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GPU Shipments Appear To Be On The Rise
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Beancounters at JPR have been adding up the numbers and dividing by their shoe size and worked out that GPU shipments are up for both Nvidia and AMD.
Over the last few months both have been busy with new releases. Nvidia has its GeForce GTX 950 and GTX 980 Ti, while AMD put its first HBM-powered cards in the Radeon R9 Fury X, Fury and the super-small R9 Nano into the shops.
According to JPR, overall GPU shipments are up quarter-over-quarter – with AMD’s overall GPU shipments up 15.8 per cent. But before AMD fanboys get all excited by a surprise return to form from AMD, JPR said that that NVIDIA “had an exceptionally strong quarter”. Nvidia saw an uptick of 21.3 per cent.
The PC market as a whole increased by 7.5 per cent quarter-over-quarter but decreased 9 per cent year-over-year. Nivida’s discrete GPU shipments were up 26.3 per cent according to JPR, while AMD’s discrete GPUs spiked by 33 per cent.
AMD’s mobile GPU shipments for notebooks increased by 17 per cent, while NVIDIA had 14 per cent.
Courtesy-http://www.thegurureview.net/computing-category/gpu-shipments-appear-to-be-on-the-rise.html
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
Will AMD’s Newest SoC Save The Company?
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The troubled chipmaker AMD thinks it is onto a winner with its new AMD Embedded R-Series SOC processors.
Designed for demanding embedded needs, the processors incorporate the newest AMD 64-bit x86 CPU core (“Excavator”), plus third-generation Graphics Core Next GPU architecture, and better power management for reduced energy consumption.
AMD tells us that combined, these chips provide industry-leading graphics performance and key embedded features for next-generation designs. The SOC architecture enables simplified, small form factor board and system designs from AMD customers and a number of third party development platform providers.
What AMD brings to the party is its graphics and multimedia performance, including capability for hardware-accelerated decode of 4K video playback and support for the latest DDR4 memory.
Jim McGregor, principal analyst, TIRIAS Research said that AMDs push into x86 embedded platforms is paying off with an increasing number of customers and applications.
“There is a need for immersive graphics, high-quality visualization, and parallel computing in an increasing number of embedded applications. Across these fronts, the AMD Embedded R-Series SOC is a very compelling solution.”
Scott Aylor, corporate vice president and general manager, AMD Embedded Solutions said that his outfit’s AMD Embedded R-Series SOC is a strong match for these needs in a variety of industries including digital signage, retail signage, medical imaging, electronic gaming machines, media storage, and communications and networking.
“The platform offers a strong value proposition for this next generation of high-performance, low-power embedded designs.”
The new AMD Embedded R-Series SOCs offer 22 percent improved GPU performance when compared to the 2nd Generation AMD Embedded R-Series APU2 and a 58 percent advantage against the Intel Broadwell Core i7 when running graphics-intensive benchmarks.
AMD released some of the specs for its integrated AMD Radeon graphics including:
Up to eight compute units4 and two rendering blocks
GPU clock speeds up to 800MHz resulting in 819 GFLOPS
•DirectX 12 support
Fully HSA Enabled
The AMD Embedded R-Series SOC was architected with embedded customers in mind and includes features such as industrial temperature support, dual-channel DDR3 or DDR4 support with ECC (Error Correction Code), Secure Boot, and a broad range of processor options.
It has a configurable thermal design power (cTDP) allows designers to adjust the TDPs from 12W to 35W in 1W increments for greater flexibility.
The SOC also has a 35 percent reduced footprint when compared to the 2nd Generation AMD Embedded R-Series APU, making it an excellent choice for small form factor applications.
AMD said that the range is the first embedded processor with dual-channel 64-bit DDR4 or DDR3 with Error-Correction Code (ECC), with speeds up to DDR4-2400 and DDR3-2133, and support for 1.2V DDR4 and 1.5V/1.35V DDR3.
Its dedicated AMD Secure Processor supports secure boot with AMD Hardware Validated Boot (HVB) and initiates trusted boot environment before starting x86 cores
It has a high-performance Integrated FCH featuring PCIe Gen3 USB3.0, SATA3, SD, GPIO, SPI, I2S, I2C, and UART
The AMD Embedded R-Series SOC provides industry-leading ten-year longevity of supply. The processors support Microsoft Windows 7, Windows Embedded 7 and 8 Standard, Windows 8.1, Windows 10, and AMD’s all-open Linux driver including Mentor Embedded Linux from Mentor Graphics and their Sourcery CodeBench IDE development tools.
It will be interesting to see if AMD can make up the ground it has lost on PCs and higher ticket items. Most of the company still appears to be in a holding pattern until Zen arrives.
Courtesy-http://www.thegurureview.net/computing-category/will-amds-newest-soc-save-the-company.html
AMD’s Bet On ARM Does Is Not Working
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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
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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
Is AMD Losing Top Scientist To nVidia?
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AMD is reeling after the high profile exit of one its top CPU brains Phil to rival Nvidia.
The outfit has been going through hell lately. Last month AMD ace CPU architect Jim Keller stepped away from the company after completing his work on Zen.
Rogers was one of AMD’s high-ranking technology and engineering corporate fellows, and been responsible for helping to develop the software ecosystem behind AMD’s heterogeneous computing products and the Heterogeneous System Architecture.
He was a public figure for AMD and active on the software development and evangelism side, frequently presenting the latest HSA tech and announcements for AMD at keynotes and conferences.
While he is not the only person working on the software side of HSA at AMD, Rogers’ role in its development is important. Rogers was a major contributor to the HSA Foundation, helping to initially found it in 2012. He served as the Foundation’s president until he left AMD.
It seems his defection was kept secret, and took place sometime this quarter and did not manage to leak.
According to his LinkedIn profile Phil Rogers is now Nvidia’s “Chief Software Architect – Compute Server” which is similar to what he was doing over at AMD. Nvidia is not a member of the HSA Foundation, but they are currently gearing up for the launch of the Pascal GPU family, which has some features that overlap well with Phil Rogers’ expertise.
Pascal’s NVLink CPU & GPU interconnect would allow tightly coupled heterogonous computing similar to what AMD has been working on. It makes a fair bit of sense for Nvidia to bring over a heterogeneous compute specialist makes a great deal of sense.
Rogers’ departure from AMD will have to be mentioned on the earnings call on the 15th. AMD’s Gregory Stoner will probably replace him. Stoner is AMD’s current Senior Director of Compute Solutions Technology and long-time Vice President of the HSA Foundation.
Source-http://www.thegurureview.net/computing-category/is-amd-losing-top-scientist-to-nvidia.html
MediaTek Building Ecosystem To Power IoT
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MediaTek is quietly building an ecosystem to drive IoT strategy to push its System on Chip shipments across multiple devices.
The fabless chipmaker is signing partnerships with Amazon, Tinitell, Apple, and People Power.
MediaTek is starting to come out of the shadows in the West with its SoC designs. It sees the IoT as a way to push more of its chips.
It has put in a tender to buy power management outfit Richtek Technology to expand its leadership in Power Management Integrated Circuits (PMIC) to strengthen its overall capabilities for the IoT business model. The deal is expected to close in Q2 2016.
It has provided funding to People Power, a user engagement company providing apps, cloud and mobile services for IoT to further accelerate its penetration in the IoT market in both the U.S. and China, develop new IoT products based on its Fabrux and Influx software architecture
Release of two software development kits (SDKs) for Apple HomeKit, the framework in iOS 8 for communicating with and controlling connected accessories in a user’s home.
This is on top of its partnership with Amazon for the latest devices – Amazon Fire TV is powered by MediaTek’s MT8173, a 64-bit quad-core processor and the world’s first multimedia SoC with ARM’s Cortex-A72 cores; Fire HD 8 and Fire HD 10 tablets powered by MT8135, an up to 1.5 GHz quad-core processor, resulting in a fast and fluid user interface, and smooth running HD videos and high frame-rate games.
Chief Marketing Officer, Johan Lodenius said the company’s cunning plan was to innvovate widely available technology that provides integrated connectivity, while investing in and nurturing developers and the maker community to deliver practical yet innovative solutions.
Source-http://www.thegurureview.net/computing-category/mediatek-building-ecosystem-to-power-iot.html
AMD Increases FM2+ Lineup
AMD will expand its socket FM2+ chip lineup with three new parts – the A10-7890K and A8-7690K APUs, and the Athlon X4 880K CPU.
The new parts showed up on the compatibility list of socket FM2+ motherboards by BIOSTAR and it is not clear when they will be in the shops.
The architecture mentioned is “Kaveri,” but the silicon could be “Godavari” which is a Kaveri refresh.
The top of the range will be the A10-7890K, which has CPU clock speeds of 4.10 GHz out of the box. We do not know what the TurboCore frequency will be, but the current A10-7870K offers 3.90 GHz with 4.10 GHz TurboCore. The A8-7690K has a CPU clocks of 3.70 GHz. We are not sure what the iGPU clock speeds of the two chips.
The Athlon X4 880K is the most interesting. It has 4.00 GHz CPU clocks. The Athlon X4 FM2+ series lack integrated graphics that means that they are good for those who will buy discrete GPUs, on the FM2+ platform.
All three chips offer unlocked base-clock multipliers, enabling CPU overclocking.
Source-http://www.thegurureview.net/computing-category/amd-increases-fm2-lineup.html
Both AMD And nVidia Preparing For 14nm
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AMD and Nvidia both appear to be certain to get their “14 nm” out next year.
According to TweakTown Nvidia is apparently dotting the “I” and working out where to put in the semi-colons for its Pascal GPU using TSMC’s 16nm FinFet node. AMD rumored has been wining and dining its old chums at GlobalFoundries to use its 14nm process for its Greenland GPU.
Although these sound like different technologies the “14nm and 16nm” is difference how you measure a transistor. The outcome of both 14 and 16 should be a fairly same sized transistor with similar power features. TSMC calls its process 16nm FinFet, while Samsung and GloFo insist on calling it 14nm FinFet.
The dark satanic rumor mill suggests that the Greenland GPU, which has new Arctic Islands family micro-architecture, will have HBM2 memory. There will be up to 32GB of memory available for enthusiast and professional users. Consumer-oriented cards will have eight to 16GB of HBM2 memory. It will also have a new ISA (instruction set architecture).
It makes sense, AMD moved to HBM with its Fury line this year. Nvidia is expected to follow suit in 2016 with cards offering up to 32GB HBM2 as well.
Both Nvidia and AMD are drawn to FinFET which offers 90 percent more density than 28nm. Both will boost the transistors on offer with their next-generation GPUs, with 17 to 18 billion transistors currently being rumored.
Source- http://www.thegurureview.net/computing-category/are-both-amd-and-nvidia-readying-to-release-a-14nm-gpu.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