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Debra KaufmanJuly 30, 2021
In Q2 2021, social giant Facebook’s profit doubled from a year earlier to $10.39 billion and revenue rose 56 percent to $29.08 billion, both numbers beating Wall Street expectations. Shares fell 3+ percent in after-hours trading, however, when Facebook predicted that revenue growth will slow for the rest of the year. Through the end of Q2, its stock has grown 22 percent. The company also said that Apple’s privacy changes in the new iOS will have a stronger impact in the current quarter as more users update their iOS devices. Meanwhile, Facebook continues to eye its metaverse future. Continue reading Facebook Posts Strong Earnings, Plans Its Metaverse Future
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Debra KaufmanJuly 27, 2021
Experts have warned that the semiconductor shortage will endure, and now Intel chief executive Pat Gelsinger has added his voice with the prediction that the shortage could stretch into 2023. Volkswagen also cautioned that the shortage may get worse in the next six months. The chip shortage is not only causing production delays in the auto industry but raising prices for consumer electronics. Gelsinger said it could take one or two years to achieve a “reasonable supply-and-demand balance.” “We have a long way to go yet,” he suggested. Continue reading Intel Chief Warns the Chip Shortage Could Last Through 2023
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Debra KaufmanJuly 9, 2021
On October 8, Nintendo will debut a new $350 Switch, the first major hardware upgrade to the console originally introduced in 2017 for $299. Available in time for holiday season sales, the new Switch will feature a larger 7-inch OLED screen and 64GB of onboard storage, double the original, as well as improved audio and an adjustable stand and dock. What consumers will not find, however, is an upgrade to a 4K display, a highly anticipated feature that would match the console offerings from Microsoft and Sony. Continue reading Nintendo’s New Switch Features OLED Display, More Storage
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Debra KaufmanJune 29, 2021
Intel chief executive Pat Gelsinger revealed it may take two years to ramp up chip production, while Advanced Micro Devices chief executive Lisa Su noted that her company is prioritizing high-end chips found in a PlayStation 5 game console or Nvidia GeForce RTX 3080 graphics card over “lower-powered parts.” The auto manufacturing sector has been hit hard by the semiconductor shortage — with some indicating no end in sight. At John Deere, chief technology officer Jahmy Hindman said that he expects “we’re into this for the next 12 to 18 months.” Continue reading Chip Shortage Continues to Have an Impact Across Industries
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Debra KaufmanJune 22, 2021
With its chips in billions of products, Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s most dominant chipmaker and, with a market cap of about $550 billion, is also the world’s 11th most valuable company. According to research firm TrendForce, Taiwan generated about 65 percent of global revenues for outsourced chipmaking, with TSMC accounting for 56 percent of that figure. Capital Economics — and other analysts — opined that the world’s dependence on Taiwanese chips is “a threat to the global economy.” Continue reading TSMC Semiconductor Dominance Imperils Global Electronics
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Debra KaufmanJune 2, 2021
Nvidia and the National Energy Research Scientific Computing Center (NERSC) debuted Perlmutter, an AI supercomputer that features 6,144 Nvidia A100 Tensor Core GPUs. Named for astrophysicist Saul Perlmutter, the supercomputer has been dubbed by Nvidia as “the fastest on the planet,” at processing with the 16-bit and 32-bit mixed-precision math used in AI applications, said the company’s global HPC and AI product marketing lead Dion Harris. Its first job will be to create the largest-ever 3D map of the visible universe. Continue reading Nvidia and NERSC Unveil a New Supercomputer for AI Tasks
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Debra KaufmanMay 19, 2021
At ViveCon 2021, HTC debuted two new Vive virtual reality headsets, the HTC Vive Pro 2, which connects to the PC, and the standalone HTC Vive Focus 3. The company, which teamed with Valve to make its first Vive headset in 2015, has seen the VR business explode in numerous markets served by its Vive Pro and Vive Focus, aimed at enterprise markets and debuting in 2018. The new headsets feature 5K resolution, a 120-degree field of view and RGB sub-pixels. The Vive Pro 2 will go on sale June 4 and Vive Focus 3 on June 27. Continue reading HTC Vive Targeting Enterprise Market with New VR Headsets
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Debra KaufmanMay 17, 2021
South Korea plans to invest about $450 billion in semiconductor manufacturing over the next decade in an effort to establish dominance in this key technology sector. One hundred fifty-three companies will follow a national blueprint devised by President Moon Jae-in’s administration, led by Samsung Electronics and SK Hynix, which raised their investment to 510+ trillion won in semiconductor research and production from now until 2030. The U.S., China and Europe are all building up their semiconductor manufacturing capacity. Continue reading South Korea Invests Big to Build Out Advanced Chip Industry
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Debra KaufmanApril 23, 2021
Cerebras Systems introduced its Wafer Scale Engine 2 (WSE-2) processor, which touts a record-breaking 2.6 trillion transistors and 850,000 AI-optimized cores, what the company describes as “the largest chip ever built.” Established by SeaMicro founder Andrew Feldman, Cerebras makes a massive chip out of a single wafer, unlike the typical process of slicing it into hundreds of separate chips. This is the company’s second chip that is built out of an entire wafer, wherein the pieces of the chip, dubbed cores, interconnect to enable the transistors to work together as one. Continue reading Cerebras Introduces AI Processor with 2.6 Trillion Transistors
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Debra KaufmanApril 14, 2021
Nvidia debuted its Arm-based Grace CPU for giant artificial intelligence and high-performance computing applications, the company’s first such data center CPU. At Nvidia’s GTC 2021 conference, chief executive Jensen Huang said Grace, which offers 10 times the performance using energy-efficient Arm cores, will first be used by the Swiss National Supercomputing Centre (CSCS) and the U.S. Department of Energy’s Los Alamos National Laboratory (LANL). The CPU, named for U.S. Navy rear admiral and computer programming pioneer Grace Hopper, is slated for availability in early 2023. Continue reading Nvidia to Power Giant AI Computing with Its Arm-Based CPU
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Debra KaufmanApril 1, 2021
Prominent semiconductor designer Arm, which licenses its designs to others, debuted Armv9 architecture, which features its first major architectural advance in a decade and includes a 30 percent improvement in speed. Arm chief executive Simon Segars revealed that Armv9 will be “the base for the next 300 billion Arm-based chips.” Its customers have already shipped 180+ billion chips that impact 70+ percent of the global population. Nvidia is in the process of acquiring Arm, which is based in the United Kingdom, for $40 billion. Continue reading Arm Unveils Armv9, New Design Aimed to Enable AI, IoT, 5G
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Debra KaufmanMarch 25, 2021
Intel’s new chief executive Patrick Gelsinger committed $20 billion to build two new semiconductor manufacturing plants in Arizona. Over the years, Intel has failed to keep up with the miniaturization of transistors, giving Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics the lead. These two companies now make chips for Advanced Micro Devices (AMD), Amazon, Apple, and Nvidia but Gelsinger — who hopes for federal incentives — vowed to regain enough ground with the new factories to rival them. Continue reading Intel to Spend $20B on New Chipmaking Factories in Arizona
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Debra KaufmanFebruary 18, 2021
As Nvidia moves to close its $40 billion deal to acquire Arm Holdings, tech companies Google, Microsoft and Qualcomm are saying the deal will harm competition and are asking for regulatory intervention. The UK-based Arm, which licenses its chip technology to Amazon, Apple, Huawei Technologies, Intel and Samsung Electronics among others, is known as the Switzerland in the semiconductor industry because it licenses its technology to companies rather than competes with them. Critics fear that Nvidia would change this policy or raise the cost. Continue reading Nvidia Acquisition of Arm Faces FTC Probe, Big Tech Critics
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Debra KaufmanFebruary 2, 2021
During Sundance Film Festival 2021 (January 28 – February 3), Disney Media & Entertainment Distribution and Disney Television Animation is showcasing an interactive short — “Baymax Dreams of Fred’s Glitch” — that plays via Nvidia’s GeForce NOW streaming service. The game-like short features the cast from “Big Hero 6” and challenges the viewer to fix Fred’s destructive “glitch” and Baymax’s programming. “Baymax Dreams” is part of the New Frontier Alliance Showcase at Sundance. GeForce NOW, officially unveiled in 2015, recently launched for the Chrome web browser and M1 Macs in beta. Continue reading Disney Premieres Interactive Short at Sundance Film Festival
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Debra KaufmanJanuary 19, 2021
At the all-digital CES 2021, Razer’s Blade 15 gaming laptop was introduced with the option to add a QHD screen, one of a few manufacturers adding these screens to gaming machines for the first time. Gamers who use desktop computers favor QHD screens for their 1440p resolution, affordable price, multiple features and compatibility with high-end AMD and Nvidia graphics cards. Until now, gamers could opt only for a 1080p or 4K screen (which reduces frame rate to unplayable levels) — or output to a separate 1440p monitor. Continue reading CES: Razer and Acer Offer QHD Screens for Gaming Laptops