I agree that fab commoditization is on the horizon, and I'm inclined to go a little further than you on the effect: I think we're going to see (in maybe 20 year

I agree that fab commoditization is on the horizon, and I'm inclined to go a little further than you on the effect: I think we're going to see (in maybe 20 years) an ASIC design golden age where custom and semi-custom designs become the norm in performance-sensitive applications, and demand drives up the scale and down the costs of tooling, expertise, and deployment.