semiconductor industry
3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Jan 2, 2019 by John Markoff · across every show →
Everything said about semiconductor industry, oldest first
Jan 2, 2019 neutral
Markoff predicts semiconductor scaling will permanently stop at 5 nanometers
“I believe, you know, based on talking to all the wise men I've been able to talk to in Silicon Valley, that there are three more turns of the crank. We go from 14 to 10 to seven to five. The industry can see its way to five.”
Dec 12, 2019 negative
Andreessen: Traditional single-chip semiconductor scaling has reached fundamental atomic limits
“So the bad news is that that in, in that form seems to be coming to something of an end which is we have, we're too good at it. We've hit basically, we being the semiconductor industry broadly, the tech industry have kind of hit the limits of fundamental physi…”