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  • Silicon carbide: production costs?

    Silicon carbide: production costs?

    This data-file captures the costs of producing different grades of silicon carbide: from materials grade SiC ($1,500/ton marginal cost, 5 tons/ton CO2 intensity) through to SiC wafers that are used in the electronics industry ($30M/ton, 200 tons/ton?). SiC semiconductor remains opaque.

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  • Semiconductors: outlook in energy transition?

    Semiconductors: outlook in energy transition?

    Semiconductors are an energy technology. And they are transforming the future global energy complex, across AI, solar, electric vehicles, LEDs and other new energies. This short article summarizes our outlook for semiconductors in energy transition, and resultant opportunities across our work.

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  • Semiconductors: conductivity calculations?

    Semiconductors: conductivity calculations?

    This datafile calculates the conductivity and resistivity of semiconductors from first principles, based on their bandgap, doping, electron and hole mobility, temperature, the Fermi-Dirac distribution and the Effective Density of States. Put in any inputs you like to compute the resistance of silicon, germanium or GaAs.

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  • MOSFETs: energy use and power loss calculator?

    MOSFETs: energy use and power loss calculator?

    MOSFETs are fast-acting digital switches, used to transform electricity, across new energies and digital devices. MOSFET power losses are built up from first principles in this data-file, averaging 2% per MOSFET, with a range of 1-10% depending on voltage, switching, on resistance, operating temperature and reverse recovery charge.

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  • Power-MOSFETs: leading companies?

    Power-MOSFETs: leading companies?

    Power MOSFETs are an energy transition technology, the building block behind inverters, DC-DC converters, EV drive trains, EV chargers and other renewables-battery interfaces. Hence this data-file is a screen of companies making power MOSFETs, especially new and higher-efficiency devices using Silicon Carbide as the semi-conductor.

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  • Amprius: silicon anode technology review?

    Amprius: silicon anode technology review?

    Amprius is commercializing a lithium-ion battery with a near-100% silicon anode, yielding 80% higher energy density. It can achieve 80% charge within 6-minutes. The company is listed on NYSE. We have reviewed Amprius’ silicon anode technology. The patent library is excellent, goes back to 2009 and has locked upon a specific design. This allows us…

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  • Photovoltaic silicon: the economics?

    Photovoltaic silicon: the economics?

    This model breaks down the costs of photovoltaic silicon, which explains $0.1/W of a $0.3/W solar panel. There is no way silicon producers are making economic returns below $12.5/kg mono-crystalline polysilicon prices. The average kg of PV silicon in a solar panel is also most likely associated with 140kg of direct CO2.

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  • Vapor deposition: leading companies?

    Vapor deposition: leading companies?

    This data-file is a screen of leading companies in vapor deposition, manufacturing the key equipment for making PV silicon, solar, AI chips and LED lighting solutions. The market for vapor deposition equipment is worth $50bn pa and growing at 8% per year. Who stands out?

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  • Electromagnetic energy: Planck, Shockley-Queisser, power beaming?

    Electromagnetic energy: Planck, Shockley-Queisser, power beaming?

    Electromagentic radiation is a form of energy, exemplified by light, infrared, ultraviolet, microwaves and radiowaves. What is the energy content of light? How much of it can be captured in a solar module? And what implications? We answer these questions by explaining the Planck Equation and Shockley-Queisser limit from first principles.

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  • Semiconductor physics: piรจce de resistance?

    Semiconductor physics: piรจce de resistance?

    Semiconductors underpin solar panels, electric vehicles and electronics. Hence this 20-page note aims to explain semiconductor physics from first principles: their conductivity and resistance, their use in devices, plus implications for materials value chains and the energy transition itself?

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