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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.


> 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.


Why aren't boring, old process ASICs isolated from this mess?


There’s a lot of other boring chips on a server motherboard beyond the RAM and CPU that share older processes with everyone else making silicon. Stuff like power management ICs needed to bring up power to a chip in the right order, which were an annoyance even before COVID and AI.


The whole supply chain is so focused on RAM/GPUs that it's affecting everything. I've seen random sensors 3x in price because the company making them has shifted their manufacturing focus.


When did chip demand skyrocket?

How long does it take to ramp up capacity?


idk, loved their comment. Stop giving "Stop" orders to others.

:D


This is the coolest link I saw on HN the last 2 months. You rock man !

Thanks a ton for building this.


... look into earlyoom , its a pretty neat solution just prescribe to it, all the stuff to never oom no matter what I've never had to hard reboot anymore due to OOM

After setting up earlyoom to gracefully start shutting stuff down at a threshold before hitting oom, robustly works all the time even under intense ram + swap pressure + 100% cpu on all cores sorta workload

https://man.archlinux.org/man/earlyoom.1.en


? this is one of the Coolest Posts ive seen on HN .

Imagine being able to prompt out products in the future, and making this available to kids in every school, just like how a lot of schools make 3D printers with Template Models available to print out and combine or lego kits.

This is AMAZING, im not saying these founders might succeed in envisioning that future, but this industry has been assembling all the instruments to speed up the iteration feedback loop as much as possible since last few years :: All the more and more advanced All in One CAD machines for homes, like

- Bambulabs Laser Engraving + 3D Printer combo (with more advanced materials now, Car Workshops are literally 3dprinting super sturdy car parts with the latest bambulabs filaments [0])

- Home CNC machines like Carvera : https://youtu.be/7Zs1ZtcPRHY?si=eDvZ4bhlySQqDUbE

- UV Printers like Eufy : https://youtu.be/3IBMjZDMdcc?si=lZfKVsSqutT1KyUu

- Auto Probing tools for giving AI oscilloscope and pin readouts automatically :: https://github.com/gainsec/autoprober

- Embedded Systems tools like https://www.axiometa.io , Claude Code integrations for Espressif/Atmega/STM boards , trying to make the embedded systems layer easier

This is just yet another glimpse into where this industry is going, This is the perfect sorta post for HN and People who aspire to Build Startups and Join YC Batch.

And exactly why this is way better than any producthunt out there. I dont think this sorta negativity is necessary. If anything HN has recently been getting too many naysayers, pessimistic folks, compared to the imaginative, techno optimist folks from before.

[0] https://us.store.bambulab.com/products/ppa-cf


Appreciate it! We are very early in building this tool out (been building this out for a couple months) and are actively improving on adding in manufacturability checks + simulations to make these models incredibly solid

So bullish on the future of this space :)


I do the same with deepseek-v4-flash + opencode triggering via mcp those terminals again by sending tmux keystrokes of Newline to those sessions and a custom setup i keep ready for these

Its automated with voice mode, so i dont even need to write commands, click a button say on voice + use a picker to select which terminals to do this for , Boom Done ,

I use it for other interesting scenarios too


This sound all so insane I cannot tell if it is satire. I mean no disrespect, this is just as bewildering to me as private jets.


It would only make sense to me if Jensen Huang had hand delivered me some glue to sniff prior to reading the comment. Otherwise no chance.


why ? I literally have voice agents via claude agent sdk + Pipecat , who i talk to the entire day whenever it suddenly handwaves at me with an indicator that it wants to talk to me, and it orchestrates and manages typically 6-7 git worktrees in parallel of my monorepo + coding and other non-coding work.

Every. Single. Day. and reliably and robustly, to get cool stuff done. Why does it sound satire to you ? I was never joking, im dead serious, even right now. Its hard to explain how amazing the UX compared to normal coding before.

I used to be a hardcore custom tuned Neovim setup, and do everything myself sorta person before.


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