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The third proof point is both the increase in manufacturing capacity investment and the change in how that investment will be managed. With the interest in governments to secure future semiconductor manufacturing for both supply security and economic growth, Mr. Gelsinger went on a spending spree with investment in expanding capacity in Oregon, Ireland, and Israel, as well as six new fabs in Arizona, Ohio, and Germany. Most of the initial investment was made without the promise of government grants, such as the US Chips Act. However, Intel has now secured more than $50B from US and European government incentives, customer commitments starting with its first five customers on the 18A process node, and its financial partners. Intel has also secured an additional $11B loan from the US government and a 25% investment tax credit.

In addition to it’s own investment in fab capacity, Intel is partnering with Tower Semiconductor and UMC, two foundries with long and successful histories. Tower will be investing in new equipment to be installed in Intel’s New Mexico facility for analog products, and UMC will partner with Intel to leverage three of the older Arizona fabs and process nodes, starting with the 12nm, to support applications like industrial IoT, mobile, communications infrastructure, and networking.

The second side of this investment is how current and future capacity will be used. As strictly an IDM, Intel has historically capitalized on its investments in the physical fab structures by retrofitting the fabs after three process nodes, on average. While this allowed for the reuse of the structures and infrastructure, it eliminated support for older process nodes, which are important for many foundry customers. According to Omdia Research, less than 3% of all semiconductors are produced on the latest process nodes. As a result, Intel is shifting from retrofitting fabs for new process nodes to maintaining fabs to support extended life cycles of older process nodes, as shown in the chart below. This requires additional capacity for newer process nodes.

Microsoft has fixed an issue that triggers erroneous Outlook security alerts when opening. ICS calendar files after installing the December 2023 Outlook Desktop security updates.

The December Patch Tuesday security updates behind these inaccurate warnings patch the CVE-2023–35636 Microsoft Outlook information disclosure vulnerability, which attackers can exploit to steal NTLM hashes via maliciously crafted files.

These credentials are used to authenticate as the compromised Windows user in pass-the-hash attacks, to gain access to sensitive data or spread laterally on their network.

The software development sector stands at the dawn of a transformation powered by artificial intelligence (AI), where AI agents perform development tasks. This transformation is not just about incremental enhancements but a radical reimagining of how software engineering tasks are approached, executed, and delivered. Central to this shift is introducing AI-driven frameworks that transcend traditional code assistance tools, marking a leap toward more autonomous, efficient, and secure software development methodologies.

The integration of AI in software development has been confined largely to providing code suggestions and aiding in file manipulation. This approach, while beneficial, barely scratches the surface of what is technologically feasible. AI-powered tools operate within a constrained scope, missing out on Integrated Development Environments (IDEs)’ vast capabilities, such as comprehensive code building, testing, and version control operations. This limitation underscores a critical gap in the software development toolkit, where the potential for AI to contribute more profoundly to the development lifecycle remains largely untapped.

Microsoft researchers present AutoDev, which empowers AI agents to tackle a broad spectrum of software engineering tasks autonomously, from intricate code editing and comprehensive testing to advanced git operations. This framework is designed to focus on autonomy, efficiency, and security. By housing operations within Docker containers, AutoDev ensures that development processes are streamlined and secure, safeguarding user privacy and project integrity through meticulously designed guardrails.

In this episode, Peter and Will dive into satellite technology, what it takes to create a company like Planet, and its effect on ecosystems across the world.

Will Marshall, Chairman, Co-Founder, and CEO of Planet, transitioned from a scientist at NASA to an entrepreneur, leading the company from its inception in a garage to a public entity with over 800 staff. With a background in physics and extensive experience in space technology, he has been instrumental in steering Planet towards its mission of propelling humanity towards sustainability and security, as outlined in its Public Benefit Corporation charter. Recognized for his contributions to the field, Marshall serves on the board of the Open Lunar Foundation and was honored as a Young Global Leader by the World Economic Forum.

Learn more about Planet: https://www.planet.com/

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Get started with Fountain Life and become the CEO of your health: https://fountainlife.com/peter/