"The increasing computing power brought to market each year must be consumed entirely by end users."

"The tremendous performance gains achieved at the component level have led to a reduction in the quality and efficiency of digital solutions."

https://gauthierroussilhe.com/en/articles/how-to-use-computing-power-faster by @gauthier

#growth #energy #chips #semiConductors #genAI #Nvidia #ASML #Taiwan #Moore #TROW #TSMC