supply

Moore's Law limit hit by 2014?

Moore's Law may lapse by 2014, according to iSuppli. The high cost of chip manufacturing--not just the impossibly smaller geometries--may be the biggest threat.

Moore's Law, named after Intel co-founder Gordon Moore, states that the number of transistors that can be placed on an integrated circuit doubles roughly every two years. For more than four decades, chip geometries have gotten smaller and smaller, allowing Moore's Law to remain on track.

By 2014, however, the high cost of semiconductor manufacturing equipment will threaten Moore's Law, "altering the fundamental economics of the industry," according to a … Read more

Tainted products--sabotage or shoddy manufacturing?

Updated 10:30 p.m. PDT with comment from ESET.

SAN FRANCISCO--Computer equipment is arriving on stores shelves in the U.S. with viruses and other malicious software, but industry insiders said at the RSA conference on Tuesday that they don't know whether it's the result of intentional manipulation or just poor manufacturing processes overseas.

In 2007 and last year, digital photo frames sold around Christmas time were found to be infected with malware, and in previous years GPS devices, hard drives, laptops from Toshiba, iPods, and USB keys that accompany Hewlett-Packard servers were found to have similar … Read more

Nvidia slashes revenue guidance up to 50 percent

Updated at 12:15 p.m. PST with information from iSuppli.

Nvidia is slashing fourth-quarter revenue guidance 40 percent to 50 percent. This comes on the heels of Intel's revision last week. Both companies are citing collapsing demand from customers.

"Total revenue for the fourth quarter of fiscal 2009 is now expected to decline 40 percent to 50 percent sequentially as a result of further weakness in end-user demand and inventory reductions by Nvidia's channel partners in the global PC supply chain," the largest graphics chip supplier said in a statement Tuesday.

This revises the fourth-quarter … Read more

Latest problem import? Infected digital photo frames

In 2007, U.S. officials recalled melamine-laced pet food that caused the deaths of cats and dogs and lead-coated toys that endangered toddlers. Now, digital photo frames infected with computer viruses are the latest problem import from China.

"That phenomenon apparently has bled over to the digital side as well," Marcus Sachs, director of the Internet Storm Center at the SANS Institute (SysAdmin, Audit, Network, Security), said of the Chinese manufacturing problems that get exported. "Essentially, it's a supply chain problem. We've become dependent on a cheap source coming out of Asia."

The culprit … Read more

Laptop shipments top desktops for first time; Netbooks a factor

Global notebook shipments exceeded desktops on a quarterly basis for the first time ever, with Netbooks playing a decisive role, iSuppli said on Tuesday.

Notebook PC shipments rose almost 40 percent in the third quarter of 2008 over the same period in 2007, hitting 38.6 million units, said iSuppli, a market research firm based in El Segundo, Calif.

Netbooks may have been the deciding factor in pushing notebooks over the top.

"The big news from iSuppli's market share data for the third quarter was undoubtedly the performance of Taiwan's Acer," said Matthew Wilkins, principal analyst … Read more

Better drinking through chemistry (cocktail set)

As party season ratchets up to full swing, those with an appreciation for the sciences might enjoy this novelty Chemistry Cocktail Set. The chemical composition of drinks won't be affected, but for the mad scientist in all of us, this cocktail set glows with (hopefully nonradioactive) whimsy.

The set includes four glass test tubes, a glass beaker, a stirrer, a cocktail shaker, and a metal tray. It is hand washable.

Fun is fun and all (and we all know science is fun), but I am a little confused by this product. I can imagine it sitting on my kitchen … Read more

Chip gear woes signal more trouble ahead for tech

As chip equipment goes, so goes the electronics industry and the rest of high tech.

It's a pretty simple equation. Electronics gadget makers get silicon from chipmakers, which get production gear from companies like Applied Materials and ASML. So when chip gear suppliers go south, you can bet the entire electronics industry (and the overall tech industry) is in a funk.

And it is. Appearing on CNBC Thursday morning, Peter Wennink, chief financial officer of Netherlands-based chip equipment maker ASML, said the "sudden drop in end demand for electronic products...is forcing our customers to announce severe cuts … Read more

iSuppli cuts forecast for PC market growth

There's not a lot of good news about the PC industry lately.

Gartner is predicting that IT spending will be down, and Intel says it sees significantly lower demand for its chips. Now add to that iSuppli's doom-and-gloom prediction that PC shipments will rise only 4.3 percent in 2009, and 7.1 percent in 2010.

It's a pretty dramatic change from what the industry analyst company had previously forecast: shipments rising 11.9 percent next year, and 9.4 percent in 2010.

The PC market has been growing at rates of at least 10 percent per … Read more

The real deal on G1's virtual teardown

Tuesday, I linked to a Dow Jones story on CNN's Money Web site about a virtual teardown iSuppli did on T-Mobile's fancy G1, the first commercial smartphone to run Google's Android. Some readers had issues with the story, and I'm going to address those here.

First, I quoted the price of the G1 at $399 instead of the $179 new customers typically get. This was due to a communications mixup between me and one of my T-Mobile marketing contacts. He was giving me the unsubsidized price, not the retail price, probably thinking I was inquiring to … Read more

Intel warns on chip demand

Updated at 2:50 p.m. with correction of comments in FORM 10-Q

Intel reiterated in an SEC filing Friday that business conditions may worsen and that demand for its chips may take a hit because of global economic conditions.

As a result of the recent financial crisis, "there could be a number of follow-on effects from the credit crisis on Intel's business, including insolvency of key suppliers resulting in product delays; inability of customers to obtain credit to finance purchases of our products and/or customer insolvencies," Intel restated in a FORM 10-Q filing.

Intel also … Read more