Vapor deposition: leading companies?

Leading vapor deposition companies by their revenue in 2023 and exposure to the PVD/CVD market.

…1 millionth of an atmosphere, to deposit nm-μm thick layers of ultra-pure materials onto semiconductor and solar substrates, to make PV silicon, solar modules, computer chips, AI chips, LEDs, plus…

Semiconductor physics: pièce de resistance?

Semiconductor physics

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…

Silicon carbide: faster switching?

Silicon carbide power electronics

Silicon carbide power electronics will jolt the energy transition forwards, displacing silicon, and improving the efficiency of most new energies by 1-10 pp. Hence we wonder if this disruptor will…

Electrical conductivity: energy transition materials?

Electrical conductivity energy transition materials

…Electrical grade steel is used in electric motors, transformers and generators, in order to create electro-magnetic fields. Finally, PV silicon is a semiconductor, around 10,000 more resistive than conductive metals,…

Hillcrest: ZVS inverter breakthrough?

Hillcrest Technology Review

…up to 13% higher range than today’s inverters, especially for use in EV powertrains; but also in wind, solar, batteries and fast-chargers. It is based on SiC semiconductors. This Hillcrest…

Global polysilicon production capacity?

Global polysilicon production

Polysilicon is a highly pure, crystalline silicon material, used predominantly for photovoltaic solar, and also for ‘chips’ in the electronics industry. Global polysilicon capacity is estimated to reach 1.65MTpa in…

DC-DC power converters: efficiency calculations?

DC-DC power converters efficiency

…different input variables. We think value will accrue to leading semiconductor and power-electronics companies, that can improve the efficiency of electrification technologies. Recent examples include Silicon Carbide (SiC) semiconductor, Zero-Voltage…

Commodity prices: metals, materials and chemicals?

…Silica prices surpassed $70/ton, silicon metal prices reached $4,000/ton and polysilicon prices surpassed $30/kg (charts below). Silica price, silicon price and polysilicon price in $ per ton The full database…

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