
Factor This Semiconductors, Storage, and the Future of Transmission
Nov 18, 2025
Henrik Mannesson, General Manager of Energy Infrastructure at Texas Instruments, shares insights from his extensive experience in semiconductors. He discusses how TI's chips are redefining energy systems from generation through storage to consumption. Henrik reveals the benefits of solid-state transformers and GaN technology in boosting efficiency. He also highlights the importance of collaboration in the energy sector and emphasizes how affordable, sustainable energy can revolutionize various industries, including computing and water management.
AI Snips
Chapters
Transcript
Episode notes
Semiconductors Rewire The Energy Value Chain
- Semiconductor tech is central across generation, storage, and consumption, enabling solar, batteries, and DC loads to reshape the grid.
- Gallium nitride, BMS, and metering technologies improve conversion efficiency, storage management, and user control.
Fewer Conversion Stages Improve Data Center Efficiency
- Reducing conversion stages raises end-to-end efficiency for large loads like data centers.
- Solid-state transformers and wide-bandgap devices let converters connect to mid/high-voltage grids with fewer, lower-loss stages.
Storage Flattens Daily Demand Curves
- Battery systems evolved from frequency regulation tools to time-shifting assets that flatten daily demand curves.
- Precise cell monitoring and BMS functions let operators shift renewable midday energy to evening peaks.
