Intel

Intel's New 14th Gen CPUs Get a Boost To Gaming Performance With APO Feature (theverge.com) 34

Intel's latest 14th Gen chips aren't a huge improvement over the 13th Gen in gaming performance, but a new Intel Application Optimization (APO) feature might just change that. From a report: Intel's new APO app simply runs in the background, improving performance in games. It offers impressive boosts to frame rates in games that support it, like Tom Clancy's Rainbow Six Siege and Metro Exodus. Intel Application Optimization essentially directs application resources in real time through a scheduling policy that fine-tunes performance for games and potentially even other applications in the future.

It operates alongside Intel's Thread Director, a technology that's designed to improve how apps and games are assigned to performance or efficiency cores depending on the performance needs. The result is some solid gains to performance in certain games, with one Reddit poster seeing a 200fps boost in Rainbow Six Siege at 1080p. "Not all games benefit from APO," explained Intel VP Roger Chandler in a press briefing ahead of the 14th Gen launch. "As we test and verify games we will add those that benefit the most, so gamers can get the best performance from their systems."

Desktops (Apple)

Apple Announces October 30 Event With Focus On 'M3 Series MacBook Pro' (macrumors.com) 31

Apple has announced a Mac event for October 30th with the caption "Scary Fast." According to analyst Ming-Chi Kuo, the company is expected to focus on the M3 series MacBook Pro models. MacRumors reports: Kuo's wording suggests that he is expecting multiple M3 chips rather than just a single M3 chip, hinting at the possibility of M3, M3 Pro, and M3 Max chips. If Apple does release M3, M3 Pro, and M3 Max chips at once, we can expect to see the new chips introduced in 13-inch, 14-inch, and 16-inch MacBook Pro models. Kuo says that he previously predicted that Apple would not likely introduce new MacBook Pro models in 2023 because of "limited 4Q 23 shipments," and if new MacBook Pros do come out in November or December, the tight supply will last until the first quarter of 2024. Kuo further says that Mac shipments have declined due to the "limited M2 computing power upgrade," which may be the reason why Apple might launch M3 MacBook Pro models with low production volume.

Bloomberg's Mark Gurman also says that Apple has been testing M3 Max and M3 Pro MacBook Pro models, suggesting that these machines are going to be refreshed. Gurman just last week claimed that Apple would not update the 14-inch and 16-inch MacBook Pro models with M3 Pro and M3 Max chips until early 2024, so it seems that his predictions have since changed. That Kuo and Gurman are both now suggesting that we'll see 14-inch and 16-inch MacBook Pro models at Apple's October event comes as a surprise because much of their prior information pointed toward a 2024 refresh for these devices.

Gurman maintains that Apple will not refresh the MacBook Air models, Mac mini, Mac Studio, or Mac Pro at this time, which leaves the iMac, 13-inch MacBook Pro, 14-inch MacBook Pro, and 16-inch MacBook Pro for the October event. As Gurman has previously pointed out, these are the machines that are facing extended shipping times in Apple's online store.
You can watch the event live via Apple's website starting at 5 p.m. PT on October 30th.

Further reading: Apple To Revamp TV App in Step Toward Simplifying Video Services
Technology

Qualcomm's Snapdragon X Elite Chips Promise Major PC Performance (pcworld.com) 9

Qualcomm unveiled a new laptop processor designed to outperform rival products from Intel and Apple on Tuesday, stepping up its long-running effort to break into the personal computer market. From a report: Qualcomm formally launched the Snapdragon X Elite, the flagship platform of its Snapdragon X family that leverages its Oryon CPU core, and promises to double -- yes, double -- the performance of some of the most popular 13th-gen Core chips from AMD and Intel. Sound familiar? It should. Qualcomm promised the same with its earlier Snapdragon 8-series chips, and really didn't deliver. But after buying chip designer Nuvia in 2021, Qualcomm is trying again, hoping that its superpowered Arm chips can once again make Windows on Arm PCs a competitor to conventional X86 PCs when they launch in mid-2024. And they'e talking some big numbers to prove it.

Qualcomm sees Oryon first going into PCs (as the engine of the Snapdragon X Elite platform) but then moving into smartphones, cars, "extended reality" devices, and more, Qualcomm chief executive Cristiano Amon is expected to say today. [...] To begin with, Qualcomm's Snapdragon X Elite is manufactured on a 4nm process node, versus the Intel 4 process node of Intel's Meteor Lake. (The two process technologies aren't directly comparable, though they're close enough for most purposes.) Oryon is a tri-cluster design. Historically, that has meant prime, performance, and efficiency cores, with each type of core taking on their own role depending upon the task. However, it appears that Qualcomm and its X86 rivals may have swapped strategies; as Intel adopts performance and efficiency cores, Qualcomm has chosen AMD's path. There are twelve cores within the Snapdragon X Elite, all running at 3.8GHz. Well, most of the time. If needed one or two of the cores can boost to 4.3GHz, the turbo boost strategy that's become common on the PC. The 64-bit Oryon CPU will be paired with 42Mbytes of total cache, and a memory controller that can access eight channels of LPDDR5x memory (64GB in total) with 130GBps memory bandwidth, executives said. It will be a single die, not a chiplet design.

AMD

Nvidia To Make Arm-Based PC Chips (reuters.com) 42

According to Reuters, Nvidia is designing ARM-based processors that would run Microsoft's Windows operating system. While they're not expected to be ready until 2025, it poses a major new challenge to Intel which has long dominated the PC industry. From the report: The AI chip giant's new pursuit is part of Microsoft's effort to help chip companies build Arm-based processors for Windows PCs. Microsoft's plans take aim at Apple, which has nearly doubled its market share in the three years since releasing its own Arm-based chips in-house for its Mac computers, according to preliminary third-quarter data from research firm IDC. Advanced Micro Devices also plans to make chips for PCs with Arm technology, according to two people familiar with the matter. Nvidia and AMD could sell PC chips as soon as 2025, one of the people familiar with the matter said. Nvidia and AMD would join Qualcomm, which has been making Arm-based chips for laptops since 2016. At an event on Tuesday that will be attended by Microsoft executives, including vice president of Windows and Devices Pavan Davuluri, Qualcomm plans to reveal more details about a flagship chip that a team of ex-Apple engineers designed, according to a person familiar with the matter.

Nvidia, AMD and Qualcomm's efforts could shake up a PC industry that Intel long dominated but which is under increasing pressure from Apple. Apple's custom chips have given Mac computers better battery life and speedy performance that rivals chips that use more energy. Executives at Microsoft have observed how efficient Apple's Arm-based chips are, including with AI processing, and desire to attain similar performance, one of the sources said. Microsoft has been encouraging the involved chipmakers to build advanced AI features into the CPUs they are designing. The company envisions AI-enhanced software such as its Copilot to become an increasingly important part of using Windows. To make that a reality, forthcoming chips from Nvidia, AMD and others will need to devote the on-chip resources to do so.
"Microsoft learned from the 90s that they don't want to be dependent on Intel again, they don't want to be dependent on a single vendor," said Jay Goldberg, chief executive of D2D Advisory, a finance and strategy consulting firm. "If Arm really took off in PC (chips), they were never going to let Qualcomm be the sole supplier."
United States

White House Announces 31 Tech Hubs To Improve American Competitiveness (nbcnews.com) 23

The White House on Monday announced it is designating 31 technology hubs in an effort to improve American competitiveness in the technology sector. The hubs will be able to compete for $40 million to $75 million each in grants, the White House said. From a report: A tech hub designation is "a strong endorsement of a region's plan to supercharge a critical technology ecosystem and become a global leader over the next decade," the U.S. Economic Development Administration said on its website. The move was authorized under the CHIPS and Science Act, the White House said, which President Joe Biden frequently touts as a highlight of his economic agenda. The act, which the president signed in August 2022, aimed to improve semiconductor manufacturing and supply chains in the U.S. It also authorized $10 billion to invest in technology hubs nationwide, according to the administration.

"These Tech Hubs will catalyze investment in technologies critical to economic growth, national security, and job creation, and will help communities across the country become centers of innovation critical to American competitiveness," the White House said in a news release. The hubs focus on a wide range of technological areas, including quantum computing, artificial intelligence, clean energy, medicine and biotechnology. The location of the hubs spans 32 states and Puerto Rico and include areas with a tribal government, coal communities and states with smaller populations, according to the U.S. Economic Development Administration.

China

China Restricts Exports of Graphite As It Escalates a Global Tech War (cnn.com) 51

An anonymous reader quotes a report from CNN: China has unveiled plans to restrict exports of graphite -- a mineral crucial to the manufacture of batteries for electric vehicles (EVs) -- on national security grounds, the Ministry of Commerce and the General Administration of Customs said Friday. The announcement comes just days after the United States imposed additional limits on the kinds of semiconductors that American companies can sell to Chinese firms. China, which dominates the world's production and processing of graphite, says export permits will be needed, starting in December, for synthetic graphite material -- including high-purity, high-strength and high-density versions -- as well as for natural flake graphite. [...]

According to the US Geological Survey (PDF), the market for graphite used in batteries has grown 250% globally since 2018. China was the world's leading graphite producer last year, accounting for an estimated 65% of global production, it said. Besides EVs, graphite is commonly used in the semiconductor, aerospace, chemical and steel industries. The export curbs were announced as China faces pressure from multiple governments over its commercial and trade practices. For more than a year, it has been embroiled in a tech war with the United States and its allies in Europe and Asia over access to advanced chips and chipmaking equipment.
"At the moment both China and Western countries are engaged in a tit for tat, highlighting how protectionist measures often spread. Newton's third law that every action causes a reaction applies here, too," said Stefan Legge, head of tax and trade policy research at the University of St Gallen in Switzerland.

"At the same time, both sides of the dispute also realize how costly it is if geopolitics trumps economics," he added.
United States

US Chip Curbs Give Huawei a Chance To Fill the Nvidia Void In China (reuters.com) 23

An anonymous reader quotes a report from Reuters: U.S. measures to limit the export of advanced artificial intelligence (AI) chips to China may create an opening for Huawei to expand in its $7 billion home market as the curbs force Nvidia to retreat, analysts say. While Nvidia has historically been the leading provider of AI chips in China with a market share exceeding 90%, Chinese firms including Huawei have been developing their own versions of Nvidia's best-selling chips, including the A100 and the H100 graphics processing units (GPU).

Huawei's Ascend AI chips are comparable to Nvidia's in terms of raw computing power, analysts and some AI firms such as China's iFlyTek say, but they still lag behind in performance. Jiang Yifan, chief market analyst at brokerage Guotai Junan Securities, said another key limiting factor for Chinese firms was the reliance of most projects on Nvidia's chips and software ecosystem, but that could change with the U.S. restrictions. "This U.S. move, in my opinion, is actually giving Huawei's Ascend chips a huge gift," Jiang said in a post on his social media Weibo account. This opportunity, however, comes with several challenges.

Many cutting edge AI projects are built with CUDA, a popular programming architecture Nvidia has pioneered, which has in turn given rise to a massive global ecosystem that has become capable of training highly sophisticated AI models such as OpenAI's GPT-4. Huawei own version is called CANN, and analysts say it is much more limited in terms of the AI models it is capable of training, meaning that Huawei's chips are far from a plug-and-play substitute for Nvidia. Woz Ahmed, a former chip design executive turned consultant, said that for Huawei to win Chinese clients from Nvidia, it must replicate the ecosystem Nvidia created, including supporting clients to move their data and models to Huawei's own platform. Intellectual property rights are also a problem, as many U.S. firms already hold key patents for GPUs, Ahmed said. "To get something that's in the ballpark, it is 5 or 10 years," he added.

Hardware

First Mini-PC With Solid-State Active Cooling System Launches (newatlas.com) 19

Chinese multinational Zotac has announced a mini-PC built around two solid-state active cooling chips called the AirJet Pro and AirJet Mini. They're designed by a company called Frore Systems. New Atlas reports: The AirJet tech is described as a self-contained active heat sink featuring membranes inside that vibrate at ultrasonic frequency, generating "a powerful flow of air" that's pushed through vents at the top of the unit. These "high-velocity pulsating jets" remove heat from the processor and push it out through an integrated spout. Back at Computex 2023 in May, Zotac's new Zbox mini-PC was announced as the first recipient of Frore's cooling technology, in the shape of two near-silent AirJet Minis. Now The Zbox PI430AJ has launched to "select regions." Zotac reckons that the active cooling modules can only be heard if the user places an ear against the Zbox's housing.

The processor of choice for this "world's first" device is an Intel Core i3-N300 octacore chip that can clock up to 3.8 GHz. This features integrated UHD graphics, and is supported by 8 GB of LPDDR5 RAM. The Windows flavor comes with 512 GB of SSD storage, while users who opt for the barebones version will need to install their own. The 114.8 x 76 x 23.8-mm (4.52 x 2.99 x 0.95-in) mini-PC sports two USB 3.2 Type-A ports plus one USB-C, HDMI and DisplayPort, Ethernet LAN and a combo headphone/microphone jack. Bluetooth 5.2 and Wi-Fi 6 are cooked in for wireless needs.

Security

There's a New Way To Flip Bits in DRAM, and It Works Against the Latest Defenses (arstechnica.com) 44

An anonymous reader shares a report: In 2015, researchers reported a surprising discovery that stoked industry-wide security concerns -- an attack called RowHammer that could corrupt, modify, or steal sensitive data when a simple user-level application repeatedly accessed certain regions of DDR memory chips. In the coming years, memory chipmakers scrambled to develop defenses that prevented the attack, mainly by limiting the number of times programs could open and close the targeted chip regions in a given time. Recently, researchers devised a new method for creating the same types of RowHammer-induced bitflips even on a newer generation of chips, known as DDR4, that have the RowHammer mitigations built into them. Known as RowPress, the new attack works not by "hammering" carefully selected regions repeatedly, but instead by leaving them open for longer periods than normal. Bitflips refer to the phenomenon of bits represented as ones change to zeros and vice versa.

Further amplifying the vulnerability of DDR4 chips to read-disturbance attacks -- the generic term for inducing bitflips through abnormal accesses to memory chips -- RowPress bitflips can be enhanced by combining them with RowHammer accesses. Curiously, raising the temperature of the chip also intensifies the effect. "We demonstrate a proof of concept RowPress program that can cause bitflips in a real system that already employs protections against RowHammer," Onur Mutlu, a professor at ETH Zurich and a co-author of a recently published paper titled RowPress: Amplifying Read Disturbance in Modern DRAM Chips [PDF], wrote in an email. "Note that this is not in itself an attack. It simply shows that bitflips are possible and plenty, which can easily form the basis of an attack. As many prior works in security have shown, once you can induce a bitflip, you can use that bitflip for various attacks."

AMD

AMD's Monstrous Threadripper 7000 CPUs Aim For Desktop PC Dominance (pcworld.com) 62

AMD's powerhouse Threadripper chips are back for desktop PCs. Despite declaring the end of consumer Threadripper chips last generation, AMD announced three new Ryzen Threadripper 7000-series chips on Thursday, with up to 64 cores and 128 threads -- and the option of installing a "Pro"-class Threadripper 700 WX series for a massive 96 cores and 192 threads, too. PCWorld: Take a deep breath, though. The underlying message is the same as when AMD released the Threadripper 3970X back in 2019: these chips are for those who live and breathe video editing and content creation, and are optimized for such. Nevertheless, they almost certainly represent the most powerful CPU you can buy on a desktop, for whatever purpose.

The key differences between the older workstation-class Threadripper 5000 series and these new 7000-class processors are simple: AMD has brought forward its Zen 4 architecture into Threadripper alongside a higher core count, faster boost frequencies, and a generational leap ahead to PCI Express 5.0. Consumers will need new motherboards, though, as the new "TRX50" consumer Threadripper platform uses the new AMD TRX50 HEDT (high-end desktop) chipset and sTR5 socket. And did we mention they consume (gulp) 350W of power? In some ways, though, the new Threadripper 7980X, 7970X, and 7960X consumer Threadripper offerings are familiar. They stick with AMD's tried-and-true 64-core configuration, the same as the Threadripper 5000 series, moving down to 24 cores. The 12- and 16-core configurations have been trimmed off from the prior generation.

Android

Qualcomm Announces First-ever Mass-market RISC-V Android SoC (arstechnica.com) 17

The Android ecosystem is hurtling toward a RISC-V future. From a report: The puzzle pieces for the up-and-coming CPU architecture started falling into place this past year when Google announced official RISC-V support in Android and plans to make it a "tier 1 platform" on equal footing with Arm. With the OS support underway, what we need now is hardware, and Qualcomm is stepping up to announce the first-ever mass-market RISC-V Android SoC. It doesn't have a name yet, but Qualcomm says it's developing a "RISC-V Snapdragon Wear" chip in collaboration with Google. The company says it plans to "commercialize the RISC-V based wearables solution globally including the US." For Google and Qualcomm, this chip represents everyone's first swing at a commercial RISC-V Android project, and as far as we can tell, it's the first announced mass-market RISC-V Android chip ever. Qualcomm says the groundwork it and Google lay out "will help pave the way for more products within the Android ecosystem to take advantage of custom CPUs that are low power and high performance."

RISC-V represents a big threat to the Arm CPU architecture that currently dominates all mobile devices. RISC-V architecture is open source, which can make it cheaper and more flexible than Arm. If companies want to design their own chips, they can do that without paying a licensing fee to Arm. Since the architecture is open source, it's possible to create a fully open source chip. If you're a chip-design firm, you can make your own proprietary chip designs and license them, making you a competitor to Arm's chip-design business. RISC-V is also a way to sidestep all of the various problems with Arm.

United States

US Tightens Curbs on AI Chip Exports To China, Widening Rift With US Businesses (wsj.com) 21

The Biden administration is tightening restrictions on China's ability to buy advanced semiconductors, fueling friction with U.S. businesses that sell to the vast Chinese market. From a report: The Commerce Department on Tuesday said it would significantly constrict exports of artificial-intelligence chips, making it tougher for U.S. companies Nvidia and Intel to sell existing products in China -- or to introduce new chips to circumvent the rules. The move aims to close perceived loopholes in export controls announced a year ago, which themselves had faced strong opposition from the global semiconductor industry and escalated tensions with Beijing.

The goal, Commerce Secretary Gina Raimondo told reporters, is to limit China's "access to advanced semiconductors that could fuel breakthroughs in artificial intelligence and sophisticated computers." The chips are critical to Chinese military applications, she said, a nod to concerns that the U.S. could fall behind China in key defense technologies. The updated rules significantly expand the U.S. government's authority to determine what products U.S. companies can and can't sell in the name of national security. Shipments of high-end AI chips, including those developed by Nvidia and Intel for the Chinese market, are banned without a license. And "gray zone" chips just below those thresholds will now require notification to the government, which can then deny their sales.

AI

Baidu Says Its AI as Good as ChatGPT in Big Claim for China (bloomberg.com) 16

Baidu's founder Robin Li declared his company's large language model has finally caught up with OpenAI's advanced GPT-4, claiming the lead in his country's race to develop AI that can rival the US. From a report: The billionaire took the stage in Beijing Tuesday to run Ernie 4.0 through a Q&A designed to showcase its ability to provide answers and solve complicated puzzles on the fly. Ernie has matched OpenAI's seminal product in terms of sophistication and general capabilities, Li told a packed house at a converted steel mill that now serves as an auditorium. The marquee Ernie chatbot now surpassed 45 million users -- a milestone that still lags ChatGPT's estimated 180 million, though the US bot launched months earlier. China's search leader, often referred to as a homegrown equivalent to Google, is pinning its hopes on AI to help it surpass rivals from Alibaba Group Holding Ltd. to Tencent that control the rest of the internet.

Baidu is leading a wave of aggressive investment across China after ChatGPT demonstrated the disruptive potential of generative AI -- which can craft video and content from simple commands. It's regarded as a leader in a race with local big tech firms and scores of startups to create a next-generation platform for the world's biggest internet market. They're trying to compete with American names from Microsoft to Google to create services like ChatGPT and Dall-E, but US sanctions on Chinese access to the most advanced chips to train and run AI models, coupled with Beijing's stringent censorship, could cloud their prospects. Washington is tightening curbs on shipments of AI chips to the country, stoking that uncertainty. "Ernie is not inferior in any respect to GPT-4," Li told the audience.

Intel

Intel Unveils 14th-gen 'Raptor Lake Refresh' CPUs With Speeds Up To 6GHz (pcworld.com) 36

Intel's latest 14th-gen Core desktop processors, "Raptor Lake Refresh," do away with the AI NPU and complex tiling system inside the recent 14th-gen "Meteor Lake" mobile chips. But AI is being used here, specifically to assist what gamers care about: improving game performance and CPU clock speeds. From a report: As expected, Intel's "refreshed" Raptor Lake chips offer modest performance improvements over their predecessors, while ushering in eventual platform upgrades like Thunderbolt 5. But there are boosts, such as a tweaked Intel 7 process that pushes turbo clock speeds up to 6GHz with the new Core i9-14900K and a new "Application Performance Optimization (APO)" feature that appears to optimize the CPU for a particular game.

But -- and this is important, given inflation -- Intel is holding pricing (almost) steady. Prices in Intel's 14th-gen Core desktop S-series line will range from $589 for the 24-core, 32-thread Core i9-14900K down to the $294 14-core, 20-thread Core i5-1400KF, for a total of six new processors. This is the third straight generation in which Intel has left its processor prices virtually unchanged, including the 13th-gen Raptor Lake and the 12th-gen Alder Lake chip, whose slowest chip was priced at $264. Perhaps not surprisingly, Intel's not offering many direct generation-over-generation comparisons with its own processors, though it selected a few content-creation benchmarks to highlight with its Core i7-14700K. There, performance improvements range from 3 percent (Adobe Lightroom) to 18 percent (Autodesk). According to Roger Chandler, vice president and general manager of Intel's enthusiast PC and workstation business, the Core i7 features the best multithreaded performance on a Core i7 ever. Intel executives said the chipmaker had about 130 partners and customers for the 13th-gen launch, and expect the same for the debut of the 14th-gen Raptor Lake Refresh chips.

AI

Startup Aims to Build Hundreds of Chip Factories with Prefab Parts and AI (fastcompany.com) 28

"To meet the world's growing hunger for chips, a startup wants to upend the costly semiconductor fabrication plant with a nimbler, cheaper idea..." reports Fast Company, "an AI-enabled chip factory that can be assembled and expanded modularly with prefab pieces, like high-tech Lego bricks."

In other words, they want to enable what is literally a fast company... "We're democratizing the ownership of semiconductor fabs," says Matthew Putman, referring to chip fabrication plants. Putman is the founder and CEO of Nanotronics, a New York City-based industrial AI company that deploys advanced optical solutions for detecting defects in manufacturing procedures. Its new system, called Cubefabs, combines its modular inspection tools and other equipment with AI, allowing the proposed chip factories to monitor themselves and adapt accordingly — part of what Putman calls an "autonomous factory." The bulk of the facility can be preassembled, flat-packed and put in shipping containers so that the facilities can be built "in 80% of the world," says Putman.

Eventually, the company envisions hundreds of the flower-shaped fabs around the world, starting with a prototype in New York or Kuwait that it hopes to start building by the end of the year... Nanotronics says a single Cubefab installation could start at one acre with a single fab, and grow to a four-fab, six-acre footprint. Each fab could be built in under a year, the company says, with a four-fab installation estimated to cost under $100 million. Nanotronics declined to disclose how much it has raised for the project, but Putman says the company has previously raised $170 million from investors, including Peter Thiel and Jann Tallin, the Skype cofounder...

A single automated Cubefab will need only about 30 people to operate, "and they don't have to be semiconductor experts," says Putman. "AI takes away that need for that specialization that you would normally need in a fab." [...] Putman also hopes automation will help further reduce the environmental impact of an industry that's notoriously resource-intensive and produces thousands of tons of waste a year, much of it hazardous. "Because you have the AI fixing the material and the device before it's manufactured, you have less waste of the final material," he says.

Thanks to Slashdot reader tedlistens for sharing the news.
Technology

Canon Begins Selling Chip Machines To Rival World's Best by ASML (bloomberg.com) 23

Canon has begun selling its nanoimprint semiconductor manufacturing systems, seeking to claw back market share by positioning the technology as a simpler and more attainable alternative to the leading-edge tools of today. From a report: The Tokyo-based company's new chipmaking machines can produce circuits equivalent to 5-nanometer scale when using extreme ultraviolet lithography (EUV), a field dominated by industry leader ASML Holding NV. Canon expects its device to reach next-generation 2nm production with further advances and improvements, it said in a statement on Friday. Like domestic peer Nikon Corp., Canon has fallen far behind ASML in the EUV race, but its nanoimprint lithography approach may help it close the gap.

Canon's machinery may also add a new front in the US-China trade war, as the import of EUV machines -- so far the only reliable method for fabricating 5nm chips and smaller -- into China is prohibited by trade sanctions. The Japanese firm's technique skips photolithography altogether and instead impresses the desired circuit pattern onto the silicon wafer. Because of its novelty, it's unlikely to be expressly forbidden by existing trade curbs.

IT

Qualcomm Will Try To Have Its Apple Silicon Moment in PCs With 'Snapdragon X' (arstechnica.com) 32

Qualcomm's annual "Snapdragon Summit" is coming up later this month, and the company appears ready to share more about its long-planned next-generation Arm processor for PCs. ArsTechnica: The company hasn't shared many specifics yet, but yesterday we finally got a name: "Snapdragon X," which is coming in 2024, and it may finally do for Arm-powered Windows PCs what Apple Silicon chips did for Macs a few years ago (though it's coming a bit later than Qualcomm had initially hoped). Qualcomm has been making chips for PCs for years, most recently the Snapdragon 8cx Gen 3 (you might also know it as the Microsoft SQ3, which is what the chip is called in Surface devices). But those chips have never quite been fast enough to challenge Intel's Core or AMD's Ryzen CPUs in mainstream laptops. Any performance deficit is especially noticeable because many people will run at least a few apps designed for the x86 version of Windows, code that needs to be translated on the fly for Arm processors.

So why will Snapdragon X be any different? It's because these will be the first chips born of Qualcomm's acquisition of Nuvia in 2021. Nuvia was founded and staffed by quite a few key personnel from Apple's chipmaking operation, the team that had already upended a small corner of the x86 PC market by designing the Apple M1 and its offshoots. Apple had sued Nuvia co-founder and current Qualcomm engineering SVP Gerard Williams for poaching Apple employees, though the company dropped the suit without comment earlier this year. The most significant change from current Qualcomm chips will be a CPU architecture called Oryon, Qualcomm's first fully custom Arm CPU design since the original Kryo cores back in 2015. All subsequent versions of Kryo, from 2016 to now, have been tweaked versions of off-the-shelf Arm Cortex processors rather than fully custom designs. As we've seen in the M1 and M2, using a custom design with the same Arm instruction set gives chip designers the opportunity to boost performance for everyday workloads while still maintaining impressive power usage and battery life.

Businesses

Samsung Expected To Report 80% Profit Plunge As Losses Mount At Chip Business (cnbc.com) 9

According to analyst forecasts, Samsung Electronics is expected to report a nearly 80% plunge in earnings in the third quarter. CNBC reports: The South Korean technology giant will issue earnings guidance on Wednesday. Analysts polled by LSEG expect operating profit of 2.3 trillion Korean won ($1.7 billion) for the September quarter, a 78.7% year-on-year decline. Revenue is expected to come in at 67.8 trillion won, a fall of 11.6%, according to LSEG consensus forecasts.

Samsung's semiconductor business -- typically the company's cash cow -- is expected to post a more than 3 trillion won loss for the third quarter, according to analyst forecasts, as it continues to face headwinds. Memory chip prices have fallen dramatically this year due to a glut caused by oversupply and low demand for end products like smartphones and laptops. This has hit Samsung's profits hard. In its last earnings reports in July, the company predicted a pick-up in demand for chips in the second half of the year, although this does not appear to be playing out as fast as many had hoped.

The tech giant has cut production in a bid to help shore up prices, though the effect is not likely to be seen in the third-quarter results. Daiwa Capital Markets said in a note earlier this month that it expects Samsung earnings to miss consensus estimates "due to the higher cost burden from the memory production cut and ongoing soft demand" for its chip manufacturing unit, known as the foundry business. Daiwa analyst SK Kim sees operating profit for the third quarter at 1.65 trillion won, much lower than the average analyst estimate of 2.3 trillion won.

Technology

RISC-V Group Says Restrictions on Open Technology Would Slow Innovation 29

The chief executive of RISC-V International says that possible government restrictions on the open-source technology will slow down the development of new and better chips, holding back the global technology industry. From a report: The comments come after Reuters last week reported that a growing group of U.S. lawmakers are calling on the Biden administration to impose export control restrictions around RISC-V, the open-source technology overseen by the RISC-V International nonprofit foundation. RISC-V technology can be used as an ingredient to create chips for smartphones or artificial intelligence. Major U.S. firms such as Qualcomm and Alphabet's Google have embraced RISC-V, but so too have Chinese firms such as Huawei, which the U.S. lawmakers argue constitutes a national security concern.

In a blog post, Calista Redmond, chief of RISC-V International, which coordinates work among companies on the technology, said RISC-V is no different than other open technology standards like Ethernet, which helps computers on the internet talk with each other. "Contemplated actions by governments for an unprecedented restriction in open standards will have the consequence of diminished access to the global marketplace of products, solutions, and talent," Redmond wrote. "Bifurcating on the standards level would lead to a world of incompatible solutions that duplicate effort and close off markets."
Supercomputing

Europe's First Exascale Supercomputer Will Run On ARM Instead of X86 (extremetech.com) 40

An anonymous reader quotes a report from ExtremeTech: One of the world's most powerful supercomputers will soon be online in Europe, but it's not just the raw speed that will make the Jupiter supercomputer special. Unlike most of the Top 500 list, the exascale Jupiter system will rely on ARM cores instead of x86 parts. Intel and AMD might be disappointed, but Nvidia will get a piece of the Jupiter action. [...] Jupiter is a project of the European High-Performance Computing Joint Undertaking (EuroHPC JU), which is working with computing firms Eviden and ParTec to assemble the machine. Europe's first exascale computer will be installed at the Julich Supercomputing Centre in Munich, and assembly could start as soon as early 2024.

EuroHPC has opted to go with SiPearl's Rhea processor, which is based on ARM architecture. Most of the top 10 supercomputers in the world are running x86 chips, and only one is running on ARM. While ARM designs were initially popular in mobile devices, the compact, efficient cores have found use in more powerful systems. Apple has recently finished moving all its desktop and laptop computers to the ARM platform, and Qualcomm has new desktop-class chips on its roadmap. Rhea is based on ARM's Neoverse V1 CPU design, which was developed specifically for high-performance computing (HPC) applications with 72 cores. It supports HBM2e high-bandwidth memory, as well as DDR5, and the cache tops out at an impressive 160MB.
The report says the Jupiter system "will have Nvidia's Booster Module, which includes GPUs and Mellanox ultra-high bandwidth interconnects," and will likely include the current-gen H100 chips. "When complete, Jupiter will be near the very top of the supercomputer list."

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