Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Nov 21 9:30 AM EST

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To: XBrit who wrote (19170)	5/31/2006 1:13:43 AM
From: etchmeister	Read Replies (2) of 25522

The physics challenges have now hit the "exponentially more difficult" part of the slope. As a result, Moore's law is now broken. In other words, the % advance per year in (chip performance contributed by fabrication) will continuously decrease from here forward. Actually, the technology is moving a little faster than Moore's Law. A few years ago, NAND got produced on trailing-edge manufacturing lines. Now manufacturers are putting it on their cutting-edge processes. The shift has thus accelerated product development. Currently, NAND chips double in memory density every year. The cutting-edge 4-gigabit chips of 2005, for example, will soon be dethroned by 8-gigabit chips. (Memory chips are measured in gigabits, or Gb, but consumer electronics manufacturers talk about how many gigabytes, or GB, are in their products. Eight gigabits make a gigabyte, so one 8Gb chip is the equivalent of 1GB.) news.com.com

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