How mobility is stressing the chip industry

Qualcomm said it was having problems finding enough capacity to manufacture chips designed for mobile phones, something that’s likely to become more common as the physics that govern how we make semiconductors buckles under the demands of our increasingly mobile lives. But this isn’t just about Moore’s Law; this is a story of how the demands for more performance, less power and smaller sizes are all combining to force changes in the chip industry.

The chip industry is well aware that it’s about to hit a wall and everyone from Intel to startups have been working on solutions. That’s why last year Intel made a big deal of its 3-D transistors. This is a new way of making transistors that helps address some of the problems that arise from smaller channel widths — a breakthrough that Intel has been working on for 10 years. The chip industry must adapt to deliver the performance we need in lower power envelopes, and the solutions to that problem range from “rip and replace” options like quantum computing to the efforts described above. All of these will help bridge the demand our mobile devices are placing on chips. In the meantime, the increasing complexity is helping chip manufacturing equipment makers like Applied and startups that are seeking a new way.