Items tagged with Kaveri

For the past few months, there's been a persistent rumor that AMD would sell its Austin property and lease the building back in a long-term deal that'll net the company some short-term capital. Initially, the transaction was expected to bring in between $180-$200M, but the final value is a bit below that. The company released a statement today stating that the deal will bring it an additional $164 million, which will be included in its first quarter results. AMD has spun the move as in keeping with Sunnyvale's desire to "reduce investments and capital in non-core parts of the business. In 1998, the company sold and currently leases-back its headquarters in Sunnyvale, Calif. In 2008, it sold and... Read more...
It has been a rough few years for AMD. The company has found itself increasingly behind the eight ball and outmaneuvered, thanks to strong competition from Intel and less-than-stellar performance with recent releases of their A series integrated APUs. At a press event yesterday at CES 2013,  the Sunnyvale-based company focused on demonstrating new product wins and continued execution of its own APU roadmap. New devices shipping soon are courtesy of partnerships Asus, HP, and Vizio. AMD and Vizio announced an expansive partnership, with multiple Vizio systems on display including a new AIO (all-in-one) and ultra-thin notebook design. AMD also showcased their Kabini APU performance against... Read more...
It has been a rough few years for AMD. The company has found itself increasingly behind the eight ball and outmaneuvered, thanks to strong competition from Intel and less-than-stellar performance with recent releases of their A series integrated APUs. At a press event yesterday at CES 2013,  the Sunnyvale-based company focused on demonstrating new product wins and continued execution of its own APU roadmap. New devices shipping soon are courtesy of partnerships Asus, HP, and Vizio. Vizio's hardware was big news at the show, though AMD did talk up partnerships with other companies. The first two companies are familiar names, but Vizio has focused on HDTVs and other consumer electronics up... Read more...
AMD announced late today that it's reached a new wafer supply agreement (WSA) with GlobalFoundries. This is the second time AMD has renegotiated the agreement this year, and while the new arrangement offers Sunnyvale some needed flexibility, it carries further penalties as well. First, a few quick explanations. The WSA governs the purchase and manufacture of microprocessors. AMD agrees to buy a certain number of wafers from GF per quarter and it negotiates payment for those wafers in several different ways. In 2011, AMD and GF agreed that Sunnyvale only had to pay GlobalFoundries for fully functional chips. At the time, GlobalFoundries was having problems ramping Llano. This agreement heavily... Read more...
There's a bit of quoted wisdom that's been making the rounds in tech news, recently. Up until now, I've ignored it, in the hopes that it would die out and go away. Instead, it seems to be showing up with greater frequency. It looks something like this: "Like Intel, AMD was caught flat-footed in recent years with the emergence and fast growth of mobile devices..." This is the sort of sound byte analysis that's often spread by analysts who really ought to know better. The rationale behind it, we'll assume, is the following: Smartphones and tablets are really popular Intel and AMD don't dominate those markets Intel and AMD aren't going to dominate those markets in the next 12 months Therefore, Intel... Read more...
Trusted sources we've spoken to in the semiconductor industry have implied that TSMC is considering a partnership with Apple that would realign the manufacturer's technology roadmap and fundamentally alter the balance of power between the foundry and its other customers. Morris Chang, TSMC's CEO, spoke about the possibility of closer collaboration with its customers in general terms last Friday, but at the time we thought the likelihood of an Apple alliance was unlikely. We've since been given reason to think otherwise. A dedicated alliance with Apple that gives the company first access to 20nm production and/or a dedicated fab could fundamentally redefine the foundry-customer relationship and... Read more...
Trusted sources we've spoken to in the semiconductor industry have implied that TSMC is considering a partnership with Apple that would realign the manufacturer's technology roadmap and fundamentally alter the balance of power between the foundry and its other customers. Morris Chang, TSMC's CEO, spoke about the possibility of closer collaboration with its customers in general terms last Friday, but at the time we thought the likelihood of an Apple alliance was unlikely. We've since been given reason to think otherwise. A dedicated alliance with Apple that gives the company first access to 20nm production and/or a dedicated fab could fundamentally redefine the foundry-customer relationship... Read more...
Earlier today, Vijay Rakesh, an analyst with Sterne Agee, cut his rating on AMD to Neutral from Buy, based on suggestions that PC manufacturers were being generally cautious about sales over the next couple of quarters. Rakesh notes that Trinity is tracking far more design wins than Llano did at this point last year, but believes sales will slow ahead of the Windows 8 launch, writing that "OEMs cautious on back to school. We believe overall SepQ builds could be lighter than the seasonal 10-15% q/q, with a pickup late in the quarter for Win8." Digging into this a bit more, there's evidence of a bit of a battle between analysts as far as AMD is concerned. Cody Acree, of Williams Financial Group,... Read more...
Inside sources have leaked information to the press claiming that the CPU in the next-generation PS4 (codenamed Orbis) is an AMD Llano A8-3850. The chip will supposedly be paired with an AMD Radeon 7670 GPU with 1GB of integrated VRAM. With all due respect to IGN, this is the sort of report that deserves a considerably better review than they apparently gave it. Sony may well be working with that level of AMD hardware, but that's not the same as shipping said configurations. Let's start with the APU. The A8-3850 was one of AMD's earliest Llano chips; a 100W 2.9GHz quad-core with an integrated Radeon 6550D. It didn't ship in high quantity -- AMD chose to emphasize shipping out mobile Llano's rather... Read more...
It's been six weeks since Eric Demers, AMD's CTO of graphics, left the company to pursue other opportunities, and another former ATI employee has followed his example. Godfrey Cheng, who recently served as one of AMD's Director of Client Technologies, has left the company. Cheng was part of AMD's high-profile Llano launch and reportedly chose to leave after it became clear that AMD wasn't going to follow Rick Bergman's ideas for how to best leverage AMD's graphics and APU assets. How much truth there is to that assertion is unclear. Bergman's departure was certainly surprising, but the slides AMD showed at Financial Analyst Day in February confirmed the shape of the slides Bergman showed in June... Read more...
Rumors about next-generation consoles like the Xbox 720 (codenamed Durango) and the PlayStation 4 have been milling about for several months, but the Sony side of the equation has just gotten a significant update. New information suggests that the PS4 is codenamed Orbis, will be built around an AMD x86-64 CPU and GPU, and will require all new games to registered with a PSN account. The codename likely means something to Sony; the orbis.scedevnet.com address resolves correctly whereas ps4.scedevnet.com does not. Let's tackle the report, starting with the hardware specs. Rumors that AMD would provide the GPU tech behind all three consoles date back to last June. Of the three, only Nintendo has... Read more...
AMD has confirmed that Eric Demers, AMD's graphics Chief Technology Officer and head of the graphics business unit, has left the company to "pursue other opportunities." His job will be taken over by Mark Papermaster until a replacement is found. AMD notes in a prepared statement that it "remains fully committed to our critical graphics IP development and discrete GPU products.  We have a tremendous depth of talent in our organization, a game plan that is resonating with our customers and our team, and we are continuing to bring graphics-performance-leading products to market.  We will attract the right technology leader for this role." Demers is just the latest executive to leave AMD--in... Read more...
Today is AMD's Financial Analyst Day -- and it's been a long time coming. Questions about the company's future have been piling up since Bulldozer launched and AMD layed off much of its PR/marketing teams. Today, the company lifted the veil on what it's planning for 2012. In graphics, the roadmap is straightforward -- AMD's recent 7970 and 7950 launches have given the company a leg up over Nvidia and it'll be months before Team Green's next-generation Kepler is ready. Events in desktop, mobile, and server are more interesting. Note the debut of what's being called "Brazos 2.0." It's confirmation that the Krishna/Wichita chips that were originally meant to succeed Brazos were indeed cancelled.... Read more...
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