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Chronicles

The story behind the story

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As Moore's Law slows down, a look at 2D materials like graphene, which is already being used to create flexible electronics and could replace silicon in chips

Christopher Mims / Wall Street Journal :

Wall Street Journal Christopher Mims

Context & Ripple Effects

The end of easy transistor scaling has been a decade-long story: engineers were already hunting for new approaches as Moore's Law slowed in 2015, and the industry's own roadmap formally abandoned the pursuit of Moore's Law in 2016 as computing went mobile. Chipmakers' first answer was to keep squeezing silicon through EUV lithography.

This piece marks a second answer: swapping the material itself. 2D materials like graphene are already commercial in flexible electronics, and the WSJ's later coverage shows why the question stays open — gallium nitride can be produced in conventional fabs, while graphene's own backers concede immense manufacturing hurdles and costs even after a joint US-China team showed it can act as a semiconductor.

First-order effects

  • Graphene's immediate commercial foothold is flexible electronics, not logic chips — the near-term beneficiaries are device makers wanting bendable or conformal products, while silicon chipmakers are unaffected today.

Second-order effects

  • Gallium nitride emerges as the nearer-term silicon substitute precisely because it drops into conventional fabs, forcing the 2D-material camp to justify a new manufacturing ecosystem rather than just better physics.

Third-order effects

  • If the pattern holds, the post-Moore industry splits into parallel material bets — EUV-extended silicon, fab-compatible compounds like GaN, and long-horizon 2D materials — with manufacturing cost, not lab performance, deciding which replaces silicon first.

The trend: As silicon scaling stalls, the chip industry is diversifying from one roadmap into parallel material-substitution bets, with fab compatibility as the filter that separates near-term winners from lab promises.

Discussion

  • @sandtcasb @sandtcasb on x
    That's right! And @sandtChemistry at @MissouriSandT is doing some great work with 2-D wonder materials known as #MXenes. https://twitter.com/... https://twitter.com/...
  • @pauldaugh Paul Daugherty on x
    Innovations underway in materials science, Moore's Law https://www.wsj.com/...
  • @mims Christopher Mims on x
    I've written something like 350 columns for the Journal in my nearly 7 years here, but this is the one that had me the most excited about the future. The future is WEIRD. And the range of materials we will build it out of is *vast* https://www.wsj.com/...
  • @mims Christopher Mims on x
    From the “We Live in the Future” files 🧪Exotic new materials are being added to silicon microchips to give them superpowers: 📷Infrared cameras in smartphones 🦠Real-time detection of SARS-CoV-2 *in the air* 📱10x improvements in speed, performance https://www.wsj.com/...
  • @deep29jariwala Deep Jariwala on x
    Very informative article in @WSJ by @mims. Thanks for mentioning some of our views. Graphene and Beyond: The Wonder Materials That Could Replace Silicon in Future Tech - WSJ https://www.wsj.com/...
  • @vijay_r_kumar Vijay Kumar on x
    Great article by @mims with great quote from ⁦@deep29jariwala⁩ Move over, silicon: 2-D wonder materials like graphene are gearing up to lead the next innovations in microchips ⁦@PennEngineers⁩ https://www.wsj.com/...
  • @mims Christopher Mims on x
    Crazy thing about graphene and other “2D” (single-atom-thick) materials is they were characterized less than 20 years ago. But they are *already* being incorporated into devices, from optical sensors to smartphones. And it's just the beginning. https://www.wsj.com/...