BRCM CEO in times (yesterday)
“Moore’s Law is going through an interesting phase,” said McGregor. “We (fabless community) use to have improvement in cost per transistor at every node, and at 28 nm it’s coming down, but in 20 or 14 nm it may even come up and that may be a shock for everyone."
Why do you think TSMC and Samsung are trying to match Intel's EUV investment?
Foundry wafr price are going up exponentially - the days of cheap 45nm ARM silicon are a blast from the past - analyst problem is there are completely decoupled from what I call manufacturing reality