No paywall on this one, a good read.
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Great Debate. Hi everyone. The big discussion recently among chip analysts is whether Moore’s Law has become obsolete. The general rule—Gordon E. Moore, the co-founder of Intel said, “the number of transistors incorporated in a chip will approximately double every 24 months”—has guided the industry for decades
Some prominent chip leaders, including Jensen Huang, the CEO of Nvidia NVDA –1.45% (ticker: NVDA), have emphatically said that the era of Moore’s Law is over. Nvidia is now focused on using software algorithms and artificial intelligence to improve performance, he says.
Other senior chip leaders disagree with Huang’s assessment, though. This week, I spoke to Lisa Su, the CEO of Advanced Micro Devices AMD –9.22% (AMD), to get her thoughts on Moore’s Law and China’s economy. We also talked about AMD’s growing business in making chips for servers.
While acknowledging the mixed economic conditions for the first half of 2023, Su is optimistic AMD will grow its cloud and enterprise business later this year thanks to the company’s technology leadership in chips for servers.