the research consultancy for energy technologies
…compute will increase 3-5x faster. Thus a range of forecasts is more sensible than a single point estimate. Transistors made of semiconductor materials, underpin all modern computing by allowing one…
…leaching; while screen-printing is one of the lowest cost assembly processes. Conversely, some of the highest-cost methods are associated with the semiconductor industry, involving the deposition of very thin and…
…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…
…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…
…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,…
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…
…the energy transition. See pages 7-8. Across our 2023 research, 50 companies have been discussed particularly often — across clean-tech, materials, capital goods, energy, mining, semiconductors and conglomerates. The note…
…energy transition from first principles… Energy theory from first principles: energy units, thermo-dynamics, electricity, electrochemistry, magnets and motors and semiconductors. https://thundersaidenergy.com/2022/08/25/energy-units-life-the-universe-and-everything/ Decarbonization technologies from first principles: renewables, batteries, EVs, EV charging, lithium…