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.
I’m actually not sure where the gap is, in the US, on foundries. It might be more like people with a bachelors and some experience.
We could also maybe use more semiconductor physics PhDs?
EUV, or EUVL, no?
That sort of thing did happen in the past though. Complicated engineering operations scaled up in months and years. Immediate post war era saw massive buildout of university engineering departments, more PhDs minted than ever before.
The fact we have so much latent demand and aren't getting these benefits right now is depressing. Where is our silico-industrial buildout? Why is our federal government cutting unversity research funding, and not expanding it to train more PhDs to run in demand fabs? We are being led by short thinking greedy assholes is why.