AMD’s Carrizo Coming In The Second Quarter

AMD released its earnings today and one cool question came up about the upcoming Carrizo mobile APU.

Lisa SU, the new AMD President and CEO, told MKM Partners analyst Ian Ing that Carrizo is coming in Q2 2015.

This is a great news and AMD’s Senior VP and outgoing general manager of computing and graphics group John Byrne already shared a few details about his excitement about Carrizo.

There are two Carrizo parts, one for big notebooks and All in Ones called Carrizo and a scaled down version called Carrizo L. We expect that the slower Carrizo-L is first to come but, Lisa was not specific. Carrizo-L is based on Puma+ CPU cores with AMD Radeon R-Series GCN graphics is intended for mainstream configurations with Carrizo targeting the higher performance notebooks.

Usually when a company says that something is coming in Q2 2015 that points to a Computex launch and this Taipei based tradeshow starts on June 2 2015. We strongly believe that the first Carrizo products will showcased at or around this date.

Lisa also pointed out that AMD has “significantly improved performance in battery life in Carrizo.” This is definitely good news, as this was one of the main issues with AMD APUs in the notebook space.

Lisa also said that AMD expects Carrizo to be beneficial for embedded and other businesses as well. If only it could have come a bit earlier, so let’s hope AMD can get enough significant design wins with Carrizo. AMD has a lot of work to do in order to get its products faster to market, to catch up with Intel on power and performance or simply to come up with innovative devices that will define its future. This is what we think Lisa is there for but in chip design, it simply takes time.

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AMD’s Fiji GPU Goes High Bandwidth

New evidence coming from two LinkedIn profiles of AMD employees suggest that AMD’s upcoming Radeon R9 380X graphics card which is expected to be based on the Fiji GPU will actually use High-Bandwidth Memory.

Spotted by a member of 3D Center forums, the two LinkedIn profiles mention both the R9 380X by name as well as describe it as the world’s firts 300W 2.5D discrete GPU SoC using stacked die High-Bandwidth Memory and silicon interposer. While the source of the leak is quite strange, these are more reliable than just rumors.

The first in line is the profile of Ilana Shternshain, an ASIC Physical Design Engineer, which has been behind the Playstation 4 SoC, Radeon R9 290X and R9 380X, which is described as the “largest in ‘King of the hill’ line of products.”

The second LinkedIn profile is the one from AMD’s System Architect Manager, Linglan Zhang, which was involved in developing “the world’s first 300W 2.5D discrete GPU SOC using stacked die High Bandwidth Memory and silicon interposer.”

Earlier rumors suggest that AMD might launch the new graphics cards early this year as the company is under heavy pressure from Nvidia’s recently released, as well as the upcoming, Maxwell-based graphics cards.

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Samsung Finally Starts 14nm FinFET

A company insider has spilled the beans in Korea, claiming that Samsung has started Apple A9 production in 14nm FinFET.

The A9 is the next generation SoC for Apple iPhone and iPad products and it is manufactured on the Samsung – GlobalFoundries 14nm FinFET manufacturing process. In the other news, Samsung’s Ki-nam, president of the company’s semiconductor business and head of System LSI business has confirmed that the company started production of 14-nanometre FinFET chips.

The report mentions Austin as a possible site for Apple products but we wonder if the GlobalFoundries Fab 8 in New York State could become one of the partners for the 14nm FinFET manufacturing. Samsung didn’t officially reveal the client for the 14nm FinFET, but Apple is the most obvious candidate, while we expect to see 14 / 16nm FinFET graphics chips from AMD and Nvidia but most likely in the latter half of 2015 at best.

Qualcomm is likely to announce new LTE modem based on 14nm FinFET and the flagship SoC Snapdragon 810 is a 20nm chip. Qualcomm is manufacturing its 810 chips as we speak to meet demand for flagship Android phones coming in Q1 2015. Flagship Samsung, HTC and LG phones among others are likely to use Snapdragon 810 as a replacement for this year’s Snapdragon 801, a high end chip that ended up in millions of high-end phones.

Samsung / GlobalFoundries14nm FinFET process is 15 percent smaller, 20 percent faster, and 35 percent more power efficient compared to 20nm processors. This definitely sounds exiting and will bring more performance into phones, tablets, GPUs and will significantly decrease power consumption. The move from 28nm is long overdue.

We believe that Qualcomm’s LTE modem might be the first chip to officially come with this manufacturing process and Apple will probably take most of the 14nm production for an update in its tablets and phones scheduled for 2015.

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Symantec Uncovers Advanced Spying Malware

An advanced malicious software application has been discovered that since 2008 was used to spy on private companies, governments, research institutes and individuals in 10 countries, anti virus software maker Symantec Corp said in a report on Sunday.

The Mountain View, California-based maker of Norton anti virus products said its research showed that a “nation state” was likely the developer of the malware called Regin, or Backdoor. Regin, but Symantec did not identify any countries or victims.

Symantec said Regin’s design “makes it highly suited for persistent, long-term surveillance operations against targets,” and was withdrawn in 2011 but resurfaced from 2013 onward.

The malware uses several “stealth” features “and even when its presence is detected, it is very difficult to ascertain what it is doing,” according to Symantec. It said “many components of Regin remain undiscovered and additional functionality and versions may exist.”

Almost half of all infections occurred at addresses of Internet service providers, the report said. It said the targets were customers of the companies rather than the companies themselves. About 28 percent of targets were in telecoms while other victims were in the energy, airline, hospitality and research sectors, Symantec said.

Symantec described the malware as having five stages, each “hidden and encrypted, with the exception of the first stage.” It said “each individual stage provides little information on the complete package. Only by acquiring all five stages is it possible to analyze and understand the threat.”

Regin also uses what is called a modular approach that allows it to load custom features tailored to targets, the same method applied in other malware, such as Flamer and Weevil (The Mask), the anti virus company said. Some of its features were also similar to Duqu malware, uncovered in September 2011 and related to a computer worm called Stuxnet, discovered the previous year.

Symantec said Russia and Saudi Arabia accounted for about half of the confirmed infections of the Regin malware and the other countries were Mexico, Ireland, India, Iran,Afghanistan, Belgium, Austria and Pakistan.

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Amazon Web Services Goes Zocalo

Amazon Web Services (AWS) has announced two much-needed boosts to its fledgling Zocalo productivity platform, making the service mobile and allowing for file capacities of up to 5TB.

The service, which is designed to do what Drive does for Google and what Office 365 does for software rental, has gained mobile apps for the first time as Zocalo appears on the Google Play store and Apple App Store.

Amazon also mentions availability on the Kindle store, but we’re not sure about that bit. We assume it means the Amazon App Store for Fire tablet users.

The AWS blog says that the apps allow the user to “work offline, make comments, and securely share documents while you are in the air or on the go.”

A second announcement brings Zocalo into line with the AWS S3 storage on which it is built. Users will receive an update to their Zocalo sync client which will enable file capacities up to 5TB, the same maximum allowed by the Amazon S3 cloud.

To facilitate this, multi-part uploads will allow users to carry on an upload from where it was after a break, deliberate or accidental.

Zocalo was launched in July as the fight for enterprise storage productivity hots up. The service can be trialled for 30 days free of charge, offering 200GB each for up to 50 users.

Rival services from companies including the aforementioned Microsoft and Google, as well as Dropbox and Box, coupled with aggressive price cuts across the sector, have led to burgeoning wars for the hearts and minds of IT managers as Microsoft’s Office monopoly begins to wane.

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Office 365 Goes Video Streaming

Microsoft unveiled Office 365 Video, a YouTube-like streaming service where enterprises and large organizations can post in-house video content for communication and training.

“Office 365 Video provides organizations with a secure, company-wide destination for posting, sharing and discovering video content,” said Mark Kashman, a senior product manager with the Office 365 team, in a blog posting.

Kashman touted Video as a tool for internal communications, citing the examples of new-employee orientation, management messaging and worker training. Employees will also be able to contribute to a “Community” section, though most companies will probably frown on cat antic clips.

The service rolls out over the next few days to companies that have registered for Office 365′s First Release early distribution program, then through early 2015 to others.

Video will be available only to subscribers of Office 365′s plans for enterprises — E1 through E4 — and universities (A2 through A4). It will not be offered to consumer subscribers or firms with small business-oriented plans like Business Essentials, Business and Business Premium.

Kashman also said Office 365 plans for government agencies will get Video at some point, but he did not proffer a timeline.

The other requirement is SharePoint Online, an off-premises component of the enterprise and academic plans, but missing from the increasingly popular Office 365 ProPlus, the rent-not-buy plan used by organizations that have decided to retain their back-end services, like SharePoint and Exchange, on premises.

Although Office 365 Video has elements of consumer streaming services like Google’s YouTube, it’s strictly an in-house affair: It will be available only to employees, and then only those whom IT administrators have assigned access rights.

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Amazon Intel Zeon Inside

Amazon has become the latest vendor to commission a customized Xeon chip from Intel to meet its exact compute requirements, in this case powering new high-performance C4 virtual machine instances on the AWS cloud computing platform.

Amazon announced at the firm’s AWS re:Invent conference in Las Vegas that the latest generation of compute-optimized Amazon Elastic Compute Cloud (EC2) virtual machine instances offer up to 36 virtual CPUs and 60GB of memory.

“These instances are designed to deliver the highest level of processor performance on EC2. If you’ve got the workload, we’ve got the instance,” said AWS chief evangelist Jeff Barr, detailing the new instances on the AWS blog.

The instances are powered by a custom version of Intel’s latest Xeon E5 v3 processor family, identified by Amazon as the Xeon E5-2666 v3. This runs at a base speed of 2.9GHz, and can achieve clock speeds as high as 3.5GHz with Turbo boost.

Amazon is not the first company to commission a customized processor from Intel. Earlier this year, Oracle unveiled new Sun Server X4-4 and Sun Server X4-8 systems with a custom Xeon E7 v2 processor.

The processor is capable of dynamically switching core count, clock frequency and power consumption without the need for a system level reboot, in order to deliver an elastic compute capability that adapts to the demands of the workload.

However, these are just the vendors that have gone public; Intel claims it is delivering over 35 customized versions of the Intel Xeon E5 v3 processor family to various customers.

This is an area the chipmaker seems to be keen on pursuing, especially with companies like cloud service providers that purchase a great many chips.

“We’re really excited to be working with Amazon. Amazon’s platform is the landing zone for a lot of new software development and it’s really exciting to partner with those guys on a SKU that really meets their needs,” said Dave Hill, ‎senior systems engineer in Intel’s Datacenter Group.

Also at AWS re:Invent, Amazon announced the Amazon EC2 Container Service, adding support for Docker on its cloud platform.

Currently available as a preview, the EC2 Container Service is designed to make it easy to run and manage distributed applications on AWS using containers.

Customers will be able to start, stop and manage thousands of containers in seconds, scaling from one container to hundreds of thousands across a managed cluster of Amazon EC2 instances, the firm said.

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Will The Chip Industry Take Fall?

Microchip Technology has managed to scare Wall Street by warning of an industry downturn. This follows rumours that a number of US semiconductor makers with global operations are reducing demand for chips in regions ranging from Asia to Europe.

Microchip Chief Executive Steve Sanghi warned that the correction will spread more broadly across the industry in the near future. Microchip expects to report sales of $546.2 million for its fiscal second quarter ending in September. The company had earlier forecast revenue in a range of $560 million to $575.9 million. Semiconductor companies’ shares are volatile at the best of times and news like this is the sort of thing that investors do not want to hear.

Trading in Intel, whiich is due to report third quarter results tomorrow, was 2.6 times the usual volume. Micron, which makes dynamic random access memory, or DRAM, was the third-most traded name in the options market. All this seems to suggest that the market is a bit spooked and much will depend on what Chipzilla tells the world tomorrow as to whether it goes into a nosedive.

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nVidia Finally Goes 20nm

For much of the year we were under the impression that the second generation Maxwell will end up as a 20nm chip.

First-generation Maxwell ended up being branded as Geforce GTX 750 and GTX 750 TI and the second generation Maxwell launched a few days ago as the GTX 980 and Geforce GTX 970, with both cards based on the 28nm GM204 GPU.

This is actually quite good news as it turns out that Nvidia managed to optimize power and performance of the chip and make it one of the most efficient chips manufactured in 28nm.

Nvidia 20nm chips coming in 2015

Still, people keep asking about the transition to 20nm and it turns out that the first 20nm chip from Nvidia in 20nm will be a mobile SoC.

The first Nvidia 20nm chip will be a mobile part, most likely Erista a successor of Parker (Tegra K1).

Our sources didn’t mention the exact codename, but it turns out that Nvidia wants to launch a mobile chip first and then it plans to expand into 20nm with graphics.

Unfortunately we don’t have any specifics to report.

AMD 20nm SoC in 2015

AMD is doing the same thing as its first 20nm chip, codenamed Nolan, is an entry level APU targeting tablet and detachable markets.

There is a strong possibility that Apple and Qualcomm simply bought a lot of 20nm capacity for their mobile modem chips and what was left was simply too expensive to make economic sense for big GPUs.
20nm will drive the voltage down while it will allow higher clocks, more transistors per square millimeter and it will overall enable better chips.

Just remember Nvidia world’s first quad-core Tegra 3 in 40nm was rather hot and making a quad core in 28nm enabled higher performance and significantly better battery life. The same was true of other mobile chips of the era.

We expect similar leap from going down to 20nm in 2015 and Erista might be the first chip to make it to 20nm. A Maxwell derived architecture 20nm will deliver even more efficiency. Needless to say AMD plans to launch 20nm GPUs next year as well.

It looks like Nvidia’s 16nm FinFET Parker processor, based on the Denver CPU architecture and Maxwell graphics won’t appear before 2016.

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Is AMD’s FreeSync Coming In 2015?

Last week in San Francisco we spent some time with Richard Huddy, AMD’s Chief gaming scientist to get a glimpse what is going on in the world of AMD graphics. Of course we touched on Mantle, AMD’s future in graphics and FreeSync, the company’s alternative to Nvidia G-Sync.

Now a week later AMD is ready to announce that MStar, Novatek and Realtek scaler manufactures are getting ready with DisplayPort Adaptive-Sync and AMD’s Project FreeSync. They should be done by end of the year with monitors shipping in Q1 2015.

FreeSync will prevent frame tearing as the graphic card often pushes more (or fewer) frames than the monitor can draw and this lack of synchronisation creates quite annoying frame tears.

FreeSync will allow Radeon gamers to synchronize display refresh rates and GPU frame rates to enable tearing and stutter-free gaming along with low input latency. We still do not have the specs or names of the new monitors, but we can confirm that they will use robust DisplayPort receivers from MStar, Novatek and Realtek in 144Hz panels with QHD 2560×1440 and UHD 3840×2160 panels up to 60 Hz.

It took Nvidia quite some time to get G-Sync monitors off the ground and we expect to see the first 4K G-Sync monitors shipping shortly, while QHD 2560×1440 ones have been available for a few months. Since these are gaming monitors with a 144Hz refresh rate they don’t come cheap, but they are nice to look at and should accompany a high end graphic card such as Geforce GTX 980 or a few of them.

Radeon lovers will get FreeSync, but monitors will take a bit more time since AMD promises Project FreeSync-ready monitors through a media review program in 1Q 15 and doesn’t actually tells us much about retail / etail availability.

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