U.S. Universities Are Building a New Semiconductor Workforce

Re:U.S. Universities Are Building a New Semiconductor Workforce by junon on Saturday May 20, 2023 @02:52PM (#36014542)

Lead time isn't because of some magical bottleneck. It's because of demand and batch size. If university students can somehow decimate the batch size needed per design, and enough groups do this (or find new ways to reduce the process size in order for more firms to do this), and enough of them do it at once to help demand, then the lead time goes down, and so do costs.

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Re:U.S. Universities Are Building a New Semiconductor Workforce by MichaelZuo on Saturday May 20, 2023 @03:35PM (#36014881)

What? Do you understand what lead times are?

9 women can't have a baby in 1 month, because there is series of necessary processes that has to be undergone and can't be accelerated.

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Re:U.S. Universities Are Building a New Semiconductor Workforce by marcosdumay on Saturday May 20, 2023 @05:00PM (#36015562)

You seem to not get the GP's point at all. The bottleneck in the lead time of semiconductors is not physics at all.

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Re:U.S. Universities Are Building a New Semiconductor Workforce by MichaelZuo on Saturday May 20, 2023 @05:02PM (#36015584)

Those are called supply chain shortages.

I'm fairly certain the actual lead times to procure semi-custom chips are indeed in the range of a few months. And a fully custom chip is a few years.

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Re:U.S. Universities Are Building a New Semiconductor Workforce by sweetjuly on Sunday May 21, 2023 @12:57AM (#36018140)

The months long lead time is not purely a scheduling/capacity issue though. Producing the masks for these modern processes is very complex and slow. Adding more fabs won't help because because its a latency issue, not a throughput issue.

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Re:U.S. Universities Are Building a New Semiconductor Workforce by marcosdumay on Sunday May 21, 2023 @12:04PM (#36022293)

The OP is talking about years-long lead times.

AFAIK (but never studied the latest processes), making a mask takes weeks. That means that the minimum lead-time on making masks is weeks long, because there is no interdependence between them. But I'm sure this is one of the steps that add up to years on practice, because of production limitations.

Actually making the chips has a higher floor, because every step is interdependent. With a hundred steps, each one taking half a day, we are talking about 2 months here. There are probably more than a hundred, and a few take more than half a day (but many take less than it), so yeah, I'd easily expect a 4 months minimum. What doesn't compare to years at all.

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