Tag: semiconductors
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The memory wall and advanced packaging: the new Moore’s Law is bandwidth, not transistors
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Inside the AI accelerator, the rate-limiting step is no longer logic (FLOPs) but memory bandwidth and the packaging that attaches it. If Moore’s Law was a transistor-density game, the…
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Computing power, now and next: a landscape map — where is the real bottleneck?
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Computing-power debates compress into headline metrics (node nm, “N-times faster,” qubit counts, TB/s), but the step that actually blocks real use sits systematically next to those numbers. The landscape’s…
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Computing’s Single Point of Failure: Why the Semiconductor Supply Chain Is Tied to a Few Places on the Map
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. The ultimate bottleneck for AI and computing is neither chip performance (physics) nor capital (economics), but a geopolitical structure in which advanced logic, EUV lithography, HBM, and upstream materials…
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What died is not Moore’s Law but its economics
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. Computing-power series, Part 3. The 30-second version What. The real bottleneck hidden behind the “node in nm” headline is not physics but economics — density keeps rising, but the decline in cost-per-transistor ($/transistor)…
Uthando Nethemba 