Interesting take from ASML's leadership on where the semiconductor industry is headed. As AI computing demands keep climbing, the focus is shifting toward two critical improvements: ramping up transistor density and squeezing better energy efficiency out of next-gen chips.

Why does this matter? Higher transistor density means more computing power packed into smaller spaces—crucial for everything from data centers running blockchain nodes to mining operations looking to optimize their hardware setups. Better energy efficiency? That's the real game-changer. Power consumption has become a massive bottleneck for large-scale crypto infrastructure, so any breakthrough in chip-level efficiency directly impacts the economics of decentralized networks and mining profitability.