thanks to AI demand, Lattice cannot make enough FPGAs to fulfill orders on iCE40's (and probably ECP5's) with less than a year of lead time.
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@whitequark
This whole house of fab-less cards was destined for a collapse. "Let's put a tiny island under constant political and military threat at the epicenter of the entire digital supply chain. What could possibly go wrong?"Not like we haven't been here before, either:
@RealGene oh, 2011 is before I was involved in electronics production in any real capacity
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thanks to AI demand, Lattice cannot make enough FPGAs to fulfill orders on iCE40's (and probably ECP5's) with less than a year of lead time. this is likely to cause supply chain issues for Glasgow revD
- https://www.tomshardware.com/tech-industry/semiconductors/ai-chip-boom-sparks-bt-substrate-materials-shortage-tsmcs-huge-demand-causes-supply-disruptions-for-nand-flash-controllers-ssds
- https://www.digitimes.com/news/a20250527PD236.html
words cannot describe my contempt for this shit, and my disdain for anyone still pushing it
@whitequark@social.treehouse.systems Surely there are plenty of spare old foundries to make them? AI chips really need EUV these days. -
@whitequark@social.treehouse.systems Surely there are plenty of spare old foundries to make them? AI chips really need EUV these days.
@lynne it's not about the silicon. the silicon is fine
it's about the little piece of printed circuit board that redistributes signals from the bond wires to the balls under the BGA
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@lynne it's not about the silicon. the silicon is fine
it's about the little piece of printed circuit board that redistributes signals from the bond wires to the balls under the BGA
@whitequark@social.treehouse.systems *that's* the bottleneck?
I'd have thought that this would have been vertically integrated into the production. -
@whitequark@social.treehouse.systems *that's* the bottleneck?
I'd have thought that this would have been vertically integrated into the production.@lynne you would think so, but there's a worldwide shortage of the stuff now
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@whitequark@social.treehouse.systems *that's* the bottleneck?
I'd have thought that this would have been vertically integrated into the production.@lynne @whitequark funnily enough apparently one of the major producers of this stuff is a company primarily making sauces and other seasoning, which at some point branched out into making packaging materials as a side thing...
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@lynne you would think so, but there's a worldwide shortage of the stuff now
@lynne specifically of the epoxy resin, which is only manufactured in a few places in the world
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@lynne @whitequark funnily enough apparently one of the major producers of this stuff is a company primarily making sauces and other seasoning, which at some point branched out into making packaging materials as a side thing...
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@whitequark @lynne seems more resins and such, branching out from the chemistry they had developed for food science. This company: https://www.ajinomoto.com
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thanks to AI demand, Lattice cannot make enough FPGAs to fulfill orders on iCE40's (and probably ECP5's) with less than a year of lead time. this is likely to cause supply chain issues for Glasgow revD
- https://www.tomshardware.com/tech-industry/semiconductors/ai-chip-boom-sparks-bt-substrate-materials-shortage-tsmcs-huge-demand-causes-supply-disruptions-for-nand-flash-controllers-ssds
- https://www.digitimes.com/news/a20250527PD236.html
words cannot describe my contempt for this shit, and my disdain for anyone still pushing it
@whitequark there we go with FPGA shortage again
for more absurd reasons this time...
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@whitequark there we go with FPGA shortage again for more absurd reasons this time...
@ariac i wonder if TQFPs are still being packaged
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@ariac i wonder if TQFPs are still being packaged
@whitequark and i wonder if the price of used wire bonders already got higher.
i've been coincidentally asked about it today -
@whitequark @lynne seems more resins and such, branching out from the chemistry they had developed for food science. This company: https://www.ajinomoto.com
@HeNeArXn @whitequark the global hardware industry is reliant on the company that makes MSG; the global software industry is reliant on furries. there's a connection here
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thanks to AI demand, Lattice cannot make enough FPGAs to fulfill orders on iCE40's (and probably ECP5's) with less than a year of lead time. this is likely to cause supply chain issues for Glasgow revD
- https://www.tomshardware.com/tech-industry/semiconductors/ai-chip-boom-sparks-bt-substrate-materials-shortage-tsmcs-huge-demand-causes-supply-disruptions-for-nand-flash-controllers-ssds
- https://www.digitimes.com/news/a20250527PD236.html
words cannot describe my contempt for this shit, and my disdain for anyone still pushing it
@whitequark is the part available in WLCSP? Even if it means a more expensive PCB for early units, a polyimide RDL should not be affected by a BT shortage
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@whitequark is the part available in WLCSP? Even if it means a more expensive PCB for early units, a polyimide RDL should not be affected by a BT shortage
@whitequark (also the consequences of a BT shortage are going to be immense it's gonna hit LGA modules, BGAs, SiPs...)
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@whitequark (also the consequences of a BT shortage are going to be immense it's gonna hit LGA modules, BGAs, SiPs...)
@azonenberg @whitequark Did someone say BT shortage?
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thanks to AI demand, Lattice cannot make enough FPGAs to fulfill orders on iCE40's (and probably ECP5's) with less than a year of lead time. this is likely to cause supply chain issues for Glasgow revD
- https://www.tomshardware.com/tech-industry/semiconductors/ai-chip-boom-sparks-bt-substrate-materials-shortage-tsmcs-huge-demand-causes-supply-disruptions-for-nand-flash-controllers-ssds
- https://www.digitimes.com/news/a20250527PD236.html
words cannot describe my contempt for this shit, and my disdain for anyone still pushing it
@whitequark@social.treehouse.systems
in theory it would be possible to just glue a die to the PCB and bond it out during assembly, in practice this would be prohibitively expensive as far as I know
Considering that most calculators have chips packaged this way, I assume it's because of the setup costs, not the per-unit costs, right? -
thanks to AI demand, Lattice cannot make enough FPGAs to fulfill orders on iCE40's (and probably ECP5's) with less than a year of lead time. this is likely to cause supply chain issues for Glasgow revD
- https://www.tomshardware.com/tech-industry/semiconductors/ai-chip-boom-sparks-bt-substrate-materials-shortage-tsmcs-huge-demand-causes-supply-disruptions-for-nand-flash-controllers-ssds
- https://www.digitimes.com/news/a20250527PD236.html
words cannot describe my contempt for this shit, and my disdain for anyone still pushing it
@whitequark Check out the newer Lattice Nexus parts - 9k to 100k logic cells. In stock at Mouser.
