TSMC

SambaNova Systems

SambaNova Systems is a California-based startup building proprietary AI chips to compete with GPUs. The firm was founded in 2017 with the mission to deliver an enterprise-scale, full-stack AI platform that accelerates the development and deployment of state-of-the-art generative and deep learning workloads. It is known for creating the Reconfigurable Dataflow Unit (RDU).

Emerging Memory Takes the Embedded Route

Emerging non-volatile memory technologies are finding commercial traction not by replacing DRAM or NAND, but by solving real scaling and performance challenges in embedded systems. IDTechEx explores how MRAM, ReRAM, and others are becoming key enablers for next-generation automotive, IoT, and AI edge devices.

Nordic Semiconductor

Nordic Semiconductor is a Norwegian fabless semiconductor company specializing in ultra-low-power wireless communication and embedded processing for IoT and a market leader in low-power wireless connectivity solutions. Founded in 1983 as Nordic VLSI, the company is headquartered in Trondheim, Norway.

Amazon: Custom Silicon

Amazon, a global technology giant, is a major player in AI infrastructure and is the largest hyperscale cloud provider globally. Amazon is developing its vertical integration strategy by designing custom silicon, including chips for AI training, AI inference, networking, and general-purpose workloads.

AI Chips for Data Center and Cloud to Exceed US$400 Billion by 2030

IDTechEx explores the AI chip markets and key technologies seen in today's AI data centers. This article unveils key trends in high-performance GPUs, custom AI ASICs, and emerging AI chip markets.

Trends in GPUs for AI Data Centers

Innovation map of trends in Graphics Processing Units (GPUs) for AI data centers.

Graphcore

Graphcore is a UK-based semiconductor chip designer that develops accelerators and data center systems for AI and machine learning. Its main innovation is a novel processor called the IPU (Intelligence Processing Unit), an architecture designed from the ground up to specifically tackle machine learning workloads. As of 2024, it is a subsidiary of Softbank.

Computers to Cars: IDTechEx Celebrates Sustainable Tech on Earth Day

The environment often pays a price for the comforts of modern life. Every year on Earth Day, the world reflects on pathways towards a greener economy that promotes resource circularity and a lower carbon footprint.

SMART Photonics

SMART Photonics is a Dutch photonic integrated circuit pure-play foundry based in Eindhoven, NL. The company manufactures PICs on a 4 inch InP platform, providing MPW and full production runs. It expects to open a 6 inch InP fab in 2027. IDTechEx caught up with SMART Photonics at PIC International 2025.

xMEMS: Piezoelectric MEMS for Speakers and Thermal Management

xMEMS is a fabless developer of piezoelectric micro-electro-mechanical-systems for applications in speakers and thermal management. IDTechEx spoke with xMEMS to find out more about its piezoelectric MEMS actuator and its applications.

The Packaging Technologies Behind NVIDIA's 3D-Stacked CPO

At GTC 2025, NVIDIA announced two new networking switch platforms - Spectrum-X Photonics and Quantum-X Photonics - based on Co-Packaged Optics (CPO) technology. Both platforms incorporate TSMC's 3D hybrid bonding technology for its CPO, and these will be the world's first 3D-stacked silicon photonics engine.

Ruth Cleaning Technology

Ruth Cleaning Technology supplies and washes cleanroom garments, boots, and gloves. It has improved sustainability by recycling garment materials and supplying halogen-free gloves.

Innatera Nanoystems BV

Innatera is a startup that develops neuromorphic microprocessors using spiking neural networks (SNN). It is a spin-off from the Delft University of Technology in the Netherlands, created in 2018. Its microprocessor is low-power and always on, so it is used for sensors that require continuous monitoring, such as human detection, audio interfaces, touch-free interfaces, presence detection, activity recognition, and ECG recognition.

Water Usage in Semiconductor Manufacturing to Double by 2035

In 2023 alone, semiconductor giant TSMC reported consumption of a staggering 101 million m3 of water, highlighting the scale of thirst in this fast-growing sector. Furthermore, as node technology advances, so do the number of manufacturing process steps, and the usage of single wafer tools instead of batch tools, making the task of reducing water usage both challenging and even more critical.

Exploring New Materials for Photonic Integrated Circuits

It should come as no surprise that PIC transceivers are fast becoming essential tools in the AI revolution, where they speed up connections between nodes in data centers whilst reducing power consumption, allowing larger AI models to be trained and executed. IDTechEx's recent report on the topic, "Silicon Photonics and Photonic Integrated Circuits 2025-2035: Technologies, Market, Forecasts", predicts this application to be the major contributor to its US$54 billion forecast for the PIC market in 2035.