was wondering if you solved your problem, as I have the identical one. I have been using a generic mini-dvi to hdmi dongle plus a HDMI cable to connect my white intel imac to my television. It has worked great and flawlessly until very recently. Now the TV says "no signal". Nothing was changed in my setup. I have tested the mini-dvi port with another dongle, tried a new minidvi-hdmi dongle, tested the HDMI cable, and tested other ports on the TV, as well as resetting the TV to defaults. Still nt working.
At this point, I was assuming it was a software problem, even though starting from a restore disk or in safe mode did not solve this. Your conclusion about a software update is intriguing, because the timing would match for me too. If you come to a solution, could you please post it here? Thanks.