Nvidia has announced the manufacturing of a new “Grace” server processor chip that will be based on technology from Arm. The new chip will be pitting it against direct competition with Intel. Further, it will also add a layer of complexity to the antitrust review of Nvidia’s $40 bn acquisition of Arm. Intel is the world’s biggest maker of central processors and Nvidia will be the largest chip firm, so far, to challenge its dominance,
Chinese technology company Xiaomi will unveil a new self-developed computer chip on March 29. The announcement was made on Friday on Xiaomi’s official Weibo account, a Chinese Twitter-like social media platform. No details of the yet to be launched chip are available so far. The announcement has come at a time when Xiaomi is diversifying its revenue streams from the smartphone business having razor-thin profit margins.
Qualcomm CEO Steve Mollenkopf, while speaking remotely at the China Development Forum event, said that chip shortages, which has caused disruptions across several industries worldwide, is easing up. Mollenkopf said that the demand for older chips is easy to fulfil. The demand for chips has soared during the past few months, panic buying further added to the shortage leading to the rise in costs of all types of microchips.
The forecast for the Q1 revenue of Nvidia is excellent owing to the high demand for its gaming chips which remains in tight supply. CFO Colette Kress said, cryptocurrency mining has contributed approx. between $100 mn and $300 mn in sales in Q4. Nvidia also plans to start shipping software with gaming chips that slow down the ability to mine some currencies and later release a mining-specific chip, to discourage miners from using gaming chips.
Samsung Electronics said that it has begun the mass-production of a power-efficient SSD for data centres. The SSD has a power efficiency that will reduce operating costs for data centres and improved security solutions. The South Korean company said that “PM9A3E1.S” is the first data centre-use SSD product based on sixth-generation V-NAND chips. It also has a 50% improvement compared to its previous PM983aM.2 as it supports 283 (MB/s) per watt.
MediaTek launched a new 5G chip with the aim to gain market share in the United States. The new chip called the M80 will also support what is called millimetre-wave tech. The technology is used by USA telecom carriers such as Verizon Communications, which uses the name “5G Ultra-Wideband” for the service. Qualcomm is currently the dominant supplier of chips in the millimetre wave tech, with its chips used in Apple’s iPhone 12.
Advanced Micro Devices beat quarterly revenue estimates and forecast strong 2021 sales on rising in demand of chips used in PCs, data centres and gaming consoles from firms and individual adapting to WFH. AMD projected Q1 revenue to be about $3.2 bn, plus or minus $100 mn, compared to analysts’ average estimate of $2.74 bn, according to Refinitiv. AMD forecast 2021 sales of $13.37 bn, is also above analysts’ estimates of $12.28 bn.
Samsung to build a plant in Texas, the USA with an investment of $10 bn to manufacture a new logic chip of 3nm processor by using ultraviolet lithography tech. The company might invest $116 bn in the next 10 years into non-memory chips. It’s semiconductor business invested $26 bn in 2020 into memory business which is lower than its rival company TSMC, which invested $28 bn in 2020. Samsung might face massive competition from TSMC.
Intel said that it would ramp up the production of a new data centre chip in the Q1 and a new generation of chipmaking tech would become a key part of its output this year. “Ice Lake” server chips made on the 10-nanometer process would start ramping up production this quarter with the introduction of 50 new processor designs for PCs, 30 of those using the new 10-nanometer tech. It would also work on a lidar sensor, a laser-based device for vehicles to obtain a 3D view of the road.