Rising Costs and Shifting Landscapes in Semiconductor Manufacturing

This chapter explores the impact of soaring wafer costs from TSMC, particularly as the industry transitions to two nanometer technology. It highlights the economic pressures facing major companies like Apple and Qualcomm, and how these challenges might reshape the semiconductor landscape, particularly regarding innovation and consumer technology. Additionally, the chapter discusses the implications of rising fab construction costs and the potential end of Moore's Law, suggesting a possible evolution in chip design towards chiplets.