How the Long Play Works in Venture Capital: The story of Enwise
How the Long Play Works in Venture Capital: The story of Enwise The venture capitalist’s eye is always on a distant and uncertain future. Many of the now-famous VC-backed companies, such as Google, Tesla, and Starbucks, might be described as “overnight successes ten years in the making.” To the outside observer, they came out of […]
Time for Investors to take a hard look at China hard tech
Time for Investors to take a hard look at China hard tech In recent weeks U.S. investors have probably seen the headlines: China is a huge magnet for foreign capital. In 2020, despite the COVID-19 pandemic, China passed the United States as the world’s largest recipient of direct foreign investment, while its exchanges hosted half […]
Moore Material Forum
Moore Material Forum On October 18th, the Second Annual Forum of Moore Material Institute was held in Beijing, and over 200 speakers and guests attended the close-door forum and had candid discussion about development on various material fields, especially materials used in electronics industry. Here are some of my thoughts from the event. – Traditionally, […]
What’s new in Deeptech venturing and investing in China Post COVID-19?
What’s new in Deeptech venturing and investing in China Post COVID-19? These days, the most frequently-asked question I get asked when a foreign friend calls is “Has China returned to normal post COVID-19? What’s different?”. On May 7th, two weeks ago, I had a conversation on that topic with Andrew Gaule, the CEO of Aimava, […]
What’s new in China’s NEW infrastructure spending?
What’s new in China’s NEW infrastructure spending? Four days after signing an unprecedented $2 trillion relief bill to blunt the economic damage from the coronavirus pandemic, president trump called for the U.S. to spend another couple trillion bucks on a massive infrastructure package, to “be focused solely on jobs and rebuilding the once great infrastructure […]
National grid internal policy 826, implications and future perspectives
National grid internal policy 826, implications and future perspectives Recently China national grid issued internal policy 826, and soon the document was leaked to the media and became a hotly debated topic. So, what does policy 826 say? Policy 826 has four parts; the key theme is to optimize the rate of return […]
Time to invest in Silicon Carbide
Time to invest in Silicon Carbide Two years ago, in North Carolina, a US company called CREE was trying to sell its Wide-Bandgap (WBG) semiconductor business subsidiary Wolfspeed. Building on their expertise in Light Emitting Diodes (LEDs), government contracts for Gallium Nitride (GaN) lasers and commercial contracts for Silicon Carbide (SiC) voltage transformers, CREE had […]
What to do with wet waste?
What to do with wet waste? Viewpoint: GPT: SiC adoption in EVs, progress in SiC MOSFET, costs, and vs. GaN / IGBT Stephane Vernede, CEO and Co-founder of Enwise China enters the era of waste sorting and the proper processing of wet waste is crucial. When wet waste is separated and properly processed all […]
Why am I particularly excited about 3D printing of ceramics?
Why am I particularly excited about 3D printing of ceramics? Every undergraduate majoring in ceramics learns quickly that the Achilles’ heel of ceramics is its brittleness. Unlike metals that are ductile and workable, ceramics is difficult to shape by machining. I did my Ph.D. in “superplasticity of ceramics”, which aimed to create ceramics that are […]
World’s busiest hydrogen fuel station
World’s busiest hydrogen fuel station Hidden behind a blank wall with no signs or name, in a nondescript alley off a busy street in Shanghai, is world’s busiest hydrogen fueling station. It was built as a demonstration project for hydrogen fueling stations. While designed for 500 kg/day, it serves 500 commercial trucks for e-commerce companies […]