Drew Baglino

Even though there's so much innovation happening at the edge of the grid, on the other side of the wire, there's really been no change.

The world's leading producer of silicon carbide, which is a key power semiconductor, is based here in the U.S.

And so we should be leveraging the applications of that technology here first, manufacturing here at home.

And if we don't,

Yeah.

So first, thank you for having me today here representing the Heron Power team.

So at Heron Power, we build power electronics to accelerate the electricity sector.

Over the last four decades, in parallel with the Moore's Law improvement of transistors in compute, there's been a similar improvement in power transistors.

And

Over those decades, it's enabled more and more applications.

We see them in how we charge our phones, in telecommunications, in data centers.

But really, that improvement hasn't been brought to the grid itself.

And in a time of growing demand for electricity for so many different reasons, all of them positive, and the fact that electricity growth and energy growth is correlated with economic growth and prosperity,

We need new solutions, and luckily the power semiconductor space is ready to bring those solutions, and I'm excited to do that at Heron Power.

We're focused on building solid-state transformers to use silicon and software to replace steel, oil, and copper in power conversion at data centers, large-scale energy installations like solar and battery projects and others.

Yeah, I can take that first.

Well, this power semiconductor capability that is enabling solid-state transformers actually is the outgrowth of many decades of partnership between the federal government and academia and industry.

Both the DOE and the Navy have focused a lot on advanced semiconductors.

So it just makes sense that the place where this technology was first developed should be the place where all the benefits are commercialized.

The world's leading semiconductor