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Politics Reshapes The Entire Supply Chain
- Geopolitical tensions are reshaping the full electronics supply chain, not just chip fabrication.
- Assembly and simpler components are shifting locations, e.g., servers moving from China toward Mexico.
Chip Design Is Democratizing
- More companies are designing their own chips, driven by cloud firms and potential new entrants like automakers.
- Reducing the $100M cost of leading-edge chip design would democratize custom silicon design.
Moore's Law Is Running Out Of Steam
- Moore's Law is slowing, especially the cost-per-transistor decline since ~2015.
- Expect innovation via architectures and packaging instead of pure transistor shrinkage.