u/ControllingTheMatrix

This is a vent post.

I'm not one to judge someones AI use but when I see almost all reports with em dashes and with the classic "it's not this, it's this" every paragraph, with RTL verification with "SMOKE TEST PASSED" full of fucking rockets and emojis 🚀🚀🚀✅✅ in each stage, I think this has gone a little too far.

People tell me it's "shippable" and works then I test it and would you look at that it doesn't fucking function.

And when I get microsoft teams replies with fucking em dashes it gets even crazier, like what is this. I ask a question to someone and they reply starting with you're absolutely right here's how I'd fix it with paragraph partition and bold starting numerals. Like why would you do this...

It is one to thing to use AI as a productivity enhancer, a second thought, collaborator or to run an agentic flow, it is another thing to outsource your brain to a 20-200 bucks per month AI subscription.

Thank god I'm in analog so I encounter this less, but if you work AMS/DV then god help you.

I didn't have this issue 6 months ago...

So I’ve been using IIC OSIC tools to load pull source pull then develop matching network using those parameters and then using surrogate models to inverse design passive networks. The results look pretty good though take an absolute holy shit amount of time.

I wanted to ask you guys what do you recommend me to do such that I can possibly try something new hell maybe have a chance at RFIC ICCAD IMS. I have measurement equipment access up to 1.5THz and have my own tapeout budget of around 100k in total. I can do OS tools but also have access to cadence. Partially for my thesis. Just wanted to ask you guys what might be best for me to do.

Seems like EU RF/mmWave companies are going bust each year. Pharrowtech went bankrupt now this month Hammer IMS etc. seems like the EU industry spin off RFIC scene is going pretty bad.

What I can't understand is European engineers are way cheaper and they still can't compete against US spinoffs

How is the US so much better?

Fundamentals are very strong. The Meta news was purposefully used against it and then turns out they still 2x Capex. Like this is deliberately tanking the price to ensure that Korea sells of their insanely leveraged positions and to also shake off retail quite hard.

I don't see any breakthroughs in DRAM and forward P/E seems relatively low. Demand is quite high and additional fields of interest independent of Datacenter AI seem to be surfacing. Investment isn't insanely high only 2x'ing capacity.

So what I see after 6 years in the market is a very well planned shake off to make people close positions and get margin called.

Both are open on market why so

Firstly I truly do believe in Microns future success and Micron SK Hynix Samsung make up a sizable chunk of my portfolio so I’m not against the stock.

Look guys yoy guys swing from absolute total despair and it’s joever crying day on end to absolute grandiosity saying 3k EOY. Just calm down, relax, do your own analysis and then move on with it. Opening up ur brokers page once every 30 minutes and then shitposting on Reddit won’t help you gain anything.

Shit happens. It swung down 30% and now it swung up 10%. Dont paper hand when it goes down and dont suddenly believe the stock is an internationally ultra scarce resource. It is what it is. You’ve made an investment and just let it be

Hey,

Anyone who wants to possibly play tennis around intermediate level. Used to play pro too so I’m open to all levels but with the heats I don’t wanna play that hard.

I’m 21M, can book a court through KUL

See ya

Hello,

After passing an interview, I was told that I'd take a technical interview for 6 hours for ADI. Is this normal in industry? Before this the longest I had was 4 hours and I thought that was brutal...

Merhaba,

22 yaşındayım. Türkiye'de Boğaziçi EE mezunuyum, 3.6 civarı bir ortalamayla mezun oldum. Yaklaşık 3 yıl civarında iş ve/veya staj tecrübem var. Q1 yayınlarım ve hem TR'de hem de AB'de tasarladığım çipler kullanılmakta yani buradaki boomer lobisinin tabiriyle sadece ders kastığım için durum böyle değil.

Türkiye'ye Aselsan'ın geriye dönüş programıyla geri dönmek istiyorum. Avrupa'da maaşlar aşırı düşük (Başlangıçta Türkiye ile aynı, tecrübeyle (5+ yıl) Türkiye'den bile daha düşük net maaşlar) Amerika'ya gitmek en akıllısıymış ama şimdi kervan geçti.

Şuan Türk Lirasına çevrildiğinde 12M TRY civarında bir yatırımım var. Hemen hemen tamamı yatırım aracılığıyla oldu(97+%, evet gerçek anlamda hemen hemen her yıl 2 katına çıktı döviz cinsinden). Sorun şu Türkiye'de Yurt Dışı Hisse Senedi vergisi var ve aşırı aşırı yüksek(30-45%) benim durumda çünkü iş sonucu oluşan gelir nedeniyle üst dilimlerde vergilendirileceğim.

Bu durumda siz Türkiye'de yatırımlarınızı nasıl değerlendiriyorsunuz? Sadece yurt içi hisse senedi mi alıyorsunuz?

Aynı zamanda genç arkadaşlar varsa önceden söyleyeyim TR'de mühendislik normalde çok kötü kazandıran bir meslek ve kendini geliştirmekle alakası dahi yok. Global anlamda alanının en iyisi insanlarla çalıştım, çipler bastım doktora öğrencilerinin yayın yaptığı yerlerde lisanstayken yayın yaptım ve hiçbir şekilde maaş konusunda bir farklılık oluşturmuyor. Ne Avrupa'da ne de Türkiye'de hepsi dümen.

Has anyone gotten Cadence Virtuoso licenses for their incubator/startup? Also if it's ok to ask how have you managed PDK access? Through the Europractice route or another route?

If I'm not mistaken I may be wrong but a single commercial seat runs for 120k, an academic license is around 3k. And paying 120k per year per seat would be a little tough in the first few years... I mean I could but I think there are better uses of spending quarter of a million just on EDA cost for a company of 5.

I think we all deserve the goofy cartoon after this rally >:)

Hello,

It was kind of odd but I sent my parents a letter through UPS which I paid around 40EUR for and have the invoice for and the courier that came to my parents said I hadn't paid and that they'd have to pay 250USD. Mind you this is for a letter not even a parcel.

Is this possibly a scam or duty taxes? This was from Belgium to Turkey.

Like I got an entry level job offer from a company (that was a unicorn startup founded 7 years ago) that makes 1.4B revenue with 280 employees and the only thing they do is make a puzzle game. A single puzzle game. that equates to around 5M/employee in revenue and around 2.5-3M/employee in net profit.

In comparison, most chip design specifically fabless design houses are barely breaking even. Like in continental Europe I know a company that claims to be "the largest fab-independent European design group with world-class expertise in analog, digital, mixed-signal and high-voltage IC design" only makes around 20M revenue GROSS with around 120 employees. That's only 166k/employee and god knows how much profit they make per employee.

The sad part is I've spent around 2-3 years in total work ranging from RF/mmWave to Biomedical to SiPho and I always thought that I would earn more or possibly have the possibility to start my own startup.

Now, looking back the net salary they offer me AS AN ENTRY LEVEL(BSc) graduate is more than what I would earn as a manager or SM in Europe even in Apple Munich etc. and is comparable if not more than what an Apple entry level PhD grad makes after taxes and that is CA HCOL versus LCOL area. Why is chip design so horrifically bad of an industry? Like why do people continue choosing it when there are so many companies, and buyers squeeze companies against their own competition to crush any earnings potential.

And the moat of companies generally doesn't come from Hardware generally it seems like hardware is heavily commoditized. Even if you're SOTA a buyer will still pressure you against the competition. Say you have a PMIC chip with say 82% efficiency and you're closest competition has 77%. You can assume the same for PA's or integrated systems etc. you're literally fighting against each other where the upfront cost is insanely high and the marginal cost is low so they try to make you guys fight absolutely horrendously just to make horrifically bad margins.

Like even in SiPho there are tons and tons of players in CPO. SerDes the same, Biomedical AFE's tons of people. Like it's so horifically bad that you have no moat no matter how much you try. The only moat comes from audience lock in such as CUDA or ARM ISA's which are generally software related.