|
December 22, 2000
|
|
By John G. Spooner
December 21, 2000
C/Net
|
After starting the year in an all-out sprint to reach the 1-GHz mark, chipmakers Intel and Advanced Micro Devices are ending the race with a noticeable fourth-quarter limp.
The chipmakers were tripped up unexpectedly by slower sales in the fourth quarter, caused in part by a weaker market for personal computers.
Though the conditions put a damper on the companies' otherwise stellar performance in 2000, they raise even larger questions for the new year.
|
|
By Michael Kanellos
December 20, 2000
C/Net
|
What caused Intel to stumble in 2000 and Advance Micro Devices to enjoy one of its best years ever? A lot of little events in 1998.
Back then, Intel lorded over AMD. Craig Barrett, who succeeded Andy Grove as Intel CEO in March 1998, kicked off a strategy to diversify the company's revenue base.
AMD, meanwhile, was struggling with financial losses and sporadic inventory and manufacturing problems. Analysts questioned whether the company would have to find co-tenants to help pay for its planned fabrication facility in Dresden, Germany.
|
|
By Wesley Parish
December 20, 2000
osOpinion.com
|
I recently read MIT's Technology Review and came across an article on Transmeta and the Crusoe chip, "The Software Chip," by Claire
Tristram.
The article said that the Crusoe chip had put most of the functionality normally expected in hardware into a software layer. With a 128-bit bus, it was consequently capable of running 32-bit Intel applications at a comparable speed to native Intel hardware.
|
|
By Jerry Ascierto
December 21, 2000
EE Times
|
Hoping to forge a de facto standard, Intel Corp. will license its USB 2.0 enhanced host controller spec — the interface between the host controller and its software driver — on a royalty-free basis.
Unwilling to revisit the confusion surrounding the multiple host controller interface specs of Universal Serial Bus 1.0, Intel developed the new spec in conjunction with NEC, Philips, Lucent, Microsoft and Compaq. "On the second version of USB, we looked at how we could learn from the first round, and we decided that it was better for the industry for there to be one spec that was available to everybody," Jason Ziller, an Intel technology initiatives manager, said in releasing 2.0 this week.
|
The Register Files
|
|
By Mike Magee
December 20, 2000
The Register
|
Consider this. AMD share's price closed on Wall Street last night at $15.375.
Intel's share price closed on Wall Street last night at $33.3475.
According to information received, AMD operates on a P/E ratio of around five, INTC at a P/E ratio of around 22 and Trancemeta? Who knows.
|
|
By Mike Magee
December 20, 2000
The Register
|
One slide of the lastest Intel roadmap the mole showed us before he scurried off into the streets of the West End yesterday, told tales of Tualatin.
This will extend the frequency of Intel's PIII processor in the third quarter of next year, and volume is likely to increase as the .13 micron process begins its ramp.
The 815 B-Step chipset will allow the building of one motherboard to support Tualatin and Coppermine chips - that itself requiring changes to existing
mobos.
|
|
By Mike Magee
December 21, 2000
The Register
|
The introduction of the 1.3GHz Pentium 4 at an attractive price point is part of Intel's overall strategy for this to be the mainstream microprocessor by the end of next year.
That means a big ramboost for Rambus Inc, with SDRAM support unready until Q2 of next year, and DDR promised for the following year, 2002.
And to that end Intel appears to be pulling out all the stops on pricing including, as our Pentium 4 article showed yesterday, by slashing the 1GHz Pentium III by 40 per cent in late January.
|
|
December 19, 2000
|
|
By Paul Kallender and Anthony Cataldo
December 15, 2000
EE Times
|
Intel Corp.'s decision to push back production at its new fabrication facility in Leixlip, Ireland, by one year is prompting some industry observers and analysts to proclaim the arrival of a slowdown, while others point to positive capital-spending moves by Infineon Technologies and United Microelectronics Corp. as evidence that the industry is hardly ready to make a full-scale pullback.
Others believe that the industry is driving toward a soft landing, and predict that next year chip vendors will spend just slightly more than they did this year on new equipment.
|
|
By Anthony Cataldo
December 15, 2000
EE Times
|
Intel Corp. and others are investigating Level 3 cache as a way to juice microprocessor performance. Having exhausted its best X86 design tricks, Intel is looking at ways to boost clock frequency while keeping the number of instructions executed per clock from falling off a cliff. Large Level 3 caches are prime among them.
Also on the table are new pipeline techniques, more floating-point horsepower and even finer-grained speculation methods in forthcoming generations of the IA-32 processors, which analysts say have another five years before they are subsumed into the 64-bit processing realm.
|
The Register Files
|
|
By Andrew Thomas
December 18, 2000
The Register
|
Intel is advertising for more lawyers to work on intellectual property and patents. The list of vacancies at the chip behemoth at HotJobs includes vacancies for an additional four attorneys.
Meanwhile, Rambus is also looking to hire another patent attorney here, whose job description includes the phrase "You will also perform licensing activities such as developing infringement positions and presentations".
|
|
By Mike Magee
December 16, 2000
The Register
|
AMD has denied that it is restricting access to socket and chip technology for its family of mobile Durons, and has claimed it is still on target for product introductions in the first quarter of next year.
Sources close to Asian notebook firms had claimed that AMD had restricted designs using the mobile Duron to four big ODMs (original design manufacturers) and to Toshiba in Japan.
|
|
By Mike Magee
December 18, 2000
The Register
|
Chip giant Intel will introduce 1.4GHz and 1.5GHz of its server version of the Pentium 4 - code-named Foster, at $490 and $695 respectively, when it launches them.
That could be as early as Q1 next year, although currently Chipzilla is keeping its cards close to its chest.
However, roadmaps seen by The Register just a few days ago, show that the 1GHz Pentium III Xeon, which cost $515 on the 29th of October last, will be dropped in price to $425 on the 28th January, while the 1GHz using the SECC2 package, will fall to $358 from its October price of $475 on the same day.
|
|
By Mike Magee
December 18, 2000
The Register
|
The roadmap we saw towards the end of last week demonstrates Intel's clear intent to eventually displace Pentium III processors with Pentium 4 and Foster technology. And the sooner the better, as far as the firm is concerned.
But there are some clear differences from the past.
Unlike the good old days when the Intel gravy train seemed to chug on to its next destination making stops to drop off old chips at various retirement homes for senior x86 citizens, this latest roadmap shows clear signs that the proprietary arrogance of yore is showing signs of wear and tear.
|
|
By Tony Smith
December 18, 2000
The Register
|
VIA will focus more closely on low-power processors next year in a bid to beat off the blues induced by the global slowdown in PC sales.
That way, the company hopes to take ten per cent of the global CPU market - amounting to around 15 million microprocessors - which it reckons will push its processor production operation into profit, according to a company official cited in a report by Taiwanese business paper the Commercial Times.
|