the research consultancy for energy technologies
…solar and other semiconductor chips (over here, model here). Global polysilicon production capacity likely reaches 1.65MTpa in 2023 and global polysilicon production reaches 1MTpa. For context, production of the key…
…in the world is produced by magnets, and the remainder is produced by semiconductor. Implications for magnets, and vice versa, are discussed on page 11. Wind power uses a balance…
…vehicles, are part of an industrial eco-system, illustrated above for polyurethanes. Each member of this industrial ecosystem depends upon the others. Surprising links. Some semiconductor materials are produced at larger…
…The first feedback loop is down to the laws of physics, unique to the semiconductor industry, as explained on page 4. It is hard to see how new energy technologies…
…is likely to be displaced by 2050, due to the rise of electric vehicles, a world-changing technology, 2-6x more efficient than ICEs and a rapidly improving semiconductor technology, which may…
…again from here, and there are semiconductor technologies in conceptual state space that offer 50% solar efficiency, which is double today’s leading TOPCons (pages 11-12). How will AI reshape power…
Cryogenic air separation is used to produce 400MTpa of oxygen, plus pure nitrogen and argon; for steel, metals, ammonia, wind-solar inputs, semiconductor, blue hydrogen and Allam cycle oxy-combustion. Hence this…
…spodumenes. In semiconductor, mono-crystalline polysilicon for chips and solar panels is grown via the Czochralksi method at 1,425ºC; while the SiC used in cutting edge EV power-MOFSETs is grown at…
…at 0.07 rungs/year (chart below). Semiconductor and digital technologies are an exception and have tended to progress around 3x faster than mechanical or chemical technologies; which augurs well for solar,…