Moore’s Law, which for decades set the pace in the semiconductor industry, is still alive but slowing, AMD CEO Dr. Lisa Su told Barron’s. The company is already developing 3nm chips and is even looking at 2nm technology.
“I think Moore’s Law has been delayed. We will have to act differently to maintain the increase in speed and energy efficiency,” commented Lisa Su in an interview.
The empirical principle formulated in the last century by one of the founders of Intel, Gordon Moore, in its more modern version reflects the ability of the semiconductor industry to double the density of transistors in chips approximately every two years.
In practical terms, this means that the performance of semiconductor components increases, power consumption decreases and their production becomes cheaper.
The Moore’s Law slowdown that Lisa Su talks about is due in part to the rising prices of silicon wafers with each new stage of lithography. The cost of chips is decreasing less and less with each new generation, performance is not growing as fast, and power consumption is decreasing to a lesser extent.
That doesn’t discourage AMD from moving forward. “We’re doing a lot in the 3-nanometer area, and we’re looking beyond that to 2-nanometers,” says Lisa Su.
To overcome the obstacles that come in the way of Moore’s law, the company uses chiplet design, three-dimensional layout and software optimization. There are also some other innovations, the nature of which the head of AMD has not yet spoken about.
Returning to the topic of the quarterly financial report, in which AMD posted a loss for the first time since 2017, Lisa Su explained that in the long term, demand for high-performance computing will return, and the existing difficulties in selling products in the server segment are temporary. This year, the improvement will come in the second half of the year, AMD’s CEO believes.
In the graphics segment, Lisa Su is satisfied with the positioning of the RDNA 3 architecture. The company considers its presence in the segment of game consoles, discrete graphics cards and hybrid processors with integrated graphics to be an important advantage.