MOLES IN SANTA CLARA tell SemiAccurate that Nvidia’s latest wonderchip, Tegra 3, has taped out. Expect the PR announcement storm to kick up soon, but don’t look for product this year.
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THE LAST PART of SemiAccurate’s look at the Intel/FTC settlement examines some of the worst accusations against Intel. Compiler tricks, technical openness, and a watchdog. Intel could be seriously hamstrung by some of these remedies, and worse yet, they could be the ones hamstringing themselves.
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PART TWO OF SemiAccurate’s look at the Intel/FTC settlement looks at sales, rebates, MCMs, bumps and cracking open an Apple. There is a lot of dirt in this one, and some business practices that will make your head hurt.
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THE FTC HAS spoken, and the words came down on Intel with a force that is harder and more nuanced than almost anyone realizes. The settlement over a lot of alleged ills is brutal to Chipzilla, and both Nvidia and Via come out big big winners.
Updated
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ZOTAC IS A COMPANY that makes its own rules when it comes to making products that no-one else have really thought about. It now looks like the company is about to launch a custom dual GPU GTS250 card which looks like no other dual GPU card we’ve ever seen before.
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IS NVIDIA UP to it’s old renaming games, or is it about to launch the second hottest GPU in the world? In any case, the Nvidia GT 425M GPU is turning up all over the place.
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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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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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INTEL IS TALKING about Silicon Photonics again, the real advances are masked behind a breathless press release about lasers replacing electronics. The advances announced today are nothing nearly as spectacular nor as breathless, it is simply a speed bump and a connector.
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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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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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LOW-PROFILE GRAPHICS CARDS are usually based on entry level GPU’s, but there are exceptions from this rule of course. MSI has launched its latest low-profile card today and it is a peculiar beast that doesn’t seem to fit in. The idea of a low-profile card is usually that they take up less space, but this card appears to take up more space.
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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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