Moore’s law has been unsustainable for 20 years, I remember Pentium 4’s with 4ghz. But that hasn’t seemed to matter in terms of real day to day performance improvements. This article makes some great points about the scaling cost and reduced market opportunity for there to be more than 2 or 3 makers in the market, but that’s a trend we’ve seen in every market in the world, to be honest I’m surprised it took this long to get there.

As interesting as this breakdown of the current state of things is, it doesn’t tell us much we didn’t know or predict much about the future, and that’s the thing I most wanted to hear from an expert article on the subject, even if we can take it with a large pinch of salt.