OCP charts show datacenter wafer starts crossing over mobile and PC around 2026
BenBajarin · x · 2026-10-13
At OCP, Ben Bajarin shared charts showing leading-edge foundry-logic and DRAM wafer starts for datacenter crossing over mobile and PC around 2026, then climbing toward 2030 while mobile declines. His takeaway: it's a data center compute world, the silicon-to-systems era raises more engineering questions than answers, and the angstrom era is coming.
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