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Businesses

Google, Facebook, Amazon and Others Urge SEC To Mandate Regular Climate Reports (cnbc.com) 55

A group of seven tech companies urged the Securities and Exchange Commission to require businesses to regularly disclose climate-related matters to their shareholders. From a report: In a letter to SEC Chairman Gary Gensler on Friday, Google parent Alphabet, Amazon, Autodesk, eBay, Facebook, Intel and Salesforce shared their view in response to a request for public input on such disclosures. The tech industry has been vocal on climate issues in the past, even as employees have pressed the companies themselves to do better. "We believe that climate disclosures are critical to ensure that companies follow through on stated climate commitments and to track collective progress towards addressing global warming and building a prosperous, resilient zero-carbon economy," the companies wrote.
Windows

Apple Adds Support For Windows Precision Touchpad Gestures in New Boot Camp Update (theverge.com) 9

Apple is finally adding support for Windows Precision Touchpad drivers in its latest Boot Camp update. The new 6.1.15 update includes support for Windows Precision Touchpad, including single tap to click, lower-right corner to right-click, down motion to scroll up, and three or four finger gestures. From a report: Various Reddit users noticed the surprise update went live yesterday, and it apparently works better than third-party solutions like Trackpad++ and mac-precision-touchpad that people have had to use for years. "Works way better than both of them with better palm and thumb detection too," says one Reddit user. Microsoft first started introducing Windows Precision Touchpad with Intel in 2013, in an effort to fix what were notorious PC trackpad issues at the time. It has taken Apple a long time to enable Windows Precision Touchpad in Boot Camp, but not every MacBook is supported. An Apple support document notes that only Mac computers with a T2 chip will be able to access Windows Precision Touchpad, which is most MacBook Air and MacBook Pro models from 2018 onward.
Operating Systems

Linux X86/x86_64 Will Now Always Reserve the First 1MB of RAM (phoronix.com) 77

AmiMoJo shares a report from Phoronix: The Linux x86/x86_64 kernel code already had logic in place for reserving portions of the first 1MB of RAM to avoid the BIOS or kernel potentially clobbering that space among other reasons while now Linux 5.13 is doing away with that 'wankery' and will just unconditionally always reserve the first 1MB of RAM. The Linux kernel was already catering to Intel Sandy Bridge graphics accessing memory below the 1MB mark, the first 64K of memory are known to be corrupted by some BIOSes, and similar problems coming up in that low area of memory. But rather than dealing with all that logic and other possible niche cases besides the EGA/VGA frame-buffer and BIOS, the kernel is playing it safe and just always reserving the first 1MB of RAM so it will not get clobbered by the kernel.
Desktops (Apple)

Several macOS Monterey Features Unavailable on Intel-Based Macs (macrumors.com) 141

Several of macOS Monterey's features won't be available to users with an Intel-powered Macs. On the macOS Monterey features page, fine print indicates that the following features require a Mac with the M1 chip, including any MacBook Air, 13-inch MacBook Pro, Mac mini, and iMac model released since November 2020: 1. Portrait Mode blurred backgrounds in FaceTime videos
2. Live Text for copying and pasting, looking up, or translating text within photos
3. An interactive 3D globe of Earth in the Maps app
4. More detailed maps in cities like San Francisco, Los Angeles, New York, and London in the Maps app
5. Text-to-speech in more languages, including Swedish, Danish, Norwegian, and Finnish
6. On-device keyboard dictation that performs all processing completely offline
7. Unlimited keyboard dictation (previously limited to 60 seconds per instance)

AMD

RISC Vs. CISC Is the Wrong Lens For Comparing Modern x86, ARM CPUs (extremetech.com) 118

Long-time Slashdot reader Dputiger writes: Go looking for the difference between x86 and ARM CPUs, and you'll run into the idea of CISC versus RISC immediately. But 40 years after the publication of David Patterson and David Ditzel's 1981 paper, "The Case for a Reduced Instruction Set Computer," CISC and RISC are poor top-level categories for comparing these two CPU families.
ExtremeTech writes:
The problem with using RISC versus CISC as a lens for comparing modern x86 versus ARM CPUs is that it takes three specific attributes that matter to the x86 versus ARM comparison — process node, microarchitecture, and ISA — crushes them down to one, and then declares ARM superior on the basis of ISA alone. The ISA-centric argument acknowledges that manufacturing geometry and microarchitecture are important and were historically responsible for x86's dominance of the PC, server, and HPC market. This view holds that when the advantages of manufacturing prowess and install base are controlled for or nullified, RISC — and by extension, ARM CPUs — will typically prove superior to x86 CPUs.

The implementation-centric argument acknowledges that ISA can and does matter, but that historically, microarchitecture and process geometry have mattered more. Intel is still recovering from some of the worst delays in the company's history. AMD is still working to improve Ryzen, especially in mobile. Historically, both x86 manufacturers have demonstrated an ability to compete effectively against RISC CPU manufacturers.

Given the reality of CPU design cycles, it's going to be a few years before we really have an answer as to which argument is superior. One difference between the semiconductor market of today and the market of 20 years ago is that TSMC is a much stronger foundry competitor than most of the RISC manufacturers Intel faced in the late 1990s and early 2000s. Intel's 7nm team has got to be under tremendous pressure to deliver on that node.

Nothing in this story should be read to imply that an ARM CPU can't be faster and more efficient than an x86 CPU.

The Courts

Dell Hit With Fraud Case Over Alienware Area-51m Upgrade Claims (tomshardware.com) 43

A California man has filed for a class action lawsuit against PC manufacturer Dell, claiming that the company "intentionally misled and deceived" buyers of its Alienware Area 51-m R1 gaming laptop, which was advertised to be more upgradeable than other gaming notebooks. From a report: The plaintiff, Robert Felter, who is based in San Francisco, alleges that Dell misleads customers to believe that the laptop would be upgradeable, possibly into future generations of components. The case, Felter v. Dell Technologies, Inc. (3:21-cv-04187) has been filed with the United States District Court in the Northern District of California. The Alienware Area 51-m was announced at CES 2019 and launched soon after. (The complaint claims the announcement was made in the summer of 2019, which is incorrect.). Among the Area 51-m's biggest touted innovations were a user-replaceable CPU and GPU.

At media briefings, Alienware representatives told the press that the CPU could be upgraded as long as it used Intel's Z390 chipset. The laptop used Intel's 9th Gen Core desktop processors, up to the Intel Core i9-9900K. Dell developed separate proprietary Dell Graphics Form Factor (DGFF) modules for the Nvidia graphics. The lawsuit, however, claims that consumers were told that "core components" (meaning the CPU and GPU) could be replaced beyond the current generation of hardware. "Dell's advertisement to the public didn't place any restrictions on the upgradeability of the laptop," lawyer David W. Kani said in an email to Tom's Hardware. "They also never disclosed that those with the highest spec CPU and/or GPU that their device would not be upgradeable."

Businesses

Intel Reiterates Chip Supply Shortages Could Last Several Years (reuters.com) 91

Intel Corp's CEO said on Monday it could take several years for a global shortage of semiconductors to be resolved, a problem that has shuttered some auto production lines and is also being felt in other areas, including consumer electronics. From a report: Pat Gelsinger told a virtual session of the Computex trade show in Taipei that the work-and-study-from-home trend during the COVID-19 pandemic had led to a "cycle of explosive growth in semiconductors" that has placed huge strain on global supply chains. "But while the industry has taken steps to address near term constraints it could still take a couple of years for the ecosystem to address shortages of foundry capacity, substrates and components." Gelsinger had told The Washington Post in an interview in mid-April the shortage was going to take âoea couple of yearsâ to abate, and that it planned to start producing chips within six to nine months to address shortages at U.S. car plants.
Intel

Intel's latest 11th Gen Processor Brings 5.0GHz Speeds To Thin and Light Laptops (theverge.com) 51

Intel made a splash earlier in May with the launch of its first 11th Gen Tiger Lake H-series processors for more powerful laptops, but at Computex 2021, the company is also announcing a pair of new U-series chips -- one of which marks the first 5.0GHz clock speed for the company's U-series lineup of lower voltage chips. From a report: Specifically, Intel is announcing the Core i7-1195G7 -- its new top of the line chip in the U-series range -- and the Core i5-1155G7, which takes the crown of Intel's most powerful Core i5-level chip, too. Like the original 11th Gen U-series chips, the new chips operate in the 12W to 28W range. Both new chips are four core / eight thread configurations, and feature Intel's Iris Xe integrated graphics (the Core i7-1195G7 comes with 96 EUs, while the Core i5-1155G7 has 80 EUs.)

The Core i7-1195G7 features a base clock speed of 2.9GHz, but cranks up to a 5.0GHz maximum single core speed using Intel's Turbo Boost Max 3.0 technology. The Core i5-1155G7, on the other hand, has a base clock speed of 2.5GHz and a boosted speed of 4.5GHz. Getting to 5GHz out of the box is a fairly recent development for laptop CPUs, period: Intel's first laptop processor to cross the 5GHz mark arrived in 2019.

Nintendo

Valve Is Making a Switch-Like Portable Gaming PC (arstechnica.com) 59

An anonymous reader quotes a report from Ars Technica: Video game and hardware studio Valve has been secretly building a Switch-like portable PC designed to run a large number of games on the Steam PC platform via Linux -- and it could launch, supply chain willing, by year's end. Multiple sources familiar with the matter have confirmed that the hardware has been in development for some time, and this week, Valve itself pointed to the device by slipping new hardware-related code into the latest version of Steam, the company's popular PC gaming storefront and ecosystem.

On Tuesday, SteamDB operator Pavel Djundik spotted the change in Steam's code, which pointed to a new device named "SteamPal." The name is a derivative of a previously discovered code term, "Neptune," which began appearing in September of last year and came with a "Neptune Optimized Games" string. At the time, curious code crawlers thought this discovery referred to some type of controller. Technically, that's true. The "SteamPal," whose name we're putting in scare quotes because we do not have confirmation of the device's final name, is an all-in-one PC with gamepad controls and a touchscreen. In other words, it looks and functions like a Nintendo Switch (albeit without removable "Joy-Con" controller functionality).

The SteamPal will [feature] a system on a chip likely coming from either Intel or AMD, not Nvidia. (The aforementioned Switch-like PC manufacturers have leaned on both AMD and Intel for their products.) It's unclear whether Valve will release multiple SKUs to offer customers a choice of power level, battery life, and other specs, as other Switch-like PCs have offered over the past year. At least one SteamPal prototype version is quite wide compared to the Nintendo Switch. This extra width accommodates a slew of control options. No, Valve is likely not slapping an entire QWERTY keyboard onto its system, but the company has packed in a standard array of gamepad buttons and triggers, along with a pair of joysticks and at least one thumb-sized touchpad (in addition to the device's touch-sensitive screen). The SteamPal's touchpad is likely smaller than the pair of touchpads that came standard on every Steam Controller. The SteamPal's Switch-like properties will include the option to "dock" to larger monitors via its USB Type-C port, but I don't have firm details on exactly how that connection will work or whether Valve has any plans for an eventual SteamPal dock.

Data Storage

Apple's Moves Point To a Future With No Bootable Backups, Says Developer (appleinsider.com) 105

The ability to boot from an external drive on an Apple Silicon Mac may not be an option for much longer, with the creation and use of the drives apparently being phased out by Apple, according to developers of backup tools. Apple Insider reports: Mike Bombich, the founder of Bombich Software behind Carbon Copy Cloner, wrote in a May 19 blog post that the company will continue to make bootable backups for both Intel and Apple Silicon Macs, and will "continue to support that functionality as long as macOS supports it." However, with changes in the way a Mac functions with the introduction of Apple Silicon, the ability to use external booting could be limited, in part due to Apple's design decisions.

The first problem is with macOS Big Sur, as Apple made it so macOS resides on a "cryptographically sealed Signed System Volume," which could only be copied by Apple Software Restore. While CCC has experience with ASR, the tool was deemed to be imperfect, with it failing "with no explanation" and operating in a "very one-dimensional" way. The second snag was Apple Fabric, a storage system that uses per-file encryption keys. However, ASR didn't work for months until the release of macOS 11.3 restored it, but even then kernel panics ensued when cloning back to the original internal storage.

In December, Bombich spoke to Apple about ASR's reliability and was informed that Apple was working to resolve the problem. During the call, Apple's engineers also said that copying macOS system files was "not something that would be supportable in the future." "Many of us in the Mac community could see that this was the direction Apple was moving, and now we finally have confirmation," writes Bombich. "Especially since the introduction of APFS, Apple has been moving towards a lockdown of macOS system files, sacrificing some convenience for increased security." [...] While CCC won't drop the ability to copy the System folder, the tool is "going to continue to offer it with a best effort' approach." Meanwhile, for non-bootable data restoration, CCC's backups do still work with the macOS Migration Assistant, available when booting up a new Mac for the first time.

Hardware

Qualcomm Refreshes Snapdragon 7c Chip for PCs and Chromebooks (engadget.com) 17

In late 2019, Qualcomm announced the Snapdragon 8c and 7c, a pair of affordable chips for always-on Windows 10 PCs and Chromebooks. Today, the company is updating the latter of those two SoCs to improve performance. Engadget: The Snapdragon 7c Gen 2 features a Kyro CPU that can achieve clock speeds of up to 2.55GHz. The company claims it delivers 10 percent faster performance than "most competing platforms." Qualcomm likely has processors from Intel's Gemini Lake family in mind here. The company also claims the 7c Gen 2 can deliver up to two times the battery life of its competitors. Outside of the faster CPU, the 7c Gen 2 is more or less the same chip Qualcomm announced in 2019. It features an Adreno 618 GPU and Snapdragon X15 LTE modem. The latter allows the 7c Gen 2 to hit theoretical download speeds of 800 Mbps. As with its predecessor, the chip is designed for education and price-conscious customers. According to Qualcomm, we can expect the first Snapdragon 7c Gen 2 laptops to arrive this summer, with the first models coming from Lenovo.
Bitcoin

Hackers Behind Colonial Pipeline Attack Reportedly Received $90 Million In Bitcoin Before Shutting Down (cnbc.com) 60

An anonymous reader quotes a report from CNBC: DarkSide, the hacker group behind the recent Colonial Pipeline ransomware attack, received a total of $90 million in bitcoin ransom payments before shutting down last week, according to new research. Colonial Pipeline was hit with a devastating cyberattack earlier this month that forced the company to shut down approximately 5,500 miles of pipeline in the United States, crippling gas delivery systems in Southeastern states. The FBI blamed the attack on DarkSide, a cybercriminal gang believed to be based in Eastern Europe, and Colonial reportedly paid a $5 million ransom to the group.

On Friday, London-based blockchain analytics firm Elliptic said it had identified the bitcoin wallet used by DarkSide to collect ransom payments from its victims. The same day, security researchers Intel 471 said DarkSide had closed down after losing access to its servers and as its cryptocurrency wallets were emptied. DarkSide also blamed "pressure from the U.S.," according to a note obtained by Intel 471. In a blog post Tuesday, Elliptic said DarkSide and its affiliates bagged at least $90 million in bitcoin ransom payments over the past nine months from 47 victims. The average payment from organizations was likely $1.9 million, Elliptic said.
"To our knowledge, this analysis includes all payments made to DarkSide, however further transactions may yet be uncovered, and the figures here should be considered a lower bound," said Tom Robinson Elliptic's co-founder and chief scientist.

According to Elliptic, $15.5 million of the $90 million total haul went to DarkSide's developer while $74.7 million went to its affiliates. The majority of the funds are being sent to crypto exchanges, where they can be converted into fiat money, Elliptic added.
Portables (Apple)

Apple Readies MacBook Pro, MacBook Air Revamps With Faster Chips (bloomberg.com) 189

Apple is preparing to release several new Mac laptops and desktops with faster processors, new designs and improved connectivity to external devices, accelerating the company's effort to replace Intel chips and leapfrog rival PC makers. From a report: The overhaul encompasses a broad range of Macs, including Apple's higher-end laptop, the MacBook Pro; the laptop aimed at the mass market, the MacBook Air; and its desktop computers, the Mac Pro, iMac and Mac mini, according to people familiar with the matter. Redesigned MacBook Pros are expected to debut as soon as early this summer, said the people, who requested anonymity to discuss an internal matter, followed by a revamped MacBook Air, a new low-end MacBook Pro and an all-new Mac Pro workstation.

The company is also working on a higher-end Mac mini desktop and larger iMac. The machines will feature processors designed in-house that will greatly outpace the performance and capabilities of the current M1 chips, the people said. Apple plans to launch the redesigned MacBook Pros in 14-inch (code name J314) and 16-inch screen (J316) sizes. They'll have a redesigned chassis, magnetic MagSafe charger and more ports for connecting external drives and devices. Apple is also bringing back the HDMI port and SD card slot, which it nixed in previous versions, sparking criticism from photographers and the like.

Hardware

Framework's Repairable Laptop Is Up For Preorder (techcrunch.com) 75

Framework is one of an increasing number of companies working to address planned obsolescence by creating products that are incredibly customizable and easy to repair. Today, the company's Framework Laptop is up for preorder, starting at $999 and shipping at the end of July. TechCrunch reports: There are three basic configurations -- Base, Performance and Professional, ranging from $999 to $1,999, upgrading from an Intel Core i5, 8GB of Ram and 256GB of storage to a Core i7 and 32GB/1TB. Windows also gets upgraded from Home to Pro at the top level. At $749, the company offers a barebones shell, where users can plug in their own internals.

Other upgrades include: "On top of that, the Framework Laptop is deeply customizable in unique ways. Our Expansion Card system lets you choose the ports you want and which side you want them on, selecting from four at a time of USB-C, USB-A, HDMI, DisplayPort, MicroSD, ultra-fast 250GB and 1TB storage, and more. Magnetic-attach bezels are color-customizable to match your style, and the keyboard language can be swapped too."

AI

GTA 5 Graphics Are Now Being Boosted By Advanced AI At Intel (gizmodo.com) 44

Researchers at Intel Labs have applied machine learning techniques to GTA 5 to make it look incredibly realistic. Gizmodo reports: [I]nstead of training a neural network on famous masterpieces, the researchers at Intel Labs relied on the Cityscapes Dataset, a collection of images of a German city's urban center captured by a car's built-in camera, for training. When a different artistic style is applied to footage using machine learning techniques, the results are often temporally unstable, which means that frame by frame there are weird artifacts jumping around, appearing and reappearing, that diminish how real the results look. With this new approach, the rendered effects exhibit none of those telltale artifacts, because in addition to processing the footage rendered by Grand Theft Auto V's game engine, the neural network also uses other rendered data the game's engine has access to, like the depth of objects in a scene, and information about how the lighting is being processed and rendered.

That's a gross simplification -- you can read a more in-depth explanation of the research here -- but the results are remarkably photorealistic. The surface of the road is smoothed out, highlights on vehicles look more pronounced, and the surrounding hills in several clips look more lush and alive with vegetation. What's even more impressive is that the researchers think, with the right hardware and further optimization, the gameplay footage could be enhanced by their convolutional network at "interactive rates" -- another way to say in real-time -- when baked into a video game's rendering engine.

Wireless Networking

Tech Industry Quietly Patches FragAttacks Wi-Fi Flaws That Leak Data, Weaken Security (theregister.com) 37

An anonymous reader quotes a report from The Register: A dozen Wi-Fi design and implementation flaws make it possible for miscreants to steal transmitted data and bypass firewalls to attack devices on home networks, according to security researcher Mathy Vanhoef. On Tuesday, Vanhoef, a postdoctoral researcher in computer security at New York University Abu Dhabi, released a paper titled, "Fragment and Forge: Breaking Wi-Fi Through Frame Aggregation and Fragmentation" [PDF]. Scheduled to be presented later this year at the Usenix Security conference, the paper describes a set of wireless networking vulnerabilities, including three Wi-Fi design flaws and nine implementation flaws. Vanhoef, who in 2017 along with co-author Frank Piessens identified key reinstallation attacks (KRACKs) on the WPA2 protocol (used to secure Wi-Fi communication), has dubbed his latest research project FragAttacks, which stands for fragmentation and aggregation attacks.

The dozen vulnerabilities affect all Wi-Fi security protocols since the wireless networking technology debuted in 1997, from WEP up through WPA3. [...] In total, 75 devices -- network card and operating system combinations (Windows, Linux, Android, macOS, and iOS) -- were tested and all were affected by one or more of the attacks. NetBSD and OpenBSD were not affected because they don't support the reception of A-MSDUs (aggregate MAC service data units). [...]

Patches for many affected devices and software have already been deployed, thanks to a nine-month-long coordinated responsible disclosure overseen by the Wi-Fi Alliance and the Industry Consortium for Advancement of Security on the Internet (ICASI). Linux patches have been applied and the kernel mailing list note mentions that Intel has addressed the flaws in a recent firmware update without mentioning it. Microsoft released its patches on March 9, 2021 when disclosure was delayed tho Redmond had already committed to publication. Vanhoef advises checking with the vendor(s) of Wi-Fi devices about whether the FragAttacks have been addressed. "[F]or some devices the impact is minor, while for others it's disastrous," he said.

United States

Tech Giants Join Call for Funding Chip Production (reuters.com) 241

Some of the world's biggest chip buyers, including Apple, Microsoft and Alphabet's Google, are joining top chip-makers such as Intel to create a new lobbying group to press for government chip manufacturing subsidies. From a report: The newly formed Semiconductors in America Coalition, which also includes Amazon.com's Amazon Web Services, said Tuesday it has asked U.S. lawmakers to provide funding for the CHIPS for America Act, for which President Joe Biden has asked Congress to provide $50 billion. "Robust funding of the CHIPS Act would help America build the additional capacity necessary to have more resilient supply chains to ensure critical technologies will be there when we need them," the group said in a letter to Democratic and Republican leaders in both houses of the U.S. Congress.

A global chip shortage has hit automakers hard, with Ford Motor saying it could halve second-quarter production. Automotive industry groups have pressed the Biden administration to secure chip supply for car factories. But Reuters last week reported administration officials were reluctant to use a national security law to redirect computer chips to automakers because doing so could hurt other industries. The new coalition includes some of those other chip-consuming industries, with members such as AT&T, Cisco Systems, General Electric, Hewlett Packard Enterprise and Verizon Communications. It cautioned against government actions to favor a single industry such as automakers.

Intel

Intel Unveils Full Tiger Lake-H Processor Line-Up For Higher Performance Laptops (hothardware.com) 39

MojoKid writes: In January, Intel officially announced its Tiger Lake-H mobile platform, but today disclosed full details on the new, higher-end variant of Tiger Lake manufactured using 10nm SuperFIN technology, that brings with it a few significant platform enhancements beyond just its clock speed and core count boost. Intel is refreshing the lineup with higher-power and higher-performance Tiger Lake-H45 processors, with up to 8 physical cores (16 threads). In addition, the CPUs feature 20 reconfigurable PCI Express 4.0 lanes attached directly to the processor, which enable PCIe 4.0 NVMe RAID -- a first for any mobile platform. The platform features all of the latest IO and connectivity technologies, like Killer Wi-Fi 6 / 6E, Thunderbolt 4, and support for Resizable BAR. There are an array of consumer and commercial Tiger Lake-H based 11th Gen Intel Core H-series processors coming down the pipeline. The top-end consumer SKU is the Core i9-11980HK, which is an 8-core / 16-thread processor, with a base clock of 2.6GHz and maximum turbo clock of 5GHz on one or two cores. What also makes this particular processor interesting is that it is fully unlocked and overclockable via Intel's XTU utility. Intel has shipped millions of units volume to laptop OEMs already and expects to have laptops in market from all of the majors this month.
AMD

AMD is Biting at Intel's Server Market Share With Its Largest Gains in Over a Decade (pcgamer.com) 28

An anonymous reader shares a report: The first few months of 2021 have been absolutely massive for AMD and Intel. According to the latest report from Mercury Research, the first three months of 2021 saw the largest yearly increase in shipments of CPUs in a quarter of a century, and second only to the final moments of 2020 in terms of raw volume. You'd be perhaps surprised to learn that Intel has gained a touch in overall x86 market share in Q1 2021, whereas AMD reportedly lost out. There's only a percentage point in it: a 1% gain for Intel and a 1% loss for AMD, though. Far from major gains in either direction.

Mercury Research puts that down to an increase in budget chip shipments for Chipzilla, which tallies with other figures out of the tech giant as of late. But where Intel has gained in mobile processor market share, it loses out marginally in desktop. That's where AMD's Ryzen processors are seemingly crushing it, and despite some difficulty sourcing the top-tier chips, such as the Ryzen 9 5950X and Ryzen 9 5900X, AMD is still managing to make gains within the market predisposed to Intel processors for so long. [...] But perhaps the biggest win in AMD's eyes is the 1.8% increase in server market share quarter to quarter, and 3.8 percent year on year. That means its Epyc processors are selling supremely well against Intel's Xeon chips, and the market that AMD will be most determined to get more of a footing in.

Hardware

'Despite Chip Shortage, Chip Innovation Is Booming' (nytimes.com) 33

The New York Times reports on surprising silver linings of the global chip shortage: Even as a chip shortage is causing trouble for all sorts of industries, the semiconductor field is entering a surprising new era of creativity, from industry giants to innovative start-ups seeing a spike in funding from venture capitalists that traditionally avoided chip makers. Taiwan Semiconductor Manufacturing Company and Samsung Electronics, for example, have managed the increasingly difficult feat of packing more transistors on each slice of silicon. IBM on Thursday announced another leap in miniaturization, a sign of continued U.S. prowess in the technology race. Perhaps most striking, what was a trickle of new chip companies is now approaching a flood.

Equity investors for years viewed semiconductor companies as too costly to set up, but in 2020 plowed more than $12 billion into 407 chip-related companies, according to CB Insights. Though a tiny fraction of all venture capital investments, that was more than double what the industry received in 2019 and eight times the total for 2016. Synopsys, the biggest supplier of software that engineers use to design chip, is tracking more than 200 start-ups designing chips for artificial intelligence, the ultrahot technology powering everything from smart speakers to self-driving cars. Cerebras, a start-up that sells massive artificial-intelligence processors that span an entire silicon wafer, for example, has attracted more than $475 million. Groq, a start-up whose chief executive previously helped design an artificial-intelligence chip for Google, has raised $367 million.

"It's a bloody miracle," said Jim Keller, a veteran chip designer whose resume includes stints at Apple, Tesla and Intel and who now works at the A.I. chip start-up Tenstorrent. "Ten years ago you couldn't do a hardware start-up...."

More companies are concluding that software running on standard Intel-style microprocessors is not the best solution for all problems. For that reason, companies like Cisco Systems and Hewlett Packard Enterprise have long designed specialty chips for products such as networking gear. Giants like Apple, Amazon and Google more recently have gotten into the act. Google's YouTube unit recently disclosed its first internally developed chip to speed video encoding.

And Volkswagen even said last week that it would develop its own processor to manage autonomous driving.

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