THE CRACKS ARE starting to show at Nvidia’s Tegra unit, with some more huge contracts hanging on by a thread, and key people being shown the door. Couple that with a roadmap shakeup, and you have the right formula for a mess.
UPDATED: 3:55pm August 2, 2010
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INTEL AND GE have are doing something with healthcare today, and there is a webcast going on as this is written. Thoughtfully, Intel and GE have saved us from the excitement of that webcast through advanced technical features.
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NVIDIA HAS A curious take on the causes of their latest financial meltdown, one that doesn’t seem to mirror what is happening in the rest of the industry. The almost 20% drop in expected revenue announced at the last minute seems to be a largely self-inflicted wound.
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AS WE PREDICTED last summer, it looks like Apple has kicked Nvidia to the curb. The new line of iMacs is out, and they all have, wait for it, ATI graphics.
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Recently hard drives and the storage industry in general has been a tough thing to write about, because frankly, nobody really cares! It’s much more fun and exciting to get caught up in the hype surrounding the latest multi-core CPUs running at orgasmic clock speeds, or exotic video cards that need their own power reactors but have enough FLOPs under the hood to calculate the single precision meaning of life. In fact the only time we give our trusty storage things a second thought (and exhaust our dictionaries of naughty words) is when they die and take our data along with them. Well, to help remedy this journalistic conundrum, we’ve developed a drinking game to aid in your consumption of this article. Every time you see a storage related suffix (MB, GB, TB, etc.) you take a shot. Ready? Good, because you’re up to three already.
UPDATED
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Seagate just reported its best annual results ever, with $2.66 billion in revenues and $387 million in net profits and if you exclude stock repurchases, the company would have generated $1.4 billion in cash after repaying creditors. Seagate has now more than $2 billion in cash and only a small portion of its debt is in the short term, everything else is long term. With such a bright picture why is the market hitting so hard their stock after showing those numbers?
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WHEN WE SAID that Nvidia’s Fermi architecture was wrong, most people didn’t understand what we meant, they focused on the chips. With the release of the GTX460, one look at the die size puts the problem clearly into focus, and it is quite ugly for Nvidia.
Updated
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Another day, another quarterly earnings conference call. AMD came in with their latest and greatest batch of numbers, tidbits of product information, and future guidance for the company. While your man was unable to squeeze any questions in this time around, (and apparently vuvuzelas are frowned upon during these conference calls for some reason) there were still plenty of interesting nuggets of information dropped along the way, so let’s begin.
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While listening in on hour-long industry financial conference calls should be the most fulfilling part of any geek’s day, for some reason people expect outfits like us to break it all down into nice bite-size chunks that they can assimilate over morning coffee. Whatever, who are we to judge? Bottom line, Intel is on a tear this year and has just announced record quarterly; revenue ($10.8B), gross margin (67%), operating income ($4.0B), and earnings per share ($0.51).
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THE ANNUAL RUNNING of the moles in Santa Clara yesterday had some surprising results, not just in the record number of IC engineers gored, but also the information leaked by those trying save their backsides. One of them even leaked some details about the upcoming PSP2’s CPU, but it didn’t save him.
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THE MOST IMPORTANT announcement from SemiCon West was a subtle statement from Global Foundries about tools. Putting some bits together, it is pretty clear that the company is going to use EUV lithography at the 15nm node.
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What a difference a “4” makes. The NDA on Nvidia’s new midrange GTX 460 (GF104) cards was lifted last night to a general reception of “right performance at the right price”. No doubt, after reading over many different reviews this card appears to be the real deal at the $200 price point (for now). Despite the glowing reviews however one nagging question remained; considering that GF104 has an estimated die size of 320mm2 (which is nearly 96% of AMD’s high end Cypress part at 334mm2), can Nvidia actually make money on this part, or is it simply designed to put pressure on the market share laceration that’s been bleeding out lately.
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AFTER WEEKS OF hunting down obscure sources harboring even more obscure technical knowledge, we can say that Nvidia massively screwed up the GF100 based cards, they have reverted to using some of the Bumpgate bad materials again. Nvidia is once again unwilling to talk about it, and their customers probably will be kept in the dark too.
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Editors Note: From time to time, SemiAccurate will be republishing some older articles by its authors, some with additional commentary, updates and information. We are mainly reprinting some of the oft referenced articles that originally appeared on the Inquirer. Some will have added content, but all will be re-edited from the originals as per contractual obligations. You may see some slight differences between the two versions.
This article has had some of the original links removed, and was published on Monday, August 25, 2008 at 5:15PM.
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Editors Note: From time to time, SemiAccurate will be republishing some older articles by its authors, some with additional commentary, updates and information. We are mainly reprinting some of the oft referenced articles that originally appeared on the Inquirer. Some will have added content, but all will be re-edited from the originals as per contractual obligations. You may see some slight differences between the two versions.
This article has had some of the original links removed, and was published on Thursday, August 28, 2008 at 7:47PM.
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