What’s happening in semiconductors
			l Moore’s Law: the number of transistors quadruples every four years l Rock’s Law: the cost of a fab doubles every four years l Result 1: equipment pushed to technological limits, more process instability, more scheduling complexity l Result 2: fewer advanced fabs and fewer fab operators, fabless/foundry partnerships l Result 3: fabless firms do naïve planning, foundry must do real planning and scheduling and do it fast
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