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Samsung Delays $44 Billion Texas Chip Fab Because 'There Are No Customers'

1 day 23 hours ago
An anonymous reader quotes a report from Tom's Hardware: Samsung is reportedly delaying the launch of its Taylor, Texas, fab, citing difficulties in securing customers for its output. Sources told Nikkei Asia that even if the South Korean chipmaker brings in the necessary equipment to produce chips at the new plant, the company cannot do anything with them due to the lack of demand. Aside from that, the original planned process node for the Taylor plant is no longer aligned with current demand, highlighting the rapid pace of semiconductor technology. The chip maker started construction on the Taylor fab in 2022, with an initial investment of $17 billion. By 2024, the company decided to double this to $44 billion, with the addition of another advanced fab and expanded R&D operations. This move is supported by a $6.6-billion CHIPS Act subsidy, which was finalized in December last year, despite multiple delays and setbacks. Samsung C&T, the primary contractor for the Taylor fab, states that construction of the site is progressing. Documents from the company show that the site is almost 92% complete as of March 2024. Work on the site was originally scheduled to finish the following month, but regulatory filings indicate that this was moved to October. No reason was given for the delay, but multiple sources indicate that it occurred due to a lack of demand. It was initially planned for the Taylor Fab to produce chips for the 4nm process node, but this has since been upgraded to 2nm, to compete with TSMC and Intel. A supply chain executive told the publication that there is little demand for the originally planned 4nm process node at the site. "Local demand for chips isn't particularly strong, and the process nodes Samsung planned several years ago no longer meet with current customer needs," the executive said to Nikkei Asia. "However, overhauling the plant would be a major and costly undertaking, so the company is adopting a wait-and-see approach for now." Although it has already declared its intention to upgrade the site to manufacture the 2nm process node, that is a resource-intensive task in terms of time, effort, and money. Despite the lack of customers, Samsung says it will proceed with opening the Taylor Fab by 2026 -- a necessary move to qualify for CHIPS Act funding and avoid falling behind competitors like TSMC. Delaying further could jeopardize billions already invested in the project.

Read more of this story at Slashdot.

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Microsoft Copilot Joins ChatGPT At the Feet of the Mighty Atari 2600 Video Chess

1 day 23 hours ago
Robert Caruso once again pitted an AI chatbot against Atari 2600 Video Chess -- this time using Microsoft's Copilot instead of ChatGPT. Despite confident claims of chess mastery, Copilot fell just as hard. The Register reports: By now, anybody with experience of today's generative AI systems will know what happened. Copilot's hubris was misplaced. Its moves were... interesting, and it managed to lose two pawns, a knight, and a bishop while the mighty Atari 2600 Video Chess was only down a single pawn. Eventually, Caruso asked Copilot to compare what it thought the board looked like with the last screenshot he'd pasted, and the chatbot admitted they were different. "ChatGPT deja vu." There was no way Microsoft's chatbot could win with this handicap. Still, it was gracious in defeat: "Atari's earned the win this round. I'll tip my digital king with dignity and honor [to the] the vintage silicon mastermind that bested me fair and square." Caruso's experiment is amusing but also highlights the absolute confidence with which an AI can spout nonsense. Copilot (like ChatGPT) had likely been trained on the fundamentals of chess, but could not create strategies. The problem was compounded by the fact that what it understood the positions on the chessboard to be, versus reality, appeared to be markedly different. The story's moral has to be: Beware of the confidence of chatbots. LLMs are apparently good at some things. A 45-year-old chess game is clearly not one of them.

Read more of this story at Slashdot.

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