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TSMC To Boost 28nm Production
TSMC is able to make chips using 28nm process technology at a speedier pace that it originally anticipated. This means that the chipmaker will likely be able to meet demand for existing orders and start accepting new designs.
TSMC promised to increase its 28nm capacity to 68 thousand 300mm wafers per month by the end of the year. It did this by ramping up fab 15/phase 2 to 50,000 300mm wafers a month. According to the Taiwan Economic News it looks like the outfit managed to beat its own projections, which should be good news for customers like AMD, Nvidia and Qualcomm. Well not AMD of course. It just told Globalfoundries to stop making so many of its chips so it can save a bit of money.
But it looks like TSMC is flat out. In November the fab 15/phase 2 processed 52,000 wafers. When combined with fab 15/phase 1, TSMC should be able to process 75 – 80, 000 300mm wafers using 28nm process technologies this month. TSMC produces the majority of 28nm chips at fab 15, which will have capacity of more than 100,000 300mm wafers per month when fully operational.
Will Foxcomm Invade The US?
Foxconn Technology Group is weighing whether or not to expand its existing manufacturing operations in the U.S., in a move that could be linked with Apple’s plan to bring back Mac manufacturing to the country.
Foxconn made the statement last Friday after Apple CEO Tim Cook said in interviews with NBC and Businessweek that Apple would manufacture one of its Mac lines in the U.S. by the end of next year.
“So we’ll literally invest over $100 million,” Cook said. “This doesn’t mean that Apple will do it ourselves, but we’ll be working with people, and we’ll be investing our money.”
Analysts said Foxconn could be involved. The Taiwan-based firm is a major supplier for Apple, helping to build its iPhone and iPad. But much of that manufacturing is done in China, where Foxconn employs 1.2 million workers and labor costs are lower.
Without elaborating, Foxconn said it was considering the expansion in order to meet the needs of it customers, and to “leverage the high-value engineering talent” available in the U.S. market.
It’s unclear what kind of manufacturing operations the company already has in the U.S. An expansion in the nation, however, would face challenges, said Amy Teng, an analyst with research firm Gartner.
“From the financial perspective, I don’t see any advantage in why they (Foxconn) would assemble there, unless this is part of Apple’s plan,” she said. Labor costs in the U.S. are higher and it will be harder for the company to recruit U.S. workers for menial factory jobs, when compared to China.
WD Going 5TB Next Year
According to Russian website Almodi.org that managed to snag some screenshots of WD’s plans for the next year, it appears that Western Digital wants to bring 5TB drives in both its Green ant the Red Series in Q4 2013.
In addition to the 5TB WD50EFRX Red series and the WD50EZRX in the Green series, the Q3 2013 will also bring 4TB drives in both series. Of course, we are talking about 3.5-inch drives that will feature 64MB of cache and SATA 6Gbps interface.
The slides also do not reveal any info regarding standard 3.5-inch Blue series and 2.5-inch Scorpio line of drives. As you may remember, WD has recently announced a 4TB version in its Black series lineup so 5TB one might come sooner than in the Green or WD Red NAS line.
AMD Shows Piledriver Opteron
AMD’s Piledriver rollout is all but complete. With Trinity in the mobile and desktop space, new 3300 and 4300 Opterons are bringing the new architecture to data centers.
The Opteron 4300 series offers six different parts, in quad-, six- and eight-core flavours. Stock clocks range between 2.2GHz and 3.5GHz, with TDP’s in the 35W to 95W range. The cheapest Opteron 4334 costs $191, while the priciest 4332HE comes in at $501. The 3300 series consists of three quad- and eight-core SKUs, priced at $125 to $229. The pricing of both series is pretty aggressive.
But what’s next for AMD? Well things should be eerily quiet on the server front in 2013. Abu Dhabi, Seoul and Delhi/Orochi C should last throughout 2013 and even a good part of 2014. That’s when we can expect some major changes, as AMD transitions to 28nm and goes about transforming its Opteron lineup.
Future Low Power CPUs and APUs (as AMD calls them) should replace Dehli/Orochi-C in 1P and dense server markets, but AMD is also planning “Client APUs for market enablement,” and this sounds a lot like ARM-based low voltage parts. Of course, in the high end AMD plans to stick with big Steamroller cores, but mid-2014 is a long way off.
Qualcomm Throws $$ At Sharp
December 12, 2012 by admin
Filed under Consumer Electronics
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Qualcomm is set to make a $120m investment in troubled Japanese display maker Sharp.
Rumours had been floating around that Qualcomm was looking to make an investment in Sharp, and the display maker has confirmed the investment. Qualcomm initially will invest $60m in Sharp through its Pixtronix subsidiary by the end of 2012 to help develop Sharp’s IGZO display technology.
Qualcomm will make a further $60m investment in Sharp should the initial work on its IGZO displays seem promising. Should Qualcomm complete the $120m investment in Sharp, that will make it the single largest shareholder with around five percent of the firm, primarily due to the fact that Sharp’s share price has fallen by almost 75 percent in 2012.
While Sharp said it will work with Qualcomm on further developing its display technology, the two firms will also look at working together on developing chip fabrication technologies.
It had been reported that Intel and Dell were also sniffing around Sharp, while Hon Hai is known to be looking to make a stake in the firm, though its demand for a seat on Sharp’s board is likely the main sticking point in negotiations. Sharp has warned that its future is in doubt if it cannot secure investment to repay large debts it amassed as part of its LCD manufacturing push back in 2006 and 2007.
Mozilla Touts WebRTC
Mozilla has shown off WebRTC integration in its Firefox web browser, demonstrating real-time video conferencing and file transfer capabilities.
All major web browser developers have started to integrate the WebRTC protocol and now Mozilla has shown off how far its integration has come. The firm demonstrated working video conferencing, file transfer and sharing capabilities through the Firefox web browser.
Mozilla was keen to push its implementation of the Datachannels API that is part of WebRTC to allow instant messaging and file transfer. The firm’s impressive demonstration shows off seamless sharing between two clients that had initiated a video conversation, with tabs and files being sent and viewed with little user interaction.
Mozilla’s demonstration does highlight the need for tight sandboxing within the web browser, however as a peer-to-peer protocol that automatically encrypts communications between two hosts, WebRTC could challenge some existing closed communication protocols such as Skype.
Maire Reavy, product lead for Firefox Platform Media at Mozilla said, “WebRTC is a powerful new tool that enables web app developers to include real-time video calling and data sharing capabilities in their products. While many of us are excited about WebRTC because it will enable several cool gaming applications and improve the performance and availability of video conferencing apps, WebRTC is proving to be a great tool for social apps.”
Mozilla didn’t say when its WebRTC implementation will enter the stable release channel, however given the outfit’s rapid release schedule, it should be a matter of weeks rather than months.
Radeon 8000 HD Expected In Q2
Since we only have one month left in 2012 and due the fact that graphics companies rarely announce something big in December, it is obvious that Radeon HD 8000 slipped to 2013.
Our well informed industry sources are confirming that the next generation, based on Sea Islands, architecture is coming in 2013 and some of them dare to say that it will be Q2 2013 rather than Q1 2013. Some people were expecting to see the cards in Q1 2013 but even according to AMD’s own roadmap Sea Islands, the new GPU architecture with HAS features was scheduled (or should we say delayed. Ed) for 2013.
AMD has already communicated this schedule loud and clear in its February 2012 roadmap update, and even then it killed hopes that Sea Islands or HD 8000 cards are coming in very late Q3 or Q4 2012, as was previously expected.
We won’t get into any specific details like the 8000 branding, or die sizes as we simply don’t know this at the time being. It’s safe to say that these cards will end up faster than 7000 series and at similar TDPs to the previous generation, all manufactured in 28nm.
Is HP Getting Sued?
HP is in the process of being sued by an angry investor who claims the company knew statements about its Autonomy acquisition were misleading and led the stock to fall.
A proposed class action lawsuit was filed in a San Francisco federal court. HP bought British software firm Autonomy for a $11.1 billion last year but made an $8.8 billion write-down on its acquisition claiming the company inflated sales with improper accounting.
Autonomy co-founder Mike Lynch has denied any wrongdoing. The lawsuit, one of the first to be filed by investors on the Autonomy mess, said HP hid the fact it gained control of Autonomy based on financial statements that could not be relied upon.
It claims HP had not revealed to investors that it tried to undo the Autonomy agreement before it closed because of the accounting issues.
Amazon Looking For Investors
December 6, 2012 by admin
Filed under Around The Net
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Amazon has issued its first bonds in nearly 15 years as it looks to borrow money while interest rates are low.
Amazon’s position as the undisputed king of online retail has put the company in a good position to take advantage of cheap borrowing rates. Amazon issued three, five and 10-year bonds at 0.38, 0.63 and 0.93 percent above US Treasury rates with investors clamouring to get a ride on the firm’s coattails.
According to the Wall Street Journal, Amazon’s $3bn bond issue has attracted more than $10bn in investor interest. According to ratings agency Moody’s, the firm will use the cash generated in the bond sale to make investments such as buying its corporate headquarters.
Standard and Poor’s rated Amazon’s debt as AA- and said there was minimal financial risk with Amazon. While Moody’s rated the bonds at Baa1, the agency also forecast strong growth in sales for Amazon in the coming years. It seems that Amazon, given that it hasn’t got any other bonds, is proving popular with bond investors despite reporting low profits and recently having been grilled in the UK Parliament over allegations of tax avoidance.
Amazon has been diversifying the ways it generates cash, and while it long ago moved away from simply selling books, the firm is a big player in cloud services through its Amazon Web Services division and is aggressively marketing its own brand of electronics devices in the Kindle range of ebook readers and tablets.
nVidia Speaks On Performance Issue
Nvidia has said that most of the outlandish performance increase figures touted by GPGPU vendors was down to poor original code rather than sheer brute force computing power provided by GPUs.
Both AMD and Nvidia have been using real-world code examples and projects to promote the performance of their respective GPGPU accelerators for years, but now it seems some of the eye popping figures including speed ups of 100x or 200x were not down to just the computing power of GPGPUs. Sumit Gupta, GM of Nvidia’s Tesla business said that such figures were generally down to starting with unoptimized CPU code.
During Intel’s Xeon Phi pre-launch press conference call, the firm cast doubt on some of the orders of magnitude speed up claims that had been bandied about for years. Now Gupta told The INQUIRER that while those large speed ups did happen, it was possible because of poorly optimized code to begin with, thus the bar was set very low.
Gupta said, “Most of the time when you saw the 100x, 200x and larger numbers those came from universities. Nvidia may have taken university work and shown it and it has an 100x on it, but really most of those gains came from academic work. Typically we find when you investigate why someone got 100x [speed up] is because they didn’t have good CPU code to begin with. When you investigate why they didn’t have good CPU code you find that typically they are domain scientist’s not computer science guys – biologists, chemists, physics – and they wrote some C code and it wasn’t good on the CPU. It turns out most of those people find it easier to code in CUDA C or CUDA Fortran than they do to use MPI or Pthreads to go to multi-core CPUs, so CUDA programming for a GPU is easier than multi-core CPU programming.”