This ad about the next way to break through the limitations Moore’s law has sent a bunch of questions my way recently, so I’m revisiting our answer from January and updating the piece we published about this “God Chip” company on January 27. The ad is essentially unchanged but is being circulated anew these days, so I’ve made a few updates to our original story below.
The pitch comes from Jimmy Mengel for his The Crow’s Nest newsletter ($99/yr), which is his “entry level” letter that we see promoted pretty regularly. The hook is that “Moore’s law is dead” — microchips have gotten so small, with the control gates down to 5nm now in wide use even a bit smaller, 3nm or even 1nm in the lab and in specialized situations, that they really can’t shrink much more, at least not if they’re built with silicon. New materials are needed if we’re going to make smaller and smaller transistors, and making smaller and smaller transistors is the way to cram more transistors onto a small chip.
There are plenty of ways to make advancements, of course, we’ve heard tell of special coatings that can speed things up, in the pitches about Atomera, for example, and about several different kinds of materials that might replace silicon… but this time, it’s about carbon nanotubes as a possible replacement.
Here’s some more from Mengel’s ad:
“… silicon-based microprocessors can’t become much faster than they are today.
“It’s the end of an era.
“And it’s why the Defense Department’s research wing initiated a $1.5 billion project. Its goal is to develop microprocessors that overcome silicon’s limitations.
“This project is called the Electronics Resurgence Initiative.
“It’s run by the Defense Advanced Research Project Agency (DARPA).”
Everybody loves to drop DARPA’s name in a teaser pitch, of course, because we’ve all heard stories about how DARPA funding was key to developing technologies as basic as the Internet, GPS, and the graphical user interface (and mouse). We can all dream about getting in early on a technology like that, right?
Of course, they’ve also blown billions on stuff that didn’t ever go anywhere — that’s the nature of basic research, after all.
But moving on…
“One little-known company is at the heart of DARPA’s latest project. It’s figured out a completely new way to manufacture microprocessors.
“Getting in on this company could generate a 950% gain in the next few months…
“That’s 10x your money on a single stock.”
Now that’s what we’re looking for! Bring on the solid gold bathtubs!
More from the spiel…
“Semiconductor companies such as Intel could be facing ruin soon…
“But one little-known company is expected to be the big winner.
“Because it discovered a way to overcome the death of Moore’s law…
“All thanks to what I call ‘God Chip’ technology.”
Why “God Chip?” He doesn’t really say. People try to make all kinds of things seem omnipresent or holy, of course, so we’ve seen pitches about a God Switch and God’s Gold and a God Key and, well, I’m sure there’s more I’m forgetting.
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The potential gains are shown off with plenty of impressive-looking diagrams, here’s what Mengel dangles by way of future profit potential…
“Let’s assume this little-known company captures only Intel’s earnings in the near future…
“That would mean its stock could rise by 950%.
“That’s enough to turn every $10,000 invested into $105,000….
“Of course, this still leaves the business from Intel’s competitors to be absorbed as well…
“And with the global microprocessor market to reach $112.7 billion by 2025, a 950% win is a highly conservative estimate