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The CyberSecurity Emperor Has No Clothes

The CyberSecurity Emperor Has No Clothes
by Bill Montgomery on 06-11-2016 at 7:00 am

In the past year, I’ve written numerous articles that have a common theme: the security world is badly broken as crypto schemas developed in the 90’s are no defense for today’s sophisticated hackers. For the most part, my blogs have been very well received, and have been picked up and posted by multiple sites and publications worldwide. However, I’ve also been harshly criticized by some readers who stated in so many words that I was “crying wolf,” or behaving like the beloved Chicken Little (The sky is falling! The sky is falling!).

Well, I’m not one to shout “I told you so” when theories or treatises that I’ve communicated are validated, but in this case, I’m doing just that. Not because I want people to know that what I and many others have been saying is correct, but that because we are correct, the connected world as we know it is about to become a highly vulnerable, dangerous place – and those with the power to make change need to do so and quickly.

I know. So far, I’m writing more of the same. But this time around, my views are backed up by researchers at the University of Toronto. In an eye-opening article published on yournewswire.com by Baxter Dmitry, he writes about:

“a breakthrough that is possibly the biggest event in computer science and financial services for 50 years.” And what does this breakthrough mean?
The articles sub-title says it all…

All current banking transactions, digital signatures, network communications, credit and debit card transactions, not to mention personal communications have been compromised.

You can read Dmitry’s insightful story here.

What do all of the above applications have in common? They all are “protected” by encryption security that relies on a known, secret prime that until now has not been discovered. Now that it has been compromised, things could get ugly in our e-world, very soon.

If true, this means that the security of anything RSA (SSH, SSL, TLS, S/MIME, OpenPGP) and ECC is being called into question and may crumble at any time.

You can learn more about prime numbers and their role in the crypto world in this brief, informative video,

What’s the solution?

A cryptographic schema that utilizes random numbers and other elements, as opposed to the factoring of prime numbers as the underpinnings of its security. (Can you say IBE 3.0?)

To learn more about IBE 3.0 and its broad applicability, please contact me on Linkedin.


ARM sets up quagmire-free ecosystem for IoT

ARM sets up quagmire-free ecosystem for IoT
by Don Dingee on 06-10-2016 at 4:00 pm

Wandering around DAC this week, I found much of the discussion focused on the EDA community being at an inflection point. How do we get more design starts from new places with new ideas without jeopardizing existing business? It’s not as simple a transition as it sounds. Continue reading “ARM sets up quagmire-free ecosystem for IoT”


Driverless Policy Making

Driverless Policy Making
by Roger C. Lanctot on 06-10-2016 at 12:00 pm

The Vision Zero movement, embraced by Sweden and select U.S. and foreign cities around the world, continues to elude the grasp of U.S. Department of Transportation leadership. I was reading an impassioned letter to the President by Marianne Karth on the issue this morning – impassioned because Karth lost two daughters to a motor vehicle accident involving a truck lacking under-ride protection.

Karth points out President Obama’s ability to wax eloquent on the issue of highway fatalities – as he did during a recent PBS forum – yet his inability to enunciate any focus on reducing highway fatalities as a policy priority. In the PBS segment he contrasts the process of reducing highway fatalities over the years with technology and science with the inability to do the same to reduce gun violence. (PBS segment: http://tinyurl.com/z6zsn9t)

The concerns of Karth and millions of others regarding steadily rising highway fatalities (an 8% increase for 2015 is anticipated) are only inflamed by the fact that most political leaders in a position to do something about highway fatalities are actually driven wherever they go. The typical politician today is probably wondering what all the fuss is about driverless cars when their daily reality revolves around driverlessness.

The average senior politician in the U.S. or anywhere else in the world is driven wherever he or she goes. Much has been made of the fact that Democratic presidential candidate Hillary Clinton hasn’t driven a car in years. The same likely holds true for Republican hopeful Donald Trump.

How can these people appreciate the magnitude and urgency of the issue if they are completely removed from its immediacy. Highway fatalities rose in 2015, a clear signal that not enough is being done.

Yet even as we struggle to come to terms with more people dying in cars that are safer on roads that are safer and at a rate that exceeds the increase in the amount of driving, we must also decide how driverless cars will fit into the transportation mix. Again, our leaders don’t drive so the perception of the problem is clouded at the very top of policy making.

Consumer advocates want to limit public testing of driverless cars. Cities and states increasingly see driverless cars as a new tool to take on traffic woes and congestion and to democratize transportation and increase social mobility. So far the U.S. Department of Transportation has spoken out in support and sponsored legislation to fund research. So far so good.

But a commitment to Vision Zero is still missing – and the two issues are bound together. Driverless car technology is a piece of the Vision Zero puzzle and policy makers need to determine how that piece fits in.

Unlike the battle over gun violence ongoing in the U.S., there is no National Rifle Association standing in the path of progress toward reducing highway fatalities. Surely the auto industry recognizes the opportunity and the responsibility to take on this scourge.

Karth binds her thoughts into a five-point appeal:
“Would you (President Obama),in fact, make Traffic Safety a national priority–placing it on the list of important issues listed on whitehouse.gov and then do something about it, e.g.,:

[LIST=1]

  • Set a National Vision Zero Goal?
  • Establish a White House Vision Zero Task Force?
  • Sign a Vision Zero Executive Order to allow Vision Zero Rulemaking?
  • Get We the People involved in the action and the solution by promoting the development of a nationwide network of Traffic Safety/Vision Zero Community Groups?
  • Appoint a Traffic Safety Ombudsman who would oversee all of this and be an Advocate for vulnerable road users (which includes us all) —untainted by political pressures?”

    Things have gotten so bad that now, according to Automotive News, new cars are being sold with airbags subject to recalls. (NYTimes – Automakers Still Selling Cars with Defective Takata Airbags – http://tinyurl.com/jf6o4wv) More than 100 people are dying every day on roads in the U.S. and, according to the World Health Organization’s latest Global Status Report on Road Safety 700 are dying every day in China.

    This is a global problem calling for global initiatives. Karth shares this link for Vision Zero goals set by others around the world: https://en.wikipedia.org/wiki/Vision_Zero Wikipedia notes 14 U.S. cities that have established varying versions of Vision Zero goals. It’s time for the U.S. to step up and lead. This is no time for the U.S. to be in the backseat.

    Roger C. Lanctot is Associate Director in the Global Automotive Practice at Strategy Analytics. More details about Strategy Analytics can be found here: https://www.strategyanalytics.com/ac…e#.VuGdXfkrKUk


  • How crowdfunding can help save Silicon Valley from its harebrained investors

    How crowdfunding can help save Silicon Valley from its harebrained investors
    by Vivek Wadhwa on 06-10-2016 at 7:00 am

    There are fears that another Ice Age is about to hit Silicon Valley because of the implosion of its unicorns — start-ups valued at more than one billion dollars. By one estimate there were 229 such companies in January of this year. Their valuations are dropping precipitously because they were overpriced and overhyped. The fear is that venture capital will dry up and hurt the innovation ecosystem.

    In previous eras, such a setback to venture capitalists would surely have had a chilling effect on the innovation ecosystem because startups were dependent on their funding. But in today’s era of exponential technologies, there will hardly be a blip.

    To start with, the cost of building new technologies has dropped so significantly that inventors no longer need venture capital. The desktop computers, server farms, racks of hard disks, and enterprise software that were needed would cost hundreds of thousands, sometimes millions, of dollars. Today, there is on-demand computing and cloud storage — which can be purchased for almost nothing from companies such as Amazon, Google, and Microsoft. And tools such as sensors and 3D printers, which are needed for building sophisticated medical devices and robots, are inexpensive. What costs the most in Silicon Valley is rent and food. But you can share an apartment and live on pizza and ramen noodles.

    And instead of begging venture capitalists, angel investors, or friends for the $50,000-100,000 that it typically costs to start a technology company, founders can go directly to the people they are building their products for. They can post a video of a heart-felt pitch and demonstrate a prototype of their ideas on sites such as Indiegogo, Kickstarter and Plum Alley. If they get funded they’ll know they have a good idea; otherwise is time to go back to the drawing board and come up with something better.

    The crowd makes better decisions than venture capitalists do. With crowdfunding, there is direct feedback from the market and a strong connection between the inventor and the funder. The community of funders feels a sense of ownership for the product and helps spread the word. And there is no filter such as a venture capitalist who has his own race and gender biases and only invests in the same trendy technologies as other VC firms.

    The failure rate of crowdfunded projects is remarkably low. Three quarters of venture capital investments fail to return investor capital. Yet only 9 percent of crowdfunded projects fail to deliver on what they promised, according to Ethan Mollick of University of Pennsylvania –who researched 47,188 Kickstarter projects.

    When entrepreneurs take money from venture capitalists, they know that this is coming from deep pockets and is just a financial investment. When dealing directly with customers it is personal; so entrepreneurs put in extraordinary effort and spend their own money to fulfill their promises. This is what leads to better outcomes.

    One of the best examples of a technology that would not have seen the light of day without crowdfunding is virtual reality. As Mollick explained, this was largely ignored by traditional funders after it failed to gain traction in the 1990s. In 2012, a 19-year old Palmer Luckey, who had built a prototype of a virtual reality headset in his parent’s garage, launched a Kickstarter campaign for a commercial product. His goal was to raise $250,000 but there was so much demand that he ended up getting $2.4 million in orders. The product he later developed, Oculus Rift, was acquired by Facebook in 2014 for $2 billion. This set off a frenzy of funding by venture capitalists and greatly accelerated the progress of a world-changing technology.

    So far, there have been limits to what start-ups could offer the crowd. They could only pre-sell their product and offer perks such as T-shirts and badges. This is about to change.

    Starting May 16, the Securities and Exchange Commission is rolling out a new program that will allow private companies to use crowdfunding to sell securities — up to $1 million over a 12-month period. This was a provision of the 2012 Jumpstart Our Business Startups Act (or JOBS Act) to assist small companies with capital formation.

    Individual investors with less than $100,000 of net worth will be allowed to invest the lesser of $2,000 or five percent of their annual income or net worth. Wealthier individuals can invest up to 10 percent. The investment must, however, be through an authorized funding portal. These portals are required to vet the companies and let investors shop among offerings and discuss them online. They can’t offer investment advice, make recommendations, or solicit purchases.

    One of the first funding portals, Crowdfunder didn’t waste time in taking advantage of the new rules. It recently announced a VC Index Fund which offers an investment in a portfolio of hundreds of venture-capital backed startups. Crowdfunder chief executive Chance Barrett said his goal was to “allow everyday people to invest online alongside the world’s leading venture capitalists, while targeting a fund 10x more diverse, in the number of investments, than a traditional VC.” In other words, the public can become “super VCs.”

    It remains to be seen if equity crowdfunding achieves the same success as product crowdfunding. The stakes are now higher and the risks of fraud are much greater. But one thing is certain: the balance of power is rapidly shifting — from venture capitalists to entrepreneurs. This is a good thing because it will lead to a greater diversity of start-ups. And with a bit of luck, there will also be fewer over-priced unicorns and less wastage of investment capital — because the venture capitalists will follow the crowd.

    For more, follow me on Twitter: @wadhwa and visit my website: www.wadhwa.com


    Facebook and the Internet of Things

    Facebook and the Internet of Things
    by Sudeep Kanjilal on 06-09-2016 at 4:00 pm

    Something very important happened recently at the annual developer conference (F8). Facebook firmly staked its claim on IOT. Facebook events (like the Google annual developer events) are always interesting, as they give a tantalizing view of what is coming next. Yes, it lacks the panache the Apple events have. However, just because Facebook and Google events are deeply technical, does not mean they are not momentous, or exciting.

    Several interesting data points were shared, several important consumer features announcements were made. I will not repeat them here, expect perhaps point out an important point – F8 was perhaps the pivot where Facebook finally shed its web legacy and became a native mobile ecosystem player.

    Russian Nested Dolls – Stack within Stack within Stack

    What, however, caught my attention was something that was not consumer facing – something regarding Parse, a mobile app backend / platform-as-a-service firm that Facebook acquired 3 years ago and then seemed to have forgotten about it.

    At the level of the consumer internet, it’s been clear for some time that Apple and Google won the platform war. That leaves other consumer-facing/consumer-service firms in an interesting predicament – how do they survive, and thrive, on someone else’s platform? How far can they capture attention and intent of the consumers, what other interaction models will emerge, and so on.

    The smart answer is – build your own stack inside someone else stack/platform!

    That’s what Facebook and Amazon have been up to, for the past couple of years – moving up and down the stack simultaneously.

    Moving up, these firms are building a new run-time overlaying the runtime embedded in the iOS and Android. Zuckerberg pointed out at F8 that five years ago, most content on Facebook was text. Now it’s photos, soon it will be video, and eventually it will be immersive content like virtual reality and augmented reality. If the content sharing of the future requires a headset, Facebook needed one, so it acquired Oculus.

    Moving down, Facebook acquired Parse

    Facebook wants to manage all interactions – between people, between people and things, and between things
    We’re rushing headfirst into this era of “Internet of Things” — a time of connected coffee makers, connected fridges, connected light switches. There’s been very little done, however, in the way of standardizing how these things work (and work with each other) behind the scenes.

    And that’s where Parse related announcement comes into play. Parse launched SDKs that act as the backend brains for IoT projects. It’s compatible with Arduino first, with other platforms on the way.

    So, Facebook, which was basically an app (the top consumer layer) on the iOS and Android based mobile ecosystem/stack, expanded that into a full 5-layer stack. Third party consumers apps as the top layer, Occulus as the runtime/second layer, facebook itself, along with Messenger as the service/third layer (which will include payments!), Parse as the infrastructure/fourth layer.

    What it means in layman terms is that Facebook could very well become the central control for Smart Home, Smart Auto, Smart Health, etc. Basically, on the day it completed the pivot from web to mobile, it also took the first step towards the next ecosystem – IOT!


    How to prevent Electrical Overstress failure in NFC interfaces

    How to prevent Electrical Overstress failure in NFC interfaces
    by bkeppens on 06-09-2016 at 12:00 pm

    Last year, about 40% of new smartphones included Near Field Communication (NFC). Analysts predict that by 2017 there will be 1 billion NFC enabled phones. Clearly, the use of NFC is ramping up because it can simplify aspects as diverse as communication, secure payments, user authentication, and retail loyalty programs for instance.


    A typical, simplified NFC approach: Near field (max. 10m) communication between 2 devices.

    Adding NFC functionality to an integrated circuit involves connecting the wireless interface pins to an antenna/coil. The voltage on those pads strongly depend on the distance between and alignment of transmit/read devices and the power of the transmitting device. Simulations by one of our customers showed a worst case of almost 10V between pads, which is rather high for advanced CMOS technology.

    There are basically 2 ways to cope with this excess voltage.

    Use high voltage transistors
    Designers can use transistors that tolerate voltage up to 10V. Fortunately, many NFC applications also require on-chip non-volatile memory (NVM). Such NVM circuits typically use a thicker gate oxide and foundries provide high voltage transistors for such embedded flash process flavors. Many companies use those NVM transistors for the first stage of the antenna circuit. The problem is that these high voltage transistors are easily damaged during electrostatic discharge (ESD) stress. A parallel on-chip ESD protection circuit (with ~10V tolerance) is the easiest solution.


    Because high voltage (memory) transistors are typically rather weak during ESD stress it may be best to use a local ESD protection clamp in parallel.

    Limit the voltage
    It is possible to reduce the excess voltage with a so-called clipping or limiting circuit. The simple approach is to use a set of diodes.


    Simple clipping variations based on diodes.

    Other options include clipping or limiting circuits based on transistors. Check out this case study with a clipping circuit.


    Semiconductor market going negative?

    Semiconductor market going negative?
    by Bill Jewell on 06-09-2016 at 7:00 am

    Several recent forecasts for the 2016 semiconductor market point to a decline. The title of this post is the same as we used for in October 2015. In October, Semiconductor Intelligence projected the market would grow 1.0% in 2015 despite several predictions of the market going negative. 2015 finished with a slight 0.2% decline. The chart below shows four forecasts in the last two months calling for a negative 2016, ranging from a 0.6% decline from Gartner to a 2.3% decline from IDC. Databeans projects 3.0% growth. We at Semiconductor Intelligence are calling for 1.0% growth in 2016. For 2017 semiconductor market growth, Mike Cowan’s May forecast was 6.1%. We at Semiconductor Intelligence are projecting 7.5% growth.


    What is behind the weak 2016 outlook? According to World Semiconductor Trade Statistics (WSTS), the 1[SUP]st[/SUP] quarter 2016 semiconductor market declined 5.5% from 4Q 2015, the weakest first quarter since the recession in 2009. However, there are signs of improvement in 2Q 2016. The table below shows 1Q 2016 revenue growth versus 4Q 2016 and guidance for 2Q 2016 for the largest semiconductor suppliers.

    [TABLE] align=”center” style=”width: 500px”
    |-
    | colspan=”4″ style=”width: 200px; height: 34px; text-align: center” | Key Semiconductor Company Revenue
    |-
    | colspan=”4″ style=”width: 200px; height: 21px; text-align: center” | Change versus prior quarter in local currency
    |-
    | style=”width: 50px; height: 21px” |
    | style=”width: 10px; height: 21px” | Reported
    | style=”width: 10px; height: 21px” | Guidance
    | style=”width: 100px; height: 21px” |
    |-
    | style=”width: 50px; height: 21px” | Company
    | style=”width: 10px; height: 21px” | 1Q16
    | style=”width: 10px; height: 21px” | 2Q16
    | style=”width: 100px; height: 21px” | Comments on 2Q
    |-
    | style=”width: 50px; height: 21px” | Intel
    | style=”width: 10px; height: 21px” | -8.1%
    | style=”width: 10px; height: 21px” | -1.5%
    | style=”width: 100px; height: 21px” | high end +2.2%
    |-
    | style=”width: 50px; height: 21px” | Samsung
    | style=”width: 10px; height: 21px” | -15.6%
    | style=”width: 10px; height: 21px” | n/a
    | style=”width: 100px; height: 21px” | solid DRAM & SSD demand
    |-
    | style=”width: 50px; height: 21px” | Qualcomm
    | style=”width: 10px; height: 21px” | -18.5%
    | style=”width: 10px; height: 21px” | 0.9%
    | style=”width: 100px; height: 21px” | high end +8.1%
    |-
    | style=”width: 50px; height: 21px” | SK Hynix
    | style=”width: 10px; height: 21px” | -17.2%
    | style=”width: 10px; height: 21px” | n/a
    | style=”width: 100px; height: 21px” | solid DRAM & SSD demand
    |-
    | style=”width: 50px; height: 21px” | Micron
    | style=”width: 10px; height: 21px” | -12.4%
    | style=”width: 10px; height: 21px” | 0.5%
    | style=”width: 100px; height: 21px” | high end +5.7%
    |-
    | style=”width: 50px; height: 21px” | TI
    | style=”width: 10px; height: 21px” | -5.7%
    | style=”width: 10px; height: 21px” | 5.4%
    | style=”width: 100px; height: 21px” | high end +10.8%
    |-
    | style=”width: 50px; height: 21px” | Toshiba
    | style=”width: 10px; height: 21px” | 0.3%
    | style=”width: 10px; height: 21px” | n/a
    | style=”width: 100px; height: 21px” |
    |-
    | style=”width: 50px; height: 21px” | NXP
    | style=”width: 10px; height: 21px” | 38%
    | style=”width: 10px; height: 21px” | 5.4%
    | style=”width: 100px; height: 21px” | 1Q includes Freescale
    |-
    | style=”width: 50px; height: 21px” | Infineon
    | style=”width: 10px; height: 21px” | 1.0%
    | style=”width: 10px; height: 21px” | 2.0%
    | style=”width: 100px; height: 21px” | high end +4%
    |-
    | style=”width: 50px; height: 21px” | MediaTek
    | style=”width: 10px; height: 21px” | -9.4%
    | style=”width: 10px; height: 21px” | 28.0%
    | style=”width: 100px; height: 21px” | China handset demand
    |-
    | style=”width: 50px; height: 21px” | ST
    | style=”width: 10px; height: 21px” | -6.5%
    | style=”width: 10px; height: 21px” | 5.5%
    | style=”width: 100px; height: 21px” | high end +9%
    |-
    | style=”width: 50px; height: 21px” | Renesas
    | style=”width: 10px; height: 21px” | 1.8%
    | style=”width: 10px; height: 21px” | n/a
    | style=”width: 100px; height: 21px” | uncertain after earthquake
    |-

    Q1 2016 revenues declined from 4Q 2015 for most companies, including double-digit declines for the Memory companies (Samsung, SK Hynix and Micron) and Qualcomm. NXP’s 38% growth is a result of its acquisition of Freescale. The outlook is fairly strong for most companies in 2Q 2016. All but Intel are projecting growth, with Intel’s high end guidance for 2.2% growth. The high end guidance for Qualcomm, TI and ST is in the 8% to 10% range. MediaTek is guiding 28% growth in 2Q 2016 based on strong handset demand from China. Broadcom is not included since it is in the process of integrating its merger with Avago.

    The outlook for key end equipment is major factor for the weak semiconductor market in 2016. Gartner’s March 2016 forecast for PC plus tablet units is a 2.5% decline in 2016, following a 10% decline in 2015. Growth is projected at a positive 2.5% in 2017. Mobile phone units are projected to show growth in only the 1% to 2% range. The International Monetary Fund’s (IMF) April 2016 forecast is 3.2% global GDP growth in 2016, only slightly higher than 3.1% in 2015. GDP is expected to pick up to 3.5% growth in 2017.

    [TABLE] border=”1″
    |-
    | colspan=”5″ style=”width: 714px; text-align: center” | Forecast Annual Change
    |-
    | style=”width: 146px” |
    | style=”width: 143px” | 2015
    | style=”width: 143px” | 2016
    | style=”width: 143px” | 2017
    | style=”width: 137px” | Source
    |-
    | style=”width: 146px” | PC + Tablet Units
    | style=”width: 143px” | -10%
    | style=”width: 143px” | -2.5%
    | style=”width: 143px” | 2.5%
    | style=”width: 137px” | Gartner, March
    |-
    | style=”width: 146px” | Mobile Phone Units
    | style=”width: 143px” | 2.0%
    | style=”width: 143px” | 1.4%
    | style=”width: 143px” | 2.1%
    | style=”width: 137px” | Gartner, March
    |-
    | style=”width: 146px” | Global GDP
    | style=”width: 143px” | 3.1%
    | style=”width: 143px” | 3.2%
    | style=”width: 143px” | 3.5%
    | style=”width: 137px” | IMF, April
    |-

    Our Semiconductor Intelligence forecast of 1.0% semiconductor market growth in 2016 takes into account the weak end markets. However, the 2Q 2016 outlook for major suppliers is encouraging. The growth acceleration for end equipment and GDP in 2017 leads to our forecast of 7.5% growth in 2017.


    NVIDIA GeForce GTX 1080 Poised To Claim The Gaming And VR Performance Crown

    NVIDIA GeForce GTX 1080 Poised To Claim The Gaming And VR Performance Crown
    by Patrick Moorhead on 06-08-2016 at 12:00 pm

    NVIDIA has been teasing the promise of Pascal for years, but this year Pascal’s performance became much more real. With the announcement of the Tesla P100 based on Pascal, NVIDIA was able to show the neural-network world what Pascal was really capable of. However, that chip is very different from the gaming-focused Pascal chip that NVIDIA launched on May 6th in Austin at an event VR analyst Anshel Sag and I both attended. NVIDIA introduced a plethora of new features and improvements that enable their new Pascal-based GeForce GTX cards to really shine against the competition. NVIDIA’s own Founder and CEO, Jen-Hsun Huang, deemed the GTX “1080 is the new King.”


    NVIDIA CEO Jen-Hsun Huang at the GeForce GTX 1080 launch event held in Austin, TX (Photo Credit: Patrick Moorhead)

    GTX 1080 “firsts”
    The Pascal GPU architecture is NVIDIA’s most ambitious ever. The biggest version of the Pascal family is the GP100 inside of the Tesla P100 high performance computing (HPC) GPU. That version of Pascal features 15.3 billion transistors, the most of any chip, ever created by anyone, ever. The newly announced GeForce GTX 1080 features the GP104 graphics chip with fewer transistors paired with 8GB of Micron GDDR5X, a brand new type of graphics memory. The improvements in memory bandwidth and latency mirror NVIDIA’s improvements in the Tesla P100 with the use of HBM2. However, while AMD didintroduce HBM in their Fiji family of GPUs, it was limited to 4GB of VRAM capacity and this new generation that NVIDIA is using does not have such a limitation. Additionally, AMD is not using GDDR5X anywhere in any of their cards, so NVIDIA is the first to introduce this technology to the market in a product.

    16nm FinFET helping
    The biggest reason why NVIDIA is able to cram so many transistors inside of a relatively small chip is thanks to the new 16nm FinFET process from TSMC. This process allows for NVIDIA to not only build a small chip but to pack it with plenty of performance and to do it at a very low wattage. In fact, NVIDIA claims to be cramming approximately 29% more performance out of the GeForce GTX 1080 than they do from their most powerful graphics card right now, the TITAN X. Not only is NVIDIA claiming to be about 29% faster than the previous generation, they are able to accomplish this with only 180 watts of power. This represents a power reduction of 28% while at the same time delivering a 29% boost in performance. Traditionally, GPU manufacturers have had to give up some power savings for additional performance or vice versa, but with the new Pascal architecture and 16nm FinFET from TSMC you get the best of both worlds.

    VR-focused performance and features
    The GeForce GTX 1080 delivers even more performance once you start looking at performance in Virtual Reality (VR). It appears the entire GTX 1080 and Pascal were specifically designed with VR in mind. This includes support for hardware asynchronous computing as well as some of their VR Works software features like simultaneous multi-projection (SMP). NVIDIA claims that with the added hardware and software features on the GeForce GTX 1080 actually bring its VR performance to approximately two times that of the TITAN X, NVIDIA’s next fastest graphics card.

    However, in order to accomplish such performance, game developers have to implement NVIDIA’s Game Works proprietary SDK which includes their VR Works that enables the use of features like SMP. As many middleware programs go, the chance that it will be broadly adopted is to be determined, but there’s a good chance that there will be a handful of games that do and those that do could benefit from this performance boost. This is the promise of NVIDIA’s new technology inside of Pascal and the software that accompanies it. Plus, the VR industry is looking for anythingto boost the category, so I expect developers and game engines will support both SMP and Async. Already, VRWorks is integrated into game engines today with features like VR SLI supported.

    Hardware Async compute
    Prior to Pascal, NVIDIA’s Maxwell architecture supported asynchronous compute in hardware. Improvements to work scheduling in Pascal increases the overall performance in VR and improves the overall user experience allowing both compute and graphics functions to happen as they need to. This feature is extremely important in order to deliver a smooth VR experience and I suspect that NVIDIA knows this and has made sure their architecture supports it. NVIDIA prides themselves in the best possible gaming experience, so it only seems logical that they would want to deliver the best VR experience possible with the GTX 1080.

    Exceptional pricing for high-end card
    In addition to all of the features in the GeForce GTX 1080 that make it so VR friendly and power-friendly, NVIDIA’s new GPU is also extremely price friendly. The “Founder’s Edition” from NVIDIA comes in at a relatively low $699, which is a solid $400 less than their current top-end card the TITAN X, for more performance. NVIDIA also introduced the Founder’s Edition GTX 1070 that will be $379, which claims approximately TITAN X performance for about 1/3 the price. These new GPUs from NVIDIA deliver on performance, power and price, they are a complete win for virtually any gamer looking to spend more than $300 on a GPU. They will also deliver the best possible performance today, even if NVIDIA’s claims are overstated.

    NVIDIA should continue to dominate over $300
    NVIDIA is trying to capture the entire segment of the market above $300 that represents the “enthusiast segment”, which is about 20% of the overall GPU unit market volume and where the highest margins and revenue are. The biggest market segment is the “performance” segment which is below $300 and while it represents the most units sold this is where margins are thinner in this segment.
    Unless something unforeseen happens, which I don’t think will happen, I believe NVIDIA should continue to dominate in this high ASP, lower units market above $300.

    The real fight will be from $149- $299
    GPU’s that are more than $150 and less than $300 are the sweet spot for unit volume and unit market share which is why NVIDIA will likely need to extend the GTX 1000 family down to something like a GTX “1060” soon. This will be especially important for NVIDIA because Advanced Micro Device’s upcoming Polaris GPU will likely be squarely aimed at this price segment in order to recapture unit market share and potentially profits. After all, this is Advanced Micro Device’s self-proclaimed “year of graphics”.
    If NVIDIA can successfully launch and price a GTX “1060” within this price segment they can defend their market share from Advanced Micro Devices in this price point, even if they effectively own the high-end. NVIDIA’s market share position is strong right now, but they already have a pretty strong command of the high-end and that’s why it’s important that they can launch into the lower price segments as well.
    While AMD hasn’t yet launched Polaris, I believe it’s going to be an absolute fight from $149 to $299, so get ready for it.

    Wrapping up
    The NVIDIA GeForce GTX 1080 and GTX 1070 are absolutely marvels of engineering from a company that knows what gamers want and who has been executing incredibly for the last few years. The company are delivering on the promise of Pascal and 16nm FinFET and they are even doing all of this while bringing down the price of their GPUs compared to the previous generation.

    These new cards are important for the PC VR category as they radically improve the price-experience curve. While HTC is delivering and Oculus has been choking, at least we know that higher-end VR will look much better from a graphics perspective.

    NVIDIA’s launch of the GTX 1080 has been extremely well received by gamers around the world and those who wish to see high performance and lower cost VR solutions. NVIDIA has without a doubt introduced what appears to be the fastest GPU for VR and it will be interesting to see how it actually stacks up in real world scenarios.

    Thankfully, NVIDIA has provided us with a GTX 1080 in order for us to test their claims ourselves. NVIDIA has finally, fully committed themselves to VR and they don’t appear to be stopping any time soon, I expect to see more announcements in the VR space from NVIDIA as they continue to push Pascal through their different product lines.

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    Highlights of the 22nm FD-SOI San Jose Presentations

    Highlights of the 22nm FD-SOI San Jose Presentations
    by Adele Hars on 06-08-2016 at 7:00 am

    VLSIResearch FDSOI whybiztech SanJose16 534x610

    This is part 2 (of 2) of my coverage of the recent FD-SOI Symposium in San Jose (April 2016), this time looking at the 22nm presentations by GlobalFoundries, ARM (finally!!), VLSI Research Inc and Sigma Designs. (Part 1 looked at the 28nm presentations.) Most are now available on the SOI Consortium website – click here to see the full list.
    Continue reading “Highlights of the 22nm FD-SOI San Jose Presentations”