alt Hacker NewsSo if we assume this is the future, the useful life of many semiconductors will fall substantially. What part of the semiconductor supply chain would have pricing power in a world of producing many more different designs?
Perhaps mask manufacturers?
So if we assume this is the future, the useful life of many semiconductors will fall substantially. What part of the semiconductor supply chain would have pricing power in a world of producing many more different designs?
Perhaps mask manufacturers?
It might be not that bad. “Good enough” open-weight models are almost there, the focus may shift to agentic workflows and effective prompting. The lifecycle of a model chip will be comparable to smartphones, getting longer and longer, with orchestration software being responsible for faster innovation cycles.