Application – Phase II
AI, high-performance computing and increasingly powerful electronics are driving demand for materials capable of delivering greater conductivity, thermal management, miniaturization and performance
CURRENT STATUS
Semiconductors and advanced electronics represent an important area for future STREAM™ testing, technology development and industry collaboration.
TECHNOLOGY DEVELOPMENT
Potential applications include:
- Thermal Management & Heat Spreaders
- Conductive Films, Coatings & Interconnects
- Sensors & Next-Generation Electronic Devices
- Electromagnetic Interference (EMI) Shielding
- Flexible & Wearable Electronics
- High-Performance Electronic Materials
MARKET OPPORTUNITY
A Global Semiconductor Market
The global semiconductor industry continues to expand rapidly, driven by demand for AI infrastructure, high-performance computing, data centres, advanced electronics and memory technologies.
US$809 billion – 2025
Global semiconductor revenue.
US$1.56 trillion – 2026
Forecast global semiconductor revenue, representing approximately 92% growth from 2025.
US$1.6 trillion – 2030
McKinsey’s base-case projection for the global semiconductor market, with AI and computing infrastructure expected to be major drivers of growth. The continued expansion of AI and high-performance computing is increasing demand not only for semiconductors themselves, but also for advanced materials supporting thermal management, conductivity, power delivery and next-generation electronic systems.
FUTURE OPPORTUNITY
Argo intends to develop and qualify STREAM™ graphene for specialized applications within the semiconductor and advanced-electronics ecosystem, creating opportunities for collaboration with electronics, semiconductor and advanced-material manufacturers.
Application – Phase II
Semiconductors & Advanced Electronics
Greater Performance.
Higher Efficiency.
Advanced Materials.
Graphene can help shape the future of next-generation electronics.