4 sources healthy · latest episode 9 Nov 2026
Speaker

Chris Auth

Guest on Dwarkesh Podcast. 74 claims across 1 episode, Oct 2026.

74claims, each timestamped
0 of 12signals on the brief
6open predictions

Positions over time

Every pair of statements that was compared. Only a verified change counts as a change of mind; rewording, added nuance and different questions do not.

No two statements by this speaker have been compared yet.

Predictions, in their words

As stated, each with its moment. A date appears only where the speaker gave one.

“You can do all sorts of things out there. You can bring in new materials. I mean, just look at the number of materials we used to use in the '90s versus the materials today. It's probably gone up 10X.”

Expects: The number of materials used in semiconductor manufacturing today has probably increased by about 10 times compared with the 1990s. · no date given · not yet resolved

Chris AuthDwarkesh Podcast · 22 Oct 2026
“I think for some of the very tightest pitches, you know, I think it's inevitable that you will replace copper, and so that's a good example of where you will have another material that will come in there.”

Expects: The speaker expects copper to be replaced by another material at the tightest interconnect pitches. · no date given · not yet resolved

Chris AuthDwarkesh Podcast · 22 Oct 2026
“I think we're at its infancy because we've just started to, to look at this. Uh, but it is a limiter, and it will be a limiter, but, you know, again, these are problems that we can go solve.”

Expects: Thermal issues will continue to limit computing, although they can be solved. · no date given · not yet resolved

Chris AuthDwarkesh Podcast · 22 Oct 2026
“And 14A will have that from the get-go. It has very high quality PDKs. Again, there's maturity metrics for what is a PDK .5 versus a .9 versus a 1.0, and we're con- constantly going through and taking customer feedback and incorporating that into the quality of our P- PDK.”

Expects: Intel's 14A process will have high-quality PDKs from the outset. · no date given · not yet resolved

Chris AuthDwarkesh Podcast · 22 Oct 2026
“But I think that DRAM inevitably is gonna go there too. So a lot of people say, "Oh no, we're not gonna do this because, hey, we can't do it in the next five years." Well, come on, let's put a larger timescale on this.”

Expects: The speaker believes DRAM will inevitably adopt 3D structures. · no date given · not yet resolved

Chris AuthDwarkesh Podcast · 22 Oct 2026
“But I think that DRAM inevitably is gonna go there too. So a lot of people say, "Oh no, we're not gonna do this because, hey, we can't do it in the next five years." Well, come on, let's put a larger timescale on this.”

Expects: DRAM will eventually adopt 3D structures. · no date given · not yet resolved

Chris AuthDwarkesh Podcast · 22 Oct 2026

Appearances

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