Intel

Intel Debuts Arc Battlemage Discrete Graphics Cards (hothardware.com) 57

MojoKid writes: Intel officially revealed its next generation discrete graphics cards, code named Battlemage, this morning. There are two midrange cards in the series so far, branded Arc B580 and Arc B570, though future higher-end B700 series cards are unknown currently. The graphics architecture for Battlemage is Xe2, and it debuted in the iGPU on Lunar Lake Core Ultra 200V mobile processors earlier this year.

Arc B580 is paired to 12GB of GDDR6 memory operating at an effective data rate of 19Gbps over a 192-bit interface, and its average GPU clock should hover around 2,670MHz. The Arc B570 is based on the same slice of silicon, but scales things down with 10GB of GDDR6 memory operating at the same speed as the B580, but connected over a narrower 160-bit interface. The B570's average GPU clock will also be lower, in the 2,500MHz range. Performance-wise, Intel is projecting that Arc B580 will be about 10% faster than an NVIDIA GeForce RTX 4060 on average but will be priced at $249 USD, undercutting GeForce RTX 4060 substantially while offering 4GB more onboard graphics memory. Arc B580 cards are due to arrive in market this month, with Arc B570 arriving in January 2025 at $219 USD.

Intel

Intel CEO Gelsinger Exits as Chip Pioneer's Turnaround Falters (reuters.com) 78

Intel CEO Pat Gelsinger has stepped down amid the company's continued struggles against rivals, with shares losing over half their value this year. The chipmaker announced Monday that Chief Financial Officer David Zinsner and Executive Vice President Michelle Johnston Holthaus will serve as interim co-CEOs while the board searches for a permanent replacement.

Gelsinger, 63, was hired in 2021 to lead an ambitious turnaround aimed at reclaiming Intel's technological edge from competitors like Taiwan Semiconductor Manufacturing Co. His strategy included expanding Intel's factory network with new facilities in Ohio and transforming the company into a contract manufacturer for other firms. The plan faced significant headwinds as Nvidia dominated the AI chip market, with cloud computing companies increasingly favoring Nvidia's processors for AI development over Intel's Gaudi line.

Intel's challenges culminated in an August earnings report showing a surprise loss, leading to dividend suspension and plans to cut over 15% of its 110,000-person workforce. Board Chairman Frank Yeary, now serving as interim executive chair, emphasized the need to prioritize Intel's product group to meet customer demands. The leadership change also impacts the Biden administration's semiconductor industry initiatives, as Intel was set to receive the largest grant under the $39 billion Chips Act program.

Multiple news outlets including Bloomberg and Reuters report that Gelsinger was forced out by the board because "directors felt Gelsinger's costly and ambitious plan to turn Intel around was not working and the progress of change was not fast enough."
Intel

Intel Required To Keep Control of Foundries Under $7.9 Billion Chips Act Deal 20

Intel must maintain majority control of its foundries as a condition of receiving $7.86 billion in U.S. CHIPS Act funding, according to terms disclosed in a regulatory filing [PDF]. The semiconductor giant will need to keep at least 50.1% ownership if the foundry unit is spun off privately, while no single shareholder can hold more than 35% of shares if it goes public unless Intel remains the largest stakeholder. The restrictions, which also require Intel to remain a customer, come as the company struggles financially and recently restructured its foundry business as an independent unit.
Businesses

Qualcomm Reportedly Loses Interest In Intel Takeover 51

Qualcomm's interest in acquiring Intel is cooling due to the complexity of the deal, Intel's debt, and regulatory hurdles. However, according to Bloomberg, Qualcomm may still explore acquiring certain divisions of Intel to expand into markets like PCs and networking. Tom's Hardware reports: [T]he proposed acquisition faced significant obstacles, including Intel's $50 billion debt, dropping CPU market share, and its struggling semiconductor manufacturing unit, an area where Qualcomm lacks expertise. A deal of this magnitude would also likely trigger extensive regulatory scrutiny, particularly in China, a key market for both companies.

Intel is undergoing significant restructuring under CEO Pat Gelsinger to reclaim its competitiveness in the semiconductor market in terms of products and process technologies. Still, for now, both Intel and Qualcomm are quite successful standalone companies. While the combination would make a formidable firm (probably facing unprecedented antitrust scrutiny), it does not make much sense for Qualcomm to make such a massive takeover. These factors have collectively made a complete takeover less appealing to Qualcomm. Meanwhile, selling off a part of the company to Qualcomm may not make sense for Intel.

Qualcomm aims to generate $22 billion in annual revenue by 2029 by expanding into markets like personal computers, networking, and automotive chips. Although Cristiano Amon, Qualcomm's chief executive, has stated that his company did not need a major takeover to achieve this goal, the company initiated preliminary discussions with Intel regarding a potential acquisition in September. Yet, it does not look like the deal is going to happen.
Intel

Intel's CHIPS Act Funding Cut By Over $600 Million (engadget.com) 25

The Biden administration is reducing Intel's CHIPS Act award by over $600 million, citing a $3 billion military contract the chipmaker was also awarded. Engadget reports: Initially set to receive $8.5 billion from the domestic silicon production bill, the company will get up to $7.85 billion instead. On Tuesday, The New York Times reported that Intel has extended some plant openings beyond 2030 government deadlines. Intel posted its biggest-ever quarterly loss last month after announcing 15,000 layoffs in August. The chip-maker's struggles have reportedly led some government officials to worry about its ability to deliver as a central component of the Biden White House's CHIPS Act.

Intel will receive at least $1 billion in CHIPS Act funding before the end of the year. The company plans to invest $90 billion in the US by the decade's end, a reduction from its initial goal of $100 billion in the next five years. The Commerce Department said the chip maker is still on schedule to invest the full $100 billion on projects in four states: Arizona ($3.94 billion), Oregon ($1.86 billion), Ohio ($1.5 billion) and New Mexico ($500 million).

Linux

Flamewar Leads to Declining of Bcachefs Pull Requests During Linux 6.13 Kernel Development Cycle (phoronix.com) 117

"Get your head examined. And get the fuck out of here with this shit." That's how Bcachefs developer Kent Overstreet ended a post on the Linux kernel mailing list.

This was followed by "insufficient action to restore the community's faith in having otherwise productive technical discussions without the fear of personal attacks," according to an official ruling by committee enforcing the kernel community's code of conduct. After formalizing an updated enforcement process for unacceptable behaviors, it then recommended that during the Linux 6.13 kernel development cycle, Overstreet's participation should be restricted (with his pull requests declined). Phoronix covered their ruling, and ItsFOSS and The Register offer some of the backstory.

Overstreet had already acknowledged that "Things really went off the rails (and I lost my cool, and earned the ire of the CoC committee)" in a 6,200-word blog post on his Patreon page. But he also emphasized that "I'm going to keep writing code no matter what. Things may turn into more of a hassle to actually get the code, but people who want to keep running bcachefs will always be able to (that's the beauty of open source, we can always fork), and I will keep supporting my users..."

More excerpts from Overstreet's blog post: I got an emails from multiple people, including from Linus, to the effect of "trust me, you don't want to be known as an asshole — you should probably send him an apology"... Linus is a genuinely good guy: I know a lot of people reading this will have also seen our pull request arguments, so I specifically wanted to say that here: I think he and I do get under each other's skin, but those arguments are the kind of arguments you get between people who care deeply about their work and simply have different perspectives on the situation...

[M]y response was to say "no" to a public apology, for a variety of reasons: because this was the result of an ongoing situation that had now impacted two different teams and projects, and I think that issue needs attention — and I think there's broader issues at stake here, regarding the CoC board. But mostly, because that kind of thing feels like it ought to be kept personal... I'd like a better process that isn't so heavy handed for dealing with situations where tensions rise and communications break down. As for that process: just talk to people... [W]e're a community. We're not interchangeable cogs to be kicked out and replaced when someone is "causing a problem", we should be watching out for each other...

Another note that I was raising with the CoC is that a culture of dismissiveness, of finding ways to avoid the technical discussions we're supposed to be having, really is toxic, and moreso than mere flamewars... we really do need to be engaging properly with each other in order to do our work well.

After the official response from the committee, Overstreet responded on the kernel mailing list. "I do want to apologize for things getting this heated the other day, but I need to also tell you why I reacted the way I did... I do take correctness issues very seriously, and I will get frosty or genuinely angry if they're being ignored or brushed aside."
Operating Systems

Steam Cuts the Cord For Legacy Windows, macOS (theregister.com) 26

The latest Steam client drops support for operating systems older than Windows 10 or macOS 10.15 Catalina. "That means Mac users can't run 32-bit games anymore, as all macOS versions from Catalina onward only run 64-bit binaries," reports The Register. From the report: [I]f you have a well-specified older Mac, here is another reason to check out Open Core Legacy Patcher. For now, macOS 10.15 Catalina will do but we suspect it won't for long. This version of Steam uses the equivalent to Chrome 126: "Updated embedded Chromium build in Steam to 126.0.6478.183." However, versions since Chrome 128 require macOS 11 or newer. For now, Catalina will work -- but the next significant Steam update will update Chromium as well, and there's a high probability that that will drop support for 10.15.

So, if you're using OCLP to install a newer macOS, you should probably go directly to Big Sur. In The Reg FOSS desk's testing, we found that Big Sur ran reasonably well on a machine with Intel HD 520 graphics, although the same hardware ran very poorly with macOS 12 Monterey. Unfortunately, the inevitable end is in sight for older Macs.
That said, the November 2024 Steam client update brings several "wins," including a built-in Game Recording feature, an upgraded Chromium browser engine, and the new "Scout" Linux runtime environment for improved compatibility and performance, especially on the Steam Deck and Linux distros. Additionally, it delivers bug fixes and enhancements for modern OS users.
Security

Apple Says Mac Users Targeted in Zero-Day Cyberattacks (techcrunch.com) 9

Apple has pushed out security updates that it says are "recommended for all users," after fixing a pair of security bugs used in active cyberattacks targeting Mac users. From a report: In a security advisory on its website, Apple said it was aware of two vulnerabilities that "may have been actively exploited on Intel-based Mac systems." The bugs are considered "zero day" vulnerabilities because they were unknown to Apple at the time they were exploited.

[...] The vulnerabilities were reported by security researchers at Google's Threat Analysis Group, which investigates government-backed hacking and cyberattacks, suggesting that a government actor may be involved in the attacks.

Linux

Linux Kernel 6.12 Has Been Released (omgubuntu.co.uk) 54

Slashdot unixbhaskar writes: Linus has released a fresh Linux kernel for public consumption. Please give it a try and report any glitches to the maintainers for improvement. Also, please do not forget to express your appreciation to those tireless folks who did all the hard work for you.
The blog OMG Ubuntu calls it "one of the most biggest kernel releases for a while," joking that it's a "really real-time kernel." The headline feature in Linux 6.12 is mainline support for PREEMPT_RT. This patch set dramatically improves the performance of real-time applications by making kernel processes pre-emptible — effectively enabled proper real-time computing... Meanwhile, Linus Torvalds himself contributes a new method for user-space address masking designed to claw back some of the performance lost due to Spectre-v1 mitigations.

You might have heard that kernel devs have been working to add QR error codes to Linux's kernel panic BSOD screen (as a waterfall of error text is often cut off and not easily copied for ad-hoc debugging). Well, Linux 6.12 adds support for those during Direct Rendering Manager panics...

A slew of new RISC-V CPU ISA extensions are supported in Linux 6.12; hybrid CPU scaling in the Intel P-State driver lands ahead of upcoming Intel Core Ultra 2000 chips; and AMD P-State driver improves AMD Boost and AMD Preferred Core features.

More coverage from the blog 9to5Linux highlights a new scheduler called sched_ext, Clang support (including LTO) for nolibc, support for NVIDIA's virtual command queue implementation for SMMUv3, and "an updated cpuidle tool that now displays the residency value of cpuidle states for a clearer and more detailed view of idle state information when using cpuidle-info." Linux kernel 6.12 also introduces SWIG bindings for libcpupower to make it easier for developers to write scripts that use and extend the functionality of libcpupower, support for translating normalized error addresses reported by an AMD memory controller into system physical addresses using a UEFI mechanism called platform runtime mechanism (PRM), as well as simplified loading of microcode patches on AMD Zen and newer CPUs by using the family, model, and stepping encoded in the patch revision number...

Moreover, Linux 6.12 adds support for running as a protected guest on Android as well as perf and support for a bunch of new interconnect PMUs. It also adds the final conversions to the new Intel VFM CPU model matching macros, rewrites the PCM buffer allocation handling and locking optimizations, and improves the USB audio driver...

Linux

Intel Sees a 3888.9% Performance Improvement in the Linux Kernel - From One Line of Code (phoronix.com) 61

An anonymous reader shared this report from Phoronix: Intel's Linux kernel test robot has reported a 3888.9% performance improvement in the mainline Linux kernel as of this past week...

Intel thankfully has the resources to maintain this automated service for per-kernel commit/patch testing and has been maintaining their public kernel test robot for years now to help catch performance changes both positive and negative to the Linux kernel code. The commit in question causing this massive uplift to performance is mm, mmap: limit THP alignment of anonymous mappings to PMD-aligned sizes. The patch message confirms it will fix some prior performance regressions and deliver some major uplift in specialized cases...

That mmap patch merged last week affects just one line of code.

This week the Register also reported that Linus Torvalds revised a previously-submitted security tweak that addressed Spectre and Meltdown security holes, writing in his commit message that "The kernel test robot reports a 2.6 percent improvement in the per_thread_ops benchmark."
AMD

AMD's Desktop PC Market Share Skyrockets Amid Intel's Raptor Lake CPU Crashing Scandal (tomshardware.com) 33

An anonymous reader shares a report: AMD has gained a substantial 5.7 percentage points of share of the desktop x86 CPU market in the third quarter compared to Q2, the largest quarterly share gain since we began tracking the market share reports in 2016. It also represents an incredible ten percentage point improvement over the prior year. AMD also raked in a strong increase in revenue share, jumping 8.5 percentage points over the prior quarter, indicating that it is selling a strong mix of higher-end CPU models.

During the quarter, AMD launched its new Ryzen 9000-series family of processors amid a scandal related to stability issues with Intel's Raptor Lake chips, which generated a flood of negative press for the company over the course of several months, and inventory adjustments for one of Intel's customers. AMD now commands 28.7% of the desktop processor market. AMD also continued to gain share in the laptop and server markets, though its gains on the desktop side of the business were the most impressive, according to Mercury Research.

Java

Intel Brings Back Workers' Free Coffee To Boost Morale (oregonlive.com) 166

An anonymous reader quotes a report from Oregon Live: Intel told employees this week that it will bring back free coffee and tea at its work sites, one of many benefits the chipmaker eliminated last summer as it sought to slash $10 billion from its annual budget. "Although Intel still faces cost challenges, we understand that small comforts play a significant role in our daily routines," Intel wrote on its internal messaging forum, called Circuit. "We know this is a small step, but we hope it is a meaningful one in supporting our workplace culture." Intel declined comment. The company did not resume offering free fruit, another perk eliminated last summer. Employees say privately that morale has been devastated by Intel's poor financial performance and by cutbacks aimed at returning the business to profitability.

[...] Christy Pambianchi, Intel's chief people officer, told employees that Intel had been spending $100 million annually on free and discounted food and beverages and couldn't afford to keep doing that. "Until we get into a better financial health position, we need to be suspending those," Pambianchi said, according to an account of the meeting reviewed by The Oregonian/OregonLive. By Wednesday the company had reversed itself, committing to keep its employees caffeinated.
In August, Intel announced plans to lay off over 16,000 employees, representing more than 15% of its global workforce. Its stock dropped to a 50-year low following the announcement. Starting November 8, Nvidia will replace the chipmaker on the Dow Jones Industrial Average.
Star Wars Prequels

New 'Star Wars' Trilogy In the Works (deadline.com) 178

According to Deadline's Mike Fleming Jr, Lucasfilm is developing a new Star Wars trilogy. It will be written by Simon Kinberg, who will also produce the films alongside Lucasfilm chief Kathleen Kennedy. From the report: I heard this will comprise Episodes 10-12 of The Skywalker Saga that began with George Lucas's 1977 first film, which, along with Steven Spielberg's Jaws, reshaped the global blockbuster game. Insiders disputed my intel that Kinberg will continue that storyline, saying this instead will begin a new saga, and sit alongside percolating Star Wars projects with James Mangold, Sharmeen Obaid-Chinoy, Taika Waititi and Donald Glover. As usual, Lucasfilm and Disney are not commenting.

Kinberg previously worked with Lucasfilm in co-creating with Dave Filoni and Carrie Beck the Emmy-nominated animated series Star Wars Rebels that ran for four seasons from 2014-2018. He was also a consultant on Star Wars Episode VII: The Force Awakens, the J.J. Abrams-directed film that revived the franchise in 2015. He has also been heavily involved in other franchises as writer and/or producer.

Intel

Intel Sued Over Raptor Lake Voltage Instability (theregister.com) 58

Intel faces a class-action lawsuit alleging its 13th and 14th generation desktop processors from 2022 and 2023 are defective, causing system instability and frequent crashes. The suit claims that Intel knew of the issue but continued marketing the processors anyway. The Register reports: The plaintiff, Mark Vanvalkenburgh of Orchard Park, New York, purchased an Intel Core i7-13700K from Best Buy in January 2023, according to the complaint [PDF]. "After purchasing the product, Plaintiff learned that the processor was defective, unstable, and crashing at high rates," the complaint claims. "The processor caused issues in his computer, including random screen blackouts and random computer restarts. These issues were not resolved even after he attempted to install a patch issued by Intel for its 13th Generation processors."

The potential class-action lawsuit cites various media reports and social media posts dating back to December 2022 that describe problems with Intel's 13th and 14th generation processors, known as Raptor Lake. These reports document unexplained failures and system instability, as well as a higher-than-expected rate of product returns. "By late 2022 or early 2023, Intel knew of the defect," the complaint says. "Intel's Products undergo pre-release and post-release testing. Through these tests, Intel became aware of the defect in the processors." And because Intel continued making marketing claims touting the speed and performance of its products, with no mention of any defect, the complaint alleges that Intel committed fraud by omission, breached implied warranty, and violated New York General Business Law.

AMD

'A New Gaming CPU King': AMD's New Ryzen 7 9800X3D Reviewed 52

"AMD's Ryzen 7 9800X3D debuts with impressive performance gains, powered by advanced 3D V-Cache technology and improved thermal efficiency," writes Slashdot reader jjslash. "While the CPU shines as a top choice right out of the gate, AMD's history of quick price cuts suggests waiting could yield even better value for savvy buyers." TechSpot reports: Today we're finally able to show you how AMD's new Ryzen 7 9800X3D performs, and spoiler alert -- it's a real weapon that solves the issues we encountered with the non-3D Zen 5 chips before this. Without question, this is the best CPU released since the 7800X3D, making this launch particularly exciting. [...] For now, the 9800X3D is mighty impressive, the undisputed king of gaming, and it marks a historic milestone. We don't think AMD has ever been this dominant over Intel, certainly not in the last 15 years.
AMD

AMD Overtakes Intel in Datacenter Sales For First Time (tomshardware.com) 48

AMD has surpassed Intel in datacenter processor sales for the first time in history, marking a dramatic shift in the server chip market. AMD's datacenter revenue hit $3.549 billion in Q3, edging out Intel's $3.3 billion, according to SemiAnalysis.

The milestone ends Intel's decades-long dominance in server processors, where it held over 90% market share until recent years. AMD's EPYC processors now power many high-end servers, commanding premium prices despite selling at lower costs than comparable Intel chips.
Businesses

NVIDIA Replaces Rival Chipmaker Intel on the Dow Jones Industrial Average (cnbc.com) 39

In 1896 the Dow Jones Industrial Average (or DJIA) was created as a kind of proxy indicator for the wider stock market. "A stock is typically added only if the company has an excellent reputation, demonstrates sustained growth and is of interest to a large number of investors," according to a source cited by Yahoo Finance. Its mix of stocks might be informally considered a sign of the times, since it's made up of 30 stocks that according to Wikipedia have been changed only 57 times over the last 128 years.

Wait — make that 58.... CNBC reports that NVIDIA is replacing Intel in the DJIA, "a shakeup to the blue-chip index that reflects the boom in AI and a major shift in the semiconductor industry." Companies including Microsoft, Meta, Google and Amazon are purchasing Nvidia's GPUs, such as the H100, in massive quantities to build clusters of computers for their AI work. Nvidia's revenue has more than doubled in each of the past five quarters, and has at least tripled in three of them. The company has sginaled that demand for its next-generation AI GPU called Blackwell is "insane...."

While Nvidia has been soaring, Intel has been slumping. Long the dominant maker of PC chips, Intel has lost market share to Advanced Micro Devices and has made very little headway in AI. Intel shares have fallen by more than half this year as the company struggles with manufacturing challenges and new competition for its central processors. Intel said in a filing this week that the board's audit and finance committee approved cost and capital reduction activities, including lowering head count by 16,500 employees and reducing its real estate footprint. The job cuts were originally announced in August."

The DJIA will now include four of six tech companies worth $1 trillion — Apple, Microsoft, NVIDIA, and Amazon (which joined in February, replacing the owners of the Walgreens pharmacy chain). The other two trillion-dollar tech companies (not included in the DJIA) are Meta and Alphabet.

Adding NVIDIA to the DJIA will ensure "more representative exposure to the semiconductors industry" within the average, the index's curators told the Washington Post.

And also leaving the DJIA is power-generation company AES (which according to CNBC had a power mix of 54% renewables, 27% natural gas, 17% coal). It will be replaced by Vistra, defined by Wikipedia as America's largest competitive power generator, "with a capacity of approximately 39GW powered by a diverse portfolio including natural gas, nuclear, solar, and battery energy storage facilities." In the 2020 Forbes Global 2000, Vistra Energy was ranked as the 756th-largest public company in the world. The company owns the Moss Landing Power Plant in California which currently (2021) contains the largest battery energy storage system in the world (400-MW/1,600-MWh). As of 2020, the company was ranked as the highest CO2 emitter in the U.S.
Intel

Intel's Future Laptops Will Have Memory Sticks Again (theverge.com) 47

Intel is rolling back one of the biggest changes to its laptop chips in years. The Verge: Remember how this fall's Lunar Lake laptops ditched the idea of memory sticks, putting a fixed amount of RAM on the processor package instead? Intel CEO Pat Gelsinger now says that turned out to be a financial mistake, and Intel won't do it again. Oh, and he may be axing desktop GPUs, too. Future Intel generations of chips, including Panther Lake and Nova Lake, won't have baked-on memory. "It's not a good way to run the business, so it really is for us a one-off with Lunar Lake," said Gelsinger on Intel's Q3 2024 earnings call, as spotted by VideoCardz.
AI

Nvidia Passes Apple to Become the World's Most Valuable Company - Powered by Demand for AI Chips (nbcnews.com) 52

"Nvidia dethroned Apple as the world's most valuable company on Friday..." reports Reuters, "powered by insatiable demand for its specialized artificial intelligence chips." Nvidia's stock market value briefly touched $3.53 trillion, slightly above Apple's $3.52 trillion, LSEG data showed... In June, Nvidia briefly became the world's most valuable company before it was overtaken by Microsoft and Apple. The tech trio's market capitalizations have been neck-and-neck for several months. [Friday] Microsoft's market value stood at $3.18 trillion, with its stock up 0.8%...

Nvidia's shares hit a record high on Tuesday, building on a rally from last week when TSMC, the world's largest contract chipmaker, posted a forecast-beating 54% jump in quarterly profit driven by soaring demand for chips used in AI.

The article points out that by the end of the day Friday, Nvidia's valuation had dropped to $3.47 trillion, while Apple had risen to $3.52 trillion...
The Courts

Europe's Top Court Rules For Intel To End Long-Running Antitrust Case (reuters.com) 11

The EU Court of Justice ruled in favor of Intel, dismissing the European Commission's appeal and ending a nearly two-decade-long case over allegations that Intel's rebates to computer makers were anticompetitive. Reuters reports: The European Commission had fined Intel for giving rebates to computer makers Dell, Hewlett-Packard and Lenovo for buying most of their chips from Intel, which regulators said was an attempt to block Advanced Micro Devices. Regulators generally oppose rebates offered by dominant companies because they fear they may be anticompetitive, while companies say enforcers must prove discounts have anticompetitive effects before companies are sanctioned.

EU regulators had initially fined Intel 1.06 billion euros ($1.14 billion) but a lower tribunal scrapped that. Intel's case was boosted earlier this year when an adviser to the court said regulators had not properly performed an economic analysis.

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