Pascal Hermann

The cost of chip design by nanometer is exploding. At 28nm, design cost was around $48M. By 7nm, that number had already grown to $249M!!! At 2nm, design cost is projected to hit a staggering $725M according to Arm!!! What drives this escalation? While validation, etc go up software has exploded! But why? 1. Design complexity: hundreds of billions of transistors demand advanced EDA tools. 2. AI-driven simulation: verification now relies on costly AI/ML-enhanced software. 3. Advanced packaging: 2nm requires modeling for chiplets, HBM, and 3D stacking. 4. Verification explosion: far more cases push software to the limit. 5. EDA market power: Synopsys, Cadence, Siemens dominate and prices reflect it. This is why advanced nodes are a game only a handful of players can afford. Consolidation, partnerships, and scale are no longer optional, they’re survival. Looking forward to TSMC's 1.4nm breakdown! Source: Arm Inc 2023 IPO Prospectus (IBS, July 2022) Thanks to Ali Kamaly for his valuable insights on this topic. #Semiconductors #ChipDesign #2nm #Innovation #TSMC #Intel #Samsung #Arm

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How to tell which OEMS will be DESTROYED by the Chinese. It's a pretty easy tell. There's been a lot of discussion recently on EVs as many incumbent OEMs have applied the brakes to EV R&D and switched some over to combustion. In a business where powertrain R&D can take 5 years or more, this will make several incumbent OEMs extremely vulnerable, especially if the politics winds change. Its very obvious Chinese OEMS still have the electric accelerator pinned, and their rapid rate of development will create a MASSIVE gap between Chinese and incumbent OEMs in 2030. Global sales of electric vehicles are now past 25%, and are continuing to climb rapidly. Of course, the current political climate in the US has halted growth there, but equally, we could see big change in 2028/29 if the Democrats win. Here's a select range of quotes from global incumbent OEM CEOs that will not wear well beyond 2030: “Nine million electric vehicles have the same environmental impact as 27 million hybrids.” Akio Toyoda, Chairman, Toyota JC comment: He's clearly cherry picking information here as it has been repeatedly shown by 3rd party university researchers that EVs have MUCH lower full life emissions, even on a coal grid. “The hope that everyone will only drive electric will not come true… If you are not selling combustion engines anymore, someone else will.” Oliver Zipse — BMW CEO / Chairman JC comment: A very clear example that shows OEMs must be FORCED to do the right thing, and have many decades of similar rhetoric. “We need a balanced electrified/ICE portfolio — EVs must reach cost parity with ICE to scale.” Makoto Uchida — Nissan CEO, until early-2025 JC comment: Someone completely FORGOT that the Chinese EVs passed the ICE parity point 3 years ago. “We are switching course — we will reduce some EV investments and accelerate hybrids; the market is uncertain.” Toshihiro Mibe — Honda Global CEO JC comment: Yes, the market and pace of transition is uncertain, though the end result is a sure bet. Investing in any 30 year old, previous generation technology while competitors spend resources to develop new technology at lightning speed is GUARANTEED to put you WAY behind when development eventually finishes. An important point I should make: Some may question why I could possibly know things that they don't. But, trust me, THEY KNOW!! When CEOs make comments like this they're creating positions so that investors and governments lean towards where they think they can make the most profit. Most understand that they've already been thoroughly beaten on EVs, and the longer they can push an EV transition down the road, the longer they can keep making ICE vehicle profits. However, its also a strategy to speed up annihilation. Somehow, the Chinese will eventually step into every global market, and North America especially better LOOK OUT! What do you think of these CEO quotes? Let me know below. #automotive #batteries #electricvehicles

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🔋 xEV and Battery Engineering Tips : How do li-ion batteries behave at different temperatures in terms of durability? What is the impact of historical temperatures on battery Aging? What type of degradation mechanisms are preponderant in cycling mode at various temperatures? 🔋 Key Points : - Experimental tests at various temperatures - Cycling data at low and high temperatures - Arrhenius Type law with 2 branches to account for Li-plating below 20°C and SEI growth at higher temperatures - Heat maps for degradation rates at different temperatures 🔋Based on the combination of the two dominant aging mechanisms, Li plaiting and SEI growth, the impact of changing the temperature and potentially changing the aging mechanism on the aging rate can be grouped into four characteristic cases • First aging at low temperature (≤ 20 ◦ C) under Li plating condition accelerates Li plating during the second aging at low temperature. • First aging with Li plating does not significantly affect subsequent aging at high temperature (≥ RT ≙ 27 ◦ C). • First high temperature aging with accelerated SEI growth has little effect on subsequent elevated temperature aging. • First aging at high temperature reduces Li plating during subsequent low temperature aging. 🔧 Looking for data analysis, modelling, calculations or digital engineering support capabilities? 🔋 Accelerate your R&D and Projects Developments using our digital technologies. 👉 Follow us on our Linkedin page Baettery 2.0 to get the latest news and technical case studies 📱 Book a call or visio if you have technical projects or if you need support engineering https://lnkd.in/enWCaKnA

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China’s LFP Tech Restrictions: A Wake-Up Call for the Global Battery Market. The Power of NMC & Extreme Fast Charging (#XFC) The recent news of China restricting exports of advanced LFP and LMFP cathode technologies is a major signal in the global race for EV dominance. While LFP is celebrated for its cost and durability, this move highlights a critical vulnerability: dependence on a single source for key technology. This strategic shift underscores the importance of diversifying battery chemistries and innovating in other areas. This is where NMC batteries, especially when paired with cutting-edge technologies like StoreDot's Extreme Fast Charging (XFC), offer a powerful alternative. Why NMC + XFC is a game-changer: ⚡️ Extreme Fast Charging: Technologies like StoreDot's XFC leverage the inherent strengths of NMC chemistry to enable charging from 10% to 80% in as little as 10 minutes. This fundamentally changes the EV user experience, making "refueling" an EV as fast as filling up a gas tank. 🔋 Superior Energy Density: NMC batteries pack more energy into a smaller, lighter package. This is crucial for achieving longer driving ranges and for creating more efficient and higher-performance vehicles. 🚀 Unlocking Performance: Higher energy density and the ability to accept high-power charging enable faster acceleration and superior performance, a key differentiator for premium and high-end EVs. While LFP remains a vital part of the energy transition, China's export restrictions make it clear that innovation and independence are more critical than ever. The focus must now shift to building robust, local supply chains and leveraging the advantages of chemistries like NMC to create a truly global and resilient EV ecosystem. What are your thoughts on this development? Is a multi-chemistry approach the best path forward for the industry? #EV #ElectricVehicles #BatteryTech #NMC #LFP #FastCharging #StoreDot #XFC #SupplyChain #Innovation

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Back in 2019, we were asked to design a thermal management system for a new type of powertrain with batteries, motors, and inverters. Emil Wieck Davidsen (left on photo) took the first steps, sketching out ideas and shaping the early concept. After the first pitch, Erik Friis joined in as his “partner in crime” and together they refined the design and pushed the project forward. Out of this collaboration, the Multi Valve Block was born. The result is a compact and robust solution for industrial vehicles moving into electrification. A small but powerful component that helps the system make the most of every bit of battery power. In many ways, it’s the heart of the cooling system, where cooling and electrification meet in the purest way. And while the component itself is small, the impact is big. In heavy-duty industries, electrification means reduced fuel use, quieter operation, and lower emissions. The Multi Valve Block is one of the pieces helping to make that shift possible. This innovation comes from our Cooling Division - born out of the acquisition of Nissens Cooling Solutions. It’s a story of curiosity, persistence, and teamwork, turning a challenge into a breakthrough for cleaner energy. Pretty cool, right?

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