Too many links to add, check out the IFA News at Engadget.
Looks like Intel and its OEMs are finally in the driver's seat! I'm pretty sure Q3 and Q4 will be very good for Intel.
"Shares of the big semiconductor could double under a best-case scenario, said the value investor Tuesday...."
Seems pretty clear since Intel is close to $35 now.
Possible, but not convincing. Intel is just approaching ARM's efficiency and I'm sure they will do better over time. However, if I were Intel, I wouldn't call attention to the fact that I am just about match my competitor in terms of energy efficiency!
LED lighting has significant potential, but seems to be a bit too removed from Intel's current initiatives. Would Krzanich launch a new initiative as an adjacency to IoT...?
#DidYouKnow bioluminescence in fireflies is 96% efficient? Incandescent bulbs are only 10% efficient.
If Microsoft / Apple can do this in a seamless, easy way without any risk of accessing personal data, they have a decent chance of succeeding in the higher-end of the market where users need more powerful machines.
I think the lower-end of the market where users primarily use it for email and Internet browsing will be lost to Chromebook and Chromebook-type machines over the next 2-5 years.
Of course, if the software vendors come up with new killer apps targeted to a majority of the users, things can shake out in Microsoft/Apple's favor. Right now, the field is tilting away from these 2 companies.
Intel Corporation today announced two new technologies for Intel Custom Foundry customers that need cost-effective advanced packaging and test technologies.
Embedded Multi-die Interconnect Bridge (EMIB), available to 14nm foundry customers, is a breakthrough that enables a lower cost and simpler 2.5D packaging approach for very high density interconnects between heterogeneous dies on a single package. Instead of an expensive silicon interposer with TSV (through silicon via), a small silicon bridge chip is embedded in the package, enabling very high density die-to-die connections only where needed. Standard flip-chip assembly is used for robust power delivery and to connect high-speed signals directly from chip to the package substrate. EMIB eliminates the need for TSVs and specialized interposer silicon that add complexity and cost.
“The EMIB technology enables new on-package functionality that may have been too costly to pursue with previous solutions,” said Babak Sabi, Intel vice president and director, Assembly and Test Technology Development.
Intel also announced the availability of its revolutionary High Density Modular Test (HDMT) platform. HDMT, a combination of hardware and software modules, is Intel’s test technology platform that targets a range of products in diverse markets including server, client, system on chip, and Internet of Things. Until now, this capability was only available internally for Intel products. Today’s announcement makes HDMT available to customers of Intel Custom Foundry.
“We developed the HDMT platform to enable rapid test development and unit-level process control. This
proven capability significantly reduces costs compared to traditional test platforms. HDMT reduces time to market and improves productivity as it uses a common platform from low-volume product debug up to high-volume production,” said Sabi.
Even if Apple does a OSx + iOS merged product, I suspect they will continue offering iPad as a fun device. There is a sizable consumer market for this type of device. Of course, Apple will have to compete with Android tablets for the same market and dollars and the competition will be mainly based on price.
Server sales have picked up after a long slow spell and are likely to stay buoyant well into 2015 and beyond, IDC said Tuesday.
The growth last quarter was modest -- worldwide server revenue climbed just 2.5 percent from a year earlier -- but server makers will welcome the news after five consecutive quarters of declines.
Server makers are benefitting from the start of a cyclical refresh cycle, as customers replace systems they deployed soon after the financial crisis, IDC said.
But there are other factors at work too, said IDC analyst Kuba Stolarski. Sales of x86 servers have been strong for some time, lifted by companies like Google and Facebook building out their massive infrastructures.
But at the higher end of the market, sales of pricey Unix and mainframe systems have been in decline for years, dragging down the server market as a whole. Now, those systems comprise a small enough share of the market that the x86 gains can shine though, Stolarski said.
What's more, sales of a new type of midrange system -- the converged infrastructure products sold by companies like Cisco Systems and VCE -- have been increasing, also contributing to overall growth.
The upshot of those trends is that the server market eked out some growth in the April-June quarter. Worldwide factory revenue reached $12.6 billion, up from $12.3 billion last quarter.
Two upcoming developments mean the growth should continue and then accelerate next year, IDC said.
One is the release of servers based on Intel's Grantley Xeon server platform, expected at its developer conference in San Francisco next month. A new Intel chip usually prompts a wave of server purchases.
Further out, Microsoft will end support next year for its widely used Windows Server 2003 OS, which will prompt more upgrades.
Anyone expecting a "Windows XP" moment for servers should beware, though. The transition will likely be slower...
My primary complaint with Microsoft is that Windows does update drivers automatically,
but for the most part they throw patch over patch.
Intel_fanboy: You hit the nail on the head, it is the very same concern I have regarding the future of Microsoft and Windows. And, to a good extent, this applies to Apple too.
Price is just one factor and may not be the most critical if the "OS-evolving" issue is not there.
Both Microsoft and Apple have to address this OS-evolving issue against Chrome. The Windows/MacOS model is antiquated because most users don't want to deal with it - or wouldn't want to deal with it once Chrome or some other cloud-based model is able to deliver more powerful applications. It is easier to handle network/bandwidth issues than OS patch issues.
Without addressing this issue, both Microsoft and Apple will continue to lose market share in education and other enterprise verticals first and over time, other users as well.
Just to clarify:
Asus Padfone X is a Tablet / Smartphone combo
Google's patent is a Smartphone / Laptop combo
Perhaps Chrome OS is a waste of good hardware. But it looks like Google is trying to build a tablet/smartphone hybrid along the lines of ASUS Padfone X.
Google patents a laptop smartphone dock; Android and Chrome OS coming closer together?
BTW, Asus is planning to offer a Transformer V with 5 operating modes. Hope it is still on track.
I have seen articles/rumors of Nexus 8 going to Moorefield or Tegra. Not willing to lose hope on it yet :)
I really think nVidia/Tegra cannot provide the same impetus to Google/Android as much as Intel and its OEMs can. Intel can help Google deliver a wide range of form factors, features, and price points, nVidia simply cannot match up to Intel in this respect.
If Google's objective is to make Android as a mainstream platform (which it is), it would be a no-brainer on which SoC they should go with.
We'll know about Nexus 8 over the next few weeks.
I am thinking Nexus 8. Since it will be a major design win on Android which will validate x86 in that space, that could provide a 10-12% jump in Intel stock price which will get it closer to $40, not $50.
What else? Q3 dividend hike? Some major Moorefield smartphone wins? Foundry wins?
LSI's Axxia Networking Business develops communications processor chips and software designed to drive software-defined networking (SDN) switches and other equipment for next-generation data centre architectures.
The acquisition by Intel would thus fit with the firm's own vision for software-defined infrastructure as the future of the data centre, which has seen the chip giant developing open networking reference platforms based around its x86 processors and server hardware.
Adding the Axxia Networking Business capabilities to Intel's portfolio will help accelerate the company's strategy to become a leader in platform solutions for the network infrastructure, the firm said.
The Axxia Networking Business generated revenues of $113m for LSI during 2013 and employs approximately 650 people, according to the firm.
SAN JOSE, Calif., SINGAPORE and SANTA CLARA, Calif., Aug. 13, 2014 (GLOBE NEWSWIRE) -- Avago Technologies Limited and Intel Corporation today announced the signing of a definitive agreement for Intel to acquire LSI's Axxia Networking Business and related assets for $650 million in cash.
The transaction, which has been approved by the boards of directors for both Avago and Intel, is expected to close in the fourth calendar quarter of 2014 upon satisfaction of government approvals and customary closing conditions.
LSI's Axxia Networking Business is being divested from Avago following the recent completion of Avago's acquisition of LSI. The Axxia Networking Business generated revenues of $113 million in calendar 2013 and employs approximately 650 people.
With Chromebooks becoming more popular in schools (and potentially other verticals and enterprises that can operate in a cloud-based environment), it appears that they can morph into good hybrid devices by adding convertible/detachable screens along with Android OS.
Instead of Windows for Work - and Android for Play,
it could be Chrome for Work - and Android for Play.
With both Chrome OS and Android coming from Google, there shouldn't be any push back.
I am curious to try out such a device.