Defining the Always On, Always Connected PC

Defining the Always On, Always Connected PC

The future of the notebook PC lies in merging the familiarity of Windows with experiences and capabilities that are unique to smartphones. This should include a renewed emphasis on battery life, targeting days rather than hours of real-world usage. Deep sleep and hibernate states that force portions of the system to be inaccessible for dynamic updating and that slow the ability for the user to interact with PC should be eliminated. Ubiquitous internet access through high speed, Gigabit-class LTE can provide uninterrupted data support without the hassle and reliability concerns of Wi-Fi and comes with a connected standby experience where your data is ready when you need it.

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Huawei’s growth a threat to US technological dominance

Huawei’s growth a threat to US technological dominance

Though founded in 1987 and rising to as high as 83rd in the Fortune 500 list, Huawei remains an enigma to many investors and consumers in the US. It has grown to become the world’s third largest smartphone vendor behind only Samsung and Apple. (In Q3 of 2017 Huawei surpassed Apple to be #2 on that list.) Huawei doesn’t come by this success easily though as it spent more than $14B on research and development in 2017.

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AMD making moves in consumer PC, graphics, and data center

AMD making moves in consumer PC, graphics, and data center

In the build up to earnings season this month, AMD is eager to get out from under some of the problematic and lingering concerns that have followed it. Deftly navigating around a potentially serious security concern and trying to find ways to offset the risk involved in too much of its graphics business being associated with the volatile cryptocurrency markets, AMD continues to put itself in a position for growth.

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Graphics vendors could be hit by shift in crypto markets

Graphics vendors could be hit by shift in crypto markets

A recent financial downgrade from Susquehanna Financial for AMD stock has raised questions about the viability of companies that are dependent on at least some of their revenue from cryptocurrency mining on GPUs. The obvious players in the field are AMD and NVIDIA, the two largest suppliers of graphics chips that double as compute processors for specific workloads including, AI, machine learning, and cryptocurrency mining for Bitcoin-like alt-coins. The downgrade from the firm is based on information that a company called Bitmain, that I wrote about two months ago, is close to selling a new ASIC to mine today’s most popular cryptocurrency called Ethereum.

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How SoftBank Buyout of Qualcomm could affect the entire technology world

How SoftBank Buyout of Qualcomm could affect the entire technology world

A Financial Times report yesterday states that former Qualcomm CEO Paul Jacobs, who was recently removed as executive chairman from the board of directors and moved to a standard sitting role on the board, is in talks with “several global investors” to buy out the San Diego chip giant. Of the key potential partners in this deal is SoftBank, an international conglomerate holding company that owns or has key holdings in companies like Arm, Sprint, and Alibaba.

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Intel hardware updates address security this year with new chips

Intel hardware updates address security this year with new chips

In continuing follow up from the spectacle that surrounded the Meltdown and Spectre security vulnerabilities released in January, Intel announced that it has provided patches and updates that address 100% of the products it has launched in the last 5 years. The company also revealed its plan for updated chip designs that will address both the security and performance concerns surrounding the vulnerabilities.

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Intel® Optane™ SSD 800P Low Queue Depth Performance and Implications on Testing Methodology

Intel® Optane™ SSD 800P Low Queue Depth Performance and Implications on Testing Methodology

The Intel® Optane™ SSD 800P shows itself to be a competitive product, offering impressive low-latency performance which gives it the edge in some of the more storage centric client workloads. Care must be taken to select the correct test system configuration and software in order to measure these potential gains in responsiveness observed at the lower queue depths in real-world usage. 

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Intel® Optane™ SSD 800P Powers Most Responsive Desktop Platform

Intel® Optane™ SSD 800P Powers Most Responsive Desktop Platform

There are many ways to measure the performance of a PC and many ways to measure the performance of any single sub-system of that computer. Storage performance is no different, and with the movement towards evaluating the performance of computing hardware based on end-user experiences, the expectations of how storage should behave has evolved. As processor performance, graphics capability, and workloads evolve for the consumer, the demand for higher performing storage solutions has increased. 

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Intel® Optane™ SSD 800P Offers New Levels of Performance for Mobile Platforms

Intel® Optane™ SSD 800P Offers New Levels of Performance for Mobile Platforms

Intel continues to expand its product line of Optane™ storage drives, targeting consumers and OEMs in the mobile space with the new Intel® Optane™ SSD 800P. As the relative performance of notebooks and mobile platforms increases when compared to desktops, there has been a resurgence of interest and focus on the secondary components and systems in these machines. As modern processors increase core and thread count, along with frequency, cache, and more, the impact of other hardware level features becomes more critical to the overall experience for consumers. While the value of faster processing is critical, the impact of storage performance also plays an important role.

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Samsung aims to steal market share from Apple in enterprise smartphones

Samsung aims to steal market share from Apple in enterprise smartphones

With the reveal of its next flagship phone at Mobile World Congress in Barcelona this week, Samsung continues to be a driving force in the smart phone market with innovation and features unmatched in the Android space and as the primary competitor to Apple in the high-end of the market. The new Galaxy S9 and S9+ offer improvements to the camera system, a faster processor developed by Qualcomm, and a new set of color options.

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Qualcomm movement into Broadcom markets is behind acquisition battle

Qualcomm movement into Broadcom markets is behind acquisition battle

In the ongoing feud between Broadcom and Qualcomm and the former’s attempt to use a hostile takeover to acquire the latter, we have seen commentary, press releases, letters from the board, and countless TV interviews from leadership on both sides. But recent announcements and product reveals from the San Diego-based mobile chip giant continue to paint a picture that differs greatly from the one being presented by Broadcom and CEO Hock Tan.

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Bitcoin mining could impact global chip availability in 2018

Bitcoin mining could impact global chip availability in 2018

Last week analyst research firm Bernstein published a report on the profitability of Bitmain, a somewhat secretive Chinese company with a huge impact on the bitcoin and cryptocurrency markets. With estimated profit for 2017 ranging from $3B to $4B, the size and scope of Bitmain is undeniable, with annual net income higher than some major tech players including NVIDIA and AMD. Bitmain has expanded its reach into multiple bitcoin-based markets but the vast majority of its income stems from the development and sale of dedicated cryptocurrency mining hardware.

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AMD goes after $15B embedded space with two new chips

AMD goes after $15B embedded space with two new chips

Continuing its expansion of bringing modern processor and graphics designs to as many of its targeted market segments as possible, AMD announced today two new families that address the embedded processor space. The company has already seen double-digital YoY sequential growth in revenue from embedded markets, but the release of the Epyc Embedded 3000 and Ryzen Embedded V1000 family create significant additional opportunity for the company.

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Qualcomm signs major carriers and retailers for Always Connected PC launch

Qualcomm signs major carriers and retailers for Always Connected PC launch

With availability scheduled to begin next month, Qualcomm is prepping for its final push to prepare the market for what it believes is a revolutionary product category for the PC market. Just before the mobile media and analysts focus attention on Mobile World Congress in Barcelona next week, Qualcomm hopes it has completed the final step in the launch of its “Windows 10 on Snapdragon” line. Partners like Amazon, the Microsoft Stores, Verizon, and AT&T will provide the cellular LTE connections to maintain an always-connected state and the retail and online locations to purchase them.

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Qualcomm server chips to power cloud-based Android gaming platform

Qualcomm server chips to power cloud-based Android gaming platform

Qualcomm is finally talking about design wins surrounding its server chip platform called Centriq, unveiled this past November. Early excitement and technical interest in the company’s first attempt to bring a processor to the server space have been high, though without firm commitments from major system vendors or cloud service providers like Amazon and Microsoft, the markets have been hesitant to buy-in to this and similar Arm-based designs.

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Qualcomm pushes LTE forward again, up to 2 Gbps with Snapdragon X24 modem

Qualcomm pushes LTE forward again, up to 2 Gbps with Snapdragon X24 modem

Hot on the heels of the 5G momentum that saw Qualcomm announce working with 18 different device OEMs and 18  different network providers to bring 5G hardware and carriers online for wide adoption in 2019, the mobile giant is launching another 4G LTE modem. The new Snapdragon X24 LTE modem will provide connectivity speeds as high as 2.0 Gbps (Cat 20) and happens to be the first chip officially announced to be built on a 7nm process technology. It will be shipping in products by the end of 2018.

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Broadcom’s meddling with Qualcomm could disrupt critical 5G transition

Broadcom’s meddling with Qualcomm could disrupt critical 5G transition

Whether agreed to and approved through regulatory bodies or not, the current situation surrounding Broadcom attempting to purchase Qualcomm is creating instability in the market’s move to 5G cellular technology. This disruption will be substantially increased if a deal is agreed to or if the board of directors at Qualcomm is replaced, as the current Broadcom takeover plan calls for. During a sensitive time of transition like the one the mobile market finds itself, uncertainty and confusion about the leader in 5G technology could have a waterfall effect on the market.

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Qualcomm 5G devices coming in 2019, leaving Apple behind

Qualcomm 5G devices coming in 2019, leaving Apple behind

With significant pressure to show the value and growth opportunities for the company with a looming hostile takeover bid from Broadcom, mobile chip design house Qualcomm is hoping that its position in the market of next-generation cellular radio technology will be a foundation of its future. The company revealed today partnerships with 18 global OEMs that will be launching 5G-ready devices in 2019 and 18 worldwide cellular carriers will be completing tests of Qualcomm 5G radios in 2018.

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Qualcomm agreement with Samsung weakens Apple in legal dispute

Qualcomm agreement with Samsung weakens Apple in legal dispute

Lost in the shuffle of earnings releases last week was an announcement between Samsung and Qualcomm that the San Diego chip vendor hopes could have significant impact on its current battle with Apple and other vendors regarding licensing disputes. In a subtle, but potentially impactful agreement extension between it and Samsung, Qualcomm believes that it will be able to lay to rest the combative legal dispute with the Cupertino iPhone maker and bring along with it a boost in revenue through back-pay and future royalties.

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