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Your "future of semiconductors" could have been written 30 years ago, and seems no more likely to be true today than it was then. Do you think Nvidia is less pr
by dahinds 6y ago
Your "future of semiconductors" could have been written 30 years ago, and seems no more likely to be true today than it was then. Do you think Nvidia is less proprietary, more transparent, or more virtuous than Intel?
- Iwan-Zotow 6y agoWell, combination of the lead in x86 architecture (a lot of times close to 100% of market supply) combined together with lead in manufacturing (first in process shrink down to 14nm) was unique and highly unlikely to be repeated. Commoditization of architecture (ARM seems to be in the lead by RISC-V might go up) plus separation between chip design houses and manufacture fabs seems to be more efficient market solution. Where it leaves Intel?
- peter_d_sherman 6y agoI'm not saying Nvidia is any more virtuous than Intel. Nvidia, as a corporation (has/will have) many of the same problems that Intel does. Arguably, what I've written applies equally to most of the large companies at this point in time in the semiconductor/CPU space...