AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and server brands began finding that solutions from the number-2 maker growing superior to those of the long-time leader, according to Frank Kung, DIGITIMES Research analyst focusing primarily on the server industry, who anticipates that AMD's share will well stand above 20% in 2023, while Arm will get 8%.

Prices are one of the three major drivers that resulted in datacenter operators and server brands switching to AMD. Comparing server CPUs from AMD and Intel with similar numbers of cores, clockspeed, and hardware specifications, the price tags of most of the former's products are at least 30% cheaper than the latter's, and the differences could go as high as over 40%, Kung said.

Geekbench 6, the latest version of the best cross-platform benchmark, has arrived and is loaded with new and improved workloads to measure the performance of your CPUs and GPUs. Geekbench 6 is available for download today for Android, iOS, Windows, macOS, and Linux.

A lot has changed in the tech world in the past three years. Smartphone cameras take bigger and better pictures. Artificial intelligence, especially machine learning, has become ubiquitous in general and mobile applications. The number of cores in computers and mobile devices continues to rise. And how we interact with our computers and mobile devices has changed dramatically - who would have guessed that video conferencing would suddenly surge in 2020?

The global PC market has been experiencing a demand downtrend after the cooling down of COVID-19 in 2022. The market saw its shipments decline 15% YoY in 2022 and is expected to see another high single-digit decline in 2023, according to Counterpoint Research's data. However, among all the PC sub-sectors, Arm-based laptops are expected to show a comparatively resilient demand throughout the coming quarters thanks to Apple's success with the MacBook series, increasing ecosystem support and vanishing performance gap with x86 offerings.

Ahead of CES 2023, MediaTek today announced the latest chipset in the Genio platform for IoT devices, the octa-core Genio 700 designed for smart home, smart retail, and industrial IoT products. The new chipset will be featured as part of a demo at MediaTek's booth at CES 2023. With a focus on power efficiency, the MediaTek Genio 700 is a N6 (6 nm) IoT chipset that boasts two ARM A78 cores running at 2.2 GHz and six ARM A55 cores at 2.0 GHz while providing 4.0 TOPs AI accelerator. It comes with support for FHD 60p + 4K 60p display, as well as an ISP for better images.

"When we launched the Genio family of IoT products last year, we designed the platform with the scalability and development support that brands need, paving the way for opportunities to continue expanding," said Richard Lu, Vice President of MediaTek IoT Business Unit. "With a focus on industrial and smart home products, the Genio 700 is a perfect natural addition to the lineup to ensure we can provide the widest range of support possible to our customers."

The United States has recently imposed several sanctions on technology exports to China. These sanctions are designed to restrict the transfer of specific technologies and sensitive information to Chinese entities, particularly those with ties to the Chinese military or government. The primary motivation behind these sanctions is to protect American national security interests, as well as to protect American companies from unfair competition. According to Financial Times, we have information that Chinese tech Giant, Alibaba, can not access Arm licenses for Neoverse V1 technology. Generally, the technology group where Neoverse V-series falls in is called Wassenaar -- multilateral export control regime (MECR) with 42 participating states. This agreement prohibits the sale of technology that could be used for military purposes.

The US argues that Arm's Neoverse V1 IP is not only a product from UK's Arm but a design made in the US as well, meaning that it is a US technology. Since Alibaba's T-Head group responsible for designing processors that go into Alibaba's cloud services can not use Neoverse V1, it has to look for alternative solutions. The Neoverse V1 and V2 can not be sold in China, while Neoverse N1 and N2 can. Alibaba's T-Head engineer argued, "We feel that the western world sees us as second-class people. They won't sell good products to us even if we have money."

MediaTek today announced the Dimensity 8200, the company's newest chipset for premium 5G smartphones. Smartphones powered by the Dimensity 8200 will offer flagship level experiences - including connectivity, gaming, multimedia, displays and imaging - at a more accessible price point. Built on the 4 nm-class process, the new chipset delivers unparalleled power efficiency. It also integrates an octa-core CPU with four Arm Cortex-A78 cores operating at up to 3.1 GHz, along with a powerful Mali-G610 graphics engine, for better performance across applications.

To enhance gaming performance, the chipset takes advantage of MediaTek's HyperEngine 6.0 gaming technologies so users can enjoy smooth high framerate gameplay without suffering connection drops, FPS jitter, or gameplay hiccups. MediaTek's Intelligent Display Sync 2.0 technology intelligently adjusts the display refresh rate according to the game frame rate detected, which helps provide smoother viewing experiences.

Arm today announced the appointment of new Board members Dr. Paul E. Jacobs, chairman and CEO of XCOM Labs and former CEO and executive chairman of Qualcomm Inc., and Rosemary Schooler, former corporate vice president and general manager of Data Center and AI Sales for Intel. Both bring significant public company experience spanning technology development, business strategy and corporate governance to Arm as it continues to prepare for a public listing.

"The unique insights and depth of experience that Paul and Rosemary bring will help us expand and diversify our Board while providing enormous value to Arm at such a pivotal moment in our journey," said Rene Haas, CEO, Arm.

Amazon Web Services (AWS) cloud division is extensively developing custom Arm-based CPU solutions to suit its enterprise clients and is releasing new iterations of the Graviton series. Today, during the company re:Invent week, we are getting a new CPU custom-tailored to high-performance computing (HPC) workloads called Graviton3E. Given that HPC workloads require higher bandwidth, wider datapaths, and data types span in multiple dimensions, AWS redesigned the Graviton3 processor and enhanced it with new vector processing capabilities with a new name—Graviton3E. This CPU is promised to offer up to 35% higher performance in workloads that depend on heavy vector processing.

With the rising popularity of HPC in the cloud, AWS sees a significant market opportunity and is trying to capture it. Available in the AWS EC2 instance types, this chip will be available with up to 64 vCPU cores and 128 GiB of memory. The supported EC2 tiers that will offer this enhanced chip are C7gn and Hpc7g instances that provide 200 Gbps of dedicated network bandwidth that is optimized for traffic between instances in the same VPC. In addition, Intel-based R7iz instances are available for HPC users in the cloud, now powered by 4th generation Xeon Scalable processors codenamed Sapphire Rapids.

MediaTek today announced its new Kompanio chipsets for Chromebooks: the Kompanio 520 and Kompanio 528. With upgraded computing performance and battery life for entry level Chromebooks, the newest Kompanio chipsets provide a seamless experience so consumers can browse, cloud game, stream and use Google Play apps while enjoying all-day battery life.

"Enhanced power efficiency, speedy performance and reliable connectivity are at the core of a great user experience, and that's exactly what MediaTek's new Kompanio chipsets deliver," said Adam King, Vice President and General Manager, Client Computing Business Unit at MediaTek. "As the No. 1 provider of Arm-based Chromebooks, MediaTek makes the latest AI, connectivity, display and imaging features accessible at every price point."

MediaTek today launched the Dimensity 9200, its latest 5G chipset powering the next era of flagship smartphones. Boasting extreme performance and intelligent power efficiency, the new SoC brings immersive all-day gaming experiences, ultra-sharp image capturing and support for both mmWave 5G and sub-6 GHz connectivity to consumers around the globe.

"MediaTek's Dimensity 9200 combines ultimate performance with significant power savings, extending battery life and keeping smartphones cool," said JC Hsu, Corporate Vice President and General Manager of MediaTek's wireless communications business unit at MediaTek. "With notably brighter image capturing and improved gaming speeds, along with the latest display enhancements, the Dimensity 9200 will bring new possibilities for next-gen smartphones that come in a variety of stylish and foldable form factors."

When Alibaba announced the development of an Armv9-based processor, it claimed to be some of the most performant designs that the company has laid its hand on, claiming to win the SPEC 2017 CPU benchmark and place itself in the top spot for the world record. Reportedly, the Yitian 710 CPU was able to score an integer score of 440 points in SPECint2017, which is comparable to a dual-socket Xeon Platinum 8362 system. The SPEC 2017 benchmark represents an industry-standard suite of tests that have a combination of 43 different test scenarios that measure the performance of a specific processor. Alibaba's Yitian 710 was claiming to possess the performance target where it is the fastest CPU on the leaderboard, with one major flaw. The Chinese company hasn't mentioned this processor's lack of general availability, making its scoreboard efforts invalid.

As Alibaba plans to use its design almost exclusively in-house and maybe offer it to a few partners, the processor is not sold commercially. This is apparently a requirement for the SPEC CPU 2017 benchmark to be completed, so the SPEC committee has overruled the result to make it invalid, stating the following:

SPEC CommitteeSPEC has determined that this result does not comply with the SPEC OSG Guidelines for General Availability and the SPEC CPU 2017 run and reporting rules. Specifically, the submitter has notified SPEC that General Availability requirements were not met.

Over the past few weeks, the legal dispute between Arm Ltd. and Qualcomm Inc. has been warming up the eyes of the entire tech community. However, as per the latest court filing, Arm could change its licensing strategy and shift its whole business model into a new direction that would benefit the company directly. Currently, the company provides the intellectual property (IP) that chip makers can use and add to designs mixed with other IPs and custom in-house solutions. That is how the world of electronics design (EDA) works and how many companies operate. However, in the Qualcomm-Arm legal battle, Qualcomm's counterclaim has brought new light about Arm's plans for licensing its hardware designs past 2024.

According to Dylan Patel of SemiAnalysis, who examined court documents, Arm will reportedly change terms to use its IP where the use of other IP mixed with Arm IP is prohibited. If a chip maker plans to use Arm CPU IP, they must also use Arm's GPU/NPU/ISP/DSP IPs. This would result in devices that utilize every design the UK-based designer has to offer, and other IP makers will have to exclude their designs from the SoC. By doing this, Arm directly stands against deals like the Samsung-AMD deal, where AMD provides RDNA GPU IP and would force Samsung to use Arm's Mali GPU IP instead. This change should take effect in 2025 when every new license agreement has to comply with new rules.

In December of 2021, we covered the appearance of Russia's home-grown Baikal-S processor, which has 48 cores based on Arm Cortex-A75 cores. Today, thanks to the famous chip photographer Fritzchens Fritz, we have the first die shows that show us exactly how Baikal-S SoC is structured internally and what it is made up of. Manufactured on TSMC's 16 nm process, the Baikal-S BE-S1000 design features 48 Arm Cortex-A75 cores running at a 2.0 GHz base and a 2.5 GHz boost frequency. With a TDP of 120 Watts, the design seems efficient, and the Russian company promises performance comparable to Intel Skylake Xeons or Zen1-based AMD EPYC processors. It also uses a home-grown RISC-V core for management and controlling secure boot sequences.

Below, you can see the die shots taken by Fritzchens Fritz and annotated details by Twitter user Locuza that marked the entire SoC. Besides the core clusters, we see that a slum of cache connects everything, with six 72-bit DDR4-3200 PHYs and memory controllers surrounding everything. This model features a pretty good selection of I/O for a server CPU, as there are five PCIe 4.0 x16 (4x4) interfaces, with three supporting CCIX 1.0. You can check out more pictures below and see the annotations for yourself.

NVIDIA today expanded the NVIDIA Jetson lineup with the launch of new Jetson Orin Nano system-on-modules that deliver up to 80x the performance over the prior generation, setting a new standard for entry-level edge AI and robotics. For the first time, the NVIDIA Jetson family spans six Orin-based production modules to support a full range of edge AI and robotics applications. This includes the Orin Nano—which delivers up to 40 trillion operations per second (TOPS) of AI performance in the smallest Jetson form factor—up to the AGX Orin, delivering 275 TOPS for advanced autonomous machines.

Jetson Orin features an NVIDIA Ampere architecture GPU, Arm-based CPUs, next-generation deep learning and vision accelerators, high-speed interfaces, fast memory bandwidth and multimodal sensor support. This performance and versatility empower more customers to commercialize products that once seemed impossible, from engineers deploying edge AI applications to Robotics Operating System (ROS) developers building next-generation intelligent machines.

According to Dylan Patel of SemiAnalysis sources, Apple is moving its embedded cores from Arm to RISC-V. In Apple's Silicon designs, there are far more cores than the main ones that power the operating system and end-user applications. For example, embedded cores are present, and there are 30+ in M1 SoCs responsible for all kinds of workloads not related to the operating system. These tasks are usually associated with other functions such as WiFi/BlueTooth, ThunderBolt retiming, touchpad control, NAND chips having their own core, etc. They run their own firmware and power everything around the central cores that run the OS, so the whole SoC functions appropriately.

It appears that a lot of these cores are based on Arm M-series or lower-end A-series IP that Apple is currently looking to replace with RISC-V. Given that a large portion of software runs on the main big.LITTLE configuration, other secondary SoC tasks can migrate to a different ISA like RISC-V, with a small firmware adjustment. Given that these cores can be placed with custom IPs, Apple would save licensing fees if custom RISC-V cores were used. Additionally, developing firmware for these cores at an Apple engineering team size shouldn't be a problem. Of course, we have no information about when these custom cores will appear inside Apple Silicon. Even when they are used, no formal announcement is expected given that the main cores remain to be powered by Arm ISA, with everything else invisible to the end-user.

The demand for data is insatiable, from 5G to the cloud to smart cities. As a society we want more autonomy, information to fuel our decisions and habits, and connection - to people, stories, and experiences.

To address these demands, the cloud infrastructure of tomorrow will need to handle the coming data explosion and the effective processing of evermore complex workloads … all while increasing power efficiency and minimizing carbon footprint. It's why the industry is increasingly looking to the performance, power efficiency, specialized processing and workload acceleration enabled by Arm Neoverse to redefine and transform the world's computing infrastructure.

GIGABYTE Technology, an industry leader in high-performance servers and workstations, today announced new high-density, Arm-based compute servers for cloud-native applications using Ampere Altra processors that support dual socket configurations with up to 256 CPU cores. The GIGABYTE R-series servers already have unique storage options, and the new servers (R182-P91, R282-P91, and R282-P92) extend the depth of support for NVMe (Gen4) SSDs on the Arm platform. For scalable, high-density compute, the last new server, H262-P61, also has no thermal limitations, as it can sustain peak, consistent performance by providing optimal airflow. This multi-node H-series server supports eight CPUs, which translates to as many as 1,024 Arm-based CPU cores in a traditional 2U server. Working off the strengths of the latest Arm architecture for System on Chip (SoC) solutions, Ampere Altra and Altra Max processors are now supported in both single and dual-socket configurations by GIGABYTE.

Arm, Intel and NVIDIA have jointly authored a paper describing an 8-bit floating point (FP8) specification and its two variants E5M2 and E4M3 to provide a common interchangeable format that works for both artificial intelligence (AI) training and inference. This cross-industry specification alignment will allow AI models to operate and perform consistently across hardware platforms, accelerating AI software development.

Computational requirements for AI have been growing at an exponential rate. New innovation is required across hardware and software to deliver computational throughput needed to advance AI. One of the promising areas of research to address this growing compute gap is to reduce the numeric precision requirements for deep learning to improve memory and computational efficiencies. Reduced-precision methods exploit the inherent noise-resilient properties of deep neural networks to improve compute efficiency.

During Evercore ISI TMT conference, Intel announced that the company would continue to lose market share, with a possible bounce back in the coming years. According to the latest report, Intel's CEO Pat Gelsinger announced that he expects the company to continue to lose its market share to AMD as the competition has "too much momentum" going for it. AMD's Ryzen and EPYC processors continue to deliver power and efficiency performance figures, which drives customers towards the company. On the other hand, Intel expects a competing product, especially in the data center business with Sapphire Rapids Xeon processors, set to arrive in 2023. Pat Gelsinger noted, "Competition just has too much momentum, and we haven't executed well enough. So we expect that bottoming. The business will be growing, but we do expect that there continues to be some share losses. We're not keeping up with the overall TAM growth until we get later into '25 and '26 when we start regaining share, material share gains."

The only down years that are supposed to show a toll of solid competition are 2022 and 2023. As far as creating a bounceback, Intel targets 2025 and 2026. "Now, obviously, in 2024, we think we're competitive. 2025, we think we're back to unquestioned leadership with our transistors and process technology," noted CEO Gelsinger. Additionally, he had a say about the emerging Arm CPUs competing for the same server market share as Intel and AMD do so, stating that "Well, when we deliver the Forest product line, we deliver power performance leadership versus all Arm alternatives, as well. So now you go to a cloud service provider, and you say, 'Well, why would I go through that butt ugly, heavy software lift to an ARM architecture versus continuing on the x86 family?"

The world of semiconductor IP licensing is complex by nature. If you use a company's IP, you must agree to its licensing terms. Today, it is precisely those terms that are being breached in the event of Arm Ltd. filing a lawsuit against one of its biggest customers, Qualcomm. When Qualcomm acquired Nuvia Inc., regarded as one of the best CPU design teams in the industry, it transferred Arm-Nuvia license agreements as its own. It continued the development of Arm IP under Qualcomm's name. This is a standard restriction, as Arm's licensing prohibits these sorts of IP transfers among companies to protect the IP.

As the UK-headquartered company reports: "Because Qualcomm attempted to transfer Nuvia licenses without Arm's consent, which is a standard restriction under Arm's license agreements, Nuvia's licenses terminated in March 2022. Before and after that date, Arm made multiple good faith efforts to seek a resolution. In contrast, Qualcomm has breached the terms of the Arm license agreement by continuing development under the terminated licenses. Arm was left with no choice other than to bring this claim against Qualcomm and Nuvia to protect our IP, our business, and to ensure customers are able to access valid Arm-based products."

Microsoft is reportedly planning to merge its ARM-powered Surface Pro X brand into the main Surface Pro line starting with the upcoming Surface Pro 9. This would see the Surface Pro 9 being offered with the upcoming Microsoft SQ3 processor which is derived from the Snapdragon 8cx Gen3. Microsoft has previously announced a desktop ARM developer kit codenamed "Project Volterra" featuring the Snapdragon 8cx Gen3 SoC and a neural processing unit that should offer similar performance. The Surface Pro 9 is also expected to gain 5G connectivity when it is announced alongside updated Surface Studio, and Surface Laptop products in the coming weeks.

Microsoft is announcing the general availability of the latest Azure Virtual Machines featuring the Ampere Altra Arm-based processor. The new virtual machines will be generally available on September 1, and customers can now launch them in 10 Azure regions and multiple availability zones around the world. In addition, the Arm-based virtual machines can be included in Kubernetes clusters managed using Azure Kubernetes Service (AKS). This ability has been in preview and will be generally available over the coming weeks in all the regions that offer the new virtual machines.

Earlier this year, we launched the preview of the new general-purpose Dpsv5 and Dplsv5 and memory optimized Epsv5 Azure Virtual Machine series, built on the Ampere Altra processor. These new virtual machines have been engineered to efficiently run scale-out, cloud-native workloads. Since then, hundreds of customers have tested and experienced firsthand the excellent price-performance that the Arm architecture can provide for web and application servers, open-source databases, microservices, Java and.NET applications, gaming, media servers, and more. Starting today, all Azure customers can deploy these new virtual machines using the Azure portal, SDKs, API, PowerShell, and the command-line interface (CLI).

NVIDIA designed the Grace CPU, a processor in the classical sense, to replace the Intel Xeon or AMD EPYC processors it was having to cram into its pre-built HPC compute servers for serial-processing roles, and mainly because those half-a-dozen GPU HPC processors need to be interconnected by a CPU. The company studied the CPU-level limitations and bottlenecks not just with I/O, but also the machine-architecture, and realized its compute servers need a CPU purpose-built for the role, with an architecture that's heavily optimized for NVIDIA's APIs. This, the NVIDIA Grace CPU was born.

This is NVIDIA's first outing with a CPU with a processing footprint rivaling server processors from Intel and AMD. Built on the TSMC N4 (4 nm EUV) silicon fabrication process, it is a monolithic chip that's deployed standalone with an H100 HPC processor on a single board that NVIDIA calls a "Superchip." A board with a Grace and an H100, makes up a "Grace Hopper" Superchip. A board with two Grace CPUs makes a Grace CPU Superchip. Each Grace CPU contains a 900 GB/s switching fabric, a coherent interface, which has seven times the bandwidth of PCI-Express 5.0 x16. This is key to connecting the companion H100 processor, or neighboring Superchips on the node, with coherent memory access.

Qualcomm is a company well known for designing processors going inside a vast majority of smartphones. However, the San Diego company has been making attempts to break out of its vision to focus on smartphones and establish new markets where it could show its potential for efficient processor design. According to Bloomberg's insights, Qualcomm is planning to re-enter the server market and try again to compete in the now very diverse space. In 2014, Qualcomm announced that the company is developing an Arm ISA-based CPU that will target servers and be an excellent alternative for cloud service providers looking at efficient designs called Centriq. Later on, in November of 2017, the company announced the first CPU Centriq 2400, which had 48 custom Falkor cores, six-channel DDR4 memory, and 60 MB of L3 cache.

What happened later is that the changing management of the company slowly abandoned the project, and the Arm CPU market was a bit of a dead-end for many projects. However, in recent years, many companies began designing Arm processors, and now the market is ready for a player like Qualcomm to re-enter this space. With the acquisition of Nuvia Inc., which developed crazy fast CPU IPs under the leadership of industry veterans, these designs could soon see the light of the day. It is reported that Qualcomm is in talks with Amazon's AWS cloud division, which has agreed to take a look at Qualcomm's offerings.

GIGABYTE Technology, an industry leader in high-performance servers and workstations, today became the first-to-market with a dual-socket motherboard, MP72-HB0, that supports up to 256 Arm cores, making it ideal for cloud native workloads. Also, the launch includes two more servers, G242-P35 and G242-P36, to offer up to 120 TB of NVMe (Gen4) storage capacity paired with Ampere Altra or Ampere Altra Max processors. These GPU-centric servers and motherboard will quickly find a home with hyperscaler and cloud workloads. Altra Max processors have predictable high-performance by having a high core count CPU with one thread per core, 128 threads on a monolithic 128-core chip. Multi-socket support and a wealth of PCIe/CCIX lanes make the platform highly scalable. At the same time, there is industry-leading power efficiency/core, which is highly sought after by our customers.