News & Analysis
Top 10 shifts in chips, comms
Rick Merritt
12/17/2012 8:32 AM EST
Moore’s Law slows

In the midst of all the changes, old age caught up with Moore’s Law. The new 28-nm node came on too slowly to serve the needs of all the mobile systems clamoring for low power chips.
Looking at the road map, it became clear the industry has no big leaps ahead. Instead it is facing a set of small and increasingly expensive half-steps.
Blame the lack of new lithography. Extreme ultraviolet (EUV) continued to miss schedules, slipping perhaps beyond usefulness even in the 10 nm node.
Industry giants Intel, Samsung and TSMC, stepped up to the plate. They coughed up billions in investments in ASML, helping it acquire Cymer, hoping to create the heft to bust through the problems delivering a light source for EUV. Success is likely but not guaranteed.
Today prototype EUV machines from ASML (above) put out less than 20 wafers an hour. They need to make more than 100 per hour to be commercially useful.
Related stories:
ASML to buy lithography source vendor Cymer
Intel sees quad-patterned path to 10-nm chips
Ten shifts in chips, comms:
Next: The winners: ARM

Looking at the road map, it became clear the industry has no big leaps ahead. Instead it is facing a set of small and increasingly expensive half-steps.
Blame the lack of new lithography. Extreme ultraviolet (EUV) continued to miss schedules, slipping perhaps beyond usefulness even in the 10 nm node.
Industry giants Intel, Samsung and TSMC, stepped up to the plate. They coughed up billions in investments in ASML, helping it acquire Cymer, hoping to create the heft to bust through the problems delivering a light source for EUV. Success is likely but not guaranteed.
Today prototype EUV machines from ASML (above) put out less than 20 wafers an hour. They need to make more than 100 per hour to be commercially useful.
Related stories:
ASML to buy lithography source vendor Cymer
Intel sees quad-patterned path to 10-nm chips
Ten shifts in chips, comms:
- A down year
- The shift to the mobile cloud
- The rise of the mega data center
- Moore’s Law slows
- The winners: ARM
- MIPS on the ropes
- More winners: Apple, Samsung, Qualcomm
- Roads diverge for Wintel
- The Losers: Elpida, Nokia, AMD, Renesas, STM, TI
- The next big thing in networking: SDN
Next: The winners: ARM
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rick.merritt
12/17/2012 11:17 AM EST
What big shifts have you felt this year?
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Kuckoo
12/17/2012 11:34 PM EST
Hate self promotion, but I would like to mention that shifts like ARM a winner in smartphone silicon and mobile cloud becoming a major trend were anticipated in my book "Smartphone" published in December 2011. It also provided details of how Windows world is changing in the post-PC era.
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sranje
12/18/2012 9:45 PM EST
Rick - excellent summary - thank you
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giriscitek
12/18/2012 11:19 PM EST
Micro-Processor design prowess shifting towards ultra-low power design phase.
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