Dwarkesh Podcast

What will computer chips look like in 2045?

October 22, 2026·1h 9m·6-min readinterviewtechnology
Podzilla Summary (6 min)
TLDR
AI is driving unprecedented demand for semiconductors, pushing Intel and other foundries to their limits. The bottleneck isn't just in manufacturing capacity but in the specialized tools required—especially EUV and high NA EUV machines—and the long timelines needed to bring new process node

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Guest

C

Chris Oth

interview on Dwarkesh Podcast

Mentions

Books, people, and resources mentioned in this episode.

People

Chris OthPushkar ArandeKevin FisherTyler Osborne

Companies

IntelTSMCASML

Products & Tools

EUVhigh NA EUVTEM

Topics

Artificial IntelligenceCloud ComputingCybersecuritySemiconductorsSoftware EngineeringStartupsTech Industry

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