Market Insights & Industry Trends

Explore expert articles, market trends, industry analysis, and business insights across global sectors.

Wafer-Level Packaging Trends Reshaping Chip Miniaturization

Wafer-Level Packaging Trends Reshaping Chip Miniaturization

For decades, chips shrank because transistors shrank. Today, a growing share of the gains in density, speed and power efficiency comes from how dies a...

The Semiconductor Inventory Cycle: Are We Headed for Another Glut?

The Semiconductor Inventory Cycle: Are We Headed for Another Glut?

The chip industry is in the steepest upswing in its history.

Photonics and Optical Interconnects: Solving the AI Data Bottleneck

Photonics and Optical Interconnects: Solving the AI Data Bottleneck

The limiting factor in AI clusters is increasingly not how fast a GPU computes, but how fast and how efficiently data moves between thousands of them.

China's Domestic Chip Push: How Close Is It to Self-Sufficiency?

China's Domestic Chip Push: How Close Is It to Self-Sufficiency?

China now makes most of the chips it uses by count, but still buys most of its chip value from abroad.

Data Center Renewable Energy PPAs: Trends, Opportunities and the Future of Clean Power Procurement

Data Center Renewable Energy PPAs: Trends, Opportunities and the Future of Clean Power Procurement

Power purchase agreements remain the backbone of data center decarbonisation, but deal structures, pricing and buyer priorities are changing fast

Why AI and Hyperscale Data Centers Are Accelerating Global Demand for Renewable Energy

Why AI and Hyperscale Data Centers Are Accelerating Global Demand for Renewable Energy

Artificial intelligence has turned data centers into some of the world’s fastest-growing electricity consumers, and hyperscalers are leading the race...

Data Center Renewable Energy Market: How Renewable Power Is Reshaping the Global Data Center Industry

Data Center Renewable Energy Market: How Renewable Power Is Reshaping the Global Data Center Industry

From passive grid customers to active energy strategists: how clean power is redefining the economics, design and competitiveness of digital infrastru...

The True Cost of a New Core: TCO, Pricing Models and the Vendor Roadmap Race

The True Cost of a New Core: TCO, Pricing Models and the Vendor Roadmap Race

Why banks are looking past license fees to lifecycle economics, and how vendor roadmaps are shifting from big-bang releases to continuous modernizatio...

Security by Design: How Cyber Risk and DORA Are Rewriting Core Banking Requirements

Security by Design: How Cyber Risk and DORA Are Rewriting Core Banking Requirements

With attacks persistent and regulators demanding measurable operational resilience, security has moved from an add-on feature to a core platform selec...

Beyond Borders: Why Multi-Currency Capability Is Becoming the New Battleground in Core Banking

Beyond Borders: Why Multi-Currency Capability Is Becoming the New Battleground in Core Banking

As cross-border payment flows scale and ISO 20022 becomes the global messaging standard, banks are rethinking what their core platforms must be able t...

800 VDC and the Future of Power Architecture in the Data Center Solutions Market

800 VDC and the Future of Power Architecture in the Data Center Solutions Market

As AI racks head toward several hundred kilowatts, the way electricity is delivered inside the data center is becoming as important as how much of it...

Beyond Air: How AI Rack Densities Are Rewriting Cooling and Design in the Data Center Solutions Market

Beyond Air: How AI Rack Densities Are Rewriting Cooling and Design in the Data Center Solutions Market

As AI racks move from tens to hundreds of kilowatts, liquid cooling is shifting from a niche technology to a core design requirement