Moore’s law: causes and new energies conclusions?
…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…
Crude to chemicals: there will be naphtha?
…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…
Omniscience: how will AI reshape the energy transition?
…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…
Industrial gases: air separation units?
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…