“Photon-power technologies are now undergoing the kinds of breathtaking performance improvements that define highly disruptive industries and presage very rapid growth across a wide variety of formerly discrete markets,” advises The Friday Letter from Gilder Publishing.

The report recommends the Digital Power Report, which tracks investment opportunities in digital power technologies.

“The stealth revolution in power is centered on the rising power levels that semiconductor technologies are able to handle,” says the report’s Web site. “Silicon powerchips now switch and process kilowatts of power, not just milliwatts of logic or memory.

“Laser diodes and RF MMIC chips transform and amplify a thousand times more power than they did just a few years ago. Sensors detect all the various attributes of power with sensitivities 10,000 times greater than they used to.

“The leading digital power companies are taking advantage of thirty years of advances in semiconductor materials and chip-scale engineering, and trillion dollars of capital already invested to advance the manufacture of logic devices.”