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Saturday, October 31, 2015
Watch Out Intel, Here Comes Facebook - Barron's
Big Web operators like Facebook and Google are demanding radically different chip designs. One big beneficiary in the development of a “cloud chip” could be Micron Technology.
For 50 years, the computer-chip industry has ridden a road of economic miracles, but now it’s reaching an end, and a potential crisis is unfolding for some of the industry’s biggest names.
The phenomenon known as Moore’s Law, which held that the number of transistors on a chip doubled every two years while the cost fell by half, led to vibrant markets such as the personal computer, with ever-rising performance and falling prices. But Moore’s Law is now breaking down, and the physics of chips is becoming treacherous....