Current & Ongoing Deep Explorations
Photonic Light Source for Transceivers
This Deep Exploration explores the urgent opportunity in advancing photonic light source technologies for high-speed data communication. As data center and telecom bandwidth demands surge, driven by AI and cloud computing, there is a critical need for high-performance, energy-efficient light sources like lasers and LEDs to support next-generation photonic integrated circuits (PICs). This exploration specifically focuses on the multi-billion dollar market for laser technologies that enable faster, more reliable optical data transmission, and seeks to identify startups innovating in this space to overcome performance, cost, and scalability challenges.
Data Center Energy Infrastructure
This Deep Exploration explores the urgent opportunity in addressing the power demands of AI-driven data centers. As AI workloads surge, data centers require vast amounts of firm, reliable energy—often faster than utilities can deliver. This exploration specifically focuses on the multi-billion dollar market for energy infrastructure innovations like microgrids, transformers, and advanced conductors (everything between generation and a data center), and seeks to identify startups solving the “time to power” bottleneck.
Aquaculture Tech
This Deep Exploration explores opportunities in the aquaculture industry, driven by rising demand and declining capture fisheries. It highlights potential in emerging markets like China and India, where fish farming is inefficient. The document outlines advancements such as recirculating aquaculture systems (RAS), precision feeding, and genetic improvements to boost productivity and sustainability. It also highlights startups in this space and synergies with TDK Ventures’ expertise in sensor tech, IoT, and AI. The proposal emphasizes the high returns from investing in startups that enhance the value chain, farmer incomes, and sustainable farming practices.
Next-Gen Robotics Software
This Deep Exploration explores the transformative potential of next-gen robotics software, particularly Robotic Foundation Models (RFMs). These AI models, like General Purpose Foundation Models for text and images, serve as versatile bases for various robotic applications. The proposal highlights the shift from hardware to software investment in robotics, driven by RFMs’ scalability and accuracy, enabling non-experts to implement solutions. It also covers market potential, challenges, and opportunities in robotics software, emphasizing data, simulation, and open-source approaches, and details TDK’s strategic role in utilizing these advancements to improve manufacturing and products.