Renesas Unveils the First Generation of Own 32-bit RISC-V <span style='color:red'>CPU</span> Core Ahead of Competition
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Renesas Unveils the First Generation of Own 32-bit RISC-V CPU Core Ahead of Competition

　　TOKYO, Japan ― Renesas Electronics Corporation (TSE:6723), a premier supplier of advanced semiconductor solutions, announced today that it has designed and tested a 32-bit CPU core based on the open-standard RISC-V instruction set architecture (ISA). Renesas is among the first in the industry to independently develop a CPU core for the 32-bit general-purpose RISC-V market, providing an open and flexible platform for IoT, consumer electronics, healthcare and industrial systems. The new RISC-V CPU core will complement Renesas’ existing IP portfolio of 32-bit microcontrollers (MCUs), including the proprietary RX Family and the RA Family based on the Arm® Cortex®-M architecture.　　RISC-V is an open ISA which is quickly gaining popularity in the semiconductor industry, due to its flexibility, scalability, power efficiency and open ecosystem. While many MCU providers have recently created joint investment alliances to accelerate their development of RISC-V products, Renesas has already developed a new RISC-V core on its own. This versatile CPU can serve as a main application controller, a complementary secondary core in SoCs, on-chip subsystems, or even in deeply embedded ASSPs. This positions Renesas as a leader in the emerging RISC-V market, following previous introductions of its 32-bit voice-control and motor-control ASSP devices, as well as the RZ/Five 64-bit general purpose microprocessors (MPUs), which were built on CPU cores developed by Andes Technology Corp.　　“Renesas takes pride in offering embedded processing solutions for the broadest range of customers and applications,” said Daryl Khoo, Vice President of the IoT Platform Division at Renesas. “This new core extends our leadership in the RISC-V market and uniquely positions us to deliver more solutions that accommodate a diverse range of requirements.”　　“We congratulate Renesas on achieving its recent milestone in 32-bit RISC-V MCU architecture development,” said Calista Redmond, CEO at RISC-V International. “This achievement exemplifies how RISC-V ecosystem partners, such as Renesas, are rapidly advancing RISC-V innovation. Our RISC-V community now spans 70 countries with more than 4,000 members, and we eagerly anticipate further innovations emerging from this dynamic, expanding market.”　　The Renesas RISC-V CPU achieves an impressive 3.27 CoreMark/MHz performance, outperforming similar architectures on the market. It includes extensions to improve performance, while reducing code size.　　Renesas is sampling devices based on the new core to select customers, with plans to launch its first RISC-V-based MCU and associated development tools in Q1 2024. Details of the new MCU will be published at that time. More information about RISC-V solutions is available at: renesas.com/risc-v. A blog article about the new RISC-V CPU is available here.　　Renesas MCU Leadership　　The world leader in MCUs, Renesas ships more than 3.5 billion units per year, with approximately 50% of shipments serving the automotive industry, and the remainder supporting industrial and Internet of Things applications as well as data center and communications infrastructure. Renesas has the broadest portfolio of 8-, 16- and 32-bit devices, delivering unmatched quality and efficiency with exceptional performance. As a trusted supplier, Renesas has decades of experience designing smart, secure MCUs, backed by a dual-source production model, the industry’s most advanced MCU process technology and a vast network of more than 200 ecosystem partners.　　About Renesas Electronics Corporation　　Renesas Electronics Corporation (TSE: 6723) empowers a safer, smarter and more sustainable future where technology helps make our lives easier. The leading global provider of microcontrollers, Renesas combines our expertise in embedded processing, analog, power and connectivity to deliver complete semiconductor solutions. These Winning Combinations accelerate time to market for automotive, industrial, infrastructure and IoT applications, enabling billions of connected, intelligent devices that enhance the way people work and live.　　Follow us on LinkedIn, Facebook, X, YouTube, and Instagram.　　(Remarks) Arm, Arm Cortex are trademarks or registered trademarks of Arm Limited in the EU and other countries. All names of products or services mentioned in this press release are trademarks or registered trademarks of their respective owners.
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Release time：2023-12-08 17:06 reading：2165 Continue reading>>
Loongson Unveils 3A6000 <span style='color:red'>CPU</span>, Aims to Match Intel’s Advanced Process in Next Phase
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Loongson Unveils 3A6000 CPU, Aims to Match Intel’s Advanced Process in Next Phase

　　Loongson Technology Corp Ltd, unveiled its latest domestic CPU, Loongson 3A6000, on November 28th in Beijing, China. Notably, this CPU is entirely based on Chinese in-house design, free from reliance on any foreign licensed technology. During the product launch, Weiwu Hu, the chairman of Loongson, announced that next phase will utilize mature processes to achieve performance comparable to Intel’s advanced process, reported by CTEE.　　Loongson 3A6000 adopts a China domestic instruction set architecture(ISA), showcasing China’s capability to self-develop a new generation CPU, as reported by CCTV News. This CPU can run various cross-platform applications, catering to the needs of diverse large and complex desktop scenarios.　　The release of the Loongson 3A6000 signifies a pivotal milestone, highlighting China’s achievement in self sufficiency and product performance, bringing it on par with international mainstream products.　　According to Mydrivers.com, test results indicate that the overall performance of the Loongson 3A6000 processor is comparable to Intel’s 10th Gen Core quad-core processor launched in 2020. Notably, the Loongson 3A6000 is built on the self-developed ISA “LoongArch,” showcasing complete independence from foreign licensing, from top-level structure to ISA and application binary interface (ABI) standards.　　In terms of core performance, the Loongson 3A6000 boasts a main frequency of 2.5GHz, supports 128-bit vector extension (Loongson SIMD eXtension, LSX), and 256-bit advanced vector extension (Loongson Advanced SIMD eXtension, LASX). It also supports simultaneous multi-threading technology (SMT2), featuring a total of 8 logical cores on the entire chip.　　Hu highlighted that the 3A6000 has charted a path based on mature processes, optimizing performance through design. This achievement marks comparable performance with Intel and AMD under relatively weaker process conditions. The next step involves continuing to use mature processes to achieve performance levels on par with Intel’s advanced technology.　　Regarding the upcoming Loongson 3B6000, Hu mentioned during the third-quarter earnings briefing that Loongson is strategically focused on enhancing efficiency, aiming to reach or approach the performance level of Apple’s CPU for each GHz.
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Release time：2023-11-29 14:09 reading：1142 Continue reading>>
Intel’s Next Gen <span style='color:red'>CPU</span> to Produce at TSMC with 3nm in First Half of Next Year
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Intel’s Next Gen CPU to Produce at TSMC with 3nm in First Half of Next Year

　　Intel’s upcoming Lunar Lake platform has entrusted TSMC with the 3nm process of its CPU. This marks TSMC’s debut as the exclusive producer for Intel’s mainstream laptop CPU, including the previously negotiated Lunar Lake GPU and high-speed I/O (PCH) chip collaborations. This move positions TSMC to handle all major chip orders for Intel’s crucial platform next year, reported by UDN News.　　Regarding this news, TSMC refrained from commenting on single customer business or market speculations on November 21st. Intel has not issued any statements either.　　Recent leaks of Lunar Lake platform internal design details from Intel have generated discussions on various foreign tech websites and among tech experts on X (formerly known as Twitter). According to the leaked information, TSMC will be responsible for producing three key chips for Intel’s Lunar Lake—CPU, GPU, and NPU—all manufactured using the 3nm process. Orders for high-speed I/O chips are expected to leverage TSMC’s 5nm production, with mass production set to kick off in the first half of next year, aligning with the anticipated resurgence of the PC market in the latter half of the year.　　While TSMC previously manufactured CPUs for Intel’s Atom platform over a decade ago, it’s crucial to note that the Atom platform was categorized as a series of ultra-low-voltage processors, not Intel’s mainstream laptop platform. In recent years, Intel has gradually outsourced internal chips, beyond CPUs, for mainstream platforms to TSMC, including the GPU and high-speed I/O chips in the earlier Meteor Lake platform—all manufactured using TSMC’s 5nm node.　　Breaking from its tradition of in-house production of mainstream platform CPUs, Intel’s decision to outsource to TSMC hints at potential future collaborations. This move opens doors to new opportunities for TSMC to handle the production of Intel’s mainstream laptop platforms.　　It’s worth noting that the Intel Lunar Lake platform is scheduled for mass production at TSMC in the first half of next year, with a launch planned for the latter half of the year, targeting mainstream laptop platforms. Unlike the previous two generations of Intel laptop platforms, Lunar Lake integrates CPU, GPU, and NPU into a system-on-chip (SoC). This SoC is then combined with a high-speed I/O chip, utilizing Intel’s Foveros advanced packaging. Finally, the DRAM LPDDR5x is integrated with the two advanced packaged chips on the same IC substrate.
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Release time：2023-11-22 11:18 reading：1677 Continue reading>>
Qualcomm and Other Major Players Unveil New Arm-Based Processors, Targeting a Slice of the PC <span style='color:red'>CPU</span> Market
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Qualcomm and Other Major Players Unveil New Arm-Based Processors, Targeting a Slice of the PC CPU Market

　　During the Snapdragon Summit 2023 in October, Qualcomm made a big announcement by introducing the Snapdragon X Elite chip, built on TSMC’s cutting-edge 4nm process. Qualcomm’s claim is bold; they assert that the chip will deliver superior performance compared to Intel’s x86 architecture and Apple’s M2 chip. Simultaneously, towards the end of October, Apple revealed its own Arm-based M3 chip. Notably, semiconductor giants AMD and NVIDIA are rumored to be exploring the development of new PC processors on the Arm architecture. The future outlook suggests that Arm-based processors may gradually cut in the market share traditionally held by x86 architecture processors.　　TrendForce’s Insights:　　Qualcomm’s New PC Processor Poised to Expand the Arm-Based PC Processor Market　　Following Intel’s September 2023 Meteor Lake processor release, Qualcomm introduced the Snapdragon X Elite, its latest Arm-based PC processor in October. This chip leverages TSMC’s advanced 4nm technology. Qualcomm is forging partnerships with Taiwanese heavyweights such as Quanta, Compal, Wistron, Acer, Asus, Realtek, Nuvoton and others, aiming to secure a foothold in the CPU market within the PC supply chain. This collaborative effort is expected to yield new PC products hitting the market in 2024.　　As of 2023, Arm commands approximately 11% of the market share. Apple, a pioneer in PC chips built on the Arm architecture, has seen success with the release of three generations of processors since the 2020 debut of M1 chip.　　With Qualcomm entering the Arm architecture group, AMD also intends to step into Arm architecture with the upcoming Phoenix processor, set for launch in 2025. There are also whispers of NVIDIA partnering with MediaTek to develop a chip processor featuring SoC+GPU capabilities on the Arm architecture, with an initial focus on ChromeBook market, where MediaTek boasts years of experience.　　In the PC market, significant factors include processor development timelines, product performance, power efficiency, extended battery life, and compatibility with software and hardware. High-end CPUs and GPUs have become indispensable components for high-end computers. Currently, Intel leads the CPU market, with AMD following closely in the x86 landscape. As more companies delve into the development of Arm-based processors, there is potential for them to carve a share from the x86 market in the future.　　Arm Architecture Processors Gain Momentum, Intel Focusing on AI Software Application Processor Development　　Apple’s M-series chips demonstrate their efficiency and extended battery life. Microsoft recognizes the advantages of the Arm architecture and is dedicated to fostering a strategic collaboration for Windows on Arm. This collaboration involves integrating operating systems with processors to attract leading manufacturers to engage in Arm-based processor development, aligning with the growing demands for AI PCs.　　In the realm of x86 architecture, Intel enjoys a dominant position in the CPU market. To tap into the opportunities arising from AI PCs, Intel has integrated AI acceleration engine features into its processors, introducing a new generation of AI application processors that combine CPU, GPU, and NPU (Neural Processing Unit) functionalities. This caters to the growing demand for generative AI applications in enterprise mobile PCs. Furthermore, Intel has joined forces with major laptop brands to launch new AI PCs, aiming to seize a substantial share of the market.　　As momentum grows in Arm-based processor development, Intel maintains confidence that their immediate effect on the demand for x86 architecture processors will be restrained. It is unlikely to hinder Intel’s continuous advancement in developing new processors. Unlike competitors concentrating on Arm architecture processor development, Intel places a stronger focus on AI software applications and the market opportunities arising from its partnership with the Microsoft platform.
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Release time：2023-11-07 14:45 reading：1655 Continue reading>>
Top 10 Processors <span style='color:red'>CPU</span> and GPU Chip Companies in China
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Top 10 Processors CPU and GPU Chip Companies in China

　　China is home to some of the leading processor chip manufacturers in the world. These companies are responsible for producing some of the most advanced and innovative CPU, GPU, FPGA, and ASIC chips available on the market. In this article, we will be discussing the top 10 processor chip companies in China. Let’s get started!　　1、Unigroup Guoxin Microelectronics Co., Ltd.　　Unigroup Guoxin Microelectronics Co., Ltd. focuses on the design and development of integrated circuits chips. It is a leading provider of integrated circuit chip products and solutions. Its products and applications are all over the world. Its core business areas such as chips, safe independent FPGA, power semiconductor devices, and ultra-stable crystal frequency devices have formed a leading competitive situation and market position.　　2、Hygon information Technology Co., Ltd.　　Hygon information Technology Co., Ltd. was established in 2014. It is mainly engaged in the research and development of computing chip products and systems such as high-end processors and accelerators. It aims to become a world-class chip company and provide core computing engines for Digital China.　　3、Amlogic(Shanghai) Co., Ltd.　　Amlogic is a world leading fabless semiconductor company that specializes in the design, development and application of high-performance, multimedia system-on-chip (SoC). As a result of its cutting-edge technologies and best-in-class solutions, it has actively expanded into new areas including smart vision, wireless connectivity and automotive electronics, ushering in a new era of smart life.　　By providing complete turnkey solutions in combination with industry-leading software and hardware technologies, including UHD multimedia processing, content security protection, advanced CPU and GPU, customers can rapidly optimize and develop market-leading products with state-of-the-art performance and power consumption.　　4、Hunan Goke Microelectronics Co., Ltd.　　Established in 2008, Goke Microelectronics Co., Ltd. has its headquarters in Changsha and subsidiary offices in Chengdu, Shanghai, Shenzhen, Beijing and Changzhou.GOKE spends more than 20% of its annual revenue on research and development.　　GOKE is committed to developing mass-volume integrated circuit solutions for storage,smart set-top boxes and IOT. It has introduced a series of products with in-house IP. These include ASICs and SOCs that incorporate the NDS advanced security decoder, the H.265 high-definition codec, high-performance acoustic processor, enterprise solid-state drive controller.　　5、Shanghai Fullhan Microelectronics Co., Ltd.　　Fullhan Microelectronics was established in April 2004 and focus on video semiconductor design.The mission of Fullhan is providing the most competitive chips and solutions for video products.　　Fullhan provides H.264 codec SoC,image signal processor IC and various solutions of video products.　　Fullhan works closely with solution providers and equipment manufacturers from domestic and worldwide to provide high performance, cost-effective products and services, increase market shares and achieve substantial business success.　　6、Shanghai Anlogic Infotech Co., Ltd.　　Shanghai Anlogic Infotech Co., Ltd. founded in November 2011, is a leading integrated circuit design company in China.　　The company has the independent research and development capabilities of FPGA chip hardware and FPGA compilation software, focusing on the development of general programmable logic chip technology and system solutions. The SALPHOENIX® high-performance product series, SALEAGLE® high-efficiency product series, SALELF® low-power product series and SALSWIFT® system chip series FPSoC® produced by the company have been successfully used in industrial control, consumer electronics, medical equipment, and networks with excellent quality. communications and other fields.　　7、Rockchip Electronic Co., Ltd.　　Rockchip Electronics Co., Ltd., established in 2001, is headquartered in Fuzhou, with branches and subsidiaries in Shenzhen, Shanghai, Beijing, Hangzhou, and Hong Kong. Rockchip is a leading fabless IC design company that focuses on Intelligent IoT.　　Rockchip specializes in SoC design, analog circuit chip design, and algorithm research. It has extensive experience in processor and analog-digital mixed chip design, multimedia processing, image algorithm. Rockchip has expertise in system software development. In addition to processor chips, it also provides full solutions including PMICs, analog-digital mixed chips, optoelectronic products, and development boards.　　8、Allwinner Technology Co., Ltd.　　Allwinner Technology, founded in 2007, is an outstanding designer dedicated to intelligent application SoC, high performance analog component and wireless connectivity IC. It is headquartered in Zhuhai China, with other R&D centers and offices in Shenzhen, Xi’an,Shanghai,Chengdu,Hengqin,Guangzhou,Beijing and HongKong,.　　Motivated by customer-oriented strategy, Allwinner aligns remarkable R&D teams with long-term core-technology investment in UHD video processing, high-performance multi-core CPU/GPU integration with AI and advanced manufacturing process in terms of high integration , ultra-low power consumption and full-stack integration platform, providing competitive turnkey solutions with considerate services. The products powered by Allwinner spread across from industry control, smart home, smart hardware, tablet, automotive electronics, robot, virtual reality, OTT box, wireless communication to analog products.　　9、Changsha Jingjia Microelectronics Co., Ltd.　　Changsha Jingjia Microelectronics Co., Ltd. was established in April 2006. It is committed to technology and comprehensive applications in the field of information detection, processing and transmission, and provides customers with highly reliable and high-quality solutions, products and supporting services.　　The company’s products cover integrated circuit design, graphics and image processing, computing and storage products, small radar systems, wireless communication systems, electromagnetic spectrum application systems, etc., and are widely used in professional fields such as aviation, aerospace, navigation, and vehicles that require high reliability.　　10、Loongson Technology Corparation　　In response to the demands for information development, Loongson Technology always stays abreast of international IT trends and focuses on industry development and system construction based on independent innovation. Until now, it has mastered core computing technologies on CPU instruction set architecture (ISA) design (LoongArch®), processor IP core, and operating system.　　On this basis, Loongson Technology strives to create an independent and open software and hardware ecosystem and information industry system so as to provide self-developed, safe, and reliable processors to meet national strategic needs as well as high-performance, low-cost processors and basic software and hardware solutions to boost the innovative development of the information industry.
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Release time：2023-10-19 14:23 reading：1171 Continue reading>>
RISC-V Summit 2022: All Your <span style='color:red'>CPU</span>s Belong to Us
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RISC-V Summit 2022: All Your CPUs Belong to Us

　　In a recent guest editorial here on EE Times, legendary professor David Patterson wrote about busting the five myths around the RISC-V instruction set architecture (ISA). At the recent RISC-V Summit organized by RISC-V International, the consortium that manages and promotes the RISC-V Instruction Set Architecture (ISA), its president, Calista Redmond, had a far more blunt message: RISC-V is inevitable.　　In fact, she said, RISC-V will eventually have the best CPUs, the best software running on them and the best ecosystem of any microprocessor core family. These are mighty strong words for a nascent ISA that is only about 10 years old and that competes with the far more established Arm and x86 ISAs. It almost sounded like the Borg from Star Trek when they say, “Resistance is futile.”　　RISC-V International CEO Calista Redmond (Source: RISC-V International)　　Redmond’s reason for saying that RISC-V is inevitable is that its growth and success are built upon shared investments of many companies, universities and contributors. RISC-V International has more than 3180 members. Billions of dollars have been invested in the architecture, including national programs from countries and regions such as India and the E.U. This enables the development of the “best” processor in multiple price and performance categories with the contributions of so many ideas and collective knowledge. Because RISC-V is scalable, customizable and modular, it can easily be optimized for different workloads and applications.　　The software ecosystem is growing, and efforts are underway to make software development more efficient with profiles and standards like a single hypervisor standard.　　RISC-V origins　　RISC-V is an open specification like Ethernet. It was developed at University of California, Berkeley (UC Berkeley) with a clean-slate approach to RISC (reduced instruction set computer) designs. There had been many RISC ISAs in the past: 29K, Alpha, Arm, i960, MIPS, PowerPC and SPARC to name some. All those other RISC architectures have been tied to a corporate owner, and most have become outdated.　　The researchers at UC Berkley felt it was time for a clean slate with no corporate owners, initially for educational use, but they soon recognized it was useful for more than instructional purposes.　　With this approach, multiple companies can build CPUs using the open standard. This means that there are many different options to get RISC-V CPUs, and there are more every year. You can download the specifications and design your own CPU. You can download open-source versions of RISC-V CPUs. You can buy a CPU core from multiple IP vendors. You can get a customized CPU core from other vendors. You can buy chiplets with RISC-V cores. You can buy a chip with an RISC-V processor. Or you can buy a full AI chip running with RISC-V cores.
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Release time：2023-01-04 13:06 reading：1770 Continue reading>>
x86 Server <span style='color:red'>CPU</span>s Remain Market Mainstream, 7nm Platform May Help AMD to Increase Market Share
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x86 Server CPUs Remain Market Mainstream, 7nm Platform May Help AMD to Increase Market Share

DRAMeXchange, a division of TrendForce, notes that x86 continues to be the mainstream architecture for server CPUs this year, with Intel and AMD being the market leaders. Particularly, Intel dominantly represents around 98% of the total server CPU shipments worldwide in 2018. For the next year, the market share of AMD x86 server CPUs is expected to go up to 5%, after the company’s introduction of 7nm CPUs to the market.“Generally speaking, Intel will remain the leader in server CPU market”, says Mark Liu, senior analyst from DRAMeXchange. However, competitions will come from AMD, who is on pace to migrate to more advanced processes and to offer solutions with better performances and lower power consumption. AMD’s solutions have been adopted by a small scale of cloud service providers like Baidu, Ali Cloud and AWS. AMD may have a chance to scale up in volumes after 7nm products are launched in the future.Purley Gen 2 remains in 14nm process, AMD 7nm solutions may be released in 2H19The latest survey of mainstream server CPU platforms finds that the market penetration rate of product lines based on Intel Purley Gen 1 (Sky Lake) has already reached 60% and is estimated to reach 65% at the end of 2018. Current consumers of Sky Lake products are mainly cloud service providers and alike, which require high-performance computing server products.In terms of product plan for the next year, Purley Gen 2 Cascade Lake will be still produced on 14nm process, the same as Gen 1. The new solution will not become the market mainstream until 2H19. For customized premium products, Intel will release Cascade Lake Xeon-AP (Advance Performance) in 2019. Currently, this product line still remains in the stage of verifying, so its small-scale market release will be delayed to the end of 2019.Around 70% of AMD's product lines have been transferred to new EPYC systems this year, while the company’s Naples solutions have migrated from 28/32nm to 14nm process, with computing performance improved significantly. However, AMD takes only about 2% in the current server CPU market. This is because AMD provides mainly 1-socket solutions, and the limited offerings have constrained the company’s market expansion compared with Intel.AMD's new solution, Rome, will migrate to the 7nm process. The company will also switch from GlobalFoundries to TSMC for future collaboration of product development on 7nm process. Previous problems of high power consumption will also be corrected. The Rome platform server processors are expected to enter production in 1Q19 and have a chance to come onto the market in the second half of next year.DRAMeXchange notes that the penetration of new platforms may drive the average content per box in servers. In 2019, the average density of DRAM in a server will see an annual growth of 25% YoY, significantly lower than almost 40% growth in 2018.
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Release time：2018-11-29 00:00 reading：910 Continue reading>>
Shortage of Intel <span style='color:red'>CPU</span> to Impact Notebook Shipments, Causing Further Price Decline in the Memory Market
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Shortage of Intel CPU to Impact Notebook Shipments, Causing Further Price Decline in the Memory Market

TrendForce has adjusted its 2018 global notebook shipments projection downwards due to the worsening shortage of Intel CPUs. Intel originally planned to begin mass production of CPUs based on its latest Whiskey Lake platform in 3Q18, when the notebook market would be in the busy sales season. However, PC-OEMs are now finding an insufficient supply of Whiskey Lake CPUs, which has disrupted vendors’ notebook shipment plans for this year’s second half. Therefore, TrendForce now estimates that this year’s total notebook shipments will drop by 0.2% YoY, and the CPU shortage may further impact the entire memory market as well.The precise reason behind the shortage of Intel CPUs is currently unclear because the problem simultaneously affects the newly arrived CPU product lines and product lines that have been in the market for some time. The affected products include the improved version of 14nm++ and product lines based on the 14nm+ Coffee Lake platform, which has been in mass production for half a year and is one of the solutions for mainstream models in the notebook market. The lack of supply for existing CPU product lines is having a significant impact on the notebook market as a whole. TrendForce estimates that the CPU supply gap in the notebook market has increased from around 5% in August to 5-10% in September. There is a possibility that the supply gap may extend to over 10% in 4Q18, and the shortage is expected to be resolved rather later in 1H19.DRAM prices to slide, with PC DRAM anticipating larger price decline due to the CPU shortageTrendForce notes that the CPU shortage is expected to impact the entire memory market as well. DRAM prices are now approaching an inflection point after climbing for nine successive quarters. DRAMeXchange, a division of TrendForce, previously estimated that the contract prices of PC DRAM products will drop by around 2% QoQ in 4Q18 as the market gradually shifts into oversupply. However, it is now possible that the price decline will become larger due the shortage of Intel CPUs and lower demand for notebooks and PC DRAM in a row.On the other hand, the impact of the CPU shortage may also expand to the NAND Flash market. The insufficient supply would cause PC OEMs’ lower expectations of notebooks demand in the upcoming busy season, thus affecting the demand for SSD in the second half of this year. Therefore, TrendForce expects the SSD price decline to be steeper in 4Q18 than in this quarter.With regard to the server market, the migration from the Grantley to the Purley platform is currently taking place. According to TrendForce’s survey, a minority of server OEMs are experiencing longer lead time in the deliveries of Purley processors. This issue will be followed up because it will affect future server shipments if it becomes more widespread. Moreover, both the NAND Flash and DRAM markets are much more vulnerable to the falling demand from the server application than from the PC or notebook application. Therefore, downward corrections of demand for server memory products will cause a steeper drop in quotations of memory products as a whole.
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Release time：2018-09-13 00:00 reading：1149 Continue reading>>
Alibaba Adds Embedded <span style='color:red'>CPU</span> Core Designer
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Alibaba Adds Embedded CPU Core Designer

　　China’s internet behemoth, Alibaba Group, announced on Friday the acquisition of C-Sky Microsystems, a designer of China’s home-grown 32-bit embedded CPU processing core.　　Alibaba did not disclose terms of the acquisition.　　The move underscores a growing trend among companies, such as Google, Amazon, and Alibaba, who are eager to swallow up chip companies with a goal to design chips that fit their businesses.　　As EE Times reported last year, even well before this acquisition was announced, C-Sky enjoyed a unique tie with Alibaba. As Xiaoning Qi, CEO of C-Sky, explained then, C-Sky was already the first chip company in the world to receive a sizable investment from Alibaba. C-Sky was founded in Hangzhou in 2001.　　Although Qi declined to disclose the amount provided by Alibaba’s Jack Ma, he revealed that he and his mentor, Prof. Xiaolang Yan, C-Sky’s founder and chairman, have lobbied Alibaba to acknowledge that hardware technology is critical to the future of the e-commerce giant.　　Reuters connected the Alibaba-C-Sky announcement with a seven-year U.S. government ban on selling chips and other components to Chinese telecom company ZTE. Current speculation has China, in the wake of the ZTE ban, coordinating with industry bodies, regulators, and China’s “big fund” to accelerate plans to make China’s IC industry self-sufficient.　　Perhaps so, but Alibaba’s deal with C-Sky might as well have been well underway regardless of the ZTE ban.　　C-Sky’s CEO, contacted by EE Times to shed more light on Alibaba’s acquisition, declined an interview. Alibaba is advising him not to talk until the deal is closed.　　C-Sky’s business　　To recap, C-Sky has been designing a 32-bit high-performance and low-power embedded CPU, then licensing the chip architecture. Since 2003, when it rolled out its first CPU core,CK510, C-Sky has been quietly developing a host of embedded cores, SoC platforms, software tools, and middleware. Last year, Qi told us that his company has picked up 70 licensees so far in China.　　Of course, the obvious question among semiconductor market observers in the West is whether the global embedded market might be already cornered by dominant CPU processing cores such as ARM and MIPS. And what about the rising tide behind RISC-V?　　Qi, at that time, told us: “China needs to work on the development of ‘core technologies,’ and we think our embedded CPU is one of them.” As for RISC-V, Qi called it “promising” and told us last year, “We are looking into it for our solutions for 64-bit CPU cores.” C-Sky is a platinum member of the RISC-V Foundation.　　Alibaba and C-Sky alignment　　C-Sky’s embedded CPU cores designed for the IoT market are closely aligned with Alibaba’s proprietary embedded OS, called Yun OS IoT. Having good visibility over both the CPU architecture and Alibaba’s software operating system is important, said Qi. Although Yun OS isn’t the only operating system that C-Sky supports, Qi believes that his team’s “deep collaboration” with Alibaba gives C-Sky the inside track in China’s IoT market, where the e-commerce behemoth dominates in data collection and analysis.　　While Alibaba is currently working with Intel Corp. for its server architecture to be used in data centers, C-Sky sees for itself a critical role in IoT edge devices connected to the cloud.　　C-Sky’s embedded CPU cores aren’t for baseband or apps processors in smartphones. “We’ve avoided that market,” said Qi. Instead, C-Sky is promoting its CPU cores for embedded and IoT applications. Its targets are systems for digital audio and video — including AI-based processing and recognition engines (for smart speakers like Amazon’s Echo), information security, network and communications, industrial control, and automotive electronics.
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Release time：2018-04-23 00:00 reading：1232 Continue reading>>
AMD Updates GPU, <span style='color:red'>CPU</span> Road Maps
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AMD Updates GPU, CPU Road Maps

　　AMD updated its x86 and graphics roadmaps at CES, giving first details of plans for 12-nm CPUs and a 7-nm GPU. It also rolled out six x86 chips with integrated graphics targeting a variety of desktop and notebook sockets.　　The company is now sampling a 12-nm upgrade of its Ryzen desktop processors launched last year in a 14-nm process. The chips will be in production in April using the upgraded process that Globalfoundries disclosed last year. Meanwhile, a Ryzen 2 design has been completed, but AMD gave no details of its internals or shipping dates.　　AMD’s first 7-nm GPU will be a version of its Vega design targeting machine learning. The company is playing catch-up with GPU rival Nvidia, which dominates the emerging area after rolling out Volta in 2017, its first chips with dedicated hardware for machine learning.　　The 7-nm GPUs will presumably be made at TSMC, AMD’s usual foundry for GPUs; however, the company did not specify its plans. Separately, AMD said that it will roll out a version of Vega for ultrathin notebooks this year.　　AMD expects to be in production in mid-February with its first two desktop processors that embed its Vega GPU cores as well as four of its x86 Zen cores. The chips run at 3.7 to 3.9 GHz, consume 45 to 65 W, and aim to enable gaming at 1080-progressive resolution without a discrete graphics card.　　Separately, AMD expects to be in production by June with a line of three high-end notebook processors also combining Vega GPU cores with four x86 Zen cores. They will run at up to 3.4 to 3.8 GHz and consume 15 W. AMD said that they will provide 25% to 50% more graphics performance than Intel’s i7-7500U and -8550U chips.　　Finally, AMD added one low-end product to its existing line of mainstream notebook chips that combine Zen and Vega cores.　　Shipping the integrated CPU/GPU products that AMD calls APUs is key for the company, said Nathan Brookwood, principal of market watcher Insight 64. Most of the Ryzen products that shipped in 2017 were x86-only chips that required systems to use discrete graphics cards.　　Notebooks are the biggest chunk of the PC market, and almost all of them use integrated graphics, and desktops with integrated graphics are the next biggest chunk. So AMD was constrained in the market that it could serve last year, and this year, their reach will be much greater, said Brookwood.　　The company might have a small advantage over rival Intel after the security issues raised last week.　　“AMD is less impacted by Meltdown than Intel,” he added. “I don’t think that’s a big deal for consumers, but some of them might be scared by it and prefer AMD parts.”
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Release time：2018-01-11 00:00 reading：1227 Continue reading>>

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