The cost per bit cannot and will not go up for memory. I suspect this means no direct write or EUV for memory.

In logic things are a little more complex. Performance/power adds a real subtlety. Also, you didnt mention design costs. I worry that is becoming a dominant factor in much of our industry and is exponentially scaling in the wrong way. This will also slow the technology cadence.

I think logic IC products maybe able to tolerate a slower than 4 year technology cadence if the design costs can be kept in check. The "trump" card of Moore’s law will be gone and designers will be forced to get more creative with a more slowly increasing transistor budget. Function can be increased with a fixed transistor budget but it takes more design work. That design work must be “cheap.”

Thanks again for your insightful blog.
Cyrus