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TSMC Makes Expansion Plans
TSMC is expected to spend $10 billion next year in capital works as Apple plans to contract the outfit to build its next-generation processors.
According to the Chinese-language Economic Daily News TSMC has informed the equipment suppliers of its decision to hike capital expenditure for 2013 to US$10 billion. This indicates that TSMC has overcome technical problem with 20nm process, which Apple’s next-generation processors are said to use.
It also suggests that Jobs’ Mob is speeding up its reduction of work it gives Samsung. Apple has reportedly sent around 200 design engineers to help TSMC get familiar with the company’s next-generation processor designs at TSMC’s facility in Central Taiwan Science Park.
Samsung Goes HSA
It seems that the IFA 2012 show in Berlin was a good show for AMD as well, or to be precise, it was good for the HSA (Heterogeneous System Architecture) Foundation founded by AMD, ARM, Texas Instruments, Imagination and Mediatek. Samsung has joined up alongside six new members.
The HSA Foundation was created back in June at AMD’s Fusion Developer Summit as a foundation that will deliver new user experiences through advances in computing architectures in order to improve power efficiency, performance, programmability, portability across computing devices and general support of software across a broad spectrum of devices in order to remove the need for code rewriting for various different platforms.
Senior Manager of Technology Marketing at AMD, Sasa Marinkovic, noted on the AMD blog that there is no doubt that the HSA Foundation is off to a good start and in addition to Samsung, they are more than happy to welcome six additional companies including Apical, Arteris, MulticoreWare, Sonics, Symbio and Vivante.
Will Qualcomm Buy AMD?
This wild rumor is not completely without merit, as Qualcomm did acquire a piece of AMD, or AMD’s handheld graphics business to be precise, and it would not be too surprising to see Qualcomm after the whole company sometime in the future.
Samsung on the other hand is not an entirely impossible choice, but at this point it won’t be acquiring AMD either.
It looks like market players want to see the acceptance of Windows RT that will finally prove how important ARM processors really are and knowing AMD, the worst is behind them, as 2012 was the year of many chances, cancelation and anything but good execution for them.
Meanwhile Qualcomm is doing great in the ARM market, although its Snapdragon S4 line suffers from insufficient 28nm production, but due to its on-chip LTE implementation the chips are sought after, especially in the United States market.
Will Chipmakers Make Cuts This Year?
Gartner is warning that worldwide wafer fab equipment spending is on pace to total $33 billion in 2012 which is a decline of 8.9 percent from 2011.
Gartner analysts warned that this is a sign of an industry in downturn and said the market will return to growth in 2013 with WFE spending projected to surpass $35.4 billion, a 7.4 percent increase from 2012. Bob Johnson, research vice president at Gartner said 2012 spending was strong at the beginning of the year, as foundries and other logic manufacturers ramped up sub-30-nm production.
AMD, ARM And Others Form HSA Chip Foundation
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AMD, ARM, Imagination Technologies, Mediatek and Texas Instruments have signed up to create the Heterogeneous System Architecture Foundation (HSAF).
AMD has been pushing its vision for heterogeneous computing, where CPUs and GPUs can share system resources such as memory allowing developers to treat any processing core as a black box. Now the firm has managed to rope in ARM, Imagination Technologies, Mediatek and Texas Instruments to create the non-profit HSAF.
According to AMD, HSAF will try to define a hardware specification for developers to standardise upon, which should make development quicker and easier.
Phil Rogers, HSAF president and AMD corporate fellow said, “HSA [heterogeneous system architecture] moves the industry beyond the constraints of the legacy system architecture of the past 25-plus years that is now stifling software innovations. By aiming HSA squarely at the needs of the software developer, we have designed a common hardware platform for high performance, energy efficient solutions. HSA is unlocking a new realm of possibilities across PCs, smartphones, tablets and ultrathin notebooks, as well as the innovative supercomputers and cloud services that define the modern computing experience.”
AMD has scored something of a coup by getting big names such as ARM, Imagination and Texas Instruments to back its vision of a heterogeneous system architecture. Although the company has been struggling in outright performance terms against Intel, the idea of a combining CPU and GPU resources and making them appear as one to the application is something that will help it leverage its GPU compute capability against Intel.
Qualcomm Chip Issues Should End By December
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Qualcomm said it believes TSMC’s 28nm supply issues will continue until year end.
Qualcomm, which relies solely on TSMC for its 28nm chips, said it believes the supply of chips will improve, but the firm expects its 28nm supply not to be back to normal until the end of 2012.
Previously Qualcomm had poured scorn on TSMC by telling investors it is looking at rival wafer fabs to avoid supply issues in the future. Qualcomm’s CEO Paul Jacobs told Reuters once again that the firm is looking to other foundries for extra capacity, adding, “The goal is to get enough supply for everyone.”
TSMC’s 28nm process node has been tapped by a number of big name customers including AMD, Nvidia and Qualcomm, with the chip fab unable to meet demand. Since Qualcomm made the rare public admission that it wasn’t happy with the state of TSMC’s 28nm chip supply, the smart money has been on Globalfoundries picking up the slack, however nothing specific has been announced by either firm.
Qualcomm Updates The S4 Series
Qualcomm’s Snapdragon S4 chips are proving to be quite a coup for the company. They are faster than anything the competition has to offer, more power efficient and some versions include integrated LTE. The only problem is that Qualcomm is having trouble meeting demand.
Qualcomm announced four new S4 chip series aimed at wildly different market segments, all based on the very successful Krait architecture.
Snapdragon S4 Prime chips will target smart TVs and similar applications. The first Prime part is the MPQ8054, a 1.5GHz quad-core with Adreno 320 graphics. Qualcomm promises “leading” audio/video capabilities and low power consumption, although we are not sure efficiency very important in TVs.
Meanwhile Snapdragon S4 Pro parts sound like all-rounders. They also feature Adreno 320 graphics and the S4 Pro tier includes the APQ8064 quad-core and MSM8960T, the Pro version of MSM8960. Pro parts are likely to end up in tablets, hybrids and other “ultra-thin and sleek” devices.
S4 Plus parts are geared towards the traditional mobile market, smartphones and tablets, ranging from the low-end to the high-end. Processors in the S4 Plus tier include MSM8960, APQ8060A, MSM8660A, MSM8260A, APQ8030, MSM8930, MSM8630, MSM8230, MSM8627 and MSM8227.
Global Semiconductors On the Rise
Global semiconductor revenue is expected to rise at faster and force bigger chipmakers to acquire smaller rivals to increase their market share, according to bean counters at research outfit IDC.
In an industry report, IDC predicts that revenue may expand by between six percent and seven percent this year. Global semiconductor sales rose 3.7 percent to $301 billion in 2011, as orders for chips used in wireless devices offset declining revenue for computing-related chips, IDC said.
But it thinks all this will coase nergers and acquisitions among chipmakers will continue. Already Qualcomm bought Atheros and Texas Instruments took over National Semiconductor. But IDC thinks that industry consolidation may allow bigger chipmakers to offer products that are used in a wider range of applications.
SanDisk Hurt By Weak Demand, Supply Glut
April 10, 2012 by admin
Filed under Around The Net
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Flash-memory maker SanDisk Corp warned that tepid demand from mobile phone manufacturers and a glut in supply that has led to lower prices are putting a dent its revenue margins.
The maker of NAND chips — used as storage memory in smartphones and tablets — has recently seen demand taper with some of its key customers scaling back orders.
Smartphones and tablets have caused a boom in NAND production, but SanDisk’s customers have not all done equally well from the explosion in mobile gadgets.
“Anybody who is not a Samsung or an Apple is burning through some (mobile) handset inventory,” RBC Capital Markets analyst Doug Freedman said.
“Until we get the PC market, tablet market and handset market back buying, we’ll see an oversupply situation.”
SanDisk’s weak outlook mirrors warnings from rival flash-memory makers, who have also blamed weak prices and demand for their disappointing results.
Late last month, Micron Technology said it was facing persistently low prices for memory chips and posted a wider loss. Toshiba Corp, Japan’s biggest chip maker, also posted a drop in quarterly sales at its electronics devices business, which includes semiconductors, hit by lower prices for memory chips.
SanDisk in January expressed concerns about weaker demand weighing on sales in the first half of this year and forecast lower-than-expected revenue for the first quarter.
The Milpitas, California-based company, which is set to report results later this month, said its gross margins for the January-March quarter will come in below its prior expectations of 39-42 percent, hurt by lower prices for its chips.
Is Qualcomm A Threat To Intel?
Intel tried to do gaming graphics cards and it failed, but when it comes to CPUs for desktop and notebooks, it is currently dominating the market. Even the graphics used in Intel’s latest integrated CPUs these days are quite decent for multimedia and even some basic gaming.
Still, Intel is now shifting its focus and it sees Qualcomm as its main competitor in years to come. We heard this from high ranked sources from within Intel who believe that Qualcomm is the only ARM company that has it all, and Intel wants to take it on.
Intel is carefully watching Nvidia and Texas Instruments, again two strong ARM players, but it still thinks Qualcomm has better time to market, more customers and a much stronger portfolio.
Intel should start shipping Medfield just in time for Windows 8, and in case you’ve missed it, Medfield is a SoC (System on Chip) platform that should find its place to a few tablets and probably even some phones next year. Since Intel is trying to speed development up and put as much pressure on ARM players as possible, its next generation SoC will also come before the end of 2012, and it will use the advanced 22nm process, something we won’t see in ARM chips next year.
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