the research consultancy for energy technologies
…point around 180-200ºC, used to affix electrical connections onto circuit boards in semiconductors. Global tin demand rises 2.5x as part of the energy transition, reaching 1MTpa by 2050. Mechanically, our…
The capex costs of data-centers are typically $10M/MW, with opex costs dominated by maintenance (c40%), electricity (c15-25%), labor, water, G&A and other. A 30MW data-center must generate $100M of revenues…
Electronic devices are changing the world, from portable electronics to AI data centers. Hence what materials are used in electronic devices, as percentage of mass, and in kg/kW terms? This…
…stand out to us include next-generation DAC, materials, autonomous vehicles, thermoelectric semiconductors and superconductors. The more immediate bottlenecks for AI are bottlenecks in powering new AI data-centers, amidst deepening power…
Groq has developed LPUs for AI inference, which are up to 10x faster and 80-90% more energy efficient than today’s GPUs. This 8-page Groq technology review assesses its patent moat,…
…A solar module is a 2.7 m2 rectangle, whose internal semiconductors convert incoming electromagnetic radiation into a direct current via the photovoltaic effect. To maximize energy production, ideally, the entire…
…goods companies, 30 are materials companies, and other heavily discussed industries in our research are energy, mining and semiconductors, ranging from small-privates to mega-cap giants. Zooming in even further, there…
…What implications for solar, gas, lithium batteries and industrial incumbents? $599.00 – Purchase Checkout Added to cart Solar is the new energy source that excites us most, generating electricity from semiconductors, capable…
…of industries across energy, metals, materials, semiconductors and capital goods sectors? The Herfindahl Hirschman Index and top five market share are on page 4. Do more concentrated industries generate higher…
…($30bn pa) and power semiconductors ($30bn pa). We think this data-file is worth considering, to ensure forecasts for the ultimate market sizing are realistic, especially for some highly-hyped and early…