Advanced Micro Devices, Intel’s smaller microprocessor rival, is backing up chip industry earnings reports of a recovery in the second quarter and a seasonally stronger second half to come.
Like Intel, AMD saw strong sales of its mobile chips and growth in Asia. But it reported sales were flat in the US and gross margins suffered as it tried to clear out older 65-nanometre chips and its factories remained underutilised. It is still short of its break-even target and the Q2 loss of $330m sent shares down 13 per cent in extended trading.
Moore’s Law has been proven for more than 40 years as the chip industry has gone on making smaller chips at lower costs. Their improved performance has driven consumer demand, which has funded the big investments needed in new equipment for volume production.
Our Silicon Showdown series today looks at the current debate about the economic rather than scientific limits of Moore’s Law. But there is an addendum about the economics if the industry actually moves up a size. Read more
Jerry Maguire, the fictional sports agent played by Tom Cruise, summed up well the spirit of Taiwan Semiconductor Manufacturing Company’s new Open Innovation Platform initiative.
“Help me . . . help you,” Mr Maguire implored his one remaining client in the 1996 film.
Morris Chang, founder and recently chief executive again of the world’s biggest contract chip maker, has a far larger network of customers than Mr Maguire but found himself preaching the same message this week when he addressed clients at TSMC’s annual technology symposium.
“We don’t want to play a zero-sum game with our clients”, the 77 year-old Mr Chang told them. Read more