We are happy to play an important role in the cooling of next generation advanced semiconductor packaging. Thank you TDK Ventures for including us.
Semiconductor chip development continues to advance rapidly, with transistors getting smaller and more densely packed onto increasingly larger dies. However, this progress also leads to a growing challenge: more heat generation. For instance, the thermal design power of Nvidia’s Blackwell system has tripled compared to its previous generation. (See the comments below for our full updated graphic of the ecosystem.) To ensure chip reliability, advanced cooling solutions are being developed, which include both passive and active methods. Passive cooling refers to solutions that remove heat from the chip without the need for energy input. A key example is thermal interface materials (TIMs), which are used to transfer heat from the die to the chip package and then to the external heat sink. As heat sink designs become more advanced—like the products from our portfolio company Fabric8Labs—thermal interface materials could become the bottleneck in cooling chips. This is why many startups are innovating in high thermal conductivity and low thermal resistance materials for better transferring heat away from the die. NovoLINC, Boston Materials, Arieca Inc., apheros, Maxwell Labs, Carbice. Active cooling uses energy to extract heat, either in a direct-to-chip manner like JETCOOL Technologies Inc., NEXALUS, Chilldyne, DCX LIQUID COOLING SYSTEMS, ZutaCore, Accelsius, SEGUENTE are working on, or through immersion cooling like Submer, LiquidStack, Green Revolution Cooling, Iceotope Technologies Limited, and Ferveret, Arctic impulse Oy, Asperitas, GREENTECH Technologies AG. Our investment director, Tina Tosukhowong, takes a deep into these active cooling solutions in her recent “King of Hill in Data Center Cooling” article in DatacenterDynamics. https://lnkd.in/gqk6Dfhx We believe both passive and active cooling technologies are crucial for effectively managing the heat generated by the next generation chips and would love to exchange notes with anyone who is also diving into this space. Yan Yan, Tina Tosukhowong, and Qianran (Katherine) He, PhD continue to explore this market and welcome any additional insights. #ChipCooling #DataCenterEnergy #NextGenChip