Holonomy makes high-power photons on a wafer, the way semiconductor chips are made, to ignite nuclear fusion, the clean, limitless energy source for civilization.
Why photons, and why now?
P2The photon shift is already happening.
36 秒 | 念完累計 0:52
▷ 五張卡由左到右,手跟著走;功率軸 milliwatts → megawatts
Because a paradigm shift has already started, climbing a billion-fold, from milliwatts to megawatts.
In AI data, photons replace copper because they carry more data with less heat.
In space, photons replace radio because a narrow beam carries far more data.
In energy, photons replace the wire because they carry power through air and vacuum.
In defense, photons replace the missile because they are made from electricity, and never run out.
In fusion, photons replace the sun's gravity ⟨because they press fuel harder than the center of the sun⟩③
P3Why Now
26 秒 | 念完累計 1:18
▷ 左:增益圖;右欄三行(once a day · ten times a second · tens of gigawatts)
The National Ignition Facility, in the US, is the world's largest laser, built to ignite fusion.
In 2022, they succeeded: more energy came out than the photons put in.
But it fires about once a day.
A power plant must fire ten times a second, with chips that turn electricity into photons.
One plant needs tens of gigawatts of peak power from these chips.
P4The Problem
25 秒 | 念完累計 1:43
▷ 六道工序沿圖上 1 到 6 走;最後一句指四張文獻卡
For one plant, tens of gigawatts means three to six years of the world's entire output of these chips.
Today they cost a hundred times what a plant can afford.
Why? Because each chip is cleaved, soldered, sorted, lensed, stacked and tested, one at a time.
Last year, the US lab that ignited fusion and Germany's leading laser-chip institute published the same diagnosis.
P5The Solution
32 秒 | 念完累計 2:15
▷ 左欄 CCD → CMOS 小圖;右欄 PCSEL 元件圖;底下 50 W 那行留給眼睛
So we change how the chip is made.
This has happened before.
CMOS camera sensors started behind CCDs.
⟨But they were made on standard wafers, so they reached volume first, iterated faster, and overtook CCDs.⟩②
Our chip is a photonic-crystal surface-emitting laser, a PCSEL.
A pattern of tiny holes makes the whole chip surface emit photons as one beam, all made and tested on the wafer.
Like CMOS, it starts behind today's best, and it scales the same way.
P6Market and Customers
28 秒 | 念完累計 2:43
▷ 左:買家曲線由左到右;右欄四步;市場數字不念
Our first customers are laser makers, who need these chips long before the first fusion plant is built.
From there, we climb in power density and efficiency, through the adjacent markets you just saw, to the fusion plant.
The plan with each customer is four steps: an assessment, a paid study, samples, then volume.
So revenue can start early, with the study, and grow with every chip they buy.
P7Team and Traction
40 秒 | 念完累計 3:23
▷ 左欄三人;右欄四條,不點名
We have the right people for this.
I am a serial founder trained in nuclear engineering.
Eric Chen was a process integration engineer at TSMC.
We design with the NYCU lab that built the world's first electrically driven blue surface-emitting laser.
A Taiwan epitaxy foundry has taken on our first process run.
A European laser research center has offered to test our first chips, as a start to wider collaboration.
A US university optics lab has offered to build a test bed and to join our federal proposals.
And laser-fusion developers are in talks with us⟨, one about joint development⟩①.
P8Where Batch 4 moves our roadmap.
40 秒 | 念完累計 4:03
▷ 路線五站由左到右;三張卡 First、Second、Third;收尾看台下
From here, we get our first chips back from the foundry early next year, and measure them by the second quarter.
We sign a paid design study by the third quarter, and ship evaluation chips to R&D centers by the end of 2028.
We'd love Batch 4 to join us on three fronts.
First, the investor network: introductions to investors in semiconductors and energy.
Second, a corporate partner, one that puts our first chips on its bench.
Third, the international landing: Silicon Valley first, then Germany and Japan.
Join us in building the photon engine for civilization.