Technology
Why Semiconductor Manufacturing Is So Hard to Replicate
Chip fabrication concentrated in a handful of sites for reasons that money alone does not solve. The bottleneck is accumulated process knowledge.
Author
Technology Correspondent
CoversTechnology
Marcus Ihejirika covers the technology industry as a business story: what it costs to build, who funds it and where the money is actually made. He writes about infrastructure, semiconductors and software economics, and is sceptical of claims that a technology is inevitable.
Technology
Chip fabrication concentrated in a handful of sites for reasons that money alone does not solve. The bottleneck is accumulated process knowledge.
Technology
Compute is the line item everyone watches. Storage, egress and the managed services around them are frequently where the money actually goes.
Technology
Training gets the headlines. For most companies deploying models, the recurring cost that decides viability is inference.