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Omdia Raises 2026 Semiconductor Forecast to 62.7% as AI Drives Global Memory Crunch
Omdia’s has significantly raised its semiconductor revenue forecast for 2026 to 62.7%, again reflecting unprecedented growth in DRAM and NAND driven by sustained demand and ongoing supply shortages expected to persist through the year. The DRAM market is forecast to nearly double in value, with the smaller NA
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Date:
04/24/2026
David Gurlé, Cofounder, Executive Chairman, and CEO of Antimatter
Antimatter, a new category of neocloud purpose-built for the distributed AI economy, today announced its launch through the strategic combination of three companies: Datafactory (US-based energy and power infrastructure), Policloud (modular micro data center network), and Hivenet (distributed cloud provider).
The combined
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Date:
04/23/2026
Bosch introduces third generation of SiC chips
Bosch is aiming to be a globally leading manufacturer of SiC chips for electromobility. Since the start of production in 2021, Bosch has already delivered more than 60 million SiC chips worldwide.
Chips made of silicon carbide (SiC) are the key to making electric cars more efficient and increasing their range.
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Date:
04/22/2026
Keshav Amla, COO of ACCM
Advanced Chip and Circuit Materials, Inc. (ACCM) has launched two new materials: Celeritas HM50, with a negative coefficient of thermal expansion (CTE) of -8 ppm/°C to offset the positive CTE and expansion of copper with temperature on circuit boards, and Celeritas HM001, with near-zero CTE and the low-loss per
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Date:
04/22/2026
Renata Fernandes, CTO of SM Energy
We spoke with Renata Fernandes, CTO of SM Energy – an innovative company in the Brazilian energy sector. Since its founding in 2020, SM Energy has been developing solutions for key challenges across the lifecycle of energy installations. In this interview, Fernandes discusses Engineering Base, artificial in
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Date:
04/17/2026
Greg Smith, president and CEO of Teradyne
Teradyne, Inc., a leading provider of automated test equipment (ATE) and advanced robotics, today announced it has acquired TestInsight, a leading provider of semiconductor test development, validation, and conversion software widely used across the industry. TestInsight's advanced tools and expert team wil
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Date:
04/17/2026
Computer-on-Module is Ideal Entry Point into Edge AI
congatec – the leading provider of embedded and edge computing technology – introduces the conga-TC300 Computer-on-Module (COM) in the COM Express Compact form factor, based on Intel Core Series 3 processors (codename: Wildcat Lake). With this, the application-ready aReady.COM modules bring de
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Date:
04/16/2026
Orca AI bridge screen showing potential collision risk in congested environment
A large-scale operational study conducted jointly by Orca AI and leading P&I club NorthStandard marks the first time an AI navigation provider and marine insurer have combined large-scale operational data to quantify the real-world impact of AI on navigational safety.
Based on data from a globall
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Date:
04/15/2026
Microchip Expands dsPIC33A DSC Family for High-Density AI Data Center Power, Complex Motor Control and Intelligent Sensing
As AI servers, data centers, automotive and industrial systems demand higher efficiency designs, deterministic real-time control and quantum-resistant cryptography, Microchip Technology Inc. has added dsPIC33AK256MPS306 Digital Signal Controllers (DSCs) to its dsPIC33A DSC family. The dsPIC33AK256MPS306 de
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Date:
04/14/2026
Ally Winning, European Editor, PSD
Welcome to the April edition of Power Systems Design Europe. One of the megatrends in the world today, at least for the western world, is the reshoring of manufacturing. A large amount of our production capabilities had been offshored to China and other areas of the Far East in the last half century, and thanks ma
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Date:
04/01/2026
Click image to enlarge
Figure 1: Change in electricity demand by region, 2021–2027. Note: EMDE = Emerging Markets and Developing Economies [1]
Global electricity demand surged 4.3% in 2024, nearly double the average pace of the previous decade, driven by data centers, electrification, and severe climate change causing temperature fluctuations that pushed heating and cooling loads to record levels [1]. Projections for 2026 to 2030 indicate that demand wi
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Date:
04/01/2026
Jason Lomberg, North America Editor, PSD
In the pantheon of topics that might seem immune from the steady encroachment of AI, religion is at the top of the list. After all, religion is the search for divine truth in the human condition, and AI seemingly runs antithetical to all that. But is AI truly at-odds with the spiritual world?
In many ways
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Date:
04/01/2026
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