TSMC warns AI chip crunch will last another 18 months

#1

Post by rntn » Fri, Sep 08, 2023, 1:03 PM UTC

TSMC warns AI chip crunch will last another 18 months
theregister.com

Re: TSMC warns AI chip crunch will last another 18 months

#2

Post by boringg » Fri, Sep 08, 2023, 1:25 PM UTC

Sounds like this will be the decade of chip shortages.

Re: TSMC warns AI chip crunch will last another 18 months

#3

Post by motoboi » Fri, Sep 08, 2023, 1:31 PM UTC

boringg wrote: post #2

Sounds like this will be the decade of chip shortages.

Yeah, it sounds like they are saying we don’t know how much this will last, but at least in the next 18 months the trend will continue

Re: TSMC warns AI chip crunch will last another 18 months

#4

Post by lofaszvanitt » Fri, Sep 08, 2023, 1:42 PM UTC

Time to open source the chip making industry... ... ...

This whole fabrication thing is a biiig chokepoint.

Re: TSMC warns AI chip crunch will last another 18 months

#5

Post by wincy » Fri, Sep 08, 2023, 1:46 PM UTC

lofaszvanitt wrote: post #4

Time to open source the chip making industry... ... ... This whole fabrication thing is a biiig chokepoint.

About as likely as open source nuke design.

Re: TSMC warns AI chip crunch will last another 18 months

#6

Post by HankB99 » Fri, Sep 08, 2023, 1:47 PM UTC

lofaszvanitt wrote: post #4

Time to open source the chip making industry... ... ... This whole fabrication thing is a biiig chokepoint.

Isn't the cost of the equipment and sophistication required to operate the biggest barrier to entry? How would open sourcing change that?

Re: TSMC warns AI chip crunch will last another 18 months

#7

Post by 0_____0 » Fri, Sep 08, 2023, 1:48 PM UTC

lofaszvanitt wrote: post #4

Time to open source the chip making industry... ... ... This whole fabrication thing is a biiig chokepoint.

This is exactly the kind of thing that will never be open source. Any entity with the extremely high level of resources to fabricate chips at this node have zero incentive to open source anything, and no number of amateurs with 3D printers can change that.

Re: TSMC warns AI chip crunch will last another 18 months

#8

Post by alwayslikethis » Fri, Sep 08, 2023, 1:50 PM UTC

wincy wrote: post #5

lofaszvanitt wrote: post #4

Time to open source the chip making industry... ... ... This whole fabrication thing is a biiig chokepoint.

About as likely as open source nuke design.

If we ignore the sanctions you'll be getting, open sourcing nuke design is much easier.

Re: TSMC warns AI chip crunch will last another 18 months

#9

Post by sloreti » Fri, Sep 08, 2023, 1:53 PM UTC

lofaszvanitt wrote: post #4

Time to open source the chip making industry... ... ... This whole fabrication thing is a biiig chokepoint.

Read Chip Wars [1]. The cost to stand up an advanced chip fab has reached tens of billions of dollars. It’s so capital intensive that even the US Department of Defense has exited the game.

[1] https://en.m.wikipedia.org/wiki/Chip_War:_The_Fight_for_the_...

Re: TSMC warns AI chip crunch will last another 18 months

#10

Post by hef19898 » Fri, Sep 08, 2023, 1:53 PM UTC

wincy wrote: post #5

lofaszvanitt wrote: post #4

Time to open source the chip making industry... ... ... This whole fabrication thing is a biiig chokepoint.

About as likely as open source nuke design.

Building one the WW2 designs isn't really that hard today, is it? Getting the fission material on the other hand... Just ask Doc Brown, because it is not the 80s anymore were you get Plutonium at pharmacies, ah those days!