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Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by jeffbee on Monday July 13, 2020 @12:43PM (#23822756)
If you'd told me in, say, 2005 that old-line semiconductor businesses like TI and ADI would be trading at all-time highs in 2020, I would have said you were nuts.
Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by dragontamer on Monday July 13, 2020 @12:46PM (#23822789)
Someone's gotta make IGBTs to support all those fancy new electric stuff, be it batteries, cars, transformers, etc. etc. IGBTs have had incredible process gains, leading to improved efficiencies (and therefore: less waste heat / waste power) in many applications.

The march of progress continues forward. Its not computer tech per se... but power-tech and analog-tech is incredibly important still.

I'd argue that without modern IGBTs, it'd be impossible to make an electric car today. Its probably one of the most major sources of efficiency in the modern electric vehicle. The power-switch that controls "on" vs "off" needs to be incredibly efficient when you're shoving 200+ kW of energy through it!!

Case in point: lets say 200kW of power is being used by the motor at 375V. That's 500+ Amps of current. A resistance of 0.1 Ohms would waste 25,000 Watts of energy (power == current^2 * resistance)... in the switch / transistor itself before the motors even got the energy.

Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by phkahler on Monday July 13, 2020 @01:09PM (#23823032)
The power-switch that controls "on" vs "off" needs to be incredibly efficient when you're shoving 200+ kW of energy through it!!

Yeah, when I was working in EVs everything was about reducing losses. Not just for efficiency but because a few percent loss is a LOT of heat.

I ran an inverter at 200kW that was not rated for that. The weak point was actually the DC connector. I didn't find that out the hard way, just looked it up as I was closing in on 600 Amps DC.

BTW I just needed to find 2 values empirically and was unable to because of that DC current. Strange enough I figured running at a lower voltage would reduce max power and I could get my values. Unfortunately half the voltage is half the power but still the same current. Higher speed had similar issues. Project got cancelled before I found that motors limits.

Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by hwillis on Monday July 13, 2020 @03:09PM (#23824389)
> I'd argue that without modern IGBTs, it'd be impossible to make an electric car today.

Er, everybody switched to SiC MOSFETs, so... definitely not.

> The power-switch that controls "on" vs "off" needs to be incredibly efficient when you're shoving 200+ kW of energy through it!!

Even before SiC became economical, FETs were edging out IGBTs in most applications. The voltage drop across IGBTs is just too high.

In fact SiCs have worse on/off efficiency, but are still preferred because they can switch more quickly and in the end that makes them more efficient, overall.

> Its probably one of the most major sources of efficiency in the modern electric vehicle.

I would give that to the battery or the motors before the controller. Controller have been >97% efficient for ages and ages, but motors are another thing entirely and better computers, salient rotors and permanent magnets, and better characterization have led to bigger gains than the switching elements have seen.

Neither hold a candle to batteries though. The resistance of switches is <10 milliohms, and motor resistance isn't much higher. The resistance of a 400 volt, 250 Ah NiMH battery is around 180 milliohms. The same battery built with venerable NCR18650Bs (original model S) is 68 milliohms. That's a full 7x improvement, or an 86% reduction in loss, and by far the biggest inefficiency besides aerodynamics and rolling friction.

Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by keefe8 on Monday July 13, 2020 @09:44PM (#23827665)
> The resistance of a 400 volt, 250 Ah NiMH battery is around 180 milliohms. The same battery built with venerable NCR18650Bs (original model S) is 68 milliohms. That's a full 7x improvement

Power dissipated by resistance is only linearly (not quadratically) related to resistance when current is relatively fixed: P=(I^2)R. So reducing the parasitic resistance from 180mΩ to 68mΩ is only a 2.6x improvement, albeit still quite significant.

Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by baybal2 on Tuesday July 14, 2020 @05:17AM (#23829948)
> Er, everybody switched to SiC MOSFETs, so... definitely not.

Definitely not everybody are on SiC parts, let alone MOSFET only designs. Though, the trends is for at least some hybrid SiC parts as they are getting cheaper.

When switching speeds are low enough (as is in EVs,) you don't need that much switching performance. Current Si IGBTs are quite viable in EVs, if you switch high enough voltage.

There is a reason why rail is still preferring high voltage AC for traction. That's because Si IGBTs for that are cheap, and efficient enough.

Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by jeffbee on Monday July 13, 2020 @12:55PM (#23822887)
My bull case on CREE was their silicon-carbide rectifier tech was important for power supplies, but I can tell you without even glancing at the chart that CREE is not trading at an all-time high :=)

I always thought of ADI as a company with ASICs like PLLs and MEMS and whatever. Are IGBT drivers an important line of business for them (I don't follow the company closely).

If you look at another company that makes a shitload of power semiconductors, like Infineon, they are struggling.

Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by hristov on Monday July 13, 2020 @01:37PM (#23823345)
You should look again. CREE is very near all time highs actually (especially if you ignore the 2000 bubble).

CREE is a large but shrinking LED business tied to a small but growing SiC business. At some point the SiC part will overshadow the LED part and CREE will be seen as a growing successful tech company again.

Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by dragontamer on Monday July 13, 2020 @01:00PM (#23822920)
> I always thought of ADI as a company with ASICs like PLLs and MEMS and whatever. Are IGBT drivers an important line of business for them (I don't follow the company closely).

IGBTs were more of a TI-comment. I see TI as more of the power-company.

I like talking about IGBTs because its superficially a simple subject. It just a switch: power turns on, power turns off. But when you really consider the shear level of efficiency being developed today, its mind-boggling.

-----------

You're right that I don't see ADI as an IGBT (or similar) company. But I just sorta went on a tangent, hooking into your TI-comment more so than ADI.

Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by NovemberWhiskey on Monday July 13, 2020 @01:04PM (#23822969)
I think it's AD/DA conversion product lines that are really driving profitability - and I suspect mainly the RF stuff.
Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by ThePhysicist on Monday July 13, 2020 @01:26PM (#23823219)
It seems ADI still hasn't surpassed its all-time high of 108 $ (which it reached in 2000), though it's awfully close. Then again if we add the inflation we are still nowhere close the earlier valuation.
Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by jeffbee on Monday July 13, 2020 @01:29PM (#23823254)
It closed at $124.50 last week.
Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by ThePhysicist on Tuesday July 14, 2020 @05:04AM (#23829869)
Seems I overlooked that, you're absolutely right. Still with the inflation I think the stock isn't worth as much as on its historic high, though it seems to gain good momentum again.
Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by guenthert on Monday July 13, 2020 @02:00PM (#23823611)
Do we actually know where we're at in terms of inflation after the $2T were pumped into a lame economy earlier this year?
Re:Chipmaker Analog Devices to acquire Maxim Integrated for ... by guenthert on Monday July 13, 2020 @08:27PM (#23827271)
Downvoted by anonymous cowards yet again. Is it because

- the idea of injecting money into a lame economy causing inflation is preposterous

- comparing historic stock market prices w/o inflation data is perfectly sensible

or

- that inflation data is readily available to everyone and doesn't need to be dragged into the discussion here?

Well, I'm afraid, we'll never know.