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Will UMC Chip Shipments Drop In The Fall?

November 12, 2015 by  
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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

AMD’s Bet On ARM Does Is Not Working

October 30, 2015 by  
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Buried in the AMD results was a note which seemed to hint that AMD’s plan to flog ARM based server chips was not going very well.

Chief executive Lisa Su admitted that ARM-based server chips have experienced slower-than-expected reception from the owners of data centres and server farms.

AMD delayed its own ARM-based Opteron microprocessor, code-named Seattle, until the fourth quarter of this year. ARM was having a harder time proving itself to the multibillion-dollar market for high-end server chips.

An engineering sample of AMD’s long awaited 8 core server SOC code named “Hierofalcon” has been spotted and tested and according to WCCTech it looked pretty good. Itis based around 8 ARM-64bit A57 cores running at 2.0Ghz. And although Hierofalcon maxes out at frugal TDP of 30W.

So even the promising reviews aren’t enough for AMD to be optimistic about the ARM based gear.

Su said in an analyst conference call that the company expects to see “modest production shipments” of Seattle in the fourth quarter. Meanwhile, AMD’s Intel-compatible “x86″ server chips will be the company’s mainstay product offering for data centres.

She said that AMD was continuing its ARM efforts and is seeing them as a longer term bet.

Source-http://www.thegurureview.net/computing-category/amds-bet-on-arm-does-not-appear-to-be-helping.html

Semiconductor Sales Still Down In 2015

October 29, 2015 by  
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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

August 27, 2015 by  
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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 Coherent Data Reaches 100 GBs

August 20, 2015 by  
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After a lot of asking around, we can give you some actual numbers about the AMD’s coherent fabric.

The inter-connecting technology already sounded very promising, but now we have the actual number. The HSA, Heterogeneous System Architecture MCM (Multi Chip Module) that AMD is working on can give you almost seven times faster score than the traditional PCIe interface.

Our industry sources have confirmed that with 4 GMI (Global Memory Interconnect) links AMD’s CPU and GPU can talk at 100GB/s. the traditional PCIe 16X provides 15GB/s at about 500 ns latency. Data Fabric eliminates PCIe latency too.

AMD will be using this technology with the next gen Multi Chip module that packs a Zeppelin CPU (most likely packed with a bunch of ZEN cores) and a Greenland GPU that of course comes with super fast HBM (High Bandwidth Memory). The Greenland and HBM can communicate at 500 GB/s and can provide highest performance GPU with 4+ teraflops.

This new MCM package based chip will also talk with DDR4 3200 memory at 100GB/s speed making it quite attractive for the HSA computation oriented customers.

Source

AMD Misses Again

July 30, 2015 by  
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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.

Source

Is The Chip Market On The Rebound

June 26, 2015 by  
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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.

Source

Did AMD Commit Fraud?

April 15, 2015 by  
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AMD must face claims that it committed securities fraud by hiding problems with the bungled 2011 launch of Llano that eventually led to a $100 million write-down, a US court has decided.

According to Techeye US District Judge Yvonne Gonzales Rogers said plaintiffs had a case that AMD officials misled them by stating in the spring of 2011 and will have to face a full trial.

The lawsuit was over the Llano chip, which AMD had claimed was “the most impressive processor in history.”

AMD originally said that the product launch would happen in the fourth quarter of 2010, sales of the Llano were delayed because of problems at the company’s chip manufacturing plant.

The then Chief Financial Officer Thomas Seifert told analysts on an April 2011 conference call that problems with chip production for the Llano were in the past, and that the company would have ample product for a launch in the second quarter.

Press officers for AMD continued to insist that there were no problems with supply, concealing the fact that it was only shipping Llanos to top-tier computer manufacturers because it did not have enough chips.

By the time AMD ramped up Llano shipments in late 2011, no one wanted them any more, leading to an inventory glut.
AMD disclosed in October 2012 that it was writing down $100 million of Llano inventory as not shiftable.

Shares fell nearly 74 percent from a peak of $8.35 in March 2012 to a low of $2.18 in October 2012 when the market learned the extent of the problems with the Llano launch.

Source

Should Investors Dump AMD?

May 29, 2013 by  
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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.

Source

AMD Touts Its Memory Architecture

May 9, 2013 by  
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AMD has said the memory architecture in its heterogeneous system architecture (HSA) will move management of CPU and GPU memory coherency from the developer’s hands down to the hardware.

While AMD has been churning out accelerated processing units (APUs) for the best part of two years now, the firm’s HSA is the technology that will really enable developers to make use of the GPU. The firm revealed some details of the memory architecture that will form one of the key parts of HSA and said that data coherency will be handled by the hardware rather than software developers.

AMD’s HSA chips, the first of which will be Kaveri, will allow both the CPU and GPU to access system memory directly. The firm said that this will eliminate the need to copy data to the GPU, an operation that adds significant latency and can wipe out any gains in performance from GPU parallel processing.

According to AMD, the memory architecture that it calls HUMA – heterogeneous unified memory access, a play on unified memory access – will handle concurrency between the CPU and GPU at the silicon level. AMD corporate fellow Phil Rogers said that developers should not have to worry about whether the CPU or GPU is accessing a particular memory address, and similarly he claimed that operating system vendors prefer that memory concurrency be handled at the silicon level.

Rogers also talked up the ability of the GPU to take page faults and that HUMA will allow GPUs to use memory pointers, in the same way that CPUs dereference pointers to access memory. He said that the CPU will be able to pass a memory pointer to the GPU, in the same way that a programmer may pass a pointer between threads running on a CPU.

AMD has said that its first HSA-compliant chip codenamed Kaveri will tip up later this year. While AMD’s decision to give GPUs access to DDR3 memory will mean lower bandwidth than GPGPU accelerators that make use of GDDR5 memory, the ability to address hundreds of gigabytes of RAM will interest a great many developers. AMD hopes that they will pick up the Kaveri chip to see just what is possible.

Source

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