“I've never seen any technology advance faster than this. Artificial intelligence compute coming online appears to be increasing by a factor of ten every six months. Obviously, that can’t continue at such a high rate forever but…I've never seen anything like it…the chip rush is bigger than any gold rush that has ever existed.”
Dr. Ranade, in light of your observations, it seems that the foundry model is the only viable model for Samsung and Intel. Having said that, can you foresee some of the large system integrators basically pushing for customized silicon technology for their own needs? Finally, given that advanced logic chips are only a small percentage of the total number of chips available used in these systems, will the advanced foundries be able to capture enough value to sustain the increase in development and manufacturing costs?
This is an exceptional business history of computing architecture supported by incisive technical analysis that does not bore. Thank you
Dr. Ranade, in light of your observations, it seems that the foundry model is the only viable model for Samsung and Intel. Having said that, can you foresee some of the large system integrators basically pushing for customized silicon technology for their own needs? Finally, given that advanced logic chips are only a small percentage of the total number of chips available used in these systems, will the advanced foundries be able to capture enough value to sustain the increase in development and manufacturing costs?