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Materials science – a field that includes elements of applied physics, chemistry, and mulit-disciplinary engineering applied to magnetics, metallurgy, ceramics, polymers and silicon – serves as the foundation for technologies that have driven much of the tech sector’s economic growth for the past 50 years. As our devices grow smaller, faster and smarter – while also requiring higher performance and greater energy efficiency – we’re reaching the limits of what can be accomplished with these fundamentals. The technology sector needs renewed research and investment in new materials to help address the challenges we face in a rapidly changing world. Leading TDK Ventures, the investment arm of TDK Corporation, I’m happy to report that a number of young companies have stepped up to the challenge of innovating materials science for the 21st century. In the past 18 months, we invested in multiple startups dedicated to reimagining the basic building blocks of materials science and identifying new ways to push technology forward – in fact, three of them have successfully gone public or been acquired over the last year. This demonstrates not just a renewed interest in materials science research but also highlights the momentum for healthy returns on materials science investments. Or, as I like to say, it’s the return of materials science returns. Materials science at the atom level For high-tech investors, materials science went out of favor the past 10 or 15 years, because investment in software development companies began to deliver very healthy returns in relatively short time frames – often in as little as two or three years. Product development in materials science traditionally requires much more capital and takes a lot longer to generate returns than software startups. Today’s hardware innovators are making it clear that we’ve only begun to scratch the surface of what’s possible in the materials sciences. Unlike 20 years ago, we can develop products like graphene, which consists of a single layer of carbon atoms that is about 200 times stronger than steel and an excellent conductor of both heat and electricity. Nanometer-scale materials like this enable the design of ultra-low power, high-performance components that can integrate multiple functionalities onto very small devices and create opportunities that were impossible only a few years ago. With advances like this, the future of materials science is regaining its luster. Investors welcome materials science startups Three materials science startups with successful exits: GenCell, which went public in 2020, develops fuel cell solutions that offer clean backup power for a variety of commercial, industrial and healthcare operations and can be used for off-grid power and rural electrification in a wide range of temperature and humidity conditions. GenCell’s revolutionary process creates hydrogen-on-demand from anhydrous ammonia (NH3) at 10 times the efficiency of other solutions, without any outside electrical power.GenCell fuel cells enable hydrogen and oxygen to react in an emissions-free chemical process that produces electricity and heat, with pure water as the only by-product. Origin, acquired by Stratasys in 2020, creates 3D printer platforms that offer an additive manufacturing approach to mass manufacturing, with the freedom of open materials. Using Origin 3D printers, customers can print products of their own design from a range of materials, or from their own proprietary materials. Origin maintains strategic partnerships with the largest materials science companies in the world and print products for leading companies in the dental, medical, and industrial sectors. SLD Laser, acquired by KYOCERA in 2020, produced the world's first high-luminance, fully integrated white laser light emitter. The emitter is based on a gallium nitride solid-state laser projected through a high-performance phosphor element that converts the blue laser to broad-spectrum, incoherent white light that eliminates eye safety risks. The resulting light source emits 100x more luminance, projects 10 times the distance than an LED, and is being incorporated into a range of specialty, display and automotive lighting applications. Materials matter Many of the fundamental technological innovations of the last century, including advances in semiconductors, biotechnology, and server technology, were based on breakthroughs in materials science. At TDK Ventures, we believe the only way to advance further is to return to materials research to identify new ways to expand the horizons of science and technology. For some established companies, this may require a pivot from traditional ways of getting things done and embracing fresh ways of thinking. It means thinking more like a startup and welcoming the challenges of change and new opportunities. We also believe that these innovations should not just push the boundaries of existing disciplines but contribute to preserving our environment and improving the lives of people. This is one of the founding principles of TDK Ventures: Our investments must contribute to digital and energy transformation and help lead to a more sustainable world. Our goal is to help every startup we invest in achieve their full potential for positive world impact. For instance, GenCell fuel cells bring emissions-free electrical power to rural communities far from traditional electrical grids, helping raise living standards without reliance on polluting diesel generators. Laser lights from SLD Laser are more power-efficient than traditional LED lamps, as lights last over 10,000 hours longer than equivalent HID (high-density discharge) lamps. Origin 3D printer platforms enable safe, localized manufacturing, and are geared toward minimizing energy waste in the supply chain. We’re just scratching the surface of what’s possible with materials science. At TDK Ventures, we’re dedicated to delivering meaningful financial results while exploring the potential of new and transformative technologies to bring positive change to our society and environment. Nicolas Sauvage is managing director at TDK Ventures, the corporate venture capital (CVC) arm of Japan-headquartered electronics manufacturer TDK Corporation. TDK Ventures is a technology-focused venture fund, investing globally in early-stage startups that leverage fundamental materials science to bolster innovations in Digital Transformation (DX), Energy Environmental Transformation (EX), unlocking an attractive and sustainable future for the world.
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Why do we need environmental air pollution sensors?Today we need environmental air pollution sensors more than ever to ensure that we have clean and safe outdoor and indoor air. Although federal rules have improved air pollution over the past several decades, more than 110 million Americans still live in counties where air quality is below national standards. An estimated 100,000 Americans die prematurely each year of illnesses caused or exacerbated by polluted air.“Cars and trucks are much cleaner than they were, power plants are cleaner, industrial operations are cleaner,” said Paul Billings, Senior Vice President Advocacy for the American Lung Association. But cleaner air is not clean air.”While scientists have long known that air pollution may exacerbate asthma and other respiratory illnesses, new data suggests polluted air leads to higher COVID-19 higher death rates and brain inflammation that can contribute to dementia and autism.To understand the importance of air quality and how we can apply existing sensors and develop new ones, we look both outdoors and indoors (see Figure 1). Outdoor air quality relates to gaseous and particulate pollutants, defined by the Air Quality Index (AQI). The AQI became a standard based on regional thresholds for a set of key outdoor pollutants: four gaseous pollutants (sulfur dioxide, nitrogen dioxide, carbon monoxide, ozone) and particulates (PMs) of different sizes such as 10 μm (PM10) and 2.5 μm (PM2.5). At present, the AQI is measured using traditional analytical instruments. Despite their high acquisition and maintenance costs, these instruments are the only solution to accurately measure these pollutants in the presence of variable environmental background.Figure 1. Examples of outdoor and indoor air quality markers Indoor air quality (IAQ) is also of growing concern. Formaldehyde, benzene, carbon monoxide, and carbon dioxide are some of the key pollutants with restricted concentration levels in residential, office and industrial buildings. Sources of these and other gaseous pollutants include building materials and equipment, workplace cleansers, and building occupants. Regulatory agencies and building occupants use different methodologies to estimate IAQ using gaseous and particulate pollutant analyzers. These estimates also consider air humidity and temperature that affect indoor air quality. Where are we today with environmental sensors?The top three requirements for modern gas sensors include: the sensor reliability to provide accurate readings in diverse environmental conditions over desired period of use low power, to extend battery life or to eliminate its need, and low cost, to facilitate their ubiquitous deployments. Advances in electronics, microfabrication, and packaging have delivered recent important developments in reducing the power consumption and miniature packaged solutions. Recent R D efforts are also increasing the number of successful gas sensor field deployments for outdoor and indoor air quality monitoring. Figure 2 illustrates three examples of recent developments in gas sensors that meet requirements of diverse customers.Electrochemical sensors from SPEC Sensors were collocated with EPA instruments for monitoring of NO2 and O3 in Chicago’s Array of Things Project. Figure 2A shows that these new cost-effective sensors track well the EPA instruments. Advancements in circuit quality, sampling, enclosure design, and initial calibration/compensation were all essential in achieving these results. While this example clearly demonstrates the usability of these sensors in this particular application, the expectations that low-cost, off-the-shelf sensors will match the performance of EPA reference systems that cost 50x-100x more must be adjusted. A micropackaged sensor suite from Bosch Sensortec includes sensors for total volatile organic compounds (TVOCs), temperature, humidity, and pressure. TVOC measurements are needed according to the guidelines by the German Federal Environmental Agency. To report TVOC, the sensor algorithm tracks the TVOC-related resistance of the metal oxide sensor, corrects sensor resistance for ambient temperature and humidity, and outputs the TVOCs Index of Air Quality between 0 (clean air) and 500 (heavily polluted air) as shown in Figure 2B. A recent GE-developed dielectric excitation scheme of metal oxide sensing materials provided a highly desired and long-awaited calibration stability of sensors for monitoring of fugitive methane gas emissions in all-weather conditions. These sensors were used in several field validation campaigns in Oklahoma, North Dakota, Arkansas, and British Columbia and had stable performance after more than 400 days, as compared to an initial calibration (see Figure 2C). Such stable sensor performance has become possible by switching from the conventional resistive mode of operation of metal oxide sensing elements to the dielectric excitation scheme. Figure 2. Examples of applications of contemporary gas sensors based on different detection principles.(A) Outdoor performance of NO2 and O3 electrochemical sensors versus EPA-validated instruments.(B) Calibration results of a BME680 metal oxide gas chemiresistor upon exposures to TVOCs (blue stair-profile) and its ± 15% confidence interval band as the Index of Air Quality.(C) Calibration stability of a sensor with an innovative dielectric excitation scheme implemented for monitoring of fugitive methane gas emissions after multiple uses in diverse field validation campaigns. Key challenges and solutions toward realizing new applicationsIn this era of data-on-demand, environmental sensors could enable countless new applications. Imagine you have a gas sensor conveniently integrated into a smartphone or a watch. You are commuting to work, and your sensor alerts you that the subway station through which you are traveling has very poor air quality. How might this alert affect your behavior? Would you put on a mask, change your commuting route to a twice-longer one, or petition the city? What if you are attending a parade downtown with your asthmatic child, and your device informs you that the air is clean? Would you skip the parade if you knew that your sensor was only 10% accurate? How would you avoid a risk of ending with your asthmatic child in a hospital?Design principles of modern sensors originate in the 20th century for detection of high gas levels from leaks, but they did not anticipate the applications proposed now. By design, existing sensors have only a single output – e.g. resistance, voltage, current, light intensity – that mathematically cannot correct for the sensor instabilities caused by the complex chemical background and variable temperature and humidity conditions. Thus, often these simple sensors perform best when pollution levels are high and when the compound of interest swamps others. As a practical example, there are dozens of gaseous pollutants in ambient air with their toxicity that differ 1,000-10,000 fold. Often, the insufficient reliability and accuracy of existing sensors in the field conditions is a significant bottleneck toward the broad adoption of gas sensors. According to the United States Environmental Protection Agency (EPA), the correlation between readings of low-cost sensors versus reference monitors varies widely from 1% to 80%. The EPA also states that no low-cost sensors meet Regulatory Monitoring requirements, and the World Meteorological Organization emphasizes that “low-cost sensors are not currently a direct substitute for reference instruments, especially for mandatory purposes.” However, we now have the increasing number of examples of reliable operation in complex environments (Figure 2) in addition to important advances in reduced power and size of contemporary sensors. Still, the key challenges to realize new applications are often the lack of required accuracy and reliability of available sensors for new contemplated applications.Is it possible to offer low-cost sensors for at least some applications and some gases with the degree of accuracy approaching more expensive specialized instruments? We, the SEMI-MSIG Device Working Group, are saying: Yes. To deliver on this bold statement, our SEMI community brings new technological solutions to the 100-year old general design of gas sensors.Our next blog What is in the Air will provide details on our activities of SEMI-MSIG Device Working Group to establish standards and new measurement schemes to reduce effects from uncontrolled ambient conditions and to improve stability, limit of detection, and dynamic range of environmental sensors. Also learn how new MSIG members can impact this important working group. The MEMS Sensors Industry Group (MSIG) is a SEMI technology community that enables the MEMS and sensor industry to address common challenges, innovate and accelerate business results.Radislav A. Potyrailo is Principal Scientist, Micro Optoelectronics Gas-Chem-Bio Sensors Systems, at GE Research; Ed Stetter is General Manager at SPEC Sensors, LLC; Ryotaro Sakauchi, is Senior Manager of Business Development at Bosch Sensortec; Merry Smith is a Product Manager and Senior Scientist at C2Sense, Inc.; and Sreeni D. Rao is Senior Director of the MEMS Business Group at TDK Corporation.
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