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200M Ultramobile Devices in 5 Years? Really?

Asus Eee PC

Asus Eee PC

ABI Research put out a report this morning saying by 2013 there will be 200 million ultramobile devices, an emerging class of gadgets that includes netbooks, ultramobile PCs and mobile Internet devices. The report says today there are about 10 million such devices, about 90 percent of which are netbooks. But to say that in five years the tiny web-enabled PCs will reach the same size as today’s worldwide laptop market seems like wishful thinking for the chipmakers hoping to get in on this space.

I can see how it’s easy to come up with a large number shipped in five years. Marketers, chipmakers, device makers and even bloggers are expanding the category by trying to make the myriad devices do too many things. Intel thinks the ultramobile device will be a computer with VoIP. Dell thinks it will be a computer with a cellular data plan subsidized by carriers. Qualcomm thinks it will be a slightly larger phone. You guys doubt the whole category.

That same broad classification — a device that’s bigger than a cell phone and smaller than a laptop — makes it harder to build such computers and market them. After all, who’s the target audience? Some think it’s the developing world, while others imagine college students here toting around “ultramobile devices.” Even ABI Principal Analyst Philip Solis can’t make up his mind as to how this will play out.

“As this market enters its rapid growth phase and starts to evolve, we will see considerable experimentation with different distribution channels: some will sell direct from the manufacturer, some via retail outlets, and some through mobile operators who will subsidize them to encourage new data plan subscriptions.”

Consumers, who buy products to fulfill a defined need, want clarity when they’re paying a few hundred dollars for something. And if markets and manufacturers can’t get their story straight, average consumers won’t buy it — much less 200 million of them.

Technology-News: GigaOm

Nvidia to Offer Its Chips in the New Cray Desktop

After more than two years of pushing its scientific computing efforts, Nvidia’s graphics processors will be offered as an option in the newest line of Cray desktop supercomputers. The chipmaker plans to announce next week that its Tesla chips can be used in the $25,000 Cray desktop supercomputer, according to Nvidia spokesperson Andrew Humber. He said Nvidia has been in talks with Cray ever since the chipmaker announced its Tesla line of graphics processors in 2007, but that this is the first deal the two companies have inked.

The Cray CX1 computer launched today, with specs that include either 32 or 64 Intel cores and 4 terabytes of internal storage. The new machine, which runs a new version of Microsoft Windows, is a testament to both the demand for and the democratization of computing power. Indeed, people who earlier might have turned to grids or supercomputers for their problems are building powerful desktops with accelerator chips, while less scientifically minded folks, such as traders or product designers, who want to render things in 3-D are seeking more processing power.

Cray’s CX1 is the smallest supercomputer the venerable firm has ever built, but its downmarket shift is a response to both the needs of the market and the presence of accelerator chips trying to muscle in on its scientific computing turf in the high and low end. Chips such as IBM’s cell processor or GPUs from AMD or Nvidia are being dolled up with programming tools to take on scientific computing. The multiple cores in the Cell chip and GPUs are designed to parallelize tasks and execute them faster than a general purpose CPU, like the x86 processors offered by Intel.

At the desktop level, Nvidia has been touting stories such as the €4,000 (about $5,700 today) “supercomputer” built by scientists at the University of Antwerp creating 3-D images of internal organs that uses GPUs. With the CX1, Cray is acknowledging that trend and trying to ride it.

The effort to broaden its market comes as Cray sees it dominance in the supercomputing world waning. The top supercomputer in the world runs on a combined x86 and Cell processors. In the most recent list of the Top 500 supercomputers, Cray only made 16 of the machines for a 3.2 percent share of the fastest computers in the world. That’s quite a decline from when the Top 500 organization started tracking the data 15 years ago and Cray made 205 systems on the list. So Cray is thinking small to expand its market as the market demands more computing power.


900 million PCs or 300 billion mobile handsets. Which is the bigger opportunity?
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Technology-News: GigaOm

Can Nvidia Play with the Big Boys?

Despite reporting a second-quarter loss last night, due in part to costs associated with the faulty packaging on some of its chips placed in thousands of laptops, Nvidia still has a plan for semiconductor domination through the GPU. But if it wants to execute, it needs to accept the realities that come with stepping into a competitive market. The earnings call shows Nvidia still has a lot to learn.

In yesterday evening’s call, CEO Jen-Hsun Huang admitted to a $196 million charge because of problems with its GPUs in some laptops. He also talked about some pricing mishaps that occurred as AMD pushed out a highly competitive product with a lower price. Nvidia is learning, but there are two bright spots in the call, related to its Tegra chipset for mobile Internet devices and smartphones and bringing high-level parallel processing to the consumer.

Huang said Tegra wouldn’t be shipping in products until next year (something he told us earlier this year in an interview), but growth from CUDA on laptops and desktops should have an impact over the second half of this year (which will be the second half of fiscal 2009 for the firm). CUDA is a programming tool that allows software coded in C languages to run on the multiple cores in a GPU. It helped the company make inroads in the scientific computing community, and thanks to software from startups such as Elemental Technologies, the goal is to bring that level of parallel processing to consumers.

“We can’t just keep selling chips that make graphics run faster and cheaper. I mean, that’s all very nice and it’s all good but we need to advance the visual computing field in some remarkable and important way, and parallel computing is one of the most important investments that we are making,” Huang said on the call.

Such a shift, if well executed, will bring a level of power to computers that has been reserved for research institutions and mainframes. The next laptop you purchase could very well be able to analyze real-time trading data and spit out investment decisions. The key will be building software that’s designed to take advantage of it.

image courtesy of Nvidia

Technology-News: GigaOm

Intel’s Larrabee Aims to Take on Nvidia and AMD

Last week, Intel offered up a sneak peak of its Larrabee graphics processor, due out in 2009 or 2010 and guaranteed to raise the competitive pressure on graphics chip makers Nvidia and AMD. Unlike its existing integrated graphics chips, Larrabee will be a standalone processor, but don’t expect that it will be a success.

As computing has required faster chips, Intel and other chip makers have added more cores, a tactic that GPU makers have used for years in order to increase parallel processing. GPUs from Nvidia contain as many as 240 cores while those from AMD, which that company acquired when it purchased ATI Technologies in 2006, have hundreds. So they’re faster.

But they’re also harder to program, something Nvidia is trying to solve with more flexible chips and a new programming tool called CUDA. But most enterprise and consumer software runs on x86 chips and needs adaptations to take advantage of GPUs. Intel’s Larrabee chip has multiple cores, but is not a GPU. Intel claims this offers people the performance gains and ability to render graphics much like a GPU does, but that Larrabee’s x86 architecture allows for easier programming.

It’s nearly impossible to judge a chip until you’ve seen it in action and tracked whether OEMs want to put it in their devices, but my bet is that Intel won’t be able to compromise with a many-cored CPU and believe it will beat a GPU at its own game. Nvidia and AMD are hoping as much, especially Nvidia, which has the dominant GPU market share — right behind Intel’s integrated chips — and wages an almost constant battle again Intel’s PR on this front. As Nvidia’s small but fierce marketing team faces off against Intel’s Goliath, grab some popcorn, because it’ll be a graphics showdown worth watching.

Technology-News: GigaOm

AMD Won’t Offer Netbook Chips

AMD isn’t going after the mobile Internet device market that Intel and other chip vendors are eying. AMD’s senior VP and chief marketing officer, Nigel Dessau, told eWeek, “

Technology-News: GigaOm

AMD Has Gone From Scrappy to Sad

Confession: Back when AMD was pitching its Opteron chipset, I convinced my husband to buy shares in the company on the belief that its plans to build a backwards compatible 64-bit processor was so obviously better than Intel’s efforts with Itanium that the market would eventually see it. The market did, and AMD shares went up a bit, but we soon sold them after my company changed its policy regarding stock ownership.

I say this so you guys know that I once believed in AMD. I live in Austin, where the company at one time employed more workers than in its Sunnyvale headquarters. Where Hector Ruiz, who stepped down today from the president and CEO position, lives. But I look at the sad wreck that was once a scrappy upstart irritating Intel and I don’t know what to say. I can start with the facts.

Ruiz will remain as executive chairman of the company and Dirk Meyer, the former COO and president, will become the CEO and president. Ruiz had already named Meyer as his successor, but Ruiz had also said he would stay through 2008. But AMD had seven quarters of losses and wrote down $878 million last week (for a total loss this quarter of $1.2 billion).

Meanwhile, Meyer will preside over the sale of some of AMD’s consumer assets, as announced in the company’s fourth-quarter conference call on Thursday. These assets should include some of the non-core assets related to mobile and digital television AMD purchased as part of its ATI acquisition in 2006. Those are the facts.

Looking at those facts, and the string of things that have gone wrong, from delays with its Barcelona chip to the loss of its CTO earlier this year, and you have to wonder if Meyer, or anyone inside the company should really be the one to take over. Ruiz and Meyer are both known more for their engineering talents than their business ones, which may be one of the reasons AMD held onto non-core divisions for so long. I suppose I should stop caring. After all, it’s been years since I held stock in AMD, and it gets old rooting for the underdog.

Technology-News: GigaOm

Does Intel Know What It Wants From Atom?

Yesterday afternoon, Intel’s CEO Paul Otellini seemed a little hazy on the future home for Intel’s Atom processor during the chip maker’s quarterly earnings call — a fact I don’t find all that surprising since the netbooks or mobile Internet devices the chips are designed for exist only in a marketer’s imagination and failed product implementations.

Otellini was excited about Atom, calling demand for the chip” robust,” but analysts pressed Otellini about Atom’s end market and whether the chip would cannibalize Intel’s low-end Celeron processor. The Celeron ranges from speeds of 2.13 GHz to 3.6 GHz, and is faster than Atom’s 1.8 GHz or 1.6 GHz. Otellini’s responses were less than a ringing endorsement of the chip. “[Atom] is less than a third of the performance of our Centrino (high-end mobile processor),” said Otellini. “You’re dealing with something that most of us wouldn’t use.”

Wait a second. Just weeks ago before the Computex trade show in June, Otellini told the Financial Times he anticipated a $40 billion market opportunity for Atom chips over the next few years. If most of us aren’t using these low-end chips, then who is? Otellini envisions the Atom chip for small computers in emerging markets that happen to have IP-based voice, but in late 2009 Intel will launch an Atom chip for smartphones. In emerging countries, a lot of computing is already carried out on cell phones, begging the question of where Intel’s demand for Atom is coming from. Will those products actually succeed?

As for cannibalization, Otellini said, “We do not see [Atom] replacing Celeron. If you look at the netbook products being built around Atom, they’re all lower-priced, lower features, smaller screen size notebooks aimed at first-time buyers or the second, third or fourth machine in a household. We don’t see any cannibalization.”

So Atom chips are designed for slow web access on cheap, portable machines that will act as the backup computer in my home. Wait, I have one of those already. It’s called a smartphone and plenty of companies already make processors for that market.

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Technology-News: GigaOm

How DreamWorks Puts Multicore Chips to Work

You wouldn’t think that next year’s DreamWorks movie, “Aliens vs. Monsters” and the search for more crude would be connected, but they are — in that they both take advantage of parallel programming for multicore chips. And when it comes to multicore chips, big bucks are on the line as the chip firm or software company that figures out how to write code to take advantage of them stands to make boatloads of money.

DreamWorks signed a deal with Intel this week aimed at parallelizing some of its code running on multicore chips to enable 3-D imaging for the 2009 animated movie. It’s not the first company to work with Intel to get more out of the multiple cores now embedded in servers, but it’s a nice example of how Intel is pushing its multicore efforts beyond simply throwing a bunch of chips at a computing bottleneck.

Like other chip firms, Intel knows that to keep compute power on the rise (and customers happy) it has to not only make the hardware more powerful with multicore chips, but also teach programmers how to use them. Otherwise, multicore chips don’t reach their full potential. James Reinders, director of marketing for Intel’s developer products division, pointed out that much of the work Intel was doing with regard to multicore, including investing in software research, selling tools to make parallel programming less cumbersome and participating in standards bodies, was done to deliver more computing power — something that can no longer be done efficiently by increasing clock speeds or adding even more cores.

“Every generation of hardware offers new capabilities, and we have rewritten our software to take advantage of it over time,” Reinders said. “Multicore will inspire us to do the same thing, but it won’t be overnight.”

It’s possible that the chip companies will be the vanguards of a new style of programming, much like programmers had to learn how to program for the web, graphical user interfaces or even e-commerce applications. Paula Richards, director of IBM’s Cell systems business thinks so. The Cell processor, designed for the Playstation 3, contains nine cores and also performs better if you adapt the code to take advantage of it.

So far IBM has focused on selling the Cell processor into financial firms, hospitals, and oil companies like Spain’s Reposal Repsol, which it inked a deal with last week. Richards said IBM doesn’t just dump that hardware and run — it spends time working with clients in each vertical to build software development kits the customer can use to get the most out of the processor. Those kits work with Intel and AMD multicore chips as well, although Richards says a user won’t see the same level of improvement they would using Cell processors.

“We knew multicore was a major inflection point in the industry,” Richards told me. “Everybody realized this and the company that addresses the [ease of programming] for this technology will win.” In some ways it’s not only about making it easy, it’s about attracting the hearts and minds of developers to a certain way of coding. That’s why IBM is offering SDKs to students who want to write parallel code on their PlayStations and Intel is pushing an undergraduate curriculum for parallel programming. This is a hardware battle fought using software.

image courtesy of DreamWorks

Technology-News: GigaOm

AMD Faces Nvidia With Dual Chip Plan

Nvidia and AMD today each launched two graphics chips for the PC market — but the two companies are pursuing divergent strategies. Both share a recent focus on high-end graphics, which underlines how important visual computing has become; but the different approaches taken by each firm may cost Nvidia market share if its monolithic high-end chips can’t deliver the graphic punch to compete with a multi-GPU strategy embraced by AMD and Intel.

Nvidia launched its GTX 280 and GTX 260 chips, which are larger multi-core processors on a single chip. AMD on the other hand, has taken a bottoms-up approach with smaller, multi-core chips that can be harnessed to a second graphics processing chip on a board to deliver higher-level performance. Lower-end PCs can rely on one AMD processor and those needing more power can turn to two AMD chips or Nvidia’s single, high-power chip.

The real question is how the graphics will look on the screen. And, as in most chip releases, the proof will be a while in coming. Nvidia already has HP signed up to use its new chip in a new Voodoo desktop especially for gaming. That makes sense. Nividia’s chip will rock the high-end application, while AMD’s is designed to provide compelling imagery for cheaper, power-efficient PCs and laptops at a large scale. The real battle will be whether AMD’s dual-chip strategy takes business away from Nvidia for specialty graphics computers and high-performance technical computing. If that occurs, Nvidia will have to be on guard: Intel’s planning to follow the same dual-chip path with its Larrabee GPUs.

Technology-News: GigaOm

Ouch. Intel to Face Formal FTC Probe.

The Federal Trade Commission, after two years of looking into allegations that Intel has behaved anticompetitively in the microprocessor market, has decided to act, announcing a formal probe. At issue is whether Intel offered PC makers rebates to use its chips instead of AMD’s. Intel issued a statement in response.

The company believes its business practices are well within U.S. law. The evidence that this industry is fiercely competitive and working is compelling. For example, prices for microprocessors declined by 42.4 percent from 2000 to end of 2007. When competitors perform and execute the market rewards them. When they falter and under-perform the market responds accordingly.

In Austin, the Intel fund at Dell was an open secret, although Dell eventually opened the door to AMD. While AMD may be tempted to applaud this and the $25.4 million fine imposed on Intel by South Korea, the FTC probe won’t lead to action anytime soon. The government moves slowly and the coming change in administration won’t help speed it up.

Technology-News: GigaOm

AMD Pushes Puma to Maul Intel

AMD’s Sisyphean task of grabbing market share from Intel begins anew with the launch of its latest line of laptop chips laptop platform formerly code-named Puma. Today, AMD launched a refresh of its Turion mobile processor combined with an integrated ATI graphics processor, designed for mobile use form the ground up. AMD also announced it would provide a discrete graphics processor that could work in conjunction with the integrated graphics processor to boost performance.

Puma will both help AMD compete with Intel again in the still growing laptop market and justify the company’s $5.4 billion acquisition of ATI Technologies back in 2006. As graphics become more important to the PC user, both Intel and AMD are shoring up their expertise in that department. AMD bought ATI, while Intel is pushing its own platform strategy with in-house graphics processing.

The Puma platform will launch in laptops from Toshiba, NEC, HP, Asus and Acer. Lucky for AMD, Intel’s planned upgrade to its Santa Rosa laptop platform — the Monetevina platform — has been delayed until July, giving AMD a few-month head start on wowing consumers and the back-to-school buyers.

Technology-News: GigaOm

TI Joins the Portable Internet Device Race

No one knows exactly how big the market for mobile Internet devices will be, but the major chip makers are betting it will be huge (it’s one of the reasons they’re making chips for mobile devices at 45 nanometers.) We’ve covered efforts by Intel, Qualcomm, and Via Technologies to get their chips into devices sized somewhere between a smartphone and a PC, but Texas Instruments wants to play, too.

TI formalized its MID effort, based on its own OMAP architecture, last month. It’s entering this market with its third generation of OMAP multimedia processors, which were designed four years ago specifically to fit into smartphones. The second-generation chips are currently in the Nokia 800 and 770; the third-generation chips that underlie the formal MID group will be in an undisclosed number of products by the end of the year.

TI’s chips will compete directly with Qualcomm’s Snapdragon chipset and Intel’s Atom chips. Comparatively speaking, TI’s chips show a greater flexibility for the end products. The power-sipping (at 500 mW-750 mW) 800 GHz MHz processor is slower than both Qualcomm’s and Intel’s efforts and requires less power than Intel’s Atom processors, which can require up to 2.4 watts. Ramesh Iyer, a MID product strategy manager with TI, says the lower clock speed is a conscious decision to reduce the power consumption; combining several types of cores with TI software allows for a higher utilization of existing megahertz, he notes.

As products containing chips from competing vendors hit the market, my hunch is that TI’s might be the best when it comes to general purpose use and battery power, followed by Qualcomm’s Snapdragon, which will also be battery-friendly and perhaps perform better than TI’s in general purpose use. Device specs for MIDs based on Intel’s Atom processor are larger, but the x86 architecture might win converts because it’s familiar and plenty of applications are designed for it. And that raises the very legit question of what role the operating system will play in how MIDs are used. I’ll get back to that in a few posts.

Technology-News: GigaOm

HP Turns to Lasers to Cut Copper From Chips

HP is trying to eliminate copper on semiconductors to make them run faster, and today the company is gathering about 150 researchers at its Palo Alto campus to push lasers as a means to do this. If it and chip manufacturers such as Intel, IBM and Luxtera succeed, the chip firms will follow in the telcos footsteps, turning to light to transmit information quickly.

Only, in this instance, the light would provide short-haul transport on a chipset measured in nanometers or millimeters rather than over distances of miles. Lasers could replace the copper connecting multiple processing engines inside a chip, but could also act as interconnects between multiple chips on a board. Light pulses provided by a laser could reduce the bill of materials (if adapted for silicon), power consumption and solve some of the problems associated with following Moore’s Law because it reduces some of the materials needed on a chip. Improved chips mean more computing power and a faster, more dynamic web.

Such efforts are in the early stages with real products likely 10 years out. However, it isn’t so far-fetched. Already Infinera, a Sunnyvale, Calif.-based company whose products are sold to telecommunications companies, makes an optical chip, but it builds its chips on a far more expensive substrate than a silicon wafer.

Technology-News: GigaOm

Inexpensive, Powerful and Blindingly Fast: Intel Commoditizes 10GigE

Yesterday I wrote about how Intel processors are dominant on the Interop show floor, proof that networking appliances are more inexpensive and powerful than ever before. We can add one more adjective to that description today — blindingly fast. In aggressive and dramatic fashion, Intel has entered the 10 gigabit Ethernet adapter market with a new line of dual-speed server adapters that use standard copper cabling and are priced under $1,000.

The new Intel 10 Gigabit AT Server Adapter will be available with the Dell PowerEdge product line, a popular commodity compute platform for server applications and networking appliances, and will operate at both 1 gigabit Ethernet and 10 gigabit Ethernet speeds. With this move Intel has effectively commoditized 10 gigabit Ethernet, which will undoubtedly drive the technology deep into enterprise IT networks.

While Intel is not the first to market with a 10 gigabit Ethernet adapter for the x86 ecosystem — Chelsio and Neterion have been shipping similar products with more functionality for some time now — the company’s aggressive pricing and influence on the supply chain will be significant. Intel in their announcement placed a shot across the bow at these competitive products, offering dual-port 10 gigabit Ethernet adapters priced under $800 aimed at the intra-rack and high-performance compute markets. That equates to commodity pricing of $40 per gigabit for these adapters.

While the pricing drives 10 gigabit Ethernet to a commodity, the performance of these new adapter cards is not yet documented. But I expect that, in typical Intel style, these adapters will perform admirably, if not best-in-class, as compared to the competition.

There is a well-documented historical trend of Intel producing networking adapters and then quickly integrating them onto their motherboards (and the motherboards of their suppliers as well). I would predict that we will see a 1 gigabit/10 gigabit Ethernet (1000/10000) adapter integrated on motherboards within 18 months (by 2010) and dual-port versions shortly afterwards (mid-year 2010) The days of high-end servers with 10/100/1000 Ethernet ports are numbered.

It will then more than likely be another two years post-2010 before we see an Intel announcement on an adapter card that runs 100 gigabit Ethernet. As I wrote last year, 100 gigabit Ethernet combined with multi-core Intel processors will be game-changing for the data center.

Technology-News: GigaOm

Cray Gives Intel a Chance

Poor AMD. Cray has decided to build its next generation of supercomputers around Intel’s Xeon chips. Cray’s previous line was built around AMD’s Opteron processor, which was introduced in 2003, but AMD’s latest quad-core chip — the Barcelona — has been delayed. Into that delay has stepped Intel, with an ambitious effort to not only provide chips, but also to build an R&D partnership around the future of supercomputing centered on Intel’s multicore processors. With Cray bringing on such a potent partner (Intel has almost 71 percent of the market when it comes to providing processors for the Top 500 supercomputers) other chip vendors such as IBM should take note, too. Chart image from Top500.org.

Technology-News: GigaOm

Intel Mash Maker Launches Without Chips on the Side

Intel’s Mash Maker application, which launches today, isn’t exactly a new idea; Yahoo Pipes and Microsoft’s Popfly are similar. But Mash Maker marks the first time Intel has launched a software effort with no hardware attached. Presumably you can run Mash Maker on a computer with an AMD inside without melting your motherboard.

I was super skeptical at first and frankly, still am. According to Robert Ennals, senior researcher at Intel Research Berkeley and the architect for Mash Maker, the goal of Intel Research is to make the computing experience better. He said Intel Research and Intel Capital are the only divisions at Intel who have the freedom to think outside the PC box, as it were. Fine, Intel launched Mash Maker to make the Internet a better place. Does it?

Jeff Klaus, marketing director for Intel Mash Maker, said it is more useful than Pipes or Popfly because it not only allows users to make mashups, but also allows those who have downloaded the Mash Maker client to see which previous Mash Maker mashups might improve their web surfing experience. This way users of Mash Maker can benefit even if they don’t know how to create mashups. As one of the biggest complaints I have about Pipes is the difficulty I have using it (yes, it’s a me-centric complaint), I have to think there are others who could benefit from this.

In the meantime, I’ll watch with interest as Intel moves outside of its chip-centric world. A few years ago it made the decision with its Intel Capital venture investing arm to look not just for companies that could eventually sell more Intel chips, but also those that might make for a good return. In 2007 it started investing in seed deals, especially consumer-facing startups, as part of that expanding mission.

As for selling more chips, programs such as Mash Maker may not directly influence buying decisions, but by making the computer easier to use, Intel makes them more important and thus, more necessary. And by associating its brand with a fun application, Intel is achieving brand recognition in a much more sophisticated way than its dancing bunny-suited guys back in the 90s.

Technology-News: GigaOm

AMD’s Blog Isn’t Phenom

AMD launched its corporate blog today with a decidedly lackluster post about its efforts to get computers to half the world’s population by 2015. It’s a great goal, and also one of the best things to bring up with AMD CEO Hector Ruiz if you want to see him get excited, but in the midst of AMD’s very real troubles, the entry is bland, bland, bland. I don’t expect an Intel smackdown, but hope to see something more substantive about AMD and the chip market next time.

Technology-News: GigaOm

5 Things You Don’t Know about Gordon Moore

As often as I reference Moore’s Law you’d think I’d know everything about Gordon Moore, the former co-founder, president and chairman of Intel who helped create the chip industry today. In a fit of wild extrapolation, he came up with the idea that the number of transistors on a chip would double every year, and later, based on his experience, he reasoned out the eponymous law that says transistors will double every 2 years. But an in-depth interview with Moore conducted by SEMI has taught me a thing or two about the man.

  1. He can blow glass. I’ve done this folks, and it’s not easy. Or safe.
  2. He once evaporated several thousand dollars worth of platinum inside a furnace.
  3. He inhaled. Arsenic.
  4. The man has no heroes, but he did like his math teacher.
  5. And he believes that, in the chip industry, when the going gets tough, the tough speed new product development.

Technology-News: GigaOm

Intel Flees Optical Market With Emcore Deal

Intel’s sale to Emcore of the enterprise and storage assets of its optical platform division, along with its high-performance computing cables business, is the second deal of its kind between the two companies. Intel in December closed on an $85 million sale of the telecom assets from the optical platform division to Emcore.

Apparently Emcore is working to turn Intel’s trash and into treasure, expecting margins of 50 percent on the cabling business and sales of $45 million in the coming year from the enterprise optical platform. Intel got into the optics business in the 1990s in an effort to branch out beyond x86 processors. In 2006, it retrenched and began the process of getting out of optics (and at the same time, the cell-phone radio business). This particular deal leaves Intel with few optical holdings, but it will continue to invest in R&D related to silicon photonics.

Technology-News: GigaOm

AMD Launches Chips in a Troubled PC Market

AMD has unleashed a line of desktop chips at a time when PC sales are slowing and even Intel is experiencing tighter margins (although, that’s because of memory prices). No matter how good AMD’s offerings are, it’s going to be hard for the company to gain traction in this market. Intel can afford to cut costs to drive sales into PCs, while AMD has a much harder time.

Despite the economic crunch, AMD has put forth a strong line of chips for the desktop with its Phenom series. It includes the X3 8000, the industry’s first triple-core chip for desktops, and the X4 line of souped-up quad-core chips for desktops designed to run really high-end graphics. The X4 9100e, a power-sipping quad-core x86 processor that only uses 65 watts, makes me hopeful that a computer built with it might run cool enough to sit in the living room as a media player without the constant whir of a fan.

Technology-News: GigaOm

Altair Tosses Its Chips Into the WiMax Ring

When it comes to semiconductor news, it can be hard to judge how much of it is hype and how much will actually come to pass. But Altair Semiconductor, which is now sampling chips, has some cool attributes worth noting, especially for those interested in 4G mobile networks. First off, the chip it’s launching today — to deliver Mobile WiMax — is really small, just 7mm.

That means it can fit into a cell phone rather than a PC card, which where most people think of using mobile WiMax. Unnamed handset manufacturers are sampling the chip, according to Eran Eshed, Altair’s co-founder and VP of marketing. And although size is only part of the equation in the mobile device field, it’s an important one. The chip is also power-efficient: It allegedly consumes just a third of the power of other mobile WiMax chips, although that remains to be seen.

The other cool aspect of the Altair base design is it can work with all OFDM-based standards, including LTE. The company will demonstrate an LTE chip in 2008, according to Eshed. Most interesting is that a single chip could be engineered to work on both standards should anyone desire to offer that type of dual-mode card or device. It will compete against Sequans, Intel and other chip manufacturers also targeting the WiMax market.

Technology-News: GigaOm

AMD Plays Catch Up on 45nm

Today AMD said it has 45 nanometer chips for desktops and servers running in development systems. That’s fantastic, but the chips won’t be in actual devices until the second half of the year, putting AMD’s most advanced chips at least six months behind Intels’s 45 nanometer chips.

Also, one of the touted benefits of 45nm is increased power efficiency, which makes them a good fit for mobile computing. Intel launched its 45nm chips first in a new laptop, but AMD won’t have 45 nm chips in laptops until 2009. By then Intel will be working on 32 nanometer chips, which leads me to wonder how long AMD can play this game.

Technology-News: GigaOm

Intel Aims Small with Hopes of Making it Big

intc_8455_80110.jpgIntel has announced the branding behind its new line of processors designed for “mobile Internet devices” and lower-end laptops and desktops costing around $250.

The Atom brand name replaces Silverthorne, which was the code name for the low-power chips aimed at ultra mobile PCs, and Diamondville, which was the code name for the chips in lower-end laptops.

Both chips will be manufactured at 45 nanometers, indicating Intel expects them to be in high demand. It’s a bold move given that Intel is relatively new to the low-power, ultra-portable market. Via Technologies better watch its back.

Technology-News: GigaOm

So Long Flash, and Thanks for the Memory

Intel and STMicroelectronics have managed to produce a breakthrough in a new type of memory technology that could replace flash. Members of their joint venture Numonyx, which is trying to develop memory chips reliant on phase-change memory (PRAM) to store information, will present a paper today demonstrating how they’ve used it to double the amount of information they can store. It’s good news, but it still means it will cost twice as much to store the same amount of data on PRAM chips compared with the competing flash technology.

Phase-change memory relies on changes in temperature to store data; it competes with NOR flash, which is used to store the programs that run your VCR, set-top box and cell phone. The other type of flash, NAND, is used to store larger amounts of memory, such as the songs on an iPod.

Like all chips, memory follows Moore’s Law, which requires the space between transistors to get smaller. Kind of like doing the limbo, flash memory may not be able to go any lower. By allowing storage capacity to continue to expand while making chips ever smaller (and more cost-effective to produce), PRAM could provide the next breakthrough. However, although the breakthrough from Intel and STMicro puts PRAM at the same cost as NOR flash, it only stores half the data. So another breakthrough is still needed.

Technology-News: GigaOm