Company co-CEO Mark Liu said that while the fourth quarter could be a bit rough as customers start their inventory adjustments, TSMC’s sales for the quarter will still outperform those for the third quarter.

Talking to Digitimes Lui said that smartphone demand was affected negatively by macroeconomic factors in the first half of 2016. But apparently smartphone chip clients are ordering again in the second half of the year.

TSMC previously estimated its 2016 revenues would grow 5-10 per cent. The foundry expects to meet the high end of the growth guidance, Liu said. In his speech at the CEO Forum of SEMICON Taiwan 2016. Liu claimed that the foundry industry growth is being driven by the markets for smartphones, HPC, automotive and IoT.

Apps like Pokemon G will require more silicon chips used in mobile devices that will be another growth driver in the future, Liu said.

Courtesy-Fud

While the outfit is still claiming that it is chums with Google, it is now saying that its Android development for tablets is the latest thing it is not interested in.

Intel has been cutting back on its Android upgrades for tablet hardware which suggests it is not interested. Instead it is working on 2-in-1s, which run mostly on Windows.

Intel’s x86 version of Android was mainly for devices with Atom processors, which the chip maker is phasing out. The replacement is Apollo Lake which will run Windows, but it is unclear if it will ever support Android.

The last Android which worked on Intel gear was Android 5.1.1, Lollipop, Intel-based mobile devices mostly run Android 5.0 or older versions.

What might keep Intel in Android might not be its own commitment to Android, but the fact that Google is keen to make its OS work with x86 chips. Google has said that Android 7.0 Nougat, will be compatible with x86 machines which will keep Intel in the game – if it wants to be.

PC World has suggested that Intel could offload development to the independent Android-x86 Project last month delivered the Android-x86 6.0 Release Candidate 1.

Intel is still a lead partner in Google’s Brillo. This is an embedded IoT OS with the dash of Android under the bonnet. Brillo works on Intel’s Edison development board, which can be used to make wearables, robots, smart home devices and other IoT gadgets.

But it is pretty clear that Intel is not interested in some of Google’s VR projects like DayDream which are based on Android.

Courtesy-Fud

According to the slides published by Computerbase.de, both GPUs are based on AMD’s 4th generation Graphics Core Next (GCN 4.0) GPU architecture, offer 2.8 perf/watt improvement compared to the previous generation, have 4K encode and decode capabilities as well as bring DisplayPort 1.3/1.4 and HDR support.

Powering three different graphics cards, these two GPUs will cover different market segments, so the Polaris 10, codename Ellesmere, will be powering both the Radeon RX 480, meant for affordable VR and 1440p gaming as well as the recently unveiled RX 470, meant to cover the 1080p gaming segment. The Polaris 10 packs 36 Compute Units (CUs) so it should end up with 2304 Stream Processors. Both the RX 480 and RX 470 should be coming with 4GB or 8GB of GDDR5 memory, paired up with a 256-bit memory interface. The Ellesmere GPU offers over 5 TFLOPs of compute performance and should peak at 150W.

The Radeon RX 470 should be based on Ellesmere Pro GPU and will probably end up with both lower clocks as well as less Stream Processors and according to our sources close to the company, should launch with a US $179 price tag, while the RX 480 should launch on 29th of June with a US $199 price tag for a reference 4GB version. Most AIB partners will come up with a custom 8GB graphics cards which should probably launch at US $279+.

The Polaris 11 GPU, codename Baffin, will have 16 CUs and should end up with 1024 Stream Processors. The recently unveiled Radeon RX 460 based on this GPU should come with 4GB of GDDR5 memory paired up with a 128-bit memory interface. The Radeon RX 460 targets casual and MOBA gamers and should provide decent competition to the Geforce GTX 950 as both have a TDP of below 75W and do not need additional PCIe power connectors.

According to earlier leaked benchmarks, AMD’s Polaris architecture packs quite a punch considering both its price and TDP so AMD just might have a chance to get a much needed rebound in the market share.

Courtesy-Fud

The Micron 1100 SSD is a more mainstream oriented SSD that will be based on Marvell’s 88SS1074 controller and Micron’s 384Gb 32-layer TLC NAND. Using a SATA 6Gbps interface and available in M.2 and 2.5-inch form-factors, the Micron 1100 should replace Micron’s mainstream M600 series, based on 16nm MLC NAND.

The Micron 1100 SSD will be available in 256GB, 512GB, 1TB and 2TB capacities. It will offer sequential performance of up to 530MB/s for read and up to 500MB/s for write with random 4K performance of up to 92K for read and up to 83K IOPS for write. With such performance, it is obvious that the Micron 1100 series will target mainstream market and be a budget SSD.

The Micron 2100 is an M.2 PCIe NVMe SSD that is actually Micron’s first client oriented PCIe SSD and also the first PCIe SSD based on 3D NAND. Unfortuantely, Micron did not finalize the precise specifications so we still do not have precise performance numbers but it will be available in capacities reaching 1TB.

The Micron 1100 is expected to hit mass production in July so we should expect some of the first drives by the end of the next month. The Micron 2100 will be coming by the end of summer.

Courtesy-Fud

Our well-placed sources are confident that the PC group will be the hardest hit. This is all because the PC market has stopped growing and Intel has to find its way to new markets to supplement loss of this business.

Latest research data from IDC indicates that in 2016 PC market will decline from 275.8 million units in 2015 to 260.8 million units in 2016 and the current projections for 2017 show the PC market slightly decreasing to 257.9 million units. At its peak PC market was at 364.0 million units, but this was in 2011 when things were rosier, kids were polite to their parents, and rock stars played decent music. These times are clearly behind us and Intel knows it.

The PC group downsize is being supervised by Dr. Venkata “Murthy” Renduchintala who is Intel’s number two. He is the bloke who was paid $25 million dollars to defect from Qualcomm. Murthy has already done a high level clean up at PC client group and is believed to be thinking about dusting the top of the corporate bookshelf next.

Another team which will be pummeled is Rene James’s old software outfit. People from software services and the security division formerly known as McAfee are expected to mostly go the same way as the artist formerly known as Prince.

Murthy’s also wants to get Intel to the right course with IoT market. Marketing for that area is expected to grow from $655.8 billion in 2014 to $1.7 trillion in 2020. Intel wants the piece of that cake, and perhaps a few tea and biscuits to go with it and it will be interesting to look the fight in this promising land market.

There is still no killer app to help the IoT market which defines it. IoT right now is nothing and everything.

Courtesy-Fud

Digitimes’ deep throats claimed TSMC is expected to achieve certification on its 10nm process in the fourth quarter of 2016, and deliver product samples to the customer for validation in the first quarter of 2017.

This means that TSMC could begin small-volume production for Apple’s A11 chips as early as the second quarter of 2017 and building the chips will likely start to generate revenues at TSMC in the third quarter. The A11-series processor will power the iPhone models slated for launch in the second half of 2017.

TSMC is expected to get two-thirds of the overall A11 chip orders from Apple.

The company is officially refusing to comment on Digitimes’ story, but it does fit into what we have already been told about Jobs’ Mob’s plans for next year.

The 2nd generation High Bandwidth Memory (HBM 2.0) for high-end GPUs might happen in very late Q4 2016 but realistically it probably won’t ship until 2017 in any volume.

The first card that we expect supporting this feature might be the Greenland, a card that AMD might end up calling Vega. Even according Radeon Technology Group’s official GPU roadmap, Vega / Greenland now look like a 2017 product, or at very best, late 2016 card. Nvidia might make the HBM 2.0 version of the Titan card, but we don’t expect to see a Geforce GTX based on Pascal GPU and HBM 2.0 coming to the market this year.

We managed to talk to some of the memory manufactures and they told us that HBM 2.0 is very limited in supply, and limited supply makes things expensive.

It seems that GPUs of 2016, including the new AMD Polaris and the new Geforce, will be stuck with GDDR5 and in best case scenario with GDDR5X from Micron. The word on the street is that both Geforce GTX based on Pascal and AMD/RTG’s Polaris 10 / Ellesmere and Polaris 11 / Baffin might launch at Computex during last days of May or early June 2016.

Courtesy-Fud

For TSMC, Q1 2016 was marked by a reduction of demand for high-end smartphones, while smartphone demand in China and emerging markets had upward momentum. Beginning Q2 2016 and onward, the company expect to get back onto a growth trajectory and is projected to hit a 5 to 10 percent growth rate in 2016.

“Our 10-nanometer technology development is on track,” said company president and co-CEO Mark Liu during the company’s Q4 2015 earnings call. “We are currently in intensive yield learning mode in our technology development. Our 256-megabit SRAM is yielding well. We expect to complete process and product qualification and begin customer product tape-outs this quarter.”

“Our 7-nanometer technology development progress is on schedule as well. TSMC’s 7 nanometer technology development leverage our 10-nanometer development very effectively. At the same time, TSMC’s 7-nanometer offers a substantial density improvement, performance improvement and power reduction from 10-nanometer.

These two technologies, 10-nanometer and 7-nanometer, will cover a very wide range of applications, including application processors for smartphone, high-end networking, advanced graphics, field-programmable gate arrays, game consoles, wearables and other consumer products.”

In Q1 2016, TSMC reached a gross margin of 44.9 percent, an operating margin of 34.6 percent and a net profit margin of 31.8 percent respectively. Going forward into Q2 2016, the company is expecting revenue between ~$6.65 billion and ~$6.74 billion USD, gross margins between 49 and 51 percent, and operating profit margins between 38.5 and 40.5 percent, respectively.

Chips used for communications and industrial uses represented over 80 percent of TSMC’s revenue in FY 2015. The company was also able to improve its margins by increasing 16-nanometer production, and like many other semiconductor companies, is preparing for an expected upswing sometime in 2017.

In February, a 6.4-magnitude earthquake struck southern Taiwan where TSMC’s 12-inch Fab 14 is located, a current site of 16-nanometer production. The company expected to have a manufacturing impact above 1 percent in the region with a slight reduction in wafer shipments for the quarter.

“Although the February 6 earthquake caused some delay in wafer shipments in the first quarter, we saw business upside resulting from demand increases in mid- and low-end smartphone segments and customer inventory restocking,” said Lora Ho, Senior Vice President and Chief Financial Officer of TSMC.

“We expect our business in the second quarter will benefit from continued inventory restocking and recovery of the delayed shipments from the earthquake.”

In fiscal year 2016, the company will spend between $9 and $10 billion on ramping up the 16-nanometer process node, constructing Fab 15 for 12-inch wafers in Nanjing, China, and beginning commercial production of the 10-nanometer FinFET process at this new facility. Samsung and Intel are also expected to start mass production of 10-nanometer products by the end of 2016.

During its Q4 2015 earnings call, company president and co-CEO Mark Liu stated the company is currently preparing and working on a 7-nanometer process node and plans to begin volume production sometime in 2018. Meanwhile, since January 2015, a separate research and development team at TSMC has been laying the groundwork for a 5-nanometer process which the company expects to bring into commercial production sometime in 1H 2020.

So far in Q1 2016, shipments of 16 and 20-nanometer wafers have accounted for around 23 percent of the company’s total wafer revenues.

Courtesy-Fud

According to beancounters at IBS, the news comes on the heels of an announcement that the three-month average of the global market for semiconductors ending in February fell 6.2 percent compared with the same figure in 2015, down from a 5.8 percent decline in January.

IBS chief executive Handel Jones said:

“Based on talking to customers about buying patterns, we see softness,” said. “Smartphone sales are slowing, and the composition of the market is changing with about half all chips bought by companies in China who want low-end devices In addition, over the past year memory prices have fallen by nearly half both for DRAMs and NAND-based solid-state drives as vendors try to buy market share, said Jones. “It’s more of a price issue because volumes are up.”

Jones expects softness in the PC market will continue through this year. Demand for chips is rising in automotive and for the emerging Internet of Things, but so far both sectors are relatively small, he added.

Data shows that the gap between the market share of these Intel and Samsung firms is narrowing. In 2012, the gap between Intel and Samsung was 5.3 percent. This narrowed to 4.2 percent in 2013, and is now 3.2 percent in 2015. SK Hynix, which now stands as the third largest semiconductor brand in the world, beat Qualcomm with a market share of 4.8 percent.

Courtesy-Fud

The slide appeared on the anandtech forums and shows the chip will be branded under the Xeon E5-2600 V4 series and will have at least “20 per cent more cores and last-level cache” than Haswell-EP.  It should be shipping on March 31st.

This CPU is started for an HP workstation, called the HP Z640, which succeeds the Z620.

The Xeon Broadwell-E uses Intel’ s14nm process which means 10-core chips will be available at the price of an 8-core chip from the previous generation.

The slide said that the Broadwell-E will deliver 18 per cent average performance increase over Haswell-EP, as well as support up to 2400MHz DDR4 memory for greater I/O throughput.

This slide follows the news that an 18-core Xeon Broadwell-EP CPU was spotted on eBay, carrying a price tag of $999 US. Dubbed Xeon E5-2600 v4, the chip was listed to feature a base clock speed of 2.2GHz and Turbo frequency of 3GHz, as well as a TDP of 145W, 2.5MB of L3 cache per core, with 45MB LLC cache in total.

Courtesy-Fud