Xilinx made $3.06 billion in 2019
Published in Cloud
Thursday, 02 May 2019 10:17

Xilinx made $3.06 billion in 2019


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.

AMD in PlayStation 5 is no surprise
Published in Graphics
Thursday, 02 May 2019 09:13

AMD in PlayStation 5 is no surprise


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.

Qualcomm announces 75 5G designs
Published in Mobiles
Thursday, 02 May 2019 08:49

Qualcomm announces 75 5G designs


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.

Analysis: Qualcomm settles with Apple
Published in Mobiles
Tuesday, 30 April 2019 12:29

Analysis: Qualcomm settles with Apple


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.

Gyrfalcon Technology offers IP licensing
Published in AI
Tuesday, 30 April 2019 10:52

Gyrfalcon Technology offers IP licensing


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. 

Xilinx to acquire Solarflare
Published in Network
Tuesday, 30 April 2019 10:29

Xilinx to acquire Solarflare


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.

Elon Musk says Lidar is fool’s gold
Published in Transportation
Monday, 29 April 2019 12:22

Elon Musk says Lidar is fool’s gold


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.

Intel didn’t meet Apple 5G chip deadline
Published in Mobiles


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.

Qualcomm announces AI datacenter Cloud AI 100 SoC
Published in AI


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.

Late 2019, early 2020 high-end mobile chips will be 7nm
Published in Mobiles


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.