This makes sense, just my concern is the 1.25 trend in transistor density is itself driven by exponentially increasing investment into semiconductor research. Going forward, most of that will be via spending on AI chips. So if AI chip spending stops growing, so does R&D spending on increasing transistor density.
I could see an argument though that mobile phones etc. would be able to fund enough investment to keep transistor research growing.
This makes sense, just my concern is the 1.25 trend in transistor density is itself driven by exponentially increasing investment into semiconductor research. Going forward, most of that will be via spending on AI chips. So if AI chip spending stops growing, so does R&D spending on increasing transistor density.
I could see an argument though that mobile phones etc. would be able to fund enough investment to keep transistor research growing.