| ▲ | teitoklien 2 hours ago | |
AI didn’t make chip manufacturing more expensive Manufacturers choosing not to scale with demand or not being able to scale with demand Is what constrained the supply. Hopefully will be fixed within a decade , then it’s cool new stuff all the way. | ||
| ▲ | 01100011 an hour ago | parent | next [-] | |
When did chip demand skyrocket? How long does it take to ramp up capacity? | ||
| ▲ | mtrovo 44 minutes ago | parent | prev | next [-] | |
> Manufacturers choosing not to scale with demand or not being able to scale with demand In a vacuum, that would make sense. But looking at how the industry works, the number of defunct companies, and how the whole industry got concentrated on the conservative companies, you start to understand that the reason they still exist is mainly because they don't ride fad waves. It's not like chip manufacturing is a spot instance on AWS that you spin up and down when needed; these are multi-year, multi-billion dollar investments that require long-term demand studies. The AI approach of requesting a whole fab of demand for the next 5 years with a letter from Jason Hwang that says "trust it, bro" does not bring as much confidence as it appears. | ||
| ▲ | imglorp an hour ago | parent | prev [-] | |
Why aren't boring, old process ASICs isolated from this mess? | ||