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← Every new process node makes a fab about 30 per cent more expensive to build than the one before it.

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8 connected korrents · 7 moments on record from 29 Jun 2023 to 1 Jul 2026.

Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Every new process nodemakes a fab about 30 percent more expensive to… BP Brian Potter — holds since 2024-05-03 A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. A government taking astake in its chipmaker… LT Lip-Bu Tan — holds since 2026-06-18 A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. A homebuilt acceleratorforces you to be your… JH Jensen Huang — holds since 2026-04-15 A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. A semiconductor fabcosts what it costs… BP Brian Potter — holds since 2024-05-03 A semiconductor fab is mostly its tools; the building around them is the cheap part. A semiconductor fab ismostly its tools; the… BP Brian Potter — holds since 2024-05-03 AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. AMD's hardware is inmany ways better than… DP Dylan Patel — holds since 2025-02-03 An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. An outside expert'sunderstanding of… KB Kent Beck — holds since 2026-07-01 Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. Anyone who cannot writea full software stack… GH George Hotz — holds since 2023-06-29 ASML has never raised the price of a tool by more than it raised the tool's capability, which makes it the most generous monopoly in the industry. ASML has never raisedthe price of a tool by… DP Dylan Patel — holds since 2026-03-13
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