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zgao

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zgao
·hace 21 días·discuss
There is no real way to prevent this, but there are ways to increase the cost of doing so. For example, one level of obfuscation is, OAI could internally run synthesis and adopt a “netlist-in” model in which Broadcom gets a netlist - a description of a huge amount of gates and wires and how they connect - instead of the plain Verilog (or other language). It is possible to reverse engineer the netlist, but it’s a certain level of indirection and effort.

A big part of the semiconductor industry also operates on a reputation basis. Broadcom (like TSMC) is a neutral party as a design house, but if they did something like this, it might ruin that reputation.
zgao
·hace 21 días·discuss
The typical way a chip effort in a non-chip company works is that the "design" is the RTL (e.g. SystemVerilog that defines the behavior of the chip) and then this is handed off to a third-party "design house" (such as Broadcom) that turns that code into a real image of a chip, which is called a GDS (basically you can think of this as a very big layer by layer photoshop file) that can actually be sent to a fab. This is called "backend design", in contrast to the "frontend design" (the RTL itself).

As another commenter said, Broadcom is very experienced with backend design (as well as the supply chain management, testing, etc. that comes after the chip is taped out) and so this can't be regarded as a "first chip". Richard Ho (the head of hardware at OpenAI) is also extremely experienced and used to be the head of the Google TPU effort -- where he actually worked with Broadcom in a similar tapeout already. So yes, this is not a "first design"!
zgao
·hace 21 días·discuss
Yes, my statement was not about the quality or performance of the chip -- simply the tapeout timeline that was stated, by itself.
zgao
·hace 21 días·discuss
Chip CEO here. It really depends on what "design" or "production" means. Does "design" mean that the design was complete? Does "production" mean the beginning of production, i.e. tapeout? If measuring from RTL-freeze to tapeout, this is a fairly typical (even somewhat unimpressive) timeline (accounting for some unexpected issues) for a large, complex 3nm chip. If measuring from concept (no RTL at all, block diagram of architecture) to tapeout, this is an amazing timeline. The truth is probably somewhere in between. A more concrete statement would use actual technical milestones and gates.
zgao
·hace 3 años·discuss
Hey, tangentially- I am CEO of Fabric, a company building orders of magnitude faster hardware accelerators for next-gen cryptography on the latest fab technologies.

Would love to share notes if you're up for it!
zgao
·hace 3 años·discuss
Founder of AlphaSheets here -- we built this back in 2015 and developed it for 3 years. We built Python, R, SQL and full excel formula/hotkey/format/conditional formatting/ribbon compatibility. It was a long slog!

I wish you good luck and all the best. It's a tough field but a big market. And I still think the potential is there.