CEO Victor Peng made the difference
Xilinx announced that at the end of its fiscal year 2019 the company reached record revenues of $3.06 billion for the fiscal year 2019, up 24 percent from the previous fiscal year. The three pillar strategy is playing out, with the data center first but it is clear that the company has AI, networking and 5G well embedded in its roadmap.
We knew it five + years ago
The story is straightforward. Ever since Playstation One, Sony didn’t want to use Nvidia for various reasons nor did Nvidia wantto settle for low console margins offered by Sony.
In May 2019
The 5G networks around the world have just started booting up and Qualcomm’s President Cristiano Amon was happy to tell us that there are 75 5G design wins in the pipeline.
Will make 5G iPhone and end uncertainty
The surprising development and announcement that Qualcomm and Apple have settled at the right time one of the nastiest boxing matches has begun in front of the San Diego court. Intel announced that it would exit the 5G smartphone modem dream while Qualcomm stepped in.
GTI AI technology to your SoC
Gyrfalcon Technology is a chip innovator targeting the industry densest AI inference accelerators on a custom SoC design. Now it's opened to IP licensing modem for greater customization for AI chips from edge to cloud. The company own the IP making it more attractive that some of the other players in the market.
SmartNIC meets FPGA / smart accelerator growth
Xilinx under Victor Peng has managed to step up the game and take the company to a new high. Part of its data center first, AI and 5G strategy is where the acquisition of smartNIC manufacturer Solarflare fits perfectly.
Lidars are unnecessary
Tesla has shared a vast amount of details about its FSD (Full Self Driving) dual SoC 14nm computer and said that the 12 ARM core chip has a modest GPU, a custom neural network compute part, while the SoC packs 250 million gates, 6 billion transistors at 260 mm2. More importantly, Elon addressed Tesla’s apparent desire to stay away from Lidars.
That is why they walked away
In the last two weeks, there was much discussion about the possible reasons for Intel to walk away from 5G smartphone modems. The real reason is straightforward, the tape out of the 5G smartphone chip was not successful, and it would not be there in time for the 2020 iPhone. Another critical point was that Intel hasn’t made money on smartphone modems either.
Series of products in 2020
Last week Qualcomm announced a Cloud AI 100 data accelerator targeting future AI loads in big data centers. Facebook and Microsoft seem to be interested as they presented at the Qualcomm AI events in San Francisco.
Huawei, Qualcomm, Apple
TSMC has announced that it is doing a test production of 5nm EUV chips, but real production starts in 2020. A long-term investigation leads us to believe that most chips launching in the latter part of this year or early next year will, unlike the UK, remain on 7nm.