Last quarter results from Qualcomm show again the impact of Moore's law breaking down. As detailed below, Qualcomm growth this quarter was limited by the supply of 28 nm wafers. Nvidia has been complaining about similar type of issues in the last few months.
It all is really tied to the bigger issues of increasing cost of developing and producing new process technologies. This fact is reducing the number of leading edge fabs.
Fabless companies to ensure their supply will need to share more of the development costs in order to gain higher priorities.
More information on foundries, fabs, and wafer supply is available at Forecasting Wafer Demand: Technology Migration, Bottlenecks (Link includes a chart of wafer demand by IC product type (i.e. DRAM, NAND, NOR, MPU, PLD, etc))
Ron Maltiel
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