We just buried an ASIC design that was nearly finished. Reason: There was a deviation that would've needed a mask change, but because of AI chip demand, the manufacturer wanted so much money for it, that we said screw it.
So we now have AI powered chip design tools that make chip design cheaper, but because of AI, chip manufacturing has become so expensive, that we can't afford it anymore.
Nice.
Local manufacturing is the next open challenge in hardware. If a pizza can be baked locally, why not chips?
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.