By
Paula ParisiOctober 26, 2023
Not content with dominating what is currently the hottest processor market in the world — chipsets for artificial intelligence — and leading among GPU suppliers, Nvidia is branching into CPUs. The 30-year-old company, whose market cap passed the $1 trillion mark in May, is said to be “quietly” developing chips to run Microsoft’s Windows OS, tapping into a global market that hovers at about 300 million PC sales per year, 70 percent of which use Windows, according to Statista. Nvidia is reportedly pursuing its plan via a licensing deal with Arm, whose tech powers 200 billion mobile processors shipped each year. Continue reading Nvidia to Pursue Mobile and PC Markets with Arm Processors
By
Debra KaufmanOctober 29, 2020
Advanced Micro Devices (AMD) agreed to pay $35 billion in stock to acquire Xilinx, which will enable it to diversify into chips for 5G wireless communications and automotive electronics. The company, which has some of the strongest sales in its 51-year history, has traditionally been Intel’s rival for computer chips. With Xilnix, AMD could also provide components for data centers and compete with Nvidia in that space. The all-stock deal is still topped by Nvidia’s plan to purchase UK chipmaker Arm for $40 billion. Continue reading AMD Acquires Xilinx: Opens Door for 5G, Data Center Chips
By
Debra KaufmanJanuary 27, 2020
Starting in Q4 2019, chipmakers — including Intel and Taiwan Semiconductor Manufacturing — began enjoying an upswing in demand that led to better sales and earnings. Data centers and personal computers appear to be fueling the increased demand. Intel, for example, reported that “adjusted earnings per share in [that] quarter rose to $1.52 from $1.28 in the year-prior period.” FactSet analysts predicted only $1.25 per share on an adjusted basis and $19.23 billion in sales. In fact, sales rose 8 percent to $20.21 billion. Continue reading Intel Earnings Rise with Increased Data Center, PC Demand
By
Debra KaufmanDecember 3, 2019
Amazon debuted a second-generation processor chip for its Web Services data center that relies on technology from Arm Holdings, owned by SoftBank Group, according to sources. The new chip is expected to be 20 percent faster than the first generation Arm-based chip, dubbed Graviton, which was released in 2018 as a less expensive option for lighter computing jobs. If this second-gen chip proves as powerful as sources claim, AWS could rely less on Intel and Advanced Micro Devices for their server chips. Continue reading Amazon Is Developing Faster Arm-Based Data Center Chip
By
Debra KaufmanNovember 8, 2018
Advanced Micro Devices (AMD) debuted Zen 2 processor architecture, a follow-up to the Zen design introduced in March 2017, to be launched beginning in 2019. AMD chief executive Lisa Su said the Zen 2 doubles performance of the first Zen generation, which itself could process 52 percent more instructions per clock cycle than its previous generation. The company hopes its new processors will help it surpass or at least maintain parity with Intel processors. AMD is also relying on new chiplet design to maintain growth. Continue reading AMD Debuts Zen 2 Chip Architecture, Turns to Chiplet Design
By
Debra KaufmanSeptember 24, 2018
Silicon Valley-based Ampere introduced two versions of its first ARM-based 64-bit server processor featuring its Ampere eMAG processors for data centers. Currently, Intel dominates this arena with 99 percent of the market using its x86-based processors. According to Ampere chief executive Renee James, a former Intel president, customers can order the chip — which is aimed at hyperscale cloud and edge computing, using ARMv8-A cores — from the company website. The Carlyle Group backs Ampere, which has 400 employees. Continue reading Ampere Takes On Intel With its ARM-Based Server Processor
By
Debra KaufmanAugust 30, 2018
Building a new chip manufacturing plant is expensive, usually costing between $10 billion and $15 billion. GlobalFoundries has now opted out of building a cutting edge fabrication plant for 7-nanometer chips, indicating it plans to focus its attention on older 12-nanometer and 14-nanometer factories, which would require less investment. Advanced Micro Devices (AMD) said it would switch from GlobalFoundries to Taiwan Semiconductor (TSMC) for its latest chips. With the GlobalFoundries move, only TSMC, Intel and Samsung are left to build the new 7-nanometer factories. Continue reading GlobalFoundries Will Not Build Factory for 7-Nanometer Chips
By
Debra KaufmanApril 30, 2018
Microsoft’s booming Azure business is now Amazon’s chief rival in the cloud. Since the company began reporting its metrics in October 2015, its growth has never dipped below 90 percent. In Microsoft’s latest fiscal Q3, it grew 93 percent, and in the preceding quarter it grew 98 percent. The company’s commercial version of its Office 365 productivity service also grew 42 percent this latest quarter. Amazon began renting cloud-based computing and storage 10 years ago. Meanwhile, Intel also reported quarterly profit increases, including a 45 percent jump in sales of data-center gear to cloud providers. Continue reading Microsoft and Intel Profits Buoyed by Growth in Cloud Services
By
Debra KaufmanAugust 23, 2017
Intel reports that the eighth generation of its Core line of chips, to be debuted in new laptops in September, will offer as much as a 40 percent increase in performance over its previous generation. Although the PC market has been declining, Intel — whose chips are already in 80 percent of PCs globally — is still posting upticks. In Q2, Intel saw a 12 percent increase in chip sales. Intel’s only remaining competitor in this sector is Advanced Micro Devices (AMD), which is also bringing its new Zen chips to market this year. Continue reading Intel Claims Big Performance Leap for Next Gen Core Chips
By
Debra KaufmanJune 1, 2017
Intel’s new Core i9 is the first consumer desktop processor with 18 cores and 36 threads in a single chip, ideal for today’s world of 4K video and virtual reality. Cores and threads allow a CPU to accomplish dedicated tasks at the same time, without sacrificing performance, and the Core i9 is progress for creators doing video editing, running virtual reality experiences, compiling code and, especially, for live-streaming video games. Intel is also fighting off Advanced Micro Devices (AMD), a rival in computer processors. Continue reading Intel’s 18-Core PC Chip Designed For 4K, VR, Gaming, More
By
Debra KaufmanApril 14, 2017
Advanced Micro Devices (AMD) has acquired Nitero, a startup responsible for a 60-gigahertz wireless chip that transmits high-res video without latency. AMD, which bought the company for an undisclosed price, believes that Nitero’s chip will enable it to push sales of more wireless virtual reality headsets. Sales of VR headsets, according to AMD executive Roy Taylor, have been limited due to their need to be tethered to a computer. Nitero was originally a spinoff from a research center sponsored by the Australian government. Continue reading AMD Pitches Latency-Free Virtual Reality via Super-Fast Wi-Fi
By
Debra KaufmanJuly 26, 2016
Nvidia introduced Titan X, a new chip that is a successor to a current chip with the same name, targeted at the high-end gaming and artificial intelligence communities. Priced at $1,200 and available beginning August 2, the new Pascal-based Titan X chip offers 12 billion transistors, compared to seven billion on a high-end Intel chip. The new Titan X will be available as an add-on card for PCs. Nvidia’s closest competitor, Advanced Micro Devices (AMD) offers a similar chip for PCs and game consoles. Continue reading Nvidia Rolls Out Titan X Chip for Games, Artificial Intelligence
By
Debra KaufmanJuly 13, 2015
Data from two research firms reveal sharp declines in worldwide PC sales in the second quarter of 2015. According to Gartner, PC shipments fell 9.5 percent, year on year, to 68.4 million units. IDC reports an 11.8 percent drop to 66.1 million shipments during the quarter. The reports do not include tablets in their tallies. The world’s top PC vendor is still Lenovo, which enjoys a 20.3 percent share, notes IDC, followed by HP at 18.5 percent and Dell at 14.55 percent. Most hard hit by the decline are smaller PC manufacturers. Continue reading Global PC Sales Experience Sharp Q2 Decline, Excluding Apple
By
Chris CastanedaSeptember 13, 2013
Chip manufacturer Intel is debuting very small processors that have a wide variety of uses from wearable devices to medical and industrial applications. Some have criticized the company for not entering the smartphone market fast enough, but with Quark, Intel plans to pursue embedded computing technologies emerging in wearable devices and the Internet of Things. Intel will have to address the expected low price of these chips, along with increased competition from other chip makers. Continue reading Intel Creates Ultrasmall Quark Chips for Wearable Computing