27 March 2008

Foreign Exchange Exposure Costing Taiwan Billions

This is slightly off topic but still interesting.

Yesterday I read in the China Economic News (CENS) that the strengthing of the NTD against the USD has cost Taiwanese insurance billions of NTD. According to CENS:

"The NT dollar has revalued around 7% against the U.S. dollar, far exceeding the scale of other currencies, so far this year, inflicting some NT$40 billion of foreign exchange-related loss or cost so far this year on life insurance firms from their overseas assets, which top NT$2.2 trillion in value."

According to CENS, the main reason for the loss is that only 50% of the NTD2.2 trillion overseas funds had a complete 100% hedge. CENS reports:

"Of the NT$2.2 trillion overseas assets, life insurance firms have resorted to traditional 100% direct-hedge method for NT$1 trillion, while employing the proxy hedge method, or one basket of foreign currencies which tend to move in the same direction with the NT dollar, for the remainder, which is useless due to the exceptional strength of NT dollar this year."

Today I also read that Chunghwa Telecom is also feeling the pain. Taipei Times reports:

"Chunghwa Telecom projected losses from the contract would amount NT$1.5 billion (US$49.9 million) based on the assumption that the New Taiwan dollar would rise to an average of NT$30 in the next 10 years. The firm said the losses were still within the acceptable range."

According to the article, the company is not concerned at the moment saying that there would be a realignment over time and that these losses are unrealized. If it continues to rise against the USD then these companies will have greater losses. The Taipei Times says:

"If the NT dollar appreciated to NT$28 against the US dollar, the losses would widen to NT$3.5 billion from NT$1.5 billion estimated previously."

Of course the problem for many companies was that the NT dollar hit a 10-year high on Wednesday and traded at NT$30.01 to the dollar.

For Taiwan's hi-tech companies that trade in dollars this is a significant problem. Consider a tech company in Taiwan doing business in South Africa where the rand is depreciating against the dollar. Selling products into that market will be increasingly difficult. Also since most Taiwanese Tech companies quote in USD and since for many of these companies the US is their largest market, their equivalent NTD revenues are going to decline if they retain the same USD prices.

Thats it for now. Ciao.

25 March 2008

40nm Processing Technology at TSMC

Earlier this week TSMC announced the introduction of 40nm technology to be implemented at some of their fabs. According to the press release: "The new node supports a performance-driven general purpose (40G) technology and a power-efficient low power (40LP) technology." The press release continues:

"TSMC has developed the 40LP for leakage-sensitive applications such as wireless and portable devices and its 40G variant targeting performance applications including CPU, GPU (Graphic Processing Unit), game console, networking and FPGA designs and other high-performance consumer devices."

TSMC continue,

"A full range of mixed signal and RF options accompany the 40G and 40LP processes along with Embedded DRAM, to match the breath of applications that can take advantage of the new node’s unbeatable size and performance combination. "

13 March 2008

Taiwan Semiconductor Supply Chain

I was just reading through Siliconware's 2006 Annual Report where I came accross this on page 23.

"Taiwan’s semiconductor industry supply chain is remarkable. There are 268 IC design houses, 8 wafer material suppliers, 4 photo-mask manufacturers, 13 foundries, 33 assembly manufacturers, 35 testing houses, 15 substrate providers,and 4 lead frame providers in Taiwan."

This gives a further perspective of the semiconductor industry in Taiwan.

11 March 2008

News from Computex: Notebooks and STB

According to Computex, the notebook computer industry is set for growth in 2008. Growth is being generated by decreased price differentials between notebooks and desktops. The good news for consumers is that notebooks will become cheaper. Computex reports:

"Followed by the trend of price gap reduction on Notebook (NB) and Desktop (DT) computer and demand of mobility and replacement of DT by NB, global NB market will grow 24.7% in 2008 with total shipping volumes of 11,600 units. As a result, average price of NB will be sliding gradually. In order to seize the trend of multi-media development, seventeen-inch wide screen has become the major force to surpass the volume of standard NB panel with the size of 14 and 15 inches. It is highly anticipated that wide screen panel will rise sharply to fill 89.7% of total NB monitors in 2007, and the share will further mount to 100% to force the standard type out of the market in 2008."


Computex also says the Taiwanese IP STB (internet protocol set top box) industry is expected to continue its prodigious growth. Computex reports:

"...high growth of the Taiwanese IP STB (Internet Protocol Set-Top-Box) industry is expected to continue, boosting the industry's global shipment share, due to the influx of contract-production orders from major branded vendors and more orders from US and European telecom carriers. Shipment volume of the Taiwanese IP STB industry in the fourth quarter of 2007 was estimated at approximately 1.1 million units, representing year-on-year growth of 190.5%. It is expected that shipment volume will increase 178.5% year-on-year in the first quarter of 2008, reaching 1.3 million units. And the IPTV development gradually has become mature in the future."

Motherboards: A Microscopic View of Taiwan's High Technology Sector

Introduction

Motherboards are at the heart of any computer. However they always seem to be the forgotten part! PCStats writes "they [motherboards] are perpetually the team player and not the star of the show, and are generally priced as such." Despite being forgotten, motherboards are incredibly complex devices interfacing multiple components and chipsets together. And, by looking at their components, are able to give us an idea of the depth and complex integration of Taiwan's hi tech sector.

Motherboard Overview

Basic motherboards all come with a processor (CPU) connected to a north bridge chipset through a front side bus (a communications channel). The north bridge is then interfaced to a south bridge chipset which itself is interfaced to a bunch of peripheral devices, other chipsets and connectors through different communication channels e.g. PCI bus or the Low Pin Count (LPC) bus. Sometimes the CPU and the north bridge are integrated together in a single package so there is only a single system chipset on the board.

The north bridge, revealingly called the graphics and memory controller hub (GMCH) by Intel, controls all graphics and all memory modules (SO-DIMM or DIMM). The south bridge, also called the input/output controller hub (ICH) by Intel, generally controls all the other components such as the hard disk drives, keyboard, mouse, audio input and output etc.

Since most of the world's motherboards are manufactured by Taiwanese companies (e.g. Gigabyte, Asus or Advantech) most of the onboard components are manufactured by Taiwanese companies. Looking at the onboard components of a motherboard (or any integrated electronics board) gives an interesting picture of some of the big players in the Taiwan market.

The Companies and their Components

At a first glance, the north bridge and south bridge may be VIA or SiS chipsets. Both companies are Taiwanese. Although AMD and Intel dominate the CPU and chipset markets, both these companies, although smaller, have a presence and fill a niche.

Many of the super I/O chips are also made by Taiwanese companies. Winbond, ITE Tech and ALi Corporation are all fabless design companies based in Taiwan. These companies also make an array of other products (e.g. RAID controllers by ALi Corporation) that are also often seen on motherboards. Another fabless chipset design company is RealTek. You may very often see RealTek Audio codecs and Ethernet controllers on a motherboard.

One of the largest fabless design companies in Taiwan is MediaTek. MediaTek specialize in chipsets for communication devices like mobile phones etc.

Another interesting company is TXC. TXC is one of the world's largest manufacturers of crystal oscillators and timing devices. These are usually small silver colored objects with TXC etched across the top. These timing devices are critical to the operation of the entire system.

Semiconductor Foundries, Testing and Packaging

Since Taiwan is host to many fabless chipset design companies, it is not surprising then that two of the world’s largest semiconductor foundries are also Taiwanese. Taiwan Semiconductor Electronic Corporation (TSMC) is by far the largest. United Micro Electronics (UMC) comes in second. The foundries manufacture chipsets in accordance with the designs given to them from the fabless chipset design companies introduced above and others.

Another interesting company is Siliconware Precision Industries (SPIL) who offer semiconductor packaging and testing services to semiconductor companies around the world. Their customers include semiconductor suppliers, such as Broadcom Corporation, Intel Corporation, LSI Logic Corporation, Marvell Semiconductor Inc., MediaTek, NVIDIA Corp.,SanDisk Corporation, Powerchip Semiconductor Corp. and Xilinx, Inc. (Source: Reuters)

Memory Manufacturers

Memory modules are also critical components for a motherboard to operate (although these modules are not necessarily integrated onto the machine). Taiwanese memory manufacturers include A-Data, Transcend, Powerchip Semiconductor Corp. , and Apacer.

In 2006 Invest in Taiwan said: “Taiwan DRAM (dynamic random access memory) manufacturers continue to grow, as they took a 37% global market share in 2006, according to a report by market intelligence group DRAMeXchange.” The report continues saying: “Taiwan companies comprised 9 of the top 20 memory manufacturers around the world in 2006,” and that “on the average, one of every three computers worldwide uses DRAM memory manufactured by a Taiwanese company.”

PCB Manufacturers

Of course, all the components sit on the actual PCB and therefore, as can be expected, five of the largest PCB manufacturers in the world are from Taiwan including Unimicron, Nanya PCB, Compeq and Tripod. According to the Unimicron about page, they were ranked first in the world in 2006 with over US$1.1 billion for the year.

Conclusion

There are many other Taiwanese (and international) companies that provide critical components for the motherboards. However the list is too long here and this piece is meant to provide a taste only.

Looking at a motherboard does indeed provide a detailed breakdown of Taiwan’s Hi Tech sector and enables investors and technologists to understand the depth and highly integrated nature of the Taiwan’s Hi Tech sector.

10 March 2008

Industrial PC Share Prices Up while Markets Slide

The worst job report for a number of years in the US led to a slump in all the major US indices on Friday. According to the report 63,000 jobs were taken away in March. Of course, since the US markets tumbled on Friday, most of the Asian markets (with the exception of Hong Kong) went down today.

The Malaysian Market led them down dropping more than 9%. Australia was down 1.74%, Shanghai down 3.59%, Jakarta down 4.73%, the Nikkei down 1.96% the Straits times down 1.02% and the Seoul Composite down 2.33%. Taipei’s index was down 2.72% at the close.


(Asian Market Indices for March 10, 2008, Source: Yahoo Finance)

Despite these dramatic declines, the share prices for most industrial PC (IPC) companies listed on either the Taiwan Market or Over the Counter Market went up. The only one to go down (and only by 0.85%) was Advantech. ICP Electronics rose by 3.36%, DFI by 2.74%, Axiomtek by 3.14% and IBASE by 3.19%.


(Industrial PC Company Share Prices in Taiwan, March 10 2008)

These rising share prices may indicate the nature of this market. Most of their clients (system integrators and system developers) plan their projects on a one to three year time scale. The IPC companies are therefore assured of revenue streams in the future and are less exposed to short-term fluctuations in the economies.

I have no doubt that if the indicators remain bad the system integrators and developers will need to cut back on their expenditure. This would then lead to declining share prices for the IPC companies.
Here’s to hoping they carry on rising tomorrow!

08 March 2008

Taiwanese Investment in China: Now and the Future

Over the years Taiwan corporations have continued to remain competitive by moving manufacturing operations to low cost countries like China, Vietnam, Thailand, and Cambodia etc. However a large bulk of these investments have been into China.

Between 1991 and 2007, Taiwan approved US$65 billion worth of investments in China and probably much more in unreported investments. Last year alone investments from Taiwan into China amounted to US$10 billion. In December alone investments had a 22.6% year on year increase to US$1.52 billion. (Source: Reuters)

Many of the hi-tech companies have invested in manufacturing plants since this is their strength. The whole chain of sourcing raw materials, product design, marketing, manufacturing and supply chain management is highly integrated in the Taiwan market, and Taiwanese companies do it well. However, with many of these companies moving their manufacturing operations overseas, much of their expertise has been transferred. These movements, and the dependency on China as the low cost manufacturing base, has long concerned the Taiwan government, who would prefer these corporations diversify their investment strategies by sharing the investments among the other countries.

This level of investment has also led to a loss of manufacturing jobs and a decline in manufacturing in Taiwan. Last year (or the year before, cannot remember) I read in the Taipei Review that over the past decade the structure of Taiwan’s economy has changed significantly. The service industry is a growing sector and contributing more and more to the economic well being of the island. Some local restaurants and bookstores were even expanding internationally.

However, the loss of jobs is a concern. To help stimulate reinvestment into Taiwan, the government recently increased the investment cap for companies investing in China. The cap can be raised if the company is willing to invest more in Taiwan. The government has also decided to reduce the fines on renegade companies that invested in China without first seeking permission. They are hoping lower fines motivate these prodigal companies to return and invest in Taiwan. (Source: China Post)

It was also good to see that a major player in the memory industry, Transcend, is investing in a plant in Taiwan (Neihu). This move bucks the trend described above. Digitimes reports Transcend Chairman, Peter Su, said this plant reflects their optimism in Taiwan’s future. The new plant will be located in Neihu and is expected to be operational in Q3, 2009. (Source: DigiTimes)

The same Digitimes article refers to recent changes in labor laws in China and a reduction in the tax incentives. This will increase cost of production and, may in the future, see more Taiwanese companies staying and investing in Taiwan. It will be interesting to see how these additional costs affect Taiwan’s direct investment in China next year and whether investments will increase, as they have over the past, or if there will be any measurable effect at all.

I do however believe that in the short term, investments will continue to rise. Eventually the investments will peak but I somehow doubt that point has arrived.

07 March 2008

IPC: The week that was (March 7, 2008)

A brief summary of the happenings in the Industrial PC world over the past week:

5-03-2008:-Kontron AG announces Quanta will acquire a 21% stake in Kontron Asia Inc. the production organization of the Kontron Group.

4-03-2008:- Gaming products are anticipated to increase DFI's revenues by 40% with their largest client being International Game Technology (IGT).

3-03-2008:- Shipments and bookings of IPC products for the were up in January. EMSNow reported: "Rigid PCB shipments are up 5.6 percent and bookings are up 13.7 percent in January 2008 from January 2007. The book-to-bill ratio for the North American rigid PCB industry in January 2008, however, slipped to 0.97."

29-02-2008:- Adlink aims to become the second largest IPC maker in Taiwan with anticipated revenues mostly coming from industrial automation product lines and embedded-computing controllers applied to medical care, transportation and general engineering.

29-02-2008:- Kinpo Electronics is moving into the IPC field. Kinpo is traditionally an OEM manufacturer of printing/imaging devices and consumer electronics. Their first shipments will be system IPC products.

06 March 2008

TSEC Taiwan Technology Index

Taiwan's stock market is one of the top 15 stock markets in the world. Unsurprisingly technology companies make up one of the largest industry sectors. The TSEC Taiwan Technology Index tracks the performance of these companies and is based on the performance of technology companies listed on the TSEC Taiwan 50 and TSEC Taiwan Mid-Cap 100 indices.

FTSE says the TSEC Taiwan Technology Index represents the following:

"All the information technology stocks from the TSEC Taiwan 50 and TSEC Taiwan Mid-Cap 100 indices. The Taiwanese information technology sector is the largest industry sector and represents nearly 30% of the market."

Where FTSE says the TSEC Taiwan 50 represents the "50 of the most highly capitalised blue chip stocks and represents nearly 70% of the Taiwanese market" and the TSEC Taiwan Mid-Cap 100 represents the "next 100 constituents ranked by market capitalisation after the TSEC Taiwan 50 Index." According to FTSE the TSEC Taiwan Mid-Cap 100 "predominantly measures growth sectors and represents nearly 20% of the market."

A casual glance at the TSEC Taiwan Technology Index seems to show there is some correlation between the Technology Index and the TSEC Taiwan 50. (Source: FTSE Charts)


Comparison Between Taiwan 50 (dark blue) and Tech Index (light blue)

In all there are 58 companies listed on the TSEC Taiwan Technology Index. Unsurprisingly most of the companies mentioned yesterday (with the exception of Powerchip) are represented. All 58 companies are listed below in decreasing order with the first company having the highest market capitalization (after after an investibilty weighting) and the last company the smallest market capitalization. (Based on results up till March 6, 2008).

For a more detailed list please refer to the FTSE List here.

1. Taiwan Semiconductor Manufacturing
2. Hon Hai Precision Industry
3. AU Optronics
4. High Tech Computer
5. Asustek Computer Inc
6. MediaTek
7. InnoLux Display
8. Chi Mei Optoelectronics
9. United Microelectronics
10. Foxconn Technology
11. Siliconware Precision Industries
12. Acer
13. Advanced Semiconductor Engineering
14. Compal Electronics
15. Lite-On Technology
16. Synnex Technology International
17. Tatung
18. Quanta Computer
19. HannStar Display
20. Chunghwa Picture Tubes
21. Nanya Technology
22. Wistron Corp
23. Inventec Co.
24. Novatek Microelectronics
25. Realtek Semiconductor
26. Powertech Technology
27. Macronix International
28. Richtek Technology
29. Cmc Magnetics Corporation
30. Qisda
31. Mitac International
32. Clevo
33. Inotera Memories
34. WPG Holdings
35. D-Link
36. Mosel Vitelic Inc
37. Advantech
38. Chicony Electronics
39. Winbond Electronics
40. Ritek Corporation
41. King Yuan Electronics Co Ltd
42. Via Technologies
43. Micro-Star International
44. Greatek Electronics
45. Zinwell
46. Kinsus Interconnect Technology
47. Elan Microelectronics
48. Faraday Technology
49. Transcend Information
50. Cybertan Technology
51. Compal Communications
52. Sunplus Technology
53. Global Unichip
54. Zyxel Communications
55. Ali
56. Elitegroup Computer Systems
57. Formosa Advanced Technologies Co. Ltd.
58. Lite-On IT

For more information, please refer to the FTSE TSEC Taiwan Index Series and the Taipei Stock Exchange.

05 March 2008

Taiwan Brands - A Phenomenon in Far Formosa

This little island we call home is 390 km long and 140 km wide, is home to approximately 23 million people, continues to be treated as pariah state in world politics and lacks natural resources. Yet, this little Island and its industrious people have managed, somehow, to continuously produce some of the worlds best companies and some top brands.

Last year Business Week listed 14 Taiwanese companies in their Info Tech 100, their ranking of the top tech performers globally. These companies are listed (with their rank) below:

4 Hon Hai Precision Industries.
28 Wistron
29 ASUSTEK Computer
42 Nanya Technology
43 High Tech Computer
53 Siliconware Precision Industries
59 Taiwan Semiconductor Manufacturing Corp.
63 Compal Electronic
67 Powerchip Semiconductor
77 Inventec
85 Quanta Computers
92 ACER
96 Advanced Semiconductor Engineering
99 D-Link

To keep Taiwan competitive internationally, The Taiwan External Trade Development Council (TAITRA) has held an annual Taiwan Excellence award over the last five years. Last year ASUS won the award for the first time however Taiwan Branding reported that in 2007 Taiwan had four companies with brand values over US$1 billion. These included ASUSTEK, ACER, HIGH TECH COMPUTER and Trend Micro. Taiwan Branding continued:

"The 20 Taiwan International Brands now has a total value of US $ 8.444 billion, a growth of 33% compare to 2006. This statistic survey not only shows that Taiwan has the top quality in the process and manufacture of the world supply chain, but also recognizes the extraordinary potential of brand values and proves the accomplishment of the project 'Branding Taiwan'."

Interbrand in their 2007 survey of Taiwan's brands said:

"This growth follows a strong year of general growth in Taiwanese companies, reflecting improved financial performance overall."

Interbrand continued saying:

"A key reason for this strong performance is the success of Taiwanese companies in China, the fastest growing country in the world."

Advantech, one of the top Industrial PC companies in the world, was ranked 13th on the list with a brand value of US$234 million or NTD7,785 million.

Yes, Taiwanese companies continue to amaze and may they continue to do so for a long time to come.

04 March 2008

You and Your IAMT!

You and your what?

Yes, exactly! You and your Intel AMT or Active Management Technology. So what is it? Well, we have seen it advertized on Intel's website recently and today we had a short tutorial on its benefits and how to access it.


The What!

AMT is an extenstion of Intel's ASF (Alert Standard Format) and enables the remote control of resources on a client computer from a management computer. This means that if you enable AMT on a client computer, you will be able to access that computer through either an intranet or internet and both monitor and control the computer. You would be able to remotely monitor health parameters including temperature, power status and voltage. You would also be able to turn the client computer on and off and depending on the selected BIOS options, monitor all client computer events. Depending on the options you selected, you would even be able to install an OS or other software from the management computer onto the client computer. Prettty cool stuff huh!

The How!

To have remote access to your client computer, the client computer motherboard would have to have an Intel CPU with vPro™ technology, and a compatible chipset. Then you would first enable the AMT function in the BIOS and configure some AMT software on the client computer. When configuring the software an IP address is assigned or DHCP selected for the TCP/IP option. Finally, you would install a couple of software drivers on the client computer.

You would then turn on your management computer (with a Windows XP OS), access your web browser and type in the IP address of the client computer. A client computer management interface very similar to a website would give you basic management and control over the client computer.

Additional Control

Today we were also fortunate enough to see some Intel demo software that also enabled access to the client system BIOS and provided many other features that included complete control of all client computer devices and the ability to provide extended protection against Malaware. However this software is not available to the end user and these extended functions would need to be accessed through some third party software.

The Why!

According to Intel:
"A major barrier to greater IT efficiency has been removed by Intel® Active Management Technology (Intel® AMT), a feature on Intel® Centrino® with vPro™ technology and Intel® Core™2 processor with vPro™ technology. Using built-in platform capabilities and popular third-party management and security applications, Intel AMT allows IT to better discover, heal, and protect their networked computing assets."
So what did we think?

Most of our team thought this kind of simplified remote access to client computers was pretty cool. This would make a system administrators job in a large company a little easier when trying to keep track of the status of everyones computer. However, there are many other benefits that could be derived from having remote control as provided by the AMT.

In our industry of industrial computers, we generally make computers and systems that will be run in automated environments. Very often those environments are factory areas that are very hot or far from the actual point of control. In these instances having remote control ensures that resources can be effectively managed and would certainly reduce system downtime. There are many other applications I am sure.

So, if you get to play with Intel's AMT, have fun. We did!

(More: Intel® Active Management Technology)

03 March 2008

Digital Photo Frames and the Wireless Internet

As a rule I don't usually get overly excited about commercial electronics gadgets. However, I do like digital photo frames. On these I was an early adopter as marketers like to say. As soon as I heard about them and could get my hands on one I did. Digital photo frames were very popular at Computex last year and the projections for the growth of these products were very positive.

At that time I read (I can't remember where) that future digital photo frames would be connected to the internet and that pictures could be pushed onto the storage device remotely. So, for example, if I bought my mother a digital photo frame (and she lives in the UK), I would be able to push images to her frame from Taiwan.

It seems this concept is being taken further. Current thinking seems to be to establish a wireless link between a wireless modem and the digital photo frame. Then, instead of using memory sticks to store images, images can be stored on a photo sharing site like Flickr or Photobucket and pushed to the frame with RSS technology. According to Digitimes:

"Recognizing that photo sharing is one of the main demand drivers of the online digital photo market, digital photo frame vendors such as Ceiva, Ality and Momento have come out with wireless frames that utilize push technology (mostly through RSS) so photos hosted on the Internet can be sent to the frame. The use of push technology is a clever way to expand the digital frame market, as photos can be sent to other people's frames as well (as long as permission is given) so friends and family can share photos with each other."

Now, another company, UGA Digital , is hoping to take this one step further and offer a more advanced service. Digitimes says UGA Digital has developed an API that "allows photos from multiple photo sharing sites or from multiple users to be aggregated and pushed to a single digital photo frame." Digitimes continues:

"However, while the digital photo frame market is growing, the market for receiving pushed content on a digital photo frame is still very small."

I think this market will grow. It will certainly reduce the irritation of having to download your images onto a memory card and then having to upload them onto a photo sharing site. Using this method the photos can be uploaded onto the internet and will automatically be sent to the digital photoframe.

I wont rush out to buy the latest photo frame. I already have mine. But it will be interesting to see how they develop.

(Original Article: Extending the Internet to digital photo frames)

28 PCI Express (PCIe) lanes on a single board

My company, IEI Technology Corp., is in the process of releasing two standard single board computers (SBC) in different form factors that each have access to 28 PCI Express (PCIe) lanes. (OK I'm punting my company's product but they do pay my salary and, if sales are good, give us bonuses!).

In industrial computing, expansion is critical. Having many expansion options enables a single system to be connected to large number of expansion cards or devices enabling the system to manage more applications or carry out more tasks.

However, most SBC (and specifically PICMG 1.3 form factor CPU cards) typically provide a maximum of 20 PICe lanes. Applications that required more than 20 PCIe lanes would typically use server grade motherboards. However, even though these applications require significant expansion, they do not neccessarily require the processing power of a server processor. Therefore developing solutions for these applications are expensive and wasteful of resources.

Recognizing this as an oppotunity, IEI has released two SBC with 28 PCIe lanes. The first was a PICMG 1.3 CPU card, the SPCIE-3600AM2, and the second was an ATX motherboard, the IMBA-3600AM2. These boards are especially apt for machine vision applications where large data streams are transmitted to and from the cameras.

Both SBC come with a NVIDIA MCP55Pro (NFP-3600) system chipset, support AMD Socket AM2 Opteron, Athlon 64, Athlon 64 X2 and Sempron processors and 1.0 GB DDR2 memory modules.

Anyway, I thought these products were pretty cool and thought I would share. Let me know what you think.

Introduction to PICMG 1.3 : The new PICMG 1.3 specification (PDF link)
ATX Form Factor: ATX
Introduction to PCIe: An Overview of the PCI Express Standard

02 March 2008

264 TB should just about be enough storage!

A RAID Storage company I used to work for, Infortrend, recently launched a 24-bay RAID array with a SAS (Serial Attached SCSI) interface, the EonStor® A24S. According to their release, string three of these RAID subsystems together, and a further 12 EonStor® S16S JBODs, fill each bay with a 1.0 TB HDD and voila, you have 264 TB. That should just about do it for me.

According to Infortrend.

"These RAID arrays are the latest in business-class storage, enabling new applications while boosting scalability and performance."
(Original Press Release: INFORTREND SHIPS FIRST 24-BAY RAID ARRAY WITH SAS INTERFACE)

Now, before you get too excited, remember these are business-class storage systems, and the price tag would be pretty hefty. And to think my current work notebook only has 30 GB!

Can Adlink become Taiwan's Second Biggest IPC Maker

An article on Digitimes suggests Adlink wants to become the second largest Industrial PC (IPC) manufacturer in Taiwan. Since I work for an IPC company myself this article is interesting. The IPC industry is a very unique, niche industry and the current giants, Advantech and Kontron, continue to do well in innovation and ICP Electronics continues to grow with their IEI Technology Brand. Advantech have recently restructured their own organization and continue to lead the field.

From the article it does seem that Adlink are moving into systems as most IPC companies are now. Most IPC companies started out as industrial motherboard manufacturers and have evolved into systems development. Some of the bigger application areas include Medical PCs, Panel PCs, digital signage and point of sales (POS) machines. Most significant IPC companies are moving in that general direction. It will good to see how the competitive IPC environment plays itself out over the coming years.

Digitimes quotes company chairman James Liu as saying:

"The planned large growth in consolidated revenues will come mainly from industrial automation product lines and embedded-computing controllers applied to medical care, transportation and general engineering."

(Original Article: Adlink aims to be second largest Taiwan-based IPC maker)

Atom Chips from Intel

Intel will launch a new chip family branded as Atom. The chips will be used on Mobile Internet Devices (MID) and low end laptop computers. The chip has two variants, one originally branded as Silverthorne and the other branded as Diamondville. According to Intel:

"The Intel Atom processor is based on an entirely new microarchitecture designed specifically for small devices and low power, while maintaining the Intel® Core™ 2 Duo instruction set compatibility consumers are accustomed to when using a standard PC and the Internet. The design also includes support for multiple threads for better performance and increased system responsiveness. All of this on a chip that measures less than 25 mm², making it Intel's smallest and lowest power processor yet.1 Up to 11 Intel Atom processor die -- the tiny slivers of silicon packed with 47 million transistors each -- would fit in an area the size of an American penny."

(Original Press Release: Intel Announces Intel® Atom™ Brand for New Family of Low-Power Processors.)

The Wall Street Journal has a great article on Intel branding strategies (Intel Plans for Ultra-Small Chips). According to the article:

"Intel's branding moves attract unusual attention, partly because they typically come along with lucrative marketing funds for hardware companies that agree to use its logos and meet other requirements. The concept started with the chip maker's Intel Inside campaign, a fixture of advertising and marketing materials since the early 1990s."

01 March 2008

Taiwan High-Tech Companies

Below is a list of high-tech companies in Taiwan. The list is by no means exhaustive. The blurb under each link comes from the about pages on their websites. I am mostly doing this for personal benefit. I usually get sick and tired of looking for their links online or their ticker symbols on Yahoo Finance. I hope you find this useful.



Table of Contents

  1. Handset Manufacturers
  2. Industrial Computers
  3. LED Manufacturers
  4. Optical Disks
  5. Other Companies
  6. RAID
  7. Screens and Displays
  8. Solar Companies


Chip Assembly, Packaging and Testing




Consumer Electronics




Contract Manufacturers




Fabless Design Houses




Flash Memory Products




Foundries




Handset Manufacturers




Industrial Computers




LED Manufacturers




Optical Disks




Other Companies




RAID




Screens and Displays




Solar Companies


Raison d'ĂȘtre: IBM and the 500 GHz processor

On Saturday night I was hanging out with some friends, it was my wifes birthday and chatting about technology. One of the new friends we met was a retired computer consultant from California. I mentioned to him that IBM had tested a 500 GHz processor. He refused to believe me. Well, I read this press release two years ago and couldn't really remember it. So I created a blog to archive tech articles and events that I find interesting.

Being heavily involved in the Taiwan Hi Tech industry for 7 years now, most of the articles referenced will be particular to this little island that I have come to know as home, but there will also be other articles.

Anyway, for those interested, the original IBM press release dates to 2006 and reads:

"Somers, New York, USA & Atlanta - 20 Jun 2006: IBM and the Georgia Institute of Technology announced today that their researchers have demonstrated the first silicon-based chip capable of operating at frequencies above 500 GHz -- 500 billion cycles per second -- by cryogenically “freezing” the chip to 451 degrees below zero Fahrenheit (4.5 Kelvins). Such extremely cold temperatures are found naturally only in outer space, but can be artificially achieved on Earth using ultra-cold materials such as liquid helium. (Absolute Zero, the coldest possible temperature in nature, occurs at minus 459.67 degrees Fahrenheit)."

(Original Press Release: IBM and Georgia Tech Break Silicon Speed Record