Friday, April 26th, 2024

Time	Event
12:41a	Seagate Joins the HDD Price Hike Party, Blames AI for Spike in Demand Seagate has joined Western Digital in increasing the prices of hard drives, with rising demand due to the huge data requirements of AI taking the blame. AI is also behind a rapid growth in orders for Enterprise solid state drives. From a report: One of the big three makers of traditional rotating hard disk drives, Seagate informed customers that it is increasing prices effective immediately for new orders, but also for any changes to orders that are "over and above" previously committed volumes. This was disclosed in a letter from the company seen by analyst Trendforce, and comes just a couple of weeks after rival manufacturer Western Digital sent out a similar letter to customers informing them of price hikes. According to Trendforce, the cause of the issue is two-fold: rising demand for high-capacity HDD products driven by the current craze for all things AI, and reduced production by hard drive manufacturers that means they are unable to meet the demand, leading to soaring prices. The rising demand comes from AI training requiring huge volumes of data: OpenAI's GPT-3 model is said to have been trained using 45TB of data, which may have been surpassed for newer models. And while flash-based SSDs boast high-speed and low-latency, storing everything in flash would still be costly. Seagate launched a 30TB hard drive line last year. Hard drive production was cut by as much as 20 percent over the last two years or so because of falling orders during the pandemic, and now manufacturers are unprepared for a sudden uptick in demand. Read more of this story at Slashdot. (Comment on this)
3:30a	TSMC Unveils 1.6nm Process Technology With Backside Power Delivery An anonymous reader quotes a report from Tom's Hardware: TSMC announced its leading-edge 1.6nm-class process technology today, a new A16 manufacturing process that will be the company's first Angstrom-class production node and promises to outperform its predecessor, N2P, by a significant margin. The technology's most important innovation will be its backside power delivery network (BSPDN). Just like TSMC's 2nm-class nodes (N2, N2P, and N2X), the company's 1.6nm-class fabrication process will rely on gate-all-around (GAA) nanosheet transistors, but unlike the current and next-generation nodes, this one uses backside power delivery dubbed Super Power Rail. Transistor and BSPDN innovations enable tangible performance and efficiency improvements compared to TSMC's N2P: the new node promises an up to 10% higher clock rate at the same voltage and a 15%-20% lower power consumption at the same frequency and complexity. In addition, the new technology could enable 7%-10% higher transistor density, depending on the actual design. The most important innovation of TSMC's A16 process, which was unveiled at the company's North American Technology Symposium 2024, is the introduction of the Super Power Rail (SPR), a sophisticated backside power delivery network (BSPDN). This technology is tailored specifically for AI and HPC processors that tend to have both complex signal wiring and dense power delivery networks. Backside power delivery will be implemented into many upcoming process technologies as it allows for an increase in transistor density and improved power delivery, which affects performance. Meanwhile, there are several ways to implement a BSPDN. TSMC's Super Power Rail plugs the backside power delivery network to each transistor's source and drain using a special contact that also reduces resistance to get the maximum performance and power efficiency possible. From a production perspective, this is one of the most complex BSPDN implementations and is more complex than Intel's Power Via. Volume production of A16 is slated for the second half of 2026. "Therefore, actual A16-made products will likely debut in 2027," notes the report. "This timeline positions A16 to potentially compete with Intel's 14A node, which will be Intel's most advanced node at the time." Read more of this story at Slashdot. (Comment on this)
10:00a	Honda To Spend $11 Billion On Four EV Factories In North America Jonathan M. Gitlin reports Ars Technica: Honda announced today that it will spend $11 billion to expand its electric vehicle manufacturing presence in North America. The Japanese automaker already has a number of factories in the US, Mexico, and Canada, and it's this last one that will benefit from the expansion, with four EV-related plants planned for Ontario. Honda says it has begun evaluating requirements for what it's calling an "innovative and environmentally responsible" EV factory and a standalone EV battery plant in Alliston, Ontario, which is already home to Honda's two existing Canadian manufacturing facilities. Additionally, the automaker wants to set up another two sites as joint ventures. One will be a plant that processes cathode active materials and their precursors -- the various elements like nickel and manganese that are combined with lithium in lithium-ion batteries -- set up in a partnership with POSCO Future M, a South Korean battery material and chemical company. (POSCO is already working with General Motors on another joint venture battery precursor material facility in Betancour, Quebec, that is supposed to become operational in 2026.) A second joint venture will be a partnership with Asahi Kasei, which will manufacture battery separators, the material that keeps the anode and cathode apart. The locations of these two joint ventures have not yet been announced. Honda thinks it will be able to start making EVs in Ontario in 2028 and says the assembly plant will have the capacity to build 240,000 EVs per year. Meanwhile, the battery plant is planned to have an annual output of 36 GWh. Read more of this story at Slashdot. (Comment on this)
10:40p	45 Drives Adds Linux-Powered Mini PCs, Workstations To Growing Compute Lineup Tobias Mann reports via The Register: Canadian systems builder 45 Drives is perhaps best known for the dense multi-drive storage systems employed by the likes of Backblaze and others, but over the last year the biz has expanded its line-up to virtualization kit, and now low-power clients and workstations aimed at enterprises and home enthusiasts alike. 45 Drives' Home Client marks a departure from the relatively large rack-mount chassis it normally builds. Founder Doug Milburn told The Register the mini PC is something of a passion project that was born out of a desire to build a better home theater PC. Housed within a custom passively cooled chassis built in-house by 45 Drive's parent company Protocase, is a quad-core, non-hyperthreaded Intel Alder Lake-generation N97 processor capable of boosting to 3.6GHz, your choice of either 8GB or 16GB of memory, and 250GB of flash storage. The decision to go with a 12-gen N-series was motivated in part by 45 Drives' internal workloads, Milburn explains, adding that to run PowerPoint or Salesforce just doesn't require that much horsepower. However, 45 Drives doesn't just see this as a low-power PC. Despite its name, the box will be sold under both its enterprise and home brands. In home lab environments, these small form factor x86 and Arm PCs have become incredibly popular for everything from lightweight virtualization and container hosts to firewalls and routers. [...] In terms of software, 45 Drives says it will offer a number of operating system images for customers to choose from at the time of purchase, and Linux will be a first-class citizen on these devices. It's safe to say that Milburn isn't a big fan of Microsoft these days. "We run many hundreds of Microsoft workstations here, but we're kind of moving away from it," he said. "With Microsoft, it's a control thing; it's forced updates; it's a way of life with them." Milburn also isn't a fan of Microsoft's registration requirements and online telemetry. "We want control over what all our computers do. We want no traffic on our network that's out of here," he said. As a result, Milburn says 45 Drives is increasingly relying on Linux, and that not only applies to its internal machines but its products as well. Having said that, we're told that 45 Drives recognizes that Linux may not be appropriate for everyone and will offer Windows licenses at an additional cost. And, these both being x86 machines, there's nothing stopping you from loading your preferred distro or operating system on them after they've shipped. These workstations aren't exactly cheap. They start at $1,099 without the dedicated GPU. "The HL15 will set you back $799-$910 for the bare chassis if you opted for the PSU or not," adds The Register. "Meanwhile, a pre-configured system would run you $1,999 before factoring in drives." Read more of this story at Slashdot. (Comment on this)

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