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  6. Research Report: "The Semiconductor Industry in the Era of Physical AI"

Research Report: "The Semiconductor Industry in the Era of Physical AI"

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last updated:Aug 17, 2026

CMC RESEARCH Ltd.
CMC RESEARCH Ltd.
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A compass for the era of physical AI. Structuring everything from semiconductors to data centers!

The Semiconductor Industry in the Era of Physical AI A 2030 Hegemony Scenario Interpreted from the Perspective of Constraint Economics [Features of This Book] - Where is the true bottleneck of AI semiconductors? Unraveling the depths of physics and technology. - Beyond miniaturization lies the "Century of Implementation." A complete analysis of the next-generation semiconductor hegemony. - A compass for the era of Physical AI. Structuring everything from semiconductors to data centers. - Break through the constraints of power, heat, and materials. What are the conditions for victory in the next-generation semiconductor industry? - Why is silicon alone not enough? The new economic value created by physical constraints. - US-China rivalry and the supply chain. The "winning strategy" for Japan's semiconductor industry. - From CoWoS to next-generation implementation. A thorough dissection of the bottlenecks in the AI semiconductor supply chain. - A gift to the winners of 2030. An integrated strategy for Physical AI and semiconductor infrastructure. - The fusion of physical phenomena and AI. Here is the technology roadmap that redefines the industry. - The shock of the data center revolution. Comprehensive coverage of the economics of waste heat and the materials revolution.

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(表紙画像)フィジカルAI時代の半導体産業.jpg

Research Report: "The Semiconductor Industry in the Era of Physical AI"

(表紙画像)フィジカルAI時代の半導体産業.jpg
(表紙画像)フィジカルAI時代の半導体産業.jpg
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■ Release Date: August 17, 2026 ■ Price: Main edition (booklet version) 220,000 yen (tax included) Main edition + CD (PDF version) 275,000 yen (tax included) ★ Our newsletter members (registration free): 10% off the regular price! ■ Format: A4 size, paperback, 208 pages ■ Published by: CMC Research Co., Ltd. ISBN 978-4-910581-98-9

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Main body (booklet version) 220,000 yen (tax included) Main body + CD (PDF version) 275,000 yen (tax included) ★ Our newsletter members (registration free): 10% off the regular price!

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Book "Latest Trends in Semiconductor Packaging Technology and Design/Evaluation Techniques for Semiconductor Encapsulation Materials"

Book "Latest Trends in Semiconductor Packaging Technology and Design/Evaluation Techniques for Semiconductor Encapsulation Materials"

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10/26 Webinar "Silicon Chemicals; Complete Guide"

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■Title: "Silicon Chemicals Active in Everyday Life and Cutting-Edge Applications; Comprehensive Explanation - From Silicon to Silicone and Silica, Basics to Applications -" ――This seminar systematically explains silicon chemicals, covering raw materials, manufacturing methods, properties, and applications. It introduces a wide range of uses from everyday items such as hygiene products and cooking utensils to advanced fields like optics and semiconductors, focusing on silicon, silanes, silicones, and silica. 【Knowledge Gained from the Seminar】 - Basic knowledge of silicon chemicals (raw materials, manufacturing methods, properties) - Classification, manufacturing methods, and applications of silicon - Manufacturing methods and applications of inorganic and organic silanes - Classification, manufacturing methods, and applications of silicones - Manufacturing methods, types, particle sizes, and applications of silica - The role of silicon chemicals in optics and semiconductors 【Target Audience for the Seminar】 - Those interested in the manufacturing methods of silicon chemicals (from silicon to silica and silicone) - Those who want to acquire systematic technical information about silicon chemicals - Those interested in the application development of silicon chemicals from everyday use to cutting-edge technologies

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10/22 Webinar "C3 Thinking in the Era of Generative AI"

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**Title: "Thinking Skills to Survive in the Era of Generative AI: 'C3 Thinking Method - From Creative and Critical Thinking to Presentation Techniques'"** --- To survive in the era of generative AI and create new value, we explain the necessary thinking skills through the "C3 Thinking Method," which consists of "Creative," "Critical," and "Communicative." Participants will learn practically through exercises, covering methods for idea generation using generative AI, ways to critically evaluate AI output, and techniques for effectively communicating thought results through verbalization, visualization, and presentation skills. **Knowledge Gained from the Seminar:** - Basic thinking skills required in the generative AI era and the C3 Thinking Method - Methods to expand ideas and concepts using generative AI - Key points for critically evaluating the output of generative AI - Ways to appropriately and effectively communicate thought results to others - Skills in verbalization, visual thinking, and presentation techniques **Target Audience for the Seminar:** - Individuals involved in "thinking jobs" such as corporate planning and business planning - Those responsible for human resource education and training - Individuals who want to utilize generative AI in their work - Those who wish to systematically learn the thinking skills needed in the AI era

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10/2 Web Seminar "Fundamentals of Semiconductor Manufacturing Processes and Materials"

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■Title: "Manufacturing Process of Semiconductors (ICs) and Basic Information on Semiconductor Components" ~ Introduction: Semiconductor Manufacturing and Components - From Pre-Process to Implementation ~ This seminar systematically explains the overall picture of semiconductor manufacturing, from the IC manufacturing process to the implementation on circuit boards. Participants will learn about the flow of pre-process, post-process, and implementation processes, as well as the roles and necessities of the components used in each stage. Attendees will acquire basic information on semiconductor manufacturing and gain knowledge useful for the development of semiconductor components and the expansion of their own technologies. 【Knowledge Gained from the Seminar】 - Basic information on semiconductor manufacturing - Technical information on Japanese technologies active in the semiconductor field - Potential for expanding one's own technologies into the semiconductor field 【Target Audience for the Seminar】 - Individuals interested in basic technical information about semiconductor (IC) manufacturing - Individuals interested in the components used in IC manufacturing - Individuals interested in Japanese technologies (equipment, components) active in IC manufacturing

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September 29 Webinar "Semiconductor Packaging and Encapsulation Technology"

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■Title: "Latest Trends in Semiconductor Packaging and Design/Evaluation Techniques for Semiconductor Encapsulation Materials" --- This seminar systematically explains encapsulation materials that correspond to evolving semiconductor packages such as chiplets and 3D packages, covering everything from raw materials like epoxy resins, hardeners, and additives to design and evaluation. It will also introduce technological trends for next-generation encapsulation materials, including low dielectric, high thermal conductivity, and optoelectronic integration. 【Knowledge Gained from the Seminar】 - Types of semiconductor packages and the latest trends - Characteristics of wire bond, flip chip, wafer level, and advanced packages - Molding methods such as transfer and compression molding - Raw materials like epoxy resins, hardeners, and inorganic fillers - Required properties of encapsulation materials and material design techniques - Design for heat resistance, moisture resistance, and low stress - Evaluation techniques for moisture absorption reflow, heat cycles, and high temperature/high humidity - Next-generation encapsulation materials for low dielectric, high thermal conductivity, and optoelectronic integration 【Target Audience for the Seminar】 - Engineers involved in the design and use of semiconductor encapsulation materials - Designers of epoxy resins and hardeners for semiconductor encapsulation materials - Individuals interested in semiconductor packages and encapsulation materials

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We provide the latest industrial insights to our clients. By conducting market trend analysis, publishing technology‑related books and research reports, and organizing and managing seminars, we support research and development across a wide range of industries, with a primary focus on manufacturing. Our coverage spans diverse fields such as energy, batteries, chemicals, and biotechnology.

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