What the end of Moore's Law means for the semiconductor industry | EP121

Art of Boring

English - November 16, 2022 11:00 - 21 minutes - 15.2 MB - ★★★★ - 5 ratings
Investing Business Management investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Playing the plan: Mawer’s U.S. equity portfolio | EP120

Next Episode: The art of discount rates | EP122

A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end.

Highlights

The transistor—a brief history What is a semiconductor? Why are they special? (Hint: atomic-level, laser precision manufacturing) HSMC, ASML, Amazon, KLA, Samsung—what the end of Moore’s Law might mean for various businesses in the semiconductor value chain Potential impacts to global productivity Will Rob continue to be underwhelmed by iPhone upgrades?