Webcasts
ANALYST THURSDAY – DATA CENTER CHALLENGES, SEASON 2: HIGHER BANDWIDTH AND LOWER LATENCY WHILE REDUCING ENERGY CONSUMPTION.
Sign in for replayAs Photonics, Compute Express Link (CXL), and Power Supply Units (PSUs) are among the key factors in achieving higher efficiency and power density to meet more power-hungry data centers, Yole analysts will discuss the necessity to embrace these new technologies and their applications, especially in meeting the new AI data center requirements.
The increasing demands placed on data center applications, such as cloud computing, artificial intelligence, and real-time analytics, have driven the need for faster data processing, greater memory capacity, and higher bandwidth. Simultaneously, the imperative to rapidly store and access vast amounts of data has fueled the demand for storage drives with higher capacity, enhanced performance, and reduced costs. Meeting these demands will require more power, particularly for AI servers. AI currently places data center technologies under extreme stress, consuming nearly ten times (x10) more power than standard servers. Additionally, the growing popularity of Large Language Models (LLM) and generative AI models, which demand greater processing, storage, and networking capabilities, while striving for lower power consumption and minimal latency, further intensifies these requirements and pushes technologies to their limits.
Following the first Analyst Thursday Webinar on Data Centre that focused on “More Moore” technologies (memory and processing), this new webinar from Yole analysts will delve into the current state of the data center industry and the prevailing technological trends. It will shed light on several key aspects:
- The definition of diverse data center types: hyperscale, enterprise, HPC.
- Market trends related to each type are given.
- Supply chain: players with different experience and know-how
- Compute Express Link (CXL) challenges: facing ever-growing volumes of data while optimizing resource utilization and accelerating the execution of data center workloads.
- Photonics applications: platforms in datacom optical transceivers and their emerging roles, including optical interconnects.
- Technology trends in Power Supply Units (PSUs): increasing power and adoption of Wide Bandgap (WBG) devices based on Silicon Carbide (SiC) and Gallium Nitride (GaN).
- Comprehensive discussions spanning both market dynamics and technical advancements.
This webinar promises valuable insights into the evolving landscape of data centers and the technologies shaping their future.
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Hassan Cheaito, PhD
Senior Technology & Market Analyst, Power Electronics & Battery
Hassan Cheaito, PhD is Senior Technology & Market Analyst, Power Electronics & Battery at Yole Group.
Hassan bridges deep technical expertise and market intelligence, tracking power trends from the converter level (topology, voltage, power density, and key requirements) down to the device level, including semiconductor technology, packaging, and component selection. He covers the most dynamic markets such as data centers, electric vehicles, renewables, and UPS systems.
Previously, Hassan worked as an R&D engineer at Eaton e-Mobility, driving the optimization of next-generation DC/DC converters through technology trade-offs and system-level thinking. He brings over five years of hardware engineering experience across PV, battery storage, and UPS systems, with hands-on mastery of the full converter: topology, design, magnetics, capacitors, EMI, BMS, power switch sizing, etc.
Hassan holds a PhD in EMC from École Centrale de Lyon (France), where he developed electrical models to accelerate the qualification of aircraft equipment. He earned his bachelor's degree from the Lebanese Faculty of Engineering (Lebanon).
Hassan earned a bachelor’s degree from the Lebanese faculty of engineering (Lebanon).
Thibault Grossi
Senior Technology & Market Analyst, Memory
Thibault Grossi is a Senior Technology & Market Analyst, Memory, at Yole Group.
He is responsible for in-depth analysis of the dynamic memory market and leads Yole Group’s NAND and storage market research.
Thibault brings 20 years of experience in the electronics industry, with nearly 15 years dedicated to the semiconductor sector, primarily in procurement-related roles.
Prior to joining Yole, he served as Category Manager for Semiconductors, overseeing procurement strategy for memory and analog components.
He earned a master’s degree in electronics and computing science from Pierre and Marie Curie University in Paris in 2006.
Eric Mounier, PhD
Chief Analyst, Photonics / Datacenter
Eric Mounier, PhD is Chief Analyst, Photonics / Datacenter at Yole Group.
With more than 30 years’ experience within the semiconductor industry, Eric provides daily in-depth insights into emerging semiconductor technologies such as quantum technologies, the Metaverse, terahertz, photonics, and sensing.
Based on relevant methodological expertise and a significant technological background, Eric works closely with all of Yole Group’s teams to highlight disruptive technologies and analyze business opportunities through technology & market reports and custom consulting projects.
Eric has spoken at numerous international conferences, presenting Yole Group’s vision of emerging semiconductor technologies, markets, and applications.
Previously, Eric held R&D and Marketing positions at CEA-Leti (France).
Eric Mounier has a PhD in Semiconductor Engineering and a degree in Optoelectronics from the National Polytechnic Institute of Grenoble (France).
Taha Ayari, PhD
Technology & Market Analyst, Compound Semiconductors
Taha Ayari, PhD is Technology & Market Analyst, Compound Semiconductors at Yole Group.
Taha’s expertise is mainly in power electronics with related WBG materials and emerging semiconductor substrates. He is fully engaged in the development of technology and market products, as well as custom projects.
Taha has two years’ experience as a Technology & Cost Analyst at Yole Group, where he focuses on the development of compound semiconductor reverse engineering & costing analyses.
Prior to Yole Group, Taha was a research engineer at Georgia Tech Lorraine (Metz, France). He published numerous papers with a particular focus on III-N materials.
Taha holds an MSc and a Ph.D. in electrical and computer engineering from the Georgia Institute of Technology (Atlanta, USA).
