IDTechEx

Lumentum: EML and CW Lasers for Photonic Integrated Circuits.

Lumentum is an American company specializing in optical components and transceivers. This IDTechEx company profile assesses Lumentum's most recent earnings call in the context of the burgeoning AI infrastructure rollout and competitors technology portfolios - assessing its strengths in EML and CW laser production.

Why Consumer Electronics Will Continue to Lead the Edge AI Chip Market

Latency, energy, privacy. By shifting AI computation from the cloud to the edge, these issues can be alleviated. 2025 was a breakout year for many AI applications, with consumer electronics leading the way in revenue due to the trend to towards AI smartphones and PCs, and rising costs of chips manufactured on leading process nodes.

AcBel Polytech Inc.

AcBel Polytech Inc. is a Taiwanese manufacturer of power supply units for the telecom, medical and industrial industries, including for data centers. The company also manufactures onboard chargers for electric vehicles.

Hitachi Energy Ltd.

Hitachi Energy Ltd. is a subsidiary of Hitachi Ltd. Established in 2020, the company is a market leader in power electronics for wind and solar, as well as in high-voltage DC (HVDC) technology. IDTechEx spoke to Hitachi Energy at SEMICON Europa 2025 in Munich.

How Will Uncertainty in Greenland Shape American Lithium Production?

The US' nascent lithium production capacity makes use of direct lithium extraction technologies to localize and secure battery supply chains. However, with political tensions around Greenland rising, this article explores how the recent discovery of hard rock lithium deposits in the region could reshape American lithium production.

Webinar | The Optics Choices Shaping Next Gen AR and AI Smart Glasses

Join IDTechEx Technology Analyst Thomas Bithell on Thursday 26th February for this expert webinar, "Waveguide Technologies and Substrate Choices Shaping the Next Generation of AR and AI Smart Glasses".

Zhonghuan Advanced Semiconductor Technology Co., Ltd.

Zhonghuan Advanced Semiconductor Technology Co., Ltd. is a silicon and wide bandgap semiconductor supplier based in China. IDTechEx spoke to Zhonghuan Advanced at SEMICON Europa 2025 in Munich.

Microchip Technology: Solid-state Circuit Breaker

Microchip Technology is a leading supplier of electronics components including semiconductors and embedded control solutions. IDTechEx spoke to the company about its solid-state circuit breaker technology at Avnet Silica: Powering the Shift on the Road 2025.

Fuji Corporation: NXTR-A and "Target Zero"

Fuji Corporation, established in Nagoya in 1959, is a market leader in surface mounting technology (SMT). IDTechEx spoke to Fuji Corporation at SEMICON Europa 2025, in Munich, about its NXTR-A pick-and-place machine.

Beckhoff Automation: Interview on XPlanar Transport System

Beckhoff is a German manufacturer of automation systems. IDTechEx spoke to the company about its "XPlanar" transport system at SEMICON Europa 2025 in Munich.

F&S Bondtec

F&S Bondtec is an Austrian company which manufactures wire bonding equipment. It specialises in value equipment for small-medium scale manufacture. IDTechEx spoke to F&S Bondtec at SEMICON Europa 2025.

Westinghouse Electric Company (AP300)

Westinghouse Electric Company is an established nuclear power company, currently developing a small modular reactor (SMR) - the AP300.

Urenco

Urenco is an international supplier of uranium enrichment services.

Terra Innovatum

Terra Innovatum Global is a nuclear startup developing a nuclear microreactor.

Lightbridge Corporation

Lightbridge Corporation develops advanced fuels for nuclear reactors.

Silicon Austria Labs GmbH

Silicon Austria Labs (SAL) is an Austrian research center which operates research projects in power electronics, embedded systems, sensors, and more. IDTechEx spoke to Silicon Austria Labs at SEMICON Europa in Munich.

KAERI (SMART-C)

The Korea Atomic Energy Research Institute (KAERI) is the national nuclear energy research organization of South Korea.

AMPERA

AMPERA is a nuclear startup developing a subcritical thorium microreactor.

Atecom Technology Co., Ltd.

Atecom Technology Co., Ltd. is a wafer manufacturing company, supplying several leading tier 1 companies. It is based in Taiwan, with manufacturing capacity in China. IDTechEx spoke to Atecom at SEMICON Europa 2025 in Munich

Material Demand for EV Batteries to Reach 22.2 Million Tonnes by 2036

Electric vehicle (EV) sales continue to grow globally, with passenger cars primarily driving the growth. EV performance is fundamentally tied to EV batteries, at cell- and pack-level. As new EV sectors are unlocked and performance targets are reached, trends in material demand across cell and pack components emerge. This article explores material trends in EV cathodes, anodes and packs that underscore the EV market as a whole.