A price war has developed on the server front after multinationals faced competition from original design manufacturers (ODMs) that make the machines.
Over the last year or so, companies such as Quanta Computer have undercut Dell and HP and won big orders from the likes of Google and Amazon. more»
The founder of hedge fund Kynikos Associates is betting against Intel’s share price and has done so for the last six months.
Intel turned in quarterly results that disappointed Wall Street late last night.
According to Reuters, Kynikos Associates founder Jim Chanos said he’d shorted Intel’s share for six months. more»
Manufacturers of X86 based servers are taking market share from intermediary companies such as Dell and HP.
And, according to Taiwanese wire Digitimes, that trend is sure to increase.
It reports that Taiwanese manufacturers Quanta and Wiwynn will sell more servers to big users during 2015. more»
Bitter semiconductor rivals Intel and AMD are set to up the stakes in 2015 with a fresh assault on the tablet market.
Both companies are often seen as the Tweedledum and Tweedledee of the chip market, continually foraying into battles where no one actually gets hurt. more»
Yesterday we reported that server revenues in Europe the Middle East and Africa (EMEA) only showed minor growth.
Those were figures from Gartner. But data from its deadly rival IDC indicate that things were less gloomy for server vendors in the third quarter of this year. more»
Shipments of servers in Europe, the Middle East and Africa (EMEA) fell by four percent in the third quarter of 2014 but revenues rose by 1.2 percent year on year to amount to $2.9 million.
Gartner said that growth seen in the second quarter of this year was “a short lived phenomenon and marginal revenue growth…highlights the fragility of demand”. more»
Dell and Intel have interviewed over 5,000 people with jobs to find out what they think about technology.
It is stating the obvious to say both Intel and Dell want small, medium and large organisations in the 12 countries they surveyed to buy more tech, rather than less. more»
After keeping a low profile over the last few years, it appears that Taiwanese firm Via is planning to re-enter the mainstream PC market in the next year.
According to an interview in Taiwanese wire Digitimes, the company has a joint venture with the government of Shanghai and is deploying X86 based microprocessors along with graphics chips. more»
Chipzilla has said that it is shrinking PCs to thumb-sized “compute sticks” that will be out next year.
The stick will plug into the back of a smart TV or monitor “and bring it intelligence to that,” claimed senior vice president and general manager of the PC Client Group Kirk Skaugen. more»
Intel rival AMD said it has added two system on a chip (SoC) devices to its semiconductor roadmap.
The Carrizo and the Carrizo-L are being positioned as the firm’s answer to the mobile market.
The chips will support Microsoft DirectX 12, OpenCL 2.0, AMD’s Mantle and Freesync and support for Windows 10, when that emerges next year. more»
Megadistributor Avnet said it has been appointed as a global Lenovo route to market.
This follows Lenovo’s acquisition of IBM’s System x (X86) server business early in the month.
Avnet said it will sell Lenovo servers in over 40 different countries around the world. more»
Lenovo’s offer to buy the remainder of IBM’s X86 business is likely to be concluded this Wednesday.
IBM is disposing of the deal to the Chinese manufacturer for $1.8 billion and when the acquisition is complete, it will finally have washed its hands of all of its X86 business. more»
In a sign that things wont be what they were in the past, HP said it has announced two servers based on ARM architecture, rather than the old fashioned Intel stuff.
The two enterprise class servers use 64-bit ARM microprocessors which it said “offer value choice in their compute strategy”. more»
A report from Gartner today suggested that original design manufacturers (ODMs) are set to cut out brand vendors in the global X86 server market.
It estimates that sales of servers by ODMs directly to customers will be worth $4.6 billion by 2018, representing 16 percent or so of the market. more»
In one of those strange twists of fate that dog the semiconductor industry, it appears X86 giant Intel is now one of the biggest licensees of ARM tech on the planet, now it is a foundry business. ARM, of course, offers an advantage over X86 servers in terms of both functionality and heat. more»