I think if you consider the many tens or even hundreds of $B currently invested in Si foundry tooling which could be obsoleted by this transition the word 'disr

I think if you consider the many tens or even hundreds of $B currently invested in Si foundry tooling which could be obsoleted by this transition the word 'disruptive' is appropriate. However, the semiconductor industry seems uniquely well suited to handle this as they seem to coordinate their already highly disruptive process steps across much of the industry. E.g. https://www.bing.com/search?q=Intel%20Samsung%20TSMC%20reach%20agreement%20about%20450mm%20tech&qs=n&form=QBRE&pq=intel%20samsung%20tsmc%20reach%20agreement%20about%20450mm%20tech https://www.bing.com/search?q=Intel%20Samsung%20TSMC%20reach...