Thread by @gerardreid14

Research Report of the Week: The #Revolution in #Semiconductors and what it means the #Power sector and the #energytransition

alexa-capital.com/news-insights/…

I am firmly convinced that we are in the middle of a revolution in the #energy world. One of the crucial points is around #digitalisation which enables #energyefficiency but at that same time depends on #electricity.

This spiral of digitalisation leading to electrification is one of the primary reasons why we are electrifying our energy systems. I can do without coal but I cannot do anything in this modern #digital world without electricity.

At the core of digitalisation are small pieces of hardware called #semiconductors or #semis and there is revolution going on there as those components move from traditional silicon to materials such as gallium-arsenide and silicon-carbide.