Qualcomm is preparing to give up its push to develop processors for data-center servers, an effort that sought to break Intel's hold on the lucrative market, according to a person familiar with the company's plans.
Globalfoundries is now delivering in volume its 14nm High Performance (HP) technology that will enable IBM's next-generation of processors for server systems.
Microsoft is committing to use chips based on ARM Holdings technology in the machines that run its cloud services, potentially imperiling Intel's longtime dominance in the profitable market for data-center processors.
The agreement covers the use of Rambus patented memory solutions, including server DIMM chipsets, for Winbond products through 2021.
After more than half a decade in the making, ARM server chips should have struck gold by now, but they haven't. ARM servers were projected to be approaching a double-digit server market share, but they still are virtually non-existent.
The chip, called Piton, would "substantially increase processing speed while slashing energy usage."
Few companies enjoy the kind of dominance Intel does in chips for the computers found in data centers. But competitors keep trying to pry open its server stronghold, with IBM the latest to brandish a new tool.
Wall Street Journal
Qualcomm's second-quarter results show the chipmaker is overcoming hurdles in China, while rival Intel faces fresh headwinds in servers -- the key to its profit.
I don't expect Intel to roll out server chips built on the company's 10nm technology to roll out in 2017; Intel is expected to introduce its second-generation 14nm server chip family in early to mid-2017. However, if Intel can get the process ramped at high yields during the second half of 2017 with PC-targeted products, it should bode well for a launch of 10nm server processors in the first half of 2018.
Qualcomm is poised to get a crucial stamp of approval for its fledgling push into server chips, a market dominated by Intel.
Qualcomm has revealed its plans to enter the server CPU market with a custom processor based on a design from UK chip company ARM.
Applied Micro Circuits recently appointed hedge fund manager Christopher Zepf as one of its board of directors, which has led many to believe that perhaps the company might soon present itself for sale.
In the data center, where Intel has handily trounced AMD in sales of server microprocessors, there is still a need for x86-compatible chips, of which AMD holds the only cards outside Intel. That could make AMD a target in the data center for Xilinx or for Chinese state-owned investment vehicles.
The deal brings together HP with the investment arm of China's Tsinghua University in a joint venture called H3C, worth $4.5bn.
China's Suzhou PowerCore Technology said it would offer its own variant of the IBM Power8 microprocessor, the first chip to emerge from the program, which is known as OpenPower. The CP1, as the Chinese chip is called, is expected to be used initially by another Chinese company called Zoom Netcom in a new line of servers called RedPower.
Wall Street Journal
Avnet Technology Solutions has landed the contract to supply Lenovo's recently acquired x86 server products and related offerings across the UK and Europe.
Qualcomm, which uses processor technology licensed from ARM, follows a handful of other ARM chip suppliers that are trying to offer server chips.
Samsung successfully expands the use of the 20 nanometer process from PC and mobile memory to the enterprise server market.
Hewlett-Packard reported fiscal first-quarter sales and profit that topped analysts' estimates as the personal-computer maker won new orders for corporate machines and servers to run data centers.
Bloomberg (via Businessweek)
AMD is rolling out its server CPU platform based on ARM's 64-bit technology - the first of such collaboration between the two firms. The Opteron A1100 series chip, codenamed Seattle, is fabricated using 28nm process technology, and the chip maker plans to sample it this quarter.
AMD on Tuesday said it will be sampling 64-bit ARM system-on-a-chip (SoC) products to customers this quarter and is "on track to launch one of the industry's first 64-bit ARM server SoCs in 2014."
Lenovo's talks to buy part of IBM's server business show the Chinese PC giant's next ambition: challenging US rivals in the lucrative market for products and services aimed at corporate clients.
Wall Street Journal
Qualcomm's CEO said his company has the capabilities to build ARM server chips but was careful not to disclose any product plans at the International CES in Las Vegas.
Imagination Technologies will release a new CPU design in 2014 for low-power servers.
Hewlett Packard and Japan's NEC will expand their existing partnership to develop high-end x86-based servers for cloud and Web applications.
AMD plans to sample its first ARM-based processors for servers early next year, alongside paired CPUs and integrated graphics cores in an attempt to oust Intel's Xeon from its dominance in the server market.