Chipmakers Rally in Talent War
eetimes.com
eetimes.com
Trying to convince engineers with these fluff pieces how they are important will not make a difference. Pay up.
Also, performance is regularly an annoyance, especially if you have to do something non-trivial like process ethernet frames or talk on USB. Sub 8-Mhz processors for embedded processors still extremely popular and the flash size constraint leaves no room for huge libraries or ROM waste.
Completely different.
You're doing a disservice to both by taking a toaster without QA as an argument.
[1] As mentioned in the article attached to https://news.ycombinator.com/item?id=16194011
I guess it depends on owners[1]/managers and maybe what type of product is being produced, also.
[0] Still is true. [1] This was a small, private owned company.
1. The market size and opportunity in SW is tremendous as compared to HW. SW is eating the world in nearly every industry, and this is going to continue for the next 10-20 years. HW used to be great, during the time of Moore's law. But with Moore's law coming to an end, it's going to be harder and harder for chipmakers to compete with the same products they released 3 years ago.
2. Entrepreneurial opportunities are severely limited in HW. A software startup can be launched by 2 college kids in a dorm room, using a couple thousand dollars of angel investments, and scaled nationally with 1-2 million in VC funding. With HW startups, because of the engineering/logistical nightmares involved in fabricating a chip and selling a physical product, you need so much more money/credentials/connections to get a startup off the ground. SW devs can realistically dream of building/joining a world-changing startup, but HW engineers are mostly resigned to being a cog in a big machine.
3. Paranoia and risk aversion. Strongly linked to the above, is the culture of rational risk-aversion that exists in any HW project. With a software project, the Agile/MVP methodology works extremely well, because the cost of making changes, or fixing prior mistakes, is so low. In HW, the costs of making changes and releasing a buggy product, are astronomically higher. Because of this, HW projects are extremely risk-averse. Junior developers are micromanaged by their superiors. People are given little autonomy to innovate and try new ideas. Project timelines are measured in years, not months. From an artistic perspective, developers love having the freedom to build freely and get their product in the hands of users as soon as possible. This is so much easier in SW as compared to HW.
Combine all 3 of the above, and it's easy to see why SW is so much more lucrative and enticing. As an EE myself, I tell everyone I know that unless they have a deep passion for the field itself, they should strongly consider a career switch.
It seems to me that the fact that Moore's law has ended may end up with a flip side that could potentially be awesome. Previously, it nearly always made more sense to do something on a CPU and wait for performance to double than to develop a custom ASIC. With the free lunch deal over, I suspect that we will begin to see a ton more custom ASICs and architectural innovation. This has already begun for ML/DL/AI.
Without Moore's law, the semiconductor industry may get a lot more exciting. It might also just fade to commodity even more, but that isn't as fun to think about.
we saw a tiny bit of it with the introduction of MEMS IMUs, and we'll see more yet.
sooner or later we'll get low costs on small quantity ASICs, and things will go really nuts.
I've always been of the opinion that the end of Moore's Law will result in a new wave of startup innovation. When the cost of newer nodes are a barrier to entry and the advantages of startups can be obviated by just moving to the next node (which the startup cannot do), then innovation stagnates. This is largely what killed many FPGA startups (e.g. Tabula, which btw had super cool tech).
I've heard worse things about the defense and aerospace industries than I have about semiconductor industry, so I'm just curious.
Sadly, the people I met from a very popular microchip manufacturer (they don't make CPUs though?) suggested that they had to work long hours and didn't like their jobs. They were actually.. surprisingly transparent about that. I appreciated it, of course!
The managers looked well rested and well paid though.
It's the likes of who Intel figure out how you can put a billion little things each with a few tens of atoms on a chip that somehow work together to produce a useful computing device. And then Apple finds a way to create a really pretty GUI and walk away with 90% of the profit in the Industry.
As a hardware guy, I always feel like this is somehow unfair.
That said, processor hardware is a mature market, one that is so mature that it is starting to consolidate in major ways. Until a startup comes up with a chip that can solve current problems not solve able by a CPU/GPU/FPGA, profits will continue to accrue further up the stack to the software companies that are adding differentiated value.
In other words, the hardware labor market is closer to monopsony than the software one.
In addition, other things being equal, the closer one is to customers, the more leverage one has on pricing and terms. This is a major reason why Amazon, Google, and Apple are focusing on developing voice assistants and home devices.
Isn't Apple designing most of its chips in house, these days, at least on mobile where the big money is at? I suppose Apple isn't building its own fabs, but describing them as 'software guys' seems a bit of a mischaracterization of the company, and how/why they make oodles of money (hell, their software has been pretty damn buggy of late anyways).
I'd say no, they could charge nearly the same. Which means the complicated hardware is not the differentiator "killer app", the marketing around the custom OS and the ecosystem is.
(Which is also why they don't sell iOS or macOS to other hardware firms - the hardware is good, but the software is the USP.)
It also doesn't help that a hardware exit can be 5+ years in the making and take $10-20 million, minimum.
What VC will fund that when they can throw a couple million at a bunch of stupid 20-somethings, flog the hell out of them, and flip to Goobookazonsoft within 18-24 months?
Their single threaded performance is no joke, especially in such a small power and die envelope.
i'm a software guy thats worked with hardware guys for most of my career. us software guys will bitch and halt work for a month if the coffee is a little too cold.
and the hardware guys will sigh and put in another 6 months of dv to make sure the part works, and it does, and they'll have a beer and go home and maybe sleep in that weekend.
In my final year of engineering, I dreamt of being an Integrated Circuit Design Engineer. While the rest of the folks from my class took up microcontrollers based project, my team was the only one to take up a FPGA based project, because that was as close as I could get to VLSI (Obviously at my insistence, I'd to fight with my partners over FPGA vs Microcontroller)
After engineering, I searched for a job in VLSI in Pune & Bangalore for 6 months, but in vain. Got to know they don't hire freshers. So, I did a 6 month Post Graduate Diploma in VLSI Design from CDAC (Center for Development of Advanced Computing - makers of India's supercomputers) (Its like finishing school) . Agtee the course got over, interviews began. While folks who did their course in .NET/ Java got 20-30 interview calls, we got an average of only 5 calls. All 5 were very selective in interviews. Tried for a job in VLSI for another 1 year, and then finally took up a job in IT in Enterprise Automation.
One year after my IT job, spoke with a few classmates. Some people were really doing well making 70k INR/ month while my lab partner was stuck on 12k/ month. I was making 35k/ month. Lab partner said - "IT folks make much better than we do. What was the point of getting into VLSI?"
This was one point. Another point for me is immigration.
I am planning to immigrate to Canada (Starting my PR process soon - am 28, unmarried). My father (GC holder) has filed for my GC abut my priority date is 10 years away) So US gonna be tough.
But even if I had made it in VLSI, how many jobs are there in Canada for Chip Designers / RTL Design Engineers or maybe FPGA Engineers ? If I stay in IT doing my BMC Software stuff, I know I may get a job in some ITSM company. There aren't many VLSI jobs in every book and corner of earth. Whereas IT ensures that jobs are available in plenty everywhere.
Comments / feedback would be highly appreciated.
This also looks promising. Combines stocks & software engineering. C++ mastery is required and also knowledge of Computer Architecture.
Another field I've shortlisted is Management in Information Systems, since I'm in Enterprise Automation (BMC Software)
Would you kindly bring to my attention any more promising fields that you know of? Thanks.
My general thoughts are get into a top tier university as that gives you a head start to find a promising company to join. Pick a field that really interests you yet balance with market demands. Focus on the broad computer engineering skills that will be applicable in many industries. Work hard to make a name for yourself at your first job. At some point it will build up a network of people who can transition you into other industries as you change jobs. Eventually you will hit the leading edge of some hot technology and can make your success.
I think it’s better to keep your feet in non hardware fields if you want to be sure of getting a job as the first thing.
To continue in FPGA/ASIC design, I’d suggest you do a MS degree in a US university in a location that has a lot of chip design industries (I’d guess Bay Area, Texas), because that’s where you can have a good chance of getting an internship and that’s going to be your foot in the door, to start a career in the field of FPGA/ASIC design. Getting an internship is very very crucial if you want to get started with a career in hardware engineering since the situation is similar in US also, where you need to hit the ground running from day 1. With an internship/co-op it becomes much easier since they give you some slack because you are a student .
Whatever you do, dont just get stuck in the cess pool of IT Services jobs in India, because your friends in those fields have magnificent titles and pay. If you get to work on a product at a product company, great. But orherwise for someone like you IMO a graduate degree in the US is the best bet.
(I’m from b’luru, did grad course in FPGA Design in the US and later switched to s/w dev because I was not awesome at h/w)
As I've previously mentioned, I am in IT now working in Enterprise Software.
But based on what I have seen, look for universities / departments that are well funded for research (I don’t know how you can get that info), which often means more assistantship opportunities.
Getting an RA/TA can also be competitive but since you have some work experience, it depends on how well you market your experience to fit the RA/TA role.
The field is essentially "no matter what the data says, the person with more experience is right", looks down upon young talent, essentially refuses to innovate and has too many clueless people making decisions.
Don't believe me? Ask your ex-Intel friend.
EDIT: this turned into a rant. Naturally, this is one view, there's another perspective as well. E.g. ASML is extraordinarily innovative and Intel's TMG was an absolute engine.
> Looks down on young talent
Are you certain this "young talent" is looked down upon for youth, not in response to their criticism of people who have actually consistently made chips that work and work reliably?
fyi, people are more likely to listen if you don't call them clueless.
They outsourced their chip and now are unable to ship it. I think it's fair to call them clueless.
Perhaps a more accurate statement would have been: "some clueless people exist in every field." But that is not as exciting.
I also think it's fair to criticize "some clueless people" when they comprise a majority of the decision making power, which they do. I'm not saying that "every single person in the semiconductor industry" is wrong/clueless/incompetent, far from it, Bill Dally is experienced (he's been in semiconductors before I was born) and I consider him to be a genius. There are others as well, such as Ivan Sutherland, but my gripe is that these are not the people who make the decisions. And with respect to the general statement, this was in response to an article making a general statement about a general point.
You could use the same line of reasoning for science in general. Was it stupid to criticize the opinions of scientists from classical mechanics?
Also: meltdown.
Science is not the same as engineering. Engineering requires a balance between performance, reliability, cost, etc. I don't think the parallel to paradigm shifts in science is a very good one.
There is a lot of wisdom behind listening to people with a proven track record over cocky youth. The people with experience are typically a lot better at striking an effective balance, even if the data suggests that some great new innovation will benefit one characteristic.
Of course it was not stupid for scientists to move beyond old theories. But the scientists with new theories almost always learned from and worked with the previous generation and then moved beyond them, rather than criticizing the character and competence of the old guard.
My main point was simply that if you adopt the same tone with the people who "look down" on you as you did in your original comment, I am not surprised that you don't get any respect.
I think the comparison with science is fair, engineering in this sense is very close to physics. If you don't like that example we could try the shift from vacuum tubes to integrated circuits, or the disrespect thrown at neural nets before they got popular again. All analogies are crude, but they convey some meaning.
I mean, I've shown people hard data (not even from simulations,from hardware) and they've still essentially ignored it, so I think it's fair to say there's at least some dysfunctionality in the industry. As epitomized, by the very article I'm responding to here.
I'm not usually like this I promise, it's just that this article struck a bit of a chord with me :)
I don't know what the dollar amount was, I didn't ask, but I think it's fair to say that Nvidia is at least interested in paying whatever the market rate for EE is.
Chipmakers, automotive, media...the question is how long incumbent companies are going to continue poor compensation practices before they figure out how far behind they are.
Getting into software is much more accessible, especially with the abundance of learning material online. It's also easier for people to imagine how software can make a difference in people's lives, which is a common motivator. We're more aware of how we use software on a daily basis. And it's often software that goes viral in a consumer market, not hardware - Apple and phones aside. Silicon fabrication and chip design are at a level of abstraction that's harder to grasp.
How much accessible information is out there on hardware design? Neither is it easy to start fabricating your own chips.
> “A big part of the challenge is in awareness — we need to help them see the path.”
> That shouldn’t be difficult. “We make air travel safer, healthcare more predictable, we have an easy story to tell,” said Durn.
I agree that there needs to be more awareness. It's not, however, as easy as you might think to sell a student on this story. Sure, it might sound great at first. It sounds convincing. Almost everything is based on the hardware these companies produce, right?
Even if you convince them and get these new engineers in, you have to find out how to keep them.
The scale of engineering that needs to happen at these companies is massive. It takes many moving parts. Many of these companies start by allocating new undergraduate engineers to grunt work that's required at any company of this size.
> As our industry matured, operational efficiencies and a whole set of different DNA took hold
Good luck convincing your new engineers that being inserted into your company as a cog and dealing with your business procedures for “operational efficiencies” is making the world a better place.
> About 85% of chip vendors need new kinds of talent to keep pace with the rise of digital operations powered by automated systems, big data, and machine learning. However, 77% of them report a shortage of talent, particularly for EEs, according to studies by Deloitte Consulting done for the SEMI trade group.
Sure, there’s going to be a shortage of talent when you often demand graduate degrees at a minimum. Even more so when you don’t pay as much as the software giants are.
There is a good point in here though. These companies do need these new kinds of talent. And to be clear, it’s not the talent that needs to keep up with the new age, it’s these companies that need to keep pace. They need new processes and reorganization. And by reorganization, I mean something beyond just shuffling around managers and fattening up middle management.
You have to somehow replace the processes that worked just ten years ago but are slowing you down now. IT and your software departments can’t be seen as a cost center anymore. Don’t hire bright young engineers to do things you should be automating. Hire people to automate those things instead.
Dead on.
I'm sure the author of the article is a great person, but the fact that the _CFO_ is the public face of this effort tells you all you need to know about how serious they are.
Former top rank star level chip designer here.
It's easy and cheap to do up to medium scale with FPGAs. All you need is elbow grease, smarts and creativity. This gives a lot of experience. There are guys around that have made their own chips singlehandedly. These are smart guys. You'd think they'd be in huge demand. Hah hah.
Larger scale cutting edge chips oh yeah, it gets extremely expensive, not just way beyond individual level, but way beyond most companies. There's just not enough foundries willing to produce designs from scratch for random third parties for it to be competitive for small scale things. Doing so is expensive. You only want to take known serious players, or those with enough cash to make it worthwhile regardless.
But one can certainly do so on the cheap for a lot of more modest designs and develop the experience. There are even multiple fantastic free classes these days that teach chip design. Amazing. Not only that but we see some microcontrollers that have small FPGA sections built in so you can roll your own for some stuff in widely available architectures. Wow! This is amazing to have and few take advantage.
However, the criticisms stated are generally true. And yeah, if you're smart enough to do good chip design, you can do better and have less stress doing something else for sure.
May be @madengr, could answer it as I am of the exact same opinion, that hardware is way more fun that software. And even in software, I am not doing the usual boring things, still it has had me. Any feedback highly appreciated.
Right there is my reason for not working for them. I don't want to be involved in military technology.
I'm an immigrant, and building weapons to kill foreigners is a conflict of interest.