"Cook's Law" supersedes "Moore's Law"-its impact on Apple, Samsung, TSMC & Intel
Apple drives the semi industry harder than Wintel ever did: Is winning Apple's chip business a pyrrhic victory? Is 14nm done before it starts? Too short to be profitable?
Chips marching to an Apple cadence...
In the "old days" when Wintel ruled the roost and drove the semi industry, it was driving spending cycles based on new versions of Windows that stimulated unit volume of PCs and thus chips.
New versions of Windows did not specifically demand nor require new technology nodes of Intel processors which were released at the standard "Moore's Law " cadence. Windows releases and Intel technology nodes were not interdependent and were relatively loosely linked. It was a "nice to have" if new processors came out at the same time as a new version of Windows but it wasn't a "must have"
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