All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)
Value Hive Podcast
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The Death of Moore's Law
I mean, what's and what's nice about the space, at least at least from your point of view, I think is that it's almost it's almost a marriage between an area that you're passionate about, but also an area that can generate seriously above average returns compared to the market. You mentioned Moore's law and kind of the death of Moore's law. What specifically do you mean by that? And what was what was the catalyzing moment where people thought, okay, Moore's law is now dead)? We don't manage to increase frequency. That kind of completely broke down. A Dennard scaling, which is in particular was a very linear power scaling wall has kind
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