What will computer chips look like in 2045?
What I learned from touring Intel’s most advanced fab and talking to its leadership.
The AI demand shock has created unprecedented pressure on the semiconductor industry. Gary Dickerson notes that AI has driven computing demand up by 40-50% above maximum capacity, an unprecedented level seen before. Foundries like Intel must manufacture far more leading-edge compute chips to sustain AI progress, both by producing larger quantities and improving chip capabilities.
However, the production of these chips is limited by tools purchased from suppliers, most notably ASML's EUV machines. Without sufficient equipment, Intel cannot manufacture the leading-edge chips needed for AI development.
Written by urgent.news from Dwarkesh Patel's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
