Novidades Instantâneas

[reiszink]

Nvidia a apostar tudo no mercado HPC.

Isto vai colocar uma pressão enorme na AMD e também Intel, já que basicamente vai ficar a dominar uma fatia muito grande desse mercado!

The acquisition will unite two of the world's leading companies in high performance computing (HPC). Together, NVIDIA's computing platform and Mellanox's interconnects power over 250 of the world's TOP500 supercomputers and have as customers every major cloud service provider and computer maker.

NVIDIA to Acquire Mellanox Technology for $6.9 Billion

[Enzo]

Ena. Para quem achava que a Nvidia só acumulava bilioes, afinal também sabem exatamente onde os gastar.

[Winjer]

Estão a atacar o mercado de servidores em força.
Quando me lembro que há 20 anos atrás "apenas" faziam gráficas para joguinhos de PC...

[reiszink]

Kyle Bennett of HardOCP Joins Intel as Director of Enthusiast Engagement

Em consequência, o site HardOCP também acaba.

[LPC]

Kyle Bennett of HardOCP Joins Intel as Director of Enthusiast Engagement

Em consequência, o site HardOCP também acaba.

Boas!
Já arranjou um tachito melhor...

Pena... pois é um dos sites que eu consultava...

Cumprimentos,

LPC

[Winjer]

Realmente é curioso ver tantas pessoas que faziam artigos de tecnologia a serem contratados por várias empresas de tecnologia.
Já foram pessoas do Anandtech, techreport, PCPer e agora do hardopc.
Estou-me a esquecer de alguém?

[SleepyFilipy]

O Rbuass que foi para a Corsair e depois para a Galax.

[Winjer]

AMD Reports First Quarter 2019 Financial Results

Gross margin expands to 41%, up 5 percentage points year-over-year. AMD announced revenue for the first quarter of 2019 of $1.27 billion, operating income of $38 million, net income of $16 million and diluted earnings per share of $0.01. On a non-GAAP(*) basis, operating income was $84 million, net income was $62 million and diluted earnings per share was $0.06.
“We delivered solid first quarter results with significant gross margin expansion as Ryzen and EPYC processor and datacenter GPU revenue more than doubled year-over-year,” said Dr. Lisa Su, AMD president and CEO. “We look forward to the upcoming launches of our next-generation 7nm PC, gaming and datacenter products which we expect to drive further market share gains and financial growth.”
Q1 2019 Results

• Revenue was $1.27 billion, down 23 percent year-over-year primarily due to lower revenue in the Computing and Graphics segment. Revenue was down 10 percent quarter-over-quarter primarily due to lower client processor sales.
• Gross margin was 41 percent, up 5 percentage points year-over-year, primarily driven by the ramp of RyzenTM and EPYCTM processor and datacenter GPU sales. Gross margin was up 3 percentage points quarter-over-quarter primarily due to a charge in the fourth quarter of 2018 related to older technology licenses. Non-GAAP gross margin was flat quarter-over-quarter.
• Operating income was $38 million compared to operating income of $120 million a year ago and $28 million in the prior quarter. Non-GAAP operating income was $84 million compared to operating income of $152 million a year ago and $109 million in the prior quarter. The year-over-year decline was primarily due to lower revenue and operating income in the Computing and Graphics segment.
• Net income was $16 million compared to net income of $81 million a year ago and $38 million in the prior quarter. Non-GAAP net income was $62 million compared to net income of $121 million a year ago and $87 million in the prior quarter.
• Diluted earnings per share was $0.01, compared to diluted earnings per share of $0.08 a year ago and $0.04 in the prior quarter. Non-GAAP diluted earnings per share was $0.06, compared to diluted earnings per share of $0.11 a year ago and $0.08 in the prior quarter.
• Cash, cash equivalents and marketable securities were $1.2 billion at the end of the quarter.

Quarterly Financial Segment Summary

• Computing and Graphics segment revenue was $831 million, down 26 percent year-over-year and 16 percent quarter-over-quarter. Revenue was lower year-over-year primarily due to lower graphics channel sales, partially offset by increased client processor and datacenter GPU sales. The quarter-over-quarter decline was primarily due to lower client processor sales.
  
  • Client processor average selling price (ASP) was up year-over-year driven by Ryzen processor sales. Client ASP was down slightly quarter-over-quarter due to a decrease in mobile processor ASP.
  • GPU ASP increased year-over-year primarily driven by datacenter GPU sales. GPU ASP was up sequentially driven by improved product mix.
  • Operating income was $16 million, compared to operating income of $138 million a year ago and operating income of $115 million in the prior quarter. The year-over-year and quarter-over-quarter operating income decreases were primarily due to lower revenue.
  
  
• Enterprise, Embedded and Semi-Custom segment revenue was $441 million, down 17 percent year-over-year and up 2 percent sequentially. The year-over-year revenue decrease was primarily due to lower semi-custom product revenue, partially offset by higher server sales. The quarter-over-quarter increase was primarily driven by higher semi-custom revenue.
  
  • Operating income was $68 million, compared to operating income of $14 million a year ago and an operating loss of $6 million in the prior quarter. The year-over-year and sequential improvements were primarily driven by a $60 million licensing gain associated with the company’s joint venture with THATIC.
  
  
• All Other operating loss was $46 million compared with operating losses of $32 million a year ago and $81 million in the prior quarter. The prior quarter included a $45 million charge related to older technology licenses.

GAAP Quarterly Financial Results

	Q1 2019	Q1 2018	Y/Y	Q4 2018	Q/Q
Revenue ($B)	$1.27	$1.65	Down 23%	$1.42	Down 10%
Gross margin	41%	36%	Up 5 pp	38%	Up 3 pp
Operating expense ($M)	$543	$477	Up $66	$509	Up $34
Operating income ($M)	$38	$120	Down $82	$28	Up $10
Net income ($M)	$16	$81	Down $65	$38	Down $22
Earnings per share	$0.01	$0.08	Down $0.07	$0.04	Down $0.03

Non-GAAP(*) Quarterly Financial Results

	Q1 2019	Q1 2018	Y/Y	Q4 2018	Q/Q
Revenue ($B)	$1.27	$1.65	Down 23%	$1.42	Down 10%
Gross margin	41%	36%	Up 5 pp	41%	Flat
Operating expense ($M)	$498	$446	Up $52	$474	Up $24
Operating income ($M)	$84	$152	Down $68	$109	Down $25
Net income ($M)	$62	$121	Down $59	$87	Down $25
Earnings per share	$0.06	$0.11	Down $0.05	$0.08	Down $0.02

A queda de 26% na divisão das gráficas e computação é mesmo impressionante, mas já era de esperar, tendo em conta que a RTG está estagnada há alguns anos...

[Winjer]

Shipments of PC Hard Drives Predicted to Drop By Nearly 50% in 2019

According to a new financial presentation from Nidec, a Japanese motor manufacturer who is responsible for around 85% of all HDD spindle motors, the company believes that shipments of hard drives for PCs will drop significantly this year. Citing numerous ongoing trends, the motor maker is preparing for HDD motor sales to drop by around 50% year-over-year for 2019. Meanwhile the company also expects sales of other types of HDDs to slow, but not as drastically. In fact, unit shipments of hard drives for datacenters are projected to increase a bit.

According to Nidec's data, unit sales of hard drives declined by around 43% from 2010 to 2018, going from around 650 million units in 2010 to 375 million units in 2018. And it looks like sales will continue to drop in the coming years. Recently Nidec revised its HDD shipment forecast downwards from 356 million drives to 309 million drives in 2019, which will further drop to 290 million units in 2020. The recent drops in HDD shipments have already forced Nidec to optimize its HDD motor production capacities and repurpose some capacity to other types of products.

[Winjer]

Intel CEO Bob Swan To Be Replaced By VMware's Pat Gelsinger: Report

Intel CEO Bob Swan (pictured left) is reportedly stepping down and will be replaced by VMware leader Pat Gelsinger, ending a two-year tenure that was marked by strategy shifts and manufacturing issues.

Swan will step down on Feb. 15 and hand over the role to Gelsinger, VMware’s CEO of nearly nine years and a 30-year Intel veteran, who will become the semiconductor giant’s eighth CEO in its 52-year history. CRN reached out to Intel for comment but had not heard back by press time..
Gelsinger worked at Intel in the beginning of his IT career. From 1979 to 2009, Gelsinger held several top executive roles, including being named the company’s first-ever chief technology officer in 2000, driving the creation of key industry technologies, including USB and Wi-Fi.
He left Intel to join EMC as president and COO for three years before joining VMware in September 2012.
Gelsinger has been critical to VMware’s massive success over the past nine years. He has more than doubled the size of the company during his tenure and led several major transformations.

He created the world market leader in virtualization, increasing VMware’s annual revenue from $4.6 billion to now nearly $12 billion.
There were rumors in 2018 that Gelsinger would leave his VMware post to become the CEO of Intel.
However, after several media outlets said he should pursue the Intel CEO job, Gelsinger dispelled those rumors in a Twitter post, which said, “Thanks for the shout out, but I love being CEO and not going anywhere else. The future is software!”