Semiconductors
-
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.
-
Commodity prices: metals, materials and chemicals?
Annual commodity prices are tabulated in this database for 70 material commodities, as a useful reference file; covering steel prices, other metal prices, chemicals prices, polymer prices, with data going back to 2012, all compared in $/ton. We have updated the data-file for 2025 data in April-2026.
-
Inertial measurement units: force to reckon with?
Inertial Measurement Units (IMUs) comprise accelerometers, gyroscopes and possibly magnetometers. These sensors tell you how far/fast you are traveling, and in which direction. The market is $30bn pa and expands to $80bn by 2035, due to the rise of physical AI. This 14-page report is our overview and covers leading sensor companies.
-
Internet energy consumption: data, models, forecasts?
This data-file forecasts the energy consumption of the internet, rising from 800 TWH in 2022 to 2,000 TWH in 2030 and over 4,000 TWH by 2050. The main driver is the energy consumption of AI, plus blockchains, rising traffic, and offset by rising efficiency. Input assumptions to the model can be flexed. Underlying data are…
-
Aixtron: power GaN MOCVD technology?
Aixtron has a market leading position in GaN MOCVD technology, which is increasingly used in the power electronics of data centers, solar and EVs. This data-file assesses 20 patents from Aixtron and Veeco, to unpack how GaN MOCVD works, what are the key challenges, and to quantify Aixtron’s potential moat.
-
Gallium nitride: GaN mentality?
Gallium Nitride (GaN) is a remarkable semiconductor. GaN forms a 2-Dimension Electron Gas (2DEG), with exceptional electron mobility, which supports high switching frequency, improved power quality, 50-70% lower losses and 50-70% smaller devices. It is thus a crucial enabler for large AI racks. This 13-page report reviews the technology, device costs, and future market drivers.
-
Power-MOSFETs: active semiconductor companies?
Power MOSFETs are an energy transition technology, the building block behind inverters, DC-DC converters, EV drive trains, EV chargers, renewables-battery interfaces and increasingly, the power conversion architectures for upscaling rack density at AI data-centers. Hence this data-file is a screen of power MOSFET and active semiconductor companies.
-
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.
-
DC-DC power converters: efficiency calculations?
DC-DC power converters are used to alter the voltage in DC circuits, such as in wind turbines, solar MPPT, batteries and digital/computing devices. This data-file is a breakdown of DC-DC power converters’ electrical efficiency, which will typically be around 95%. Losses are higher at low loads. We think there will be upside for increasingly high-quality…
-
Solid state circuit breakers: another AI enabler?
Further upscaling of AI is only possible via improved power electronics. Hence this 17-page report explores solid state circuit breakers, which offer 1,000x faster fault protection and greater controllability. How do SSCBs work? What do they cost? Who benefits? And who is displaced?
Content by Category
- Batteries (96)
- Biofuels (44)
- Carbon Intensity (48)
- CCS (64)
- CO2 Removals (9)
- Coal (44)
- Commentary (65)
- Company Diligence (106)
- Data Models (932)
- Decarbonization (163)
- Demand (132)
- Digital (92)
- Downstream (47)
- Economic Model (223)
- Energy Efficiency (76)
- Hydrogen (63)
- Industry Data (312)
- LNG (56)
- Materials (86)
- Metals (91)
- Midstream (45)
- Natural Gas (163)
- Nature (76)
- Nuclear (28)
- Oil (179)
- Patents (39)
- Plastics (44)
- Power Grids (157)
- Renewables (153)
- Screen (139)
- Semiconductors (36)
- Shale (58)
- Solar (73)
- Supply-Demand (53)
- Vehicles (94)
- Video (24)
- Wind (47)
- Written Research (411)