Low stock and high pricing are the results of the ongoing chip scarcity, which affects everything from PCs to Cameros. It isn’t going away anytime soon, unfortunately. Intel CEO Pat Gelsinger told shareholders during a shareholder meeting to disclose the company’s third-quarter financial results that he doesn’t expect the shortfall to end until 2023 at the earliest.
“We’re at the worst of it right now,” Gelsinger told CNBC. “Every quarter next year, we’ll get marginally better, but supply-demand equilibrium won’t be achieved until 2023.” Intel has stated that processor shortages are causing a drop in laptop sales and cautioned that finding good PC discounts this holiday season may be difficult.
To some extent, the other heavyweights of the semiconductor industry concur. Nvidia CEO Jensen Huang said in a similar earnings call in August that supply chain challenges will remain for “the great majority” of 2022. For almost two years, Nvidia’s graphics cards have been in such limited supply that secondary market prices have skyrocketed as scalpers, cryptocurrency miners, and the occasional PC gamer compete for the few GPUs that are still available on the retail market.
In the PC industry, Intel and Nvidia’s main rival agrees, but they are significantly more hopeful. AMD CEO Lisa Su projected that the chip shortage in the second half of 2022 will be “less severe” after being “tight” in the first half, speaking at the Code Conference in September.
It doesn’t end there, though. Qualcomm, ARM, Samsung, and Apple executives all believe that the chip shortage will last until at least 2022, with varying degrees of pessimism for longer forecasts. Industrial powers are attempting to improve supply through increased manufacturing, while politicians strive to assist them to different degrees of success. However, the general assumption appears to be that high pricing and limited supplies will continue to be the norm for practically everything that contains a chip in the coming year.
Nvidia’s CEO is exploring the Omniverse and Metaverse
This is what Nvidia plans to do now that the ARM deal has fallen through.
For Nvidia, the last few years have been eventful. Softbank has been ramping up production to help deal with the chip scarcity in between trying again and again, despite the disapproval of numerous governments, to eventually fail to purchase Arm from Softbank. It’s even collaborating on a massive AI research computer with Meta, which Nvidia recently surpassed to become the US’s seventh-largest firm. With recent company changes, Meta may have done some of that to itself.
But what’s next for Nvidia now that the Arm agreement is no longer on the table? It’s all about going forward with the metaverse, the Omniverse, and self-driving cars, according to Jen-Hsun Huang, CEO of Nvidia and one of Time’s most influential people of 2021.
However, new technologies such as Nvidia’s scalable, powerful 3D simulator, Omniverse, are on the horizon. It’s mostly used for mimicking real-world scenarios in a way that can be collaboratively developed and tested before going into full production. As a result, it’s frequently associated with metaverse trials, or at the very least, the ability to create realistic 3D spaces. Aside from Nvidia’s own goals of creating a digital Earth 2 for climate modeling, it appears to be widely used by businesses.
“It’s being used to link designers and makers.” They’re simulating logistics warehouses and factories with it. Because we imitate sensors physically and accurately, they’re using them to generate synthetic data. You could use it to simulate data acquired from LiDAR, radars, and, of course, cameras for training AIs,” Huang stated.
When it comes to the metaverse, Huang was less detailed but expressed hope that it would be an open platform based on the Pixar-designed Universal Scene Description, which is also used in the Omniverse concept. Given what we’ve seen thus far about the metaverse, one of the last things that spring to mind is the word “open.” Instead, it appears to be capitalist profiteering and market research, making the expectation of a more open platform one of the more positive options. Hopefully, Nvidia can assist in the creation of one that does not resemble whatever this is.
In the interview, Huang expresses confidence in Nvidia’s future with autonomous vehicles. For the time being, the CEO wasn’t talking about consumer cars, but rather a warehouse robots or short-distance deliveries.
They’re known as AMRs or autonomous moving robots. You could put them inside walled factories and have them transport commodities and inventories. Like Neuro and others, you may be delivering things across the last mile. All of these fantastic companies specialize in last-mile delivery. “As long as you don’t overpromise, all of those applications are extremely doable.”
He went on to emphasize the importance of Nvidia’s automotive segment for the firm’s future, and given that this is a company that makes us think of PCs rather than moving vehicles, it appears to be a major focus for the company going forward.
In an interview with VentureBeat, Huang discusses the techniques Nvidia will employ going forward, despite the failure of the Arm merger. Unsurprisingly, this includes continuing to develop CPUs, GPUs, and DPUs for whichever architecture is appropriate at the time.
NVIDIA has officially abandoned its plans to acquire ARM
The original $40 billion cash-and-stock transaction is now worth more than $60 billion.
NVIDIA and Softbank revealed that their intentions to buy ARM, a UK-based company that licenses semiconductor technology used in most smartphones, have been scrapped. The transaction fell through on Monday, a year and a half after NVIDIA said it was buying Softbank’s chip unit for $40 billion in cash and equity. If the purchase had gone through today, it would have been valued at nearly $60 billion based on NVIDIA’s current stock values.
“ARM has a bright future, and we’ll continue to support them as a proud licensee for decades to come. Though we won’t be one company, we will partner closely with ARM. I expect ARM to be the most important CPU architecture of the next decade.”said NVIDIA CEO Jensen Huang.
From the beginning, the intended takeover was faced with criticism. Qualcomm and Microsoft, both ARM clients, protested to the agreement, fearing that NVIDIA would block ARM from licensing its chip designs. Regulators closely analyzed the enormous transaction, which would have been the largest in the chip industry. It was investigated twice by the UK’s Competition and Markets Authority for its influence on product costs and quality, as well as its implications for national security.
The Federal Trade Commission filed a lawsuit in the United States to prevent the deal from going through, citing fears that it would hinder competition for a variety of technologies. According to previous reports, NVIDIA has been planning to walk away from the agreement since early January, after failing to persuade regulators to approve the purchase.
According to The New York Times, NVIDIA has frequently stated that it will maintain ARM’s revenue model, and has even advocated establishing a separate licensing firm for its chip designs. It also stated that it will license any ARM-based IP it produces to any company, regardless of size. In response to the FTC’s action, its lawyers stated, “There is no evidence that a merged NVIDIA and ARM would have either the ability or the incentive to impair competition.”
“ARM is becoming a center of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things and the metaverse, and has entered its second growth phase. “We will take this opportunity and start preparing to take ARM public, and to make even further progress.”said SoftBank CEO Masayoshi Son
According to the sources, ARM owner Softbank will receive a break fee of up to $1.25 billion as a result of the failed transaction. SoftBank acknowledged that it would take ARM public, but provided no other information.
The Intel 12th-gen H for laptops is its fastest chip yet
Intel claims “the fastest mobile processor”, ever.
Ahead of CES 2022, Intel unveiled its latest 12th Gen Alder Lake chip, which has the company’s new hybrid architecture and is led by the Core i9-12900HK, which Intel boldly claims is “the fastest mobile processor” ever.
One of Intel’s biggest achievements in recent years was its first wave of 12th Gen Alder Lake desktop chips last fall, allowing the company to deliver a CPU that could compete with AMD’s Ryzen 9 5950X flagship in productivity and gaming.
And now, Intel is introducing the same revolutionary approach to chip design—with its Arm-esque performance and efficiency cores—to laptops, starting with its most powerful 45W H-series versions of CPUs.
That performance gain is significant. The 12th-generation i9-12900HK is up to 44 percent faster in PugetBench and up to 30 percent faster in Blender, according to Intel’s own data.
On both tests, the Intel CPU outperformed AMD’s Ryzen R9 5900HX and Apple’s M1 Max.
INTEL 12TH GEN ALDER LAKE H-SERIES CHIPS
|Model||Cores (performance / efficiency)||Threads||Max turbo frequency||L3 cache||Processor base power|
|i9-12900HK||14 (6P / 8E)||20||5.0GHz||24MB||45W|
|i9-12900H||14 (6P / 8E)||20||5.0GHz||24MB||45W|
|i7-12800H||14 (6P / 8E)||20||4.8GHz||24MB||45W|
|i7-12700H||14 (6P / 8E)||20||4.7GHz||24MB||45W|
|i7-12650H||10 (6P / 4E)||16||4.7GHz||24MB||45W|
|i5-12600H||12 (4P / 8E)||16||4.5GHz||18MB||45W|
|i5-12500H||12 (4P / 8E)||16||4.5GHz||18MB||45W|
|i5-12450H||8 (4P / 4E)||12||4.4GHz||12MB||45W|
Intel also announced the future 12th-gen CPUs that will come to thin and light laptops later in Q1. Two performance and eight efficiency cores will be added to U processors for thinner laptops, while up to six performance and eight efficiency cores will be added to the P line for more powerful thin-and-light laptops.
In Q1, Intel’s 12th-generation H laptop CPUs will be available in devices.
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