Hillcrest: ZVS inverter breakthrough?
…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…
Thermodynamics of prime movers: energy from first principles?
…the underlying theory of semiconductors, you will find it deeply uncomfortable to bet against the long-run rise of semiconductors. https://thundersaidenergy.com/2023/10/19/semiconductor-physics-piece-de-resistance/ https://thundersaidenergy.com/downloads/mosfets-energy-use-and-power-loss-calculator/ https://thundersaidenergy.com/2021/09/16/power-grids-tenet/ https://thundersaidenergy.com/2022/05/05/power-transmission-raising-electrical-potential/ https://thundersaidenergy.com/2023/09/07/leds-seeing-the-light/ https://thundersaidenergy.com/2023/04/20/what-is-the-energy-consumption-of-the-internet/ https://thundersaidenergy.com/2023/06/29/omniscience-how-will-ai-reshape-the-energy-transition/ Electric motors are also…
Vacuum pumps: company screen?
The global market for vacuum pumps is worth $15bn per year, with growing importance for making semiconductors, solar panels and AI chips. This data-file reviews ten leading companies in vacuum…
Electrical conductivity: energy transition materials?
…complex, varying primarily as a function of doping concentration. Unlike metals, intrinsic semiconductors become more conductive at higher temperatures, because additional energy helps to promote valence band electrons into conduction…
DC-DC power converters: efficiency calculations?
…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…
Market concentration by industry in the energy transition?
…turbines, and different grades of semiconductors. Correlation between market concentration and operating margins in materials, manufacturing and semiconductors Energy and mining are less concentrated than materials, capital goods and semi-conductors,…
HJT solar: Indium summer?
…understand key advantages versus incumbent solar cells that comprised 80-90% of modules sold in 2019-21. The very short answer is that HJTs benefit from conjoining different semiconductors, with different bandgaps,…
Power grids: opportunities in the energy transition?
…interesting incremental jolts for the energy transition is the 1-10pp higher efficiency and rising market share of SiC MOSFETs. Leading companies in SiC and MOSFETs are screened here. (10) Inertia…
CO2 intensity of materials: an overview?
…earths for wind turbines; and lithium and SiC MOSFETs for electric vehicles. Ultimately these value chains also need to decarbonize in some non-inflationary way, which is a focus in our…
Energy technologies: the pace of progress?
…maybe even depressed us, is how slowly many have progressed. Energy technologies considered in the note include blue hydrogen, SiC power MOSFETs, hydrogen vehicles, TOPCon solar, remote working, plastic pyrolysis,…