Isn't the current economic scenario unsolvable from the supply side in a 20 year time span? Like is ASML going to magically start mass manufacturing EUL machines, the universities magically gonna spit out 10K more PhD grade level people to work new foundries, and some country magically going to make all the infrastructure investments to build entire cities of compute manufacturing?
Maybe I am wrong but the supply side of this equation seems completely hosed from a fundamental perspective.
Maybe I am wrong but the supply side of this equation seems completely hosed from a fundamental perspective.