Gelsinger’s grand strategy—leave no socket behind
Intel is at the forefront of the U.S.’s work about the importance of semiconductors
Intel is at the forefront of the U.S.’s work about the importance of semiconductors
I suspect Pat Gelsinger has thought about what Intel should (and shouldn’t) do since he left in ‘09. He’s had the benefit of being inside for 30 years, and then 12 years on the outside watching the company. No one could have a better perspective and understanding from the transistor level to the macroeconomics of the 80 billion global company. … Read more
AMD reported record quarterly revenue of $4.8 billion up 49% year-over-year and record full-year revenue of $16.4 billion up 68%. Gross margin expanded and operating income more than doubled from the prior year. “2021 was an outstanding year for AMD with record annual revenue and profitability,” said AMD President and CEO Dr. Lisa Su. “Each of our businesses performed extremely … Read more
Sold by Lenovo for $70 US in Chinese markets
Intel takes Covid very seriously. (Source: Intel) Intel reported its fiscal year and fourth-quarter results for 2021. The company beat Wall Street expectations on revenue, and gross margin, even though it was down from Q3’21. Hitting $20.5 marked the highest quarterly and full-year revenue ever for the company. Intel advanced its IDM 2.0 strategy and announced a new U.S. … Read more
At CES, Jeff Fisher, AKA Mr. GeForce at Nvidia introduced the GeForce RTX 3050, 3080 Ti, 3070 Ti, and 3090 Ti GPUs for desktops and laptops. Somewhere along the way or shortly afterward, word came out that new RTX 3080 AIBs would get 12 GB of 19 Gbps GDDR6, which represents a 20% increase in memory bandwidth. Twenty percent is … Read more
Qualcomm’s handheld, game console, reference design. (Source: Jon Peddie) In December 2021, Qualcomm announced a handheld game console reference design. Qualcomm has had a long and effective history of developing reference designs to illustrate how their SoCs could be successfully employed. Often, some OEMs would use the entire design either because they had limited design resources, time, or because … Read more
The PC GPU market shipments decreased by -18.2% sequentially from last quarter and increased by 12% year-to-year.
Think Silicon, the IP GPU company in Patras, Greece that Applied Materials acquired in May 2020, just revealed their new 3D and AI-based GPU IP. The company was founded in 2007. In 2009 they released their first graphics accelerator called Think2D and a display controller ThinkLCD. Then in 2011 the company released a vector graphics GPU, Think VG. They licensed … Read more
Intel reported its third-quarter revenue had a strong recovery in the Enterprise portion of Data Center Group (DCG) and the Internet of Things Group (IOTG), which saw higher demand amid recovery from the economic impacts of COVID-19. The Client Computing Group (CCG) was down due to lower notebook volumes due to industry-wide component shortages and lower adjacent revenue, partially offset … Read more
In September 2020, Chen Weiliang started MetaX (Mu Xi) Integrated Circuit Co. in the Pudong Lingang Special Area of Shanghai’s Free Trade Zone. At their founding, Weiliang said the company would develop artificial intelligence processors consisting of ASICs, FPGAs, and GPUs. Weiliang, with a Master’s degree from the Institute of Microelectronics of Tsinghua University, had been a senior GPU researcher … Read more
Celebrating its 15th anniversary, Jingjiawei, a Chinese GPU chip company (also known as Changsha Jingjia Microelectronics Co.—Jingjia Micro), announced in mid-September 2021 that its new-generation GPU had completed tape out and packaging phases. The product has not completed the test work yet and is not yet in production or available. Information about the company’s pursuit of developing a GPU was … Read more