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The chip giant settled with AMD. But another rival is making noise about anticompetitive behavior.

After bumping along as low as $7 a share at the beginning of the year his stock is up near $14. Several months ago Apple (AAPL) began using his graphics chipset – a group of circuits designed to work together – across nearly its entire line of Macs, giving him a very high-profile endorsement. And in the white-hot netbook segment, his Ion processors have won raves for turning underpowered laptops into HD video machines.

Problem is, both of these acclaimed Nvidia (NVDA) products might be dead in the water.
Why? Huang blames chip giant Intel (INTC). Nvidia’s graphics chipsets, which Steve Jobs liked enough to buy by the boatload, aren’t allowed to work with Intel’s latest offering, code-named “Nehalem” – and in the computer world no Intel compatibility means no mainstream future.

Nvidia’s Ion chip is designed to work alongside the chip giant’s Atom processor, but lately it’s been priced out of the market by – you guessed it – Intel.

Feeling AMD's pain
All of this has piqued the interest of the Federal Trade Commission, which is looking into whether Intel has improperly used its power in the computer chip market to choke rivals. For those who are handicapping the chances that the FTC will bring charges, Nvidia’s gripes have recently taken on new importance: Advanced Micro Devices (AMD), which had been Intel’s main critic, recently settled its antitrust complaints with Intel for a tidy sum of $1.25 billion. That leaves Nvidia to bang the anti-Intel drum.

“I’m sympathetic to what AMD had to go through over the years,” Huang says.
Intel says it’s a tough but fair competitor, and that Nvidia has caused its own problems. To wit: The two companies signed a limited patent-sharing deal five years ago, and Intel says that if Nvidia had read the fine print, it would have noticed that designs like the current Nehalem chips weren’t covered in the agreement. And the Ion dispute? Well, Intel says it just lowered prices on its Atom chipsets to stay competitive. What’s wrong with that?

Nvidia tells a different story. Executives there say they’re a victim of the same kinds of tactics that got Intel into antitrust trouble in Europe and Asia. Nvidia believes it should be authorized to make Nehalem-compatible chipsets under the 2004 agreement; it claims Intel is just getting litigious to stop a competitive threat. And with Ion, Nvidia accuses Intel of unfair pricing that locks it out of the market. Intel says Nvidia just doesn’t understand the incentives it offers customers.

(The two companies are battling in court over the chipset agreement. Intel has asked a Delaware court to clarify whether Nvidia has the right to build Nehalem chipsets, and Nvidia has countersued for breach of contract.)

The courts will ultimately decide who’s right – that is, unless Intel decides to ink a settlement with Nvidia, too. Even then, that probably won’t be the end of Intel’s legal headaches. Maybe that’s the trouble with being a giant. There’s always some kid with a slingshotgunning for you.

According to a report published by c’t magazine, Intel is now aiming to launch Larrabee in a variety of flavors in 2010 and has scrapped the previous late 2009 plan. Intel’s Joseph Schultz made this comment during the opening of a visual computing research center in Saarbruecken, Germany. Spokesman Nick Knupffer confirmed the narrowed-down date, but declined to provide further comments.
Schultz also told c’t that it will be a “big challenge” to compete with Nvidia’s and AMD’s products and especially highlighted the power-efficiency achieved by AMD’s Radeon graphics cards.

Intel is very careful providing any information about its x86-based Larrabee. What we know, however, is that the device will be based on second-generation Pentium processor technology with the P54C core. The first Pentium core (P5, 800 nm, 60 and 66 MHz) was in development since 1989 and was introduced in 1993. The P54C was launched in 1994 with speeds up to 120 MHz, while the succeeding 350 nm P54CS reached 200 MHz. The 55C core (280 nm up to 233 MHz) followed in 1995 and was replaced with the Pentium II in 1997.

Larrabee is expected to come in multiple flavors with at least 8 cores at the low-end have at least 32 cores on the high-end. At a clock speed of 2 GHz, the 32-core version could be topping a theoretical maximum performance of 2 TFlops.

Intel and Taiwan Semiconductor Manufacturing Company (TSMC), one of the world’s largest chip foundries, just announced a marketing collaboration involving Intel’s Atom processor. Atom is Intel’s effort to downsize its processor chips to fit into the realm of emerging smart devices below the Personal Computer space. TSMC will work closely with Intel to port some of the Atom processors to its own process and design flows. TSMC will also have the ability to do engineering on the chip to build customized versions for the large number of existing TSMC customers. However, Intel will have ownership of the final device and the customer, as Intel will be selling the custom designed chips that TSMC designs and builds in its foundry.

As PC sales wane, and their chip revenues along with them, Intel looks to additional sources for revenues. Consumer products represent a massive potential market, though at clearly lower margins and price points. But, Intel’s cost of operations makes it a supplier at too high a price to go after the cut-throat and highly price sensitive consumer market. And Intel is not set up for customized, System On Chip (SOC) solutions the market demands. Enter a partner that can bring all of this capability to Intel – TSMC.

This is a direct attack by Intel on competing processors, especially the ARM processor, which is trying to move upstream from the smart phone and embedded gadgets market it currently dominates, while Intel is trying to move downstream with Atom into this overlapping space. The battleground in the middle will be aggressive and likely bloody, with huge potential returns. And while Intel’s attack is primarily on ARM, it also has profound effect on other players – AMD, Qualcomm (Snapdragon), Nvidia, TI, and even Marvel to whom Intel sold off its own ARM-based processor (XScale).

Intel announced a technology partnership with Nokia that could potentially give the chip maker the breakthrough it has been looking for into the mobile market.

The companies said last night they would work together on a new class of mobile computing devices, but would not say when they would come to market or give details on the kind of wireless products they hoped to develop together.

Analysts saw the pact as strategically important for Intel in the long term because it gains the world's top cellphone maker as a potential client.

But given the lack of details, analysts said it could take one or two years for products to come to market, and it remained to be seen if they would find favour with consumers.

"Intel at least has its foot in the door. It's an important and strategic customer," said Gartner analyst Jon Erensen, who sees the partnership as a way for Intel to get into the market for advanced phones known as smartphones.

However, he added, "You're probably talking about something like 2011 before you get down to the power consumption and integration (levels) you'd need for that kind of device."

Analysts said the deal gives Intel a chance to take on leading cellphone chip makers Qualcomm Inc and Texas Instruments, a big Nokia supplier.

It could also mean stiffer competition for ARM Holdings , which supplies core cellphone processors to both Texas Instruments and Qualcomm, and whose customers rely in part on software from Wind River Systems.

Intel said earlier this month that it would buy Wind River, whose software speeds up and connects devices made by Samsung Electronics, Apple, Hewlett-Packard Co and Motorola.

Intel, whose microprocessors are found in eight out of 10 personal computers, already works with LG Electronics on mobile devices. The agreement with Finland's Nokia, the world's largest cellphone maker, is a bigger step.

Intel Chief Executive Paul Otellini has said that the handheld, embedded and netbook markets would be as important for the company as the PC market in the near future.

Under the agreement, Intel will buy intellectual property from Nokia related to high-speed wireless technology. They also plan to collaborate on open-source mobile Linux software projects, which some analysts say will compete with Google's Android software in the netbook and mobile Internet device (MID) market.

Intel and Nokia said they aimed to define "a new mobile platform beyond today's smartphones, notebooks and netbooks" for hardware, software and mobile Internet services. They stressed the pact was about their technology collaboration and not about specific products.

INTEL (TICKER: INTC) and Nokia (NOK) announced a strategic alliance to develop Intel architecture-based mobile chips and open-source software. The goal appears to be creating open and standards-based technologies to explore new ideas and products in mobile computing and communications.

Collaborative efforts between the two companies will be centered around these three initiatives: definition of mobile chipset based on Intel architecture; development of open-source software infrastructure such as Nokia's Maemo and Intel's Moblin; and Intel licensing of Nokia's HSPA/3G modem internet protocol ...

INTEL LEADS the CPU market, full stop. More than ever, perhaps. So, why change its perfectly good branding then? After all, Core 2 - and Core 3, and so on - does sound better than Pentium, Hexium or Sexium, and definitely far better than Itanium, all names sounding like some evil Big Pharma drugs.

Aside from a lot of extra marketing and sales work, resulting in marketeers keeping their jobs in these tight times, there doesn't seem to be any real reason to rehash the branding just because of the Nehalem arrival.

The new chips, rather than being called say Core 3, got the brand new Core i7 moniker, in a way reminding us of the old P7 codename. Now, the dual-channel mainstream Nehalems will be called Core i5, and the low-end integrated-graphics parts might bear the burden of the Core i3 brand. And, just like the current i7 with the brand new three-digit product numbers instead of the old four-digit ones, you'll have an interesting time comparing chip models.

So, when you do your holiday system shopping later this year, you could, for instance, choose between the old Core i7 965, the new Core i7 960 or the brand new Core i5 XXX (I didn't say '860'). While all three are internally basically the same CPUs and run at a 3.2GHz clock, the differences will be there. The first one is the old 2008-launch part with unlocked multiplier but C0 stepping. The second one is to be the new part late this year, with locked multiplier but newer, more efficent D or even E stepping. And, finally, the last part will have two memory channels and the LGA1156 versus LGA1366 socket, but faster Turbo mode and of course cheaper P55-based mainboards. Love the confusion?

Many publications commented on the new branding approach, with mixed reactions. There is no clear connection to the old Core 2 branding, and even the product numbering was completely rehashed. Core 2 Quad Extreme QX9770 and Core i7 Extreme 965 cover the same market segment and run at the same default clock and, in fact, aren't that far apart in performance. But there's no correlation at all in the naming. The old Pentium, Pentium 2, Pentium 3 approach was, in this respect, more consistent.

Why not look at something like that, since Intel already went with this BMW-style numbering? The "7" series is the high end, the "5" series is the mainstream, and the "3" series is doing the basic work. An obligatory "X" could be added at the end of any Extreme part in the "7" and "5" series, to avoid having to use different basic numbers for otherwise same-clocked extreme and normal, that is, locked parts. A similar "L" could be added for the low power parts, and an "M" for the mobile parts. Plus, of course, a "G" for the graphics-enriched ones.

After all, at the Xeon front, that's the case already. The "W" parts are top bin workstation CPUs, the "X" parts are for high end servers, the "E" parts are the mainstream offerings, and the "L" parts are the low power workhorses for dense and green computing.

Then, there should be enough numbering in reserve to accommodate the 32nm 'Westmere' parts without changing the i7-i5-i3 sequence. Right now this scheme seems to be a bit tight for the i7 series as we'd only have the 980, 985, 990 and 995 numbers available before hitting the four digits, and that has to take care of the next 20 months at least. Aside from that, the possible i8-i6-i4 sequence could then be left for the Sandy Bridge and Haswell generations.

Talking about numbers, in Chinese, eight is a very lucky number, but four isn't. The last murdered Alpha CPU was codenamed EV8, but was supposed to be really called, umm, the 21464. So, maybe, let's skip any future 'i4' at the low end, eh?

Intel Chairman Craig Barrett will step down from his post in May, ending a 35-year stint at the world's No. 1 chipmaker, the company announced Friday.

Barrett, who joined Intel in 1974, also served as the chief executive of the company from 1998 through 2005.

"Intel became the world's largest and most successful semiconductor company in 1992 and has maintained that position ever since," said Barrett. "I'm extremely proud to have helped achieve that accomplishment."

Barrett said he was confident that Intel has the right management in place to continue its leadership in the chip making industry.

Jane Shaw, a board member since 1993, will replace Barrett as non-executive chairman in May.

Earlier this week, Intel CEO Paul Otellini announced that last quarter's profit tumbled 90% to $234 million, and reportedly told employees that he couldn't rule out the possibility that Intel might actually lose money in the current quarter. It would be the first time that's happened in more than 20 years.

The company also announced Wednesday that it will be cutting production at two U.S. silicon wafer facilities and closing three facilities in Asia, affecting between 5,000 and 6,000 workers.

Shares of Intel (INTC, Fortune 500) rose 3% in mid-afternoon trading, but the company's stock has lost more than 40% since August.

Intel Corp., the world's largest chipmaker, will sell processors to Nokia Oyj for mobile devices, marking the biggest breakthrough in Intel's expansion into the phone market.

The two will develop a new mobile device and chips, Intel and Nokia said today in a statement. Intel will also get mobile- phone radio technology from Nokia and the companies will develop versions of the Linux operating system for mobile devices.

Intel, whose microprocessors run more than 80 percent of the world's personal computers, has struggled for about a decade to get a foothold in the market for mobile-phone chips. The company has a unit that sells a scaled-down version of its personal-computer processor. The chip, called Atom, is designed for mobile devices that access the Web and handle basic computing functions.

"Even if they get just a piece of Nokia's business, it's a big deal," said Will Strauss, a Cave Creek, Arizona-based analyst for research firm Forward Concepts. "Nokia is still the biggest cell-phone maker in the world."

In 2006, Intel Chief Executive Officer Paul Otellini scrapped his predecessor's $5 billion investment in chips for mobile devices, after the company was late to the market and failed to win enough customers.

Restarted Effort

Now Otellini is again pushing to get Intel's chips into phones, a bid to lessen the company's reliance on computers, which account for more than 90 percent of sales. A total of 1.21 billion mobile phones were sold globally last year, according to ABI Research in Oyster Bay, New York.

Intel rose 3 cents to $15.71 at 11:18 a.m. New York time in Nasdaq Stock Market trading. The stock had gained 7 percent this year before today. Nokia, based in Espoo, Finland, fell 10 cents to 10.19 euros in Helsinki trading.

Intel Chief Financial Officer Stacy Smith said in February that the company needed to land one of the top five mobile-phone makers if it wanted to build a significant business.

Intel is challenging Texas Instruments Inc., the largest maker of chips used to run programs in mobile phones. San Diego- based Qualcomm Inc., meanwhile, supplies the majority of communications chips for phones. Both companies have said that Intel would struggle to break their dominance because its products use too much power.

Intel announced in February it had landed LG Electronics Inc., the world's third-largest phone maker, as a customer. LG will use an Intel processor to make a mobile Internet device, a cross between a mobile phone and a computer.

Intel's attempts to create a mobile business have foundered in the past, even when they've had announcements of interest from customers, said Jim McGregor, an analyst at Scottsdale, Arizona-based research firm In-Stat.

"They've been dreaming of getting a significant win at Nokia," he said. "It's a big announcement, they're a key guy. The only question now is whether they will actually come out with a product."

What’s in a name? If you’re Intel, there’s plenty of brand equity in names like Atom, Centrino, Core and Pentium. But there’s also a fair share of confusion, too, among consumers and IT buyers.

And so, Intel is planning on revamping its portfolio of brand names, an effort that revolves around a good-better-best format. In a statement, the company said:

…we are focusing our strategy around a primary ‘hero’ client brand which is Intel Core. Today the Intel Core brand has a mind boggling array of derivatives (such as Core 2 Duo and Core 2 Quad, etc). Over time those will go away in its place will be a simplified family of Core processors spanning multiple levels: Intel Core i3 processor, Intel Core i5 processor, and Intel Core i7 processors. Core i3 and Core i5 are new modifiers and join the previously announced Intel Core i7 to round out the family structure. It is important to note that these are not brands but modifiers to the Intel Core brand that signal different features and benefits. For example, upcoming processors such as Lynnfield (desktop) will carry the Intel Core brand, but will be available as either Intel Core i5 or Intel Core i7 depending upon the feature set and capability. Clarksfield (mobile) will have the Intel Core i7 name.

So glad Intel has taken the complexity out of it. Actually, the company acknowledges that there will be multiple brands in the market next year, including the old names, as the company makes the transition.

Under the Core brand, the i3 represents the entry-level of the Core family, with Core i5 and Core i7 representing the mid-level and high-level products. Celeron will stick around for entry-level computing, Pentium for basic computing and Atom for devices such as netbooks and smartphones. For PCs, think of Celeron being good, Pentium being better and Core being best.

Even Centrino, which came to be synonymous with wireless computing, won’t completely go away. The company plans to transition the name to WiFi and WiMax products next year.

Intel Corp., the world's largest chipmaker, will sell processors to Nokia Oyj for mobile devices, marking the biggest breakthrough in Intel's expansion into the phone market.

The two will develop a new mobile device and chips, Intel and Nokia said today in a statement. Intel will also get mobile- phone radio technology from Nokia and the companies will develop versions of the Linux operating system for mobile devices.

Intel, whose microprocessors run more than 80 percent of the world's personal computers, has struggled for about a decade to get a foothold in the market for mobile-phone chips. The company has a unit that sells a scaled-down version of its personal-computer processor. The chip, called Atom, is designed for mobile devices that access the Web and handle basic computing functions.

"Even if they get just a piece of Nokia's business, it's a big deal," said Will Strauss, a Cave Creek, Arizona-based analyst for research firm Forward Concepts. "Nokia is still the biggest cell-phone maker in the world."

In 2006, Intel Chief Executive Officer Paul Otellini scrapped his predecessor's $5 billion investment in chips for mobile devices, after the company was late to the market and failed to win enough customers.

Restarted Effort

Now Otellini is again pushing to get Intel's chips into phones, a bid to lessen the company's reliance on computers, which account for more than 90 percent of sales. A total of 1.21 billion mobile phones were sold globally last year, according to ABI Research in Oyster Bay, New York.

Intel rose 3 cents to $15.71 at 11:18 a.m. New York time in Nasdaq Stock Market trading. The stock had gained 7 percent this year before today. Nokia, based in Espoo, Finland, fell 10 cents to 10.19 euros in Helsinki trading.

Intel Chief Financial Officer Stacy Smith said in February that the company needed to land one of the top five mobile-phone makers if it wanted to build a significant business.

Intel is challenging Texas Instruments Inc., the largest maker of chips used to run programs in mobile phones. San Diego- based Qualcomm Inc., meanwhile, supplies the majority of communications chips for phones. Both companies have said that Intel would struggle to break their dominance because its products use too much power.

Intel announced in February it had landed LG Electronics Inc., the world's third-largest phone maker, as a customer. LG will use an Intel processor to make a mobile Internet device, a cross between a mobile phone and a computer.

Intel's attempts to create a mobile business have foundered in the past, even when they've had announcements of interest from customers, said Jim McGregor, an analyst at Scottsdale, Arizona-based research firm In-Stat.

"They've been dreaming of getting a significant win at Nokia," he said. "It's a big announcement, they're a key guy. The only question now is whether they will actually come out with a product."

End-to-End 802.11 Draft-N Notebooks with Intel® Centrino® processor technology are now available with new wireless technology offering faster throughput and better range. Certain WiFi Access Points (APs) are also available with the Draft-N standard of this technology. Better, faster, stronger 802.11 Draft-N APs, when coupled with a notebook based on Intel Centrino processor technology including Intel® Next-Gen Wireless-N, can offer up to 5X throughput¹ and up to 2X the range² over APs with 802.11a/b/g. The "Connect with Intel® Centrino®" logo program Selected access points (PDF 17KB) are all 802.11 Draft-N and undergo a controlled set of tests to evaluate: Performance over range Real world use cases: video, voice, data transfer Backwards compatibility Coexistence with a/b/g networks Elimination of dead spots We do the homework and you get the benefits. Tested and verified to work together Your new notebook with Intel® Centrino® processor technology and Intel Next-Gen Wireless-N has enormous potential. When you buy an 802.11 Draft-N Access Point, be sure to look for the "Connect with Intel® Centrino®" logo to maximize your WiFi experience. Sample performance of approved vs. non-approved access points: Look for the identifier on the wireless access point product packaging to ensure a better wireless experience with laptops based on Intel® Centrino® processor technology.

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For cutting-edge nomads seeking the best pocketable Internet experience, Intel® Centrino® Atom™ processor technology unleashes the freedom and flexibility of Mobile Internet Devices (MIDs) enabling you to enjoy your entertainment or access the full Internet on the go.