3 ms·
R&D and tooling costs have grown enormously to bring new fab process nodes online, but the actual per-wafer costs of materials and operating expenses historical
by wtallis 3y ago
R&D and tooling costs have grown enormously to bring new fab process nodes online, but the actual per-wafer costs of materials and operating expenses historically haven't been growing to the same alarming degree. But that's changing, as new nodes are increasingly relying on power-hungry tools with low throughput that wear out mask sets at an unprecedented rate. It's not implausible for the industry to reach a point where new leading-edge processes will never mature to the point that they make economic sense for the low-cost applications that currently stay a few nodes behind the leading edge.
- viscanti 3y agoThe problem here would be that if mask sets wear out at an unprecedented rate, it might not make sense to use these cutting edge nodes in the future (if/when we're several nodes ahead by then) for the things that currently use older nodes. Maybe Moore's law is dead for the types of things that stay 2 or 3 nodes behind state of the art all the time.