What the end of Moore's Law means for the semiconductor industry | EP121

A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end.

 

Highlights

  • The transistor—a brief history
  • What is a semiconductor? Why are they special? (Hint: atomic-level, laser precision manufacturing)
  • HSMC, ASML, Amazon, KLA, Samsung—what the end of Moore’s Law might mean for various businesses in the semiconductor value chain
  • Potential impacts to global productivity
  • Will Rob continue to be underwhelmed by iPhone upgrades?

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