Technologies & Trends

Patent & Technology Trend Analysis — track patent activity, technology roadmaps, emerging technologies, and report-linked semiconductor trend signals.

Patent Activity by Technology Area

Directional patent activity signals across priority technology areas, linked to subscription reports.

Technology areaPatent activity signalKey assigneesLinked reportsLast reviewed
Hybrid bondingIncreasingTSMC, Intel, Samsung, Besi6 reportsMay 2026
Glass substratesEmergingIntel, Absolics, Corning4 reportsMay 2026
HBM packagingHighSK hynix, Samsung, Micron5 reportsMay 2026
EUV materialsHighJSR, TOK, Shin-Etsu, DuPont4 reportsApr 2026
Co-packaged opticsIncreasingBroadcom, Intel, Marvell, Cisco5 reportsApr 2026

Methodology: Patent analysis is provided as a directional intelligence layer within relevant reports, using patent publication activity, assignee concentration, technology keywords, and analyst review to identify emerging technology trends. It does not include patent claim-level analysis, legal validity opinions, freedom-to-operate analysis, litigation risk scoring, or patent valuation.

Patent Trend Cards

11 of 11 trends shown · Each card links to underlying reports.

Advanced Packaging

Hybrid Bonding

High

Direct copper-to-copper bonding at <10µm pitch enabling chiplet integration.

Maturity
Production
Key assignees
TSMC, Intel, Besi, EV Group
Top assignee
TSMC (124 filings, 2024-2026)
Filing trend
+38% YoY
Evidence source
USPTO + EPO assignee count
Materials
Copper, dielectric
Applications
HBM, 3D logic
Linked reports
5
Last reviewed
May 2026
Advanced Packaging

Glass Substrates

Rising

Glass core substrates replacing organic substrates for AI accelerators.

Maturity
Emerging
Key assignees
Intel, AGC, SCHOTT
Top assignee
Intel (47 filings, 2024-2026)
Filing trend
+62% YoY
Evidence source
USPTO + JPO assignee count
Materials
Borosilicate glass
Applications
AI compute, HPC
Linked reports
4
Last reviewed
Apr 2026
Advanced Packaging

Chiplet Packaging

High

Modular die integration using UCIe and BoW interconnects.

Maturity
Scaling
Key assignees
AMD, Intel, NVIDIA
Top assignee
Intel (91 filings, 2024-2026)
Filing trend
+24% YoY
Evidence source
USPTO + WIPO assignee count
Materials
Interposers, bridges
Applications
Datacenter compute
Linked reports
6
Last reviewed
May 2026
Memory

HBM Packaging

High

HBM3E and HBM4 stacks for AI accelerators.

Maturity
Scaling
Key assignees
SK hynix, Samsung, Micron
Top assignee
SK hynix (88 filings, 2024-2026)
Filing trend
+31% YoY
Evidence source
KIPO + USPTO assignee count
Materials
TSV, microbumps
Applications
AI training/inference
Linked reports
7
Last reviewed
May 2026
Materials

EUV Materials

High

Photoresists and pellicles for high-NA EUV.

Maturity
Production
Key assignees
JSR, TOK, Shin-Etsu
Top assignee
JSR (54 filings, 2024-2026)
Filing trend
+19% YoY
Evidence source
JPO + USPTO assignee count
Materials
Metal-oxide resists
Applications
Sub-3nm logic
Linked reports
5
Last reviewed
Apr 2026
Photonics

Co-Packaged Optics

Emerging

Optical I/O integrated with switch ASICs for AI fabrics.

Maturity
Emerging
Key assignees
Broadcom, NVIDIA, Marvell
Top assignee
Broadcom (33 filings, 2024-2026)
Filing trend
+78% YoY
Evidence source
USPTO assignee count
Materials
Silicon photonics
Applications
AI cluster networking
Linked reports
3
Last reviewed
Mar 2026
Photonics

Silicon Photonics

Rising

Optical interconnect for short-reach data center links.

Maturity
Scaling
Key assignees
Intel, Cisco, Marvell
Top assignee
Intel (61 filings, 2024-2026)
Filing trend
+22% YoY
Evidence source
USPTO + EPO assignee count
Materials
Si waveguide, III-V
Applications
400G+ transceivers
Linked reports
4
Last reviewed
Apr 2026
Power

GaN Power Devices

Rising

Wide bandgap power transistors for fast switching.

Maturity
Scaling
Key assignees
Infineon, Navitas, EPC
Top assignee
Infineon (42 filings, 2024-2026)
Filing trend
+27% YoY
Evidence source
EPO + USPTO assignee count
Materials
GaN-on-Si
Applications
Datacenter PSU, EV
Linked reports
4
Last reviewed
Apr 2026
Power

SiC Power Modules

High

Silicon carbide modules for EV traction inverters.

Maturity
Production
Key assignees
Wolfspeed, STMicro, onsemi
Top assignee
Wolfspeed (58 filings, 2024-2026)
Filing trend
+35% YoY
Evidence source
USPTO + EPO assignee count
Materials
SiC wafers
Applications
EV powertrain
Linked reports
5
Last reviewed
May 2026
Equipment

Advanced Metrology

Rising

High-NA EUV and 3D structure measurement.

Maturity
Scaling
Key assignees
KLA, ASML, Hitachi
Top assignee
KLA (37 filings, 2024-2026)
Filing trend
+15% YoY
Evidence source
USPTO + JPO assignee count
Materials
Applications
Sub-3nm process control
Linked reports
3
Last reviewed
Mar 2026
AI Compute

AI Accelerator Architectures

High

Datacenter GPUs and custom ASICs scaling to multi-die packages.

Maturity
Scaling
Key assignees
NVIDIA, AMD, Broadcom, Google
Top assignee
NVIDIA (118 filings, 2024-2026)
Filing trend
+44% YoY
Evidence source
USPTO assignee count
Materials
HBM, CoWoS
Applications
Training, inference
Linked reports
6
Last reviewed
May 2026