Will HMB 2.0 GPUs Show Up This Year?

The 2nd generation High Bandwidth Memory (HBM 2.0) for high-end GPUs might happen in very late Q4 2016 but realistically it probably won’t ship until 2017 in any volume.

The first card that we expect supporting this feature might be the Greenland, a card that AMD might end up calling Vega. Even according Radeon Technology Group’s official GPU roadmap, Vega / Greenland now look like a 2017 product, or at very best, late 2016 card. Nvidia might make the HBM 2.0 version of the Titan card, but we don’t expect to see a Geforce GTX based on Pascal GPU and HBM 2.0 coming to the market this year.

We managed to talk to some of the memory manufactures and they told us that HBM 2.0 is very limited in supply, and limited supply makes things expensive.

It seems that GPUs of 2016, including the new AMD Polaris and the new Geforce, will be stuck with GDDR5 and in best case scenario with GDDR5X from Micron. The word on the street is that both Geforce GTX based on Pascal and AMD/RTG’s Polaris 10 / Ellesmere and Polaris 11 / Baffin might launch at Computex during last days of May or early June 2016.

Courtesy-Fud

For TSMC, Q1 2016 was marked by a reduction of demand for high-end smartphones, while smartphone demand in China and emerging markets had upward momentum. Beginning Q2 2016 and onward, the company expect to get back onto a growth trajectory and is projected to hit a 5 to 10 percent growth rate in 2016.

“Our 10-nanometer technology development is on track,” said company president and co-CEO Mark Liu during the company’s Q4 2015 earnings call. “We are currently in intensive yield learning mode in our technology development. Our 256-megabit SRAM is yielding well. We expect to complete process and product qualification and begin customer product tape-outs this quarter.”

“Our 7-nanometer technology development progress is on schedule as well. TSMC’s 7 nanometer technology development leverage our 10-nanometer development very effectively. At the same time, TSMC’s 7-nanometer offers a substantial density improvement, performance improvement and power reduction from 10-nanometer.

These two technologies, 10-nanometer and 7-nanometer, will cover a very wide range of applications, including application processors for smartphone, high-end networking, advanced graphics, field-programmable gate arrays, game consoles, wearables and other consumer products.”

In Q1 2016, TSMC reached a gross margin of 44.9 percent, an operating margin of 34.6 percent and a net profit margin of 31.8 percent respectively. Going forward into Q2 2016, the company is expecting revenue between ~$6.65 billion and ~$6.74 billion USD, gross margins between 49 and 51 percent, and operating profit margins between 38.5 and 40.5 percent, respectively.

Chips used for communications and industrial uses represented over 80 percent of TSMC’s revenue in FY 2015. The company was also able to improve its margins by increasing 16-nanometer production, and like many other semiconductor companies, is preparing for an expected upswing sometime in 2017.

In February, a 6.4-magnitude earthquake struck southern Taiwan where TSMC’s 12-inch Fab 14 is located, a current site of 16-nanometer production. The company expected to have a manufacturing impact above 1 percent in the region with a slight reduction in wafer shipments for the quarter.

“Although the February 6 earthquake caused some delay in wafer shipments in the first quarter, we saw business upside resulting from demand increases in mid- and low-end smartphone segments and customer inventory restocking,” said Lora Ho, Senior Vice President and Chief Financial Officer of TSMC.

“We expect our business in the second quarter will benefit from continued inventory restocking and recovery of the delayed shipments from the earthquake.”

In fiscal year 2016, the company will spend between $9 and $10 billion on ramping up the 16-nanometer process node, constructing Fab 15 for 12-inch wafers in Nanjing, China, and beginning commercial production of the 10-nanometer FinFET process at this new facility. Samsung and Intel are also expected to start mass production of 10-nanometer products by the end of 2016.

During its Q4 2015 earnings call, company president and co-CEO Mark Liu stated the company is currently preparing and working on a 7-nanometer process node and plans to begin volume production sometime in 2018. Meanwhile, since January 2015, a separate research and development team at TSMC has been laying the groundwork for a 5-nanometer process which the company expects to bring into commercial production sometime in 1H 2020.

So far in Q1 2016, shipments of 16 and 20-nanometer wafers have accounted for around 23 percent of the company’s total wafer revenues.

Courtesy-Fud

Bernstein Research’s senior analyst Mark C. Newman said that the competitive dynamic in the memory chip industry is not as good as we thought due to Samsung’s aggressive and opportunistic behavior. This is analyst speak for Samsung is engaging in a supply and price war with the other big names in the memory chip marking business – SK hynix and Micron.

“Rather than sit back and enjoy elevated profit margins with a 40 percent market share in DRAMs, Samsung is intent on stretching their share to closer to 50 percent,” he said.

Newman said the company is gaining significant market share in the NAND sector.

“Although Samsung cares about profits, their actions have been opportunistic and more aggressive than we predicted at the expense of laggards particularly Micron Technology in DRAMs and SK hynix in NANDs,” he said.

SK hynix is expected to suffer. “In NAND, we see Samsung continuing to stretch their lead in 3D NAND, which will put continued pressure on the rest of the field. SK hynix is one of the two obvious losers.”

Newman said that Samsung’s antics have destroyed the “level of trust” among competitors, perhaps “permanently,” as demand has dropped drastically with PC sales growth down to high single digits in 2015 with this year shaping up to be the same.

“Sales of smartphones, the main savior to memory demand growth have also weakened considerably to single digit growth this year and servers with datacenters are not strong enough to absorb the excess, particularly in DRAM,” Newman said.

He is worried that Samsung could create an oversupply in the industry.

“The oversupply issue is if anything only getting worse, with higher than normal inventories now an even bigger worry. Although we were right about the shrink slowing, thus reducing supply growth, the flip side of this trend is that capital spending and R&D costs are soaring thus putting a dent in memory cost declines,” he said.

China’s potential entry into the market and new technologies will provide further worries “over the longer term.”

“Today’s oversupply situation would become infinitely worse if and when China’s XMC ramps up big amounts of capacity. New memory technologies such as 3D X-point, ReRAM and MRAM stand on the sidelines and threaten to cannibalize part of the mainstream memory market,” he said.

Courtesy-Fud

Verizon acquired AOL last June for $4.4 billion – its first big foray into the advertising-supported Internet business – and it is not yet clear how well the unit is performing financially. Subsequent moves, including the takeover of much of Microsoft Corp’s advertising technology business, a deal to buy Millennial Media for about $250 million and the recent launch of the mobile video service go90, are also too recent to assess.

Yet analysts have given the big phone company high marks for allowing AOL to operate independently and folding in other recent acquisitions without much drama. And they said Armstrong seems to be driving Verizon’s recent moves in go90 and recent acquisitions.

“The management puts a lot of faith in Armstrong,” BTIG analyst Walt Piecyk said.

That faith derives in part from the belief that Armstrong did a good job at left-for-dead AOL, especially in assembling a strong set of products to deliver targeted digital ads to customers.

Combining AOL and Yahoo, an idea that has come up many times over the years, could instantly make Yahoo a major player in Internet advertising, with Armstrong – one of the world’s top ad executives – at the helm, analysts said.

Armstrong “has good M&A experience, and a pretty solid ad tech stack,” B. Riley & Co analyst Sameet Sinha said.

Verizon’s hands-off approach that has worked with AOL, though, might not be suitable if the far-bigger Yahoo were taken over. With Yahoo’s struggling business, “the luxury of autonomy is simply not there,” Recon Analytics analyst Roger Entner said.

Verizon, AOL and Yahoo declined to comment.

Source- http://www.thegurureview.net/aroundnet-category/verizon-emerges-as-favorite-bidder-for-yahoo.html

According to beancounters at IBS, the news comes on the heels of an announcement that the three-month average of the global market for semiconductors ending in February fell 6.2 percent compared with the same figure in 2015, down from a 5.8 percent decline in January.

IBS chief executive Handel Jones said:

“Based on talking to customers about buying patterns, we see softness,” said. “Smartphone sales are slowing, and the composition of the market is changing with about half all chips bought by companies in China who want low-end devices In addition, over the past year memory prices have fallen by nearly half both for DRAMs and NAND-based solid-state drives as vendors try to buy market share, said Jones. “It’s more of a price issue because volumes are up.”

Jones expects softness in the PC market will continue through this year. Demand for chips is rising in automotive and for the emerging Internet of Things, but so far both sectors are relatively small, he added.

Data shows that the gap between the market share of these Intel and Samsung firms is narrowing. In 2012, the gap between Intel and Samsung was 5.3 percent. This narrowed to 4.2 percent in 2013, and is now 3.2 percent in 2015. SK Hynix, which now stands as the third largest semiconductor brand in the world, beat Qualcomm with a market share of 4.8 percent.

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While we would have thought that there would be little choice between Oracle and Apple as evil software outfits, the fact that Apple uncharacteristically made Swift open source might make life a bit brighter for Google. At the moment Oracle is suing Google for silly money for its Java use in Android.

Swift was created as a replacement for Objective C, and is pretty easy-to-write. It was introduced at WWDC 2014, and has major support from IBM as well as a variety of major apps like Lyft, Pixelmator and Vimeo that have all rebuilt iOS apps with Swift.

But since Apple open sourced Swift, Google, Facebook and Uber have al said that they are interested in it. Taking Java out of Android is a big job. Google would also have to make its entire standard library Swift-ready, and support the language in APIs and SDKs. Some low-level Android APIs are C++, which Swift cannot bridge to. Higher level Java APIs would also have to be re-written.

Of course if it did all this, Apple might realize that its biggest rival was using its own software to club it to death. It might not be be so nice about allowing Swift out to play and eventually Google have to fork Swift and dump the Apple version. This would probably result in an anst-ridden moan album about how life is so unfair which makes a fortune while scoring passive agressive revenge on the dumpee.

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Nvidia claims it was forced to wind down its cellular mobile broadband chipset business, including its Icera unit just four years after buying it, because of Qualcomm’s anti-trust antics.

Qualcomm’s alleged tactics led to “unexplained delays in customer orders, reductions in demand volumes and contracts never being entered into, even after a customer or mobile network cooperating with a prospective customer has agreed or expressed a strong intention to purchase” Nvidia’s chipsets, the company moaned.

The claim for cash comes as European Union regulators step up antitrust investigations into Qualcomm sales tactics that officials said thwarted other designers of mobile-phone chip technology. This could result in fines or an EU order forcing a company to change its behaviour.

The EU thinks Qualcomm may have charged below-cost fees for chips used in mobile Internet modems known as dongles from 2009 to 2011 to thwart smaller competitor Icera. Regulators are separately probing what they say are exclusivity payments Qualcomm paid to a phone and tablet manufacturer for using its designs.

Qualcomm is “confident” it would prevail in both the EU investigation and the lawsuit.

Nvidia is seeking a declaration from the judge that Qualcomm’s conduct was an abuse of a dominant position, compensation, and an account of the profits it says Qualcomm gained from unlawful conduct, according to the court filings.

Courtesy-Fud

MKM analyst Ian Ing pointed out that Nvidia and Tesla have partnered in machine-learning which is the key to autonomous driving. Nvidia’s own automotive segment grew 80 per cent to $320 million in revenue.

It had been known that Tesla is swiping Apple and AMD engineers, but the difficulty is that it also needs staff from its old chum Nvidia. Ing said that Apple and AMD staff are not as steeped in graphics processing units and machine learning as Nvidia’s staff.

“Although there are widely reportedly headlines that Tesla has been hiring chip architects from Apple and AMD, we note that expertise has been focused more on multi-purpose application processors vs. the GPU accelerators necessary for machine learning,” Ing wrote.

This could either pressure Nvidia to work more closely with Tesla, or it too might lose staff to the carmarker. However that might be a small headache for Nvidia which is doing obscenely well, according to Ing. He is suggesting everyone should buy Nvidia shares.

Courtesy-Fud

The FCC voted 3-2 last week to approve a notice of proposed rule-making, or NPRM, the first step toward passing new regulations, over the objections of the commission’s two Republicans.

The rules, which will now be released for public comment, require ISPs to get opt-in permission from customers if they want to use their personal information for most reasons besides marketing their own products.

Republican Commissioners Ajit Pai and Michael O’Rielly complained that the regulations target Internet service providers but not social networks, video providers and other online services.

“Ironically, selectively burdening ISPs, who are nascent competitors in online advertising, confers a windfall on those who are already winning,” Pai said. “The FCC targets ISPs, and only ISPs, for regulation.”

The proposed rules could prohibit some existing practices, including offering premium services in exchange for targeted advertising, that consumers have already agreed to, O’Rielly added. “The agency knows best and must save consumers from their poor privacy choices,” he said.

But the commission’s three Democrats argued that regulations are important because ISPs have an incredible window into their customers’ lives.

ISPs can collect a “treasure trove” of information about a customer, including location, websites visited, and shopping habits, said Commissioner Mignon Clyburn. “I want the ability to determine when and how my ISP uses my personal information.”

Broadband customers would be able to opt out of data collection for marketing and other communications-related services. For all other purposes, including most sharing of personal data with third parties, broadband providers would be required to get customers’ explicit opt-in permission.

The proposal would also require ISPs to notify customers about data breaches, and to notify those directly affected by a breach within 10 days of its discovery.

Courtesy- http://www.thegurureview.net/aroundnet-category/fcc-votes-to-tighten-broadband-providers-privacy-rules.html

The Health Information Trust Alliance conducted a study of some 30 mid-sized U.S. hospitals late last year and found that 52 percent of them were infected with malicious software, HITRUST Chief Executive Daniel Nutkis told Reuters.

The most common type of malware was ransomware, Nutkis said, which was present in 35 percent of the hospitals included in the study of network traffic conducted by security software maker Trend Micro Inc.

Ransomware is malicious software that locks up data in computers and leaves messages demanding payment to recover the data. Last month, Hollywood Presbyterian Hospital in Los Angeles paid a ransom of $17,000 to regain access to its systems.

This week, an attack on MedStar Health forced the largest healthcare provider in Washington, D.C., to shut down much of its computer network. The Baltimore Sun reported a ransom of $18,500 was sought. MedStar declined to comment.

HITRUST said it expects such attacks to become more frequent because ransomware has turned into a profitable business for cyber criminals.

The results of the study, which HITRUST has yet to share with the public, demonstrate that hackers have moved away from focusing on stealing patient data, Nutkis said.

“If stuff isn’t working, they move on. If stuff is working, they keep doing it,” said Nutkis. “Organizations that are paying have considered their options, and unfortunately they don’t have a lot of options.”

Extortion has become more popular with cyber criminals because it is seen as a way to generate fast money, said Larry Whiteside, a healthcare expert with cyber security firm Optiv.

Stealing healthcare data is far more labor intensive, requiring attackers to keep their presence in a victim’s network undetected for months as they steal data, then they need to find buyers, he added.

“With ransomware I’m going to get paid immediately,” Whiteside said.

Courtesy- http://www.thegurureview.net/aroundnet-category/hospitals-should-brace-for-surge-in-ransomware-attacks.html