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TSMC Makes Expansion Plans
TSMC is expected to spend $10 billion next year in capital works as Apple plans to contract the outfit to build its next-generation processors.
According to the Chinese-language Economic Daily News TSMC has informed the equipment suppliers of its decision to hike capital expenditure for 2013 to US$10 billion. This indicates that TSMC has overcome technical problem with 20nm process, which Apple’s next-generation processors are said to use.
It also suggests that Jobs’ Mob is speeding up its reduction of work it gives Samsung. Apple has reportedly sent around 200 design engineers to help TSMC get familiar with the company’s next-generation processor designs at TSMC’s facility in Central Taiwan Science Park.
Samsung Goes HSA
It seems that the IFA 2012 show in Berlin was a good show for AMD as well, or to be precise, it was good for the HSA (Heterogeneous System Architecture) Foundation founded by AMD, ARM, Texas Instruments, Imagination and Mediatek. Samsung has joined up alongside six new members.
The HSA Foundation was created back in June at AMD’s Fusion Developer Summit as a foundation that will deliver new user experiences through advances in computing architectures in order to improve power efficiency, performance, programmability, portability across computing devices and general support of software across a broad spectrum of devices in order to remove the need for code rewriting for various different platforms.
Senior Manager of Technology Marketing at AMD, Sasa Marinkovic, noted on the AMD blog that there is no doubt that the HSA Foundation is off to a good start and in addition to Samsung, they are more than happy to welcome six additional companies including Apical, Arteris, MulticoreWare, Sonics, Symbio and Vivante.
Toshiba Cancels Windows Tablet
Toshiba on Tuesday officially confirmed what Microsoft recently hinted at: It won’t be delivering a Windows RT-based tablet anytime soon.
“Toshiba has decided not to introduce Windows RT models due to delayed components that would make a timely launch impossible,” the Japanese electronics company said in a statement to Bloomberg earlier today. “For the time being, Toshiba will focus on bringing Windows 8 products to market. We will continue to look into the possibility of Windows RT products in the future while monitoring market conditions.”
Last June, Toshiba showed two Windows RT-based concepts — a tablet with a docking station and a “clamshell” design that resembled a keyboard-equipped ultralight notebook — at Computex. The devices were not operational, however.
Based on those concept devices, most had included Toshiba in the slowly-growing list of OEMs (original equipment manufacturers) that were believed to be preparing Windows RT hardware for launch this year or early next.
Will Qualcomm Buy AMD?
This wild rumor is not completely without merit, as Qualcomm did acquire a piece of AMD, or AMD’s handheld graphics business to be precise, and it would not be too surprising to see Qualcomm after the whole company sometime in the future.
Samsung on the other hand is not an entirely impossible choice, but at this point it won’t be acquiring AMD either.
It looks like market players want to see the acceptance of Windows RT that will finally prove how important ARM processors really are and knowing AMD, the worst is behind them, as 2012 was the year of many chances, cancelation and anything but good execution for them.
Meanwhile Qualcomm is doing great in the ARM market, although its Snapdragon S4 line suffers from insufficient 28nm production, but due to its on-chip LTE implementation the chips are sought after, especially in the United States market.
Intel Preparing New SSDs
In addition to the recent price drop for its 320, 330 and 520 series SSDs, Intel is preparing a slight refresh scheduled to launch in Q3 and Q4 2012, according to the recently leaked roadmap at Chinese.VR-Zone.com.
The roadmap kicks off with a rather interesting entry-level 300 series that will apparently get a new 335 series update in Q3 2012. According to the roadmap, the 335 series will initially launch in 240GB capacity and get 80 and 180GB model update in Q1 2013. The new 335 series will most likely still be based on the same SF-2281 controller, be available in 2.5-inch form factor with the SATA 6Gbps interface, and will probably be paired up with a tweaked firmware and a new 20nm NAND flash memory.
Super Talent Outs New SSDs
Super Talent has announced a new line of SATA III SSDs, the Super Talent SuperNova. Aimed at the business market, SuperNova SSDs will be available in 128 and 256GB capcities.
Although it has not announced any details regarding the new SuperNova lineup in its official press release, Super Talent did note that SuperNova features high transfer speeds and “the most secure encryption” on the planet, as well as the proprietary RAISE technology that virtually eliminates unrecoverable read errors.
After some digging around we managed to find that SuperNova is based on Sandforce SF-2200 controller paired up with ONFI Synchronous MLC NAND chips that should provide enterprise level of reliability. The sequential performance is set at 555MB/s read and 525MB/s for write while random 4K performance is at 90K IOPS read and 85K IOPS write, for both 128 and 256GB models.
Sprint To Offer Ultrabooks
Sprint has become the first U.S. mobile operator to offer an ultrabook, which is being sold with a 3G/4G mobile hotspot device at no added cost.
Sprint and Lenovo announced the 13.3-in. IdeaPad U310 ultrabook with a hotspot device for $799.99, subject to a two-year Sprint mobile broadband service agreement, the companies said. Three months of broadband service will be available for free.
The hotspot is either a MiFi 3G/4G mobile hotspot by Novatel Wireless or the Overdrive Pro 3G/4G mobile hotspot by Sierra Wireless. Data plans for the hotspot start at $35 a month for 3GB, or $50 for 6GB.
Sprint said the offer is focused on small business users and students. It will be available through Sprint telesales at 800-Sprint1, Sprint business sales and business partners and on the Sprint ultrabook Web site.
The IdeaPad U310 features Lenovo RapidBoot, allowing it to resume from hibernate status in less than seven seconds, and BootShield for fast booting even with multiple apps installed.
Micron Profits Go South
While Micron has been negotiating the takeover of Elpida, the firm’s balance sheet isn’t looking particularly healthy, with sales stagnating at $2.1bn while costs increased to $1.9bn. The firm’s net loss for the quarter was $320m, compared to a slim $75m profit in the same period last year.
Micron’s sales might have remained steady, but looking at the firm’s past three quarters paints an increasingly worrying picture for the company. According to the firm, in the nine months up to 31 May 2012 it has lost $789m on sales of $6.2bn.
Most worrying for Micron is how fast the firm’s gross margin – revenue minus the cost of sales – is falling. The firm’s figures show its gross profit has halved to $234m in the last year and the trend is mirrored in the nine month figures.
Micron could point to the harsh conditions in the DRAM market as a reason for its lackluster financials, and while the firm has embraced NAND flash memory producing Crucial branded solid state drives, the margins on those are falling fast.
Sprint Will Support Mozilla’s Mobile OS
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A new operating system for mobile phones, similar to the Mozilla Firefox internet browser has got the backing of several major telecom companies, turning up the heat on Google and Apple in the smartphone market.
Mozilla said on Monday that mobile network operators Deutsche Telekom, Sprint, Smart, Telecom Italia, Telenor and Etisalat are backing the Firefox platform.
The non-profit organization which evolved from Netscape after the internet browser wars 14 years ago, said phone makers ZTE and TCL Communication Technology will roll out the first Firefox OS phones using Qualcomm’s Snapdragon processors in early 2013.
Mozilla, which fosters the collective development of open-source Web applications, currently generates most of its income from a contract which makes Google the default search provider for Firefox users.
Broad support from telecom companies and handset makers is crucial for any new smartphone platform to take off in a market increasingly dominated by Google’s Android software, which has a market share of around 60 percent, while Apple’s iPhones run on its proprietary iOS software.
Will Chipmakers Make Cuts This Year?
Gartner is warning that worldwide wafer fab equipment spending is on pace to total $33 billion in 2012 which is a decline of 8.9 percent from 2011.
Gartner analysts warned that this is a sign of an industry in downturn and said the market will return to growth in 2013 with WFE spending projected to surpass $35.4 billion, a 7.4 percent increase from 2012. Bob Johnson, research vice president at Gartner said 2012 spending was strong at the beginning of the year, as foundries and other logic manufacturers ramped up sub-30-nm production.