Taiwan, China, and the never-ending semiconductor revolution
Great article, and very elegant description of the surface of a chip. Re: Moore's law, IBM & Samsung towards the end of last year unveiled a design which stacks the transistors vertically (https://www.siliconrepublic.com/machines/vtfet-ibm-samsung-chip-semiconductor), and so opens up new possibilities. The BCG report you link to suggests that a more feasible outcome from existing levels of investment (after so many years of relying on Taiwan) is re-establishing capacity for "essential" use cases ("demand for the advanced logic chips used in national security systems, aerospace, and critical infrastructure".) Beyond that, it does sound that enormous investment will be required.
Excellent article, except for the inaccurate reference to Samsung as a Japanese firm when it is a South Korean one.