I've worked in different areas of semi for a couple years now. This article is exceptionally accurate, yet simple enough to understand with a minimum of physics, EE, and CE background.

I several times watched a talk by an Intel Fellow (internal Intel lecture) about similar topics, including the future of semiconductors. While I can't repeat what she said, this article is one of the best I've seen, similar to what she talked about, just without the incredible insight of someone working on future node development or the juicy inside details.