Firm Thinks More Factors Than HDD Shortage Behind Intel's Reduced Q4 Revenue Forecast

Nomura Equity Research, an investment broker, recons that factors other than, and more significant than hard disk drive (HDD) shortage caused due to the recent Thailand floods affecting HDD manufacturing, are behind Intel's reduced Q4 forecast. Earlier this week, Intel shaved off close to a billion dollars from its Q4 Revenue Guidance, leveling the blame on HDD shortages, as HDD is a near-indispensable component in manufacture and assembly of a vast majority of PCs. Nomura Equity Research thinks "weak sell-through" is that other factor.

GLOBALFOUNDRIES and ARM Deliver Optimized SoC Solution based on ARM Cortex-A Series

GLOBALFOUNDRIES and ARM today revealed the latest advances in their longstanding collaboration to deliver optimized system-on-chip (SoC) solutions for ARM Cortex-A series processor designs using ARM Artisan advanced physical IP and GLOBALFOUNDRIES’ leading-edge process technologies. The companies announced the industry’s first test chip based on a dual-core Cortex-A9 processor operating at frequencies of more than 2.5GHz. In addition, a 20nm tape out using GLOBALFOUNDRIES’ Technology Qualification Vehicle (TQV) was also announced for SoCs based on Cortex-A9 processors.

Microsoft Tells ARM Partners to Pick Notebook Vendors

Windows (PC) will make its first transition to a machine architecture other than x86 in decades with Windows 8 Windows on ARM (WOA), and Microsoft wants to make absolutely sure that it has a well-oiled ecosystem in place to propel its growth. Currently, Microsoft picked three potent players among ARM processor vendors, Qualcomm and Texas Instruments (that have experience and can ship in Zerg volumes), and NVIDIA (which has demonstrated a lot of engineering potential with its latest Tegra products).