📰 COMPOUNDSEMICONDUCTOR - What does the future hold for the compound semiconductor industry? The #Compound #Semiconductor industry is now booming, having established itself as a significant player alongside silicon-based semiconductors, bringing not only superior performance but also new functionalities that #silicon cannot achieve, such as light emission. These semiconductors are becoming increasingly popular in power electronics, #RF, #photonics, and #microLED displays. For power applications, sales are dominated by #SiC and #GaN devices; for RF applications, #GaAs and GaN devices lead the way; for photonics, #InP and GaAs are the leading material systems; and for LED/display applications, GaAs and sapphire are the key substrate materials. The compound semiconductor industry is well-established, having formed an entire ecosystem, with its own equipment for crystal growth, wafer manufacturing, front-end manufacturing, testing and packaging... 👉 Read the full article written by Ali Jaffal, PhD, Taha Ayari, PhD and Aymen Ghorbel from Yole Group, for Compound Semiconductor Magazine & CS International Conference on: https://lnkd.in/epHSWWGc
Yole Intelligence
Études de marché
Villeurbanne, Auvergne-Rhône-Alpes 3 673 abonnés
Intelligence to Shape Your Tomorrow
À propos
Yole Intelligence is a consulting firm specializing in the strategic analysis of markets, the supply chain, and technological developments related to the semiconductor industry and adjacent industries. Benefiting from direct access to major players in the field of semiconductors and the multidisciplinary profile (scientific, technical, and market-oriented) of these analysts, we support our clients in the understanding of markets, the evolution of technologies, and their implementation in industry. The company provides its expertise through regular analyses and advice in strategic marketing and technical analysis.
- Site web
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https://www.yolegroup.com/
Lien externe pour Yole Intelligence
- Secteur
- Études de marché
- Taille de l’entreprise
- 11-50 employés
- Siège social
- Villeurbanne, Auvergne-Rhône-Alpes
- Type
- Société civile/Société commerciale/Autres types de sociétés
- Fondée en
- 2021
- Domaines
- market research, technology, technology market reports et semiconductor
Lieux
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Principal
75, Cours Émile Zola
69100 Villeurbanne, Auvergne-Rhône-Alpes, FR
Employés chez Yole Intelligence
Nouvelles
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📆 SEMICON TAIWAN 2024 | September 4-6, Taipei Taiwan #SEMICONTaiwan, the highly-anticipated annual #semiconductor event, is themed 'Breaking Limits: Powering the AI Era.' This event showcases how semiconductor technology is key to driving the #AI era, propelling a significant leap forward in contemporary technology. Join Yole Group at Booth #S7241 at SEMICON Taiwan, where we'll be presenting our latest products, solutions, and technological breakthroughs in the semiconductor industry. Our experts, Dr. Yik Yee Tan, Taha Ayari, PhD, and Jerome Azemar, will be delivering several insightful keynotes during the event: ▶ Co-Packaged Optics: Where Are We? by Dr. Yik Yee Tan Yee Tan at the Silicon Photonics Global Summit on 2024/09/03. ▶ Exploring the Latest MEMS Trends – A Status of the Industry by Jerome Azemar at the MEMS & Sensors Forum on 2024/09/03. ▶ Power GaN: Are We Witnessing a New Wave of Growth for a Multi-Billion Market? by Taha Ayari, PhD at the Power and Opto Semiconductor Forum | NExT Forum on 2024/09/04. For more information: https://lnkd.in/dhZ4MZE9
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📆 ANALYST THURSDAY – Generative AI Driving Advances in the High-Performance Computing and the Memory Markets | AUGUST 29, ONLINE Generative AI, powered by technologies like #ChatGPT and DALL-E, is driving transformative changes in #computing and #memory hardware, essential for advancing these AI models. As the complexity and data demands of AI continue to rise, data centers are under pressure to deliver increased computational power and superior memory solutions. This trend is pushing the boundaries of high-performance computing (#HPC) and fueling growth in the high-bandwidth memory (#HBM) sector, profoundly influencing #DRAM and #NAND markets. Join our upcoming webcast to delve into the competitive landscape of #GPU and #ASIC players in data center applications, including an in-depth look at NVIDIA GPUs and their technological evolution. We’ll also discuss the growing AI-driven demand in data centers and its impact on the global memory market, with a special focus on the increasing need for HBM. Additionally, we’ll explore how AI accelerators and neural processing units (NPUs) are leveraging HBM technology, alongside the role of high-performance NAND storage in reducing downtime. Don’t miss this chance to gain a strategic advantage in the High-Performance Computing and Memory markets. Register today on: https://lnkd.in/eeYDWDDb
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📰 LASER FOCUS WORLD - Quantum continues to be a buoyant field where photonics will play a critical role Quantum is a strategic #technology domain with multifaceted implications. #Quantum #computing offers promising applications in healthcare, environmental conservation, and artificial intelligence (#AI)—extending the boundaries of digital computing beyond current limitations. While quantum and post-quantum cryptography represent more established fields with existing economic players and commercial solutions, the standardization of post-quantum cryptography remains incomplete, albeit with fewer scientific and engineering unknowns compared to scalable quantum computing. Beyond quantum computing, quantum cryptography has the potential to revolutionize encryption, but it poses implications for state sovereignty—particularly safeguarding sensitive communications. In sensing applications, quantum exists as a real market but is still limited to niche applications. And compared to cryptography and sensing, the maturity of quantum computing is lagging. The feasibility of commercially viable quantum computers remains uncertain, both in the near-term noisy intermediate-scale quantum (NISQ) and the long-term fault-tolerant quantum computing (FTQC) regimes. 👉 Read the full article written by Dr. Eric Mounier, chief analyst of Photonics & Sensing at Yole Group, for Laser Focus World on: https://lnkd.in/geKqMtJM
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📅 YOLE GROUP IMAGING TECHNOLOGIES FORUM | SEPTEMBER 11, AFTERNOON Join us for the Yole Group Imaging Technologies Forum, in partnership with CIOE (China International Optoelectronic Exposition): Markets Transitioning from Imaging to Sensing: How Technology is Shaping the Consumer and Automotive Worlds. This Forum is your opportunity to explore the cutting-edge #imaging and #sensing technologies that are driving industry transformation. Hear from industry leaders like OMNIVISION, metalenz, AlpsenTek, STMicroelectronics, and PROPHESEE as they share their insights and strategies, covering everything from wafer to end system. Despite global challenges, the #CMOS Image Sensor (#CIS) sector saw significant growth this year, fueled by advancements in the automotive and industrial sectors. Don’t miss out on this chance to learn about the latest trends and be part of this crucial discussion! 👉 More information about the Forum agenda: https://lnkd.in/eQYpc3GJ
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📰 EE TIMES - Surveying the landscape of smartphone processors Yole Group investigated flagship smartphone application processors and published a summary of the analysis in a study titled “APU – Smartphone SoC Floorplan Comparison 2024.” The study crossed multiple technical fields, from foundry technology to packaging and cost analysis, with particular emphasis on system-on-chip architecture.(...) There is commonality between the six design groups but also key differences to their approaches. This class of processors all depends on Arm designs. Beyond a bit of mixing and matching within the different designs, the most notable difference is that Apple designers use Arm IP but assemble the logical functions into their own physical designs. Other hashtag #silicon teams prefer to streamline the process by using hard macros from Arm. Apple spends more effort in the process of optimizing the design, but they are also the only company responsible for both the hardware and software of a single brand. The extra effort of physical design makes the most sense for Apple hashtag #processors... 👉 Read the full article written by Don Scansen, in collaboration with Yole Group, for EE Times | Electronic Engineering Times on: https://lnkd.in/evsPnwYs
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📊 Market & Technology – Status of the Memory Industry 2024 The #memory market is experiencing a robust rebound, with record revenues projected for 2025, fueled by generative #AI. The surge in demand for high-speed DDR5 DRAM, HBM technologies, and enterprise SSDs is significant. Samsung Electronics, SK hynix, and Micron Technology are prioritizing #HBM production, leading to a slowdown in non-HBM supply. #DRAM and #NAND revenues are expected to reach $137B and $83B in 2025. 👉 Discover our comprehensive overview of the stand-alone memory market, current technology trends and much more in our report: https://lnkd.in/egZM8PNd ✍ Simone Bertolazzi
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📊 Market & Technology – Status of the Advanced Packaging Industry 2024 The advanced #packaging (AP) market is expected to grow at a CAGR of 11% from 2023 to 2029. Advanced packaging accounted for approximately 44% of the total integrated circuit packaging market in 2023, and its share is steadily increasing due to various megatrends, such as #AI, HPC, #Automotive, and AIPCs. Following a correction in 2023, the #advancedpackaging market is set to recover in 2024 and continue its long-term growth. AP’s various sub-markets, including Flip-Chip, SiP, Fan Out, WLCSP, Embedded #Die, and 2.5D/3D, are all recording positive growth and pushing the AP industry forward. 👉 Discover our detailed forecasts, market metrics, main players, technological trends and much more in our report https://lnkd.in/e-QrnKtr ✍ Bilal H.
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📰 EE TIMES - Apple R1 opens new avenues in spatial computing The Apple Vision Pro headset represents a new milestone in computing. The concept of spatial computing is a new paradigm and the first new class of product introduced by Apple since the #iPhone in 2007. Likewise, the R1 is a completely new chip design. It is not very illuminating to repeat that Apple made the iPhone, but the iPhone really made Apple the corporate behemoth of recent years. The iPhone represents just over half of Apple revenues, according to 2023 annual report numbers. Banking on much upside at this point would be a mistake. Indeed, iPhone revenues have declined (2%) along with the iPad, while the Mac line has dropped significantly (27%). Apple enthusiasts have waited patiently for the next big thing after the iPhone. The company appeared to oblige, even devoting resources to developing an electric car. However, Apple management needed another big hit much more than what their fans or the tech press were expecting. The Vision Pro is a mixture of the desire for a new product that fits broadly within the Mac concept... 👉 Read the full article written by Don Scansen, in collaboration with Yole Group, for EE Times | Electronic Engineering Times on: https://zurl.co/hk1f
Apple R1 Opens New Avenues in Spatial Computing - EE Times
https://www.eetimes.com
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📊 Market & Technology – RF GaN 2024 #Telecom infrastructure, valued at $522 million in 2023, is projected to grow to $894 million by 2029, driven by #5G rollout and the shift to AAS with GaN-on-SiC #technology. The defense market is expected to grow from $513 million in 2023 to $817 million by 2029, fueled by advancements in military #radar and #electronic warfare, and research into GaN-on-diamond substrates. In SatCom, #GaN devices are gaining share from #GaAs in ground-based VSAT systems, with increased satellite launches potentially boosting GaN RF adoption in LEO satellites. Overall, the GaN #RF market is set for significant growth by 2029. GaN-on-Si could create new market opportunities for #6G mobiles by the end of the decade. 👉 Discover our detailed forecasts, market metrics, main players, technological trends and much more in our report https://lnkd.in/eZABbWXQ ✍ Aymen Ghorbel