It was stated by Victor Peng decisively that Moore’s Law has run out of gas.
The Chief Executive Officer of Xilinx was on stage with the Micron & Arm’s CEOs, at an event which was hosted on the campus of Micron in Milpitas, California. The event was chaired by Goldman Sachs’ Tammy Kiely; grandly titled as the Renaissance of Silicon.
He added that if there’s a renaissance, it is born of burning necessity.
Peng, a lively figure – quick responses, all drumming fingers, and ironic grimaces, was speaking about, of course, co-founder of Intel, Gordon Moore’s statement that there’s twice increase in the number of transistors on a microchip every two years, while costs halve.
With it becoming progressively slower & more and more capital intensive to squeeze added transistors onto a piece of silicon, Peng isn’t the only one who thinks that silicon’s Golden Age is, if not over, then the market of semiconductor is facing the crucial need for useful mutation.
Addressing at a small gathering of analysts & investors at the event which was run by the Churchill Club (which is a ‘thought leadership’ forum for the Silicon Valley community), Peng, in spite of a marked semiconductor market slowdown caused because of a series of macroeconomic & geopolitical factors – was highly positive about the outlook.
He stated that He thinks a renaissance is going to be driven by the fact that there’ll be novel architectures; and by that he refers to the technology as a whole; at the technology level in integration, device, transistor, packaging, advanced packaging, micro-architecture & instruction set architecture & even architecture at the scale of whole data centers. Many people much smarter than I am stated that the entire data center is a computer. There is going to be computing in the storage, in the CPU, memory in flight in the network adapter, even in a switch.
Hence why there will be going to be a renaissance.