Although Intel posted stronger earnings in Q2, largely due to the remote working environment created by COVID-19, the company revealed a now 12-month delay in producing 7-nanometer chips that are the foundation of future CPUs. With the news, Intel’s shares dropped in after-hours trading. The company faces competition from rival AMD and is expected to lose about 3 percent in revenue when Apple switches to its own chips. Intel chief executive Bob Swan broached the idea of continuing to design chips but outsourcing their production. Continue reading Intel Further Delays 7-Nano Chips and Considers Outsourcing

The U.S. banned use of Huawei Technologies’ 5G gear to slow down China’s dominance in the arena, and yesterday the FCC designated Huawei and ZTE as national security threats. Meanwhile, U.S. ally Japan is trying to avoid conflict with both countries, while purchasing 500,000+ Huawei 5G base stations at a cost of $150 billion to install throughout the country by the end of 2020. Japanese companies such as Murata Manufacturing also purvey 5G components to global tech companies, including those in China. Murata Manufacturing chair Tsuneo Murata noted that 5G is “a very promising market for our parts.” Continue reading China Trades with U.S. Ally Japan as 5G War Gathers Speed

At its Worldwide Developers Conference (WWDC) this week, Apple revealed that after years of development, it’s ready to replace Intel’s chips with its own custom-made ARM processors. Apple will be able to customize its circuitry for AI, 3D image rendering and other specific uses, with a focus on powerful, energy-efficient processors. The company expects its migration to silicon to take about two years, with its first ARM-based Macs shipping later this year. It will continue to ship Intel-based Macs in the short term and says it plans years of support for Macs with Intel processors. Continue reading Apple Confirms Transition From Intel Chips to Its Own Design

When the U.S. Commerce Department banned chipmakers that use U.S. technology from supplying their products to Huawei, it crippled the Chinese company’s ability to build out 5G networks. Specifically, all semiconductor manufacturers use U.S. technology to build components integrated into 5G base stations. Research firm EJL Wireless Research did a teardown of a 2019 Huawei base station and determined the ban will impact “dozens of critical components.” Huawei said its 5G launches and operations will be disrupted by the ban. Continue reading Commerce Department Tech Ban Checks Huawei’s 5G Plans

As early as June 22, at its annual developer conference WWDC, Apple may reveal its plan to replace Intel chipsets with its own internally developed ones, code-named Kalamata. Sources indicate that announcing Kalamata this time of year will give third-party developers time to shift gears before the new Macs debut in 2021. Apple’s new chips will be based on the same technology as those in iPhones and iPads, although Macs will continue to run the macOS operating system rather than iOS software of the mobile devices. Continue reading Apple Plans to Unveil Its New Chips at Developer Conference

In May, the U.S. Commerce Department banned the sale of any semiconductors made with U.S. software to China’s 5G behemoth Huawei Technologies. Now, that company’s stockpile of chips essential to its telecom business is dwindling, likely to run out by early 2021. According to sources, Huawei executives have yet to come up with a solution and, without one, the U.S. move is on track to disrupt China’s $500 billion 5G rollout. In the long-run, it could also sideline that country’s goal of dominating 5G globally

Continue reading Huawei Holds the Most 5G Patents, But Still Needs U.S. Tech

To gain global leadership, Chinese president Xi Jinping plans to invest $1.4 trillion dollars by 2025 in key technology areas, including 5G wireless networks, cameras and sensors, and AI for autonomous vehicles, automated factories and mass surveillance among other sectors. Chinese companies such as Alibaba, Huawei Technologies and SenseTime Group will likely benefit, as China reduces its reliance on U.S. companies. The Trump administration is leveraging its relationship with Taiwan as one way to fight back. Continue reading China to Invest $1.4 Trillion in Domestic Technology by 2025

The Trump administration intensified its battle with Huawei Technologies by issuing a new rule that bans Huawei and its global suppliers from using U.S.-made machinery and software to design or produce chips. Companies can apply for an exception to the measure, but the Trump administration stated these requests will likely be denied. Semiconductor Industry Association president and CEO John Neuffer said his group is worried that the rules would “create uncertainty and disruption for the global semiconductor supply chain.” Continue reading New Trade Rule Further Restricts Huawei Access to U.S. Tech

Ampere introduced the industry’s first-ever 80-core ARM-based 64-bit server processor — the Ampere Altra processor — for use in cloud and edge computing data centers. The move puts the company in direct competition with Intel and Advanced Micro Devices. Intel currently has 95.5 percent of the server chip market, with AMD taking the rest. The Ampere Altra, which runs on 210 watts, is aimed at artificial intelligence, cloud-native applications, data analytics, database, edge computing, storage, telco stacks and web hosting. Continue reading Ampere Debuts High-Performance 80-Core ARM-Based Chip

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

Chip manufacturer GlobalFoundries requested the U.S. International Trade Commission impose an import ban on Taiwan Semiconductor Manufacturing Company (TSMC), part of a multi-front attack. An import ban would impact iPhones, Lenovo laptops and other electronic devices. The company has also filed 25 complaints in courts in the U.S. and Germany, alleging that TSMC violated 12+ patents for chips and chipmaking methods. Apple, Google, Qualcomm, Cisco Systems, Nvidia, Broadcom, Xilinx, Lenovo and Motorola are also named in the suit. Continue reading GlobalFoundries Claims Taiwan Chip Giant Violated Patents

Los Altos, CA-based startup Cerebras, dedicated to advancing deep learning, has created a computer chip almost nine inches (22 centimeters) on each side — huge by the standards of today’s chips, which are typically the size of postage stamps or smaller. The company plans to offer this chip to tech companies to help them improve artificial intelligence at a faster clip. The Cerebras Wafer-Scale Engine (WSE), which took three years to develop, has impressive stats: 1.2 trillion transistors, 46,225 square millimeters, 18 gigabytes of on-chip memory and 400,000 processing cores. Continue reading Cerebras Builds Enormous Chip to Advance Deep Learning

Neuroscientist and Intel’s chief technology officer of AI Amir Khosrowshahi revealed that he is remaining at Intel with a team of researchers building an innovative integrated circuit (IC). The IC under development will feature transistors that will, hope the researchers, function at voltages as low as 100 millivolts, a step towards matching voltage of communication in the brain. The existence of such an IC would unleash power-hungry AI applications targeting climate change, waste management and other global problems. Continue reading Intel Team Focuses on Low Voltage Transistor to Power AI

In a surprise announcement, Amazon revealed that it is making its own chips, dubbed Graviton, for its cloud computing division. Similarly, Google also recently stated its plans to create chips for artificial intelligence algorithms in its data center. Amazon’s chips are likewise targeting its data centers, where the company hopes to better integrate software and hardware, resulting in less expensive services for customers. Typically, companies like Amazon and Google would use AMD or Intel’s off-the-shelf chips. Continue reading Amazon Unveils Graviton, Its Own ARM Chips for Data Centers

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