I invested in Vitesse Semiconductor and Cray Computer Corp in the 90's, GaAs is rough and tumble market to play in, like this video stated - you need lots of cash to fund the company until you start to win large contracts. Good luck!
@@vertexholdings you clearly do not have a good understanding of WBG technology. In much of this video you talk about the applications that nobody in the industry is considering as possible contenders for WBG adoption. There is just no way that WBG is going to get used for microprocessor applications nor is there much semiconductor content in a smartphone that is going to use WBG semiconductors. WBG is only being considered for the applications that it makes sense to be used I.E., power electronics applications. Also you talk about the high capital investment needed being a barrier for small start-ups entering into the WBG market, and this is contrary to the actual reality of the market. There vast majority of the GaN market is actually made up by a number of new 'fab-less' start-up companies that did not exist prior to GaN technology existing. TSMC has invested heavily in GaN manufacturing technology on the basis of enabling and supporting these 'fab-less' small start-ups. Also, GaN manufacturing is able to be set up to use old obsolete silicon fabs, so a lot of the equipment used is being bought for nothing more than the scrap price for the equipment. This enabled quite a number of very small start-ups with nothing more than a few million dollars of capital to enter into this market. This is the other end of tge spectrum to the many billion dollar investments that are still common for cutting edge silicon fabs. A very minimal amount of research would have revealed these facts about WBG technology.
Just knowing that 650V Gallium Nitride and 1200V Breakdown Voltage Silicon Carbide Power MOSFETS technology will make Terminators possible with the agility and reaction speed seen in I Robot is enough for now. High Power Compact Size Power Electronics.
This presentation is not very well composed. They don't explain that digital processing/storage and power electronics are different and that SiC and GaN are far better suited for power applications than Silicon, whose dominant application is digital circuits. A person could watch this and leave with the notion that SiC is going to replace Silicon in microprocessors.
Not really quantum still have a lot to work and analog doesn't gonna comeback as you expect it gonna come convine with digital in a hybrid form and still gonna be límite of the manufacturing process
@@tigerkingboss9106 error corrected quantum computers will be here by 2030 , it's basically a scaling and engineering problem , the main applications of quantum computers is molecular simulations , with that we can produce super conducters pretty quickly and make these si ca Like intermediate chips unnecessary and anolog will be only choice left for ai researchers , even trillion dollar companies can't handle billions of dollars cost of running data centre size computers with megawatts power bills and cooling and tons of water usuage and hundred of acres of land for each iteration of ai like gpt3 , even with Si ca or germanium or photonics or carbon nano tubes it to won't give the scale of parameters equal to brain and it's 20 watt power consumption in the size of bowling ball and at the weight of 3 pounds Only answer is analog chips which will start start coming out in 2025 and mythic is already here
No Analog and Quantum computers are just going to be accelerators to the digital chips because both aren't so good at general computation. Analog and Quantum computers only work in very niche applications. Photonics though might change the game in digital computing but even if they become popular we will still need GaAs, SiC and GaN.
at the moment there's no way to make a quantum computer run tetris.. it have all different purpose. I'd rather watch at optofotonic or new silicate/gallium etc.. more likely future computation will be a mix of all this, but nobody knows the future.. yet.
Just a fun fact: Gallium was the only alternative...back in 1985. My...how time stand still! I rallied that the chip creators were a joke when I performed an assessment THEN. Now. Gallium is the next big thing. NOT! With billions going to foreign transplants into the U.S., this post is so incredibly unbelievable. It is also not funny!
This all seems to be very much driven by the EV industry. As an investor, that makes me very nervous. I think EVs have been very much over-hyped. I do not think they are market-ready and I do not think the future of the EV industry is good, not as long as fossil fuels are an economically viable option. If the EV market collapses, will the silicon carbide semiconductor market follow suit? I'd be very wary about dumping a lot of money into this niche of the market.
![Seungmin "그렇게, 천천히, 우리(As we are)" | [Stray Kids : SKZ-PLAYER]](http://i.ytimg.com/vi/kAzmhLHePqU/mqdefault.jpg)
Very important information. Please make video on basic semiconductor material property.
I invested in Vitesse Semiconductor and Cray Computer Corp in the 90's, GaAs is rough and tumble market to play in, like this video stated - you need lots of cash to fund the company until you start to win large contracts. Good luck!
Probably understand less than 30% of this video and yet I'm irrationally excited for the future
Thanks for watching Milan! We share your excitement - its absolutely mindblowing when you look at the exponential pace of technological advancement.
@@vertexholdings you clearly do not have a good understanding of WBG technology. In much of this video you talk about the applications that nobody in the industry is considering as possible contenders for WBG adoption. There is just no way that WBG is going to get used for microprocessor applications nor is there much semiconductor content in a smartphone that is going to use WBG semiconductors.
WBG is only being considered for the applications that it makes sense to be used I.E., power electronics applications.
Also you talk about the high capital investment needed being a barrier for small start-ups entering into the WBG market, and this is contrary to the actual reality of the market. There vast majority of the GaN market is actually made up by a number of new 'fab-less' start-up companies that did not exist prior to GaN technology existing. TSMC has invested heavily in GaN manufacturing technology on the basis of enabling and supporting these 'fab-less' small start-ups. Also, GaN manufacturing is able to be set up to use old obsolete silicon fabs, so a lot of the equipment used is being bought for nothing more than the scrap price for the equipment. This enabled quite a number of very small start-ups with nothing more than a few million dollars of capital to enter into this market. This is the other end of tge spectrum to the many billion dollar investments that are still common for cutting edge silicon fabs.
A very minimal amount of research would have revealed these facts about WBG technology.
It is marketing word salad, not ment to be fully coherent or commiting to any specific facts.
Just knowing that 650V Gallium Nitride and 1200V Breakdown Voltage Silicon Carbide Power MOSFETS technology will make Terminators possible with the agility and reaction speed seen in I Robot is enough for now. High Power Compact Size Power Electronics.
I will share this Video On Linkedin.
Thanks Tim for the share!
Will silicone become obsolete, when Carbide is introduced?
No, it is one material called silicon carbide
@@samuelngoda8884 What about Cubic Boron Arsenide?
@@Aureonw thats even stronger semi conductor material.
No.
The fact that you ask that question shows how poorly this video presented the topic.
This presentation is not very well composed. They don't explain that digital processing/storage and power electronics are different and that SiC and GaN are far better suited for power applications than Silicon, whose dominant application is digital circuits. A person could watch this and leave with the notion that SiC is going to replace Silicon in microprocessors.
Sure, but technically it could be possible to make a silicon carbide CPU. Wouldn't it have some advantages for a high end computer?
By the time next batch of chips will enter the industry , quantum computers and analog chips will eat the digital chip marker
Not really quantum still have a lot to work and analog doesn't gonna comeback as you expect it gonna come convine with digital in a hybrid form and still gonna be límite of the manufacturing process
@@tigerkingboss9106 error corrected quantum computers will be here by 2030 , it's basically a scaling and engineering problem , the main applications of quantum computers is molecular simulations , with that we can produce super conducters pretty quickly and make these si ca
Like intermediate chips unnecessary and anolog will be only choice left for ai researchers , even trillion dollar companies can't handle billions of dollars cost of running data centre size computers with megawatts power bills and cooling and tons of water usuage and hundred of acres of land for each iteration of ai like gpt3 , even with
Si ca or germanium or photonics or carbon nano tubes it to won't give the scale of parameters equal to brain and it's 20 watt power consumption in the size of bowling ball and at the weight of 3 pounds
Only answer is analog chips which will start start coming out in 2025 and mythic is already here
Quantum computing isn't supposed to replace traditional computing, but rather work along side it.
No Analog and Quantum computers are just going to be accelerators to the digital chips because both aren't so good at general computation. Analog and Quantum computers only work in very niche applications. Photonics though might change the game in digital computing but even if they become popular we will still need GaAs, SiC and GaN.
at the moment there's no way to make a quantum computer run tetris.. it have all different purpose. I'd rather watch at optofotonic or new silicate/gallium etc.. more likely future computation will be a mix of all this, but nobody knows the future.. yet.
Atomera
Just a fun fact: Gallium was the only alternative...back in 1985.
My...how time stand still!
I rallied that the chip creators were a joke when I performed an assessment THEN.
Now. Gallium is the next big thing. NOT!
With billions going to foreign transplants into the U.S., this post is so incredibly unbelievable. It is also not funny!
wc
Its not just sand, duder. You have any idea how tricky it is to grow a pure silicon crystal?
CW
This all seems to be very much driven by the EV industry. As an investor, that makes me very nervous. I think EVs have been very much over-hyped. I do not think they are market-ready and I do not think the future of the EV industry is good, not as long as fossil fuels are an economically viable option. If the EV market collapses, will the silicon carbide semiconductor market follow suit? I'd be very wary about dumping a lot of money into this niche of the market.
But it is a good idea to invest in this or produce SiC or GaN
Microfluids
Gallium Arsenide.