Smoltalk

Future of Smoltek Hydrogen with Dr. Fabian Wenger

In episode two of SmolTALK, Magnus Andersson welcomes Dr. Fabian Wenger, Head of R&D at Smoltek Hydrogen, for a deep dive into the technology and business behind green hydrogen production. Fabian shares his background – from earning his PhD in high-temperature superconductors at Chalmers to 25 years in product development at companies like Ericsson – and how he became fascinated by Smoltek's nanotechnology platform. The conversation covers: The Technology How Smoltek's carbon nanofibers create a massive 3D surface effect that enables more efficient use of precious metal catalysts. The episode explains PEM electrolysis in detail, including how the electrochemical process splits water into hydrogen and oxygen. The Iridium Breakthrough Iridium is essential for industrial-scale PEM electrolysis but extremely scarce (only 7–9 tons mined annually as a byproduct of platinum). Smoltek's Porous Transport Electrode (PTE) achieves 0.1 mg/cm² iridium loading – a 95% reduction compared to conventional solutions – removing a critical growth barrier for the green hydrogen industry. Strategic Partnerships Smoltek has announced partnerships with AGC (plasma source technology for scalable manufacturing), Impact Coatings and Spark Nano (coating technologies), and Heraeus Precious Metals (world-leading catalyst expertise). These partnerships form the foundation for industrialization. Fuel Cells & Future Applications The technology also has applications in fuel cells, supercapacitors, solid-state batteries, and potentially medical devices. Investment Perspective Smoltek is positioned at the intersection of two megatrends: AI/semiconductors and the green energy transition. The conversation covers the importance of energy system resilience and hydrogen as a tool for seasonal energy storage.

Future of Smoltek Semi with Dr. Farzan Ghavanini

Welcome to the premiere episode of Smoltalk, the podcast where Smoltek CEO Magnus Andersson has in-depth conversations with guests who bring unique perspectives on breakthrough nanotechnology. In this episode, Magnus is joined by Smoltek's CTO, Dr. Farzan Ghavanini, for a comprehensive deep dive into the company's core CNF-MIM capacitor technology. Dr. Ghavanini breaks down the science, the market, and the strategic roadmap, explaining why this technology is critical for the future of AI, data centers, and high-performance computing. In this episode, you will learn about: * Dr. Ghavanini's long personal history with carbon nanotechnology, which began at the same university as Smoltek's founders. * What makes carbon nanofibers (CNF) a unique material (a combination of excellent electrical conductivity, thermal conductivity, and extremely high surface area). * The "power delivery dilemma" in the AI revolution and how ultra-thin capacitors are essential to solving it. * How Smoltek's "growing" process compares to the "digging" (trench) process of competitors, creating a fundamental cost advantage and a new S-curve for performance. * The company's current "lab-to-fab" status, including the recent breakthrough 1,000-hour reliability test. * Smoltek's key partnerships with ITRI in Taiwan for pilot-line production and YAGEO/Kemet for technical validation. * The future roadmap, from today's discrete components to advanced integration and the European "chiplet" ecosystem. RESOURCES FROM THIS EPISODE Read the full article summarizing the conversation on the Smoltek blog: https://www.smoltek.com/deep-dive-into-smoltek-cnf-mim-capacitor-technology/14127/ Watch the full video recording of this podcast on YouTube: https://youtu.be/X_V6fZ6rwtI Smoltalk is available on Apple Podcasts, Spotify, and most other podcast directories, as well as on YouTube. Subscribe to be notified of future episodes.

Coming soon

Welcome to Smoltalk Get a glimpse of what's coming in our new podcast series. Smoltalk brings you behind the scenes of breakthrough nanotechnology commercialization. In each episode, Smoltek's CEO hosts candid conversations with guests who offer unique perspectives on the science, markets, and strategies shaping the future of advanced materials. Coming in Episode 1: Farzan Ghavanini, CTO of Smoltek Semi, discusses the revolutionary CNF-MIM capacitor technology, its market potential, and the roadmap to revenue. Why listen? If you're a shareholder, potential investor, or simply fascinated by deep tech innovation, Smoltalk delivers the insights you need to understand the technology and business fundamentals behind Smoltek's value proposition. Subscribe now so you don't miss the first full episode.