With Ethereum adopting proof of stake, Bitcoin will be left as the only driver for mining hardware. Even they will have to move to proof of stake some day, sinc

With Ethereum adopting proof of stake, Bitcoin will be left as the only driver for mining hardware. Even they will have to move to proof of stake some day, since it's not sustainable. I believe that the bigest drivers for silicon demand will be IoT devices, including automobiles, especialy when they become more affordable in the 3rd world. The pressure from SaaS and cloud is more predictable than the consume market, sonthe semi industry can plan ahead, IoT not so much. Just see how the auto industry was caught by surprise by the increased demand.