Technology

This is absolutely right. We are getting to the point where the circuit pathway is hundreds or even dozens of electrons wide. The fact that we can even make circuits that small in quantity is fucking amazing. But we are rapidly approaching laws-of-physics type limits in how much smaller we can go.

Plus let's not forget an awful lot of the super high-end production is being gobbled up by AI training farms and GPU clusters. Companies that will buy 10,000 chips at a time are absolutely the preferred customers.

Not to mention that even when some components do shrink, it's not uniform for all components on the chip, so they can't just do 1:1 layout shrinks like in the past, but pretty much need to start the physical design portion all over with a new layout and timings (which then cascade out into many other required changes).

Porting to a new process node (even at the same foundry company) isn't quite as much work as a new project, but it's close.

Same thing applies to changing to a new foundry company, for all of those wondering why chip designers don't just switch some production from TSMC to Samsung or Intel since TSMC's production is sold out. It's almost as much work as just making a new chip, plus performance and efficiency would be very different depending in where the chip was made.

Which itself is a gimmick, they've just made the gates taller, electron leakage would happen otherwise.