Moore's Law: is it Dead or Alive? It’s a perennial subject that has come back in 2021. Without the chip industry you would not have a smartphone or a notebook computer at your side … no Facebook or Google either … only a slide rule, a pen, and paper. Semiconductors have brought $42 Trillion in value to the world. It would vanish tomorrow without the advance of technology. Yet, when the subject of Moore's Law arises, it’s used most often to either legitimize a product by showing its inexorable growth or to delegitimize a competitor by showing it slowing or even stopped. In other words, it’s the age-old marketing ploy of using endorsement to gain acceptance. It’s often a moniker for a bundle of other so-called ‘laws.’
Moore’s Law is far more than a tool to sell products or ideas. Moore’s Law is a fundamental driver of semiconductors that’s far more important than counting transistors on a chip or shaving nanometers off a process name. To a large degree, it is made possible by advances in lithography. It can be used to explain the history of lithography where the price of a single tool has soared from 10 cents to today's $100M+ EUV behemoths or wafer fabs that went from a few million to $15B-plus. And yet the semiconductor industry still thrives as the price-per-transistor gets ever lower.
This video lays out how technology and the economics of Moore’s Law in manufacturing interleave to drive the immense value semiconductors have brought to the world by making them smarter. Advances that are critical as to make the move from smart to cognitive.
To view the presentation, please click here