Saturday, October 23rd, 2021

Time	Event
3:30a	Intel's Future Now Depends On Making Everyone Else's Chips An anonymous reader quotes a report from Ars Technica, written by Tim De Chant: Over the last year and a half, as the pandemic has everyone turned to their screens, demand has surged for devices (phones and laptops) and cloud services (Netflix and Zoom), all powered by a range of advanced semiconductors. Manufacturers have raced to squeeze more chips out of their fabs, but many were running near their limits before the pandemic. Still, Intel and its competitors didn't rush to build new fabs -- fabs are startlingly expensive, and without continued demand, semiconductor firms are loath to build more. But now, as the global pandemic continues to disrupt supply chains, chipmakers have decided that the current spike in demand isn't going away. Intel's $20 billion investment [to build two new chip factories in Chandler, Arizona] is only one example. Samsung announced in May that it would spend $151 billion over the next decade to boost its semiconductor capacity. TSMC made a similar announcement in April, pledging to invest $100 billion in the next three years alone. The investments required to stay at the leading edge -- where the most advanced chips are made -- has whittled down the number of semiconductor competitors from more than 20 in 2001 to just two today. "There's really only so much room at the leading edge, just because of the huge capital costs involved," said Will Hunt, a research analyst at Georgetown University's Center for Security and Emerging Technology. That cost is driven by the price of the equipment that's required to etch ever-smaller features onto chips. A few years ago, the industry began to use extreme ultraviolet lithography (EUV) to shrink transistor sizes. EUV machines are marvels of physics and engineering, and one tool costs upwards of $120 million. To stay relevant, companies will need to buy a dozen or more annually for the next several years. For those sorts of investments to make sense, semiconductor manufacturers must produce and sell an enormous volume of chips. "When you have volume orders, then you can do yield experiments, you can improve your yield, and yield is everything because that's how you cover your costs," said Willy Shih, a professor of management at Harvard Business School. Which is why Intel, under [Intel CEO Pat Gelsinger], is doing something now that it historically has shunned. "We are now a foundry," Gelsinger said at the Arizona groundbreaking. In the coming years, he said, Intel will "open the doors of our fab wide for the community at large to serve the foundry needs of our customers -- many of them US companies that are dependent on solely having foreign supply sources today." But becoming a leading-edge foundry isn't just about building fabs and telling customers you've got space to make their chips. Gelsinger will have to change Intel's culture and, to some extent, its technology, both of which are deep-seated. "He has to turn a huge ship around," said Robert Maire, president of Semiconductor Advisors. In the coming years, Intel has several challenges to master at once. As the company rolls out a new business model, it also needs to redouble its R&D efforts while still being careful with cash flow. (Intel has fallen so far behind that it now plans to outsource production of its most advanced chips -- and a portion of the profits that accompany them -- to TSMC.) The transition will demand intense focus. "The foundry business could be a distraction," Shih said. At the same time, he added, Apple, Google, Amazon, and other companies are moving away from Intel's standardized chips toward their own customized designs. If Intel doesn't change with the times, it risks being left behind. "There will be many challenges, and there will be tests that will face them," Shih said. "It's going to be hard." Read more of this story at Slashdot. (Comment on this)
10:00a	Audio Tape Interface Revives Microcassettes As Storage Medium Zack Nelson decided to go back in time and add a suitably classic storage medium to a retrocomputing project, in the form of a cassette interface. Hackaday reports: The cassette player he had available was a Pearlcorder L400, which uses the smaller microcassette instead of the familiar audio tapes used in your Walkman or boombox. [Zack] designed the entire thing from the ground up: first he decided to use differential Manchester encoding, which provides immunity against common disturbances like speed variations (which cause wow and flutter). The data is encoded in the frequency range from 1 kHz to 2 kHz, which suits the bandwidth of the cassette player. Next, he designed the interface between the computer and the tape recorder; built from an op-amp and a comparator with a handful of discrete components, it filters the incoming signal and clips it to provide a clean digital signal to be read out directly by the computer. The system is demonstrated by hooking it up to an Arduino Nano, which reads out the data stream at about 3000 baud. The noise it makes should bring back memories to anyone brought up with the "PRESS PLAY ON TAPE" message. Read more of this story at Slashdot. (Comment on this)
9:34p	Egyptian Security Forces Detain Humanoid Robot, Suspecting Espionage The Guardian reports: She has been described as "a vision of the future" who is every bit as good as other abstract artists today, but Ai-Da — the world's first ultra-realistic robot artist — hit a temporary snag before her latest exhibition when Egyptian security forces detained her at customs. Ai-Da is due to open and present her work at the Great Pyramid of Giza on Thursday, the first time contemporary art has been allowed next to the pyramid in thousands of years. But because of "security issues" that may include concerns that she is part of a wider espionage plot, both Ai-Da and her sculpture were held in Egyptian customs for 10 days before being released on Wednesday, sparking a diplomatic fracas... According to Aidan Meller, the human force behind Ai-Da, border guards detained Ai-Da at first because she had a modem, and then because she had cameras in her eyes (which she uses to draw and paint). "I can ditch the modems, but I can't really gouge her eyes out," he said. She was finally cleared through customs on Wednesday evening, hours before the exhibition was due to start, with the British embassy in Cairo saying they were "glad" the case had been resolved... Meller, an Oxford gallerist, said he always hoped his project would prompt debate about the rapid rise of AI technology. "She is an artist robot, let's be really clear about this. She is not a spy. People fear robots, I understand that. But the whole situation is ironic, because the goal of Ai-Da was to highlight and warn of the abuse of technological development, and she's being held because she is technology. Ai-Da would appreciate that irony, I think." Read more of this story at Slashdot. (Comment on this)

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