5 Jun 2023

Nvidia Market Cap Exceeds US$1 Tn, an Early Winner in the AI Boom
While the current AI boom is only just getting started, an early winner is Nvidia, who - on Tuesday, May 30th - saw the company's market capitalization exceed US$1 trillion for the first time. For a chip designer with no fabrication capabilities of its own, this is a significant moment.
Background
16 May 2023

SambaNova
SambaNova are a Californian start-up who have created a fully integrated software and hardware system for developing and deploying deep learning, foundation models, and AI workloads.
15 May 2023

Advanced Semiconductor Packaging: Trends and Growth Drivers
Advanced semiconductor packaging technologies are crucial due to the slowing of Moore's law and rising costs of monolithic Si IC development and manufacturing. Initially, components were individually packaged and integrated at the PCB board level, but as devices become smaller and require higher processing capabilities, component integration needs to be pushed beyond board level.
11 May 2023

Tesla's Trendsetting Semiconductor Move and Why You Should Care
Microcontrollers (also known as controllers, MCUs and other name variations) are the backbone on which modern vehicles are built. Regardless of whether a car is powered by petrol, diesel, electric, hydrogen, PDG, or anything else, its functionalities will be heavily dependent on controllers.
10 May 2023

Why AI Should Be at the Top of the National Agenda
Artificial Intelligence has come a long way since the success of DeepMind over Go world champion Lee Sedol in 2016; the world is beginning to change according to the new possibilities afforded by AI. From the robust predictive abilities of OpenAI's ChatGPT - where the AI chatbot can be used for all sorts of purposes, from creating scripts (including malware) to writing academic essays - to AI image generators that are so good that they can win Sony world photography awards, the complexity and capabilities of AI algorithms are growing at a startlingly fast pace.
20 Feb 2023

Three Reasons Why Autonomy Will Boost Automotive Semiconductor Markets
IDTechEx's new "Automotive Semiconductors 2023-2033" report provides a deep dive into the existing and emerging semiconductor technologies used in vehicles today and tomorrow. The report focuses on the areas of automation and electrification, explaining what semiconductor technologies are needed and how their growth is going to drive a 10-year CAGR of 9.4% in the automotive semiconductor market.
Update interview
16 Feb 2023

Impinj
Impinj is a well-established RFID chip, reader IC, reader, gateway, and software supplier. Andy Cobb, Impinj's Vice President of Strategic Finance, and Jill West, Vice President of Strategic Communications at Impinj, spoke with IDTechEx about the company's recent RFID activities on 10th February 2023.
2 Feb 2023

Making Sustainable Electronics Tangible
Enhancing 'sustainability' is a widely held aspiration within the electronics industry - realizing this transition is considerably more difficult. To this day, toxic chemicals, material waste, and energy-intensive processing are commonplace.
Full profile interview
7 Dec 2022

TriEye
TriEye is an Israeli company specialising in short-wave infrared (SWIR) image sensor technology. It has developed a unique approach to manufacturing low-cost image sensors on silicon that are capable of detecting wavelengths in the SWIR region of the electromagnetic spectrum as well as the standard visible region.
19 Oct 2022

Impact of Newly Added US Sanctions on the Chinese Semiconductor Sector
Two of the nine new rules stand out, given the scale of both the short-term and long-term impact that they will cause. IDTechEx assesses the impact of these changes.
Full profile interview
14 Oct 2022

EFFECT Photonics
EFFECT Photonics is a highly vertically integrated circuit design company, whereby it designs monolithic indium phosphide (InP) chips and sells packaged modules for pluggable optics, as well as the ASICs, itself. IDTechEx spoke with Harald Graber, Chief Commercial Officer.
Full profile interview
13 Oct 2022

PragmatIC
PragmatIC is a UK-based company developing flexible integrated circuits on polymer substrates. It has received a total of ~US$150 million in funding and is focused on scaling up its technology, which is already commercially available at a low cost.
12 Oct 2022

Advanced Semiconductor Packaging Technologies in Data Centers
In this article, IDTechEx will cover the growth drivers of advanced semiconductor packaging technologies on data center applications, as well as give several examples of cutting-edge commercial server products that adopt advanced semiconductor packaging technologies. The content of this article is from IDTechEx's newly released market research report, "Advanced semiconductor packaging 2022-2033".
12 Sep 2022

Modified Microwave Oven Cooks up Next-Gen Semiconductors
A household microwave oven modified by an engineering professor is helping to cook up the next generation of cellphones, computers and other electronics after the invention was shown to overcome a major challenge faced by the semiconductor industry.
Update interview
29 Jun 2022

Ostendo Technologies
Ostendo is a Californian display technology firm. Its Quantum Photonic Imager microLED displays are well suited for augmented reality devices. IDTechEx met with the company at TechConnect World 2022.
Background
2 Feb 2022

Samsung (semiconductor foundry business)
This profile provides an overview of Samsung's semiconductor foundry business, including market, competitors, company strategies, outlook, and IDTechEx's remarks.
Background
2 Feb 2022

Intel (semiconductor foundry business)
This profile provides an overview of Intel semiconductor business, including market, competitors, company strategies, outlook, and IDTechEx's remarks.