TSMC’s FinFet Coming In 2015?

TSMC has announced that it will begin volume production of 16nm FinFET products in the second half of 2015, in late Q2 or early Q3.

For consumers, this means products based on TSMC 16nm FinFET silicon should appear in late 2015 and early 2016. The first TSMC 16nm FinFET product was announced a few weeks ago.

TSMC executive CC Wei said sales of 16nm FinFET products should account for 7-9% of the foundry’s total revenue in Q4 2015. The company already has more than 60 clients lined up for the new process and it expects 16nm FinFET to be its fastest growing process ever.

Although TSMC is not talking about the actual clients, we already know the roster looks like the who’s who of tech, with Qualcomm, AMD, Nvidia and Apple on board.

This also means the 20nm node will have a limited shelf life. The first 20nm products are rolling out as we speak, but the transition is slow and if TSMC sticks to its schedule, 20nm will be its top node for roughly a year, giving it much less time on top than earlier 28nm and 40nm nodes.

The road to 10nm

TSMC’s 16nm FinFET, or 16FinFET, is just part of the story. The company hopes to tape out the first 10nm products in 2015, but there is no clear timeframe yet.

Volume production of 10nm products is slated for 2016, most likely late 2016. As transitions speed up, TSMC capex will go up. The company expects to invest more than $10bn in 2015, up from $9.6bn this year.

TSMC expects global smartphone shipments to reach 1.5bn units next year, up 19 percent year-on-year. Needless to say, TSMC silicon will power the majority of them.

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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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Google Goes To The Supreme Court

Google has asked the U.S. Supreme Court to rule on contentious litigation against Oracle arguing that the high court must act to protect innovation in high tech.

Google’s request seeks to overturn an appeals court ruling that found Oracle could copyright APIs of its Java programming language, which Google used to design its Android smartphone operating system.

Oracle sued Google in 2010, claiming that Google had improperly incorporated parts of Java into Android. Oracle wants $1 billion on its copyright claims. Oracle claimed Google’s Android trampled on its rights to the structure of 37 Java APIs. A San Francisco federal judge had decided that Oracle could not claim copyright protection on parts of Java, but earlier this year the U.S. Court of Appeals for the Federal Circuit in Washington disagreed.

In its filing this week, Google said the company would never been able to innovate had the Federal Circuit’s reasoning been in place when the company was formed.

“Early computer companies could have blocked vast amounts of technological development by claiming 95-year copyright monopolies over the basic building blocks of computer design and programming,” Google wrote.

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Will Verizon Throttle Users?

Verizon Wireless backed away from a widely criticized plan to slow down the connections of heavy data users with unlimited LTE plans.

The carrier had announced in July it would extend a practice it calls network optimization to unlimited LTE subscribers starting in October. Network optimization targets the top 5 percent of data users on the network when a cell site is under the heaviest demand, and slows down those users’ network performance. Verizon had already applied the practice to the top users of its 3G network.

“We’ve greatly valued the ongoing dialogue over the past several months concerning network optimization and we’ve decided not to move forward with the planned implementation of network optimization for 4G LTE customers on unlimited plans,” the carrier said in a statement on Wednesday. “Exceptional network service will always be our priority and we remain committed to working closely with industry stakeholders to manage broadband issues so that American consumers get the world-class mobile service they expect and value.”

U.S. Federal Communications Commission Chairman Tom Wheeler attacked the plan in a letter to Verizon, suggesting it was a ploy to get customers to switch from their unlimited plans to ones with a cap on monthly data usage. Verizon no longer sells new unlimited plans but allows subscribers with those plans to keep them.

“I know of no past Commission statement that would treat as ‘reasonable network management’ a decision to slow traffic to a user who has paid, after all, for ‘unlimited’ service,” Wheeler wrote in the late July letter to Verizon Wireless President and CEO Dan Mead.

Digital rights group Public Knowledge also attacked so-called data throttling, as well as practices by AT&T, Sprint and T-Mobile USA.

The showdown demonstrated the tension over increasing demand for mobile data, which carriers say puts a strain on their networks. Among other things, that demand has led operators to seek ever more spectrum and apply network management techniques they say are necessary to keep serving all subscribers well. Though LTE makes much more efficient use of the airwaves than 3G does, LTE networks are serving a rapidly growing number of subscribers.

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Will ARM’s Mbed OS Help The IoT?

ARM has announced a software tool to make Internet of Things (IoT) deployment faster and easier and thus speed up the creation of IoT devices.

Called the Mbed IoT Device Platform, the software is primarily an operating system (OS) built around open standards that claims to “bring Internet protocols, security and standards-based manageability into one integrated tool” in order to save money and energy in making IoT devices.

The Mbed IoT Device Platform is made up chiefly of the Mbed OS, a free operating system for Cortex-M processor based devices that “consolidates the building blocks of the IoT in one integrated set of software components” and contains security, communication and device management features to enable the development of lower power IoT devices.

The OS will be available to Mbed partners in the fourth quarter for early development, with the first production devices due in 2015 to allow companies to focus on innovation, reducing development costs and time to market.

It will also support standards such as Bluetooth Smart, 2G, 3G, LTE and CDMA cellular technologies, Thread, WiFi, and 802.15.4/6LoWPAN along with TLS/DTLS, CoAP, HTTP, MQTT and Lightweight M2M, ARM said.

The Mbed OS will also feature the Mbed Device Server, a licensable software product that provides the required server-side technologies to connect and manage devices in a more secure way. It also provides a bridge between the protocols designed for use on IoT devices and the APIs that are used by web developers.

“This simplifies the integration of IoT devices that provide ‘little data’ into cloud frameworks that deploy big data analytics on the aggregated information,” said ARM. “Built around open standards, the product scales to handle the connections and management of millions of devices.”

Mbed Device Server is available now, with an aim to improve efficiency, security and manageability for devices using a “standards-based and IoT approach”, ARM said.

The software also comes with its own community, Mbed.org, which is the focus point for a more than 70,000 developers around the platform. The website provides a database of hardware development kits, a repository for reusable software components, reference applications, documentation and web-based development tools. It is already up and running, ARM said.

“Deploying IoT-enabled products and services requires a diverse set of technologies and skills to be coordinated across an organization,” said ARM CEO Simon Segars. “ARM Mbed will make this easier by offering the necessary building blocks to enable our expanding set of ecosystem partners to focus on the problems they need to solve to differentiate their products, instead of common infrastructure technologies. This will accelerate the growth and adoption of the IoT in all sectors of the global economy.”

ARM is launching Mbed with a number of partners, including Atmel, CSR, Ericsson, Farnell, Freescale, IBM, KDDI, Marvell, Megachips, Multitech, Nordic Semiconductor, NXP, Renesas, Seecontrol, Semtech, Silicon Labs, Stream Technologies, ST, Telenor Connexion, Telefonica, Thundersoft, u-blox, wot.io and Zebra.

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RedHat Ups Game With Fedora 21

RedHat has announced the Fedora 21 Alpha release for Fedora developers and any brave users that want to help test it.

Fedora is the leading edge – some might say bleeding edge – distribution of Linux that is sponsored by Red Hat. That’s where Red Hat and other developers do new development work that eventually appears in Red Hat Enterprise Linux (RHEL) and other Red Hat based Linux distributions, including Centos, Scientific Linux and Mageia, among others. Therefore, what Fedora does might also appear elsewhere eventually.

The Fedora project said the release of Fedora 21 Alpha is meant for testing in order to help it identify and resolve bugs, adding, “Fedora prides itself on bringing cutting-edge technologies to users of open source software around the world, and this release continues that tradition.”

Specifically, Fedora 21 will produce three software products, all built on the same Fedora 21 base, and these will each be a subset of the entire release.

Fedora 21 Cloud will include images for use in private cloud environments like Openstack, as well as AMIs for use on Amazon, and a new image streamlined for running Docker containers called Fedora Atomic Host.

Fedora 21 Server will offer data centre users “a common base platform that is meant to run featured application stacks” for use as a web server, file server, database server, or as a base for offering infrastructure as a service, including advanced server management features.

Fedora 21 Workstation will be “a reliable, user-friendly, and powerful operating system for laptops and PC hardware” for use by developers and other desktop users, and will feature the latest Gnome 3.14 desktop environment.

Those interested in testing the Fedora 21 Alpha release can visit the Fedora project website.

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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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Will Mark Hurd Call The Shots At Oracle?

Analysts have started to wonder which of the two heads that Larry Ellison left in charge of Oracle will be calling the shots — Safra Catz or Mark Hurd.

Wall Street thinks that dealmaker and finance guru Safra Catz will be in charge even though she, and not Hurd who would be the real boss. Of course Ellison will remain around for a while, so it is a little moot, neither Catz or Hurd got to the top by crossing Ellison. But Ellison could actually go, particularly if his mysterious exit was because he was sick and this has made some analysts wonder who will be in charge.

Of 12 analysts who replied to an anonymous poll, five said Catz would likely run Oracle, while only one voted for Hurd, 57. Four said both would continue to run the company, one said neither, and one plumped for dark-horse internal candidate Thomas Kurian.

Catz has more status because the 52-year old former Wall Street banker orchestrated Oracle’s multibillion dollar acquisitions and has been Ellison’s de facto deputy for the last few years. Hurd, who only joined Oracle in 2010 after leaving HP under the cloud of a business ethics breach, has a larger public presence but is still seen as a newcomer.

Only one analyst said Hurd was the more likely to lead the company, chiefly because he is the one with experience of being the CEO of a large technology company. In fact some of the Oracle board does not trust him because of the experience that HP had with him.

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HTC To Make the Next Google Nexus Tablet

Google Inc has chosen HTC Corp to develop and deliver its upcoming 9-inch Nexus tablet, the Wall Street Journal reported, citing people familiar with the matter.

Google had been mulling HTC as a potential Nexus tablet partner since last year and HTC engineers have been flying to the Googleplex in Mountain View in recent months to work on the project, the report said.

Google’s decision to pick HTC reflects its long-term strategy of building a broad base of partners from device to device to prevent any one manufacturer from gaining a monopoly, the report said.

That may also be one of the reasons why Google chose HTC over bigger rivals Samsung Electronics Co Ltd, maker of the Nexus 10 tablet.

Google and HTC declined to comment on the report.

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Will HP Dump Snapfish?

Hewlett-Packard Co is taking a look at putting its web-based photo sharing service Snapfish on the block, and has held discussions with multiple private equity and industry buyers, a person with knowledge of the situation said.

Snapfish, which HP bought for more than $300 million in 2005 and currently sits within its printing and personal systems group, is considered non-core for the company, the person said, asking not to be named because the matter is not public.

A spokesman for HP declined to comment.

Last year, HP replaced the printing and personal business’ long-time head Todd Bradley with former Lenovo executive Dion Weisler. Bradley has since left the technology company, to join Tibco Software Inc as its president.

Some of the parties that have been eyeing Snapfish have also expressed interest in buying another online photo-sharing services provider, Shutterfly Inc, the person said.

Shutterfly hired Frank Quattrone’s Qatalyst Partners over the summer to find a buyer, and is expected wrap up its process in the next several weeks, people familiar with the matter have said previously.

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