The whole semiconductor industry is in trouble right now, though few seem to feel the weight of the issue.
We are looking at just a couple process nodes at best before we reach the end of the road for silicon lithography. Sure, there will be further tweaks on existing techniques which will squeeze out small improvements in power, performance and density.
But long gone are the days when we saw steady improvements in circuit density and simultaneously speed and simultaneously cost.
When this knowledge finally sinks in with the investment community, it will call into question the valuation of the entire computer industry. We're already seeing that in the desktop space. I could replace my 6-year old Intel i7-3770 desktop with 32GB of RAM, but what's out there that's significantly better at a reasonable cost? Well, a used Xeon workstation maybe, but that's about it.
That should be a big red flag to the investment community, but for reasons I don't understand, people don't seem to care yet.