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TSMC Halts Advanced Chip Shipments To Chinese AI Companies

Starting November 11, TSMC plans to stop supplying 7 nm and smaller chips to Chinese companies working on AI processors and GPUs. "The move is reportedly to ensure it remains compliant with US export restrictions," reports The Register. From the report: This will not affect Chinese customers wanting 7 nm chips from TSMC for other applications such as mobile and communications, according to Nikkei, which said the overall impact on the chipmaker's revenue is likely to be minimal. TrendForce further cites another China-based source who claims the move was at the behest of the US Department of Commerce, which informed TSMC that any such shipments should not proceed unless approved and licensed by its BIS (Bureau of Industry and Security). We asked the agency for confirmation. Any moves by the silicon supremo is likely to be out of caution to pre-empt accusations from Washington that it isn't doing enough to prevent advanced technology from getting into the hands of Chinese entities that have been sanctioned. As TrendForce notes, it "highlights the foundry giant's delicate position in the global semiconductor supply chain amid the heating chip war between the world's two superpowers."

Read more of this story at Slashdot.




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How Samsung Fell Behind in the AI Boom - and Lost $126 Billion in Market Value

After missing a chance to capitalize on the AI boom, "Samsung's profit has plunged," reports CNBC, and "around $126 billion has been wiped off its market value, according to data from S&P Capital IQ." It's gotten so bad that "an executive issued a rare public apology about the company's recent financial performance." [A]s AI applications such as OpenAI's ChatGPT rose in popularity, the underlying infrastructure required to train the huge models they rely on became a bigger focus. Nvidia has emerged as the top player in this space with its graphics processing units (GPUs) that have become the gold standard used by tech giants for AI training. A crucial part of that semiconductor architecture is high-bandwidth memory, or HBM. This next generation of memory involves stacking multiple dynamic random access memory (DRAM) chips, but it had a small market before the AI boom. That's where Samsung got caught out and failed to invest... SK Hynix saw this opportunity. The company aggressively launched HBM chips which were approved for use in Nvidia architecture and, in the process, the South Korean firm established a close relationship with the U.S. giant. Nvidia's CEO even asked the company to speed up supply of its next generation chip, underscoring the importance of HBM to its products. SK Hynix posted record quarterly operating profit in the September quarter... Analysts said that Samsung is lagging behind competitors for a number of reasons, including underinvestment in HBM and the fact that it is not a first-mover. "It is fair to say that Samsung has not been able to close the gap with SK Hynix on the HBM development roadmap," said Kazunori Ito [director of equity research at Morningstar]. Samsung's ability to make a comeback in the short term appears to be closely linked to Nvidia. A company must pass a strict qualification process before Nvidia approves it as a HBM supplier — and Samsung has not yet completed this verification. But a green light from Nvidia could open the door for Samsung to return to growth and compete more effectively with SK Hynix, according to analysts.

Read more of this story at Slashdot.




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Cuba's Power Grid Collapses Again After Second Hurricane. And Then an Earthquake Hit

Wednesday Cuba was hit by a major hurricane which took down its entire power grid again, this time for about 24 hours, according to CNN: Videos of the aftermath showed power infrastructure turned into a mangled mess and power poles down on streets. Hundreds of technicians were mobilized Thursday to reestablish power connections, according to state media... Operations at two electrical plants were partially restored and parts of eastern and central Cuba had electricity back up by Thursday afternoon, state media reported... The country's power grid has collapsed multiple times, including when Hurricane Oscar hit in October and killed at least 7 people. In the capital of Havana, where 2 million people live, power had been restored to less than 20% of the city by late Friday afternoon, . "Authorities had not yet given an estimate for when power would be fully restored..." Then tonight, CNN reported: A 6.8 magnitude earthquake struck off the coast of eastern Cuba on Sunday, causing material damage in several regions as the island continues to recover from widespread blackouts and the impact of two hurricanes over the past few weeks. The earthquake was reported about 39 km (24 miles) south of Bartolomé Masó before noon local time, about an hour after a 5.9 magnitude quake rocked the area, the United States Geological Survey (USGS) said. "There have been landslides, damage to homes and power lines," Cuban President Miguel Díaz-Canel said, adding that authorities are evaluating the situation to start recovery efforts.

Read more of this story at Slashdot.




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Can AI-Enabled Thermostats Create a 'Virtual Power Plant' in Texas?

Renew Home says they're building a "virtual power plant" in Texas by "enabling homes to easily reduce and shift the timing of energy use." Thursday they announced a 10-year project distributing hundreds of thousands of smart thermostats to customers of Texas-based power utility NRG Energy, starting next spring. (Bloomberg calls them "AI-enabled thermostats that use Alphabet Inc.'s Google Cloud technology.") The ultimate goal? "Create a nearly 1-gigawatt, AI-powered virtual power plant" — equivalent to 1.9 million solar panels, enough to power about 200,000 homes during peak demand. One NRG executive touted the move as "cutting-edge, AI-driven solutions that will bolster grid resilience and contribute to a more sustainable future." [Residential virtual power plants] work by aggregating numerous, small-scale distributed energy resources like HVAC systems controlled by smart thermostats and home batteries and coordinating them to balance supply and demand... NRG, in partnership with Renew Home, plans to offer Vivint and Nest smart thermostats, including professional installation, at no cost to eligible customers across NRG's retail electricity providers and plans. These advanced thermostats make subtle automatic HVAC adjustments to help customers shift their energy use to times when electricity is less constrained, less expensive, and cleaner... Over time, the parties expect to add devices like batteries and electric vehicles to the virtual power plant, expanding energy savings opportunities for customers... Through the use of Google Cloud's data, analytics, and AI technology, NRG will be able to do things like better predict weather conditions, forecast wind and solar generation output, and create predictive pricing models, allowing for more efficient production and ultimately ensuring the home energy experience is seamless for customers. Google Cloud will also offer "its AI and machine learning to determine the best time to cool or heat homes," reports Bloomberg, "based on a household's energy usage patterns and ambient temperatures." It was less than a year ago that Renew Home was formed when Google spun off the load-shifting service for its "Google Nest" thermostats, which merged with load-shift management startup OhmConnect. Bloomberg describes this week's announcement as "Three of the biggest names in US home energy automation... coming together to offer some relief to the beleaguered Texas electrical grid." But they point out that 1 gigawatt is roughly 1% of the record summer demand seen in Texas this year. Still, "The entire industry has been built to serve the peak load on the hottest day of the year," said Rasesh Patel, president of NRG's consumer unit. "This allows us to be a lot more smarter about demand in shaving the peak."

Read more of this story at Slashdot.











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Empire AI

Last summer I sat down with Tom Secunda, who co-founded Bloomberg LP with Mike Bloomberg, to talk about areas of shared philanthropic interest. Tom told me that academic institutions do not have access to the kind of AI/ML infrastructure that the top tech companies have and he wanted to fix that. His idea was a […]




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I’ve Moved Onchain

Over the last few years, I’ve moved my internet life from web2 to web3 and rarely use any web2 services anymore. So I am starting a series called “I’ve Moved Onchain” to explain this journey to everyone and today’s opening post is about blogging, naturally. I’ve blogged at AVC.com for a very long time. I […]




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AI could transform visual effects in film — but the emerging field is mired in copyright issues


While many people in the creative industries are worrying that AI is about to steal their jobs, Oscar-winning film director James Cameron is embracing the technology. Cameron is famous for making the Avatar and Terminator movies, as well as Titanic. Now he has joined the board of Stability.AI, a leading player in the world of Generative AI. In Cameron’s Terminator films, Skynet is an artificial general intelligence that has become self-aware and is determined to destroy the humans who are trying to deactivate it. Forty years after the first of those movies, its director appears to be changing sides and…

This story continues at The Next Web




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Apple Intelligence will help AI become as commonplace as word processing


When Apple’s version of AI, branded as Apple Intelligence, rolls out in October to folks with the company’s latest hardware, the response is likely to be a mix of delight and disappointment. The AI capabilities on their way to Apple’s walled-garden will bring helpful new features, such as textual summaries in email, Messages and Safari; image creation; and a more context-aware version of Siri. But as Apple Intelligence’s beta testing has already made clear, the power of these features falls well below what is on offer from major players like OpenAI, Google, and Meta. Apple AI won’t come close to…

This story continues at The Next Web

Or just read more coverage about: Apple




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At 30 years old, is Ruby in a mid-life crisis or a renaissance?


Ruby’s creator, Yukihiro Matsumoto (Matz), released the first public version of the programming language in December 1995, making Ruby just shy of its 30th birthday. It spread across Japanese-language Usenet newsgroups, a popular way of exchanging conversation and media before the World Wide Web, and then reached broader communities throughout the late 1990s. This was thanks to Ruby’s friendly community and, in no small part, thanks to Matz. (The community has a motto, “Matz is nice, and so we are nice.”) At this year’s annual European Ruby Konferenze — EuRoKu — in Sarajevo, Matz said he created Ruby because he…

This story continues at The Next Web



  • Startups and technology
  • Future of work

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How close are we to an accurate AI fake news detector?


In the ambitious pursuit to tackle the harms from false content on social media and news websites, data scientists are getting creative. While still in their training wheels, the large language models (LLMs) used to create chatbots like ChatGPT are being recruited to spot fake news. With better detection, AI fake news checking systems may be able to warn of, and ultimately counteract, serious harms from deepfakes, propaganda, conspiracy theories and misinformation. The next level AI tools will personalise detection of false content as well as protecting us against it. For this ultimate leap into user-centered AI, data science needs…

This story continues at The Next Web






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What Mistakes Do VCs Make When Fundraising?




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Upfront Ventures Raises > $650 Million for Startups and Returns > $600 Million to LPs




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Case Study: Wings Over the Rockies Air & Space Museum

Colorado Custom Metal Inc. was selected as the roofing contractor to reroof the museum with help from S-5! for snow retention.




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Case Study: KC Bailey Orchards

A New York-based apple orchard chose to go metal and solar to supplement the farm’s power generation and achieve its goal of operating a net-zero farm.




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Case Study: Hawaii H-POWER Solar Project

H-POWER in Kapolei, West Oahu turned to metal roofing and attachment solutions offered by S-5! in one of Hawaii's largest rooftop solar projects.




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Case Study: Reliable, Cost-Effective Roof Repairs Needed for Beachside Condo Building

R/J Group Inc. shows how offering feasible repairs in place of total replacements not only saved the customer money, but led to additional work.




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Case Study: Vail Mountain Luxury Condos

Challenges created by weather and the pandemic meant this project had to begin in January 2021 and be completed in a year, all while prioritizing energy efficiency. 




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Case Study: Kia Forum and Working Against the Clock

The Kia Forum, outside of Los Angeles, was under pressure to have its existing rooftop logo removed and replaced. Contractor Centimark, using GAF products, got the job done on time. Learn how in this GAF case study.




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Myths and Facts About Coaching and Training

Taking the time to properly train employees instead of throwing them into the deep end and expecting them to swim will help alleviate labor shortages.




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Embracing Sustainability in the Roofing Industry

Amidst Earth Day reflections, the roofing industry emphasizes sustainability, employing eco-friendly materials and practices to combat climate change.