the end of Moores law
It's been talked about a lot. Lots of people have predicted it.
It does eventually have to end though. And I think even if this isn't the end, we're close to the end. At the very least, we're close to the point of diminishing returns.
Look at the road to here-- We got to the smallest features the wavelength of light could produce (and people said Moore's Law was dead), so we used funky multilayer masks to make things smaller and Moore lived on. Then we hit the limits of masking and again people said Moore's Law was dead, so ASML created a whole new kind of light with a narrower wavelength (EUV) and Moore lived on.
But there is a very hard limit that we won't work around without a serious rethink of how we build chips- the width of the silicon atom. Today's chips have pathways that are in many cases well under 100 atoms wide. Companies like ASML and TSMC are pulling out all the stops to make things smaller, but we're getting close to the limit of what's possible with the current concepts of chip production (using photolithography to etch transistors onto silicon wafers). Not possible like can we do it, but possible like what the laws of physics will let us do.
That's going to be an interesting change for the industry, it will mean slower growth in processing power. That won't be a problem for the desktop market as most people only use a fraction of their CPU's power. It will mean the end of the 'more efficient chip every year' improvement for cell phones and mobile devices though.
There will be of course customers calling for more bigger better, and I think that will be served by more and bigger. Chiplets will become more common, complete with higher TDP. That'll help squeeze more yield out of an expensive wafer as the discarded parts will contain fewer mm^2. Wouldn't be surprised to see watercooling become more common in high performance workstations, and I expect we'll start to see more interest in centralized watercooling in the server markets. The most efficient setup I've seen so far basically hangs server mainboards on hooks and dunks them in a pool of non-conductive liquid. That might even lead to a rethink of the typical vertical rack setup to something horizontal.
It's gonna be an interesting next few years...
You nailed it. look at their more recent announcements about execs not taking bonuses--- they're giving up bonuses for the coming year. I expect most of them to 'pursue other interests' but they'll keep their bonuses, whatever team gets brought in to right the ship will then get screwed.
Might also be ass covering- with a pre-emptive promise of no bonuses it may be harder to replace them...