圓代工廠聯電及世界先進1月業績表現不同調；其中，聯電1月業績順利止跌回升，重返新台幣100億元大關之上，世界先進1月業績則持平表現。

聯電1月受惠特殊製程客戶需求增溫，合併營收達新台幣100.62億元，月增1.58%，中止連5個月業績滑落趨勢。


不知道 聯電及世界先進
代工能力如何?

The biggest advantage ARM has in the server space is the opportunity it gives customers to customise their ARM-based server SoCs. Intel just provides a ready-made chip and peripherals and the customer can take it or leave it – but if an ARM core is used a customer can tailor the SoC precisely to his requirement. With the big datacentre operators – Microsoft, Amazon, Facebook, Google et al – increasingly drawing up their own server specs which they then bung over to the Taiwan OEMs for implementation, the customisation opportunity is becoming more valuable.

Microserver的市場主要來自行動上網蔚為風潮以來所帶動的後端伺服器運作行為模式的多樣化需求, 謂之Hyperscale workloads！尚屬較為低端的伺服器市場，重點在低功耗與組態彈性化。


The characterisation that the heavy-lifting in servers needs to be done by Intel processors while lighter tasks can be left to ARM processors is an Intel's one. ARM-based solutions can use multiple high performance cores for heavy-lifting.

信心滿滿，ARM處理器不容Intel矮化。集合多顆高效的ARM核心，對于高負載工作，一樣免驚。


The collapse of Calxeda is unfortunate for them. They tried to go with 32-bit but the market really wants 64-bit.

Calxeda過於躁進，現在的64位元ARMv8才是市場要的。

16FF產品今年看得到？

When the first 16nm FinFET ARM implementations will hit the market？We’re squinting at this year.
- Pete Hutton, EVP and president of ARM’s product group


ARM sees the server market as a 50 million unit a year opportunity and aspires to a 5-10% market share by 2017. This year（2014） it sees itself gaining a ‘single digit percentage’ market share.

雖未正式出貨，伺服器兩大龍頭醞釀進軍microserver已然多時，HP的探月模組機Moonshot將陸續提供不同應用導向的CPU cartridge來讓客戶靈活運用在不同用途，CPU涉及Intel Atom、AMD Opteron、ARMv7、ARMv8，總的來說，仍以ARM架構居多數。Dell與AppliedMicro合作的64位元ARM微伺服器，也已出貨特約客戶測試中。


分析師雖然沒唱衰，實際上是稍顯保守的。

• ARM servers won’t ship in large volumes next year（2014）. 2014 is going to be a year of introductions and low-volume shipment of 64-bit ARM server [chips] from several suppliers.

• If AppliedMicro starts shipping 64-bit ARM server developer boards early next year, it “will be a feather in their cap. These boards, open for pre-orders in December of 2013, might be using sample chips, and the timing of commercial chip availability remains up in the air.
- Nathan Brookwood, principal analyst at Insight 64

看來，64位元ARM伺服器晶片大量出貨，在今年上半是有難度的。

風雨飄搖之際，高通迎來新仇舊恨。

就在中國盡4G元年的前後，先是官方發改委調查高通壟斷之事，現在當地IT名人老杳（王艷輝）亦代表手機民企，舉報高通存在過度收取專利費和搭售的行為
。

相關視頻可在以上鏈接取得。

往壞的想，可能會發生DVD產業這個結果吧。中國的一些公司生產DVD可能就掙幾塊錢人民幣，但是海外的專利擁有者，他會掙到很多美金。結果就是中國的整個產業，徹底淪為製造業。
- 王艷輝, 中國通信工業協會旗下的手機中國聯盟秘書長

新的ARM Cortex-A17架構...MTK首發???

联发科技今日发布全球首款真八核4G LTE智能手机系统单芯片（SOC）解决方案MT6595，采用ARM 高性能Cortex-A17 CPU和Imagination Technologies最新PowerVR Series6 GPU，支持超高清H.265视频编解码。领先的CorePilot技术大幅优化异构多任务架构，带来卓越的高性能和低功耗平衡


http://www.cnbeta.com/articles/271955.htm
http://www.arm.com/zh/products/proc...7-processor.php

原來我們都誤會瑞芯微了，RK3288真的是Cortex-A17，只是意外提前曝光CES，被ARM制止，成了Rockchip啞吧吃黃蓮。

看來Cortex-A12已經GG了，A17就是A1小改匯流排，CPU核心微架構跟A12一模一樣。



Mediatek的雙四核CPU策略放棄高功耗的Cortex-A15，採用較低功耗的A17/A12搭配A7使用28nm製程，符合發哥style，預期業界有人跟進。而目前仍未看到其20nm產品規畫，有內線嗎？

http://www.xfastest.com/thread-129655-1-1.html
八核全開??要提升60%就只有把4核a7加進來一起運算

MTK MT6595 : 28nm 四核Cortex-A17 + 四核Cortex-A7 + 整合LTE modem(支援TDD-LTE + FDD LTE) + 異質多工 (Heterogeneous Multi-Processing: HMP)

真可怕的規格...這也代表MTK 在mobile market的 "中高階" 地位確定

MT6595解決方案及參考設計將會在上半年開始向全球客戶發送，終端產品會在今年下半年問世。

但ARM的官方時程表卻顯得詭異。

If a customer is looking to ship in 2014, Cortex A12 will be the only option for them in the mid-range from ARM. If a customer wants big.LITTLE or they are starting a design now, Cortex A17 is the obvious fit. We should see the first devices using Cortex A17 CPU cores shipping in early 2015. Cortex A17 IP will be available to ARM customers for implementation by the end of this quarter.
- ARM

季底IP方就緒，MT6595現在端出，是咋回事？




Cortex A17 is a design that is roughly 60% faster than a Cortex A9r4 at a given frequency/process/memory interface (Cortex A12 is 40% faster than A9r4 under the same conditions).

On a given process node, the Cortex A17 can occupy around 20% more area than a Cortex A9 or a marginal increase over a Cortex A12 design. Running the same workload, the Cortex A17 is expected to be 20% more energy efficient than the Cortex A9 (race to sleep), but with higher peak power consumption from the A17.

ARM expects to be able to deliver similar performance to the Cortex A15 (in mobile apps/benchmarks, likely not in absolute performance), but in a much smaller area and at a lower power. If this is just what the Cortex A15 should have been from the very beginning, at least for mobile applications.

相當諷刺的評論，Cortex-A15本來就應該達到這個目標的。



Cortex A17 takes the basic 2-wide out-of-order architecture of the Cortex A12 and improves it. The front end and execution engine are similar to Cortex A12, with most of the performance/efficiency gains coming from improvements to the memory subsystem.



原來當初的A12是半殘 (AMBA 4 AXI, lacking the requisite coherent interface)，無法支援big.LITTLE，A17現在修正（AMBA 4 ACE）過來了。




用免驚，64位元不會把32位元幹掉的。

novatek 開始推出ARM 電視CHIP ..

會不會有天也推出手機 chipset ???