This confirms me:

".....The areas of new opportunity in 2015 to 2025 include the following:

• Graphene is expected to start being used for interconnect structures in the next 5 to 10 years. While device structures are also expected to continue being fine-tuned, a vital part of any major improvement is the availability of new materials. Key advances in graphene are expected to be made by Samsung and IBM, but Intel is likely also active.

IMO: OK, Graphene may rule somewhen, but this will need time and as a completely new technical approach it will be expensive to adopt. Advantage Poet, if they are quick.

• Photonics will be widely used for high performance processors and the supporting function for both on-chip and chip-to-chip interconnects. The technology is close to maturity in 2015 and will need access to specialty wafer processing equipment as well as better inspection tooling.

IMO: Im not a technician, but laser is bundled photonics, isn´t it? Advantage Poet while integrating optics.

• The adoption of 5G cellular technology will require very high performance multicore processors, which will be a driver for the 10/7nm and smaller process nodes. A key challenge is the need to have adequate bandwidth through the use of many multiple-input multiple-output (MIMO) antennas on smartphones. New materials will also need to be developed in order for these antennas to support the required bandwidth.
  
  Integrated antennas and sensors will become a major opportunity for tooling in the deposition of new materials. The support of vertical structures will be complementary to scaling and, in many cases, will be lower cost than scaling...."

Smaller process nodes? Advantage Poet. Sensors integrated? Advantage Poet. Vertical structures? Im not sure about that, our teckies can tell more about it, but my feeling ist good...

The Holk