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Do you mean the market is stagnant or the tech is stagnant, because those are different things imo. If we have finally reached the final boss of silicon lithog
by paulmd 3y ago
Do you mean the market is stagnant or the tech is stagnant, because those are different things imo.
If we have finally reached the final boss of silicon lithography, then the market will figure out whatever nodes make sense (best efficiency, best performance, best value) and presumably we will need ever increasing amounts of them… especially if future solutions just stack tons of dies together etc. it’s fundamentally a pivot from growing through the tech to growing through packaging and putting more silicon into a product… at higher power and cost. But as that market model matures you will very much continue to need more and more capacity to replace the growth that used to come from Moores law.