ScaryRaccoon: I think people over reacted anyway as 3-5 years doesn't mean revenues won't start flowing when expected early next year.
Ha! Early next year, 3–5 years – here's a totally different view on timescales by two Google engineers who's RE<C project failed. Its target was to produce electricity from renewables cheaper than from coal:
"What’s needed, we concluded, are reliable zero-carbon energy sources so cheap that the operators of power plants and industrial facilities alike have an economic rationale for switching over soon—say, within the next 40 years."
Very worth reading article, I believe, even though it doesn't have to do with semiconductors:
What It Would Really Take to Reverse Climate Change – Today’s renewable energy technologies won’t save us. So what will?
What they are missing, however, is the elephant in the room, especially with its advanced developments: nuclear.