http://semiengineering.com/the-bumpy-road-to-10nm-finfets/

As a strategic advisor to Globalfoundries, what would you advice?

Anyhow, aren't they already aware that it's coming?

http://www.compoundsemiconductor.net/article/97315-innovation-keeps-silicon-on-top.html

So where does silicon incumbent weight leave the likes of MACOM, EPC, GaN Systems and more? At least for now, waiting for power-hungrier applications to truly take-off.

"The bigger [silicon] companies will keep doing as much as possible to push the adoption of GaN and SiC out into the future," asserts Madakasira.

But, as she adds: "Emerging applications, such as driverless cars and the Internet of Things, will demand even more power efficiency and this will drive the impetus to switch to the more expensive, but more efficient compound semiconductor materials."