Moore's Law

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Cloud Computing  Oct 27  Comment 
Moore's Law states that computer system performance/price ratio will double every two years. And that was very much my expectation when Good Data started using Amazon Web Services almost 2 years ago. But I had to wait until today to see Moore’s...
Cloud Computing  Sep 22  Comment 
I was in a meeting last week with Gartner’s Ben Pring and he made an interesting observation that cloud computing at the end is just a result of Moore’s law.  The concept is fairly simple and charts a path of increasingly distributed...
Financial Times  Jul 20  Comment 
The costs and risks involved in building new fabs is driving makers of logic chips towards a 'fabless' model, where they outsource production to chip 'foundries' in the Far East
Venture Chronicles  Jul 13  Comment 
Vinnie raises two very good points about Moore's Law and consumer vs. enterprise scale, all in response to Chris Anderson's contention that the tech industry preoccupies itself with managing scarcity when it should be taking advantage of an...
Cellular News  Jun 16  Comment 
The high cost of semiconductor manufacturing equipment is making continued chip-making advancements too expensive to use for volume production, relegating Moore's Law to the laboratory and altering the fundamental economics of the industry,
Trends I'm Watching  Jan 21  Comment 
Moore's Law is one of the reasons that inflation has stayed relatively low. Link: Werblog: Honey, I shrunk the camera.We're used to the Moore's Law cycle of increasing price-performance for personal computers. Double the speed, or half...
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Moore's Law says that the number of transitors that can be placed (inexpensively) on an integrated circuit will double every 18-24 months. That essentially means that the speed of a chip today will operate at half the speed of a chip, of the same size, made two years from now. This unprecedented technological record of innovation has allowed electronic manufacturers to make products like smart phones, small digital cameras, and notebook computers.

Who Benefits From Moore's Law

  • Semiconductor Equipment Manufacturers: As chips become smaller and faster, the production process becomes longer and more complex. This provides new market opportunities for these equipment makers. KLA-Tencor (KLAC) is the top process and diagnostic control company in the world and stands to benefit directly from this trend. As the production process becomes more complex, companies are likely to invest more into process diagnostics and control in order to minimize defects and mistakes in the production process.
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