Buried in the AMD results was a note which seemed to hint that AMD’s plan to flog ARM based server chips was not going very well.
Chief executive Lisa Su admitted that ARM-based server chips have experienced slower-than-expected reception from the owners of data centres and server farms.
AMD delayed its own ARM-based Opteron microprocessor, code-named Seattle, until the fourth quarter of this year. ARM was having a harder time proving itself to the multibillion-dollar market for high-end server chips.
An engineering sample of AMD’s long awaited 8 core server SOC code named “Hierofalcon” has been spotted and tested and according to WCCTech it looked pretty good. Itis based around 8 ARM-64bit A57 cores running at 2.0Ghz. And although Hierofalcon maxes out at frugal TDP of 30W.
So even the promising reviews aren’t enough for AMD to be optimistic about the ARM based gear.
Su said in an analyst conference call that the company expects to see “modest production shipments” of Seattle in the fourth quarter. Meanwhile, AMD’s Intel-compatible “x86″ server chips will be the company’s mainstay product offering for data centres.
She said that AMD was continuing its ARM efforts and is seeing them as a longer term bet.
Source-http://www.thegurureview.net/computing-category/amds-bet-on-arm-does-not-appear-to-be-helping.html
Semiconductor Sales Still Down In 2015 : :: TheGuruReview.net ::
Sales of semiconductors have remained sluggish during 2015 and look set to drop still further in 2016, according to new research from Gartner.
Last quarter, 2.5 percent growth was expected for 2015, but this has been revised down to a one percent drop in the market. 2016 remains predicted to see a 3.3 percent drop.
“We are continuing to see weakness in end-user electronics demand in response to an uncertain economic environment, which is putting a dampener on 2015 spending,” said Takashi Ogawa, research vice president at Gartner. “Next year we are anticipating DRAM manufacturers to respond to oversupply with dramatic reductions in their investment plans.”
The drop likely comes off the back of weak PC sales too, with Gartner last week revealing that, despite the release of Windows 10, sales of devices slumped 7.7 percent in the third quarter.
The future looks brighter, though, and figures for 2017, 2018 and 2019 show significant growth with the losses of 2015 more than recovered as soon as 2017.
A number of key companies, including Intel, have cut spending in the past quarter against a backdrop of slow demand for electronics. This has led in some cases to semiconductor plants significantly shrinking production to avoid a surplus of obsolete chips in the fast evolving industry.
“In the DRAM market, weak end-market conditions combined with new foundries coming on line at Samsung and SK Hynix have created a weaker market than anticipated in our last forecast,” said Ogawa.
“As a result, we anticipate that DRAM manufacturers will move more quickly from investing in new capacity to a maintenance and upgrade existing capacity mode of operation.”
Meanwhile, NAND memory has actually moved to a small predicted growth of 0.1 percent against a 19.4 percent drop predicted last quarter. The rise of NAND thanks to alliances such as the one between SanDisk and HP has led Gartner to predict a 10 percent shift from DRAM to NAND in the next six months or so, while DRAM manufacturers will begin to slow investments around this time next year.
The news comes after reports that SanDisk is looking to consolidate its business by putting itself up for sale to another market player. WD and Micron are said to be likely buyers.
Source-http://www.thegurureview.net/computing-category/semiconductor-sales-still-down-in-2015.html
Ex Microsoft Corp Chief Executive Steve Ballmer has purchased a 4 percent stake in Twitter Inc, according to his spokesman, making him the third-biggest individual shareholder in the social media company.
Ballmer’s stake is worth more than $800 million based on Twitter’s $21 billion market value. Only co-founder Evan Williams and Saudi billionaire Prince Alwaleed bin Talal have greater stakes among individual investors.
Friday Ballmer tweeted from a non-verified account that he built up his stake over the past several months.
His tweet lauded Twitter’s new ‘Moments’ feature, which curates the best tweets of the day, and Dorsey’s appointment as permanent CEO last week.
“Good job @twitter, @twittermoments innovation, @jack Ceo, leaner, more focused,” the tweet said. “Glad I bought 4% past few months.”
Twitter declined to comment. Ballmer himself did not return requests for comment.
Ballmer, who bought the Los Angeles Clippers basketball team after retiring as Microsoft CEO in February 2014, has a personal fortune of about $21.5 billion, making him the 35th richest person in the world, according to Forbes magazine.
Ballmer now owns more of Twitter than co-founder and CEO Dorsey, who has a 3.2 percent stake, according to Thomson Reuters data. Williams is the largest individual shareholder with about 7.5 percent, followed by Alwaleed with about 5.2 percent.
Like @alwaleedbinT move too,” Ballmer’s tweet said. Alwaleed and his investment firm, Kingdom Holding Co 4280.SE, said earlier this month they had raised their stake in Twitter to more than 5 percent.
Ballmer’s investment is a sign that Twitter’s efforts to revive growth under Dorsey is being appreciated, Monness, Crespi, Hardt, & Co Inc analyst James Cakmak said.
“I think it’s just another point of evidence that the step that they are taking to redirect the business toward growth is resonating,” Cakmak said.
Twitter has made several new announcements since Dorsey, who also served as CEO in 2008, returned on a permanent basis last week. On Tuesday, Twitter said it will lay off about 8 percent of its workforce and on Wednesday, it hired Google Inc executive Omid Kordestani as executive chairman.
FBN Securities analyst Shebly Seyrafi said Ballmer’s stake could be indicative of widespread confidence in Dorsey and his strategy.
Source-http://www.thegurureview.net/aroundnet-category/steve-ballmer-believes-in-twitter.html
AMD is reeling after the high profile exit of one its top CPU brains Phil to rival Nvidia.
The outfit has been going through hell lately. Last month AMD ace CPU architect Jim Keller stepped away from the company after completing his work on Zen.
Rogers was one of AMD’s high-ranking technology and engineering corporate fellows, and been responsible for helping to develop the software ecosystem behind AMD’s heterogeneous computing products and the Heterogeneous System Architecture.
He was a public figure for AMD and active on the software development and evangelism side, frequently presenting the latest HSA tech and announcements for AMD at keynotes and conferences.
While he is not the only person working on the software side of HSA at AMD, Rogers’ role in its development is important. Rogers was a major contributor to the HSA Foundation, helping to initially found it in 2012. He served as the Foundation’s president until he left AMD.
It seems his defection was kept secret, and took place sometime this quarter and did not manage to leak.
According to his LinkedIn profile Phil Rogers is now Nvidia’s “Chief Software Architect – Compute Server” which is similar to what he was doing over at AMD. Nvidia is not a member of the HSA Foundation, but they are currently gearing up for the launch of the Pascal GPU family, which has some features that overlap well with Phil Rogers’ expertise.
Pascal’s NVLink CPU & GPU interconnect would allow tightly coupled heterogonous computing similar to what AMD has been working on. It makes a fair bit of sense for Nvidia to bring over a heterogeneous compute specialist makes a great deal of sense.
Rogers’ departure from AMD will have to be mentioned on the earnings call on the 15th. AMD’s Gregory Stoner will probably replace him. Stoner is AMD’s current Senior Director of Compute Solutions Technology and long-time Vice President of the HSA Foundation.
Source-http://www.thegurureview.net/computing-category/is-amd-losing-top-scientist-to-nvidia.html
Canon has announced that it is joining the raft of technology companies attempting to take on the Internet of Things (IoT) through what it is calling the ‘Imaging of Things’.
Speaking at the firm’s EXPO 2015 event in Paris on Tuesday, Canon CEO Fujio Mitarai talked up the firm’s global vision for the future as the IoT becomes more pervasive.
“Canon is showing how the world of imaging is expanding rapidly in the age of the IoT,” said Mitarai.
“In the future nearly everything will be connected through smart devices. These rely on built-in cameras or sensors and the data they generate. As a result, Canon predicts that the IoT will largely depend on the ‘Imaging of Things’.”
To take on this future, Mitarai plans to overhaul Canon’s business structure to build a network of smaller Canon companies and thus create an “ecosystem of innovation”.
The CEO said that these companies have been designed to “harness innovation and creative talents from across the regions”, and will include more investment in what Canon does but on a more local level in different regions across the world, as opposed to all of the innovation being created in Tokyo, as it is at the moment.
This will allow “regional independence and international collaboration [to be] put into practice”, Mitarai said.
In this new “network of companies”, Mitarai explained that each regional headquarters will manage local R&D and manufacturing, as well as service and support customised to its market.
In Europe, the smaller Canon companies will focus on printing and network video surveillance, and the firm has already brought in specialists in these business areas such as Océ, Axis and Milestone Systems.
Mitarai said that, along with its global reputation for cameras, this will make Canon the largest printing and network video surveillance company in the world.
On a B2B level, the move is also about helping other firms build new competitive advantages and improve services for their own customers.
“We are changing our own operation model and go to market structure to build more expertise in these areas and connect with our customers,” said Jeppe Frandsen, head of the Production Printing Group at Canon Europe.
“Our customers are changing so we are now looking at a way customers are changing to what their customers want – new ways to do business together.”
Canon’s EXPO 2015 event was also an opportunity for the company to show off many of the latest projects from its R&D centre in Tokyo for the first time in Europe.
These tie in with the firm’s new focus as it launches smaller companies in more regional areas, and include a range of innovative practices such as responding to society’s monitoring needs, 3D printing as part of a partnership with 3D Systems in Europe, and graphic arts via investment in digital print technologies.
Source-http://www.thegurureview.net/technology-2/is-canon-betting-its-future-on-iot.html
Soitec’s CEO and board chairman has raised an eyebrow or two when he said that the iPhone 6s has multiple RF chips built on silicon-on-insulator (SOI) substrates and that Intel and IBM are using the tech for their silicon photonics push.
According to EETimes Paul Boudre, who claimed that SOI is already being used by Apple and Intel even though neither company is broadcasting it. SOI appears to be on track to major market penetration even while the rest of the industry is talking FinFETs.
GlobalFoundries general manager Rutger Wijburg told the SEMICON Europa 2015 that his outfit’s 22-nanometer “22FDX” SOI platform delivers FinFET-like performance but at a much lower power point and at a cost comparable to 28-nanometer planar technologies.
The 300-millimeter $250 million FD-SOI foundry here in the “Silicon Saxony” area of Germany, builds on 20 years of GlobalFoundries’ investments in Europe’s largest semiconductor fabs.
GlobalFoundries said it will extend Moore’s Law by using fully-deleted silicon-on-insulator (FD-SOI) transistors on wafers bought from Soitec.
Many had thought that if GloFlo’s FD-SOI gamble paid off then it would be a while before FinFET would have a serious rival. But Boudre’s claims suggests that SOI is already being used.
Customers like Intel and OEMs supplying fully-deleted silicon-on-insulator (FD-SOI) RF transistors to Apple proves that SOI and Soitec are past the cusp of the growth curve, destined to ramp up exponentially.
The problem for Soitec is no one is really talking about it. Chipzilla is committed to the FinFET, because it is higher performance than FD-SOI, even though it is higher power too.
Boudre said that it was supplying SOI wafers to Intel for other applications that don’t require high-performance. For instance, our wafers are very good for their silicon photonics projects.
Apple is already using SOI for several radio frequency (RF) chips in their front-ends, because they use 20-times less power. The iPhone is still using gallium arsenide (GaAs) for its power amplifier (PA) because it needs the high-power device for good connections, but for other RF front-end chips, and in fact for all the chips that they want to keep “always on,” the lower power consumption of FD-SOI is pushing the smartphone makers to Soitec, Boudre said.
SOI wafers cost three-times as much as bulk silicon but the cost per die is less because of the simplified processing steps including fewer masks.
Normally GPS chips run on 0.8 volts and consume over 20 milliamps, so they must be turned off most of the time. But when they are made with SOI wafers, they can run on 0.4 volts and consume only 1 milliamp. The mobile device to leave them on all the time and new and more accurate location sensing and new kinds of location-based applications can be developed.
What is amusing then is that Intel’s reason for going with FinFETs was that SOI wafers were too expensive but it did find a use for it.
GlobalFoundries’ Saxony fab will offer four varieties of its 22FDX process.
FDX-ulp for the mainstream and low-cost smartphone market. This will use body-biasing to beat FinFETs on power, but equal them in performance.
FDX-uhp for networking applications using analogue integration to match FinFETs while minimizing energy consumption
FDX-ull for ultra-low power required by wearables and Internet of Things applications. This will have a 1 picoamp per micron leakage
DDX-rfa for radio frequency (RF) analogue applications delivering 50 percent lower power and reduced system costs for LTE-A cellular transceivers, high-order multiple-input/multiple-output (MIMO) WiFi combo chips and millimeter wave radar.
Courtesy-http://www.thegurureview.net/computing-category/ibm-and-intel-going-goflo-soi.html
Qualcomm has continued its friendship with Microsoft by extending its latest LTE-Advanced modem, the X12, to Windows 10 notebooks and tablets.
The chipmaker was the only major chip provider to optimize its architecture for Windows Phone, and Microsoft’s Lumia devices, which run on Snapdragon 808 and 810 chips.
The Windows 10 devices which come to market later this year will have the option to integrate cellular connectivity with the X12, X7 or X5 LTE modems, which support the Microsoft operating system’s native Mobile Broadband Interface Model (MBIM).
Qualcomm said this would give business users, in particular, a similar experience on their large-screened devices as on their smartphones, giving the particular examples of location-based services and security driving LTE usage on PCs and tablets.
Integrated cellular connectivity has not been so important for notebook users, outside of a few scenarios such as WiFi-less trains, most wireless access from notebooks, and even tablets, is over a WLAN.
Qualcomm makes WiFi chips for portable devices but it does not have such a big market share. Working with Microsoft means it could have a higher presence and a far better chance of delivering mass sales. The Surface Pro and its new Surface Book, is getting good reviews and might even be popular.
Courtesy-http://www.thegurureview.net/computing-category/qualcomm-goes-lte-for-microsoft.html
October 21, 2015 by admin
Filed under Consumer Electronics
Apple has removed several apps from its store that it said could pose a security risk by exposing a person’s Web traffic to untrusted sources.
The company recommended deleting the apps but did not name them, which may make it hard for people to know which apps put their data at risk.
The apps in question installed their own digital certificates on a person’s Apple mobile device. It would enable the apps to terminate an encrypted connection between a device and a service and view the traffic, which is a potential security risk.
Most websites and many apps use SSL/TLS (Secure Socket Layer/Transport Security Layer), a protocol that encrypts data traffic exchanged with a user. SSL/TLS is a cornerstone of Web security, ensuring data traffic that is intercepted is unreadable.
It is possible in some cases to interfere with an encrypted connection. Many enterprises that want to analyze encrypted traffic for security reasons will use SSL proxies to terminate a session at the edge of their network and initiate a new one with their own digital certificate, allowing them to inspect traffic for malicious behavior.
In that scenario, employees would likely be more aware or expect that kind of monitoring. But people downloading something from the App Store probably would have no idea of the access granted to their sensitive data traffic.
Apple checks applications to ensure that malicious ones are not offered in its store. Those checks are in large part the reason why Apple has had fewer problems with malicious mobile applications in its store.
Installing digital certificates isn’t itself a malicious action per se, but Apple may be concerned that users are not fully aware of the consequences of allowing an app to do so.
Source-http://www.thegurureview.net/aroundnet-category/apple-removes-data-spying-apps-from-store.html
Smartphone owners running Google’s Android operating system
in more than 20 countries have been infected with a particularly aggressive malware program that bombards devices with unwanted advertisements.
Researchers from FireEye found that the malicious component, nicknamed Kemoge, has been seeded inside what appear to be legitimate apps offered on third-party application stores.
“This is another malicious adware family, possibly written by Chinese developers or controlled by Chinese hackers, spreading on a global scale that represents a significant threat,” wrote Yulong Zhang, a staff research scientist with FireEye.
Whomever created Kemoge repackaged legitimate apps with the malware and then promoted them on websites and through in-app ads to persuade people to download them.
Zhang listed a dozed affected apps: Sex Cademy, Assistive Touch, Calculator, Kiss Browser, Smart Touch, Shareit, Privacy Lock, Easy Locker, 2048kg, Talking Tom 3, WiFi Enhancer and Light Browser.
Third-party apps stores are considered risky places to download Android apps, as hackers frequently upload malicious apps to them. Google performs a security check on apps in its Play store, although harmful ones occasionally sneak in.
Kemoge not only displays unwanted ads, but it’s also loaded with eight root exploits that target a wide range of Android devices, Zhang wrote. A successful attack using those exploits means an attacker would have complete control over the device.
Kemoge will collect a device’s IMEI (International Mobile Station Equipment Identity) and IMSI (International Mobile Subscriber Identity) numbers, information on storage and apps, and send the information to a remote server.
That command-and-control server was still running, Zhang wrote. An analysis of traffic exchanged between an infected device and the server showed Kemoge also tries to uninstall antivirus apps.
FireEye came across an app called Shareit in Google’s Play store that was signed by the same digital certificate as the malicious one found on the third-party source.
The Google Play version of ShareIt did not have the eight root exploits or contact the command-and-control server, but it did have some of the same Kemoge code libraries. It now appears to be gone from Google Play.
Source-http://www.thegurureview.net/mobile-category/kemoge-malware-menacing-android-phones.html
Samsung is not doing that well in smartphones. To be fair, no one is, but Samsung has the ability to become something much more interesting – it could replace AMD as Intel’s rival.
Actually AMD is pretty cheap right now and if it was not for the pesky arrangement that prevents AMD’s buyer getting its x86 technology then it would have been snapped up a while ago. But with, or without AMD, Samsung could still make a good fist of chipmaking if it put its mind to it. At the moment its chipmaking efforts are one of the better things on its balance sheet.
Its high-margin semiconductor business is more than making up for the shortfall in smartphones. Selling chips to rivals would be more lucrative if they were not spinning their own mobile business. The products it have are worth $11.7 billion this year, more than half the company’s total.
Growing demand for chips and thin-film displays is probably the main reason that Samsung now expects operating profit to have reached $6.3 billion. After applying Samsung’s 16 percent corporate tax rate, its chip division is likely to bring in net income of slightly less than $10 billion.
To put this figure into perspective Intel expects to earn $10.5 billion in this year. Samsung is also sitting on a $48 billion net cash pile. Samsung could see its handset and consumer electronics business as a sideline and just focus on bumping off Intel.
The two sides of such a war would be fascinating. Intel has its roots in the PC chip market which is still suffering while Samsung is based in the mobile chip market which is growing. Intel has had no luck crossing into the mobile market, but Samsung could start looking at server and PC chips.
AMD is still dying and unable to offer Intel any challenge but there is a large market for those PC users who do not want to buy Intel. What Samsung should have done is use its huge cash pile to buy its way into the PC market. It might have done so with the IBM tech which went to Lenovo. It is still not out of the running on that front. Lenovo might be happy to sell IBM tech to Samsung.
Another scenario is that it might try to buy an x86 licence from Intel. With AMD dying, Intel is sitting on a huge monopoly for PC technology. It is only a matter of time before an anti-trust suit appears. Intel might think it is worthwhile to get a reliable rival to stop those allegations taking place. Samsung would be a dangerous rival, but it would take a while before it got itself established. Intel might do well to consider it. Of course Samsung might buy AMD which could sweeten that deal for Intel.
Samsung could try adapting its mobile chip technology for the PC/server market – it has the money to do it. Then it has a huge job marketing itself as the new Intel.
Source-http://www.thegurureview.net/computing-category/can-samsung-compete-with-intel-in-the-x86-chip-space.html
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