC-based) transceivers.
7 May 2024

Photonic Integrated Circuits Market to Be Worth Over US$22B by 2034
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.
Full profile interview
25 Mar 2024

JSR Corporation
JSR Corporation is a Japanese company that specializes in materials innovation for various industries, such as digital solutions, life sciences, and plastics. IDTechEx spoke with JSR at Semicon Europe 2023
Update interview
21 Mar 2024

Mobileye: Automotive Radar
Mobileye is a giant in chips for advanced driver assistance system (ADAS) applications in the automotive market, creating massive success with its EyeQ range of products. For some years now it has been promising an automotive radar for 2025 to beat the competition. At CES 2024, Mobileye showed substantive progress towards this promise.
Full profile interview
14 Mar 2024

CEA-Leti (Advanced Semiconductor Packaging)
CEA-Leti is a renowned research organization based in France, specializing in applied research in microelectronics and nanotechnology. Recently, IDTechEx conducted an interview with Emilie Bourjot, a Project Manager within CEA-Leti's 3D hybrid bonding technologies research group, to gain insights into their ongoing research in this field. This interview aimed to explore CEA-Leti's advancements and contributions to the development of 3D hybrid bonding technologies.
Full profile interview
11 Mar 2024

Camtek
FormFactor FRT (acquired by Camtek), headquartered in Bergisch Gladbach, Germany, is a supplier of high-precision metrology solutions for the advanced packaging and silicon carbide markets. IDTechEx spoke with FRT/Camtek at Semicon Europe 2023.
Full profile interview
29 Feb 2024

iPronics: Programmable Photonic Integrated Circuits
iPronics is a European-based startup focused on programmable photonic integrated circuits. While currently focused on providing devices for academic purposes, iPronics is looking to scale into data centers and more. IDTechEx Technology Analyst, James Falkiner, interviewed Application and Software Co-Lead, David Sanchez, as well as VP of Business Development, Ana Gonzalez, at SPIE Photonics West 2024