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@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.
