NVIDIA JUST FINISHED their fiscal Q4/2011 conference call, and it was mercifully short and content free. That said, there was one thing that stuck out, GPU margins.
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SEMIACCURATE’S MOLES TOLD us the dirty little secret of Windows Phone 7, no one pays for it. Yes, to compete with Google’s price for Android, free, MS is charging the same price, just not directly.
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AS SOON AS a chipmaker announces a new chip, the OEMs and ODMs come out with new products to support that part. In this case, Tyan has a new board and barebones system for the refreshed Opteron 6100 chips.
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THE BIGGEST LOSER in the tie up between Microsoft and Nokia is none other than Intel. While they may try to put a brave face on the matter, the simple fact remains that their Atom line is now without a future.
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AMD PUT OUT a speed bump for the Magny-Cours CPUs today, five new chips in all. They aren’t anything huge, just a slight speed increase for the top end Opteron 6100 line.
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AMD JUST LOST two more executives, COO Bob Rivet and VP of Corporate Strategy Marty Seyer. There is no official word as to why they left, and neither will be departing immediately.
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DELL HAS REFRESHED 24 computers in it’s Latitude, Precision, and Optiplex lines, adding Sandy Bridge CPUs, a bunch of new features, a new look, and a lot of subtleties. The only real question remaining is when they will ship, but that isn’t really in Dell’s hands now.
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TOSHIBA IS DOING something unusual with their laptops, branching out into far more niche-y product lines. They also showed off a bunch of glasses-free 3D TVs at CES as well, although these were far from impressive.
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THE ACT MIGHT have made headlines for different reasons, but last week, voluntarily destroyed their one valuable asset. It was a subtle thing, and no one seemed to notice, but could it be the reason that Eric Schmidt left?
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HATS OFF TO Intel for pulling one of the most devious PR spin and coverups of the year with their chipset problems explanation. While it may be a desperate and masterful obfuscation job, if you poke a little under the surface, you can see how badly they screwed up, and how little of the truth actually came out.
Updated: Tuesday, February 1, 2011
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AFTER THE KEYNOTES of the three Common Platform partners, Samsung, Global Foundries, and IBM, three customers took turns at the podium. The first one up was ARM, and the talk centered around familiar themes, power and integration.
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IBM SHOWED OFF a 20nm test wafer at the Common Platform conference last week. It is a Common Platform test chip, but exactly which one is not clear.
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THE FINAL KEYNOTE of the Common Platform conference was given by IBM’s Garry Patton, and he talked collaboration and tech. The list of new things thrown out was pretty dizzying, but what do you expect from someone who is in charge of semiconductor R&D?
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GLOBAL FOUNDRIES HAD the second keynote at the Common Platform alliance conference Tuesday, the topic was manufacturing. Chia Song Hwee, COO of Global Foundries went into more details about what the alliance is doing to make chips, and how they were planning to work together for the benefit of their customers.
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THE COMMON PLATFORM alliance, Global Foundries, IBM and Samsung had a conference Tuesday to announce their renewed alliance and show off their respective wares. Samsung’s NS Woo, President and GM of the LSI Division kicked it off in the first of three keynotes.
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