➀ The Suzhou Intermediate People's Court issued a consumption restriction order against the legal representative and chairman of Chinese server CPU startup Heyin Technology, Yao Kejian, prohibiting him from engaging in high-consumption and non-essential consumption for life and work.
➁ Heyin Technology was previously exposed for delaying employee salaries for half a year, nearly shutting down, and over 500 employees seeking labor arbitration rights.
➂ Yao Kejian has been reported to be missing.
➀ Qualcomm is facing multiple competitive pressures from MediaTek's rising share and NVIDIA's entry in the smartphone chip market.
➁ In the server CPU market, Arm's cross-industry competition is squeezing Qualcomm's market share.
➂ In the automotive cabin chip field, MediaTek and Intel's strong performance pose a threat to Qualcomm.
➃ TSMC's advanced manufacturing process technology supports chip design companies and challenges Qualcomm.
➄ Qualcomm's CFO expects the overall market to remain flat or grow in single digits by 2025.
➅ Qualcomm's CEO emphasizes the commitment to reaching a non-smartphone business revenue target of $22 billion by fiscal year 2029.
➀ Arm, the UK-based semiconductor IP giant under Softbank Group, is planning to shift its business focus from IP supplier to chip development, with its first internally developed chip set to be launched this summer Meta, an American tech giant, will be one of its first customers.
➁ Arm is rumored to be competing with its major customers, Qualcomm and NVIDIA. Arm is developing a data center server CPU that can be customized for clients like Meta, with production outsourced to manufacturers like TSMC.
➃ Arm has already started to compete with Qualcomm for orders. Qualcomm had negotiated with Meta to provide a data center CPU based on the Arm architecture, but Arm has won at least some of the business.
➀ AMD EPYC CPU product evolution is reviewed from Naples to Genoa;
➁ The reasons for AMD's success in the server CPU market are summarized;
➂ The chip structure of AMD EPYC Zen3 CPU is explained;
➃ The internal design of CCD and IOD is detailed;
➄ The single-platform architecture of AMD EPYC 9004 is described;
➅ The dual-platform architecture of AMD EPYC 9004 is explained;
➆ AMD Zen4 Genoa product specifications are listed.
