Moore's Law Is Dead, Long Live Atomera

Jun. 27, 2019 11:55 AM ETAtomera Incorporated (ATOM)MU, NXP, QCOM, SSNNF, STM, TSM, TXN, INTC77 Comments
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Vision and Value
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Summary

  • Moore's Law wanes.
  • Turnkey solutions are needed for improvements in semiconductor performance.
  • Atomera's MST provides an optimal solution for manufacturers without switching nodes.
  • Atomera could be considered a hedge to semiconductor industry lulls and has great potential as a stand-alone investment.

Dead are all the Gods: now do we desire the overman to live. - Friedrich Nietzsche

Preface: Is Moore's Law a Religion?

In The Gay Science, Friedrich Nietzsche attempted to explain the loss of objective morality associated with specific religion - namely Christianity. Still extremely controversial, Nietzsche's philosophy, which could be categorized as "atheistic existentialism," stands in sharp contrast to "Christian existentialism," a philosophy popularized by Søren Kierkegaard.

Well, what's wrong with the loss of objective morality? Who cares if society's modus operandi is subjective morality? C.S. Lewis attempts an explanation, saying that:

In a sort of ghastly simplicity we remove the organ [chest, or heart, referring to morality] and demand the function. We make men without chests and expect of them virtue and enterprise. We laugh at honour and are shocked to find traitors in our midst. We castrate and bid the geldings be fruitful. - C.S. Lewis, The Abolition of Man

The obvious issue examined by Lewis is that a decadent society will eventually collapse, and in an odd way, the semiconductor industry is in a similar predicament.

Moore's Law, which is an observation made by Intel (INTC) co-founder Gordon Moore where the number of transistors on a chip doubles every year while the costs are halved, seems dead.

Atomera Incorporated

Fortunately, for consumers and electronics lovers, my silly analogy between western culture and the semiconductor industry quickly disintegrates at Moore's Law's death, because there are possible solutions to try to eke out a few more years of semiconductor performance improvement, one of which is Atomera's (NASDAQ:ATOM) Mears Silicon Technology. In this article, I will discuss the immense value proposition for Mears Silicon Technology, and possible catalysts for the stock.

Atomera Incorporated is a semiconductor materials and intellectual property licensing company actively working to deploy its proprietary technology, Mears

This article was written by

Vision and Value profile picture
1.51K Followers
Investor and small business owner, mechanical engineer

Disclosure: I am/we are long ATOM, MU. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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