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← Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer.

17 connected korrents · 15 moments from 22 Nov 2021 to 5 Oct 2026.

Everything filed under semiconductors semiconductors Everything filed under China China Everything filed under data centers data centers Everything filed under Japan Japan Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer. Chips are getting more expensive mainlybecause they take more process steps, notbecause the tools got dearer. Last stated 5 years ago 22 Nov 2021 DO Doug O'Laughlin — holds since 2021-11-22 — tap for who they are Same subject: The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure. — tap to centre the map on it The chip industry split into fablessdesigners and a handful of foundriesbecause fabs got too expensive toown, not because anyone chose thatstructure. Last stated 2 years ago 3 May 2024 BP Brian Potter — holds since 2024-05-03 — tap for who they are Same subject: Semiconductor manufacturing is a more technologically challenging endeavor than rocket science. — tap to centre the map on it Semiconductor manufacturing is amore technologically challengingendeavor than rocket science. Last stated 3 years ago 18 Jul 2023 DW Dan Wang — holds since 2023-07-18 — tap for who they are Same subject: The same law that made chips cheaper made the factories that produce them enormously more expensive. — tap to centre the map on it The same law that made chips cheapermade the factories that produce themenormously more expensive. Last stated 2 years ago 3 May 2024 BP Brian Potter — holds since 2024-05-03 — tap for who they are Same subject: Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. — tap to centre the map on it Chips made on older process nodeshave to get more expensive, becausea new fab cannot make money sellingat prices a fully depreciated fabset. Last stated a year ago 4 Sept 2025 DO Doug O'Laughlin — holds since 2021-11-22 — tap for who they are DO Doug O'Laughlin — no longer holds since 2025-09-04 — tap for who they are Same subject: Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. — tap to centre the map on it Hundreds of billions of dollars ofAI value rest on about a billiondollars of lithography tooling thatcannot be scaled quickly. Last stated 7 months ago 13 Mar 2026 DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build. — tap to centre the map on it The reason we cannot simply makemore memory is that there is nowhereto put the tools, and a fab takestwo years to build. Last stated 7 months ago 13 Mar 2026 DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: Chipmakers are consolidating into a few strategically important firms, so a fab is now a geopolitical asset rather than an industrial one. — tap to centre the map on it Chipmakers are consolidating into afew strategically important firms,so a fab is now a geopolitical assetrather than an industrial one. Last stated 5 years ago 22 Nov 2021 DO Doug O'Laughlin — holds since 2021-11-22 — tap for who they are Same subject: The business is not building a great chip; it is accelerating an algorithm domain. — tap to centre the map on it The business is not building a greatchip; it is accelerating analgorithm domain. Last stated 3 months ago 26 Jul 2026 JH Jensen Huang — holds since 2026-07-26 — tap for who they are Same subject: A data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it A data centre earns its county farmore tax revenue per gallon of waterthan a golf course does. Last stated a year ago 11 Oct 2025 AM Andy Masley — holds since 2025-10-11 — tap for who they are Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar andbatteries alone needs an array sooversized that the design is notworth building. Last stated 3 years ago 18 Apr 2024 AV Austin Vernon — holds since 2024-04-18 — tap for who they are Same subject: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it A data centre should be split intoindependent power blocks feddirectly at 1500 volts DC, ratherthan run through one centraldistribution system. Last stated 3 years ago 18 Apr 2024 AV Austin Vernon — holds since 2024-04-18 — tap for who they are Same subject: A country is primarily for its native people — tap to centre the map on it A country is primarily for itsnative people Last stated a year ago 15 Sept 2025 DH David Heinemeier Hansson — holds since 2025-09-15 — tap for who they are Same subject: American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. — tap to centre the map on it American shipyards are unproductiverather than expensive: their workersare paid about what Korean andJapanese shipyard workers are paid. Last stated 3 years ago 3 Jan 2024 AV Austin Vernon — holds since 2024-01-03 — tap for who they are Same subject: Chinese pop culture will not experience an absolute flowering like 90s Japan because CCP censorship makes it boring — tap to centre the map on it Chinese pop culture will notexperience an absolute floweringlike 90s Japan because CCPcensorship makes it boring Last stated 2 weeks ago 5 Oct 2026 NS Noah Smith — holds since 2026-10-05 — tap for who they are Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moonbefore America returns would be adefeat for the free world. Last stated 2 months ago 18 Aug 2026 CH Casey Handmer — holds since 2025-10-31 — tap for who they are EB Eric Berger — holds since 2026-08-18 — tap for who they are Same subject: A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for. — tap to centre the map on it A continental army's first missionis to keep the regime in power, notto defend the border — which is whatthe People's Liberation Army is for. Last stated 4 months ago 9 Jun 2026 SP Sarah Paine — holds since 2026-06-09 — tap for who they are Same subject: A country cannot fund its own industrial strategy and call the same policy cheating when China does it. — tap to centre the map on it A country cannot fund its ownindustrial strategy and call thesame policy cheating when China doesit. Last stated a year ago 15 May 2025 HR Hannah Ritchie — holds since 2025-05-15 — tap for who they are
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At the centre Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer. Last stated 22 Nov 2021 · 5 years ago Holds Doug O'Laughlin Read this korrent →