What Will That Chip Cost?


In the past, analysts, consultants, and many other experts attempted to estimate the cost of a new chip implemented in the latest process technology. They concluded that by the 3nm node, only a few companies would be able to afford them — and by the time they got into the angstrom range, probably nobody would. Much has changed over the past few process nodes. Increasing numbers of startups... » read more

Steering The Semiconductor Industry


Progress in semiconductors has been one of the most successful engineering feats, and the industry has ridden an exponential curve longer than anything else in history. It is also a highly conservative industry that has pushed away many disruptive changes in favor of small incremental changes that minimize risk. There have been significant changes over the decades, and they often required a ... » read more

First Look: 5nm


By the time the 5nm semiconductor manufacturing process node reaches mass production readiness, the hurdles and challenges will no longer be open for discussion. But as of this moment, some of them seem almost insurmountable, raising new questions about the continued viability of Moore's Law. There has been much written about the end of [getkc id="74" comment="Moore's Law"] for nearly two de... » read more

Raise A Fence, Dig A Tunnel, Build A Bridge


There are three main options for chipmakers over the course of the next decade. Which option they choose depends upon their individual needs, talents, and how much and what kind of differentiation they believe will matter to them. The options roughly fall into three categories—fence, bridge or tunnel. The fence option Rather than changing anything, the entire ecosystem can stick to wha... » read more