Karim Rahemtulla, Head Fundamental Tactician, Monument Traders Alliance Dear Reader, While tech pundits are writing silicon's obituary, they're missing what's actually happening in the semiconductor world. Silicon isn't dying - it's evolving. And the companies building the next layer of that evolution are about to make early investors very wealthy. Nvidia's CEO Jensen Huang dropped a bomb in 2022 when he declared Moore's Law "dead." But here's what most people missed in that statement: he wasn't saying we've hit a wall. He was saying we're entering a completely new game. Silicon has been the backbone of every device you've touched today. But it's hitting hard limits - electron mobility sucks at high frequencies, heat dissipation becomes a nightmare, and power efficiency tanks when you need real performance. The physics just don't work anymore at the smallest nodes. So what's replacing it? Not one material. A stack of specialized materials, each designed to crush silicon where it fails most. The Three-Layer Future That's Already Here Layer 1: Silicon Stays (But Gets Smarter) Silicon isn't going anywhere. The manufacturing infrastructure is too massive, the costs too low, and the reliability too proven. But silicon is getting rebuilt from the inside out - 3D structures, new architectures, hybrid designs. Think of it as silicon's final evolution, not its death. The catch? It can't handle the high-performance stuff anymore. That's where the next two layers come in. Layer 2: Silicon Carbide Takes the Heavy Lifting For high-power applications - EV inverters, charging infrastructure, data center power supplies, solar equipment - Silicon Carbide (SiC) is already winning. It handles voltages up to 10,000V (silicon taps out around 600V), operates at temperatures that would melt silicon chips, and cuts energy loss by 300-400x. The downside? Manufacturing costs are brutal and yields are still problematic. SiC isn't going mass market anytime soon. It's the premium solution for premium applications. Layer 3: The Tsunami Material Nobody's Talking About This is where it gets interesting. There's a third material that's about to create what I can only describe as a semiconductor tsunami: Gallium Nitride (GaN). GaN has electron mobility 10x faster than silicon. It operates efficiently at frequencies where silicon becomes useless. And it does all this in packages so small and light that it's revolutionizing everything from phone chargers to radar systems. Here's what caught my attention: in November 2025, GlobalFoundries licensed GaN technology specifically to accelerate U.S.-made power semiconductors for data centers and automotive. TSMC is all over it. And Nvidia? They're betting big on GaN for their 800V DC architectures in AI factories. When Nvidia moves, smart money follows. | 
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