This paper investigates the architectural and economic feasibility of transitioning from dominant binary CMOS computing to a "Mandated Ternary" paradigm. The proposed system is defined by a physically stable, non-volatile third logic state ("Null" or "Balance") engineered into memristive devices via hysteresis. This third state is not a software convention but a hardware-enforced checkpoint that gates computational actions, providing a novel mechanism for safety, security, and auditability. The central thesis is that this paradigm offers a discontinuous advantage over incremental binary scaling by directly mitigating the most pressing bottlenecks in advanced semiconductor nodes: interconnect delay, the memory wall, and power density. We provide rigorous analysis of device physics, focusing on Tantalum Oxide (TaOx) RRAM as a primary example. Our analysis quantifies a substantial "emulation tax"—over 15x in energy and 5x in latency—incurred when simulating ternary logic on binary hardware, thereby motivating native implementations. We argue that the rise of agentic AI, with its need for verifiable, enforceable hesitation, serves as a critical catalyst for this architectural shift. The paper concludes with a roadmap to 2027 for achieving industry-standard viability. The key innovation is the concept of Hardware-Enforced Hesitation—a physically unbypassable third state that enables auditable safety mechanisms for autonomous systems.
Lev Goukassian (Mon,) studied this question.
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