Semiconductor Chips
topic on 6 shows · 7 statements across 7 episodes
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7 statements about Semiconductor Chips, every show
Beck: Semiconductor water is a million times purer than used in pharmaceuticals
“We've learned that the most extreme pure water that's being used on the planet is to produce chips. Because those chips need to be produced in ultra pure water because any impurity that is in the water that comes from the chip kills the chip. And that's how we…”
Altman: Chips are currently AI's primary bottleneck over energy
“It goes back and forth. Right now, again, it's chips.”
Andreessen: a16z Does Not Invest Heavily in Chip Startups
“We're not really big investors in chips because it's kind of a big, it's kind of a big company thing”
Tyler Hogge predicts China will spend whatever is necessary on domestic chips
“That even if we give China chips, they will still spend as much as they need to in order to catch up themselves.”
Lutsch: 3D semiconductor scaling drives higher demand for Lam equipment
“The smaller the semiconductor chips become, or the smaller the future become, the more, like, they go in the third dimension, like, in the, in this direction and the more layers you need. Therefore, the more layers you need, the more LAM equipment you need.”
Patel: All sub-7nm chips depend on tooling from one Austrian monopoly
“There is no chip that is less than seven nanometer that doesn't get touched by this one Austrian company's tool, right? And there is no alternative.”