Andrew Cuomo, the governor of New York, announced on Tuesday $4.4bn of investments involving chipmakers that would make his state “the epicentre for the next generation of computer chip technology”. Silicon Valley may be surprised to hear it has been dethroned and, cutting through the political point-scoring, the real significance here for semiconductors seems to be a readiness of the main players to cooperate on moving to the next-generation of silicon wafers. Read more
Taiwan’s Asus has been a keen early supporter of Intel’s ‘Ultrabooks’, with chairman Jonney Shih appearing on stage with Sean Maloney, head of Intel China, to make the announcement and show off the first model in May.
The vision was for these thin, responsive notebooks to revolutionise the traditional PC industry, which has come under increasing challenge from smartphones and tablets. Intel’s ambition is for ultrabooks to make up 40 per cent of the consumer notebook PC market by the end of next year.
Yet the reality, Asus’ chief executive Jerry Shen said on Friday, is that a 40 per cent share is “a very aggressive target that would be difficult to meet before 2013”. Read more
If worldwide shipments of PCs rose only 2.3 per cent in the last quarter, according to the Gartner research firm, what accounted for Turkey and Indonesia’s comparatively stratospheric growth of more than 70 per cent?
Paul Otellini, Intel chief executive, ran through the impressive figures from emerging markets during the chipmaker’s earnings call on Wednesday and Stu Pann, a vice president in sales and marketing, added some extra colour on Thursday. Read more
Intel announced a breakthrough for its Atom processors at The Cable Show in Chicago this week, with the operator Comcast including them in its set-top boxes for the first time. However, it appears Comcast is going back to a previous processor generation for its device, casting doubt on whether this is quite the advance that Intel claims. Read more
In the latest salvo in a continuing battle between former allies, Hewlett-Packard on Wednesday filed suit against Oracle over the latter’s announced refusal in March to keep making new versions of its database software for HP servers based on the Itanium chip. But it is hard to know whether the case has much hope. Read more
Laptops are becoming interesting for Arm again, admits its president Tudor Brown, despite the bevy of increasingly powerful Arm-based tablet models shown at this year’s Computex. Read more
Intel’s vision of a new category of ‘Ultrabooks’ that would revolutionise the consumer PC industry has won over at least one important convert.
Speaking at a separate press conference just minutes after Intel’s keynote speech, Ray Chen, president of Taiwan’s Compal, the world’s second-biggest contract PC maker, praised the idea of Ultrabooks and said it would “ignite the next wave of laptop replacements” next year when those new models come onto the market. Read more
Intel is moving one of its most senior executives to China, with the country set to become the largest PC market in the world next year. Sean Maloney, one of four executive vice presidents below chief executive Paul Otellini, will take up the new post of chairman of Intel China and is to be Intel’s keynote speaker at the big Computex trade show in Taiwan next week. Read more
Intel is predicting a reinvention over the next two years of the consumer PC – a core market for the world’s biggest chipmaker – as it battles competition from smartphones and tablets.
Speaking at the company’s analyst meeting on Tuesday, Paul Otellini, chief executive, said that the PC would become a higher performance mainstream-priced, touch-enabled device that would not compromise on features such as thinness, instant-on capabilities, permanent internet connectivity and all-day battery life. Read more
Nvidia’s acquisition of Icera on Monday for $367m completes the chipmaker’s transition from a PC-focused graphics chipmaker to one built to challenge in the post-PC world that Apple likes to talk about so much.
It also deals another blow to Texas Instruments, once the leading wireless chipmaker but now one that prefers to emphasise its strength in analogue chips. Read more