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The law of Moore is the rule of thumb that the number of implants accumulated in semiconductors will grow at a certain pace.
It is quite easy for beginners to invest in, "Semiconductor has become thin, small, high performance, and cheaper." The evolution of this semiconductor is in the background of smartphone, PC, cloud, AI and GPU competition.
However, Moore’s law is not natural law. In recent years, it has been conscious of micro ation costs, heat generation, and physical limits, and it is not possible to continue performance at the same speed as before. Therefore, in investment, it is necessary to see the demand, cycle, capital investment, stock price weaving, not the term "semiconductor grows".
First Con まず
The Law of Moore is a very important basic knowledge in understanding the AI era.
Even if the smartphone has become high performance, the cloud has become huge, the generation AI is moving at a practical level, the evolution and separation of semiconductors.
However, it should be a little accurate first.
Well, it is explained that the performance of semiconductors is doubled for about two years, but the core of the semiconductor chip is an increase in the number of connections that could enter the semiconductor chip. By increasing the number of capac s, computing power, power efficiency, and cost structure are improved, resulting in improved performance.
In other words, it is not too disturbing if you understand this.
Moore’s law is a rule of thumb that has been improving the performance of the computer by the long-term半導体umulation of semiconductors.
Our investments include AI, GPU, data center, cloud, semiconductor manufacturing equipment, and memory demand.
The Law of Moore
In 1965, Gordon Moore, a co-founder of Intel, predicted that the number of parts on semiconductors will be increased at a certain level.
After that, this idea is called the Law of Moore.
For beginners, it is enough to press as follows:
- Increased number of implants in semiconductors
- More calculations in the same area
- Minimize your computer and make it more efficient
- Long-term calculation cost per time is lower
This is not just a technical term.
The evolution of semiconductors has been pushing the whole modern service, such as smartphone, search, video delivery, cloud, AI, automatic driving, robot.
What is ?
It is a small switch to switch the ON/OFF of electricity.
The computer is calculated using this ON/OFF.
The more the hassle, the easier it is to:
| Change | What happens |
|---|---|
| Increased computing capacity | More complex processing |
| Low power consumption | Make the same processing more efficient |
| Smaller size | High performance chips can be put on smartphones and small devices |
| Low cost | Many people can use high-performance devices |
The old computer was the size of the room, the price was very high, and the people were limited.
Now, you can use it for photo editing, video viewing, map, translation, payment, AI chat.
The foundation of this change is to reduce the size of semiconductors and improve the積umulation.
More important in the AI era
生成rate AI requires huge calculations.
AI services such as ChatGPT are only visible on the screen. On the back side, large amounts of GPU, memory, network equipment, storage, power and cooling equipment are running.
Semiconductors are easily bottlenecks.
The following areas are particularly noticeable:
- GPU
- AI Accelerator
- High Performance Memory
- Semiconductor Manufacturing Equipment
- Power and cooling for data centers
- Cloud Platform
The evolution of AI is not just about software.
If there are not enough semiconductors to support calculations, there is a limit to the expansion of AI services. That’s why AI boom makes it easy to fund semiconductor companies and data centers.
Figure: Moore Law and AI Demand
Why investment is important
Semiconductor is a fundamental component of modern society.
The location is quite wide.
- スマホ
- PC
- Automotive
- Home
- Industrial Machinery
- Cloud
- DataCenter
- AI
- Robot
It is not great to say that almost all.
For this reason, semiconductor demand is linked to global economy, corporate capital investment, AI investment, and cloud investment.
When looking at semiconductors by investing, it is not enough to go up because it is a great technology.
How much does a company benefit from? It is necessary to see it separately.
Types of semiconductors
It is easy for beginners to become familiar with semiconductors.
There is also a role in semiconductors.
| Type | Main Applications |
|---|---|
| CPU | General calculation of PCs and servers |
| GPU | AI, image processing,、 calculation |
| Memory | T storage and fast processing of data |
| Sensor | Automotive, Smartphone, and Factory Equipment |
| Power Semiconductor | Power control,産業, industrial equipment |
| Semiconductor Manufacturing Equipment | High performance chip making equipment |
Although GPU and high-performance memory stand out by AI boom, power semiconductors and。 are important for automobiles.
In the same semiconductor, the wave of demand, profit margin, and competition environment are different.
Points to Know for Investment Beginners
1. Semiconductors are easy to see
Semiconductors look like a growth industry in the long term.
However, it is quite a bit of a short time.
When demand is strong, companies will increase capital investment, and the performance of semiconductor manufacturers and manufacturing equipment manufacturers will increase.
However, if the demand is not read, the inventory increases. The production of smartphones, PCs, servers and cars becomes dull. There is a possibility that performance and stock price will be increased at once.
Semiconductors are a growing theme, but they are also economically sensitive.
This is quite important.
2. AI boom makes it easy to run ahead
AI-related companies are easy to buy as a strong theme.
GPUs, AI servers, high-performance memory and data centers are the areas where investors are interested.
However, as the popular theme, the stock price is ahead.
Even if the business performance is growing, if the stock price is already high, it may be lower even if the financial results are good.
As a beginner, I want to check the following instead of "I buy it because it is AI".
| ation | See Points |
|---|---|
| Impact on Sales | How many AI demands actually exist |
| Profit | Is it more profitable than sales? |
| 競争力 | Is there a technology or customer base that is difficult to replace? |
| Stock Price | Is the expectation too much? |
| Cycle | Is there a risk of stock adjustment and capital investment reduction? |
3. The law of Moore is not e
Moore’s law is a rule of thumb that has been developed for a long time by engineers and corporate efforts.
However, the limits are also conscious in recent years.
- Increased micro ation costs
- Heat generation problem
- Increased power consumption
- Increased difficulty in manufacturing equipment and materials
- 物理的な制約
In other words, it is difficult to say that "If it is small, it will be cheaper and faster naturally".
Instead, it is important to have different ideas such as advanced package, chiplet, dedicated AI semiconductor, software optimization, and overall data center design.
If you are investing, it is not just finer, but it is a competition that includes peri al technology.
The concept for beginners
It is not easy to choose individual semiconductor companies.
For each company, there are different standing positions such as manufacturing, design, manufacturing equipment, materials, memory, foundry, and parts for the cloud.
It is easy to understand the following order.
- See industry-wide value movement with semiconductor ETF
- See the difference between AI-related ETFs and technology ETFs
- Make sure what individual companies are selling
- See how the stock price is woven
- Theme investments are part of assets
Semiconductor is an attractive theme.
However, the value movement is large. If a beginner sends the majority of assets to a single theme, it will be difficult to continue on the downside.
First of all, based on index investment, semiconductor and AI learn as a satellite. It should be easier to get in touch for a long time.
Moore’s Law is a rule of thumb that has been improving the evolution of computers, with the long-term integration of semiconductors.
For beginners, it is enough to understand that semiconductors have become smaller and more efficient, and the way AI and cloud grow.
However, semiconductors are a long-term growth theme, but there are areas where it is easy to spot, stock, and capital investment.
As a foundation for understanding AI, GPU, data center, and cloud, we want to keep Moore’s law down, and don’t forget the following:
Technology evolution and stock rise are not the same
- There are types and cycles for semiconductors
- See which companies benefit AI demand
- Expectations are easy to be woven as a popular theme
- Theme investments are part of assets
The law of Moore is the entrance to think about semiconductor investment.
The entrance is strong. However, investment decisions are important.
Reference
- Intel, Moore’s Law
- Semiconductor Industry Association, Resources
- NVIDIA, Data Center
- Date: 2026-05-26