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Yeah, consolidate more [1]. What could possibly go wrong. https://en.wikichip.org/wiki/technology_node#Leading_edge_trend https://en.wikichip.org/wiki/technolo
by RicoElectrico 6y ago
Yeah, consolidate more [1]. What could possibly go wrong.
https://en.wikichip.org/wiki/technology_node#Leading_edge_trend https://en.wikichip.org/wiki/technology_node#Leading_edge_tr...
- mlinksva 6y agoInteresting chart. For someone who doesn't follow the industry, does it show current capability, or capability at the time a given node was cutting edge? If the latter it really does show a tremendous winnowing. To what extent is that winnowing attributable to consolidation (M&A) vs dropping out?
- ip26 6y agoAs far as I know, these were not consolidation so much as trailing players dropping out of the race in a winner-take-all market.
- taurath 6y agoMaybe one of the ultra billionaires could make a competitor, but the amount of expertise built up over time in those companies seems insurmountable. Possible maybe, but quite a tall order, people would rather just build a space company it’s easier
- nine_k 6y agoApple and Google sit on large piles of cash. They both need chips. I wonder if they would invest in expansion the industry, at least to have preferential treatment. This may mean more fabs, but not necessarily more players.
- jagger27 6y agoI only hope in the next decade or so that fab tech becomes more commoditized so GlobalFoundries and co can get back onto the leading edge node.
- KptMarchewa 6y agoDevelopment costs of each generation rises exponentially. Would not be surprised if that number dropped even more around 3-2nm nodes.