Anticipating a More Virtual Moore's Law

Alan Patterson, EETimes
11/2/2016 00:00 AM EDT

TAIPEI — Nicky Lu, executive director of the Taiwan Semiconductor Industry Association, is looking forward to the coming era of a “virtual” Moore’s Law, leading to a resumption of growth and profitability in the chip industry.

“There will be another 30 years of growth for the semiconductor industry,” Lu predicted in an interview with EE Times. “We are going to see ‘effective’ 1nm. Moore’s Law will become a ‘virtual’ Moore’s Law.

The industry needs a boost. From 1995 to 2008, the sector delivered a 7 percent compound annual growth rate (CAGR) and a total return to shareholders nearly three times that of the overall stock market, management consultancy McKinsey notes in a 2015 report. Now, the story is much different.

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