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?
