Where is the evolution of commodity cpu and memory chips going to take its customers? I think the answer is cheap and unreliable products (just like many household appliances are priced low and have a short expected lifetime).
We have had the manufacturer-customer win-win phase of Moore’s law and I think we are now entering the win-loose phase.
The reason chip manufacturers, such as Intel, invest so heavily on continually shrinking dies is the same reason all companies invest, they expect to get a good return on their investment. The cost of processing the wafer from which individual chips are cut is more or less constant, reducing the size of a chip enables more to fitted on the same wafer, giving more product to sell for more or less the same wafer processing cost.
The fact that dies with smaller feature sizes have reduce power consumption and can run at faster clock speeds (up until around 10 years ago) is a secondary benefit to manufacturers (it created a reason for customers to replace what they already owned with a newer product); chip manufacturers would still have gone down the die shrink path if these secondary benefits had not existed, but perhaps at a slower rate. Customers saw, or were marketed, this strinkage story as one of product improvement for their benefit rather than as one of unit cost reduction for Intel’s benefit (Intel is the end-customer facing company that pumped billions into marketing).
Until recently both manufacturer and customer have benefited from die shrinks through faster cpus/lower power consumption and lower unit cost.
A problem that was rarely encountered outside of science fiction a few decades ago is now regularly encountered by all owners of modern computers, cosmic rays (plus more local source of ‘rays’) altering the behavior of running programs (4 GB of RAM is likely to experience a single bit-flip once every 33 hours of operation). As die shrink continues this problem will get worse. Another problem with ever smaller transistors is their decreasing mean time to failure (very technical details); we have seen expected chip lifetimes drop from 10 years to 7 and now less and decreasing.
Decreasing chip lifetimes is actually good for the manufacturer, it creates a reason for customers to buy a new product. Buying a new computer every 2-3 years has been accepted practice for many years (because the new ones were much better). Are we, the customer, in danger of being led to continue with this ‘accepted practice’ (because computers reliability is poor)?
Surely it is to the customer’s advantage to not buy devices that contain chips with even smaller features? Is it only the manufacturer that will obtain a worthwhile benefit from future die shrinks?