It looks like compute price/performance will be flat or will decline for the next five years. NVidia says to expect 10% price increases each year. DRAM prices have doubled and Samsung says not to expect price cuts. Micron just exited the retail RAM business.
Somebody may make a breakthrough that gets improvement going again, but there's nothing in the fab technology pipeline that looks to pay off big within five years. If there was, it would have to be in prototype now, because the lead times are that long.
So, now what? More emphasis on optimization? Rejection of bloatware?
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