A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore's Law comes to an end.

Highlights

• The transistor—a brief history
• What is a semiconductor? Why are they special? (Hint: atomic-level, laser precision manufacturing)
• HSMC, ASML, Amazon, KLA, Samsung—what the end of Moore's Law might mean for various businesses in the semiconductor value chain
• Potential impacts to global productivity
• Will Rob continue to be underwhelmed by iPhone upgrades?