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Semiconductor For You March Magazine 2026

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Published by semiconductorforunews, 2026-03-26 12:25:18

Semiconductor For You March Magazine 2026

Semiconductor For You March Magazine 2026

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Magazine | News | Industries EDITION #10 | MARCH 2026EXPLORING INDIA’S SEMICONDUCTOR AMBITIONSTECH INSIGHTSemiconductorForu.comBudget 2026 Signals scale, speed, & strategic ownershipINDIA'S ISM 2.0 RESETThe Rise of that AI interconnect eraBEYONDCOMPUTER:\"OUR STRENGTH IS IN-STOCK AVAILABILITY, LOCALIZATION, & CUSTOMER-CENTRIC SERVICE\"The Light behind green innovationPHOTONICS:TONY NGThe dawn of aerial exploration beyond earthWINGS OVER MARS:VICE PRESIDENT FOR APAC | DIGIKEY


E D I T I O NA N N I V E R S A RCATALOG Y


BATTERY CLIPS, CONTACTS,HOLDERS & RETAINERSAdvances in portable electronics and Lithium-Ion battery technology demand dependable battery connections. Keystone leads the way with a vast range of reliable, high-quality, cost-effective products for most battery types.SPACE-SAVINGFUSE CLIPS & HOLDERSFuse clips and holders for Electronics, Datacom, Telecom, Automotive and Solar use. Keystone answers your needs with SMT, Thru-Hole and Rivet mount products.SPACERS, STANDOFFS/SUPPORTS –METALLIC & NON-METALLICDiverse insulated and non-insulated spacers and standoffs are available in a wide range of lengths, thread sizes, hole sizes, mounting styles & materials. Choose from English or Metric type products for your PCB, panel and mounting applications.PINS, PLUGS, JACKS & SOCKETS,INDUSTRY’S MOST DIVERSE GROUPKeystone’s USB 2.0 & 3.0 Jacks and Plugs, Micro Pins/Jacks, Banana and Phono Plugs & Jacks are designed for use in the latest Mobile & Computer Electronics, Home Theatre, Test Gear and Industrial Interconnects.PANEL HARDWARE, HANDLES,SCREWS & LED SPACERSCheck out Keystone’s value-added products: Fan Filters & Guards, LED Lens Caps, Holders & Spacer Mounts, Jack Screws & Connector Hardware, Instrumentaion Handles, Cable Clamps, Knobs and more.PCB TEST POINTS &UL RECOGNIZED TERMINALSLow Profile and limited space drive today’s PCB connectivity designs. Keystone is the right fit with solder & solderless PCB Quick-Fit Snap-on, Snap-Fit and Screw-on terminals as well as Color-coded Screw Terminals & THM and SMT Test Points and more.Keystone Electronics Corp.Quality Electronic Conponents and HardwareLeading edge technology and precision manufacturing have defined Keystone’s performance for over 75 years. Their current Catalog K75 reflects their diversity of product to support today’s engineering and design community.Keystone’s personnel takes pride in meeting all requirements, efficiently and promptly. Our skilled and dedicated technicians, experienced production personnel and customer service teams have made us an industry leader.All Keystone facilities are fully integrated with 3D/CAD product modeling and CAD/CAM precision tool and die operations. Application and Engineering specialists utilize progressive dies, four-slides, wire forming, in-die tapping and high-speed blanking along with automated machining to produce tight tolerance standards and custom products. Secondary operations include: Tapping, Drilling, Assembly and Finishing.Application engineering services are available for product modifications or special design requirements. Products appearing in Keystone’s new and expanded Catalog K75 comply with RoHS and REACH directives. Our quality system is certified to the ISO 9001:2015 standards.IT’S WHAT’S ON THE INSIDE THAT COUNTS®E L E C T R O N I C S C O R P.55 South Denton Avenue, New Hyde Park, NY 11040 • (800) 221-5510 • (516) 328-7500www.keyelco.com • [email protected]


ContentsTechnology Updates 0610223036Tech SpotlightPhotonics: The light behind green innovation16\"The real innovation is solving the system, not just the silicon\"Ram SathappanAllegro MicrosystemsIndustry Dialogs\"Our strength is in-stock availability, localization, and customer-centric service\"Tony NGDigikeyIndustry DialogsWings over mass: The dawn of aerial exploration beyond earthBlog BeatBeyond Computer: The rise of the AI interconnect EraBlog Beat525864India's ISM 2.0 resetST foundation strengthens India missionIndustry BulletinEvent SpotlightBusiness Unboxed44City 4.0: Where engineering careers go smartBlog Beat


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06 | www.semiconductorforu.comTECHNOLOGY UPDATESMicrosoft is investigating high-temperature superconducting (HTS) cables to address soaring power demands of next-generation AI datacenters. HTS materials, which carry electricity with near-zero resistance when cooled, could significantly boost power density, reduce losses, and shrink infrastructure footprint compared with copper or aluminium. This could enable denser power delivery within facilities and ease strain on aging grid systems. Collaborations with developers like VEIR aim to advance prototypes, though challenges like cooling and material costs remain before wide deployment.01 Microsoft Explores Superconductors for AI Data centers VIAVI Solutions has launched the DCX 700 tier-1 optical loss test set, capable of certifying up to 24 optical fibers simultaneously, targeting high-density data center infrastructures. The rugged tester supports 12-, 16- and 24-fiber configurations, uses modular adaptors for current and future connectors, and features an intuitive one-cord referencing workflow to reduce setup errors and training time. It’s designed to streamline and accelerate Tier-1 fiber certification amid rapid data center growth and will debut at Data Centre World London.02 VIAVI Unveils DCX 700 Multifiber Optical Tester Microsoft has unveiled its Maia 200 custom AI inference accelerator, built on TSMC’s 3 nm process to boost large model performance and cost-efficiency across Azure cloud services. The chip features 216 GB of high-bandwidth memory, supports FP8/FP4 tensor operations, and delivers over 10 petaFLOPS compute power, yielding about 30 % better performance per dollar than prior hardware. Early deployments are underway in select data centers, with broader rollout and a developer SDK planned.03 Microsoft Debuts Maia 200 AI Inference Chip


TECHNOLOGY UPDATESwww.semiconductorforu.com | 07Rohde & Schwarz has integrated first Wi-Fi 8 (IEEE 802.11bn) RF signaling tests into its CMX500 one-box signaling tester and is showcasing validation of a Broadcom Wi-Fi 8 prototype at Mobile World Congress 2026 in Barcelona. The enhanced tester addresses new Wi-Fi 8 physical-layer features focused on ultra-high reliability over raw speed, helping engineers verify distributed resource units and unequal modulation among others. It supports both Wi-Fi 7 and Wi-Fi 8, aiding R&D for next-generation WLAN devices.04 Rohde & Schwarz, Broadcom Advance Wi-Fi 8 TestingNanoXplore and STMicroelectronics have qualified the NG-ULTRA radiation-hardened SoC FPGA to the new European ESCC 9030 standard for space applications, marking a key milestone for Europe’s space semiconductor ecosystem. Designed for low- and medium-Earth orbit satellites, NG-ULTRA supports onboard computing, data handling, image/video processing and software-defined radio functions with a fully EU-based supply chain. The chip enRenesas Electronics has developed a 3 nm ternary content-addressable memory (TCAM) that delivers high memory density, low power consumption and enhanced functional safety, making it suited for advanced automotive SoC applications. Announced at ISSCC 2026, the configurable TCAM supports flexible key widths and entry depths, reduces search energy and improves safety coverage, addressing stringent automotive requirements. This innovation could hances sovereign capabilities for flagship space missions like Galileo, Copernicus, and emerging constellations.boost performance in next-generation in-vehicle computing and AI processing for software-defined vehicles.Europe’s First ESCC 9030-Qualified Space FPGARenesas Rolls Out 3 nm TCAM for Automotive SoCs0506


08 | www.semiconductorforu.comTECHNOLOGY UPDATESInfineon Technologies and BMW Group are collaborating to shape the Neue Klasse software-defined vehicle (SDV) platform, supplying key semiconductors for central computing, high-speed data connectivity, power management and efficient energy distribution. Infineon’s AURIX™, TRAVEO™, BRIGHTLANE™ Ethernet and PROFET eFuses underpin the platform’s zonal E/E architecture, enabling software-over-the-air updates, reduced wiring harness Navitas Semiconductor has introduced its 5th-generation GeneSiC™ SiC Trench-Assisted Planar (TAP) MOSFET technology, advancing high-voltage power semiconductors with a leading-edge 1200 V line. The new platform delivers ~35 % better switching efficiency (RDS(ON)×QGD) and about 25 % improved charge characteristics, reducing losses and enhancing robustness for AI data center power, grid and energy infrastructure, and industrial electrification.Applied Materials has introduced a suite of transistor and wiring innovations to accelerate next-generation AI chip performance at 2 nm and beyond, addressing energy efficiency and switching speed. The Viva™ radical treatment system smooths GAA transistor nanosheets with atomic precision, the Sym3™ Z Magnum™ etch system refines deep 3D trench profiles for uniform structures, and the Spectral™ ALD tool uses molybdenum contacts to cut electrical resistance at critical links. These materials-engineering tools are already being adopted by leading logic foundries to enhance advanced logic and memory chips.weight by ~30 % and roughly 20 % improved energy efficiency. Four central “Superbrain” computers deliver faster responsiveness and smoother driving dynamics, marking a leap in mobility tech.Infineon & BMW Power Next-Gen Software-Defined Cars Navitas Unveils 5th-Gen SiC Power TechApplied Materials’ Atomic-Scale Boost for AI Chips07 0908


TECHNOLOGY UPDATESwww.semiconductorforu.com | 09Keystone Electronics has introduced a new throughhole mount (THM) battery holder supporting 10450 lithium-ion cells and non-standard AAA formats. The polypropylene-molded holder omits polarity tabs that can hinder connectivity with 10450 cells and uses nickel-plated spring steel contacts for low resistance and reliable solder joints, including in lead-free or reflow processes. It expands Keystone’s durable battery hardware lineup for electronic applications requiring secure cylindrical battery mounting.Microchip Technology has launched production-ready full-stack edge AI solutions that turn its microcontrollers (MCUs) and microprocessors (MPUs) into intelligent real-time decision-making platforms. The comprehensive offering combines silicon, software, tools and pre-trained models to streamline development of secure, efficient edge AI applications across industrial, automotive, data center and IoT markets. Included capabilities cover Allegro MicroSystems has launched the ACS37017 Hall-effect current sensor, setting a new industry benchmark in accuracy for power electronics. The factory-calibrated device achieves an industry-leading ±0.55 % typical sensitivity error over temperature and lifetime, with a 750 kHz bandwidth and 1 µs response, making it ideal for applications like EVs, AI data center power, and industrial converters. It integrates a stable voltage reference arc-fault detection, predictive maintenance, on-device facial recognition and keyword spotting, with robust tools to simplify AI model deployment close to sensors.and reinforced high-voltage isolation for simplified designs and reliable performance in demanding systems.Keystone’s New THM Holder for 10450 Lithium-Ion CellsMicrochip Unveils Full-Stack Edge AI SolutionsAllegro Unveils High-Accuracy Current Sensor ACS37017 101112


10 | www.semiconductorforu.com TECH SPOTLIGHT Photonics—the science of harnessing light—is emerging as a foundational technology for global sustainability. From ultra-efficient data centers and renewable energy systems to precision agriculture and green manufacturing, photonics enables dramatic reductions in energy use, waste, and emissions. This article explores key innovations, industry adoption, and future directions showing how light-based technologies are powering a cleaner, smarter, and more resilient world.As industries seek pathways to decarbonization, resource efficiency, and climate resilience, photonics has moved from niche research to a core enabling platform. By manipulating photons instead of electrons, photonic systems transmit data, sense environments, and process energy with far greater efficiency.Today, photonics underpins solar energy, optical communications, environmental sensing, advanced manufacturing, and medical diagnostics—touching nearly every sustainability domain. Analysts increasingly view photonics as a “horizontal” technology: one that amplifies the efficiency and environmental performance of many sectors simultaneously.THE LIGHT BEHIND GREEN INNOVATIONPHOTONICS:


www.semiconductorforu.com | 11TECH SPOTLIGHTOne of the most immediate sustainability impacts of photonics lies in digital infrastructure. Data centers already consume roughly 1–1.5 % of global electricity, and demand is rising with AI and cloud services. Photonic interconnects—optical links replacing copper wiring—dramatically cut energy consumption and heat generation.Optical transmission can use up to 90 % less energy per bit than wireless or electrical links over distance, while higher throughput reduces the need for parallel hardware. These efficiency gains cascade: less heat means lower cooling requirements, which are among the largest energy loads in data centers. As hyperscale computing expands, silicon photonics and optical switching are expected to become default architectures for sustainable digital growth.Photonics plays a central role in solar energy innovation. Optical coatings, photonic crystals, and light-trapping structures improve photon absorption, boosting solar cell efficiency by 20–30 %. More advanced designs—such as multi-junction cells and perovskite-enhanced structures—use photonic engineering to capture broader light spectra, exceeding 40 % efficiency in laboratory conditions. Higher efficiency reduces land use, materials, and lifecycle emissions per unit of power. Photonic sensing also enhances renewable integration: fiber-optic sensors monitor grid conditions, enabling smart grids that can reduce electricity-related emissions significantly through optimized distribution. Together, these innovations make photonics indispensable for scaling renewable energy.Sustainable food production requires optimizing water, fertilizer, and pesticide use while maintaining yield. Photonic sensing and imaging technologies—especially hyperspectral cameras and optical sensors—enable farmers to detect crop stress, nutrient deficiency, or disease early.Such precision agriculture can reduce water and pesticide use by up to 50 % while improving productivity. Photonics also supports vertical farming through tailored LED lighting that optimizes plant growth cycles and energy consumption. Beyond cultivation, optical inspection systems monitor food quality, detect contamination, and ensure traceability across supply chains. These capabilities are crucial as climate variability and population growth strain global food systems.ULTRA-EFFICIENT DIGITAL INFRASTRUCTUREADVANCING RENEWABLE ENERGY SYSTEMS\"PHOTONICS ENABLES DATA TO MOVE FASTER WHILE CONSUMING A FRACTION OF THE ENERGY OF ELECTRONICS.\"PRECISION AGRICULTURE AND FOOD SECURITY


12 | www.semiconductorforu.com TECH SPOTLIGHT Manufacturing accounts for a large share of global energy and material consumption. Photonics-based production—especially laser processing—offers transformative efficiency. Laser cutting, welding, and additive manufacturing minimize waste, eliminate solvents, and reduce energy use compared with conventional machining. Additive laser manufacturing can reduce raw material use by up to 90 %. Photonics also enables micro-scale inspection and metrology, allowing companies to detect defects early and repair products rather than discard them. Optical sorting systems in recycling plants rapidly identify materials, improving recovery rates and supporting circular-economy models. These applications demonstrate how photonics reduces both resource extraction and waste generation across industrial lifecycles.In healthcare, photonics contributes to sustainability by enabling non-invasive diagnostics, energy-efficient sterilization, and precise imaging. Optical sensing and imaging technologies reduce consumables and waste associated with traditional diagnostics. Emerging photonic biosensors use biocompatible and biodegradable materials, aligning medical technology with environmental sustainability goals. Beyond environmental benefits, these technologies improve accessibility and early disease detection—demonstrating how sustainability and public health innovation can align.GREEN MANUFACTURING AND CIRCULAR ECONOMYHEALTHCARE AND BIOPHOTONICSLight-based sensing technologies are transforming environmental stewardship. Ultraviolet photonic systems disinfect water with up to 80 % less energy than chemical or thermal methods, while avoiding harmful by-products. Meanwhile, optical gas sensors detect trace greenhouse gases such as methane and CO2 across industrial sites, agriculture, and transportation networks. Satellite- and drone-based photonic sensing enables near-real-time global emissions monitoring. Such measurement capability is essential for climate accountability, regulatory compliance, and carbon-management strategies.WATER, ENVIRONMENT, AND CLIMATE MONITORING\"YOU CANNOT MANAGE EMISSIONS YOU CANNOT MEASURE -PHOTONICS MAKES THE INVISIBLE VISIBLE.\"


www.semiconductorforu.com | 13TECH SPOTLIGHTAs AI workloads expand, computing energy demand is becoming a sustainability challenge. Photonic integrated circuits offer orders-of-magnitude higher energy efficiency for data processing and neural-network inference compared with electronic accelerators. Studies suggest photonic chips can reduce both operational energy and fabrication carbon footprint relative to advanced CMOS technologies. This positions photonic computing as a promising path toward sustainable AI infrastructure—especially for data-intensive applications such as scientific simulation, climate modeling, and autonomous systems.Future sustainable cities and infrastructure will rely heavily on distributed sensing. Photonic skins and fiber-optic sensors can be embedded in buildings, bridges, pipelines, and transport systems to monitorstrain, temperature, and structural integrity in real time. Such sensing enables predictive maintenance, extending asset lifetimes and preventing catastrophic failures—key aspects of resource-efficient infrastructure management. Photonics also supports smart transportation through Li-Fi communication and optical sensors that optimize traffic flow and reduce emissions. Looking ahead, photonics is poised to shape several next-generation sustainability domains:These frontiers illustrate how photonics is evolving from efficiency enabler to core climate-technology platform.1. Photonic AI and neuromorphic computingLight-based neural processors could deliver extreme energy efficiency for AI workloads.2. Quantum and photonic sensing for climateAdvanced optical sensing may track atmospheric gases and environmental changes at unprecedented resolution.3. Integrated photonic chips for edge devicesMiniaturized photonic sensors and processors will enable battery-free IoT monitoring for agriculture, energy, and ecosystems.4. Advanced solar photonicsNanostructured materials and photonic metamaterials may push solar conversion toward theoretical limits.5. Sustainable communications networksOptical networking will underpin low-carbon digital connectivity for 6G and beyond.SUSTAINABLE COMPUTING AND AI ACCELERATIONTOWARD SMART INFRASTRUCTURE AND SENSING NETWORKSEMERGING FRONTIERS: PHOTONICS AND CLIMATE TECH


14 | www.semiconductorforu.com TECH SPOTLIGHTPhotonics adoption is accelerating across sectors:◊ Telecom and cloud providers deploying optical interconnects◊ Renewable-energy firms integrating photonic coatings and sensing◊ Agriculture technology companies using hyperspectral imaging◊ Manufacturing adopting laser-based production◊ Healthcare integrating optical diagnosticsThis cross-industry uptake reflects photonics’ unique role: improving performance while simultaneously reducing environmental impact.Despite its promise, photonics faces barriers:◊ High initial costs for photonic fabrication◊ Integration complexity with electronic systems◊ Manufacturing scalability challenges◊ Workforce and design-tool gapsAddressing these challenges will require coordinated investment in photonic foundries, standards, and education—similar to the evolution of semiconductor ecosystems.Photonics is rapidly becoming a foundational technology for sustainable development. By enabling ultra-efficient energy systems, low-carbon communications, precision agriculture, green manufacturing, and advanced sensing, light-based technologies help decouple economic growth from environmental impact.As industries confront climate constraints and resource limits, photonics offers a powerful pathway: doing more with less energy, less material, and less waste. The coming decade will likely see photonics integrated into nearly every major infrastructure system—from power grids and factories to farms and cities—quietly but profoundly reshaping how humanity produces, connects, and sustains itself. In the transition to a sustainable future, the world may ultimately be powered not just by electrons—but by photons.INDUSTRY ADOPTION AND GLOBAL MOMENTUMCHALLENGES TO OVERCOMECONCLUSION: LIGHTING THE PATH TO SUSTAINABILITY


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INDUSTRY DIALOGS 16 | www.semiconductorforu.com“THE REAL INNOVATION IS SOLVING THE SYSTEM, NOT JUST THE SILICON”Our latest innovations are focused on solving system-level problems for our customers as they transition to higher-performance technologies like SiC and GaN.In power, our revolutionary Power-Thru™ high voltage gate driver portfolio, including the new AHV85003/043 chipset, is a perfect example. We fundamentally solved the physics problem of noise interference in high-voltage systems by integrating the isolated bias supply. This eliminates a major source of electromagnetic interference (EMI), delivering a -20dB improvement that allows our customers to shrink their EMI filters, reduce bill of materials (BOM) count, and get their solutions to the market faster. It’s not just a better gate driver; it’s a new way to design.While Power-Thru™ solves the noise and isolation challenge on the drive side, our sensing technology solves the critical challenge on the control side. In sensing, our new 10-MHz TMR current sensor addresses the critical control challenge in high-speed power conversion. As switching speeds increase, designers need to see and control current with absolute precision in real-time. Our TMR technology provides the high-fidelity signal and rapid response needed to master the control signal chain, ensuring control-loop stability and unlocking the full efficiency potential of GaN and SiC.As power electronics shift toward SiC and GaN, complexity is moving from devices to the system level. In this interview with SFY, Ram Sathappan, Vice President of Marketing and Applications at Allegro MicroSystems, explains how system-focused sensing and power innovations are enabling higher efficiency, lower EMI, and faster time-to-market across EVs, AI data centers, and automation.What are Allegro’s newest innovations in sensing and power ICs, and how do they redefine performance or design efficiency?


INDUSTRY DIALOGSRAM SATHAPPANVice President of Marketing & Applications at Allegro MicroSystems


INDUSTRY DIALOGS 18 | www.semiconductorforu.com All three are critical growth engines for Allegro, and they are converging around the need for greater efficiency while leveraging our design expertise and addressing the megatrends of electrification, automation, AI data centers and robotics.AI Data Centers: The explosive growth of AI is creating an unsustainable AI energy gap. Our Power-Thru gate drivers and high-frequency current sensors are essential for the next generation of Titanium-grade, high-density power supplies that power AI clusters. Additionally, Allegro’s intelligent motor drivers deliver precise, efficient control for both air and liquid cooling systems - enabling quieter operation of essential thermal management in high-density AI serversElectric Vehicles (EVs): The push for faster charging and longer range is all about efficiency. Our recently launched industry’s highest bandwidth10 MHz magnetic current sensors play a critical role in efficient power conversion in onboard chargers, DC-DC Converters and battery management systems in hybrid and battery electric vehicle powertrains. And the new SiC-optimized gate drivers are critical for 800V architectures in onboard chargers and DC/DC converters, minimizing power loss and reducing charging time.Robotics & Automation: Energy efficiency is becoming a key metric for autonomous systems. Our precision TMR sensors provide the accurate position feedback needed for energy-efficient robotic actuation in applications like factory automation and collaborative robots, while our power solutions ensure that intelligence is delivered with minimal energy waste.What connects all three is the need to deliver more performance with less energy and in smaller spaces. That is the system-level challenge Allegro is built to solve.Which emerging applications—EVs, robotics, or data centers—are driving the most demand for your latest solutions?Addressing our customers' biggest challenges and major technology inflections shaping the future are drivers of our prioritization. We focus our innovation on end markets undergoing significant transitions—like the automotive industry's shift from 12V to 48V and 800V architectures, the buildout of AI infrastructure, and the move toward higher levels of automation across industries—where our leadership in sensing and power can solve fundamental system-level problems. It's less about choosing one market over another and more about aligning our R&D expertise with these powerful growth trends where we can create the most value for our customers and stakeholders.We see India as a powerhouse of engineering talent and a market with tremendous growth potential. Allegro has invested in India for years; our design center in Hyderabad is a hub of innovation How do you prioritize global markets and end segments like automotive, industrial, or energy? How do you view India’s semiconductor opportunity, and what role can Allegro play in its growth?


INDUSTRY DIALOGSwww.semiconductorforu.com | 19and a vital part of our global R&D efforts, contributing to some of our most advanced products, including key developments in our automotive-grade power and sensor portfolios.The opportunity is twofold. First, to continue growing our world-class team in India. Second, to be a key technology partner as the country accelerates its ambitions in electric mobility, data centers, and industrial automation. Our solutions for 800V EVs, high-efficiency power and cooling for AI, and precision motor control for robotics are perfectly aligned with the goals of initiatives like the India Semiconductor Mission and Faster Adoption of Manufacturing of Electric vehicles (FAME). We are excited to be a part of India's journey. Our goal is to be a foundational technology partner, helping Indian companies build world-class solutions to compete and win on the global stage.Our strategy leveragesa foundation of collaboration. This happens at multiple levels. First, we have deep ecosystem partnerships with other technology leaders, like Innoscience, where we work together to ensure our gate drivers are perfectly optimized for their GaN FETs. This de-risks the design process for our customers.Second, we work through a world-class network of channel partners and distributors across Asia who provide exceptional local support and expertise.Finally, and most importantly, we form direct innovation partnerships with our lead customers. We work side-by-side with them to understand their future roadmaps and solve their toughest system-level challenges, which is the ultimate driver of our innovation.That’s a great question, because it gets to the heart of our philosophy. We don’t see those as competing priorities to be 'balanced.' We see them as the integrated result of our strategic architecture, which is built for dependability. First, our architectural innovation, like with Power-Thru™, allows us to solve fundamental system problems, creating a platform for rapid and reliable product development.Second, reliability is non-negotiable. Our deep automotive roots mean every product is developed with an 'automotive-grade' mindset. This is stability by design, ensuring our products are robust and trustworthy from day one. Finally, supply chain readiness is a core design principle. This is where our hybrid manufacturing model becomes a strategic advantage. By pairing deep, strategic partnerships with the world's leading foundries and OSATS combined with our own back-end Center of Excellence in the Philippines, we strengthen resilience. We also innovate to help our customers de-risk their supply chains. Our new AHV85003/043 chipset, for example, was engineered with selectable drive rails, giving customers the freedom to use multiple FET suppliers without a redesign. For us, readiness isn't an afterthought; it's part of the design.What partnerships or collaborations are helping accelerate innovation and market reach in Asia and India?How does Allegro balance speed of innovation with reliability and supply-chain readiness?


INDUSTRY DIALOGS20 | www.semiconductorforu.com The biggest disruptor is the system-level complexity created by the transition to wide-bandgap semiconductors like SiC and GaN. The industry has focused on the FET itself, but the real challenge—and opportunity—is in the surrounding signal chain. Mastering the control of these fast-switching devices is the next frontier. This is why we are focused on innovations in high-fidelity sensing and noise-eliminating gate driving.The second major disruptor is the 'AI Energy Gap.' The sheer power consumption of AI is forcing a complete re-evaluation of efficiency from the grid to the processor. This isn't an incremental challenge; it requires revolutionary solutions that can handle more power in smaller spaces with less waste, which is exactly where our technology is targeted. We do this today with our motor driver cooling solutions for the data centers today, and new innovations in current sensing and isolated gate drivers will do the same for data center power supplies. What key technology or market disruptors are shaping the future of sensing and power ICs?At Allegro, we believe the most direct path to both sustainability and cost-efficiency is through system-level efficiency. Our products are designed to help our customers build systems that waste less energy. By enabling more efficient SiC and GaN designs, our Power-Thru gate drivers and high-bandwidth current sensors directly contribute to reducing power consumption in data centers and extending the range of EVs. That is sustainability in action.On cost-efficiency, we look at the system, not just the component. Our new AHV85003/043 chipset is a perfect example. It reduces system cost by eliminating the need for external bias converters, shrinking the size of expensive EMI filters, and reducing the overall BOM count. By solving these problems at the IC level, we deliver a lower total cost of ownership for our customers. Similarly, our magnetic sensors enable precision motor control that dramatically reduces energy consumption in everything from industrial pumps to EV traction motors. For us, efficiency is the most direct path to both sustainability and customer value.How is Allegro integrating sustainability and cost-efficiency into its next-generation products?


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22 | www.semiconductorforu.comOur StrengthAs surging global demand for electronics fuels growth in industrial automation, robotics, EVs, and aerospace, distributors are reshaping strategies to maintain a competitive edge. In an exclusive interview, Tony Ng, DigiKey's Vice President for APAC, shares with Vaishali—Editor of Semiconductor For You—how the company's strategic investments in digital platforms, expansive inventory, and targeted regional expansion (especially in India) are fortifying its leadership in the dynamic semiconductor landscape.is in-stock availability, localization, and customer-centric serviceINDUSTRY DIALOGS “


www.semiconductorforu.com | 39TONY NGVice President for APAC DigikeyINDUSTRY DIALOGS


24 | www.semiconductorforu.com Q. HOW DOES DIGIKEY ASSESS CURRENT GLOBAL MARKET GROWTH, AND WHAT ARE THE KEY FACTORS DRIVING ITS BUSINESS MOMENTUM TODAY? DigiKey started 2026 with a bullish outlook. We anticipate continued growth in industrial automation, robotics, EVs, autonomous systems, the maker space and aerospace and defense. We see industrial automation leading the way and have invested our resources accordingly, with system upgrades and platform enhancements that will help customers research, shop for and receive products with ease and efficiency. As always, we will continue to expand our line card with existing and new suppliers. Our proactive approach gives us confidence for the year ahead, and current market indicators bolster that optimism. Based on customer order patterns, our continued investments in inventory breadth and depth and our focus on utilizing data to inform our decisions, we are well-positioned for the rest of the year.Q. WHAT ARE DIGIKEY’S CORE BUSINESS PLANS AND PRIORITIES FOR THE NEXT FEW YEARS AMID RAPID CHANGES IN THE ELECTRONICS AND SEMICONDUCTOR ECOSYSTEM?Q. CAN YOU SHARE DETAILS ON ANY NEW INITIATIVES OR PROGRAMS DIGIKEY HAS LAUNCHED TO STRENGTHEN ITS VALUE PROPOSITION FOR CUSTOMERS AND PARTNERS?Q. WHAT MAJOR COMPETITIVE CHALLENGES DOES DIGIKEY FACE IN THE GLOBAL DISTRIBUTION MARKET, AND HOW DOES THE COMPANY STAY AHEAD OF COMPETITORS? We will continue to invest in more robust, predictive web search features, expand inventory levels and increase automation in the DigiKey warehouse. These investments help customers by making research, shopping and delivery easier and more efficient. As always, we will continue to expand our line card with existing and new suppliers. DigiKey has been making investments in AI, global logistics, ESG transparency, web experience, export compliance, automation, inventory depth and breadth, new product introductions, The speed of innovation has triggered massive demand for new products and solutions. By partnering with franchised suppliers, DigiKey ensures it offers the most cutting-edge, sought-aflocalization and price competitiveness – all of which have driven our increase in customer count and website traffic. INDUSTRY DIALOGS


www.semiconductorforu.com | 25ter products available on shelves to support new designs and product introductions. We also continuously source and invest in new franchise engagement to fulfill the needs of different market segments and regions. Utilizing AI and leveraging digital connectivity solutions are also part of our corporate strategies to ensure continuous enhancement of our services, capabilities, and productivity for our global customer base.The DigiKey difference is evident in our inventory pipeline, in-stock product availability, competitive pricing, localization & customer service. Our continued investment in high-value customer experience sets us apart from others in the industry. Q. HOW DO DIGITAL PLATFORMS, DATA, AND CUSTOMER INSIGHTS HELP DIGIKEY REMAIN AGILE AND FUTURE-READY? We got a lot of positive customer feedback, but a few in the last month really underscored DigiKey’s strengths as a partner. In all three cases, a customer was looking for a specific product that DigiKey had in stock, shipped internationally and arrived within three days. They all called out INDUSTRY DIALOGS


26 | www.semiconductorforu.com the benefit of receiving an authentic product that met their needs, quickly and with no issues. We take pride in being a reliable partner to customers with niche needs and ensuring they receive the products they need in a timely manner.chain challenges are bolstered by robust supplier relationships and real-time inventory management. For our supplier partners, we’re offering a range of new options to simplify and streamline business growth. At DigiKey, we are committed to being a digital leader in our industry. We are continually exploring ways to expand our global business and enhance the customer experience, including within the Indian market. As part of this effort, we recently introduced a new checkout option for purchasing in INR for registered users on our DigiKey.Q. HOW DOES DIGIKEY VIEW THE INDIA MARKET TODAY, AND WHAT ROLE DOES INDIA PLAY IN ITS OVERALL GLOBAL GROWTH STRATEGY? India has long been an important market for DigiKey, and it continues to be a growing market for us. Our proactive strategies to tackle supply INDUSTRY DIALOGS


www.semiconductorforu.com | 27selection and recommendations, it could generate long-term domestic demand that requires local delivery to support product development in semiconductor equipment, factory automation, and multiple industrial segments, ranging from chemicals and gases to raw materials. These developments within domestic India could all become a growing factor in our continuously increasing franchises and stock availability.Q. WITH THE LAUNCH OF INDIA SEMICONDUCTOR MISSION 2.0, WHAT OPPORTUNITIES DOES DIGIKEY SEE, AND HOW IS THE COMPANY PREPARING TO SUPPORT THIS ECOSYSTEM? In the short term, it can generate another boost to local R&D activities on top of the already fast-growing area. In addition to component in site. Plus, registered customers can now check out with our local logistics partner, AqTronics, making it easier and more efficient to do business with DigiKey India.Q. IN WHAT WAYS IS DIGIKEY SUPPORTING THE DEVELOPMENT OF ENGINEERING TALENT AND TECHNICAL SKILLS IN INDIA?Q. HOW DOES DIGIKEY ENSURE QUALITY, AUTHENTICITY, AND TRUST ACROSS ITS SUPPLY CHAIN, ESPECIALLY AS THE DISTRIBUTION MARKET CONTINUES TO EXPAND? DigiKey supports design engineers, manufacturers and supply chain professionals in several ways. First, through our industry-leading website, which offers several different buying experiences, like APIs, EDI, a punchout catalog, our parts list management tool, myLists and more. We also offer digital tools like our Scheme-It, CAD models, various content formats and our TechForum, where customers can ask questions of our community of technicians, engineers, and, in some cases, the manufacturer. DigiKey plays a critical role in helping designers and engineers navigate global safety and security standards by making the complex world of certifications more transparent and easier to incorporate into early design decisions. While compliance with these standards is ultimately achieved through the extensive certification work performed by component manufacturers, DigiKey ensures that this information is accessible, clear and actionable during the component selection process.Our suppliers invest significant time and resources to validate that their products meet the necessary functional safety or cybersecurity requirements. DigiKey’s value lies in elevating that information so engineers can quickly determine whether a component aligns with the regulatoINDUSTRY DIALOGS


ry, safety and application-specific criteria of their mission-critical designs. A major focus of this effort is the continuous improvement of how certification data is surfaced within our portfolio. This includes more precise product tagging, clearly listed compliance attributes and direct access to supporting documentation. When a part meets a particular safety integrity level or cybersecurity standard, we work to ensure that this information appears right alongside essential product details, such as datasheets and images, on the DigiKey website.We view this as a process of “information digestion,” absorbing more detailed certification and qualification data from suppliers and presenting it in a format that reduces ambiguity and accelerates decision making. Today, DigiKey already provides a substantial amount of this information, but we recognize the growing need for deeper, more accurate and more intuitive visibility into certification status as engineering requirements evolve.Looking ahead, we are committed to expanding both the breadth and usability of this data. By strengthening how safety and security certifications are communicated, DigiKey enables engineers to make confident, standards-aligned choices from the beginning of their design process, ultimately supporting safer, more reliable mission-critical systems.28 | www.semiconductorforu.com Q. WHAT STRATEGIES IS DIGIKEY ADOPTING TO REACH A WIDER CUSTOMER BASE IN INDIA, FROM STARTUPS AND DESIGNERS TO LARGE OEMS AND MANUFACTURERS? First, DigiKey recently announced the launch of our Indian subsidiary in Bengaluru. DigiKey India operates a Global Capability Center (GCC) that serves as a technology innovation and collaboration hub for the company’s global operations, supporting the organization in keeping pace with the demands of its suppliers and customers for services and innovation in India and worldwide.Second, DigiKey’s partnership with nearly 3,000 global suppliers and its portfolio of more than 17.5 million components give Indian customers unparalleled visibility and access to the latest technologies across semiconductors, power, connectivity and automation. We also help designers quickly evaluate options, compare specifications and make informed choices without being locked into a single vendor or constrained by limited local availability. For DigiKey, reaching a wider customer base in India means we are helping Indian customers reduce friction through their entire product lifeINDUSTRY DIALOGS


www.semiconductorforu.com | 29cycle – from concept, design and deployment, through maintenance, repair and ideating for the next generation. Traditional distributors tend to focus on availability and transactional fulfillment, but at DigiKey, we take pride in our support role that helps enable designs throughout the lifecycle. DigiKey also provides a high level of operational resilience through fast fulfillment, small-lot availability, transparent lead times and a wide breadth of products.INDUSTRY DIALOGS


30 | www.semiconductorforu.com BLOG BEAT WINGS OVERTHE DAWN OF AERIAL EXPLORATION BEYOND EARTHMARS


www.semiconductorforu.com | 31BLOG BEATT hhe first powered flights on Mars marked a turning point in space engineering, demonstrating that autonomous aerial vehicles can operate in extreme extraterrestrial environments. Beyond a technological milestone, these missions revealed new design paradigms in robotics, sensing, autonomy, and systems engineering—paving the way for future planetary exploration strategies that combine aerial and ground mobility to expand scientific reach.Introduction: A New Dimension in Planetary ExplorationFor decades, planetary exploration relied almost entirely on orbiters and wheeled rovers. While these systems transformed our understanding of Mars and other celestial bodies, they were limited by terrain, speed, and accessibility. The successful demonstration of powered flight in Mars’ ultra-thin atmosphere fundamentally expanded the exploration toolkit.Aerial robotic explorers introduced a new capability: reaching locations inaccessible to ground vehicles, scouting terrain ahead of rovers, and gathering contextual data from above. This shift represents more than an incremental improvement—it is the beginning of aerial mobility as a core architecture in planetary missions.“Flight on another world proved that mobility in space exploration no longer needs to be bound to the surface.”


32 | www.semiconductorforu.com BLOG BEAT Engineering Flight in an Alien AtmosphereAutonomous Systems as Exploration PartnersMars presents one of the most challenging environments for aviation. The atmosphere has roughly one percent of Earth’s density, drastically reducing aerodynamic lift. Temperatures plunge below −90 °C, electronics must survive intense radiation, and communication delays make real-time control impossible.To achieve flight under these conditions, engineers had to rethink nearly every aspect of aircraft design:One of the most important contributions of aerial exploration on Mars was its role as a scout for surface missions. Ground vehicles, though highly capable, face obstacles such as sand traps, steep slopes, and rock fields. Aerial vehicles can survey these hazards from above, identifying safe routes and high-value scientific targets.This cooperative exploration model—air and ground robots working together—represents a paradigm shift in mission design. Rather than a single robotic platform performing all tasks, future missions may deploy heterogeneous robotic teams with complementary mobility.Such distributed systems offer several advantages:Aerial scouts also enable access to otherwise unreachable environments such as cliffs, crater walls, and lava tubes—regions believed to hold clues to planetary geology and potential past habitability.The result was a fully autonomous aerial robot capable of executing pre-planned flights independently. Because signals between Earth and Mars can take minutes to travel, direct remote control is impractical; instead, missions rely on onboard autonomy using cameras, inertial sensors, and range-finding systems to determine position and trajectory in real time. This autonomy requirement has broader implications. Planetary aerial vehicles effectively operate as self-contained cyber-physical systems—combining sensing, computation, and control in extreme conditions. These architectures are now influencing terrestrial robotics, especially in hazardous environments such as disaster zones or remote industrial sites.• Ultra-lightweight structures to compensate for low atmospheric density• High-speed rotors generating lift in thin air• Energy-efficient propulsion within strict mass limits• Thermal systems to maintain survivable internal temperatures• Autonomous navigation without human piloting• Reduced risk to primary assets• Faster terrain mapping• Expanded exploration radius• Contextual imaging for scientific interpretation


www.semiconductorforu.com | 33BLOG BEATThe Role of Commercial-Grade Electronics in SpaceEnergy, Thermal, and Environmental ChallengesAnother surprising aspect of modern planetary aerial systems is the use of advanced yet relatively compact electronics. Instead of relying solely on heavy, traditional space-qualified hardware, designers integrated high-performance processors, cameras, and sensors within strict mass budgets.The onboard avionics typically include:Operating on Mars requires surviving not only flight stresses but also long periods of extreme cold. Nighttime temperatures can fall so low that batteries and electronics risk permanent damage. Maintaining thermal stability consumes a significant portion of available energy.Energy systems must therefore meet several competing requirements:These components enable visual-inertial navigation—an approach where a vehicle estimates its motion by tracking surface features while integrating inertial data. Such methods are widely used in drones and autonomous vehicles on Earth and are now proven viable in extraterrestrial environments.The success of these electronics architectures demonstrates that advanced sensing and autonomy can be achieved within tight energy and weight constraints—an insight that is influencing both space systems and compact robotics on Earth.Solar-powered batteries supply energy for daily operations, while insulation and heaters preserve internal temperatures. Even so, thermal management often determines operational limits more than energy capacity alone.These constraints illustrate a key lesson in planetary engineering: environmental survival systems are often as critical as mission functionality. The same principle applies to future missions targeting even harsher environments such as Venus’ atmosphere or the icy moons of the outer solar system.• High-speed processors for navigation algorithms• Inertial measurement units for orientation• Optical cameras for terrain tracking• Laser altimeters for height estimation• Low-power communication radios• Provide enough power for flight• Sustain heating during long nights• Recharge efficiently via solar energy• Remain lightweight and compact


Extending Exploration Beyond RoversThe introduction of aerial mobility has already influenced concepts for future planetary missions. Engineers are exploring larger rotorcraft, aerial-ground hybrid systems, and multi-drone swarms capable of cooperative exploration.Potential future applications include:These capabilities could dramatically accelerate scientific discovery. Aerial scouts can identify high-priority sites before committing heavy landers or rovers, reducing mission risk and cost.• Surveying rugged canyon systems• Exploring subsurface cave entrances• Mapping ice deposits in polar regions• Reconnaissance for sample-return missions• Atmospheric measurements at multiple altitudesAutonomy Under Communication DelayMars missions operate with communication delays ranging from several to over twenty minutes, eliminating the possibility of real-time piloting. Aerial vehicles must therefore execute entire flight sequences autonomously once commands are uploaded.This requires:During flight, onboard algorithms analyze camera images and sensor data to determine position and velocity relative to the surface. The aircraft continuously updates its trajectory, ensuring stability despite environmental disturbances.Such autonomous control frameworks represent a milestone in robotics. They demonstrate that intelligent mobility systems can operate independently in environments far beyond human reach—an essential capability for deep-space exploration.• Pre-planned flight trajectories• Hazard detection during flight• Real-time stabilization and control• Autonomous landing decisions34 | www.semiconductorforu.com BLOG BEAT “Aerial robotics adds a third dimension to planetary exploration, multiplying the reach of every surface mission.”


Lessons for Earth-Based EngineeringThe engineering breakthroughs achieved in extraterrestrial aerial systems are not limited to space exploration. They are already influencing terrestrial technologies in several domains:1. Autonomous dronesNavigation algorithms designed for Mars are applicable to GPS-denied environments such as indoor spaces, underground tunnels, or disaster zones.2. Extreme-environment roboticsThermal and energy management strategies translate to polar exploration, deep-sea vehicles, and high-altitude aircraft.3. Lightweight robotics designUltra-efficient structures and propulsion systems inform the development of micro-air vehicles and portable robotics.4. Distributed robotic teamsThe aerial-ground cooperation model is relevant to agriculture, mining, environmental monitoring, and infrastructure inspection.Thus, planetary exploration serves as a proving ground for next-generation autonomous systems that ultimately benefit Earth-based industries.Toward a Multi-Robot Planetary FutureThe success of aerial exploration on Mars has shifted mission planning philosophy. Rather than deploying a single, highly capable robot, agencies now consider fleets of specialized robotic platforms—each optimized for specific tasks.Future planetary missions may include:This layered architecture mirrors ecological systems, where diverse agents interact to explore and adapt to complex environments.Aerial robotics, once experimental, is now poised to become a standard component of planetary exploration missions.• Orbiters for global mapping• Landers for stationary science• Rovers for surface traversal• Aerial vehicles for reconnaissance• Subsurface probes for underground explorationwww.semiconductorforu.com | 35BLOG BEAT


36 | www.semiconductorforu.com BLOG BEAT BEYOND COMPUTER:THE RISE OF THE AI INTERCONNECT ERA


www.semiconductorforu.com | 37BLOG BEAT


38 | www.semiconductorforu.com BLOG BEATEarly machine learning workloads could run on single servers or small clusters. Today’s generative AI and largescale analytics require massively parallel architectures. As models grow from billions to trillions of parameters, performance depends not only on compute speed but on how efficiently processors exchange data.AI workloads involve constant synchronization: gradients, activations, and parameters must move rapidly between accelerators during training. Even tiny delays can stall thousands of processors simultaneously, wasting enormous compute resources. As a result, interconnect latency, bandwidth, and reliability have become as critical as processor performance.Large AI clusters may contain hundreds of thousands of links connecting compute, switching, and storage devices in a hierarchical network fabric. These links must deliver extremely high throughput while maintaining deterministic timing and fault tolerance.Artificial intelligence has entered an era defined by scale. Training and deploying modern AI systems increasingly requires thousands—or even millions—of processors working together in tightly coordinated clusters. While compute chips often capture attention, the true enabler of this massive parallelism is the interconnect: the network of physical links and protocols that allows distributed processors, memory, and storage to function as a single machine.Over the past decade, AI interconnects have undergone a profound transformation. Driven by exploding model sizes, data volumes, and real-time processing demands, they have evolved from simple copper traces on circuit boards to sophisticated optical fabrics spanning entire campuses—and soon, potentially wireless links operating at terahertz frequencies. Understanding this evolution reveals how AI infrastructure is being reshaped from the inside out.BLOG BEAT As artificial intelligence scales to massive distributed systems, interconnect technologies have become the backbone of modern computing infrastructure. From copper links inside servers to advanced optical and emerging wireless connections across data centers, AI interconnects are evolving rapidly to deliver ultra-low latency, high bandwidth, and energy efficiency—enabling larger models, faster training, and globally distributed AI clusters.Why AI Interconnects Matter More Than Ever“AI performance now depends as much on data movement as on computation.”


BLOG BEATwww.semiconductorforu.com | 39The earliest AI accelerator systems relied on electrical (copper-based) interconnects. Within a single server or rack, copper traces & cables provide low-cost, low-latency connections between processors & switches. This “scale-up” domain—where multiple accelerators act as one logical unit—remains essential for high-performance AI.Copper has several advantages at short distances:However, copper links face physical limits. As data rates climb beyond hundreds of gigabits per second, signal loss and electromagnetic interference restrict reach to roughly rack-scale distances. This effectively caps how many processors can be tightly coupled using purely electrical interconnects.Consequently, early AI clusters could scale only within single racks or closely adjacent systems. Expanding beyond that required a different technology paradigm.Minimal signal conversion overheadLow power consumptionHigh reliability Cost efficiencyBLOG BEATThe First Stage: Copper Interconnects and Scale-Up SystemsTo connect larger clusters across rows and data-center halls, optical interconnects emerged as the dominant solution. Optical fiber can transmit data over tens to thousands of meters with minimal loss, enabling AI fabrics to scale far beyond copper’s reach.Today, most large AI networks rely on optical links for “scale-out” connectivity—the interconnect layer that links multiple racks and clusters. These networks deliver hundreds of gigabits per second per port, with roadmaps extending into multi-terabit speeds.The shift from copper to optics represents a fundamental architectural change. Instead of physically co-located processors, AI systems can distribute compute resources across entire facilities while maintaining the illusion of a unified machine.Optical interconnects also enable multi-layer switching topologies, allowing efficient communication among thousands of nodes. As AI clusters approach million-processor scale, optical fabrics have become indispensable for maintaining bandwidth and latency requirements.The Optical Revolution: Breaking Distance Barriers“The transition from copper to optics marks the true scaling point of modern AI infrastructure.”


40 | www.semiconductorforu.com BLOG BEAT While optical links solve distance challenges, they introduce new complexity. Traditional optical modules sit outside processors, requiring electrical-to-optical conversion that adds latency and power overhead. To address this, the industry is moving toward tighter integration between optics and compute.Emerging approaches embed optical interfaces directly within processor packages or adjacent modules. This reduces electrical path length to millimeters, improving signal integrity and efficiency. Integrated optics can extend high-bandwidth connections beyond rack boundaries while preserving the low latency of electrical links.Research suggests that three-dimensional integrated optics could dramatically expand scale-up domains, enabling hundreds of processors across multiple racks to operate as a single unit. Such architectures could significantly reduce AI training time and energy consumption.These innovations blur the boundary between electrical and optical interconnects, creating hybrid fabrics optimized for both short- and medium-range connectivity.As AI workloads continue to expand, even single data centers may become insufficient. The next frontier is distributed AI clusters spanning multiple facilities or campuses. These architectures require interconnects capable of high-speed data transfer over kilometers while maintaining synchronization.Optical technologies optimized for medium-range distances are emerging to bridge this gap, enabling distributed training and inference across sites. These links ensure data integrity, redundancy, and real-time coordination across large geographic footprints.This evolution transforms AI infrastructure into a networked supercomputer—no longer confined to a single building.Integrated and Co-Packaged Optics: The Next Step Beyond the Data Center: Multi-Site AI ClustersModern AI interconnect architectures combine multiple layers:Copper dominates the inner layers, while optics handles outer layers. This hierarchy balances cost, power, and reach constraints.Such layered fabrics allow AI systems to scale incrementally: processors aggregate into nodes, nodes into racks, racks into clusters, and clusters into geographically distributed supercomputers.Hierarchical AI Fabrics: Scale-Up and Scale-OutChip-to-chip links inside processorsBoard-level connections within serversRack-level networks connecting acceleratorsCluster fabrics spanning data centersCampus or multi-site links across facilities


www.semiconductorforu.com | 41BLOG BEATBandwidth and latency are not the only challenges. Energy consumption has become a major constraint in AI interconnect design. Optical links consume power for lasers, modulation, and signal processing, while copper requires high-drive electrical signaling at extreme speeds.As AI clusters scale toward millions of processors, interconnect power can rival compute power. Researchers therefore focus on reducing energy per transmitted bit through improved modulation, photonics integration, and new materials.Advanced optical processors capable of all-optical signal processing have demonstrated dramatic reductions in latency and energy consumption compared with conventional electronic processing.Energy-efficient interconnects will be essential for sustainable AI infrastructure in the coming decade.Beyond optical fiber, experimental technologies aim to redefine interconnect architecture altogether. One promising direction is wireless communication inside data centers using millimeter-wave or terahertz frequencies.Wireless links could eliminate cables, reduce congestion, and enable dynamically reconfigurable topologies. Research prototypes suggest terahertz links could deliver terabit-per-second speeds over tens of meters with extremely low latency and energy use.Such systems would allow flexible connections between servers and racks, adapting topology to workload demands. While still experimental, they illustrate how AI interconnects may evolve beyond physical wiring.Historically, computing performance improved primarily through transistor scaling. Today, AI performance increasingly depends on how effectively many processors work together. Interconnects have therefore become a central scaling mechanism.High-speed interconnects effectively create “virtual super-processors” by linking many chips into a single logical compute domain. As semiconductor scaling slows, this distributed architecture allows continued growth in system capability.The implication is profound: future AI breakthroughs may depend as much on networking innovation as on advances in processors or algorithms.Despite rapid progress, several challenges remain:Energy Efficiency: The Hidden ConstraintEmerging Frontiers: Wireless and Terahertz InterconnectsInterconnects as the New Scaling EngineChallenges AheadLatency sensitivity: AI synchronization demands nanosecond-level precision


42 | www.semiconductorforu.comBLOG BEATThe trajectory of AI interconnect evolution is clear:The evolution of AI interconnects reflects the broader transformation of computing itself. As AI models grow and workloads distribute across thousands of processors, interconnect technologies have become the backbone of performance, scalability, and efficiency.From copper traces within servers to optical fibers spanning campuses—and emerging wireless links beyond—AI interconnects are enabling unprecedented system scale. Their continued advancement will shape the next generation of intelligent infrastructure, determining how far and how fast artificial intelligence can evolve.In the era of trillion-parameter models and distributed supercomputers, the future of AI will be connected—literally—by the networks that bind its processors into one cohesive intelligence.Ultimately, AI infrastructure may resemble a global photonic network linking distributed compute resources into a unified intelligent fabric. This vision aligns with trends toward cloud-native AI, edge computing, and geographically distributed training.The Road Ahead: Toward Photonic and Distributed AIConclusionSolving these issues will determine how quickly AI infrastructure can scale in the coming years.Power constraints: Interconnect energy must scale efficientlyCost pressures: Optical components remain expensiveReliability: Massive networks must tolerate failures gracefullyStandardization: Diverse technologies complicate interoperabilityCopper for ultra-short-reach connectionsIntegrated optics for rack-scale fabricsOptical fiber for data-center networksCoherent optics for campus-scale clustersWireless or photonic innovations for future systems


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44 | www.semiconductorforu.com BLOG BEAT CITY4.0:WHERE ENGINEEGO SMART


www.semiconductorforu.com | 45BLOG BEATERING CAREERS


46 | www.semiconductorforu.comBLOG BEATThe rise of smart cities is transforming engineering from siloed disciplines into collaborative, data-driven, and sustainability-focused professions. As urban infrastructure merges with digital intelligence, engineers must master interdisciplinary skills spanning IoT, AI, cybersecurity, and environmental design. This shift is not only creating new job roles but also redefining how engineers design, manage, and sustain the cities of the future.Urbanization is accelerating worldwide, placing unprecedented pressure on infrastructure, resources, and public services. Smart cities—urban environments enhanced with connected sensors, data analytics, and intelligent automation—have emerged as a solution to these challenges. They integrate physical infrastructure such as roads, energy grids, and buildings with digital technologies to improve efficiency, sustainability, and quality of life.This technological convergence is not merely reshaping cities; it is redefining engineering careers. Engineers who once specialized in narrow domains now operate in ecosystems where software, hardware, and environmental considerations intersect. As smart city adoption grows into a multi-trillion-dollar global market, demand is rising for engineers who can bridge disciplines, manage data-driven systems, and design resilient urban infrastructure.


www.semiconductorforu.com | 47BLOG BEATHistorically, engineering disciplines were structured around distinct infrastructure components: civil engineers built roads and bridges, electrical engineers designed power systems, and mechanical engineers developed machinery. Smart cities blur these boundaries. A traffic light, for example, is no longer a standalone electrical device—it is part of a networked system communicating with vehicles, sensors, and cloud platforms to optimize traffic flow.The Internet of Things (IoT) lies at the heart of this transformation. Sensors embedded across urban environments continuously collect data on energy consumption, traffic congestion, air quality, & public safety. This data feeds centralized platforms that analyze conditions in real time & trigger automated responses, creating dynamic urban systems rather than static infrastructure. For engineers, this shift means moving from designing isolated components to architecting interconnected systems. It also demands familiarity with networking, data analytics, and cybersecurity—skills once considered outside traditional engineering roles.01 From Traditional Infrastructure to Intelligent SystemsOne of the most profound changes in engineering careers driven by smart cities is the rise of interdisciplinary collaboration. Urban solutions now require input from civil, electrical, environmental, and software engineers, as well as urban planners and policymakers.For instance, designing a smart water management system involves hydraulic engineering, sensor networks, data analytics, and regulatory compliance. Similarly, intelligent transportation systems combine automotive engineering, communications technology, and urban planning.Engineers must therefore cultivate broader knowledge bases and collaborative skills. Understanding policy constraints, cost-benefit trade-offs, and societal impacts has become as important as technical expertise. This interdisciplinary orientation is rapidly becoming the defining characteristic of smart city engineering roles. 02 Interdisciplinary Engineering: The New Norm“ SMART CITIES ARE REWRITING THE ENGINEERING PLAYBOOK, PUSHING ENGINEERS BEYOND DISCIPLINE SILOS INTO INTEGRATED URBAN INNOVATION.”


48 | www.semiconductorforu.comBLOG BEATSmart cities merge information technology (IT) with operational technology (OT)—the hardware and systems controlling physical infrastructure. Traditionally, OT systems such as power grids or water networks were isolated and manually managed. Today they are digitized, connected, and remotely controlled through software platforms.Engineers must now design and maintain hybrid IT-OT architectures that enable real-time monitoring and automation. For example, smart grids integrate distributed renewable energy sources, predictive analytics, and automated load balancing. Engineers working on such systems need expertise in electronics, communications, data science, and control systems simultaneously.This convergence also extends to digital twins—virtual replicas of physical infrastructure that simulate performance and predict failures. Software and data engineers collaborate with mechanical and civil engineers to create and maintain these models, fundamentally altering infrastructure lifecycle management. 03 The Convergence of IT and OT Smart cities prioritize sustainability—efficient resource use, reduced emissions, and climate resilience. As cities grow denser and environmental risks intensify, engineers must design infrastructure that conserves energy, water, and materials while adapting to changing climate conditions. Smart energy systems illustrate this shift. Distributed energy resources such as solar panels and microgrids require engineers to manage decentralized power generation and storage. Real-time analytics optimize supply and demand, reducing waste and emissions. Similarly, environmental engineers deploy sensor networks to monitor air and water quality, enabling data-driven interventions to protect public health. Climate-resilient infrastructure—such as flood-adaptive drainage systems or heat-resistant materials—also demands innovative engineering approaches. Sustainability is no longer a specialized niche; it is embedded across engineering roles in smart cities.Sustainability as a Core Engineering Competency04“IN SMART CITIES, SUSTAINABILITY IS NOT AN ADD-ON—IT IS ENGINEERED INTO EVERY SYSTEM, FROM ENERGY GRIDS TO MOBILITY NETWORKS.”


www.semiconductorforu.com | 49BLOG BEATThe integration of digital and physical systems is creating entirely new engineering career paths. Several roles are particularly prominent:Cybersecurity EngineersConnected infrastructure is vulnerable to cyberattacks that can disrupt essential services. Engineers must secure networks, detect anomalies, and protect citizen data. AI-driven threat monitoring is increasingly central to these roles. Data and AI EngineersSmart cities generate massive datasets from sensors and devices. Data engineers build platforms to aggregate and analyze this information, while AI engineers develop predictive models for traffic flow, energy demand, and infrastructure maintenance. Traffic and Mobility EngineersIntelligent transportation systems rely on vehicle-to-infrastructure communication, autonomous mobility, and real-time analytics to reduce congestion and emissions. Engineers design algorithms and networks that coordinate vehicles, signals, and public transit systems. Environmental and Resilience EngineersClimate change and urbanization require engineers to design infrastructure resilient to extreme weather, resource scarcity, and environmental degradation. Monitoring systems and adaptive materials are central to this work. User-Experience EngineersCitizen engagement is critical for smart city success. Engineers design interfaces and applications that make services accessible while safeguarding privacy, ensuring that residents can interact seamlessly with urban systems. These roles demonstrate how engineering careers are expanding from technical implementation toward system orchestration and human-centric design.05 Emerging Engineering Roles in Smart CitiesSmart city infrastructure requires continuous monitoring and maintenance, transforming how engineers manage assets. Traditional infrastructure maintenance followed periodic schedules or reactive repairs. In smart cities, sensor data enables predictive maintenance—anticipating failures before they occur.Lifecycle Management and Predictive Maintenance06


50 | www.semiconductorforu.comBLOG BEATFor example, vibration sensors on bridges can detect structural stress, while smart meters reveal energy anomalies indicating equipment malfunction. Engineers analyze these data streams to schedule targeted interventions, reducing downtime and costs.This shift demands new competencies in data analytics, machine learning, and remote system management. Engineers must also ensure interoperability between legacy infrastructure and modern digital systems—a complex challenge in many existing cities. Equally important are soft skills such as collaboration, communication, and policy awareness. Engineers increasingly interact with governments, businesses, and communities to implement smart city solutions.As urban infrastructure becomes interconnected, cybersecurity emerges as a critical engineering responsibility. Attacks on smart city systems can compromise utilities, transportation, or citizen data. Real-world incidents have demonstrated the vulnerability of municipal digital infrastructure, highlighting the need for robust defenses. Engineers must design secure architectures, encrypt data flows, and continuously monitor networks for threats. Security considerations now influence every stage of infrastructure design—from device hardware to cloud platforms.This evolution reinforces the transformation of engineering from purely technical disciplines to risk-aware system engineering professions.The changing landscape of engineering careers requires corresponding shifts in education and professional development. Universities and training programs are adapting by integrating interdisciplinary curricula that combine engineering fundamentals with data science, sustainability, and urban studies. Future engineers must develop skills in:Cybersecurity: Protecting the Connected CityEducation and Skill Development for Future Engineers0708Systems thinking and integrationData analytics and AICybersecurity and networkingSustainability and environmental designHuman-centered interface development


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