IDTechEx

Co-Packaged Optics Race: Strategic Approaches from NVIDIA and Broadcom

Co-packaged optics (CPO) is gaining significant attention as the next architecture for next-generation switching. The shift toward co-packaged optics is also reshaping competitive positioning among semiconductor vendors. This article examines the differing approaches of NVIDIA and Broadcom, with further detail available in IDTechEx's latest report, "Co-Packaged Optics (CPO) 2026-2036: Technologies, Market, and Forecasts".

Enevate: Silicon anodes for EVs

Enevate is a US-based company developing silicon anode materials for integration into EV battery cells. The company claims to be a global leader in silicon anode technology. IDTechEx discusses the company's technology in detail.

AlphaESS

AlphaESS is a BESS manufacturer, headquartered in China. IDTechEx caught up with the company at the Energy Storage Summit 2026.

Biomanufacturing Specialty Chemicals: More Efficient and Sustainable

Industrial biomanufacturing occupies a distinctive position in the production of high-value specialty chemicals. This article discusses two of the technology trends in specialty chemical biomanufacturing, the use of cell-free systems and alternative non-sugar feedstocks.

Arda Biomaterials

Arda Biomaterials is a British early-stage materials technology company based in London that is developing a plastic-free leather-like material using plant protein. IDTechEx spoke to Arda Biomaterials at Materials Research Exchange 2026.

Iran Conflict Could Drive Local Low-Cost Fertilizer Production

The current conflict in Iran has resulted in a sudden hike in fertilizer prices, now up to US$567 per tonne according to the BBC. Could this drive local low-cost ammonia production?

PolymimiX

PolymimiX is a spinout from University of Lancashire based in the UK, manufacturing synthetic polymer-based antibody alternatives. IDTechEx spoke to them at Materials Research Exchange 2026.

Redox One

Redox One is an iron-chromium (Fe-Cr) redox flow battery (RFB) developer based in Cyprus. Its parent company, Tharisa, is based in South Africa. IDTechEx caught up with Redox One company at the Energy Storage Summit 2026.

HyperStrong

HyperStrong is a Chinese BESS developer and integrator of grid-scale, C&I and residential battery energy storage systems (BESS). IDTechEx spoke with the company at the Energy Storage Summit 2026.

Webinar | Lithium-ion Batteries: Growing Demand, Falling Prices

Join IDTechEx Technology Analyst Daniel Parr on Thursday 12th March for the expert-led webinar, "Lithium-ion Batteries: Growing Demand, Falling Prices". Choose your preferred time zone - the webinar runs three times in one day.

Trina Storage

Trina Storage is a business unit of Trina Solar, and manufactures battery energy storage systems (BESS) and Li-ion cells. based in China. IDTechEx spoke with the company at the Energy Storage Summit 2026.

Envision Energy

Envision Group is a vertically integrated cell and BESS suppliers, based in China. Its division Envision Energy manufactured and integrates BESS. IDTechEx spoke with the company at the Energy Storage Summit 2026.

Sungrow

Sungrow is a battery energy storage system (BESS) integrator and supplier, based in China. IDTechEx spoke with the company at the Energy Storage Summit 2026.

e-Fuels Explained: Methanol, Methane, Diesel, and SAF

Reaching global net-zero by 2050 targets in the marine and aviation sectors will require large-scale e-fuel production. This IDTechEx article provides an explanation of the current e-fuel space.

Humanoid Robots to Reach Nearly US$30 Billion by 2036

According to the new IDTechEx report "Humanoid Robots 2026-2036: Technologies, Markets and Opportunities", the humanoid robot industry is entering an early commercialization phase, with adoption expected to scale first in industrial environments before expanding into broader commercial and consumer markets.

TalusAg

TalusAg is developing modular green ammonia systems.

Spectra Polymers & Color Specialties

Spectra Polymers & Color Specialties (SPC) provides color matching capabilities and color concentrate resins to the plastics industry.

Webinar on Blue Hydrogen Innovations, Developments and Market Outlook

Join IDTechEx Technology Analyst Dr Cherie Wong on Thursday 5th March for the expert-led webinar, "Blue Hydrogen: Technology Innovations, Market Developments, and 10-Year Growth Outlook". Choose your preferred time zone - the webinar runs three times in one day.

Coherent: InP for Photonic Applications.

Coherent Corp, (formerly II-VI Incorporated) is a major American producer of optical components, with a strong portfolio in laser technology for photonics and datacom. In fiscal year 2025, Coherent generated over $5.8 billion USD in revenues. Coherent has recently transitioned from 4" to 6" indium phosphide (InP) wafers - an industry first. It has also reportedly validated ultra-high powered (UHP) laser technologies for co-packaged optics (CPO). Coherent is also pursuing VCSEL's for use at 200G/lane applications. In this profile IDTechEx assesses these breakthroughs in the context of the wider datacom, AI, and photonics markets.

How Batteries' Role in Data Centers Will Evolve & Impact on Technology

Batteries are used in data centers as part of uninterruptible power supply systems (UPS) to prevent data loss and to cover critical loads. However, as AI data centers become more prevalent, as does the need to manage the volatility in their power loads. This article from IDTechEx examines emerging battery technology trends for data centers.