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.
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.
GPT-Synopsys brings together OpenAI frontier models with Synopsys' EDA technology and domain expertise, enabling the specialized model [to] directly operate Synopsys' tools. Engineers will delegate design objectives … with agents running tools, interpreting results, implementing changes, and iterating toward verified outcomes for engineer review.
“Agents will do all the engineering work. Engineers will delegate and review.” Lol, no, what the engineers are gonna do is get laid off.If costs go down enough,because of LLM's and possible manufacturing innovations, more chips will be designed, so maybe this will partially offset job loses.
Also : create proprietary locked down eda->no data to train models->models suck at it->reach out to ai lab to rl on it -> expect users to pay for eda and the model.
Can't wait for vibe coded SoCs.
joennlae•1h ago
I am not sure if Nvidia want to send their chip designs to OpenAI.
polytely•1h ago