Part One A long and complex story
By Charlie Demerjian: Monday, 01 September 2008
NVIDIA HAS RECENTLY been saying a lot about how it's chips are not bad, and giving people reasons about why the problem is contained. Unfortunately, these disingenuous half-truths don't stand up to an explanation of why this problem is happening. The problem is extremely complex and defies a simple explanation. It involves multiple poor choices, multiple engineering failures, and likely a few bad accounting choices. This piece could also have been entitled: "More than you ever wanted to know about bumping, and then some: How not to do things". But we will simplify the science and technical details as much as possible to make it accessible, so some things may be oversimplified. The defective parts appear to make up the entire line-up of Nvidia parts on 65nm and 55nm processes, no exceptions. The question is not whether or not these parts are defective, it is simply the failure rates of each line, with field reports on specific parts hitting up to 40 per cent early life failures. This is obviously not acceptable.
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Part Two -- Why Nvidia's duff chips are due to shoddy engineering can be found here-->Link
Monday, September 1, 2008
Times are Good for Storage Vendors
By Jon Brodkin, Sep 1, 2008
The storage market is thriving despite a tough economy, as exploding digital information growth has forced customers to add more capacity and upgrade to newer storage systems that are faster and more efficient, analysts say. "It's a lot easier for customers to put off the purchases of servers, some software and applications, and even desktops than it is to put off storage purchases," says Charles King of the Pund-IT analyst firm. "Once a company moves into the digital world ... information just piles up. You've got to have some place to put it." Worldwide disk storage shipments will double in capacity every two years through 2012, the analyst firm IDC predicts. Spending on disk storage is expected to top $34 billion four years from now. The most important force behind this growth is "the emergence of content-rich business applications in areas such as telecommunications, media/entertainment, and Web 2.0," IDC reports.
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The storage market is thriving despite a tough economy, as exploding digital information growth has forced customers to add more capacity and upgrade to newer storage systems that are faster and more efficient, analysts say. "It's a lot easier for customers to put off the purchases of servers, some software and applications, and even desktops than it is to put off storage purchases," says Charles King of the Pund-IT analyst firm. "Once a company moves into the digital world ... information just piles up. You've got to have some place to put it." Worldwide disk storage shipments will double in capacity every two years through 2012, the analyst firm IDC predicts. Spending on disk storage is expected to top $34 billion four years from now. The most important force behind this growth is "the emergence of content-rich business applications in areas such as telecommunications, media/entertainment, and Web 2.0," IDC reports.
Read more here -->Link
Nvidia has 16 percent of Intel chipsets
Biggest after Intel
by Fuad Abazovic , September 1, 2008
We’ve learned that Intel holds 70+ percent of the chipset market for its own CPUs. That is not that surprising as much as that ATI / AMD still hold about 8 percent of the total market. This is a chipset and market share doomed to extinction and Nvidia hopes to capture some more of that market. In Q2 of 2008 Nvidia held around 16 percent of the total market which is a quite large number considering that Intel is in some 75 percent of world’s machines. Nvidia doesn’t want to lose this and this is what this whole fight is all about. The only thing that Nvidia currently has and Intel doesn’t is SLI and once it loses the control over it, Nvidia’s chipset loses its mojo.
Read more here -->Link
by Fuad Abazovic , September 1, 2008
We’ve learned that Intel holds 70+ percent of the chipset market for its own CPUs. That is not that surprising as much as that ATI / AMD still hold about 8 percent of the total market. This is a chipset and market share doomed to extinction and Nvidia hopes to capture some more of that market. In Q2 of 2008 Nvidia held around 16 percent of the total market which is a quite large number considering that Intel is in some 75 percent of world’s machines. Nvidia doesn’t want to lose this and this is what this whole fight is all about. The only thing that Nvidia currently has and Intel doesn’t is SLI and once it loses the control over it, Nvidia’s chipset loses its mojo.
Read more here -->Link
Commodore joins Netbook crowd
by Leslie Katz September 1, 2008
Gadget watchers on the tubes are atwitter with news that Commodore--it of iconic '80s C64 and Amiga fame--is making a decidedly 2008 move by joining the nascent but red-hot Netbook market. The company's UMMD 8010/F, announced at the IFA consumer show in Berlin, will sport a 1.6GHz Via C7-M processor and will have an 80GB hard drive, 1GB of RAM, 802.11b/g Wi-Fi, and optional Bluetooth. The machine will have 10-inch display and a 1.3-megapixel camera. Prices are expected to start at $610. In making the Netbook play, Commodore adds to the fast-growing new category of small, cheap laptops exemplifed by Asus' Eee PC. With low-power processors, and tiny screens and keyboards, most Netbooks available today aren't good for much more than surfing the Web, checking e-mail, working on office documents, and maybe a little minor multimedia playback--though those tasks do comprise a bulk of what most people do on their laptops.
Read more here -->Link
Gadget watchers on the tubes are atwitter with news that Commodore--it of iconic '80s C64 and Amiga fame--is making a decidedly 2008 move by joining the nascent but red-hot Netbook market. The company's UMMD 8010/F, announced at the IFA consumer show in Berlin, will sport a 1.6GHz Via C7-M processor and will have an 80GB hard drive, 1GB of RAM, 802.11b/g Wi-Fi, and optional Bluetooth. The machine will have 10-inch display and a 1.3-megapixel camera. Prices are expected to start at $610. In making the Netbook play, Commodore adds to the fast-growing new category of small, cheap laptops exemplifed by Asus' Eee PC. With low-power processors, and tiny screens and keyboards, most Netbooks available today aren't good for much more than surfing the Web, checking e-mail, working on office documents, and maybe a little minor multimedia playback--though those tasks do comprise a bulk of what most people do on their laptops.
Read more here -->Link
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