📈⏳ The broken bargain of Moore’s Law

Short summary

Moore's Law's physical progression has been slowing for years; the economic implications of this slowdown are now becoming apparent. This suggests fundamental shifts in how the semiconductor industry invests, manufactures at scale, and plans for future innovation. The 'broken bargain' framing indicates the end of the exponential hardware acceleration that powered decades of tech growth.

• •Moore's Law's physical limits have been slowing for years, now reflected in industry economics
• •Semiconductor manufacturing investment and strategy have not yet adapted to this reality
• •Long-term shifts in chip industry innovation models and scaling approaches are coming

Generated with AI, which can make mistakes.