[kurthr]

Although there is hope that EUV will help control design rules, the current expectation for developing a 10nm design is in the $200M range. It's expected to double at 7nm and again at 5nm. Try amortizing that over anything but an iPhone, Samsung, or PC volumes.

[undersuit]

I'm just arguing that lacking an alternative to silicon transistors, we'll hit limits in die stacking and architecture optimizations that will make < 3nm lucrative for some applications.