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I don't think fab tech will become that commoditized. If anything, the end of differentiation on process node size alone will drive differentiation in other are
by tcoppi 10y ago
I don't think fab tech will become that commoditized. If anything, the end of differentiation on process node size alone will drive differentiation in other areas, such as new types of transistors(tri gate has already become somewhat popular). More complicated and expensive manufacturing technologies that are currently too expensive relative to the performance gain such as SOI technologies might take off as well. There is still a lot of room for innovation in the process other than just shrinking the features, shrinking has just generally been the cheapest way to improve performance until now.