| Fair - I guess these will be relegated to 'Evil Lair Under Ground Bunker'(TM) types - like Zucks Hawaii compound's internal datacenter on-prem. EDIT: the 10-year is just a random number. And while these chips will obviously eventually be obsoleted as far as their cutting-edge - that doesnt remove the usefulness of such a chip for as long it can logic electrons. So even by any future standard - as few of these thrown in more a consumer space will be adding of value for a long time, one would think. I'd be really interested in knowing about fab re-tooling. I recall one night at Intel in 1997 or so - I stepped onto the balcony to have a smoke at about 1am. There was another guy there who was in finance and we had a similar smoke schedule - and we would chat. He was lamenting about the difficulty in his work was to re-work a lot of DB schemas because some of the numbers he had to entire as far as finances, were too large for the fields. I never forgot that - or a common trope that was thrown around intel at the time - I was in my early 20s and was focused on video games when at Intel - so I didnt get to follow along with this: "Its cheaper to just build a new fab than to retool one for the next iteration of processor" -- so I wonder just how much ancillary waste happens these days with each new chip iteration/evolution. Meaning - all the amounts of resources that went into the fab to make such a chip - and where these wind up in their lifecycle. The newest machines to make the ultra EUV chips are ~$380 million a piece (which is nothing these days on a scale - but on a unit basis, thats a Fton. https://www.cnbc.com/2022/03/23/inside-asml-the-company-adva... https://i.imgur.com/say0bnv.png |
