Diamonds are Semiconductors Best Friend 2026

SEC DiamondOnChip

💎Diamonds are changing the game for Semiconductor manufacturing, Quantum and AI. The synthetic diamond is receiving  much attention from chip manufacturers due to its unique physical properties:

  • Extreme Thermal Conductivity: conduct heat away from hotspots on a chip at speeds 10 to 15 times faster than traditional materials.
  • Electrical Insulation: Despite its high thermal conductivity, diamond is an excellent electrical insulator
  • Mechanical Hardness: Diamond is the hardest natural material known to science
  • Wide Band Gap: Diamond is a wide band gap semiconductor (5.5 eV), which means it can operate under high voltages and temperatures without breaking down is better than Si, SiC and GaN

Companies like Element Six, Mitsubishi Electric and Sumitomo Electric are developing diamond materials specifically tailored for electronics, optics, and thermal management. 

🤖 Quantum-AI-City Fusion. Supercharging AI, diamond-based quantum chips can process at speeds silicon could only dream of, slashing AI training times from months to days. Quantum-AI could lead to smarter, faster machine learning models with unmatched computational power.

Quantum Computing and Photonics. Diamond’s wide band gap and optical properties make it a promising candidate for quantum information processing. Defects in the diamond lattice, such as nitrogen-vacancy (NV) centers, can act as stable quantum bits (qubits) even at room temperature.

🦄Quantum hardware unicorns:

  • IonQ and Rigetti focus heavily on cloud-based quantum access, though their systems still require cryogenics and are working on scalability and profitability.
  • PsiQuantum is betting big on photonic qubits, aiming for long-term scalability still got some years to go for commercial deployment.
  • D-Wave offers a more specialized quantum annealing approach, ideal for optimization problems has limited applications. 

PsiQuantum, Pasqal and IonQ go the cryogenic way by 2030, whereas today Australian Quantum Brilliance and Xanadu offer energy-efficient, scalable solutions using diamond quantum chips that run at room temperature, making quantum computing scalable and energy-efficient.

Super-Sensitive Quantum Sensing: Perfect for everything from medical diagnostics to autonomous navigation. While Element Six and QDTI are still exploring diamond for quantum sensors, secure communication systems, and scalable quantum computers. Quantum sensing is already a market, with companies like Bosch, Lockheed Martin and Q-CTRL demonstrating field-deployable sensors for navigation, defense and industrial applications.

🌆The Quantum City concept represents a self-optimizing urban ecosystem where AI and decentralized technologies supercharge economic growth. From the integration of AI and blockchain to the rise of immersive property experiences and the reimagining of urban spaces in cities. With the digital twin, creating 3D virtual replicas of buildings and urban systems, cities can optimize operations, predict maintenance needs, and enhance sustainability. Quantum Buildings with PropTech will serve as nodes in a larger urban network, sparking economic growth, innovation, and civic vitality.  

🌐 Semiconductor manufacturing disruption – AI Hardware: Diamond quantum chips could finally solve AI’s growing power problem, pushing AI efficiency to new heights.

Thermal Interface Layers for AI Chips. AI chips, such as GPUs and TPUs (Tensor Processing Units), stand to benefit greatly. These chips operate at high power densities and are often the hottest components in a server rack. Diamond layers can reduce their peak temperatures by up to 30%, extending their lifespan and improving reliability.

  • Google’s AI hardware TPU ecosystem plans DiamondOnChip with server integration partner Celestica and Broadcom for ASIC design services.
  • TSMC focuses on evolving Thermal Interface Materials (TIMs), silicon-integrated microfluidics, and introducing diamond substrates, pushing the boundaries of materials and advanced packaging.
  • NVIDIA emphasizes MLCP, system-level liquid cooling (Direct-to-Chip and Direct-to-Silicon), and co-designing thermal and packaging architectures.

MLCP (Micro-Channel Liquid Cooling Plate) is increasingly emerging as the mainstream solution for high-power-density device cooling, thanks to its exceptionally high heat dissipation capability and compact structure. Taiwan’s four major thermal solution providers (Jentech, AVC, Auras, and Cooler Master) and China’s Inspur/Invek and Ningbo Jingda have already begun sampling to NVIDIA, but production remains limited to prototypes and small batches.

Emerging Cooling innovators like Celestial AI (acquired by Marvell Technology for $3.25 billion in early 2026, uses optical signals for data transfer), Fabric8Labs (ECAM technology — an innovative copper 3D printing process, funded by NEAIntel Capitalimec.xpandSE VenturesTDK Ventures and Lam Capital) and xMEMS (active micro-cooling) are reshaping the future of AI thermal solutions. Combined with complementary Diamand and a Glass substrate, German Black Semiconductor’s chip (funded with 250MEuro) based on Graphene which is highly conductive, would enable efficient conversion between optical and electrical signals, allowing faster and more energy-efficient data transfer.

A consortium of chipmakers, led by Intel, IBM, and Mitsubishi Electric, announced a multi-year initiative to develop open-source standards for integrating diamond into chip packaging.
 

🔋High-Power and High-Frequency Devices. In 5G base stations, radar systems, and electric vehicle (EV) inverters, diamond is being tested as a substrate for wide band gap semiconductors like Gallium Nitride (GaN). These materials already offer better performance than silicon in harsh environments. When combined with diamond, their thermal performance improves dramatically.

Many players have built GaN-on-Diamond IP, Korean RFHIC stands as the current leader in GaN and diamond-related IP.

  • Akash Systems’ Diamond Cooling technology got an order from NxtGen for NVIDIA H200 GPU servers, enhancing AI compute density, energy efficiency, and reducing operational costs, marking a significant milestone in India’s sovereign AI infrastructure journey,
  • Diamond Foundry, backed by actor Leonardo DiCaprio, has now fully funded $2.77B expansion in Spain for scale to volume single-crystal diamond (SCD) wafers.
  • Japanese Orbray plans to go public by 2029, aiming to raise up to JPY 10 billion driven by its diamond substrates.
  • Wonder CVD in Dubai, entered the GaN electronics patent landscape, RTX Corporation, Mitsubishi Electric, Xidian University and CETC could also pose strong future competition.

🚀New to the Startup scene. Chiral is producing qubits 300x faster and growing more than 500 nanomaterials on a single chip (50x more than others).  Diamfab’s application is in the field of power electronics — smaller batteries and chargers with more autonomy, will benefit from partnerships with CEA, Schneider Electric, Soitec and STMicroelectronics. Proud offers a new starting material for power electronics: a wafer based on an integrated layer of high-quality diamond and one (or more) semiconductor layers.

#DiamondOnChip #GaNonDiamond #Quantum #QuantumComputing #QuantumSensors #QuantumInternet #QuantumCity #QuantumCities #SmartCities #SmartEcoCIties

Sources:

  • https://english.cw.com.tw/article/article.action?id=4339
  • https://www.knowmade.com/technology-news/semiconductor-news/power-electronics-devices-news/patent-activity-surrounding-gan-and-diamond-integration/
  • https://www.varindia.com/news/NxtGen-deploys-world%E2%80%99s-first-Diamond-cooled-NVIDIA-H200-AI-servers-in-India
  • https://www.forbes.com/sites/johnkoetsier/2026/01/19/why-diamonds-might-just-be-quantum-computings-best-friend/
  • https://tspasemiconductor.substack.com/p/tsmc-x-nvidia-breaking-the-thermal
  • https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?id=0000731382_QC928CB794TWUD1TSK297
  • https://www.nextbigfuture.com/2025/09/room-temperature-diamond-integrated-chip-quantum-accelerators-installed-at-oak-ridge-national-lab.html
  • https://www.youtube.com/watch?v=R-OehucV2G4
  • https://www.semiconductor-today.com/news_items/2023/jun/yole-210623.shtml
  • https://thequantuminsider.com/2021/03/07/schrodingers-unicorns-12-private-quantum-startups-that-may-become-or-may-already-be-billion-dollar-companies/
  • https://www.adlittle.com/jp-en/insights/report/unleashing-business-potential-quantum-computing
  • https://thequantuminsider.com/2025/09/23/top-quantum-computing-companies/
  • https://physicsworld.com/a/the-diamond-quantum%E2%80%AFrevolution/
  • https://www.df.com/insights/d-foundry-ii-in-spain-commences-operation
  • https://www.swissre.com/institute/research/topics-and-risk-dialogues/digital-business-model-and-cyber-risk/sustainable-quantum-cities.html
  • https://hyperight.com/quantum-cities-a-data-centric-approach-to-sustainablecities-alicia-montoya-swiss-re/
  • https://techcrunch.com/2024/03/28/diamfab-spinout-diamond-semiconductors/
  • https://www.venturekick.ch/Startups-developing-a-lowcost-breathe-ventilator-300x-faster-qubits-a-minimally-invasive-diagnostic-for-sepsis-sustainable-real-estate-investment-sustainable-food-based-on-fungi-and-fermantation-each-win-CHF-10000

💎Diamonds are changing the game for Semiconductor chip manufacturing, Quantum and AI: Supercharging AI, diamond-based quantum chips can process at speeds silicon could only dream of, slashing AI training times from months to days.

🌐 Semiconductor chip manufacturing new thermal solutions: #Google’s AI hardware TPU ecosystem plans DiamondOnChip. #TSMC is introducing diamond substrates, pushing the boundaries of advanced packaging. Micro-channel cooling providers Jentech, AVC, Auras, Cooler Master, Inspur and Invek begun sampling to #NVIDIA. More Cooling innovators, Celestial AI (optical signals for data transfer), Fabric8Labs (copper 3D printing process) and xMEMS (micro-cooling) are reshaping the future of AI chip thermal solutions. Consortium #Intel, #IBM and #MitsubishiElectric initiative to develop standards for integrating diamond into chip packaging.

🔋High-power and high-frequency devices: diamond is being tested as a substrate for wide band gap semiconductors #GaN. RFHIC Corporation is leader in GaN and diamond-related IP. Akash Systems’ Diamond Cooling technology is used on NVIDIA H200 GPU servers. Diamond Foundry is expanding in Spain with single-crystal diamond wafers Fab. Orbray Co., Ltd. IPO is planned for 2029 driven by its diamond substrates demand.

🤖Quantum sensing companies like Bosch, Lockheed Martin and Q-CTRL demonstrating field-deployable sensors for navigation, defense and industrial applications. Element Six and Quantum Diamond Technologies Inc (QDTI) are exploring diamond for quantum sensors, secure communication systems, and scalable quantum computers.

🌆Quantum City: a urban ecosystem concept where AI, digitaltwin, VR and blockchain are re-imagining urban spaces combining quantum buildings with PropTech towards a citiverse.

🦄Quantum unicorns: IonQ and Rigetti Computing focus on cloud-based quantum access requiring cryogenic, PsiQuantum photonic qubits leader and D-Wave quantum annealing leader. Quantum Brilliance and Xanadu diamond quantum chips are already runing at room temperature.

🚀New startups: Chiral is producing qubits 300x faster and growing more than 500 nanomaterials on a single chip. DIAMFAB‘s application is smaller batteries and chargers with more autonomy, benefiting from Commissariat a l’Energie Atomique et aux Energies Alternatives, Schneider Electric, Soitec and STMicroelectronics. Proud Technology offers a wafer based on an integrated layer of high-quality diamond and semiconductor layers.

#DiamondOnChip #GaNonDiamond #Quantum #QuantumComputing #QuantumSensors #QuantumInternet #QuantumCity #QuantumCities #SmartCities #SmartEcoCities

Sources: SemiVision, Yole Group, DIGITIMES Asia