[KirinDave]

Has it though? We've been seeing meteoric improvements in low power applications and in specialized processing packages like GPUs, TPUs and SBUs.

That desktop CPU performance has slowed down is more a sign to me of fundamental challenges with the architecture (e.g., gains at the cost of isolation as in Specter and Meltdown), not process challenges.

So I think maybe this is story for folks who have interest in AMD vs. Intel, which is reasonable, but it's not particularly exciting except from a vendor diversity standpoint.