TechEye |  |
- TSMC claims 20nm boost
- It's official - Apple messed up iPhone 5 refresh
- AMD results were better than expected
- Analysts wonder about Lenovo Blackberry bid
- MPAA collects IsoHunt scalp
- Microsoft releases Windows 8.1
| Posted: 18 Oct 2013 05:11 AM PDT TSMC shares have been increasing after the contract chipmaker expressed optimism about the 20 nanometer process to its 2014 sales. TSMC is splashing out on capital next year, to gain a technology lead over its peers in the global semiconductor foundry business. According to the Taiwan press shares have been increasing both in Taiwan and in foreign parts as investors liked what TSMC announced. KGI Securities analyst Eason Lee said that TSMC gave a strong impression that the sophisticated 20nm process will contribution heavily to the company's sales for 2014. TSMC has made a better-than-expected progress in developing the 20nm process. TSMC said it will start to supply chips on the 20nm process in the first quarter of next year and estimated that the operations could account for about 10 percent of its annual sales for 2014. Lee thinks that the 20nm process is likely to make up more than 10 percent of TSMC's total revenue next year. It could even hit 15 percent as the company's estimate seemed a bit conservative, Lee said. TSMC is planning to begin production of chips on the 16nm process in 2015. " |
| It's official - Apple messed up iPhone 5 refresh Posted: 18 Oct 2013 02:57 AM PDT Verizon has confirmed that the launch of the iPhone 5C and 5S was a total mess. Communications Chief Financial Officer Fran Shammo said Apple Inc's iPhone 5C "undersold expectations" which is shorthand for sold like a freshly steamed turd. People wanted to buy Apple's iPhone 5S but for some reason Apple did not supply enough of them into the shops. Shammo told Reuters after the company reported its third-quarter earnings that other telephone companies were reporting the same thing. Shammo said scarcity of the iPhone 5S was a significant problem for Verizon Wireless, which missed Wall Street's third-quarter expectations because of it. The fact that iPhone 5S customers were still waiting to receive their phones would be reflected in its numbers in the fourth quarter. Shammo did not say how much of an overall effect the shortage of the iPhone 5S had on the company's third-quarter figures, but he appeared somewhat cross. About half of Verizon's smartphone activations are for iPhone customers, so if Apple sneezes, Verizon is sent to bed with the snuffles. In this case Apple's gameplay seemed to have given the outfit a note from its mother and a week living off Chicken soup and Night Nurse. What gets Shammo cross is that he didn't know how many customers would have come that didn't because they knew there was a shortage. |
| AMD results were better than expected Posted: 18 Oct 2013 01:43 AM PDT AMD surprised the cocaine nose jobs of Wall Street by accouncing a better than expected third quarter result. AMD made $1.46 billion which was made up of operating income of $95 million and net income of $48 million. Analysts figures were stuffed up by AMD collecting a deal to supplying processors for new game consoles like Sony PlayStation 4 and Microsoft Xbox One, which go on sale in November. Rory Read, AMD president and CEO, said that AMD returned to profitability and generated free cash flow in the third quarter. He said that it was all part of his strategic transformation plan which was outlined a year ago. Read said he wanted to generate half of the outfit's revenue from high-growth markets over the next two years. "Developing industry-leading technology remains at our core, and we are in the middle of a multi-year journey to redefine AMD as a leader across a more diverse set of growth markets," Read said. But there was somethings to concern investors, some of whom thought the blow-out in the books from the console deal should have been higher. Revenue from the company's computing solutions segment revenue decreased six percent sequentially and decreased 15 percent year-over-year. This was due to less notebook and chipset unit shipments, partially offset by an increase in desktop unit shipments. Operating income was $22 million, compared with operating income of $2 million in the second quarter and an operating loss of $114 million in third quarter of last year 2012. The microprocessor average selling price (ASP) was flat sequentially and decreased year-over-year, AMD said. Graphics and visual revenue increased 110 percent sequentially and increased 96 percent thanks to AMD's semi custom business. But GPU revenue declined, this is because in the third quarter AMD customers began moving to new products. |
| Analysts wonder about Lenovo Blackberry bid Posted: 18 Oct 2013 01:29 AM PDT The cocaine nose jobs of Wall Street seem a little baffled by Chinese outfit Lenovo’s moves to buy the troubled mobile phone maker Blackberry. The Wall Street Journal claims Lenovo wants to bid for all of BlackBerry, which includes its faltering hardware unit, along with its security-focused service businesses and a string of hard-to value patents. Lenovo has signed a non-disclosure deal to examine BlackBerry's books, but Wall Street thinks that the regulatory obstacles for it buying all the company are too great. Multiple sources close to the matter have told Reuters BlackBerry is in talks with Cisco, Google and SAP to flog all, or parts of itself. But the names are unlikely to want all of the company and will want to buy bits that mesh well with or expand their own businesses. Lenovo, however, could be a starter to own and run the lot. Blackberry would give it a foot in the door to mobile. It also sits well with its business hardware business. But such a deal might worry regulators in Ottawa and Washington. Firstly it would give Lenovo a secure network that handles millions of confidential corporate and government emails every day. The US has a problem with giving that sort of thing to the Chinese who it is convinced will spy on it before it has a chance to spy on its own citizens. In fact word on the street is that if Blackberry is sold to anyone, that part of the business will have to go to a North American entity. Blackberry’s less contentious handset business, however, could be shopped to an Asian device maker and no one would care that much. The Canadian government might step in to veto any foreign takeover of a Canadian asset or company if it deems such a deal would not bring a "net benefit" to the country, or if it believes a deal might pose a threat to national security. Only last week, Canada blocked an Egyptian telecommunication entrepreneur's bid to acquire the Allstream fibre optic network owned by Manitoba Telecom, claiming that it had national security concerns. It is fairly likely that Industry Minister James Moore would have a heart attack over Lenovo’s interest in BlackBerry. In an interview at the World Economic Forum, Lenovo Chief Financial Officer Wong Wai Ming told Bloomberg the company would bid for BlackBerry. |
| Posted: 18 Oct 2013 01:25 AM PDT The Motion Pictures Association of America (MPAA) has managed to shut down IsoHunt, one of the longest running filesharing torrent operations. Gary Fung, owner of IsoHunt.com, has agreed to a settlement and as a part of the deal the torrent indexing site will close down. He will also be allowed to remove the horse's head from his bed. The judge Jacqueline Chooljian, cancelled the hearing which was planned after she was informed that both the parties came to a deal. According to an MPAA press release, isoHunt.com agreed to halt all operations worldwide in connection with a settlement of the major movie studios' landmark copyright lawsuit against the site and its operator Gary Fung. The settlement included terms under which Fung will be prohibited from profiting by infringing content produced or copyrighted by MPAA and its member studios. The breakthrough in the case happened in March when the 9th Circuit Court of Appeals ruled against IsoHunt.com and Fung stating that there was enough unrebutted evidence in the summary judgment record to prove Fung offered his services with the object of promoting their use to infringe copyrighted material. There was the usual self congratulations from the MPAA about how the Isohunt closure will send a strong message to all those who encourage, enable and help others "to commit copyright infringement are themselves infringers, and will be held accountable for their illegal actions". However the case did not exactly go the MPAA's way. Only a few days ago the MPAA was told off by the judge for seeking damages several times the total worth of isoHunt. The MPAA asked the court for $110 million, when it admitted that isoHunt only has $5 or $6 million. The Judge said that by stripping Fung of all his assets there is no actual deterrence. It actually makes no odds taking someone's money 50 times over. The site was still up this morning when we looked for research purposes. |
| Microsoft releases Windows 8.1 Posted: 17 Oct 2013 07:14 AM PDT Software giant Microsoft said it has now made Windows 8.1 available to download. |
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