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…
Magnets and energy: fundamental attraction?
…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…
Adiabatic flame temperature: hydrogen, methane and oil products?
…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…
Energy technologies: the pace of progress?
…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,…