With Ethereum adopting proof of stake, Bitcoin will be left as the only driver for mining hardware. Even they will have to move to proof of stake some day, since it's not sustainable.
I believe that the bigest drivers for silicon demand will be IoT devices, including automobiles, especialy when they become more affordable in the 3rd world.
The pressure from SaaS and cloud is more predictable than the consume market, sonthe semi industry can plan ahead, IoT not so much. Just see how the auto industry was caught by surprise by the increased demand.
There is about zero chance of bitcoin moving to proof of stake. Something so fundamental about its SHA256(SHA256())) PoW structure just isn't going to get changed, unless there's a vulnerability in SHA256.
Cryto may end up being a huge downturn in demand if it ever gets legislated against (not that unlikely if it's share of energy usage continues to grow significantly)
And the continued move within the enterprise towards using cloud computing and SaaS products.
No matter which way you look there is an increasing demand for silicon.