Intel on Monday provided a handful of new details on a chip for artificial intelligence (AI) computing it plans to introduce in 2025 as it shifts strategy to compete against Nvidia and Advanced Micro Devices. From a report: At a supercomputing conference in Germany on Monday, Intel said its forthcoming "Falcon Shores" chip will have 288 gigabytes of memory and support 8-bit floating point computation. Those technical specifications are important as artificial intelligence models similar to services like ChatGPT have exploded in size, and businesses are looking for more powerful chips to run them.

The details are also among the first to trickle out as Intel carries out a strategy shift to catch up to Nvidia, which leads the market in chips for AI, and AMD, which is expected to challenge Nvidia's position with a chip called the MI300. Intel, by contrast, has essentially no market share after its would-be Nvidia competitor, a chip called Ponte Vecchio, suffered years of delays. Intel on Monday said it has nearly completed shipments for Argonne National Lab's Aurora supercomputer based on Ponte Vecchio, which Intel claims has better performance than Nvidia's latest AI chip, the H100. But Intel's Falcon Shores follow-on chip won't be to market until 2025, when Nvidia will likely have another chip of its own out.

The Top 500 list of the fastest supercomputers in the world was released today, and AMD continues its streak of impressive wins with 121 systems now powered by AMD's silicon -- a year-over-year increase of 29%. From a report: Additionally, AMD continues to hold the #1 spot on the Top 500 with the Frontier supercomputer, while the test and development system based on the same architecture continues to hold the second spot in power efficiency metrics on the Green 500 list. Overall, AMD also powers seven of the top ten systems on the Green 500 list. The AMD-powered Frontier remains the only fully-qualified exascale-class supercomputer on the planet, as the Intel-powered two-exaflop Aurora has still not submitted a benchmark result after years of delays.

In contrast, Frontier is now fully operational and is being used by researchers in a multitude of science workloads. In fact, Frontier continues to improve from tuning -- the system entered the Top 500 list with 1.02 exaflops of performance in June 2022 but has now improved to 1.194 exaflops, a 17% increase. That's an impressive increase from the same 8,699,904 CPU cores it debuted with. For perspective, that extra 92 petaflops of performance from tuning represents the same amount of computational horsepower as the entire Perlmutter system that ranks eighth on the Top 500.

An anonymous reader shared this report from the Verge: Meta is building its first custom chip specifically for running AI models, the company announced on Thursday. As Meta increases its AI efforts — CEO Mark Zuckerberg recently said the company sees "an opportunity to introduce AI agents to billions of people in ways that will be useful and meaningful" — the chip and other infrastructure plans revealed Thursday could be critical tools for Meta to compete with other tech giants also investing significant resources into AI.

Meta's new MTIA chip, which stands for Meta Training and Inference Accelerator, is its "in-house, custom accelerator chip family targeting inference workloads," Meta VP and head of infrastructure Santosh Janardhan wrote in a blog post... But the MTIA chip is seemingly a long ways away: it's not set to come out until 2025, TechCrunch reports.
Meta has been working on "a massive project to upgrade its AI infrastructure in the past year," Reuters reports, "after executives realized it lacked the hardware and software to support demand from product teams building AI-powered features."

As a result, the company scrapped plans for a large-scale rollout of an in-house inference chip and started work on a more ambitious chip capable of performing training and inference, Reuters reported...

Meta said it has an AI-powered system to help its engineers create computer code, similar to tools offered by Microsoft, Amazon and Alphabet.
TechCrunch calls these announcements "an attempt at a projection of strength from Meta, which historically has been slow to adopt AI-friendly hardware systems — hobbling its ability to keep pace with rivals such as Google and Microsoft."

Meta's VP of Infrastructure told TechCrunch "This level of vertical integration is needed to push the boundaries of AI research at scale." Over the past decade or so, Meta has spent billions of dollars recruiting top data scientists and building new kinds of AI, including AI that now powers the discovery engines, moderation filters and ad recommenders found throughout its apps and services. But the company has struggled to turn many of its more ambitious AI research innovations into products, particularly on the generative AI front. Until 2022, Meta largely ran its AI workloads using a combination of CPUs — which tend to be less efficient for those sorts of tasks than GPUs — and a custom chip designed for accelerating AI algorithms...

The MTIA is an ASIC, a kind of chip that combines different circuits on one board, allowing it to be programmed to carry out one or many tasks in parallel... Custom AI chips are increasingly the name of the game among the Big Tech players. Google created a processor, the TPU (short for "tensor processing unit"), to train large generative AI systems like PaLM-2 and Imagen. Amazon offers proprietary chips to AWS customers both for training (Trainium) and inferencing (Inferentia). And Microsoft, reportedly, is working with AMD to develop an in-house AI chip called Athena.

Meta says that it created the first generation of the MTIA — MTIA v1 — in 2020, built on a 7-nanometer process. It can scale beyond its internal 128 MB of memory to up to 128 GB, and in a Meta-designed benchmark test — which, of course, has to be taken with a grain of salt — Meta claims that the MTIA handled "low-complexity" and "medium-complexity" AI models more efficiently than a GPU. Work remains to be done in the memory and networking areas of the chip, Meta says, which present bottlenecks as the size of AI models grow, requiring workloads to be split up across several chips. (Not coincidentally, Meta recently acquired an Oslo-based team building AI networking tech at British chip unicorn Graphcore.) And for now, the MTIA's focus is strictly on inference — not training — for "recommendation workloads" across Meta's app family...

If there's a common thread in today's hardware announcements, it's that Meta's attempting desperately to pick up the pace where it concerns AI, specifically generative AI... In part, Meta's feeling increasing pressure from investors concerned that the company's not moving fast enough to capture the (potentially large) market for generative AI. It has no answer — yet — to chatbots like Bard, Bing Chat or ChatGPT. Nor has it made much progress on image generation, another key segment that's seen explosive growth.

If the predictions are right, the total addressable market for generative AI software could be $150 billion. Goldman Sachs predicts that it'll raise GDP by 7%. Even a small slice of that could erase the billions Meta's lost in investments in "metaverse" technologies like augmented reality headsets, meetings software and VR playgrounds like Horizon Worlds.

More than a decade ago engineers at AMD "began toying with a radical idea," remembers the New York Times. Instead of designing one big microprocessor, they "conceived of creating one from smaller chips that would be packaged tightly together to work like one electronic brain."

But with "diminishing returns" from Moore's Law, packaging smaller chips suddenly becomes more important. [Alternate URL here.] As much as 80% of microprocessors will be using these designs by 2027, according to an estimate from the market research firm Yole Group cited by the Times: The concept, sometimes called chiplets, caught on in a big way, with AMD, Apple, Amazon, Tesla, IBM and Intel introducing such products. Chiplets rapidly gained traction because smaller chips are cheaper to make, while bundles of them can top the performance of any single slice of silicon. The strategy, based on advanced packaging technology, has since become an essential tool to enabling progress in semiconductors. And it represents one of the biggest shifts in years for an industry that drives innovations in fields like artificial intelligence, self-driving cars and military hardware. "Packaging is where the action is going to be," said Subramanian Iyer, a professor of electrical and computer engineering at the University of California, Los Angeles, who helped pioneer the chiplet concept. "It's happening because there is actually no other way."

The catch is that such packaging, like making chips themselves, is overwhelmingly dominated by companies in Asia. Although the United States accounts for around 12 percent of global semiconductor production, American companies provide just 3 percent of chip packaging, according to IPC, a trade association. That issue has now landed chiplets in the middle of U.S. industrial policymaking. The CHIPS Act, a $52 billion subsidy package that passed last summer, was seen as President Biden's move to reinvigorate domestic chip making by providing money to build more sophisticated factories called "fabs." But part of it was also aimed at stoking advanced packaging factories in the United States to capture more of that essential process... The Commerce Department is now accepting applications for manufacturing grants from the CHIPS Act, including for chip packaging factories. It is also allocating funding to a research program specifically on advanced packaging...

Some chip packaging companies are moving quickly for the funding. One is Integra Technologies in Wichita, Kan., which announced plans for a $1.8 billion expansion there but said that was contingent on receiving federal subsidies. Amkor Technology, an Arizona packaging service that has most of its operations in Asia, also said it was talking to customers and government officials about a U.S. production presence... Packaging services still need others to supply the substrates that chiplets require to connect to circuit boards and one another... But the United States has no major makers of those substrates, which are primarily produced in Asia and evolved from technologies used in manufacturing circuit boards. Many U.S. companies have also left that business, another worry that industry groups hope will spur federal funding to help board suppliers start making substrates.

In March, Mr. Biden issued a determination that advanced packaging and domestic circuit board production were essential for national security, and announced $50 million in Defense Production Act funding for American and Canadian companies in those fields. Even with such subsidies, assembling all the elements required to reduce U.S. dependence on Asian companies "is a huge challenge," said Andreas Olofsson, who ran a Defense Department research effort in the field before founding a packaging start-up called Zero ASIC. "You don't have suppliers. You don't have a work force. You don't have equipment. You have to sort of start from scratch."

Phoronix shares some overlooked news from AMD's openSIL presentation at the OCP Regional Summit in April. Specifically, that AMD openSIL — their open-source x86 silicon initialization library — "is planned to eventually replace AMD's well known AGESA [BIOS utility]" around 2026, and "it will be supported across AMD's entire processor stack — just not limited to EPYC server processors as some were initially concerned..." Raj Kapoor, AMD Fellow and AMD's Chief Firmware Architect, in fact began the AMD openSIL presentation by talking about the challenges they've had with AGESA in adapting it to Coreboot for Chromebook purposes with Ryzen SoCs... With AMD openSIL not expected to be production ready until around 2026, this puts it roughly inline for an AMD Zen 6 or Zen 7 introduction. The proof of concept code for AMD Genoa is expected to come soon...

The presentation also noted that beyond AMD openSIL code being open-source, the openSIL specification will also be open. AMD "invites every silicon vendor" to participate in this open-source system firmware endeavor.

According to Bloomberg (paywalled), Microsoft is helping finance AMD's expansion into AI chips. Meanwhile, AMD is working with Microsoft to create an in-house chipset, codenamed Athena, for the software giant's data centers. Paul Thurrott reports: Athena is designed as a cost-effective replacement for AI chipsets from Nvidia, which currently dominates this market. And it comes with newfound urgency as Microsoft's ChatGPT-powered Bing chatbot workloads are incredibly expensive using third-party chips. With Microsoft planning to expand its use of AI dramatically this year, it needs a cheaper alternative.

Microsoft's secretive hardware efforts also come amid a period of Big Tech layoffs. But the firm's new Microsoft Silicon business, led by former Intel executive Rani Borkar, is growing and now has almost 1,000 employees, several hundred of which are working on Athena. The software giant has invested about $2 billion on this effort so far, Bloomberg says. (And that's above the $11 billion it's invested in ChatGPT maker OpenAI.) Bloomberg also says that Microsoft intends to keep partnering with Nvidia too, and that it will continue buying Nvidia chipsets as needed.

AMD has posted its first quarterly loss in years due to weak sales of processors for client PCs. From a report: Overall, AMD's chip sales dropped 64%. AMD's data center and gaming hardware shipments remained strong and were flat year-over-year, which is quite an achievement given the slowing purchases of servers and weak demand for gaming hardware among consumers. While AMD's management expects the CPU market to start recovering in the second half of the year, the company's outlook for Q2 is not that optimistic.

In the first quarter of FY2023, AMD's revenue amounted to $5.353 billion, which is a 9% decrease compared to the same period in the previous year and a slight decrease compared to the previous quarter. Unfortunately, the company slipped into the red with a $139 million net loss as compared to a $786 million net income in Q1 FY2022. Additionally, AMD's gross margin decreased from 48% in Q1 FY2022 to 44% in Q1 FY2023. [...] AMD's results were a mixed bag as all of the company's business units except its Client Computing business remained more or less flat compared to the first quarter of FY2022, and even remained profitable. In fact, AMD's Data Center unit even managed to modestly increase its revenue, yet its profitability declined.

An anonymous reader quotes a report from ZDNet, written by Steven Vaughan-Nichols: The latest Linux kernel is out with a slew of new features -- and, for once, this release has been nice and easy. [...] Speaking of Rust, everyone's favorite memory-safe language, the new kernel comes with user-mode Linux support for Rust code. Miguel Ojeda, the Linux kernel developer, who's led the efforts to bring Rust to Linux, said the additions mean we're, "getting closer to a point where the first Rust modules can be upstreamed."

Other features in the Linux 6.3 kernel include support and enablement for upcoming and yet-to-be-released Intel and AMD CPUs and graphics hardware. While these updates will primarily benefit future hardware, several changes in this release directly impact today's users' day-to-day experience. The kernel now supports AMD's automatic Indirect Branch Restricted Speculation (IBRS) feature for Spectre mitigation, providing a less performance-intensive alternative to the retpoline speculative execution.

Linux 6.3 also includes new power management drivers for ARM and RISC-V architectures. RISC-V has gained support for accelerated string functions via the Zbb bit manipulation extension, while ARM received support for scalable matrix extension 2 instructions. For filesystems, Linux 6.3 brings AES-SHA2-based encryption support for NFS, optimizations for EXT4 direct I/O performance, low-latency decompression for EROFS, and a faster Brtfs file-system driver. Bottom line: many file operations will be a bit more secure and faster.

For gamers, the new kernel provides a native Steam Deck controller interface in HID. It also includes compatibility for the Logitech G923 Xbox edition racing wheel and improvements to the 8BitDo Pro 2 wired game controllers. Who says you can't game on Linux? Single-board computers, such as BannaPi R3, BPI-M2 Pro, and Orange Pi R1 Plus, also benefit from updated drivers in this release. There's also support for more Wi-Fi adapters and chipsets. These include: Realtek RTL8188EU Wi-Fi adapter support; Qualcomm Wi-Fi 7 wireless chipset support; and Ethernet support for NVIDIA BlueField 3 DPU. For users dealing with complex networks that have both old-school and modern networks, the new kernel can also handle multi-path TCP handling mixed flows with IPv4 and IPv6. Linux 6.3 is available from kernel.org. You can learn how to compile the Linux kernel yourself here.

An anonymous reader shares a report: Over the weekend, users on Reddit and YouTube began posting about problems with AMD's newest Ryzen 7000X3D processors. In some cases, the systems simply stopped booting. But in at least one instance, a Ryzen 7800X3D became physically deformed, bulging out underneath and bending the pins on the motherboard's processor socket. In a separate post, motherboard maker MSI indicated that the damage "may have been caused by abnormal voltage issues." Ryzen 7000X3D processors already impose limits on overclocking and power settings, but new BIOS updates from MSI specifically disallow any kind of "overvolting" features that could give the CPUs more power than they were built to handle.

You can still undervolt your CPU to attempt to reduce temperatures and energy usage by giving the CPU a bit less power than it was designed for. The Ryzen 7000X3D processors are set to a lower voltage than regular Ryzen 7000 CPUs by default because the extra L3 cache layered on top of the processor die can raise temperatures and make the CPU more difficult to cool. This has also made the chips much more power-efficient than the standard Ryzen chips, but that efficiency comes at the cost of overclocking settings and other features that some enthusiasts use to squeeze more performance out of their PCs.

An anonymous reader quotes a report from Ars Technica: Framework has delivered on the promise of its original 13-inch laptop. Three product generations in, the company has made a respectable competitor for the Dell XPS 13 or MacBook Air that can be repaired, modified, and upgraded, and owners of the original laptop can easily give themselves a significant performance boost by upgrading to the new 13th-generation Intel or AMD Ryzen-based boards the company announced today. Framework is now looking to build on that track record with an all-new Framework Laptop 16. It's a larger-screened model that can fit more powerful processors, dedicated GPUs, and a range of different keyboard modules, all with the same commitment to repairability and upgradeability seen in the original Framework Laptop (now retroactively dubbed the Framework Laptop 13).

Framework isn't discussing many details yet; preorders won't open until "this spring," and shipments won't begin until "late 2023." Today, the company provided a preview of the laptop's features, along with developer documentation to encourage the creation of new Input Modules -- components that allow for keyboard customization much like the current Expansion Card system allows for port customization.

After five years attempting to make Intel into a competitor for Nvidia and AMD in the realm of discrete graphics for gamers and beyond -- with limited success -- Raja Koduri is leaving Intel to form his own generative AI startup. The Verge reports: Intel hired him away from AMD in 2017, where he was similarly in charge of the entire graphics division, and it was an exciting get at the time! Not only had Intel poached a chief architect who'd just gone on sabbatical but Intel also revealed that it did so because it wanted to build discrete graphics cards for the first time in (what would turn out to be) 20 years. Koduri had previously been poached for similarly exciting projects, too -- Apple hired him away from AMD ahead of an impressive string of graphics improvements, and then AMD brought him back again in 2013.

Intel has yet to bring real competition to the discrete graphics card space as of Koduri's departure. [...] But the company has a long GPU roadmap, so it's possible things get better and more competitive in subsequent gens. It took a lot longer than five years for Nvidia and AMD to make it that far. By the time Koduri left, he wasn't just in charge of graphics but also Intel's "accelerated computing" initiatives, including things like a crypto chip.

An anonymous reader shared this report from Phoronix: A pull request of early AMDGPU kernel graphics driver changes was submitted for DRM-Next on Friday as some of the early feature work accumulating for the Linux 6.4 kernel cycle.

Among the AMDGPU kernel driver changes this round are a number of fixes affecting items such as the UMC RAS, DCN 3.2, FreeSync, SR-IOV, various IP blocks, USB4, and more. On the feature side, mentioned subtly in the change-log are a few power-related additions... These additions are largely focused on Van Gogh APUs, which is notably for the Valve Steam Deck and benefiting its graphics moving forward.

First up, this kernel pull request introduces a new sysfs interface for adjusting/setting thermal throttling. This is wired up for Van Gogh and allows reading/updating the thermal limit temperature in millidegrees Celsius. This "APU thermal cap" interface is just wired up for Van Gogh and seems to be Steam Deck driven feature work so that SteamOS will be better able to manage the thermal handling of the APU graphics....

These power features will be exposed via sysfs while Steam OS will wrap around them intelligently and possibly some new UI settings knobs for those wanting more control over their Steam Deck's thermal/performance.

Microsoft has unveiled Video Super Resolution (VSR) -- an "experimental" video upscaling feature for its Edge web browser that uses machine learning to increase the resolution of low-quality video. From a report: Announced on the Edge Insiders blog, Microsoft's VSR technology can "remove blocky compression artifacts" and improve text clarity for videos on platforms such as YouTube. The feature is still in testing and availability is currently restricted to half of the users running the Canary channel of Edge in Microsoft's Insider program. If you want to try it for yourself, there are a few stipulations: Microsoft VSR will only work on video resolutions of 720p or lower (provided both the height and width of the video exceeds 192 pixels), and the video itself can't be protected with digital rights management (DRM) technology like PlayReady or Widevine, which makes frames inaccessible to the browser for processing. That particular restriction could impact what content you can upscale with the feature, as most popular streaming platforms like Netflix, Hulu, and HBO Max all leverage DRM tech for copyright protection. Unlike Nvidia's RTX Super Resolution, Microsoft's Video Super Resolution feature supports both Nvidia and AMD GPUs.

Formerly known as LinuxBIOS, coreboot is defined by Wikipedia as "a software project aimed at replacing proprietary firmware (BIOS or UEFI) found in most computers with a lightweight firmware."

Phoronix is wondering if there's about to be a big announcement from AMD: AMD dropped a juicy tid-bit of information to be announced next month with "openSIL" [an open-source AMD x86 silicon initialization library], complete with AMD Coreboot support....

While about a decade ago AMD was big into Coreboot and at the time committed to it for future hardware platforms (2011: AMD To Support Coreboot On All Future CPUs) [and] open-source AGESA at the time did a lot of enabling around it, that work had died off. In more recent years, AMD's Coreboot contributions have largely been limited to select consumer APU/SoC platforms for Google Chromebook use. But issues around closing up the AGESA as well as concerns with the AMD Platform Security Processor (PSP) have diminished open-source firmware hopes in recent years....

For the Open Compute Project Regional Summit in Prague, there is a new entry added with a title of OSF on AMD — Enabled by openSIL (yes, folks, OSF as in "Open-Source Firmware").... [H]opefully this will prove to be a monumental shift for open-source firmware in the HPC server space.
From the talk's description: openSIL (AMD open-source x86 Silicon Initialization Library) offers the versatility, scalability, and light weight interface to allow for ease of integration with open-source and/or proprietary host boot solutions such as coreboot, UEFI and others and adds major flexibility to the overall platform design.

In other words, this library-based solution simply allows a platform integrator to scale from feature rich solutions such as UEFI to slim, lightweight, and secure solutions such as coreboot.
The description promises the talk will include demonstrations "highlighting system bring-up using openSIL integrated with coreboot and UEFI Host Firmware stacks on AMD's Genoa based platforms."

MojoKid writes: At CES 2023, AMD unveiled an array of Ryzen 7000 series Zen 4 processors, including new gaming-targeted X3D models that featured integrated 3D V-Cache, similar to the Ryzen 7 5800X3D. The processors go on sale tomorrow, but review embargos for AMD's latest socket AM5 flagship, the Ryzen 9 7950X3D, lifted today. As its name implies, the new Ryzen 9 7950X3D has a similar core configuration to the existing Ryzen 9 7950X (16-cores/32-threads), but this specialized CPU also packs an additional 64MB of 3D V-Cache, fused to one of its 8-core compute core dies (CCD). The CCD without 3D V-Cache operates like a standard AMD Ryzen 9 7950X, while the 3D V-Cache enabled CCD will have a more conservative voltage and frequency curve. Gaming performance received a massive boost with this new CPU, while multi-threaded content creation tests are roughly in-line with the standard 7950X. Power efficiency also shows a large, measurable improvement due to the chip relying less often on system memory.

From an opinion piece in the Register: Aiven, an open source cloud data platform company, recently analyzed who's doing what with GitHub open source code projects. They found that the top open source contributors were all companies — Amazon Web Services, Intel, Red Hat, Google, and Microsoft....

Aiven looked at three metrics within the GitHub archives. These were the number of contributors, repositories (projects) contributed to, and the number of commits made by the contributors. These were calculated using Google Big Query analysis of PushEvents on public GitHub data. The company found that Microsoft and Google were neck-and-neck for the top spot. Red Hat is in third place, followed by Intel, then AWS, just ahead of IBM.... Red Hat is following closely behind and is currently contributing more commits than Google, with 125,012 in Q4 2022 compared to Google's 94,961. Microsoft is ahead of both, with 128,247 commits. However, regarding contributed staff working on projects, Google is leading the way with 5,757 compared to Microsoft's 5,513 and Red Hat's 3,656....

Heikki Nousiainen, Aiven CTO and co-founder, commented: "An unexpected result of our research was seeing Amazon overtake IBM to become the fifth biggest contributor." They "came late to the open source party, but they're now doubling down on its open source commitments and realizing the benefits that come with contributing to the open source projects its customers use." So, yes, open source certainly started with individual contributors, but today, and for many years before, it's company employees that are really making the code....

Aiven is far from the only one to have noticed that companies are now open source's economic engine. Jonathan Corbet, editor-in-chief of Linux Weekly News (LWN), found in his most recent analysis of Long Term Support Linux Kernel releases from 5.16 to 6.1 that a mere 7.5 percent of the kernel development, as measured by lines changed, came from individual developers. No, the real leaders were, in order: AMD; Intel; Google; Linaro, the main Arm Linux development organization; Meta; and Red Hat.
The article also includes this thought-provoking quote from Aiven CTO's. "Innovation is at the heart of the open source community, but without a strong commitment from companies, the whole system will struggle.

"We can see that companies are recognizing their role and supporting all who use open source."

In its fourth quarter and full-year earnings report yesterday, Nvidia reported $6.05 billion in revenue for Q4 of its fiscal 2023 and $26.92 billion for the full year. That's "almost identical to last year, though profit was down 55 percent," notes The Verge.

"Remember: in 2021, $5 billion in revenue a quarter was a new Nvidia record. Now it's the status quo: the company says it's expecting to see $6.5 billion next quarter, too." From the report: Nvidia's data center and automotive businesses were actually up this quarter, with record revenue for automotive of $294 million; the dip was largely in Nvidia's graphics business, particularly gaming, which were each down 46 percent. That gaming decline includes "lower shipments of SOCs for game consoles," which is code for "Nintendo isn't selling as many Switches anymore" -- it's the only game console that uses an Nvidia chip. Like other chipmakers, Nvidia is shipping fewer GPUs to retailers and partners instead of slashing prices. The polite phrase is "lower sell-in to partners to help align channel inventory levels with current demand expectations." Nvidia also blamed disruptions in China due to covid and other issues.

Every PC maker is reporting that demand for computers has tanked this past quarter, with research firm Gartner calling the 28.5 percent dip in shipments "the largest quarterly shipment decline since Gartner began tracking the PC market in the mid-1990s." That was on top of the slump companies like Nvidia had already seen. And while AMD seemed optimistic this quarter that the slump won't last for long, even it suggested that client processor and gaming revenue would continue to go down in the first half of the calendar year.

Semiconductor companies, which united to get the CHIPS Act approved, have set off a lobbying frenzy as they argue for more cash than their competitors. From a report: In early January, a New York public relations firm sent an email warning about what it characterized as a threat to the federal government's program to revitalize the U.S. semiconductor industry. The message, received by The New York Times, accused Intel, the Silicon Valley chip titan, of angling to win subsidies under the CHIPS and Science Act for new factories in Ohio and Arizona that would sit empty. Intel had said in a recent earnings call that it would build out its facilities with the expensive machinery needed to make semiconductors when demand for its chips increased. The question, the email said, was whether officials would give funding to companies that outfitted their factories from the jump "or if they will give the majority of CHIPS funding to companies like Intel."

The firm declined to name its client. But it has done work in the past for Advanced Micro Devices, Intel's longtime rival, which has raised similar concerns about whether federal funding should go to companies that plan to build empty shells. A spokesman for AMD said it had not reviewed the email or approved the public relations firm's efforts to lobby for or against any specific company receiving funding. "We fully support the CHIPS and Science Act and the efforts of the Biden administration to boost domestic semiconductor research and manufacturing," the spokesman said. Rival semiconductor suppliers and their customers pulled together last year as they lobbied Congress to help shore up U.S. chip manufacturing and reduce vulnerabilities in the crucial supply chain. The push led lawmakers to approve the CHIPS Act, including $52 billion in subsidies to companies and research institutions as well as $24 billion or more in tax credits -- one of the biggest infusions into a single industry in decades.

System76 is announcing a "fully redesigned" version of its AMD-only Linux-powered "Pangolin" laptop with an upgraded memory, storage, processor, and display.

9to5Linux reports: It features the AMD Ryzen 7 6800U processor with up to 4.7 GHz clock speeds, 8 cores, 16 threads, and AMD Radeon 680M integrated graphics.... a 15.6-inch 144Hz Full HD (1920 x 1080) display [using 12 integrated Radeon graphics cores] with a matte finish, a sleek magnesium alloy chassis, and promises up to 10 hours of battery life with its 70 Wh Li-Ion battery. It also features a single-color backlit US QWERTY Keyboard and a multitouch clickpad. Under the hood, the Linux-powered laptop boasts 32 GB LPDDR5 6400 MHz of RAM and it can be equipped with up to 16TB PCIe 4.0 NVMe M.2 SSD storage. Another cool feature is the hardware camera kill switch for extra privacy....

As with all of System76's Linux-powered laptops, the all-new Pangolin comes pre-installed with System76's in-house built Pop!_OS Linux distribution featuring the GNOME-based COSMIC desktop and full disk-encryption or with Ubuntu 22.04 LTS.

According to a new report by Dean McCarron of Mercury Research, the x86 processor market has just endured "the largest on-quarter and on-year declines in our 30-year history." "Based on previously published third-party data, McCarron is also reasonably sure that the 2022 Q4 and full-year numbers represent the worst downturn in PC processor history," adds Tom's Hardware. From the report: The x86 processor downturn observed has been precipitated by the terrible twosome of lower demand and an inventory correction. This menacing pincer movement has resulted in 2022 unit shipments of 374 million processors (excluding ARM), a figure 21% lower than in 2021. Revenues were $65 billion, down 19 percent YoY. McCarron was keen to emphasize that Mercury's gloomy stats about x86 shipments through 2022 do not necessarily directly correlate with x86 PC (processors) shipments to end users. Earlier, we mentioned that the two downward driving forces were inventory adjustments and a slowing of sales -- but which played the most significant part in this x86 record slump?

The Mercury Research analyst explained, "Most of the downturn in shipments is blamed on excess inventory shipping in prior quarters impacting current sales." A perfect storm is thus brewing as "CPU suppliers are also deliberately limiting shipments to help increase the rate of inventory consumption... [and] PC demand for processors is lower, and weakening macroeconomic concerns are driving PC OEMs to reduce their inventory as well." Mercury also asserted that the trend is likely to continue through H1 2023. Its thoughts about the underlying inventory shenanigans should also be evidenced by upcoming financials from the major players in the next few months. [...]

McCarron shines a glimmer of light in the wake of this gloom, reminding us that overall processor revenue was still higher in 2022 than any year before the 2020s began. Another ray of light shone on AMD, with its gains in server CPU share, one of the only segments which saw some growth in Q4 2022. Also, AMD gained market share in the shrinking desktop and laptop markets.