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July 26,
2001
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By John G. Spooner
July 25, 2001, 12:40 p.m. PT
Semiconductor Business News |
Intel has decided it's time for Rambus memory to stand on its
own. The chipmaker, as expected, has begun efforts to phase
out subsidies for PC makers using RDRAM, high-speed memory
based on designs by struggling chip company Rambus.
Intel says the subsidies, which include a rebate for PC
makers and a Pentium 4/RDRAM bundle, are no longer necessary
to lower prices and increase availability of RDRAM, which
initially was the only memory supported by the Pentium 4. |
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By Jack Robertson
July 24, 2001
EBN |
Intel Corp. Tuesday confirmed industry sources that it will
phase out its discount program of bundling Direct Rambus DRAMs
with its Pentium 4 processors to PC integrators and white box
makers. An Intel spokesman said the price premium of Direct
RDRAM memory has dropped sharply and Intel no longer needs the
bundling incentive to spur Pentium 4 sales. Up to this point,
Pentium 4 is supported solely by Rambus DRAM chips. |
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By Mark LaPedus
July 24, 2001
Semiconductor Business News |
Elpida Memory Inc. is backing all major DRAM architectures
right now: SDRAM, double-data-rate (DDR) SDRAM, and Rambus
Inc. But executives from the Japanese company believe that
SDRAMs and DDR SDRAMs will leave Rambus' RDRAMs in the dust
over time. Elpida--a joint DRAM venture between Japan's
Hitachi Ltd. and NEC Corp.--claims that the majority of its
DRAM shipments are based on the SDRAM architecture right now. |
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By Stephen Shankland
July 25, 2001
C/Net |
A group of Intel rivals is gaining steam in backing a new
standard for connecting various chips inside computers, but
Intel is plotting a major counterattack to solidify support
for its competing standard. In February, Intel archrival AMD
introduced a technology called HyperTransport to connect CPUs
to other chips handling tasks such as networking or
connections to the PCI data pathway. In a surprise move
Tuesday, Apple announced it's one of the eight companies in
charge of the newly-formed HyperTransport Technology
Consortium that will govern the technology and license it to
companies building it into their products. |
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July 24, 2001
Semiconductor Business News |
Advanced Micro Devices Inc. today officially kicked off its
expected consortium to support the company's HyperTransport
I/O Link, which is aimed at competing with Intel Corp.'s
64-bit microprocessor system bus architecture while delivering
up to 12.8 gigabytes-per-second transfer rates inside systems.
In the works for months, the HyperTransport Technology
Consortium consists of AMD, API Networks, Apple, Cisco, Nvidia,
PMC-Sierra, Sun Microsystems, and Transmeta. |
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July 24, 2001
Semiconductor Business News |
Isonics Corp. here has disclosed that Advanced Micro Devices
Inc. is studying the potential benefits of using silicon-28
wafer substrates to produce microprocessor products.
Silicon-28 material offers potential benefits in high-thermal
conductivity, according to Isonics, which has been developing
isotopically engineered wafers and chemicals for semiconductor
fabrication. Earlier this year, the Colorado company hinted
that a major microprocessor had become a development partner,
but it only last week did Isonics identify AMD as that
company. |
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Truths...from the rumor mill |
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By Mike Magee
July 24, 2001
The Inquirer |
FAMOUS INTEL INVESTOR Paul Engel - Hammer of AMD - has drawn
our attention to a piece on Van Smith's hardware site that
tells a tale of broken JPEGs and MPEGs. It appears that some
AMD Athlon and Duron chips are duff, said Paul, eager that our
devoted readers should learn of the glitch.
In fact, we believe we saw this story up on the Wide World
Web about a week ago, but as we know Mr Engel is concerned
about the state of AMD, we shall point to Van's piece here. |
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By Mike Magee
July 25, 2001
The Inquirer |
THE PRICE OF A RAMBUS share fell close to the $8 watermark
yesterday as the firm repeated that there were now more than
300 RDRAM systems available worldwide. At close of play on
Wall Street yesterday, RMBS stood at $8.30, quite a difference
from the $95 and above highs that used to characterise its
share price.
The heights and depths to which RMBS share plunged now seem
to have stabilised, with many analysts apparently now choosing
to ignore what once was a Wall Street darling stock. |
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By Tony Smith
July 25, 2001
The Register |
Details of SiS' official Pentium 4 chipset - as opposed to
VIA's unofficial one, see VIA Pentium 4 chipset ships to mobo
makers - have emerged on the Web over at Overclockers
Workbench. SiS' chipset, the SiS 645, comprises a
Northbridge part of the same name and a Southbridge called the
SiS 961. Connecting the two is a 533MBps bus.
The Northbridge supports PC333 and PC266 DDR memory and
PC133 SDRAM - up to 3GB of it. It connects to the P4 over a
400MHz frontside bus. Oh, and it supports an AGP 4x bus too. |
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July 24,
2001
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By Jack Robertson
July 23, 2001
EBN |
The race is on. Intel Corp. as early as next week is expected
to launch the 0.13-micron version of its Pentium III Tualatin
microprocessor, and in the process open a die-shrink
steeplechase with archrival Advanced Micro Devices Inc. The
stakes are immense for both companies. The move to a new
process generation promises significant advantages in terms of
increased processor performance, lower manufacturing costs,
and the ability to integrate a greater range of functions on
chip. |
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July 23, 2001
IT-Director |
The Register recently published results of a ring around top
PC vendors that demonstrate AMD has had astounding success in
putting their processors and technology into consumer PCs.
The article, by Linda Harrison, states that both Compaq and
IBM estimate 50% of their consumer PCs run on AMD, while HP
claim the fab Dresden all-stars account for 6 out of 20 of
their consumer sales.
All round this is pretty stunning news. AMD spent most of
the mid 90s on the wrong end of a kicking from Intel. With
share prices dropping and the writing being writ large in
weather-resistant poly-textured paint wherever you looked in
the releavant press, AMD made a gamble on quality. |
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July 23, 2001
Asia BizTech |
Casio Computer Co., Ltd. said it will introduce the
"CASSIOPEIA FIVA MPC-225," a version of the A5-size notebook
PC, "CASSIOPEIA FIVA." The new business-use PC comes
pre-installed with Windows 2000 Professional.
In addition to the features in existing models for
individual consumers, Casio added a recovery system that would
enable users to do a recovery from the hard disk without a
recovery CD-ROM in the event the OS cannot be started because
of system failure. The product will be market-priced and is
expected to be available in late August. |
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By Reuters
July 19, 2001
C/Net |
Transmeta, which designs power-saving chips for notebooks,
reported second-quarter results in line with reduced forecasts
as weak demand in Japan crimped sales. For the quarter that
ended June 29, Santa Clara, Calif.-based Transmeta posted a
loss of $69.3 million, or 54 cents a share, including charges.
That compares with a loss of $23.8 million, or 73 cents, in
the second quarter last year.
Sales rose to $10.5 million in the second quarter from
$354,000 in the same period last year but were down sharply
from $18.6 million last quarter. |
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Truths...from the rumor mill |
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By Mike Magee
July 23, 2001
The Inquirer |
ROADMAPS that the INQUIRER peeked at last week show that Intel
will kill its 100MHz system or front side bus (FSB) for
notebooks next year. The move to a 133MHz FSB will start in
the second quarter of next year, at which time all new speed
steps will cope with this bus speed.
By the same quarter, we will see 1.7GHz Northwood Pentium
4s, aimed at the so-called "full size notebook market", with
Intel moving that speed to 2GHz and over by the third quarter
2002. |
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By Mike Magee
July 21, 2001
The Inquirer |
THE LATEST WEEK 29 roadmaps seen by the INQUIRER show that
Intel's plans to kill off the Pentium III and bombard the
universe with Pentium 4s have hit a small snag called the
government. Indeed, as general manager Paul Otellini told
the financial community earlier this week, there is a plan to
accelerate pricing to make the Pentium 4 become as cheap as
$800 a system in this quarter.
And yes, the plan is to replace all Pentium III processor
based designs with Pentium 4 processor based designs. |
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By Mike Magee
July 20, 2001
The Inquirer |
NOW THAT WE'VE REVEALED La Intella's cunning plans in detail,
it's evident that its competitor AMD has an uphill struggle in
the second half of this year. Far from there being any letup
in the furious price action between AMD and Intel, it is
becoming increasingly obvious to us here at the INQUIRER that
the chip giant is opening up additional fronts in its bid to
stem the loss of market share. |
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By Mike Magee
July 20, 2001
The Inquirer |
INTEL HAS MADE a spirited defence of its little buddy Rambus
Ink, in a document designed to allay widespread concerns about
the future of RDRAM. Two days ago we reported that Intel
still officially views RDRAM memory as the choice for its top
end Pentium 4 systems and will incorporate future Rambus
technology in its "Tulloch" chipset, to be unveiled in Q3 next
year. |
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By Tony Smith
July 20, 2001
The Register |
Intel's Pentium III may be all but dead on the desktop, but it
apparently has along life ahead of it in the mobile market.
The chip giant is preparing a Mobile Pentium 4 for release in
February 2002 which may eventually push the Mobile Pentium III
out of the mainstream. But the chip will live on, in Banias,
Intel's second attempt at building a system-on-a-chip part. |
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By Fuad Abazovic
July 19, 2001
The Inquirer |
IT'S NOT A HUGE SURPRISE that Via has a lot of interest in
integration. This led to some good chipsets and really
interesting North and South bridges. As Via now owns Cyrix
processors, IDT which used to make WinChip processors and S3,
it seems like the plucky Taiwanese outfit is moving one step
further in its passion for integration. Matthew is an on
chip solution that includes all that you need to have a
functional system. This will for the first time introduce a
CPU, a graphics chip and a chipset all on a single chip. |
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By Tony Smith
July 20, 2001
The Register |
With the news that Intel will be officially unveiling its 0.13
micron Mobile Pentium III-M (aka Tualatin) on 30 July - just
over a week away - followed by price cuts to the Mobile line
on 16 September, it's time to revisit the chip giant's mobile
roadmap. Despite the major dash forward shown by Intel's
desktop release schedule, the mobile roadmap remains
relatively unchanged. O.13 micron parts will appear as will
0.18 micron Coppermine-T parts, but the former will come to
dominate chip launches by early next year, replace first
Coppermines then the more advanced Coppermine-Ts. |
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By Mike Magee
July 23, 2001
The Inquirer |
Ace's Hardware cunningly avoids comparing the Itanium
processor with a ship called the Itanic in this in-depth piece
headed:Itanium: Titan or Titanic? Ace's takes a long hard look
at the architecture compared to Intel's most hated competitor,
Sun. This piece is well worth a look. And just to show that
Intel does indeed ship fantastic IA-64 products, here on the
left is an Itanium pen the outfit gave us last week that
spookily glows in the dark when you start writing. These pens
are useful to hacks trying to scribble down stuff when the
lights go down, of course. |