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What If Your Chip, Plane, Data Center Silently Failed?

What If Your Chip, Plane, Data Center Silently Failed?

By Junko Yoshida

What’s at stake:
Picture chips in data centers silently failing, leaving no trace in system logs. Such undetectable errors could steadily spread contagion across several services. Consider such a scenario in a two-engine airplane. Suppose one of the engines silently dies, unnoticed. After landing, the pilot takes off again for a new mission, assuming he has two functioning engines. One could say that this is impossible because the pilot can see — and hear — the busted engine. Unlike the plane, a busted engine in a datacenter hyperscaler can’t be seen or heard, and won’t kill anyone. But the silent crash of a critical component could trigger system-wide failures.

Designers, manufacturers and users of chips have long dreaded “soft errors,” if chips subjected to particle strikes from cosmic rays suffer unexpected bit flips.

Meanwhile, hyperscalers are lately alarmed about “hard errors” in chips with a physical defect that slipped through the manufacturing testing process or degraded gradually while deployed for a long time.

Both types of error are devastating to computing systems, especially when their “silence” affects critical missions. When chips give no indication that something has gone wrong or miscalculated, the phenomenon is called “Silent Data Corruption (SDC).”

Read More »What If Your Chip, Plane, Data Center Silently Failed?
Intel Needs an Active, Competent Board, not a ‘Savior’ CEO

Intel Says it’s Building ‘Two World-Class Companies.’ Meaning, please?

By Bolaji Ojo

What’s at stake:

Is Intel intentionally dropping hints that it is heading towards setting up its foundry operation as a standalone business? Its products group is being primed to be a fabless chipmaker says CEO Patrick Gelsinger who adds he is building “two world-class companies.” Yet Gelsinger insists the current corporate structure will not be changed. Where exactly is Intel headed? An independent Intel Foundry Services will light a fire under market leaders Samsung and TSMC, shake up the supply chain and rebalance global chip production but is this the future for Intel? If so, is the chip market ready for another major, pureplay Foundry?

Intel Corp.’s massive challenges and the efforts of its recent leaders to thread their way back to growth have become the subject of MBA studies.

Additional fodder for business school forensic examination of Intel cropped up last week in CEO Patrick Gelsinger’s subtle but intriguing hints about the chipmaker’s future.

After repeatedly insisting that the microprocessor supplier’s revitalization plans do not include a breakup, Gelsinger last week said: “We’re building two world-class companies,” referring to the company’s products group and Intel Foundry Services, the unit created to provide outsourced semiconductor manufacturing services to other chipmakers.

To further deepen the mystery, Gelsinger said his goal is to turn the company’s products group into a “world-class fabless company.” Will these two entities co-exist under the same stable or will they separate and fashion their separate futures as independent entities?

Read More »Intel Says it’s Building ‘Two World-Class Companies.’ Meaning, please?

With Nvidia, It’s Always Take It or Leave It

By Junko Yoshida

What’s at stake:
To Cuda or not to Cuda revives the decades-old debate over licensed vs. open-source software. But at stake is the safety, for those who choose to develop their own AV software stack outside the context of a safety-certified Nvidia’s SoC and Drive OS. The onus of qualification is now placed on the carmakers’ system integrators. It’s “a huge undertaking,” to say the least, according to a safety expert.

In designing next-generation highly automated vehicles, carmakers’ top priority has to be the right advanced automotive SoC. OEMs need a highly integrated chip with enough processing capability to power neural networks, support sensor fusion and manage central engine functions in new ADAS models.

Read More »With Nvidia, It’s Always Take It or Leave It
Tenstorrent’s Not-So-Secret AI Plan: ‘Don’t Compete with Nvidia’

Tenstorrent’s Not-So-Secret AI Plan: ‘Don’t Compete with Nvidia’

By Junko Yoshida

What’s at stake:
Startup survival hinges on Rule One: Never run out of money. Whether Cerebra, Tenstorrent, Groq or SambaNova, every AI chip startup faces the underdog challenge of keeping up the money flow in a market where Nvidia calls most of the shots.

Tout the unique architecture of your AI processor/accelerator. Check. Trot out your all-star engineering team. Check. Chart your product roadmap and mark the milestones. Check. 

Now, explain a credible strategy for competing toe-to-toe against Goliath and the Philistines … er, Nvidia? Investors and developers want to know.

Read More »Tenstorrent’s Not-So-Secret AI Plan: ‘Don’t Compete with Nvidia’
As 2 nm approaches, the focus shifts toward interconnect

As 2nm Approaches, the Focus Shifts Toward Interconnect

By Ron Wilson

What’s at stake:
2 nm process nodes will require novel transistors and will push the limits of EUV lithography. But if the interconnect can’t scale as well as the transistors, the new processes will deliver neither the speed, nor the density, nor the power savings designers are seeking.

As the leading edge of the semiconductor manufacturing industry — that is, Intel, Samsung, and TSMC — grinds inexorably toward the 2 nm process node, there has been much discussion of new kinds of transistors and of the new demands on EUV lithography. But another element of process technology is equally critical to the success of 2nm, and equally hard to scale: the interconnect wires that connect the transistors into circuits, and the circuits into functional blocks.

Read More »As 2nm Approaches, the Focus Shifts Toward Interconnect

TSMC’s ‘Invaluable’ Status Makes it a Target. Change, it Must

By Bolaji Ojo

What’s at stake

TSMC’s founders and the government of Taiwan didn’t plan on it becoming such a linchpin in electronic production but now that it has become the world’s No. 1 foundry, the role comes with responsibilities beyond the island’s geographic borders. Is the contract chipmaker willing and ready to shoulder the burdens that governments at home and abroad, customers and the entire semiconductor industry have placed on it?

In market capitalization, Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is a distant second to customer Nvidia Corp., the world’s most valuable chipmaker.

Nvidia’s CEO Jensen Huang is on record for admitting his company – without the services provided by TSMC – would either not exist or be a completely different enterprise playing a much smaller role in the electronics value chain.

Not everyone in the electronics market would so bluntly state their reliance on the Hsinchu, Taiwan-based foundry. Apple Inc., the foundry’s biggest and perhaps most important customer accounting for about one-quarter of TSMC’s annual revenue, hardly talks about the supplier it relies upon for the majority of its semiconductor requirements.

The technology world may not admit this reality to themselves, but one company – TSMC – has become its most “invaluable” asset. TSMC is redefining how the industry operates and, in some ways, even its future. This is a fact the industry struggles with, hesitant to openly discuss what could turn into its biggest headache if a major disaster happens in Taiwan or if governments clash over the island’s future.

Read More »TSMC’s ‘Invaluable’ Status Makes it a Target. Change, it Must
What is a foundry? Is it time for redefinition or regulation?

What Is a Foundry? Is It Time for Redefinition or Regulation?

By Peter Clarke

What’s at stake?
At stake is hundreds of chip companies’ access to competitive semiconductor manufacturing. As chip and manufacturing processing complexity has increased the openness of the foundry market has diminished and the leader Taiwan Semiconductor Manufacturing Company (TSMC) is getting twitchy about the prospect of anti-trust regulation.

Access to semiconductor manufacturing has always been a contentious thing. Back in the very early days vertical integration of technology-based companies was standard. Every chip company was a semiconductor manufacturer that did device design by hand.

Third parties who wanted to benefit from earliest integrated circuits had to go to one of those companies skilled in the art and beg for wafer production otherwise destined for the fab operator’s primary business. Availability could come and go with market demand and lulls.

There were relatively many chip companies – or integrated device manufacturers (IDMs) – particularly across the United States. Each had proprietary methods and preferences and were slightly, or not at all, inclined to provide manufacturing services. And they were in control.

And here we have come full circle but with the change that there’s only somewhere between one and three companies skilled in the art at the leading-edge. Those being Intel, Samsung Electronics and Taiwan Semiconductor Manufacturing Co. Ltd.

Read More »What Is a Foundry? Is It Time for Redefinition or Regulation?
Update: CrowdStrike Pushed ‘Data Changes’ Without Testing

Update: CrowdStrike Pushed ‘Data Changes’ Without Testing

By Junko Yoshida

CrowdStrike released a preliminary incident report on the catastrophic software update that caused a global IT outage last Friday.

The company’s proposed remedies, in a section entitled “How Do We Prevent This From Happening Again?” parallel recommendations in our previous story

CrowdStrike now says it will “implement a staggered deployment strategy for Rapid Response Content.” But some details in the preliminary report are surprising, particularly CrowdStrike’s explanation of how it implemented massively deploy its so-called “Rapid Response Content” without testing.

It turns out, as professor Phil Koopman of Carnegie Mellon University, concluded in our recent interview, that Crowdstrike tests software changes subject to phased release by IT groups. “But it pushes data changes straight to production with NO TESTING. The only precaution is a check by CrowdStrike’s own Content Validator.” The Content Validator was defective, added Koopman, “allowing bad content to get through.”

Read More »Update: CrowdStrike Pushed ‘Data Changes’ Without Testing