Noel's Feed
Mar 18, 2013

Global PC shipments falling more than expected -IDC

SAN FRANCISCO, March 18 (Reuters) – Global PC shipments,
already hit by consumers’ growing preferences for tablets and
smartphones, are falling more than previously predicted due to
weakness in China, according to market research firm IDC.

Slower February shipments in China caused by government
budget cuts and other factors mean worldwide PC shipments could
fall by a “double-digit” percentage in the first quarter,
compared with a previous estimated decline of 7.7 percent, IDC
said in a report on Monday.

Mar 12, 2013

Apple’s iPads to fall behind Android tablets this year: IDC

SAN FRANCISCO (Reuters) – Shipments of Apple Inc’s iPads will fall behind the growing variety of tablets running Google Inc’s Android platform for the first time this year as smaller-sized devices catch on with more consumers, research firm International Data Corp (IDC) said on Tuesday.

iPad shipments are expected to account for 46 percent of the market in 2013, down from 51 percent last year, IDC said. Devices running Android are expected to grow their market share to 49 percent this year from 42 percent last year.

Mar 7, 2013

Next Intel CEO to guide new business, maybe Apple deal

SAN FRANCISCO/NEW YORK (Reuters) – Intel’s next CEO is likely to shepherd the top chipmaker into a growing contract-manufacturing business, a strategic shift that could lead to a deal with Apple and give it a fighting chance to make inroads in the mobile arena.

Manufacturing chips on behalf of other companies is a major departure for Intel, which for decades has based its business on using its manufacturing prowess to offer its own PC chips superior to rival products. As PC sales contract and Intel’s fabrication plants operate at less than full capacity, the chipmaker sees an opportunity to fill idle production lines while earning new revenue.

Mar 7, 2013

Analysis: Next Intel CEO to guide new business, maybe Apple deal

SAN FRANCISCO/NEW YORK (Reuters) – Intel’s next CEO is likely to shepherd the top chipmaker into a growing contract-manufacturing business, a strategic shift that could lead to a deal with Apple Inc and give it a fighting chance to make inroads in the mobile arena.

Manufacturing chips on behalf of other companies is a major departure for Intel, which for decades has based its business on using its manufacturing prowess to offer its own PC chips superior to rival products. As PC sales contract and Intel’s fabrication plants operate at less than full capacity, the chipmaker sees an opportunity to fill idle production lines while earning new revenue.

Feb 26, 2013

Intel launches latest platform for crunching Big Data

SAN FRANCISCO, Feb 26 (Reuters) – Intel launched a
new software platform for number-crunching on a massive scale,
its latest offering in a growing field that it hopes will boost
sales of its powerful server chips.

The Santa Clara, California-based chipmaker is one of a
growing number of technology companies that want to help
organizations find value in Big Data — the analysis of vast
troves of information that can be culled from social media, Web
searches, financial records, and other mountains of digital
facts and figures.

Feb 25, 2013

Intel takes big step in foundry business

SAN FRANCISCO, Feb 25 (Reuters) – Intel Corp has
agreed to make chips on behalf of Altera, a significant
step toward opening its prized manufacturing technology to
customers on a larger scale, potentially including Apple
.

Intel will make Altera’s programmable chips using its
upcoming 14 nanometer trigate transistor technology, the most
significant agreement of its kind announced so far by the
world’s top chipmaker.

Feb 25, 2013

Altera’s future chips to be manufactured by Intel

SAN FRANCISCO (Reuters) – Altera(ALTR.O: Quote, Profile, Research) announced an agreement with Intel Corp (INTC.O: Quote, Profile, Research) on Monday for the manufacture of its programmable chips using Intel’s cutting-edge 14 nanometer technology, gaining an edge over rivals by accessing industry-leading chipmaking technology.

Altera, which with Xilinx(XLNX.O: Quote, Profile, Research) dominates the market for programmable microchips, touted its pact with the world’s top chipmaker as a major competitive advantage, as a slowdown in telecoms infrastructure spending continues to erode sales growth.

Feb 25, 2013

Intel debuts new smartphone chip as mobile market consolidates

SAN FRANCISCO, Feb 24 (Reuters) – PC chipmaker Intel Inc
hopes its new smartphone processor will help it find a
foothold in a mobile market coalescing around Apple AAPL.O>,
Samsung Electronics and Qualcomm.

Intel says its latest processor for mainstream smartphones,
dubbed Clover Trail+, delivers up to double the computing
performance and three times the graphics horsepower of its first
smartphone chip, which was used last year in devices sold in
Europe, Africa, China and India.

Feb 15, 2013

Influential short-seller warns of bubble in 3D printers

SAN FRANCISCO (Reuters) – Shares of companies that sell 3D printers fell on Thursday after Citron Research said they were vastly overvalued and that the technology, highlighted this week by U.S. President Barack Obama, has been hyped.

Makers of 3D printers in recent years have turned an evolving technology used by manufacturers for over two decades toward consumers, offering the prospect of producing everything from toys to tools in the home, and sending their share prices soaring.

Feb 14, 2013

Flextronics woos startups with Silicon Valley tech center

, Feb 14 (Reuters) – Moving ideas from
sketches on napkins to factory floors is often the toughest
stage for a startup entrepreneur. Flextronics International Ltd
thinks it can help with that.

The contract manufacturer, which produces the Xbox game
console for Microsoft Corp and smartphones for Google
Inc, as well as networking equipment and other
electronics gear, has upgraded its campus in Milpitas,
California, with equipment aimed at creating product prototypes
for customers in a hurry.

    • About Noel

      "Based in Thomson Reuters' San Francisco news bureau, Noel Randewich covers the semiconductor industry and the growing use of microchips in everything from smartphones to home energy management. Prior to his San Francisco posting, Mr Randewich spent a decade covering emerging markets news in Mexico City."
    • Follow Noel