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IBM CEO Arvind Krishna: Chip Shortage ‘More Likely’ Continuing Until 2023 Or 2024
by Kyle Alspach
Krishna said he sees any suggestion that a resolution could come by 2022 as ‘optimistic,’ and called upon the U.S. government to do more to support a larger return of semiconductor manufacturing to the country.
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‘Geographically Diversify Manufacturing’ To Solve Supply Chain Crisis: Analyst
by Michael Novinson
‘There’s no question we need to geographically diversify manufacturing. We absolutely have put too much dependence on Asia without having a more predictable macroeconomic and geopolitical relationship,’ says Daniel Newman of Futurum Research.
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Intel Hires Top AMD GPU Architect To Lead Xe IP Road Map
by Dylan Martin
Intel confirmed to CRN that former AMD GPU architect Vineet Goel joined Intel in late September as vice president and general manager of the Xe Architecture and IP Engineering Group, which is part of the Accelerated Computing Systems and Graphics Group that was formed in June.
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AMD Warns CPUs May Run Slower On Windows 11, Promises Patch
by Dylan Martin
The chipmaker says one issue for Windows 11 users is causing the L3 cache latency of its CPUs to roughly triple, slowing down latency-sensitive applications by 3-5 percent. For PC games that are commonly played for esports activities, the performance impact can be much worse: a 10-15 percent reduction.
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Intel Considering New Paid Software Services, CEO Gelsinger Says
by Dylan Martin
In an exclusive interview with CRN, Intel CEO Pat Gelsinger says the chipmaker is looking at new ways to bring in revenue through software, which would add on to existing paid software services like Intel Unite and Intel Data Center Manager. Greg Lavender, Intel’s new CTO who followed Gelsinger from VMware, says one potential avenue for paid software services is the telemetry capabilities of the company’s processors.
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Intel CEO Pat Gelsinger: The Silicon Man With The Software Plan
by Dylan Martin
Pat Gelsinger’s eight-year stint leading VMware cemented his mantra that ‘the future is software.’ Now that he’s in the CEO seat at Intel, he’s determined to team with its large ecosystem of partners to prove that’s still true.
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AMD Hires Intel Data Center Vet To Grow EPYC’s Cloud Business
by Dylan Martin
The chipmaker confirms to CRN that it has hired Lynn Comp, a 22-year Intel veteran, as corporate vice president of AMD’s Cloud Business Group. She will lead all go-to-market activities for cloud and ‘mega data center’ customers of the chipmaker’s EPYC CPUs, which are expected to power more than 400 cloud instances by the end of the year.
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Nvidia Shows Arm CPUs Run ‘Neck And Neck’ With x86 For AI
by Dylan Martin
‘First of all, it shows that Arm as an acceleration platform can deliver performance that is just about on par with similarly configured x86 server,’ an Nvidia representative says about new AI performance comparisons that were made based on peer-reviewed data. However, one partner says it will take a major performance advantage for his customers to switch from x86 to Arm: ‘Among our customers, there needs to be some large, clear selling point of why they need to change to a new architecture.’
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Intel’s New Xeon E-2300 CPUs Bring Rocket Lake To Entry-Level Servers
by Dylan Martin
The chipmaker says the Xeon E-2300 CPUs are a good fit for on-premises servers used by small businesses and entry-level bare metal instances provided by cloud service providers. The new chips offer up to a 17 percent improvement in performance over the Xeon E-2200 processors that launched in 2019 and double the memory enclave capacity for Intel Software Guard Extensions, which isolates confidential data in private memory regions, according to Intel.
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‘Watch Out’ Intel: Google To Launch Custom Chromebook CPUs
by Mark Haranas
Google is reportedly developing its own CPUs for its Chromebook laptops and tablets, joining the likes of Microsoft and Apple who are building chips in-house.
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Lexmark’s Greg Chavers On Driving Cloud Services As A ‘Major Differentiator’
by Kyle Alspach
The printer vendor offers partners a suite of cloud print management and fleet management services that represent a significant growth opportunity, said Chavers, vice president for North America channel sales at Lexmark.
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Maker Of Chips For Apple iPhone Set To Hike Prices: Report
by Kyle Alspach
Taiwan Semiconductor Manufacturing Co. is raising chip prices by between 10 percent and 20 percent, The Wall Street Journal reported.
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Western Digital, Kioxia Eye Merger In Potential $20B Deal: WSJ
by Joseph F. Kovar
Both Western Digital and Micron originally showed interest in Kioxia earlier this year, but talks there went quiet and Micron seems to have dropped out of the conversation. Should WD and Kioxia merge, it would strengthen WD’s position as the top disk and flash drive manufacturer and less concerns about competition with China’s electronics industry.
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New IBM Telum Processors Show AI Investment ‘Down At The Silicon Level’
by Wade Tyler Millward
“We’re baking this into the silicon and we’re integrating it across the software stack,” Barry Baker, IBM’s vice president of product management for IBM Z & LinuxONE, tells CRN in an interview. “That is no insignificant investment and not one that goes away anytime soon.”
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