The Next Big Chip Companies

Who will win in a world where architecture and packaging are now differentiators, and where intelligence, connectivity and security are the new prerequisites.


Rambus’ Mike Noonen looks at why putting everything on a single die no longer works, what comes after Moore’s Law, and what the new business model looks like for chipmakers.


Doug says:

OK, sure.
But, the time a wafer spends in the FAB has not changed. The nature of building a complex part is still limited by a system with a 5-10 month lead time from wafer start to finished product.
Come up with a way to JIT the inventory, and we can both get rich. That is the key to market risk and the reason not to have too many part numbers in fab at one time.

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