NEW YORK ( TheStreet) -- Since 1982, I have been writing about Moore's Law, the idea that semiconductor chips can get better-and-better, faster-and-faster. ( Intel ( INTC) now maintains the original 1965 Gordon Moore article
5G, due to begin ramping around 2020, delivers improvements over 4G that should be valuable for IoT deployments. That could expand the addressable market of many chipmakers.
After years of bleeding share to Intel, AMD's new Zen architecture gives it a chance to fight back.