Art Of Boring

A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end.   Highlights The transistor—a brief history What is a semiconductor? Why are they special? (Hint: atomic-level, laser precision manufacturing) HSMC, ASML, Amazon, KLA, Samsung—what the end of Moore’s Law might mean for various businesses in the semiconductor value chain Potential impacts to global productivity Will Rob continue to be underwhelmed by iPhone upgrades?