Assuming we have a working product that lives up to the hype.
The ceiling on the market value must be the available foundry capacity to make the chips and length of the patents.
My understanding is that patents only last 20 years. So they need to get a move on because their early patents will start expiring before they can ramp up to billions of chips per year.
And of course the Chinese will ignore the patents and start copying them anyway.
Charts, page-74
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