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That is very surprising. Micron must be having problem producing these TLC chips.
Question: Has Intel licensed its technology to Hynix?
He was ardent tennis fan and took part in every tennis tournament.
I met during one of these tournament. In fact played against him.
Extremely respected by one and all.
RIP.
Absolutely true. But you are putting some of these so called experts down. They deserve this. they asked for it.
Here is some interesting facts about new Intel compute sticks.
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Intel Core M Compute Stick beats out old discrete GPUs, desktop CPUs in first tests
Jon Martindale,Digital Trends 10 hours ago Comments Like Reblog on Tumblr Share Tweet Email
The big selling point of Intel’s Compute Stick is how compact a system it is. With a micro-USB cable and a compatible plug, you can have a fully functioning PC in your pocket whenever you need it. But it turns out the new Core M version of that micro-system is quite a powerhouse too, even beating out some desktop chips and discrete GPUs from a few years ago in recent testing.
The Core M Compute Stick being tested in this instance featured a Core M3-6Y30 CPU running at a base block of just 0.9GHz, though it can turbo up to 1.5GHz as and when required. This is paired with 4GB of RAM and 64GB of on-board storage, and utilizes the on-board HD Graphics 515 core for 2D and 3D rendering.
While none of that sounds hugely impressive, consider the fact that it’s all packed inside a USB stick. Pair that up with the performance numbers as we now know them, and it’s even more surprising.
Related: Ditch the desktop and hit the couch with our favorite stick PCs
In the first of several benchmarks run by Linuxium, Passmark, the Core M Compute Stick holds its own against a Radon HD 5770 in 2D testing, destroys a Core 2 Duo E8400 (running at 3.0Ghz) in the CPU test, dominates a GeForce GT 630 in 3D testing, and isn’t far behind an 8GB set-up in the memory test.
In PC Mark 8, it scored just 10 percent below a gaming laptop from 2013 and achieved some reasonable scores in the easier 3Dmark benchmarks: 41,605 in Ice Storm and 4,213 in CloudGate. Although it must have been a bit of a slideshow, it also managed just shy of 600 points in FireStrike.
Of particular note however is the Octane Score, which saw the Core M Compute Stick perform around 20 percent faster under Ubuntu than it did with a Windows 10 configuration.
While it is unlikely to beat any overclocking records, or be capable of playing the latest AAA games at high resolutions, these results show that the Core M Compute Stick is quite a powerful little system that is far more capable than many likely gave it credit for.
Ash should be commenting on this too. He was skeptical about this. I am not sure it has not happened or not. But stock is definitely reacting to this news/rumors positively.
What is this chart telling you about Intel stock reaction in future(coming weeks and months)?
Look at these two paragraph from the article.
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If you were excited about the AMD Opteron A1100, that excitement should have just waned to a significant degree. We wrote about this in our AMD Opteron A1100 release editorial, but there is a clear reason we are seeing such low interest in the Opteron A1100 series
The rest of the ARM world now has a much higher hurdle to clear. Intel just added a lot more CPU in the 45W TDP, added more clock speed in a 65W TDP and pushed power lower with some of the 35W TDP parts we have tested recently.
Another article confirming the same theme-slowing down of smartphone market.
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ARM: Macquarie Cuts to Hold; Growth Drivers Set to Cool
By Tiernan Ray
Shares of ARM Holdings (ARMH) are up 17 cents, or 0.4%, at $38.62, riding the rise of chip stocks generally today despite a negative piece from Deepon Nag with Macquarie Research.
Nag thinks the company is up against slowing growth in the coming 12 months, as the big lift its gotten from the mobile chip wave cools, and as it invests in newer initiatives that will take time to bear fruit, things such as chips for server computers.
On the first score, the slowing of mobile, Nag draws upon work he and colleagues did back in the fall, which suggested that the replacement market for smartphones is becoming a bigger deal, and that new purchases of smartphones will slow as a consequence.
Hence, Nag contests the rosy picture of mobile growth outlined by ARM during its earnings conference call last week:
Read further…
http://blogs.barrons.com/techtraderdaily/2016/02/16/arm-macquarie-cuts-to-hold-growth-tapering-off/
Smartphone for $7.00. Who wants to be in this market?
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A $7 smartphone is launching in India tomorrow
Sonam Joshi,Mashable 10 hours ago Comments Like Reblog on Tumblr Share Tweet Email
Ap_816072669966
An Indian handset maker is ready to launch the country's cheapest smartphone under Rs 500 ($7), which could be a game changer in one of the world's fastest growing smartphone markets. Called Freedom 251, it has been manufactured by a homegrown company, Ringing Bells.
See also: This is the country where Apple sells the cheapest and most expensive iPhones
With 220 million users, India is the world's second-largest smartphone market. Since less than one-third of the population uses smartphones, it continues to attract new smartphone brands.
The company plans to import the components but assemble the phones in India, in accordance with the Indian government's Make in India campaign, which encourages local manufacturing. In the last year, global smartphone makers such as Motorola, Gionee, Lenovo and Xiaomi have started assembling their handsets in India.
Currently, the most affordable smartphones in India are priced between Rs 1,500 ($22) and Rs 2,000 ($29). Last year, another Indian company DataWind announced its plans to launch the world's cheapest smartphone at Rs 999 ($14.6).
While Ringing Bells has not revealed too many details about Freedom 251, it is likely to be 3G-enabled. The company had recently launched the country's cheapest 4G smartphone priced at Rs 2,999 ($44).
You just proved my point of view by providing theoretical stuff from books. You have no process knowledge, Period. Just keep on writing garbage without any knowledge of process technology.
Question is why this guy keeps on promoting TSMC superiority and down playing Intel's claim. Is he paid by TSMC like the other guy?
TCE writes a few blogs every day criticising or explaining Intel's technology when he is not an expert on process technology. Most of his blogs over the last a few months are cut and paste of his own blogs. Nothing new in my mind.
Here is an article about future Intel SSDs. I recall someone asked where are Intel drives. This is not an announcement from Intel.
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Super-fast 10TB Intel SSDs could be on the horizon thanks to new Micron chips
SSDs for PCs could reach capacities over 10TB with Micron's 3D NAND chips
SSD with Microns 3D NAND flash chips
Credit: Micron
4COMMENTS
Agam Shah
IDG News Service Feb 12, 2016 7:39 AM
Intel’s solid-state drives could be poised for a big jump in capacity and speed with new 3D flash chips coming from Micron.
Micron, which makes the flash in Intel’s SSDs, has started volume shipments of its 3D NAND flash chips. The chips could lead to SSDs the size of a pack of gum with more than 3.5TB of storage and standard 2.5-inch SSDs with capacities greater than 10TB.
SSDs have been advancing in capacity and durability. Fixstars last month shipped a 13TB SSD, which is priced at about $1 per gigabyte, or $13,000. This year, SanDisk plans to ship 6TB and 8TB SSDs, while Samsung is aiming to release a 4TB SSD.
Intel sells consumer SSDs with a maximum capacity of 4TB, and Micron’s 3D NAND chips will could up to triple that capacity. Some of Intel’s enterprise SSD products are old and due for an upgrade.
Intel did not comment on when it would release new SSDs. Micron, which sells SSDs, will release new drives in the spring and summer seasons.
3D NAND flash achieveshigher density by placing storage chips on top of each other. That is an advance from a planar structure, in which the chips are placed next to each other. The new structure has also improved the speed of SSDs, because the storage cells are closer to each other.
But Micron is behind rivals Samsung and Toshiba, which moved to the 3D NAND flash structure many years ago to improve storage capacity and reduce production costs. Micron’s implementation is different and relies on floating-gate cells to improve the reliability and capacity of drives. Micron’s rivals use charge-trap technology, which analysts say might provide longer battery life.
Micron claims its 3D NAND chips have three times the density of competitors’ products. This should mean three times the capacity in the same size SSD, so the storage will take up less space in an expensive data center or a small, slim device.
It isn’t yet clear whether Micron will use these 3D NAND chips for Xpoint, a significantly faster storage and memory technology that it’s developing with Intel. They claim Xpoint will be 10 times more dense than DRAM and produce SSDs that are 1,000 times faster and more durable than flash storage. Intel plans to release Xpoint-based memory DIMMs and SSDs under the Optane brand.
Micron said Xpoint products will come later this year but didn’t comment further on the technology.
This was all the discussions yesterday. Chinese market especially consumer is not in great shape. This revenue shortfall will affect all parties involved in supplying parts to Apple that includes TSMC and Samsung.
In fact Apple earnings would be worse if not for cheaper components cost on memory and flash.
Implications of all this will be known in the coming weeks.
I did not start this. What I said from start was that TSMC will have hard time keeping up its progress. You took it all the way to extreme.
Here is warning from Hyundai Motors about China that you stated has seen more cars sold in that country. It clearly proves who has the blinders.
http://www.bloomberg.com/news/articles/2016-01-26/hyundai-posts-lowest-profit-in-five-years-as-sales-in-china-slow
My comments were about India here. I am not wearing any blinders. Every analysts on CNBC are saying the same thing that it is extremely hard to believe what is coming from that part of the world.
U are most welcome your point of view. I know for sure what is going on India.
The data flow from these countries is not worth believing. It reflects in stock market, in economy and I am sure in consumer spending. Inflation in India is very high. Real wages are very low.
Folks who can buy apple phones are the top 5% of the population. most of them are in this country on H1 visas.
My source is same as yours. You have seen it in the recent past that is extremely hard to believe what these countries report and say.
Apple has been hoping to get growth from China and India. The world economy especially from these 2 countries are in bad shape.
As I said time will tell.
Everyone who invests in semi knows about this that u don't stop investing. But there has been delay and adjustment based on revenue stream and product shift. Smart phones have been decline for some time. The only a handful have managed to grow and that is in doubt now. So it is prudent to do the right thing. Priorities change with time.
We will see in coming weeks(Apple earnings) and months as to the accuracy of TSMC big talk.
With revenue declining so much, it will have to rethink its process investment and delay those till there is demand for all that capacity and technology.
When TSMC 10nm is not equivalent to Intel 10nm then how TSMC will be first to market. Just lying about it sprocess and calling it 10nm.
Why not call it 7nm/5nm now and declare the victory-how hallow it may be.
Interesting read. The same data being read by two analysts so differently.
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6:14 PM ET
PC Data Look Less Bad for December, Smartphones Look Really Bad, Says Street
By Tiernan Ray
A number of Street observers today weighed in with thoughts on personal computer and mobile device markets, after reviewing the reported results of companies from the supply chain, with mixed implications for Intel (INTC), HP Inc. (HPQ), and drive makers Seagate Technology (STX) and Western Digital (WDC), but also fairly weak results for the entire smartphone and mobile segments.
RBC Capital Markets’s Amit Daryanani reviewed December data from Taiwanese companies, and also finds some PC bright spots, with notebook computer shipments up 7% from November’s level, to 11.2 million units, for the top four “original design manufacturers,” including Compal and Wistron that he follows, which was “well above seasonal trends.” But total sales for those four ODMs were down 16% from the prior-year period.
The results are a slight negative relative to expectations” for HP Inc., he writes.
“The improvement in PC shipments and positive U.S. growth could indicate lower than expected HPQ y/y revenue declines and better than expected FCF (CCC days).” The shipment data are “slightly negative” for Seagate and Western, with perhaps 119 million units shipped for the December quarter, he thinks, about what the two vendors have led the Street to expect.
As far as PC microprocessors, “Today’s results should be neutral to slightly negative for INTC,” he thinks.
Wells Fargo’s David Wong, however, draws the opposite conclusion regarding Intel, seeing possible upside in the notebook numbers:
In that case the rest of his stuff is also personal guess. Nothing is creditable in that article as far as I am concerned.
But someone who reads and follows it religiously and he decided to post the article here.
article states that AMD will be shipping product using 10nm an d7 nm before Intel. AMD which is so close to going under will do that. Complete lie. That puts a creditability to the whole article in my opinion.
Article still lists that ipad pro might do well but other indications are pointing to poor acceptance.
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The tablet market is dying, but new hybrid devices are set to explode next year
Business Insider By Alexei Oreskovic
2 hours ago
The tablet market is set to shrink 8% in 2015, but the new breed of hybrid tablets with detachable keyboards could help breath new life into the business, according to a new report by research firm IDC.
Global tablet shipments will total 211.3 million units in 2015, according to IDC, representing a decline of 8.1% compared to 2014.
The weakening consumer demand for tablets has been evident throughout the year, with Apple reporting in October that iPad sales in its fiscal fourth quarter dropped below 10 million units for the first time since mid-2011.
But there is hope for the market in the new crop of hybrid, or "detachable," tablets such as the new Apple iPad Pro, Microsoft Surface Pro, and Google's Pixel. These tablets have snap-on keyboards that make them ideally-suited for business users who need to do more than just browsing the web with them.
According to IDC, the detachable tablet segment will grow by 75% in 2016. That's off a small base, since many of these detachable tablets were only recently released, but it's still an encouraging sign for the battered tablet market.
Apple's new iPad Pro for example is the "only" reason that Apple will gain market share in the tablet market in the coming years, IDC said.
But this biggest beneficiary from the rise in detachable tablets may be Microsoft. Windows-based devices (including "slates" and detachables) will more than double in market share by 2019, IDC said, as PC and smartphone vendors create tablets running Microsoft's operating system.
Welfare states are supported by tax payers
You love Apple and Intel both. Then why are you reacting like this.
As ipad pro is being evaluated you are bound to see comments like this. There is another article out there stating that ipad pro handed over Microsoft Surface its best win.
Why this is rumor? It is coming out Intel's rep mouth.
This could be significant.
Very true. But I was referring to LG announcement where it was mentioned that ARM SOCs produced on its 14nm process was better performing than TSMC and or Samsung 16nm++/14nm process.
Yes to some extent. Apple already owns the top end. By allowing other phones like LG to come to market will put a dent. Apple is cult and everyone who wants to own Apple iphone has already got one.
This whole discussion started with so called rumors that Intel will make SOCs for LG. And Intel process is superior to TSMC and or Samsung. Obviously no one knows for certain. But if true then TSMC and Samsung are in deep trouble. And Apple sure would like to take advantage of that. If not Apple then every other phone makers will have some chance of success.
Helping LG will help stop Apple from dominating the high end business any more than what it is already doing. I believe this is the right strategy.
I agree with 100%. why would Intel help Apple if there is no guarantee from apple to preserve its core business.
There is so much appetite for iphone that it can't last forever.
In my opinion it is one product company. Its products are the best in the world. There is denying about this.
What it needs to do is develop products which appeal to consumers and corp. world. Its penetration is very low in corp. world.
Before Apple starts counting revenue from iwatch, it needs to protect its turf with iphone 6/6s. Sales are stalled and it has canceled orders for various components that goes into the, Its stock is taking a big beat.
Did you count how many "ifs" he used to make his case? If I recall he used to post here and was forced out of this site because of his changing position every day. He has not changed.
It is not about Intel earnings. It is interested in acquiring Sandisk which is up more than 12% AH.
Analysts reaction is very mute. Here is some of the comments:
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Qualcomm Unveils Server Tidbits: Street Curious but Skeptical
By Tiernan Ray
Shares of wireless chip giant Qualcomm (QCOM) are up 19 cents at $57.85, after the company yesterday gave out a bit more information about its push to sell chips for servers, the market dominated by Intel (INTC).
Qualcomm announced it began sampling its server chip with “tier-one data centers.”
CEO Steve Mollenkopf had first disclosed the company’s intention to enter Intel’s market back in November of last year, at the company’s analyst day meeting in New York. Mollenkopf at the time made reference to a $15 billion annual chip opportunity come 2020, so clearly the company has set its sights on what it sees as a multi-year effort.
The company described the system-on-a-chip:
Targeted at hyperscale data center customers, Qualcomm Technologies’ server SoC technology is designed to tackle some of the most common data center workloads, including Infrastructure as-a Service (IaaS), Platform as-a Service (PaaS), big data and machine learning. In development for more than two years, the SDP includes a custom server-class 24-core SoC built using advanced FinFet technology. It integrates all of the standard server-class features including PCIe and storage. The first in a roadmap of production single-chip server SoCs will include a fully custom core built on FinFet technology and will be one of the most advanced server-class SoCs on the market.
Qualcomm said it is partnering with programmable-chip maker Xilinx (XLNX), and with high-speed interconnect maker Mellanox Technologies (MLNX). Both of those stocks, however, are trading down on the news today.
Another name trading down is Intel itself, off 40 cents, or 1.2%, at $32.13, despite Q3 PC numbers last night that were better than some feared, and that should presumably help Intel’s Q3 report, due next Tuesday.
Christopher Rolland with FBR & Co., who has a Market Perform rating, writes that Qualcomm is one of the last remaining “Titans” trying to challenge Intel. The director of Broadcom’s (BRCM) “Project Vulcan” server-chip effort has left the company, he notes, and he thinks Avago Technologies (AVGO), which is in the process of acquiring Broadcom, has the kind of penchant for cost-cutting that will mean the shuttering of that business.
Rolland is skeptical of Qualcomm’s efforts:
While Qualcomm has a clear understanding of ARM architectures, its heritage is squarely based in mobile rather than server/networking technologies. Additionally, we have been very vocal about its lack of both fabric and networking assets. If Qualcomm is serious about penetrating the $20B networking market and $14B compute opportunity dominated by Intel’s x86 monopoly, we believe the company should purchase either Applied Micro (inexpensive acquisition that gives it another custom ARM server core, plus fabric and networking assets) or Cavium (more expensive but higher- quality asset providing a “road map in a box” for networking/compute). Both purchases would barely put a dent in Qualcomm’s massive cash balance and would give the company an entrance to large high growth markets.
He thinks going with Mellanox for networking capabilities is noteworthy: “As Qualcomm lacks switch silicon capabilities, it needs an independent partner, and Mellanox was an interesting choice.”
Rolland is surprised to hear that Qualcomm is implying it might even build Xilinx’s technology into Qualcomm’s own chips:
Xilinx disclosed a “multi-generational” relationship with Qualcomm, as its FPGA accelerator partner. Given the Altera tie-up with Intel, this was not a surprise as we expect Xilinx to “ARM” Intel’s competitors. However, the disclosure indicated that the company would also offer a highly integrated product (vs. at the card level), implying an in-package or SoC solution, a surprise.
On a somewhat more upbeat note, Hans Mosesmann with Raymond James thinks this is a plus for ARM Holdings (ARMH), which licenses the chip instruction set that Qualcomm will use in the parts.
“Net-net: Qualcomm’s official entry into the ARM server game solidifies ARM as a tangible force in servers in the coming years, legitimizing early players such as Applied Micro Circuits, AMD, and Cavium,” he writes.
But it’s still early days for Qualcomm in this fight, he writes:
The industry has known of Qualcomm’s server/datacenter efforts since late-2013, by our reckoning. Yesterday’s announcement adds to the formation of critical mass for ARM server licensees, leading ARM to recently increase targets for server market share to 25% by 2020 (from prior target of 20% share). Based on the press release and discussions with industry players, we believe Qualcomm is likely a year away from any kind of ramp, and we believe the company is seeking potential customer feedback before committing to specific architectural formats and features. Interestingly, Qualcomm is not sponsoring and/or exhibiting at the upcoming ARM TechCon conference in November – a must-do event for all things ARM – but is represented in technical sessions, which implies a more passive role and suggests to us that we are likely in early days for this player.
As far as Cavium (CAVM), which has been showing silicon for servers for some time now, Romit Shah of Nomura Equity Research, who has a Neutral rating on the stock, thinks Qualcomm’s description implies some advantages over a comparable Cavium part:
Qualcomm’s FinFET SoC vs. Cavium’s 28nm will likely given an edge to Qualcomm in power consumption and performance. That said, Qualcomm’s SoC seems to lack a robust networking integration and SMP support (dual-socketed) giving Cavium an edge. A lower core count vs. ThunderX is not a drawback at this time, in our view, as final silicon will likely have a higher core count.
He mulls whether Cavium will be an acquisition target for Qualcomm, or will be passed over:
If Qualcomm decides to do ARM server chips on its own, then it could over time impact the M&A premium that is likely built into Cavium’s multiple. Conversely, entry of deep-pocketed Qualcomm in this space, which is obviously very opex intensive, could make Cavium a motivated seller, in our view.
Cavium stock is up 68 cents, or 1%, at $66.19.
He’s also skeptical, overall, of Qualcomm, or anyone, succeeding:
Entry of Qualcomm in this space does provide more momentum to ARM servers. However, we think that building a meaningful and sustainable traction in the ARM server space would require several years of integration of server-class features in ARM SoCs, heavy investments in software ecosystem, and multiple generations of single-core throughput improvements vs. x86 (current ARM server SoCs behind by 3-5x).
It is 99%+ by numbers/volume. no wonder ARMY wants piece of that