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Will UMC Chip Shipments Drop In The Fall?
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Foundry UMC is expecting its shipments to fall by five percent in the fourth quarter of 2015, as a result of ongoing inventory adjustments within the industry supply chain.
Revenues for the last part of the year will be adversely affected by an about one per cent drop in wafer ASPs and capacity at its plants will slide to 81-83 per cent in the fourth quarter from 89% in the third.
UMC’s had already lowered capacity in the third quarter. At the beginning of the year it was running at 94 percent.
The company’s revenues decreased 7.1 per cent to $1.07 billion in the third quarter, with gross margin slipping below 20 per cent.
UMC net profits were down 62.9 per cent on quarter, as both operating and non-operating income eroded. This is bad news because in the first three quarters of 2015, UMC’s net profits increased 35.8 per cent from a year earlier.
However UMC is continuing to invest in new capital and will spend $1.8 billion.
CEO Po-Wen Yen said that the continuing IC inventory adjustment will dampen fourth quarter wafer shipments, but UMC continues on the path towards long-term growth.
“Throughout 2015, UMC engineers and Fab12A have worked tirelessly to bring several new 28nm product tape-outs into volume production. “UMC is working to bring a timely conversion of new 28nm requirements into production, which will strengthen our business.”
Courtesy-http://www.thegurureview.net/computing-category/will-umc-chip-shipments-drop-in-the-fall.html
Semiconductor Sales Still Down In 2015
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Semiconductor Sales Still Down In 2015 : :: TheGuruReview.net ::
Sales of semiconductors have remained sluggish during 2015 and look set to drop still further in 2016, according to new research from Gartner.
Last quarter, 2.5 percent growth was expected for 2015, but this has been revised down to a one percent drop in the market. 2016 remains predicted to see a 3.3 percent drop.
“We are continuing to see weakness in end-user electronics demand in response to an uncertain economic environment, which is putting a dampener on 2015 spending,” said Takashi Ogawa, research vice president at Gartner. “Next year we are anticipating DRAM manufacturers to respond to oversupply with dramatic reductions in their investment plans.”
The drop likely comes off the back of weak PC sales too, with Gartner last week revealing that, despite the release of Windows 10, sales of devices slumped 7.7 percent in the third quarter.
The future looks brighter, though, and figures for 2017, 2018 and 2019 show significant growth with the losses of 2015 more than recovered as soon as 2017.
A number of key companies, including Intel, have cut spending in the past quarter against a backdrop of slow demand for electronics. This has led in some cases to semiconductor plants significantly shrinking production to avoid a surplus of obsolete chips in the fast evolving industry.
“In the DRAM market, weak end-market conditions combined with new foundries coming on line at Samsung and SK Hynix have created a weaker market than anticipated in our last forecast,” said Ogawa.
“As a result, we anticipate that DRAM manufacturers will move more quickly from investing in new capacity to a maintenance and upgrade existing capacity mode of operation.”
Meanwhile, NAND memory has actually moved to a small predicted growth of 0.1 percent against a 19.4 percent drop predicted last quarter. The rise of NAND thanks to alliances such as the one between SanDisk and HP has led Gartner to predict a 10 percent shift from DRAM to NAND in the next six months or so, while DRAM manufacturers will begin to slow investments around this time next year.
The news comes after reports that SanDisk is looking to consolidate its business by putting itself up for sale to another market player. WD and Micron are said to be likely buyers.
Source-http://www.thegurureview.net/computing-category/semiconductor-sales-still-down-in-2015.html
More Details Uncovered On AMD’s ZEN Cores
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Our well informed industry sources have shared a few more details about the AMD’s 2016 Zen cores and now it appears that the architecture won’t use the shared FPU like Bulldozer.
The new Zen uses a SMT Hyperthreading just like Intel. They can process two threads at once with a Hyperthreaded core. AMD has told a special few that they are dropping the “core pair” approach that was a foundation of Bulldozer. This means that there will not be a shared FPU anymore.
Zen will use a scheduling model that is similar to Intel’s and it will use competitive hardware and simulation to define any needed scheduling or NUMA changes.
Two cores will still share the L3 cache but not the FPU. This because in 14nm there is enough space for the FPU inside of the Zen core and this approach might be faster.
We mentioned this in late April where we released a few details about the 16 core, 32 thread Zen based processor with Greenland based graphics stream processor.
Zen will apparently be ISA compatible with Haswell/Broadwell style of compute and the existing software will be compatible without requiring any programming changes.
Zen also focuses on a various compiler optimisation including GCC with target of SPECint v6 based score at common compiler settings and Microsoft Visual studio with target of parity of supported ISA features with Intel.
Benchmarking and performance compiler LLVM targets SPECint v6 rate score at performance compiler settings.
We cannot predict any instruction per clock (IPC improvement) over Intel Skylake, but it helps that Intel replaced Skylake with another 14nm processor in later part of 2016. If Zen makes to the market in 2016 AMD might have a fighting chance to narrow the performance gap between Intel greatest offerings.
Courtesy-Fud
AMD Misses Again
Fabless chipmaker AMD has come up with a mixed set of results for the second quarter. The company managed to make as much cash as the cocaine nose jobs of Wall Street expected, but missed revenue expectations.
In fact its revenues were below the psychologically important billion figure at $942 million.
We knew it was going to be bad. Last week we were warned that the results would be flat. The actual figure was $942m, an 8.5 per cent sequential decline and a 34.6 per cent drop from the same period a year ago.
As you might expect, there are some measures of this not being AMD’s fault. The company is almost entirely dependent on PC sales. Not only have these fallen but don’t look like they are going to pick up for a while.
AMD’s Computing and Graphics division reported revenue of $379m, which was down 54.2 per cent, year-on-year. Its operating loss was $147m, compared to a $6m operating loss for last year’s quarter.
Lisa Su, AMD president and CEO, in a statement said that strong sequential revenue growth in AMD’s enterprise, embedded, and semi-custom segment and channel business was not enough to offset near-term problems in its PC processor business. This was due to lower than expected consumer demand that impacted sales to OEMs, she said.
“We continue to execute our long-term strategy while we navigate the current market environment. Our focus is on developing leadership computing and graphics products capable of driving profitable share growth across our target markets,” she added.
In the semi-custom segment, AMD makes chips for video game consoles such as the Nintendo Wii U, Microsoft Xbox One, and Sony PlayStation 4 consoles. That segment did reasonably well, up 13 percent from the previous quarter but down 8 percent from a year ago.
But AMD’s core business of processors and graphics chips fell 29 percent from the previous quarter and 54 percent from a year ago. AMD said it had decreased sales to manufacturers of laptop computers.
Figures like this strap a large target on AMD’s back with a sign saying “take me over” but AMD is not predicting total doom yet.
For the third quarter, AMD expects revenue to increase 6 percent, plus or minus 3 percent, sequentially, which is a fairly conservative outlook given the fact that Windows 10 is expected to push a few sales its way.
AMD supplies chips to the Nintendo Wii U, Microsoft Xbox One, and Sony PlayStation 4 consoles and these seem to be going rather well.
Is The Chip Market On The Rebound
Don’t let anyone fool you, the chipmarket is still not doing that well and there are a few problems to be sorted out before real money will be made.
FC Tseng, vice chairman for foundry VIS said that handset makers have too much inventory in their warehouses and the much hyped IoT market boom has not yet arrived.
In fact it is looking like 2015 will not be as good as 2014, which was pretty good at least as far as VIS was concerned.
Semiconductor demand for IoT applications will emerge, but no one has really worked out what the key drivers of IoT market growth will be, Tseng said.
Smartphones, devices such as watches, bracelets and glasses are all being identified as the popular applications when it comes to wearables and the Internet of Things.
VIS forecast that the global 2015 semiconductor market will increase 5 per cent in production value to $358 bn, while the foundry sector will grow by a larger 10 per cent on year to about S$50 bn.
VIS chairman and president Leuh Fang warned that the company has seen a low visibility of customer orders for the third quarter of 2015.
VIS reported record revenues and profits for 2014 and has been spending on capital expenditure like a mad thing in 2015.
Should Investors Dump AMD?
If you have any old AMD shares lying around you might like to sell them as fast as you can, according to the bean counters at Goldman Sachs.
Despite the fact that the company is doing rather well, and its share price is has gone up rapidly over recent months, Goldman Sach analysts claim that the writing is on the wall for AMD. It thinks that AMD shares will be worth just $2.50 soon. The stock’s 50-day moving average is currently $2.98.
The company said that while AMD could clean up in the gaming market even if you take those figures into account the stock is trading at 22 times its 2014 CY EPS estimate. In other words the company’s core PC business is still shagged and still will generate 45 per cent of the company’s 2013 revenue.
“We therefore believe this recent move in the stock is just the latest in a long history of unsustainable rallies, and we are downgrading the stock to Sell. We believe the current multiple is unjustified for any company with such significant exposure to the secularly declining PC market,” the firm’s analyst wrote.
Analysts at Sanford C. Bernstein think that the share price will settle on $2.00 and FBR Capital Markets thinks $3.00. In other words if you want to know what is really happening at AMD you might as well ask the cat, than any Wall Street expert.
AMD’s Richland Coming In June
Richland is set to replace AMD’s Virgo platform, powered by Trinity processors, and this change will happen in June 2013, most likely coinciding with Computex 2013.
AMD has just launched the first batch of Richland mobile APUs and we still have to see some notebook designs hitting the market. We wrote about mobile Richland APUs.
As of late last year Desktop Richland was always set to launch in June 2013 and the fastest of them is the A10 6800K, clocked at 4.1GHz and 4.4 with Turbo. It also features Radeon HD 8670D graphics that run at 844 MHz. This is the fastest Richland part and it comes unlocked, ready to replace the current AMD A10 5800K. In Europe, the A10 5800K currently sells for 112, while in US the same CPU sells for $129.00 (boxed).
The alpha dog A10 6800K is followed by A10 6700, A8 6600K (Unlocked) and A8 6500. AMD has a mix of 100W and 65W quad-core Richland desktop SKUs. There will be a single A6 6400K (Unlocked) SKU and the A4 6300, both dual-cores with 65W TDP.
Production ready samples were churned out in late January, while volume production is scheduled for late March 2013. The announcement was always scheduled for June 2013 and Richland last through most of 2013, until Kaveri with 28nm Steamroller comes on line.
AMD Goes Richland
There have been more than enough leaks dealing with Richland, AMD’s successor to the Trinity powered Virgo platform, and we even had a chance to see some leaks regarding its successor, codenamed Kaveri. As you may already know, Richland is planned to last through 2013 and it is clear that this is very important chip for AMD.
Based on the Piledriver architecture and built using 32nm technology, Richland will feature an integrated GPU that will be upgraded to Radeon HD 8000 series, a generation ahead of Trinity. As you know, there has been a lot of leaks regarding the Richland parts and the quad-core A10-6800K with Radeon HD 8670D graphics is expected to pack quite a punch. Best of all, Richland will still use the same FM2 socket.
According to our sources, the NDA will be lifted on 12th of March, 8am EST, and we are sure that we will see at least a couple of reviews as well as some additional info regarding the price and the availability date.
AMD Releases Vishera
Although it was detailed back in August last year, AMD has just now officially released its new “affordable” Vishera based FX-4130 quad-core socket AM3+ CPU.
The new CPU is part of AMD’s 4100-series and is based on Vishera core design with four Piledriver cores. It works at 3.8GHz base clock and can “turbo” up to 3.9GHz. It packs 4MB of L2 and 4MB of L3 cache and has a 125W TDP.
According to the slide over at Xbitlabs.com, the FX-4130 replaces the FX-4100 with the same US $101 price but should provide between 3 and 9 percent more performance.
As things get better with Globalfoundries and their 32nm process technology, AMD is expected to introduce new models based on cut-down versions of Vishera, according to the report.
AMD’s Roadmap Leaked
According to the latest AMD desktop roadmap, published by DonanimHaber, the Steamroller architecture could be delayed, which means Piledriver cores will power AMD’s third-generation APUs.
So what does this mean for consumers? Well, Richland APUs might not be quite as good as expected. AMD could optimize the x86 cores and go for more powerful graphics, but it’s hard to get excited about the next generation.
Vishera parts will also stick to Piledriver cores, backed by discreet Radeon 7xxx and 8xxx series graphics. However, we will see a new architecture in the low end. Kabini is apparently on track to launch next year, with Jaguar cores, refreshed graphics and an all new system-on-chip version, with an integrated on-chip Fusion controller hub (FCH).
What’s more, AMD will also offer quad-core Kabini parts, and who could say no to a dirt cheap E-series APU with four cores, good graphics and a ridiculous TDP?