TSMC May Surpass Intel In Quarterly Revenue For First Time

Wall Street analysts estimate TSMC will grow second-quarter revenue 43 percent quarter-over-quarter to $18.1 billion. Intel, on the other hand, is expected to see sales decline 2 percent sequentially to $17.98 billion in the same period, according to estimates collected by Yahoo Finance. The Register reports: The potential for TSMC to surpass Intel in quarterly revenue is indicative of how demand has grown for contract chip manufacturing, fueled by companies like Qualcomm, Nvidia, AMD, and Apple who design their own chips and outsource manufacturing to foundries like TSMC. This trend has created a quandary for Intel. The semiconductor giant has traditionally manufactured the chips it designs as part of its integrated device manufacturing model but the company is now increasingly reliant on TSMC and other foundries for certain components, while expanding its own manufacturing capacity in the West.

The kicker is that Intel plans to use this increased capacity to produce more of its own chips while also supporting its revitalized foundry business, which hopes to take business from TSMC and South Korea’s Samsung, the industry’s other leading-edge chipmaker, in the future. This new strategy by Intel is called IDM 2.0, and it means the chipmaker will have to juggle two somewhat conflicting objectives:

– taking foundry market share away from TSMC and Samsung by convincing various fabless chip designers to use its plants;

– and using leading-edge nodes from TSMC and Samsung for certain components to compete with fabless companies like AMD and Nvidia. “Samsung has already surpassed Intel as the largest semiconductor company by revenue, so TSMC potentially growing larger than the x86 giant further underscores the tentative position Intel is in,” concludes the report.

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Apple Exec Says Samsung Copied iPhone and Simply ‘Put a Bigger Screen Around It’

In a new documentary about the evolution of the iPhone, Apple’s marketing chief Greg Joswiak was seen calling Samsung “annoying” and accusing them of poorly copying Apple’s technology. “They were annoying,” said Joswiak. “And they were annoying because, as you know, they ripped off our technology. They took the innovations that we had created and created a poor copy of it, and just put a bigger screen around it. So, yeah, we were none too pleased.” MacRumors reports: Samsung launched the Galaxy S4 with a 5-inch display in early 2013, at a time when the iPhone 5 had a 4-inch display. Apple did eventually release its first larger smartphones with the 4.7-inch iPhone 6 and 5.5-inch iPhone 6 Plus in 2014, and the devices were met with strong demand and went on to be among the best-selling iPhone models ever.

Apple sued Samsung in 2011 for patent infringement, alleging that Samsung copied the iPhone’s design with its own Galaxy line of smartphones. Apple was initially awarded around $1 billion in damages, but the amount was lowered in a subsequent retrial. In 2018, Apple finally settled with Samsung and reiterated the following statement: “We believe deeply in the value of design, and our teams work tirelessly to create innovative products that delight our customers. This case has always been about more than money. Apple ignited the smartphone revolution with iPhone and it is a fact that Samsung blatantly copied our design. It is important that we continue to protect the hard work and innovation of so many people at Apple. We’re grateful to the jury for their service and pleased they agree that Samsung should pay for copying our products.” The full documentary can be watched on The Wall Street Journal’s website.

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Airbnb Makes Its Party Ban Permanent

Airbnb on Tuesday announced a global ban on parties, following a temporary restriction it put in place two years ago. CNBC reports: The company is permanently banning “disruptive parties and events,” which include open-invite gatherings. “Party houses,” which people book to throw a large event for just one night, will stay banned as well. Airbnb placed a ban on party houses and rolled out several safety features in 2019 after five people were killed in a shooting at one of its bookings. In 2020, the company instituted a global ban on all parties as the pandemic hit.

Airbnb said that since it implemented its policy in August 2020, it has seen a 44% year-over-year drop in the rate of party reports. “The temporary ban has proved effective, and today we are officially codifying the ban as our policy,” the company said in a blog post. Airbnb said guests who attempt to violate its rules will face consequences varying from account suspension to full removal from the platform. In 2021, for example, more than 6,600 guests were suspended from Airbnb for violating its party ban.

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Goodbye Zachtronics, Developers of Very Cool Video Games

An anonymous reader quotes a report from Kotaku: On July 5, Zachtronics will be releasing Last Call BBS, a collection of stylish little puzzle games wrapped up in a retro PC gaming vibe. After 11 years in business (and even longer outside of commercial releases), a time which has seen the studio develop a cult following almost unrivaled in indie gaming, it will be the last new game Zachtronics will ever release. We spoke to founder Zach Barth to find out why.

Named for founder Zach Barth, Zachtronics has spent most of those 11 years specializing in puzzle games (or variations on the theme). And pretty much every single one of them has been great (or at least interesting). […] The result has been a succession of games that may not have been to everyone’s tastes, but for those with whom they resonated, it was their shit. It’s not hard seeing why: most of Zachtronics’ games involved challenging puzzles, but also a deeply cool and interesting presentation surrounding them, such as the grimy hacker aesthetic of Exapunks, or the Advance Wars-like Mobius Front 83. Given those initial and superficial differences, it can sometimes be hard pinpointing exactly what makes a game so clearly a Zachtronics joint, but like love and art, when you see it you just know it.

So it’s sad, but also awesome in its own way, that 2022 will see the end of Zachtronics. Not because their publisher shuttered them, or because their venture capital funding ran out, or because Activision made them work on Call of Duty, or any other number of reasons (bankruptcy! scandal!) game developers usually close their doors. No, Zachtronics is closing because…they want to. “We’re wrapping things up!” Barth tells Kotaku’s Luke Plunkett. “Zachtronics will release Last Call BBS next month. We’re also working on a long-awaited solitaire collection that we’re hoping to have out by the end of the year. After that, the team will disband. We all have different ideas, interests, tolerances for risk, and so on, so we’re still figuring out what we want to do next.”

“We felt it was time for a change. This might sound weird, but while we got very good at making ‘Zachtronics games’ over the last twelve years, it was hard for us to make anything else. We were fortunate enough to carve out a special niche, and I’m thankful that we’ve been able to occupy it and survive in it, but it also kept us locked into doing something we didn’t feel like doing forever.”

Last Call BBS will be released on July 5 on Steam. You can view the trailer here.

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On NetHack’s 35th Anniversary, It’s Displayed at Museum of Modern Art

Switzerland-based software developer Jean-Christophe Collet writes:
A long time ago I got involved with the development of NetHack, a very early computer role playing game, and soon joined the DevTeam, as we’ve been known since the early days. I was very active for the first 10 years then progressively faded out even though I am still officially (or semi-officially as there is nothing much really “official” about NetHack, but more on that later) part of the team.

This is how, as we were closing on the 35th anniversary of the project, I learned that NetHack was being added to the collection of the Museum of Modern Art of New York. It had been selected by the Architecture and Design department for its small collection of video games, and was going to be displayed as part of the Never Alone exhibition this fall.

From its humble beginnings as a fork of the 1982 dungeon-exploring game “Hack” (based on the 1980 game Rogue), Nethack influenced both Diablo and Torchlight, Collet writes. But that’s just the beginning:

It is one of the oldest open-source projects still in activity. It actually predates the term “open-source” (it was “free software” back then) and even the GPL by a few years. It is also one of the first, if not the first software project to be developed entirely over the Internet by a team distributed across the globe (hence the “Net” in “NetHack”).
In the same spirit, it is one of the first projects to take feedback, suggestions, bug reports and bug fixes from the online community (mostly over UseNet at the time) long, long before tools like GitHub (or Git for that matter), BugZilla or Discord were even a glimmer of an idea in the minds of their creators….

So what did I learn working as part of the NetHack DevTeam?

First, I learned that you should always write clean code that you won’t be embarrassed by, 35 years later, when it ends up in a museum….

Collet praises things like asynchronous communication and distributed teams, before closing with the final lesson he learned. “Having fun is the best way to boost your creativity and productivity to the highest levels.

“There is no substitute…. I am incredibly grateful to have been part of that adventure.”

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OpenAI Has Trained a Neural Network To Competently Play Minecraft

In a blog post today, OpenAI says they’ve “trained a neural network to play Minecraft by Video PreTraining (VPT) on a massive unlabeled video dataset of human Minecraft play, while using only a small amount of labeled contractor data.” The model can reportedly learn to craft diamond tools, “a task that usually takes proficient humans over 20 minutes (24,000 actions),” they note. From the post: In order to utilize the wealth of unlabeled video data available on the internet, we introduce a novel, yet simple, semi-supervised imitation learning method: Video PreTraining (VPT). We start by gathering a small dataset from contractors where we record not only their video, but also the actions they took, which in our case are keypresses and mouse movements. With this data we train an inverse dynamics model (IDM), which predicts the action being taken at each step in the video. Importantly, the IDM can use past and future information to guess the action at each step. This task is much easier and thus requires far less data than the behavioral cloning task of predicting actions given past video frames only, which requires inferring what the person wants to do and how to accomplish it. We can then use the trained IDM to label a much larger dataset of online videos and learn to act via behavioral cloning.

We chose to validate our method in Minecraft because it (1) is one of the most actively played video games in the world and thus has a wealth of freely available video data and (2) is open-ended with a wide variety of things to do, similar to real-world applications such as computer usage. Unlike prior works in Minecraft that use simplified action spaces aimed at easing exploration, our AI uses the much more generally applicable, though also much more difficult, native human interface: 20Hz framerate with the mouse and keyboard.

Trained on 70,000 hours of IDM-labeled online video, our behavioral cloning model (the âoeVPT foundation modelâ) accomplishes tasks in Minecraft that are nearly impossible to achieve with reinforcement learning from scratch. It learns to chop down trees to collect logs, craft those logs into planks, and then craft those planks into a crafting table; this sequence takes a human proficient in Minecraft approximately 50 seconds or 1,000 consecutive game actions. Additionally, the model performs other complex skills humans often do in the game, such as swimming, hunting animals for food, and eating that food. It also learned the skill of “pillar jumping,” a common behavior in Minecraft of elevating yourself by repeatedly jumping and placing a block underneath yourself. For more information, OpenAI has a paper (PDF) about the project.

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New Linux Foundation Podcast: ‘Untold Stories of Open Source’

The nonprofit Linux Foundation pays Linus Torvalds’ salary and supports many other open source projects. But they also launched a new podcast series this week covering “The Untold Stories of Open Source.”

“Each week we explore the people who are supporting Open Source projects, how they became involved with it, and the problems they faced along the way,” explains the podcast’s GitHub page (where you can put in a pull request to suggest future episodes or track the project’s progress.)

The podcast is available on its official web page, as well as on Spotify, Apple, Google, or “wherever you listen to your podcasts,” according to an announcement from the Linux Foundation. An introductory page says the podcast will be “used to inform the Linux and Open Source communities as to the current state in development of open source initiatives and Linux Foundation Projects. It is vendor neutral, with no interviews of commercial product vendors or sales teams.”

Here’s the first four episodes:

Balancing Priorities at the Cloud Native Computing Foundation, with Priyanka Sharma, general manager
A Life in Open Source, with Brian Behlendorf, general manager at Open Source Security Foundation
A New Model for Technical Training, with Clyde Seepersad, senior vice president of the Linux Foundation’s training/certification project
The Business Side of Open Source, with Patrick Debois, “godfather of DevOps”

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US Proposes New Rules to Curb ‘Meme Stock’ Rallies

America’s Securities and Exchange Commission “is considering broad changes to curb the frenetic trading of stocks based on social media activity,” reports Reuters:

The proposed overhaul would be the biggest change to Wall Street’s rules since 2005 and would affect nearly every corner of the market, from commission-free brokerages to market makers and exchanges. The U.S. House Committee on Financial Services on Friday called for the SEC, along with other regulators, to do more to protect the markets from similar events….

The U.S. House Financial Services Committee on Friday urged Congress to adopt legislation mandating the SEC study how its rules need to change to address new technological developments, such as digital engagement practices and social media-driven market activity.

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Meme-Stock Probe Finds Robinhood Woes Were Worse Than It Let On

Bloomberg writes that the makers of the Robinhood app “faced a more dire situation during the height of last year’s meme-stock frenzy than executives at the online brokerage let on publicly, according to a report from top Democrats on a key congressional committee.”

A more-than-yearlong investigation by staff on the House Financial Services Committee concluded Friday that the frenzied trading in GameStop Corp. and AMC Entertainment Holdings Inc. posed a significant threat to the online brokerage. Robinhood avoided defaulting on its regulatory collateral obligations in late January 2021 only because it received a waiver from its clearinghouse, according to the findings… “The company was only saved from defaulting on its daily collateral deposit requirement by a discretionary and unexplained waiver,” according to the report. “Robinhood’s risk-management processes did not work well to predict and avert the risk of default that materialized….”

The 138-page document released on Friday provides the most detailed look yet at how alarmed Robinhood executives grew over the situation in late January 2021. According to the findings, those actions didn’t match the firm’s public assertions.

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