I wonder how significant it is that there is all this worldwide expansion of chip making factories just as we get to 3nm architectures, I say that because there aren’t very many nm’s left, what happens when we get to zero?
I wonder if the end of chip performance improvements could cause a short term boost in manufacturing investment and sales. Instead of chip investments in products and data centers surely becoming obsolete in a few years, useable lifetimes could be measured in decades if the chip designs and performance are not expected to change. If you can get 30 years out of a data center investment instead of 5, you can spend a lot more money and amortized it for longer.