We’ve been up against the 5Ghz thermal wall for over a decade. We can keep adding cores but we need significantly improved design (less nanometers) for these gains - and these are now running up against another wall, namely quantum tunneling which begins being a problem at around the nanometer scale.
I assume only a radically different architecture (light instead of electricity?) will be able to smash these barriers.
Very long story short- Trump crashing oil prices in 2016/2017 more or less ‘killed’ GlobalFoundries and which left TSMC as the only leading edge pureplay foundry. (Intel isn’t pureplay, Samsung is no longer chasing leading edge)
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Trump. Trump is killing ALL price drops.
They mention his tariffs, but it’s also a bigger issue that has to do with the laws of physics hitting economics.
We’ve been up against the 5Ghz thermal wall for over a decade. We can keep adding cores but we need significantly improved design (less nanometers) for these gains - and these are now running up against another wall, namely quantum tunneling which begins being a problem at around the nanometer scale.
I assume only a radically different architecture (light instead of electricity?) will be able to smash these barriers.
The lack of price drops aren’t really caused by tariffs up to this point.
Tariffs will be responsible for price increases however.
This was going to happen whether Trump became president or not, because Trump isn’t the problem causing this, it is a way simpler problem: greed.
Trump is the cause of it, just last term.
Very long story short- Trump crashing oil prices in 2016/2017 more or less ‘killed’ GlobalFoundries and which left TSMC as the only leading edge pureplay foundry. (Intel isn’t pureplay, Samsung is no longer chasing leading edge)
Trump caused the chip shortage.
But prices are being raised worldwide, not just in the US.
Yes but that’s only part of it