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June 14,
2001
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By Hiroshi Suzuki
June 14, 2001
Bloomberg.com |
Transmeta Corp. will start shipping an upgraded version of its
low-powered chips in the third quarter, the first of its kind
for notebook personal computers with data processing speeds of
as much as 1 gigahertz. The Santa Clara, California-based
start-up, which is eating into Intel Corp.'s chip market share
with its Crusoe chip, will announce the plans at a business
seminar in Tokyo later today, co- founder and vice chairman
David Ditzel said in an interview. |
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Edmund Klamann
June 13, 2001
Upside.com |
Microprocessor design company Transmeta Corp. (TMTA) said
today its lead was widening over industry heavyweight Intel
Corp (INTC) in technology for low-power chips used in
ultralight notebook computers. Transmeta co-founder and vice
chairman Dave Ditzel also said he believed his company's
"Japan first" strategy targeting Japanese notebook PC makers
to use its Crusoe chips had succeeded, and that U.S.
manufacturers, none of which has signed on to Crusoe, would
eventually follow the Japanese lead.
"Right now in Japan the number-one and number-two hottest
selling Windows-based notebooks are based on Crusoe. That's
something U.S. makers can't ignore," Ditzel said in an
interview. |
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By Mark LaPedus
June 13, 2001
Semiconductor Business News |
Responding to competitive products from Advanced Micro Devices
Inc. and Intel Corp., Transmeta Corp. is readying its first
x86-based microprocessor lines, built around a 0.13-micron
process technology, sources said. The new chips, dubbed the
TM5500 and TM5800, are the latest members of the company's
Crusoe family of x86-based processors, sources said.
The Santa Clara-based company will roll out these chips on
June 26. The company declined to comment, however. |
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By John G. Spooner
June 13, 2001
C/Net |
Transmeta will release a new Crusoe chip later this month, as
it continues to try to win its first deal with a U.S. notebook
maker. The TM 5800 will offer a 50 percent performance
increase over the TM 5600, the upstart chipmaker said
Wednesday. The company boasts that the chip offers a faster
clock speed, a more efficient version of code-morphing
software, and faster double-data rate (DDR) SDRAM. The
combination will reduce overall power consumption by 20
percent, Transmeta said. |
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By Jack Robertson
June 13, 2001
EBN |
Intel is back to cajoling Taiwan's motherboard vendors to make
lower-cost Pentium 4 Direct Rambus boards. The Taiwanese,
who got burned badly with the Intel 820 board redesign several
years ago, and again with the 820 memory translator hub recall
last year, are leery.
But a few of Intel's closest board allies on the island are
going to help by making a four-layer Pentium 4 board with the
850 chipset supporting Direct RDRAM. All to run up some chits
they hope to collect from the MPU giant. |
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By Alex Romanelli
June 13, 2001
Electronic News Online |
At the Embedded Systems Conference being held in San Jose
today, National Semiconductor Corp. will introduce what it
claims is the first system architecture designed specifically
for Internet appliances (IAs). Santa Clara, Calif.-based
National (nyse: NSM) said its new Geodelink architecture is
the most significant achievement in its three years spent in
the IA space.
“There are a lot of dedicated solutions available but there
are none for IAs,” said Yves Gourvennec, senior marketing
manager of National’s set-top box unit. “This is a new,
emerging market with diverse and specific needs. |
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Truths...from the rumor mill |
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By Mike Magee
June 13, 2001
The Inquirer |
SOMETIMES WE DROP BY Silicon Investor where you can always
find lively debates by people whose axes are ground more often
than most because many - maybe the majority - put money in IT
company stocks and shares. Because they're gamblers, sorry
investors, their sense of what's going on in a firm is often
very keen and can be compared to those aficionados of the
sport of kings who study nags and their form minutely. |
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By Mike Magee
June 13, 2001
The Inquirer |
PC MANUFACTURERS everywhere may be groaning, wheezing,
coughing and shedding jobs, but Intel is continuing to plunge
marketing money into the Pentium 4 platform. According to a
source at competitor Advanced Micro Devices (AMD), the firm is
throwing so much money at its channel partners that it is
effectively wrapping each processor in money to the tune of
around $150.
This figure, claimed the AMD executive, who of course has
an axe to grind, is made up of cooperative marketing campaigns
such as the Intel Inside effort, bolstered by rebates on
Rambus memory - as reported here - and complemented with other
incentives to sweeten the Pentium 4 pill. |
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By Tony Smith
June 13, 2001
The Register |
Transmeta will officially launch its two newest Crusoes - the
TM5500 and the TM5800 - at the end of the month at PC Expo.
So says the company's CTO, Dave Ditzel, in an interview with
Asia BizTech.
Both parts will be fabbed at 0.13 micron - as anticipated -
cutting the die size from 88sq mm to 55sq mm. Transmeta is
reducing the core voltage range, too, from 1.1-1.6V to
0.9-1.3V. The 5500 contains 256KB of on-die L2 cache. The
5800's cache is 512KB. |
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June 13,
2001
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By Reuters
June 12, 2001
Upside.com |
Advanced Micro Devices Inc. (AMD), the world's largest
microchip maker after Intel (INTC), is on track to achieve its
stated goal of a 30 percent global market share by year-end, a
company official said today. Recent launches of products for
the mobile computer and workstation/server markets and hopes
of a "modest" revenue growth will help AMD meet the target,
said Wee Yep Yin, a marketing manager at AMD Far East Ltd in
Singapore.
"We are on track to meet our corporate objective of market
share of 30 percent by the end of this year," he said at the
Malaysian launch of its first processor designed for servers
and workstations. |
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By Gordon Kelly
June 12, 2001
Computer Reseller News |
AMD has introduced its first multiprocessing-capable chipset
along with processors for one- and two-way servers and
workstations, as the company attempts to penetrate the
commercial market. The AMD-760 MP is the chip maker's first
dual Athlon-based chipset to support double data rate memory.
It consists of two chips: the AMD-762 system controller
(Northbridge), and the AMD-766 peripheral bus controller
(Southbridge). The chipset supports up to two AMD Athlon MP
processors with independent 266Mhz front side buses and AGP 4x
graphics. |
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June 12, 2001
Semiconductor Business News |
In a move to keep up with competitive memory technologies,
Rambus Inc. late today outlined its future roadmap, including
plans to boost the bandwidth of its RDRAM architecture by
five-fold in 2005. At the Rambus Developer Forum in Japan
today, Rambus outlined its strategy in order to keep up with
competitive next-generation memory technologies, most notably
double-data-rate (DDR) SDRAM.
Intel Corp.--the main backer of Rambus' RDRAM memory
architecture--endorsed the roadmap. "Intel supports the steps
that Rambus and the RDRAM industry are taking to address the
anticipated memory demand," said Louis Burns, vice president
of the Desktop Products Group at Intel. |
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Truths...from the rumor mill |
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By Cameron 'Odie' Rogers
June 12, 2001
The Inquirer |
THE PROCESS RACE with Intel is taking a deadly toll on
Austin's Advanced Micro Devices, inside sources have revealed.
Although AMD has competed admirably with Intel's frantic fab
and process expansion up to this time, the battle is becoming
more and more costly to wage. AMD's $2 billion Dresden fab
is widely regarded as one of the most advanced in the world,
and it has allowed AMD to one-up Intel in the race to copper
interconnects. Intel, however, is poised to substantially beat
AMD to.13 copper process technology, as well as future .10 and
.07 micron processes. |
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By Adamson Rust
June 12, 2001
The Inquirer |
INDUSTRY NEWSLETTER Shannon knows Compaq is reporting that
Intel has modified the benchmarks on its Itanium 64-bit
processor versus a Sun Blade system. According to editor and
publisher Terry Shannon, who describes this as a "A Pentium
Pro Moment for Itanium", the benchmarks it originally posted
on May the 29th have now been modified.
Intel SPECint_base2000 results of 404 on an HP Server
rx4610 equipped with an 800MHz Itanium processor with 4MB of
L3 cache, says the newsletter. |
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By Tony Smith
June 12, 2001
The Register |
Rambus has asked the US court to re-try its action against
Infineon on the grounds that the jury's support of the chip
maker's fraud allegations against it was perverse. Rambus'
motion a request for "judgement as a matter of law".
Essentially, its argument is that "no reasonable jury" would
have sided with Infineon's claim that Rambus committed fraud
because the chip maker "did not establish the requisite
elements of fraud", Rambus' request claims. |
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By Mike Magee
June 11, 2001
The Inquirer |
THE LATEST JUNE roadmaps for Intel's boxed mobile products
indicate that its plans to move wholesale to the Tualatin .13
process in Q3 remain largely intact, despite modifications of
its plans in the desktop space. Intel - as we revealed last
month - started to implement a long awaited scheme earlier
this year whereby dealers and system integrators can use
recommended notebook platforms to create their own brands
which they can then sell on.
As noted here before, the Tualatin mobile chips launching
in Q3 are the 1.13GHz, the 1.06GHz, the 1GHz, the 933MHz and
the 866MHz. |
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June 11,
2001
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June 8, 2001
San Jose Mercury News |
Intergraph said Friday it plans to pursue it's long-running
patent and contract interference suit against chip maker Intel
after hitting a dead-end on its antitrust claims. In a
statement, the maker of computer design systems said it did
not believe that the antitrust claims filed in a suit begun in
1997 against Intel were necessary for other claims involving
business tort and contract claims to succeed.
Intergraph said it was responding to a ruling by the U.S.
Court of Appeals for the Federal Circuit affirming the
district court's dismissal of antitrust claims, an earlier
setback for Intergraph. |
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By The Associated Press
June 10, 2001
C/Net |
Intel said it has created the world's fastest silicon
transistors, tiny switches that turn on and off nearly 1,000
times more quickly than those that power today's
microprocessors. The technology also shrinks the devices to
a width of about 80 atoms, Intel's director of components
research, Gerald Marcyk, said Saturday. That would make room
for about 25 times more transistors than are packed in today's
top-of-the-line Pentium 4.
The transistors would not be incorporated into processors
until 2007, Marcyk said. |
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June 11, 2001
Asia BizTech |
VIA Technologies Inc.'s Vice President Lee Tsung-jei revealed
at a performance presentation that the company would actively
lay out the value Internet architecture (VIA) to further boost
buying of PCs. That followed a forecast by Chen Wen-chi,
president of VIA, that sentiment in the chipmaking industry
will improve in the fourth quarter. VIA is the world's
second-largest designer of chipsets.
An increase in demand for PCs will also benefit VIA itself. |
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June 8, 2001
Electronic News |
Intel Corp. went “back to engineering basics” following last
year’s recall of the 1.13GHz Pentium III and Rambus-based
motherboards with a defective memory translator hub (MTH), a
company executive told Electronics Weekly, an e-inSITE
affiliate. “Some things were disappointing. They had their
roots—particularly in the motherboard issue—in the difficulty
of debugging and ramping up the RDRAM-based platform,” said
Paul Otellini, executive vice president and general manager of
the chipmaker’s (nasdaq: INTC) architecture group. “We’re in
the second generation now.” |
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By Steven Fyffe
June 8, 2001
Electronic News |
Rambus Inc. Wednesday posted on its web site a translation of
the recent court ruling from its SDRAM patent infringement
suit against Micron Technology Inc. in Monzo, Italy.
Electronic News previously reported Micron’s take on the case
(Micron Claims Court Victory Against Rambus, Electronic News,
May 28, 2001), which is that the ruling confirms Micron’s
SDRAM and DDR SDRAM products do not infringe on Rambus’
patents, according to Micron. The court documents were still
in the process of being translated at that time. Rambus
released a formal statement on the matter after Electronic
News completed its May 28 article on Micron’s comments. Rambus
at the time did not respond to repeated calls asking for
comment on Micron’s statements. |
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Truths...from the rumor mill |
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June 9, 2001
The Inquirer |
INTERGRAPH has decided to drop antitrust claims against Intel
but will pursue the firm for royalties over using its Clipper
technology. That follows a ruling by an appeal court which
dismissed antitrust claims Intergraph had made against Intel.
But, the company says, just because the antitrust deal had
failed, that will not prevent it pursuing the chip giant for
royalties - which could run into millions and millions
millions - for allegedly forcing it into giving its Clipper
technology without charging royalties. |
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By Mike Magee
June 8, 2001
The Inquirer |
THE GREAT AND THE GOOD from the world of financial analysis
queued up to hear Intel executive Andy Bryant deliver his
firm's mid-quarter shareholders report yesterday evening, UK
time. But although the analysts were asking the right
questions, Bryant gave practically nothing away whatever.
Indeed, if Intel had decided to use the time saying nothing,
it might have produced the same result.
Bryant, who is Intel's executive vice president of
financial services, made it plain right from the start that
his comments would be general, and in fact the blandness of
his comments were reflected in a press release issued by INTC
some hours before Bryant even spoke. |
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By Mike Magee
June 10, 2001
The Inquirer |
DISSATISFIED BY JUDGE PAYNE'S treatment and the jury's finding
that Rambus committed fraud, the firm has placed the grounds
that it feels a new trial should be heard on the investor
relations section of its Web site. This is a request for a
judgement as a matter of law (a JMOL) and differs from an
appeal, apparently. As Rambus' lawyers put it: "This is one of
the unusual cases in which a JMOL after verdict is proper and
necessary."
The platform for the JMOL has three planks: ... |
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By Mike Magee
June 8, 2001
The Inquirer |
TAIWANESE NEWSPAPER Digitimes said that Infineon forecasts
that double data rate (DDR) memory will not become a
mainstream memory type until 2003 and even then it will hold
only 50 per cent of the market. The newspaper reports that
SDRAM will continue to hold the lion's share for this year at
90 per cent, with Rambus RDRAM and DDR each garnering five per
cent share.
One of the reasons for Infineon's caution about DDR seems
to be a lack of products to support the memory type, says
Digitimes. But that situation will improve once Intel intros
its own Brookdale DDR chipsets -- due in Q1 of next year, as
reported here. |
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By Mike Magee
June 8, 2001
The Inquirer |
SOURCES AT INTEL have said the Firm plans to introduce a
memory translator hub (MTH) into its up-and-coming 870 chipset
for McKinley. That - it hopes - will allow the 870 to work
with both Rambus and DDR but engineers inside the Firm
maintain that it is likely to come a cropper for the same
basic reasons that caused two other versions of this
technology to fail.
The decision to intro an MTH, which cost Intel dearly in
terms of both prestige and revenue before, underlines a high
degree of internal politics about the future of DDR (double
data rate) memory versus Rambus within the firm. |
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By Mike Magee
June 9, 2001
The Inquirer |
WE HAVE NOW SEEN the most recent Intel desktop roadmaps which
confirm speed revs for the Pentium 4 intermediate between
1.5GHz and 2.0GHz, as reported on Akiba Pricewatch earlier
this week. That means Intel has also pushed back the 2GHz to
Q3, at least.
We believe the changes to the roadmaps are being made, at
least in the case of the Pentium 4 family, for marketing
rather than technical reasons. |