It's not just 'pure deprecation' of older chips that drives demand for new silicon — it's also companies' inability to get more power, says SiFive's @kasanovic. "The chips are literally burning out faster. Because at these finer geometries, wires move and melt. So we're dealing with aging failures like we haven't before." "But on the business side of things — one, it's hard to get new silicon. You see all the shortages. The fabs can only make so much silicon. AI is sucking up all the…