Moore's Law

New York Times  May 4  Comment 
An association of chip makers is signaling that the principle that has guided improvements in chip technology for decades may soon have run its course.
New York Times  May 4  Comment 
Unsure how long chip memory can reliably be doubled, an engineering group plans to create a new forecasting system for semiconductor innovation.
Motley Fool  Mar 30  Comment 
Should investors be worried about Intel’s expansion of its classic upgrade cycle?
Forbes  Feb 24  Comment 
The end of Moore’s Law doesn’t mean the end of progress. What we will see though is a shift in emphasis from the microchip to the system as a whole.
Motley Fool  Jul 25  Comment 
Can Moore’s Law still hold after four decades of tech advances?
Wall Street Journal  Jul 17  Comment 
The prediction that chip makers would squeeze roughly twice as many transistors into the same area of silicon every year has been revised again.
Financial Times  Jul 16  Comment 
Chipmaker warns the rhythm underpinning tech industry advances has slowed


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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