[hardolaf]

> No. I said the low-end of FPGA sales is getting eaten by microcontrollers and the high-end of FPGAs sales is probably about to get eaten by custom ASICs.

You have absolutely no idea what an ASIC costs compared to a FPGA. A FPGA that can compete with a tinytapeout chip costs a few dollars at most in extremely low quantites. Something high performance would need probably TSMC 12nm or similar at a minimum. At that point, you're talking $1M+ between licensing fees and direct costs to just go on a shuttle. If you want to make your own higher volume run or can't wait for shuttle spot, you're looking easily $5-10M minimum for your first 6 wafers. Comparatively, FPGAs competitive with TSMC 12nm run from a few hundred dollars up to several thousand dollars each. So for low volume, they're very competitive.