… The uncertainty. For decades, semiconductor engineers have come to broad agreement about which technologies represented the best and most reliable scaling opportunities for future manufacturing. …
… Silicon customers rarely look to scale back plans they made years ago. All this will lead to an interesting second half of 2022. AMD, Intel, and Nvidia are looking to launch their next-generation products in an uncertain environment. …
… Even after Intel launched 10nm, it has remained cautious about predicting the future of the node. …
… We expect Nvidia to unveil plans for how it will deal with regulatory concerns and make certain ARM's existing customers retain uninterrupted access to IP and do not fear being blocked out of future access to processor designs. …
… Some gamers may be waiting for true second-generation hardware, or for a sign that VR is going to be central to gaming's future. …
… Read: Smartphones are the PCs of the future . …
… Difficulty filling orders has incentivized companies to overestimate expected sales as a means of ensuring they have enough silicon for the foreseeable future. …
… That still leaves room a Tesla Terafactory in the future. …