PRESENTATION

How AI will Drive Growth in Power Semiconductors, from the (Data) Center to the Edge

The potential energy demands of AI data centers has been a constant source of headlines. This presentation will go beyond those headlines to take a data driven look at how this will drive demand for power semiconductors. We will utilise data and insights from Omdia's dedicated data center team to build a market forecast. It is often thought that compound semiconductors have a great opportunity in this space, but how realistic is that? And what penetration rates will be required to drive real, sustainable, revenue growth?

Callum Middleton

Omdia

Callum graduated with a doctorate from the University of Bristol in 2018, specializing in materials science and the physics of semiconductor devices. Upon graduation, Callum worked in the defense industry and for a research organization developing the next generation of compound semiconductor systems. This work focused on high-performance modules and packages across RF, photonics, and power electronics, with a primary focus on power modules for automotive and energy applications. Callum brings his expertise in compound semiconductors and packaging and his passion for new technology to the power electronics service at Omdia, which he joined in July 2022.