Stratechery China Chips and Moore's Law
Oct 18, 2023
Explore the nuances of Moore's Law as it relates to the latest advancements in semiconductors. Discover the fallout from U.S. export restrictions on AI chips and how companies like NVIDIA are adapting. Dive into the geopolitical tensions that shape the future of computing power and the implications for global technology markets.
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Moore's Precept vs. Moore's Law
- Moore's Law, the prediction of transistor doubling, has slowed.
- Moore's Precept, the assumption of increasing computing power and decreasing cost, is key to the tech industry.
GPUs and Parallelism
- GPUs offer faster execution with simpler instructions, excelling in parallel processing tasks like graphics.
- However, not all software problems are easily parallelizable, limiting broader GPU adoption.
EUV's Impact on Transistor Cost
- EUV lithography initially increased transistor cost at 5nm.
- However, 3nm processes reversed this, making transistors cheaper than 7nm.