Totally agree with this.
The current AI wave is creating a lot of financial incentive to find ways to speed this up though. Interested to see if there ends up being a way around the TSMC / ASML bottleneck.
The current AI wave is creating a lot of financial incentive to find ways to speed this up though. Interested to see if there ends up being a way around the TSMC / ASML bottleneck.
Beyond all the existing scaling up started based on pandemic shortages, that's the only thing I've heard of that has a chance of making a dent within 5-10 years. Of course, all that already started scaling up might already be more than enough if you're not a true believer.