4 ms·
All it takes is someone figuring out how to do the same thing without all the specialized parts or bulk. That's the main cost. This is the way of tech: it start
by Kye 5y ago
All it takes is someone figuring out how to do the same thing without all the specialized parts or bulk. That's the main cost. This is the way of tech: it starts expensive, full of specialized parts that only a few suppliers produce, then someone figures out how to do it cheaper.
At $1B a pop + 50% for lifetime maintenance, the incentive is there.
- lumost 5y agoThe problem with semi is that they will move to a machine that costs 2 billion a pop within 2 years. The output of this 2 billion dollar machine will be greater than the cost increase. Semi is heading to a winner take all market based on capital expenditure. Even TSMC can’t afford to in house the work ASML does and keep pace with new developments.