alt Hacker NewsIf you're really compute constrained do you really need EUV machines? You can make do with DUV fabrication nodes, albeit at somewhat higher cost. The trailing edge is where a lot of the mass impactful innovation is, e.g. trying to replicate more advanced EUV nodes with DUV multiple patterning.
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senordevnyc • yesterday at 2:59 AM
There was a good episode on Dwarkesh's podcast about this in the last few weeks, just a deep dive into the semiconductor industry and what the bottlenecks are.
That’s what’s happening. Companies who were planning a move to advanced nodes for non AI chips are delaying it. All the advanced nodes are going to AI or smartphone chips only.