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Sunday, February 28, 2021

Google’s deep learning finds a critical path in AI chips - ZDNet

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google-brain-2021-search-space-of-ai-acclerator.png

The so-called search space of an accelerator chip for artificial intelligence, meaning, the functional blocks that the chip's architecture must optimize for. Characteristic to many AI chips are parallel, identical processor elements for masses of simple math operations, here called a "PE," for doing lots of vector-matrix multiplications that are the workhorse of neural net processing.

Yazdanbakhsh et al.

A year ago, ZDNet spoke with Google Brain director Jeff Dean about how the company is using artificial intelligence to advance its internal development of custom chips to accelerate its software. Dean noted that deep learning forms of artificial intelligence can in some cases make better decisions than humans about how to lay out circuitry in a chip.

This month, Google unveiled to the world one of those research projects, called Apollo, in a paper posted on the arXiv file server, "Apollo: Transferable Architecture Exploration," and a companion blog post by lead author Amir Yazdanbakhsh. 

Apollo represents an intriguing development that moves past what Dean hinted at in his formal address a year ago at the International Solid State Circuits Conference, and in his remarks to ZDNet.

In the example Dean gave at the time, machine learning could be used for some low-level design decisions, known as "place and route." In place and route, chip designers use software to determine the layout of the circuits that form the chip's operations, analogous to designing the floor plan of a building.

In Apollo, by contrast, rather than a floor plan, the program is performing what Yazdanbakhsh and colleagues call "architecture exploration." 

The architecture for a chip is the design of the functional elements of a chip, how they interact, and how software programmers should gain access to those functional elements. 

For example, a classic Intel x86 processor has a certain amount of on-chip memory, a dedicated arithmetic-logic unit, and a number of registers, among other things. The way those parts are put together gives the so-called Intel architecture its meaning.

Asked about Dean's description, Yazdanbakhsh told ZDNet in email, "I would see our work and place-and-route project orthogonal and complementary.

"Architecture exploration is much higher-level than place-and-route in the computing stack," explained Yazdanbakhsh, referring to a presentation by Cornell University's Christopher Batten. 

"I believe it [architecture exploration] is where a higher margin for performance improvement exists," said Yazdanbakhsh.

Yazdanbakhsh and colleagues call Apollo the "first transferable architecture exploration infrastructure," the first program that gets better at exploring possible chip architectures the more it works on different chips, thus transferring what is learned to each new task.

The chips that Yazdanbakhsh and the team are developing are themselves chips for AI, known as accelerators. This is the same class of chips as the Nvidia A100 "Ampere" GPUs, the Cerebras Systems WSE chip, and many other startup parts currently hitting the market. Hence, a nice symmetry, using AI to design chips to run AI.

Given that the task is to design an AI chip, the architectures that the Apollo program is exploring are architectures suited to running neural networks. And that means lots of linear algebra, lots of simple mathematical units that perform matrix multiplications and sum the results.

The team define the challenge as one of finding the right mix of those math blocks to suit a given AI task. They chose a fairly simple AI task, a convolutional neural network called MobileNet, which is a resource-efficient network designed in 2017 by Andrew G. Howard and colleagues at Google. In addition, they tested workloads using several internally-designed networks for tasks such as object detection and semantic segmentation. 

In this way, the goal becomes, What are the right parameters for the architecture of a chip such that for a given neural network task, the chip meets certain criteria such as speed?

The search involved sorting through over 452 million parameters, including how many of the math units, called processor elements, would be used, and how much parameter memory and activation memory would be optimal for a given model. 

google-brain-2021-violin-plots-of-chip-design-optimization.png

The virtue of Apollo is to put a variety of existing optimization methods head to head, to see how they stack up in optimizing the architecture of a novel chip design. Here, violin plots show the relative results. 

Yazdanbakhsh et al.

Apollo is a framework, meaning that it can take a variety of methods developed in the literature for so-called black box optimization and it can adapt those methods to the particular workloads, and compare how each method does in terms of solving the goal.

In yet another nice symmetry, Yazdanbakhsh employ some optimization methods that were actually designed to develop neural net architectures. They include so-called evolutionary approaches developed by Quoc V. Le and colleagues at Google in 2019; model-based reinforcement learning, and so-called population-based ensembles of approaches, developed by Christof Angermueller and others at Google for the purpose of "designing" DNA sequences; and a Bayesian optimization approach. 

Hence, Apollo contains main levels of pleasing symmetry, bringing together approaches designed for neural network design and biological synthesis to design circuits that might in turn be used for neural network design and biological synthesis. 

All of these optimizations are compared, which is where the Apollo framework shines. Its entire raison d'être is to run different approaches in a methodical fashion and tell what works best. The Apollo trials results detail how the evolutionary and the model-based approaches can be superior to random selection and other approaches. 

But the most striking finding of Apollo is how running these optimization methods can make for a much more efficient process than brute-force search. They compared, for example, the population-based approach of ensembles against what they call a semi-exhaustive search of the solution set of architecture approaches. 

What Yazdanbakhsh and colleagues saw is that a population-based approach is able to discover solutions that make use of trade-offs in the circuits, such as compute versus memory, that would ordinarily require domain-specific knowledge. Because the population-based approach is a learned approach, it finds solutions beyond the reach of the semi-exhaustive search:

P3BO [population-based black-box optimization] actually finds a design slightly better than semi-exhaustive with 3K-sample search space. We observe that the design uses a very small memory size (3MB) in favor of more compute units. This leverages the compute-intensive nature of vision workloads, which was not included in the original semi-exhaustive search space. This demonstrates the need of manual search space engineering for semi-exhaustive approaches, whereas learning-based optimization methods leverage large search spaces reducing the manual effort.

So, Apollo is able to figure out how well different optimization approaches will fare in chip design. However, it does something more, which is that it can run what's called transfer learning to show how those optimization approaches can in turn be improved. 

By running the optimization strategies to improve a chip by one design point, such as the maximum chip size in millimeters, the outcome of those experiments can then be fed to a subsequent optimization method as inputs. What the Apollo team found is that various optimization methods improve their performance on a task like area-constrained circuit design by leveraging the best results of the initial or seed optimization method. 

All of this has to be bracketed by the fact that designing chips for MobileNet, or any other network or workload, is bounded by the applicability of the design process to a given workload. 

In fact, one of the authors, Berkin Akin, who helped to develop a version of MobileNet, MobileNet Edge, has pointed out that optimization is product of both chip and neural network optimization. 

"Neural network architectures must be aware of the target hardware architecture in order to optimize the overall system performance and energy efficiency," wrote Akin last year in a paper with colleague Suyog Gupta.

ZDNet reached out to Akin in email to ask the question, How valuable is hardware design when isolated from the design of the neural net architecture?

"Great question," Akin replied in email. "I think it depends."

Said Akin, Apollo may be sufficient for given workloads, but what's called co-optimization, between chips and neural networks, will yield other benefits down the road.

Here's Akin's reply in full:

There are certainly use cases where we are designing the hardware for a given suite of fixed neural network models. These models can be a part of already highly optimized representative workloads from the targeted application domain of the hardware or required by the user of the custom-built accelerator. In this work we are tackling problems of this nature where we use ML to find the best hardware architecture for a given suite of workloads. However, there are certainly cases where there is a flexibility to jointly co-optimize hardware design and the neural network architecture. In fact, we have some on-going work for such a joint co-optimization, we are hoping that can yield to even better trade-offs…

The final takeaway, then, is that even as chip design is being affected by the new workloads of AI, the new process of chip design may have a measurable impact on the design of neural networks, and that dialectic may evolve in interesting ways in the years to come.

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March 01, 2021 at 05:05AM
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Google’s deep learning finds a critical path in AI chips - ZDNet

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Chips

Blackhawks' Ian Mitchell: Chips in with helper - CBSSports.com

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Mitchell notched an assist, two blocked shots and a plus-2 rating in Sunday's 7-2 win over the Red Wings.

Mitchell set up Ryan Carpenter for a first-period tally. The 22-year-old Mitchell has four points and a minus-3 rating in 23 games as a rookie this year. He's added 24 blocked shots and 18 shots on goal, but the second-round pick from 2017 is still trying to find his scoring touch at the NHL level.

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March 01, 2021 at 10:40AM
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Blackhawks' Ian Mitchell: Chips in with helper - CBSSports.com

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Chips

Hyundai bought chips when rivals didn't - iTnews

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Hyundai has so far avoided a chip shortage that has plagued global automakers, largely maintaining its stockpile of chips last year and even accelerating purchases towards the end, three people with knowledge of the matter said.

The shortage has forced production cuts worldwide, including at Volkswagen and General Motors, prompting Germany and the United States to ramp up efforts to resolve the shortage.

Other than Japan's Toyota Motor, which said this month it had enough chip inventory to last it about four months, Hyundai and its sister firm Kia are the only global automakers to have maintained a stockpile of low-tech chips that helped them keep up production.

If it doesn't ease soon, though, the shortage could hit Hyundai too, as tight capacity on factory floors starts pressuring production of even high-tech auto chips, said two of the people, who are familiar with the company's purchases.

The South Korean automaker kept buying chips even as rivals cut orders to reflect diminished demand because of the pandemic.

Analysts said past events that roiled Hyundai's supply chain and forced it to halt production have shaped this more conservative take on inventory, a departure from automakers' typical just-in-time approach.

"Like other automakers, Hyundai also planned to cut production at the beginning of the year because of Covid-19," said one of the people with direct knowledge of Hyundai's purchases.

"But procurement read the trend of the semiconductor industry cutting auto chips production and said, 'if we don't buy them as well, we'll be in trouble later on,'" said the person, referring to a rush of buying by gadget makers that sucked up most chipmaking capacity.

Chipmakers who supply auto companies outsource most of their production to contract manufacturers like Taiwan's TSMC, which analysts say often prioritise orders from electronics clients who account for nearly all their revenue.

Hyundai still bought fewer chips in 2020 than it did in 2019, said one of the sources with direct knowledge of auto chip production. But it sharply increased buying in the quarter that ended in December, the person said.

The people declined to be identified because they are not authorised to speak to media.

The fact that Hyundai's domestic market was relatively solid through the pandemic most likely influenced the company's plans, analysts said, as did its experiences with China and Japan.

Hyundai took lessons from a diplomatic spat with Japan in 2019 that affected supplies of chemicals at South Korean chipmakers, and in early 2020, when the coronavirus was spreading in China, production was halted in Hyundai and Kia's plants because of shortages of a part from China.

A spokeswoman told Reuters Hyundai was collaborating with its suppliers to maintain stable production.

Rising concern

Since Hyundai kept buying from chipmakers and global auto parts suppliers such as Bosch and Continental before the shortage worsened, they also managed to keep costs down.

"This has allowed Hyundai to first, secure auto chips, and second, buy them when they were cheaper," said Kim Jin-woo, analyst at Korea Investment & Securities.

Hyundai also has more local suppliers than rivals.

These suppliers - including Telechips, which contracts fabrication out to Samsung Electronics - are likely to prioritise Hyundai, from whom they get much of their revenue, analysts said.

One person with direct knowledge of Hyundai's purchasing decisions said the company has diversified suppliers for at least one chip since late last year.

In a statement, Hyundai said it plans to halt operations at one South Korean factory for five days in March to adjust inventories of some models.

A union official told Reuters the company was trying to save chips by adjusting production of its weaker-selling Sonata model. Sonata in South Korea sold 67,440 units last year versus 145,463 units of Hyundai's most popular sedan Grandeur.

According to an internal document seen by Reuters, Hyundai expects the shortage to ease in the third quarter, and Kia said last month that since October it had been reviewing its supply chain to prevent production disruption.

"We would not say we are prepared for the next three to six months, but we could tell you that we are not seeing any immediate production disruption," Kia said on an earnings call last month.

Still, there is rising concern at Hyundai, two of the three people said. The company is checking inventory more frequently and trying to lock down supply contracts earlier, one of them said.

The union official said Hyundai had told the union this week that Hyundai "had secured a lot of chips" but that the situation was becoming "a bit difficult".

"Clients are trying to pull all they can, while suppliers are being strategic about which order they meet," said the source with direct knowledge of auto chip production. "It's going to get worse before it gets better."

The Link Lonk


March 01, 2021 at 08:23AM
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Hyundai bought chips when rivals didn't - iTnews

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Chips

How idled car factories super-charged a push for U.S. chip subsidies - Mint

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For years, chip industry executives and U.S. government officials have been concerned about the slow drift of costly chip factories to Taiwan and Korea. While major American companies such as Qualcomm Inc and Nvidia Corp dominate their fields, they depend on factories abroad to build the chips they design.

As tensions with China heated up last year, U.S. lawmakers authorized manufacturing subsidies as part of an annual military spending bill due to concerns that depending on foreign factories for advanced chips posed national security risks. Yet funding for the subsidies was not guaranteed.

Then came the auto-chip crunch. Ford Motor Co said a lack of chips could slash a fifth of its first-quarter production and General Motors Co cut output across North America.

"It brings home very clearly the message that the semiconductor is really a critical component in a lot of the end products we take for granted," said Mike Rosa, head of strategic and technical marketing for a group within semiconductor manufacturing toolmaker Applied Materials Inc that sells tools to automotive chip factories.

Within weeks, automakers joined chip companies calling for chip factory subsidies, and U.S. Senate Majority Leader Chuck Schumer and President Biden both pledged to fight for funding.

Industry backers now aim to be part of a package of legislation to counter China that Schumer hopes to bring to the Senate floor this spring. Still, all agree it will do little to solve the immediate auto-chip problem.

Headlines about idled car plants resonated with the public that had shrugged off abstract warnings in the past, said Jim Lewis, a senior fellow at the Center for Strategic and International Studies. Lawmakers, already worried that a promised infrastructure bill will not materialize this year, decided to push for quick solution.

"Nobody wants to be seen as soft on China. No one wants to tell the Ford workers in their district, 'Sorry, can't help,'" Lewis said. "It was one of those moments where everything aligned."

The package includes matching funds for state and local chip-plant subsidies, a provision likely to heat up competition among states including Texas and Arizona to host big new chip plants that can cost as much as $20 billion.

The subsidies could benefit a factory in Arizona proposed by Taiwan Semiconductor Manufacturing Co and one in Texas eyed by Samsung Electronics Co Ltd, even though those factories would be geared toward high-end chips for smartphones and laptops, rather than simpler auto chips. And those factories would not come on line until 2023 or 2024, according to plans disclosed by the companies, the world's two largest chip manufacturers.

In the longer term, a raft of U.S. companies are also poised to benefit. Any chipmakers that build factories will source many tools from American companies such as Applied, Lam Research Corp and KLA Corp.

Intel Corp, Micron Technology Inc and GlobalFoundries - which already have U.S. factory networks - will also likely benefit.

Smaller, specialty chip factories also could benefit.

“The recent chip shortage in the automotive industry has highlighted the need to strengthen the microelectronics supply chain in the U.S.," said Thomas Sonderman, chief executive of SkyWater Technology, a Minnesota-based chipmaker that makes automotive and defense chips. "We believe that SkyWater is uniquely positioned due to our differentiated business model and status as a U.S.- owned and U.S.- operated pure play semiconductor contract manufacturer."

Even with subsidies, the U.S. companies still must compete with low-cost Asian vendors over the long run, and the immediate auto chip troubles will probably persist.

Surya Iyer, a vice president at Minnesota-based Polar Semiconductor, which makes chips for automakers, said his factory is booked beyond capacity and has started to speed some orders up while slowing others down, to meet automakers' needs as best it can.

"We are expecting this level of demand to continue at least for the next 12 months, maybe even longer," he said.

This story has been published from a wire agency feed without modifications to the text.

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The Link Lonk


February 28, 2021 at 07:22PM
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How idled car factories super-charged a push for U.S. chip subsidies - Mint

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Chips

Gossip, sex and social climbing: the uncensored Chips Channon diaries - The Guardian

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When the diaries of an obscure politician called Sir Henry “Chips” Channon were first published in 1967, they caused a sensation, and not only among those whose names appeared in their index (“vile & spiteful & silly,” announced the novelist Nancy Mitford, speaking for the walking wounded). Channon, an upstart Chicagoan who’d unaccountably managed to marry the daughter of an exceedingly rich Anglo-Irish Earl, moved in vertiginously high circles. As a friend of Edward VIII and Wallis Simpson, he had enjoyed a ringside seat during the abdication crisis; as the Conservative MP for Southend he had looked on with fawning admiration as Neville Chamberlain negotiated with Hitler, and abject horror as Winston Churchill succeeded him as prime minister (Channon was in favour of appeasement). Most eye-popping of all, during a visit to Berlin for the Olympics in 1936, he and various other of his smart English friends had partied wildly with leading Nazis, among them Hermann Göring, whose floodlit garden had been made over to look like a cross between a Coney Island funfair and the Petit Trianon in Versailles – a theatrical coup that seemingly drove both Joseph Goebbels and Joachim von Ribbentrop half mad with jealousy.

But dripping with juice as these diaries were – Channon’s chief virtue as a writer is his abiding awareness that dullness is the worst sin of all, and for this reason they’re among the most glittering and enjoyable ever written – they were also incomplete. When Channon died in 1958, aged 61, his son Paul (later a transport secretary in Thatcher’s government) green-lit their publication. But they would need, it was agreed, to be heavily redacted. Quite apart from his father’s sexuality – among Channon’s male (and often married) lovers were the playwright Terence Rattigan and, almost certainly, Prince Paul of Yugoslavia – pretty much everyone named in the book was still alive. As Chips’s ex-wife, Honor, said at the time: “Some of the catty remarks (which fascinate) MUST be cut.” She was especially worried what Queen Elizabeth the Queen Mother might think. When the book did appear, then, it was as a single, slim volume: enough words to fill a Penguin paperback, the edition I owned.

Cut to 2018, when Simon Heffer, the journalist and historian, having been asked by Channon’s grandchildren to edit a new, complete edition 60 years after his death, excitedly took delivery of copies of all the extant notebooks, including those lost volumes from the 1950s that had famously turned up at the family seat, Kelvedon Hall in Essex, after someone bought them at a car boot sale (“I believe these are yours,” said the purchaser to Paul Channon, handing over the goods in a plastic bag). It was, Heffer says, an honour and a privilege to be invited to do this mammoth job – “Chips with everything!” as he puts it – and three years on his labours are finally at an end. The first volume, which runs to more than 1,000 pages, is published next week; the second will follow later this year, and the third in 2022. And so it is that we now know, among a thousand other delicious things, exactly what Channon thought of Queen Elizabeth the Queen Mother. (She was, he writes, indolent and unambitious, “with a streak of treachery and gay malice”. As for her husband, George VI, he was “a well-meaning bore”, and no patch at all on his brother, David, AKA Edward VIII, later the Duke of Windsor, who though “unintellectual, uneducated and badly bred” would have made a “brilliant” King, notwithstanding his “Nazi leanings”.)

From his own family seat in Essex, Heffer laughs loudly (he’s speaking to me via FaceTime from a rather grandly proportioned study, the bright yellow spines of a collection of Wisden, the cricketers’ almanack, on a shelf behind him). “Of course he’s entirely wrong about David,” he says. “But Chips is the ultimate star fucker, and if you get into that in this country, then the ultimate star to fuck must be the monarch. They were friends from 1924, and Mrs Simpson is an American who, like him, is cracking her way in to high society. In 1935, Emerald Cunard [the noted hostess] is trying to recruit friends for her, and Chips is her first port of call. But when the crisis blows up, he’s got all sorts of channels. He lives next door to the Duke of Kent [another of the King’s brothers] in Belgrave Square; and he’s got his friends in the Commons, so he has [the then prime minister] Stanley Baldwin’s side of things, too. He’s a natural journalist, always on the phone to his contacts, and he has a lot of highly privileged information.”

One of the best things in the new edition of the diaries, he thinks, is a top-secret memorandum about the abdication that Channon wrote in 1937. “You and I are of a generation where it’s almost illegal to be rude about the Queen Mother,” says Heffer. “But when he is rude about her, it’s pretty accurate. He got her right, I think – just as, later on, he will depict the Duke and Duchess of Windsor as lost souls. Once he’s an ex-King, the novelty of him wears off.”

Simon Heffer at his home near Colchester.
Simon Heffer at his home near Colchester. Photograph: Antonio Olmos/The Observer

Alarming as it is to hear myself described as the same generation as Heffer, an arch Brexiter who can’t stand spicy food and who says that the thing he has missed most during lockdown is his beloved Garrick Club, I find that I can’t mind too much. He is such unexpectedly good company: at once more theatrical than his splenetic columns in the Telegraph, and (slightly) more considered. And Chips has turned him into a veritable geyser of gossip, even if those doing the bed-hopping, the social climbing, and the clambering up the greasy pole are all mostly dead. As I read the unexpurgated journals, I worried, sometimes, that more might, in fact, be less. Robert Rhodes James, their first editor, didn’t only remove all the sex and anti-Churchill stuff: he saved the reader from an awful lot of name-dropping, whereas Heffer’s footnotes, by necessity, often resemble a page of Burke’s peerage, each minor aristo or miniature European royal duly given a full bloodline. Heffer, though, insists that he never got sick of his subject. Even when Chips was at his most irritating, he was ever fond.

“He says some silly things. But I felt the same indulgence I have for my sons. I would love to have met him, though I’m sure he’d have been a pain in the arse, always looking over your shoulder to see the next most interesting person coming into the room. His great redeeming feature is that he knows how ghastly he can be.”

Channon never made it in politics. The peak of his achievement was to be parliamentary private secretary to Rab Butler, when he was under-secretary of state at the Foreign Office (explaining the appointment of this rich, social climbing ninny to sceptical colleagues, Butler said it reflected his need to attach a first-class restaurant car to his train). Nor were the two novels he wrote much cop. His real genius was for friendship (though some of those on whom his happiness depended secretly thought him spurious and toadying). “Yes,” says Heffer. “His friends loved him. He was unstintingly generous, and desperately keen to be liked. He found people fascinating, though I think he was rather lonely, too.”

But his loyalty also led him astray. “He never stopped to question if his friends were wrong, and his enemies right. This is why he is all over Chamberlain, raving about him in such an incontinent way [even before Chamberlain travels to meet Hitler in 1938, Channon believes he has saved the world].” What about his attitude to the Nazis? It’s astonishing (and appalling) to see in black and white the full extent of the enthusiasm of the British ruling classes for that regime in the 1930s . “Yes, he says things about Hitler no one in his right mind would think,” says Heffer. “It’s because he sees Germany as a bulwark against Bolshevism. His friends all remember the tsar being shot, and they think the Bolsheviks are waiting to do the same to them. He later recants. But it takes him a while.”

Channon’s family in America was wealthy – his father had inherited a fleet of vessels on the Great Lakes – and this was how he got his start. His mother, who had endowed a library in Paris, had connections there, and the first volume of the diaries begins with him in that city in 1918, where he is employed as an honorary attache at the US embassy. He has dinner with Marcel Proust and Jean Cocteau, and drives to Ypres to see the trenches. After this, he moves first to Oxford, where he does his degree, gets his (still unexplained) nickname, and starts making useful connections; and then to London, where he shares a house with Paul of Yugoslavia and Viscount Gage (another of his lovers), and sets about wooing the Curzon family (Lord Curzon was then foreign secretary).

No one seems to know how he met Honor, the daughter of Lord Iveagh, a member of the Guinness family – the diaries are missing for this period – but with their marriage in 1933, the gates to a lavish world are flung fully open. His father-in-law helps him to buy his house in Belgravia, with its grand dining room, a “symphony” in silver and aquamarine that has been decorated to resemble a certain rococo royal hunting lodge near Munich, and an estate in Essex (though his marriage to Honor doesn’t last; both are determinedly unfaithful – in this volume, she with her skiing instructor). Hugely rich and preposterously well-connected – if there is a ball, Chips will almost certainly be in attendance – he is now well on his way to becoming the Pepys of the interwar years.

It’s almost hard to think of someone who doesn’t appear in the diaries. In volume one, he has a fling with the actress Tallulah Bankhead (“I sat in her dressing room and watched the lovely pink creature change, pink stays, pink flimsy garments, pink tummy…”), dinner with HG Wells (“difficult and petulant… he betrays his servant origin”), and is bent over an altar and spanked by the Catholic priest and werewolf expert Montague Summers (“one should really always do everything once”). Later, Evelyn Waugh, Gore Vidal and Tennessee Williams will all appear.

Are there revelations to come in future volumes? “Oh, yes,” says Heffer, delightedly. “He has an affair with someone very famous in volume three.” To what degree was Channon open about his sexuality? He and his longtime companion, a landscape designer called Peter Coats, lived together, didn’t they? “You are jumping ahead, Miss Cooke, if I may say so. But no, they weren’t an out couple. Their friends knew, but there was a conspiracy of silence. After the war, attitudes became much stricter. During this period, don’t forget, Lord Montagu was sent to prison.” (In 1954, the peer was convicted for inciting homosexual acts.)

Channon’s greatest dream, which was to be elevated to the peerage, never became a reality. “Though if he saw the place now, he might have felt differently,” says Heffer, with feeling. And what about him? Boris Johnson recently put both Evgeny Lebedev, the proprietor of the Evening Standard, and Veronica Wadley, its former editor, into the Lords. He guffaws. “I don’t think he’d have me. I’m in favour of the Lords, but the patronage certainly needs to be reviewed.” Alas, he and Johnson are not exactly best friends these days. “I know the prime minister. I worked with him for years [at the Telegraph and the Spectator]. I’m not a great fan. I don’t think he has the equipment to do the job properly.” What about his cabinet? In a column last year, he described some of its members as mediocrities. “They’re not even that. To call Gavin Williamson a mediocrity is to flatter him.”

Chips on holiday in Deauville, Normandy in 1918.
Channon on holiday in Deauville, Normandy in 1918. Photograph: © Trustees of the literary estate of Henry ‘Chips’ Channon.

As Heffer and I talk, the continuing problems with the Irish Sea border specifically, and the customs arrangements generally, show no signs of easing – and now there’s mad talk of a tunnel to the Isle of Man (or something). As someone who supported Ukip, does he have any regrets? “No, I really am an unreconstructed Brexiteer,” he says, more gently than you might imagine. “In the 1974 election, when I was not quite 14, I canvassed for Labour on the grounds that I thought Ted Heath had betrayed us by taking us in to the European Community. I didn’t vote at the last election. I couldn’t bring myself to do so. It was a choice between looking in the mirror and knowing I had been responsible for putting Boris Johnson in office, or a man who…” At this point, he says something defamatory about Jeremy Corbyn that connects to allegations of antisemitism, and then goes on: “But now? We’re run by incompetents! It is their fault. Inadequate preparation was made.” He still can’t believe that the government was willing to break international law with its proposed internal market bill last year. “It was breathtaking. Abominable.”

But he hasn’t answered my question. What about companies that are struggling to trade? What about the fishermen, and the daffodil farmers? “Look, I don’t want anyone’s business to go down the crapper,” he says. “But only a small number are affected.” Quoting a favourite Vote Leave figure, he suggests only 6% of UK businesses export to Europe (unfortunately, while this number may not be inaccurate, it’s also misleading, because it translates to an estimated 340,000 businesses). After this, having gone on for a bit about how much he loves his annual holiday in Brittany and how “infantile” it was of Emmanuel Macron to diss the Oxford AstraZeneca vaccine, he finally winds up by saying: “In the end, everyone will calm down, and it will all be sorted out.”

Personally, I think this is lame. But it’s also (probably) true. One thing about Channon’s diaries, the first volume of which concludes just before the war in Europe breaks out (later, his house will be bombed in an air raid), is that they leave you with such a vivid sense of perspective. All things really do pass. Reading them for the second time in lockdown, they made me feel a tiny bit better. It’s always good to take a long view - and to throw a party whenever you possibly can.

Henry ‘Chips’ Channon: The Diaries 1918-38 (Volume 1), edited by Simon Heffer, is published by Hutchinson (£35). To order a copy go to guardianbookshop.com. Delivery charges may apply

The Link Lonk


February 28, 2021 at 03:00PM
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Gossip, sex and social climbing: the uncensored Chips Channon diaries - The Guardian

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Chips

Blues' Mike Hoffman: Chips in with assist - CBSSports.com

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Hoffman posted an assist and went plus-2 in Saturday's 7-6 win over the Sharks.

Hoffman had the secondary helper on the game-winning goal by Marco Scandella at 7:14 of the third period. In 20 outings this year, Hoffman has six goals, nine helpers, 53 shots on net and a plus-11 rating. The high-scoring winger took some time to settle in with the Blues, but he's generally been productive through the first six weeks of the season.

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February 28, 2021 at 03:17PM
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Chips

Hyundai bought chips when rivals didn't — now its assembly lines are still rolling - The Japan Times

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Hyundai Motor has so far avoided a chip shortage that has plagued global automakers, largely maintaining its stockpile of chips last year and even accelerating purchases toward the end, three people with knowledge of the matter said.

The shortage has forced production cuts worldwide, including at Volkswagen and General Motors, prompting Germany and the United States to ramp up efforts to resolve the shortage.

Other than Japan’s Toyota Motor, which said this month it had enough chip inventory to last it about four months, Hyundai and its sister firm Kia Corp. are the only global automakers to have maintained a stockpile of low-tech chips that helped them keep up production.

If it doesn’t ease soon, though, the shortage could hit Hyundai too, as tight capacity on factory floors starts pressuring production of even high-tech auto chips, said two of the people, who are familiar with the company’s purchases.

The South Korean automaker kept buying chips even as rivals cut orders to reflect diminished demand because of the pandemic.

Analysts said past events that roiled Hyundai’s supply chain and forced it to halt production have shaped this more conservative take on inventory, a departure from automakers’ typical just-in-time approach.

“Like other automakers, Hyundai also planned to cut production at the beginning of the year because of COVID-19,” said one of the people with direct knowledge of Hyundai’s purchases.

“But procurement read the trend of the semiconductor industry cutting auto chips production and said, ‘if we don’t buy them as well, we’ll be in trouble later on,'” said the person, referring to a rush of buying by gadget makers that sucked up most chipmaking capacity.

Chipmakers who supply auto companies outsource most of their production to contract manufacturers like Taiwan’s TSMC, which analysts say often prioritize orders from electronics clients who account for nearly all their revenue.

Hyundai still bought fewer chips in 2020 than it did in 2019, said one of the sources with direct knowledge of auto chip production. But it sharply increased buying in the quarter that ended in December, the person said.

The people declined to be identified because they are not authorized to speak to media.

The fact that Hyundai’s domestic market was relatively solid through the pandemic most likely influenced the company’s plans, analysts said, as did its experiences with China and Japan.

Hyundai took lessons from a diplomatic spat with Japan in 2019 that affected supplies of chemicals at South Korean chipmakers, and in early 2020, when the coronavirus was spreading in China, production was halted in Hyundai and Kia’s plants because of shortages of a part from China.

A spokeswoman said Hyundai was collaborating with its suppliers to maintain stable production.

Since Hyundai kept buying from chipmakers and global auto parts suppliers such as Bosch and Continental before the shortage worsened, they also managed to keep costs down.

“This has allowed Hyundai to first, secure auto chips, and second, buy them when they were cheaper,” said Kim Jin-woo, analyst at Korea Investment & Securities.

Hyundai also has more local suppliers than rivals.

These suppliers — including Telechips, which contracts fabrication out to Samsung Electronics — are likely to prioritise Hyundai, from whom they get much of their revenue, analysts said.

One person with direct knowledge of Hyundai’s purchasing decisions said the company has diversified suppliers for at least one chip since late last year.

In a statement on Thursday, Hyundai said it plans to halt operations at one South Korean factory for five days in March to adjust inventories of some models.

A union official said the company was trying to save chips by adjusting production of its weaker-selling Sonata model. Sonata in South Korea sold 67,440 units last year versus 145,463 units of Hyundai’s most popular sedan Grandeur.

According to an internal document seen by Reuters, Hyundai expects the shortage to ease in the third quarter, and Kia said last month that since October it had been reviewing its supply chain to prevent production disruption.

“We would not say we are prepared for the next three to six months, but we could tell you that we are not seeing any immediate production disruption,” Kia said on an earnings call last month.

Still, there is rising concern at Hyundai, two of the three people said. The company is checking inventory more frequently and trying to lock down supply contracts earlier, one of them said.

The union official said Hyundai had told the union this week that Hyundai “had secured a lot of chips” but that the situation was becoming “a bit difficult.”

“Clients are trying to pull all they can, while suppliers are being strategic about which order they meet,” said the source with direct knowledge of auto chip production. “It’s going to get worse before it gets better.”

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February 28, 2021 at 02:29PM
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Hyundai bought chips when rivals didn't — now its assembly lines are still rolling - The Japan Times

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Saturday, February 27, 2021

What Is 'CHiPs' Star Erik Estrada Doing Now? - Showbiz Cheat Sheet

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The hit TV show CHiPs made a lot of noise in the late ’70s and early ’80s when pop culture celebrities Erik Estrada and Larry Wilcox brought a more personalized and entertaining perspective to motorcycle officers. The show highlighted a mix of the two highway patrolmen’s lighthearted personal lives and dangerous on-the-job cases and incidents. Since CHiPs, Erik Estrada has had a fascinating career change into a position not much different from that of his fictitious character Officer Frank Poncherello. 

Erik Estrada smiling in front of posters of himself

Erik Estrada | Bobby Bank/Getty Images

What years did the TV show ‘CHiPs’ run?

The crime drama TV series followed the main characters Officer Francis (Frank) Poncherello and Officer Jonathan (Jon) Baker, two California Highway Patrol (CHP) motorcycle officers. The pair work together as state highway patrolmen, with Ponch (a.k.a Frank) being the more erratic officer and Jon, who keeps him in line. The series even begins with Ponch on probationary status and Jon assigned to be his field training officer. 

CHiPs was best known for the high pileups and dramatic chase scenes that steadily became common in the show’s later seasons. It had the capabilities to be genuinely lighthearted and entertaining while teaching viewers a lesson with each episode. 

RELATED: The 10 Worst TV Shows of the 1970s

According to Rating Graph, CHiPs received a decent rating of 7.1/10 after six seasons, 139 episodes, and earning great acknowledgments from award-wins for Best Series from Troféu Imprensa, Brazil in ’82 and ’83. 

‘ChiPs’ leading actors and their characters

RELATED: ‘Parenthood’: What’s Next for the Show’s Stars?

Estrada played the leading role of Officer Frank (or “Ponch”) in the TV series CHiPs. The leading character was often seen as a hothead who talked before thinking, getting him into more trouble than not. Due to this fact, Ponch would be on probation for most of the series, under the guidance of his partner and best friend, Officer Jon. There was a moment when Ponch would find himself out of probation and back on the streets, but a run-in with a woman with influential friends gets the motorcycle officer back on probation. After CHiPs, Estrada went on to find success in other TV series and films like Van Wilder: Party Liaison, Loaded Weapon 1, and even played a police officer again in American Family

The other leading man on CHiPs is known as Officer Jon Baker, who Wilcox plays. Jon acted as Ponch’s field training officer and best friend alongside Estrada. He was the more level-headed officer that often kept Officer Frank under control during their highway patrols, getting into several incidents that could be humorous, tragic, or sometimes educational (lessons-learned). After his success with the popular show, Wilcox started his own production company under the name Wilcox Productions. It would even produce an award-winning series called The Ray Bradbury Theatre only a few years later. 

What is Erik Estrada doing now?

RELATED: 15 TV Shows That Killed the Main Character

It seems playing a police officer in CHiPs was more realistic to Estrada’s career goals than many viewers may have realized. As of 2016, the award-winning actor announced that he was sworn in as a real-life police officer with the St. Anthony police department. According to Biography, the CHiPs star “planned to devote attention to protecting kids from internet predators” as an Investigator of Internet Crimes Against Children. And it wasn’t even his first time getting involved with law enforcement. “Estrada previously had been made a deputy sheriff in Bedford County, Virginia, and a reserve officer in Muncie, Indiana, where he’d been cast in Armed & Famous.”

“Education is the best protection, especially on the internet,” Estrada told the Idaho State Journal after the ceremony. “Certainly don’t give out your mother’s or father’s name or what school you go to [and] don’t ever go meet someone you’ve been chatting with. They’re not who they are. If they send a picture, that isn’t them.”

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February 28, 2021 at 06:14AM
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Chips

Analysis: Hyundai bought chips when rivals didn't; its assembly lines are still rolling - Reuters

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SEOUL (Reuters) - Hyundai Motor has so far avoided a chip shortage that has plagued global automakers, largely maintaining its stockpile of chips last year and even accelerating purchases towards the end, three people with knowledge of the matter said.

FILE PHOTO: The logo of Hyundai Motors is seen on a steering wheel on display at the company's headquarters in Seoul, South Korea, March 22, 2019. REUTERS/Kim Hong-Ji/File Photo

The shortage has forced production cuts worldwide, including at Volkswagen and General Motors, prompting Germany and the United States to ramp up efforts to resolve the shortage.

Other than Japan’s Toyota Motor, which said this month it had enough chip inventory to last it about four months, Hyundai and its sister firm Kia Corp are the only global automakers to have maintained a stockpile of low-tech chips that helped them keep up production.

If it doesn’t ease soon, though, the shortage could hit Hyundai too, as tight capacity on factory floors starts pressuring production of even high-tech auto chips, said two of the people, who are familiar with the company’s purchases.

The South Korean automaker kept buying chips even as rivals cut orders to reflect diminished demand because of the pandemic.

Analysts said past events that roiled Hyundai’s supply chain and forced it to halt production have shaped this more conservative take on inventory, a departure from automakers’ typical just-in-time approach.

“Like other automakers, Hyundai also planned to cut production at the beginning of the year because of COVID-19,” said one of the people with direct knowledge of Hyundai’s purchases.

“But procurement read the trend of the semiconductor industry cutting auto chips production and said, ‘if we don’t buy them as well, we’ll be in trouble later on,’” said the person, referring to a rush of buying by gadget makers that sucked up most chipmaking capacity.

Chipmakers who supply auto companies outsource most of their production to contract manufacturers like Taiwan’s TSMC, which analysts say often prioritise orders from electronics clients who account for nearly all their revenue.

Hyundai still bought fewer chips in 2020 than it did in 2019, said one of the sources with direct knowledge of auto chip production. But it sharply increased buying in the quarter that ended in December, the person said.

The people declined to be identified because they are not authorised to speak to media.

The fact that Hyundai’s domestic market was relatively solid through the pandemic most likely influenced the company’s plans, analysts said, as did its experiences with China and Japan.

Hyundai took lessons from a diplomatic spat with Japan in 2019 that affected supplies here of chemicals at South Korean chipmakers, and in early 2020, when the coronavirus was spreading in China, production was halted in Hyundai and Kia's plants because of shortages of a part from China.

A spokeswoman told Reuters Hyundai was collaborating with its suppliers to maintain stable production.

RISING CONCERN

Since Hyundai kept buying from chipmakers and global auto parts suppliers such as Bosch and Continental before the shortage worsened, they also managed to keep costs down.

“This has allowed Hyundai to first, secure auto chips, and second, buy them when they were cheaper,” said Kim Jin-woo, analyst at Korea Investment & Securities.

Hyundai also has more local suppliers than rivals.

These suppliers - including Telechips, which contracts fabrication out to Samsung Electronics - are likely to prioritise Hyundai, from whom they get much of their revenue, analysts said.

One person with direct knowledge of Hyundai’s purchasing decisions said the company has diversified suppliers for at least one chip since late last year.

In a statement on Thursday, Hyundai said it plans to halt operations at one South Korean factory for five days in March to adjust inventories of some models.

A union official told Reuters the company was trying to save chips by adjusting production of its weaker-selling Sonata model. Sonata in South Korea sold 67,440 units last year versus 145,463 units of Hyundai’s most popular sedan Grandeur.

According to an internal document seen by Reuters, Hyundai expects the shortage to ease in the third quarter, and Kia said last month that since October it had been reviewing its supply chain to prevent production disruption.

“We would not say we are prepared for the next three to six months, but we could tell you that we are not seeing any immediate production disruption,” Kia said on an earnings call last month.

Still, there is rising concern at Hyundai, two of the three people said. The company is checking inventory more frequently and trying to lock down supply contracts earlier, one of them said.

The union official said Hyundai had told the union this week that Hyundai “had secured a lot of chips” but that the situation was becoming “a bit difficult”.

“Clients are trying to pull all they can, while suppliers are being strategic about which order they meet,” said the source with direct knowledge of auto chip production. “It’s going to get worse before it gets better.”

Reporting by Joyce Lee and Heekyong Yang; additional reporting by Hyunjoo Jin; Editing by Sayantani Ghosh and Gerry Doyle

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February 26, 2021 at 12:03PM
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Analysis: Hyundai bought chips when rivals didn't; its assembly lines are still rolling - Reuters

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Chips

How idled car factories supercharged a push for U.S. chip subsidies - Autoblog

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When President Joe Biden on Wednesday stood at a lectern holding a microchip and pledged to support $37 billion in federal subsidies for American semiconductor manufacturing, it marked a political breakthrough that happened much more quickly than industry insiders had expected.

For years, chip industry executives and U.S. government officials have been concerned about the slow drift of costly chip factories to Taiwan and Korea. While major American companies such as Qualcomm and Nvidia dominate their fields, they depend on factories abroad to build the chips they design.

As tensions with China heated up last year, U.S. lawmakers authorized manufacturing subsidies as part of an annual military spending bill due to concerns that depending on foreign factories for advanced chips posed national security risks. Yet funding for the subsidies was not guaranteed.

Then came the auto-chip crunch. Ford said a lack of chips could slash a fifth of its first-quarter production and General Motors cut output across North America.

"It brings home very clearly the message that the semiconductor is really a critical component in a lot of the end products we take for granted," said Mike Rosa, head of strategic and technical marketing for a group within semiconductor manufacturing toolmaker Applied Materials Inc that sells tools to automotive chip factories.

Within weeks, automakers joined chip companies calling for chip factory subsidies, and U.S. Senate Majority Leader Chuck Schumer and President Biden both pledged to fight for funding.

Industry backers now aim to be part of a package of legislation to counter China that Schumer hopes to bring to the Senate floor this spring. Still, all agree it will do little to solve the immediate auto-chip problem.

Headlines about idled car plants resonated with the public that had shrugged off abstract warnings in the past, said Jim Lewis, a senior fellow at the Center for Strategic and International Studies. Lawmakers, already worried that a promised infrastructure bill will not materialize this year, decided to push for quick solution.

"Nobody wants to be seen as soft on China. No one wants to tell the Ford workers in their district, 'Sorry, can't help,'" Lewis said. "It was one of those moments where everything aligned."

The package includes matching funds for state and local chip-plant subsidies, a provision likely to heat up competition among states including Texas and Arizona to host big new chip plants that can cost as much as $20 billion.

The subsidies could benefit a factory in Arizona proposed by Taiwan Semiconductor Manufacturing Co and one in Texas eyed by Samsung Electronics, even though those factories would be geared toward high-end chips for smartphones and laptops, rather than simpler auto chips. And those factories would not come on line until 2023 or 2024, according to plans disclosed by the companies, the world's two largest chip manufacturers.

In the longer term, a raft of U.S. companies are also poised to benefit. Any chipmakers that build factories will source many tools from American companies such as Applied, Lam Research and KLA Corp.

Intel, Micron Technology Inc and GlobalFoundries — which already have U.S. factory networks — will also likely benefit.

Smaller, specialty chip factories also could benefit.

“The recent chip shortage in the automotive industry has highlighted the need to strengthen the microelectronics supply chain in the U.S.," said Thomas Sonderman, chief executive of SkyWater Technology, a Minnesota-based chipmaker that makes automotive and defense chips. "We believe that SkyWater is uniquely positioned due to our differentiated business model and status as a U.S.-owned and U.S.-operated pure play semiconductor contract manufacturer."

Even with subsidies, the U.S. companies still must compete with low-cost Asian vendors over the long run, and the immediate auto chip troubles will probably persist.

Surya Iyer, a vice president at Minnesota-based Polar Semiconductor, which makes chips for automakers, said his factory is booked beyond capacity and has started to speed some orders up while slowing others down, to meet automakers' needs as best it can.

"We are expecting this level of demand to continue at least for the next 12 months, maybe even longer," he said.

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February 28, 2021 at 01:39AM
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How idled car factories supercharged a push for U.S. chip subsidies - Autoblog

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Chips

Catch something new for dinner. Ex-Alaskan fishermen bring fish and chips to Tri-Cities - Tri-City Herald

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[unable to retrieve full-text content]Catch something new for dinner. Ex-Alaskan fishermen bring fish and chips to Tri-Cities  Tri-City Herald The Link Lonk


February 27, 2021 at 03:59AM
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Catch something new for dinner. Ex-Alaskan fishermen bring fish and chips to Tri-Cities - Tri-City Herald

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Fort Wayne truck plant avoids GM chip shortage - WANE

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FORT WAYNE, Ind. (WANE) – Due to the high demand for trucks, Fort Wayne GM Assembly Plant escapes the serious impacts of the national semiconductor chip shortage.

General Motors is experiencing this shortage due to last year’s closure of production plants during the pandemic.

GM had to temporarily close car plants in Kansas, Canada, and Mexico through the middle of March in order to prioritize the industry’s limited semiconductor chip supply to its trucks.

Vehicles cannot be sold without the chips as they are essential to cars and trucks’ safety and functionality. They contribute to aspects ranging from the entertainment system to the brakes.

Bargaining Chairman of UAW Local 2209, Rich LeTourneau, talked about how this shortage had lightly trickled into the Fort Wayne GM plant. He also said the harsh winter blast had slowed production even further.

“We lost two days last week. It was weather-related and chip-related,” LeTourneau explained, “Quite frankly once we got out of the weather… unfortunately, the company that makes those chips and the shipping companies that needed to get them here were grounded.”

GM believes the shortage is coming to an end and they will be able to meet this year’s demand.

As for production at Fort Wayne GM, LeTourneau remained confident in the plant’s ability to keep up. “Fort Wayne Assembly is a pretty innovative organization. They’re hard workers, they’re smart… this membership will get these trucks out to their customers. I got all the faith in the world.”

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February 27, 2021 at 10:14AM
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Fort Wayne truck plant avoids GM chip shortage - WANE

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Chips

Analysis: How idled car factories super-charged a push for U.S. chip subsidies - Reuters

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(Reuters) - When President Joe Biden on Wednesday stood at a lectern holding a microchip and pledged to support $37 billion in federal subsidies for American semiconductor manufacturing, it marked a political breakthrough that happened much more quickly than industry insiders had expected.

FILE PHOTO: U.S. President Joe Biden delivers holds a semiconductor chip as he speaks prior to signing an executive order, aimed at addressing a global semiconductor chip shortage, in the State Dining Room at the White House in Washington, U.S., February 24, 2021. REUTERS/Jonathan Ernst

For years, chip industry executives and U.S. government officials have been concerned about the slow drift of costly chip factories to Taiwan and Korea. While major American companies such as Qualcomm Inc and Nvidia Corp dominate their fields, they depend on factories abroad to build the chips they design.

As tensions with China heated up last year, U.S. lawmakers authorized manufacturing subsidies as part of an annual military spending bill due to concerns that depending on foreign factories for advanced chips posed national security risks. Yet funding for the subsidies was not guaranteed.

Then came the auto-chip crunch. Ford Motor Co said a lack of chips could slash a fifth of its first-quarter production and General Motors Co cut output across North America.

“It brings home very clearly the message that the semiconductor is really a critical component in a lot of the end products we take for granted,” said Mike Rosa, head of strategic and technical marketing for a group within semiconductor manufacturing toolmaker Applied Materials Inc that sells tools to automotive chip factories.

Within weeks, automakers joined chip companies calling for chip factory subsidies, and U.S. Senate Majority Leader Chuck Schumer and President Biden both pledged to fight for funding.

Industry backers now aim to be part of a package of legislation to counter China that Schumer hopes to bring to the Senate floor this spring. Still, all agree it will do little to solve the immediate auto-chip problem.

Headlines about idled car plants resonated with the public that had shrugged off abstract warnings in the past, said Jim Lewis, a senior fellow at the Center for Strategic and International Studies. Lawmakers, already worried that a promised infrastructure bill will not materialize this year, decided to push for quick solution.

“Nobody wants to be seen as soft on China. No one wants to tell the Ford workers in their district, ‘Sorry, can’t help,’” Lewis said. “It was one of those moments where everything aligned.”

The package includes matching funds for state and local chip-plant subsidies, a provision likely to heat up competition among states including Texas and Arizona to host big new chip plants that can cost as much as $20 billion.

The subsidies could benefit a factory in Arizona proposed by Taiwan Semiconductor Manufacturing Co and one in Texas eyed by Samsung Electronics Co Ltd, even though those factories would be geared toward high-end chips for smartphones and laptops, rather than simpler auto chips. And those factories would not come on line until 2023 or 2024, according to plans disclosed by the companies, the world’s two largest chip manufacturers.

In the longer term, a raft of U.S. companies are also poised to benefit. Any chipmakers that build factories will source many tools from American companies such as Applied, Lam Research Corp and KLA Corp.

Intel Corp, Micron Technology Inc and GlobalFoundries - which already have U.S. factory networks - will also likely benefit.

Smaller, specialty chip factories also could benefit.

“The recent chip shortage in the automotive industry has highlighted the need to strengthen the microelectronics supply chain in the U.S.,” said Thomas Sonderman, chief executive of SkyWater Technology, a Minnesota-based chipmaker that makes automotive and defense chips. “We believe that SkyWater is uniquely positioned due to our differentiated business model and status as a U.S.- owned and U.S.- operated pure play semiconductor contract manufacturer.”

Even with subsidies, the U.S. companies still must compete with low-cost Asian vendors over the long run, and the immediate auto chip troubles will probably persist.

Surya Iyer, a vice president at Minnesota-based Polar Semiconductor, which makes chips for automakers, said his factory is booked beyond capacity and has started to speed some orders up while slowing others down, to meet automakers’ needs as best it can.

“We are expecting this level of demand to continue at least for the next 12 months, maybe even longer,” he said.

(This story adds attribution to quote in paragraph 9, adds dropped words in paragraphs 10 and 17)

Reporting by Stephen Nellis and Hyunjoo Jin in San Francisco and Alexandra Alper in Washington. Editing by Jonathan Weber and David Gregorio

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AI Weekly: Biden calls for $37 billion to address chip shortage - VentureBeat

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Shortly after a meeting with members of Congress on Wednesday, President Joe Biden signed an executive order that launches a review of supply chain vulnerabilities in the United States. COVID-19 made evident gaps in the U.S. supply chain in medical equipment like face masks and ventilators, but in a ceremony carried live by TV news networks, Biden held up a chip, calling it the “21st century horseshoe nail.”

AI research has received military funding from the outset, and government organizations like DARPA continue to fund AI startups, but a global chip supply shortage caused by COVID-19 has hindered the progress of numerous industries. During his remarks, Biden acknowledged that semiconductor chip shortages impacts products like cars, smartphones, and medical diagnostic equipment. Earlier this month, Ford said the shortage would reduce production by up to 20% in Q1 2021.

Smartphone production is also expected to decline as a result of the chip shortage, and earlier this month, business executives from AMD, Intel, Nvidia, and Qualcomm sent a letter to Biden urging support for the CHIPS for America Act and stating that a chip shortage could interrupt progress for emerging technology areas like AI, 5G, and quantum computing. CHIPS stands for Creating Helpful Incentives to Produce Semiconductors. That bill was introduced in Congress in summer 2020 and called for $22 billion in tax credits and research and development funding. The American Foundries Act, also introduced in Congress last summer, called for $25 billion. As part of the executive order signing ceremony Wednesday, Biden pledged support for $37 billion over an unspecified period described as “short term” and pledged to work with ally nations to address the chip bottleneck. The executive order will also review key minerals and materials, pharmaceuticals, and the kinds of batteries used in electric vehicles.

“We need to prevent the supply chain crisis from hitting in the first place. And in some cases, building resilience will mean increasing our production of certain types of elements here at home. In others, it’ll mean working more closely with our trusted friends and partners, nations that share our values, so that our supply chains can’t be used against us as leverage,” Biden said.

A 2019 U.S. Air Force report put the urgency of the matter in context. That report finds that “90% of all high-volume, leading-edge [semiconductor] production will soon be based in Taiwan, China, and South Korea.” The Semiconductor Industry Association (SIA) finds that 12% of global semiconductor production takes place in the U.S. today.

Analysts who spoke to VentureBeat found a number of factors contributing to the current chip shortage.

Kevin Krewell is a principal analyst at Tirias Research. He attributes the chip shortage to an initial slump followed by unexpected demand increase, not enough advanced semiconductor manufacturers, the fact that more complex semiconductor processes are hard to scale, and that there’s a long lead time on building new semiconductor manufacturing facilities, or “fabs.” Intel and Samsung being slow to get advanced process nodes out in a timely fashion has put more pressure on TSMC to make more chips, but he expects shortages will get addressed as more capacity comes on line and demand returns to more predictable levels.

“The $37 billion figure is a small start, but it is a start,” he said. Building a single semiconductor manufacturing facility can cost tens of billions of dollars.

Linley Group senior analyst Mike Demler said a fourth quarter growth in car sales caught auto manufacturers off guard, that high demand for consumer electronics during the pandemic rippled through other industries. He also said that the U.S. semiconductor industry wants to use the shortage to increase domestic semiconductor-manufacturing capacity.

“The semiconductor industry has thrived because of the global supply chain.  Greater investment in R&D could help restore US technological leadership in manufacturing technology, but it would take many years to shift the ecosystem,” Demler said.

IDC analyst Mario Morales said the chip shortage is a real thing but that some businesses may be blaming that shortage to distract from deeper underlying business problems or poor planning. For example, Ford may be reducing inventory due to a lack of chips, but Toyota has a stockpile.

“I think some of this is just not very good business continuity planning, and that some of this is a reaction to that. And others I think they’re using this as an excuse, because there is some underperformance from some of these vendors,” he said.

When discussing what caused the chip shortage, analysts VentureBeat interviewed talked primarily about COVID-19 and made virtually no mention of China, but you could potentially say the opposite about national security interests in the U.S., the other driver of interest in domestic chip production. The final report from the National Security Commission on AI is due out next week. That group was formed by Congress a few years ago and is made up of some of the most influential AI and business leaders in the United States today, like soon-to-be Amazon CEO Andy Jassy, Google Cloud AI chief Andrew Moore, and former Google CEO Eric Schmidt.

The report calls for the United States to remain “two generations ahead of China,” with $12 billion over the next five years for research, development, and infrastructure. It also supports creation of a national microelectronics research strategy like the kind espoused in the American Foundries Act. The 2021 National Defense Authorization Act created a committee to develop a national microelectronic research strategy.

The report calls for 40% refundable tax credit as well. The CHIPS for America Act also calls for hefty tax credits for semiconductor manufacturers through 2027.

“The dependency of the United States on semiconductor imports, particularly from Taiwan, creates a strategic vulnerability for both its economy and military to adverse foreign government action, natural disaster, and other events that can disrupt the supply chains for electronics,” the draft final report reads. “If a potential adversary bests the United States in semiconductors, it could gain the upper hand in every domain of warfare.”

The draft final report echoes calls from the National Security Commission on Artificial Intelligence (NSCAI) for more public-private partnerships around semiconductors. In testimony before the House Budget committee about how AI will change the economy, NSCAI commissioner and Intelligence Advanced Research Projects Activity (IARPA) director Dr. Jason Matheny said, “It will be very difficult for China to match us if we play our cards right.”

“We shouldn’t rest on our laurels, but if we pursue policies that strengthen our semiconductor industry while also placing the appropriate controls on the manufacturing equipment that China doesn’t have and that China currently doesn’t have the ability to produce itself and is probably a decade away from being able to produce itself, we’ll be in a very strong position,” he said.

A Bloomberg analysis found that Chinese spending on computer chip production equipment jumped 20% in 2020 compared to 2019. Reuters has recorded Chinese chip imports above $300 billion for the past three years.

Advanced semiconductor manufacturing facilities can be more expensive than modern day aircraft carriers, and fabs are only part of the equation. IDC’s Morales agreed with Krewell that $37 billion is a start, but that becoming a leader in manufacturing could take a decade of investment not just in semiconductor manufacturing plants, but also design, IP, and infrastructure.

“The goal should be to collaborate a lot more with other regions that I would say are more neutral,” Morales said. He added that, based on conversations with manufacturers, he expects an end to chip supply chain shortage issues by Q2 or Q3 2021.

We’ll have to wait a few months to see what the review ordered by the Biden administration prescribes to improve resilience when it comes to chip production, but it seems clear that $37 billion may only be the start.

For AI coverage, send news tips to Khari Johnson, Kyle Wiggers, and AI editor Seth Colaner — and be sure to subscribe to the AI Weekly newsletter and bookmark our AI Channel.

Thanks for reading,

Khari Johnson

Senior AI Staff Writer

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February 27, 2021 at 03:41AM
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AI Weekly: Biden calls for $37 billion to address chip shortage - VentureBeat

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Intel Delays “Sapphire Rapids” Server Chips, Confirms HBM Memory Option - The Next Platform

chips.indah.link It is a relatively quiet International Supercomputing conference on the hardware front, with no new processors or switch ...

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