Moore’s law has been the driver of semiconductor capabilities and cost for decades. This phenomenon is still being pushed by the likes of TSMC, Intel, and Samsung in logic, but in DRAM, it is dead. DRAM scaling slowed significantly nearly a decade ago and it is moving at a snail’s pace now. New DRAM nodes are now a tiny fraction of a shrink. Going from 20nm to sub 10nm is going to take at least 5 different incremental node shrinks.
Joining the Substack crowd, eh? Glad to have you, looking forward to your stuff here!