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From: BeenRetired10/5/2017 7:22:48 AM
   of 6586

Mega-layer NAND: “creating entirely new use cases which create additional demands”.........

"I explained why I think it's likely that 2018 will end with shortages too"



This is exactly why the shills and "experts" are O'fer forever. The O'fer Static Model has never worked. And, the rate of change only increases. Geometrically. Not arithmetically.

Soon. Mega-layer, multi-channel SSS will be cheaper per GB & TB than 20th HDD. SSS already far superior on every other metric.

Enterprise has been going SSS on data centers because SSS has a lower TCO. For years. It's the loser laggards still using HDDs propping up units. Just like consumer PCs.

Think SSS, shrink and Fibre.

Insist on Cymer.


TrendForce says nand flash shortages may end in 2018

Editor:- September 27, 2017 - After 6 consecutive quarters of shortages in the nand flash memory market TrendForce today said it expects "supply and demand will reach a balance in 2018, moving away from the undersupply situation of 2017."

TrendForce anticipates that seasonal effects may result in NAND temporarily swinging from undersupply to oversupply in Q1 2018. But says the overall market trend for the whole 2018 is toward a stable equilibrium of supply and demand. The global NAND Flash bit supply growth rate is currently projected at 42.9%, while the bit demand growth rate is projected at 37.7%.

Editor's comments:- In 2017 the market learned that all the past assumptions about how long the memory industry takes to stabilize yields for new devices (and how those projections compare to initial characterization phases) were wrong due to nth layer tax in high rise 3D. The memoryfication of computing (big memory as the new normal) is also creating entirely new use cases which create additional demands on chips in a parallel course to SSD but which are semi-independent of storage's migration towards more solid state. So there are more memory demand factors at work - not just more demand from previously well understood trends.

I explained why I think it's likely that 2018 will end with shortages too in my recent blog - miscellaneous consequences of the 2017 memory shortages.

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From: BeenRetired10/5/2017 8:05:20 AM
   of 6586

Gen-Z: “more bandwidth than PCI-Express or DDR4 slots in a much smaller form factor”.............................

"A native Gen-Z switch would be on the order of 3X to 13X faster, and with maybe 2.5X to 8X the bandwidth."
Innovators and entrepreneurs with new materials and techniques. Here, history does repeat. Over and over and over. Ever faster and faster and faster.


Future Interconnects: Gen-Z Stitches A Memory Fabric

It is difficult not to be impatient for the technologies of the future, which is one reason that this publication is called The Next Platform. But those who are waiting for the Gen-Z consortium to deliver a memory fabric that will break the hegemony of the CPU in controlling access to memory and to deepen the memory hierarchy while at the same time flattening memory addressability are going to have to wait a little longer.

About a year longer, in fact, which is a bit further away than the founders of the Gen-Z consortium were hoping when they launched their idea for a memory fabric back in October 2016. These things take time, particularly any standard being raised by dozens of vendors with their own interests and ideas.

It has been almost a year now since Gen-Z launched, and the consortium is growing and the specifications are being cooked up by the techies. The core Gen-Z spec was published in December 2016 and updated in July to a 0.9 level; it is expected to be at the 1.0 level before the end of the year. The related The PHY spec is at about a 0.5 release level, and it should be at the 1.0 release level by the end of the year. And interestingly, the Gen-Z folks are showing off a new connector spec developed in conjunction with Tyco Electronics that uses 112 GT/sec signaling that delivers more bandwidth than PCI-Express or DDR4 slots in a much smaller form factor. (More on this in a second.)

We think there is a very good chance that InfiniBand and Ethernet switches will have circuits added to carry the Gen-Z protocol. The important thing to remember is that the PCI-Express and Ethernet physical layers have been honed over time, and will continue to evolve, and Gen-Z will ride on top of this as well as very likely get its own native hardware with its own specific benefits, such as super-low latency. The best 100 Gb/sec InfiniBand switches (including Intel’s Omni-Path as well as Mellanox Technologies’ Switch-IB) have around 100 nanoseconds of port-to-port latency, and the average 100 Gb/sec Ethernet switch is in the range of 300 nanoseconds to 400 nanoseconds. A native Gen-Z switch would be on the order of 3X to 13X faster, and with maybe 2.5X to 8X the bandwidth.

This new Gen-Z connector is also an important innovation.

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From: BeenRetired10/5/2017 8:24:01 AM
   of 6586

Roll-your-own Cloud Server Model has won...................................................

Let us not confuse Creative Destruction as shill Chip Armageddon. Diametrically opposed.


Canalys channels forum Hewlett Packard Enterprise is reworking the Cloud Server line jointly developed with Foxconn – a unit that was under threat – and plans to launch shiny new products in the not-too-distant future.

The servers were aimed at tier-one service providers and formed HPE's answer to original design manufacturers in the Far East that have hoovered up demand from companies including Facebook and Google by building tailor-made specs.

But HPE CEO Meg Whitman raised questions about the future of Cloud Servers in June, when she admitted the company was "heavily dependent" on one customer – Microsoft.

He argued that Dell and HPE could compete with the ODMs but that they "have forgotten how". ®

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From: BeenRetired10/5/2017 8:32:54 AM
   of 6586

Google "building JavaScript AI in web browsers"..................................................

Here's a gentle guide to building JavaScript AI in web browsers. Totally not a scary thingGoogle unwraps toy image rec neural net

By Katyanna Quach 5 Oct 2017 at 01:14

Google today popped online something called Teachable Machines, a simple demo for programmers interested in deep learning.

The point is, it works directly in your web browser so you can get going tinkering with an educational neural network right away without having to spin up a full machine-learning development stack and toolchain.

The demo isn’t particularly useful, but it does teach you the basics of how AI-powered image recognition works. The input data used to train the model is a series of photos from your computer’s webcam. You then give it more data, such as more snaps from the webcam, and you're rewarded with GIFs, sounds, or speech depending on the matches.

So for example, you can train the model to output a GIF of a cat if you hold up one finger, and a GIF of a dog if you hold up your hand. Then in inference mode, depending on whether you hold up a finger or a hand, you'll be shown the matching GIF. There’s a bar that shows you how confident the image recognition system is at pulling up the correct corresponding output.

It shows users the importance of training data and how image recognition models can be tricked. If the training examples are very similar to each other or you didn't feed it enough stills from the webcam, it can confuse the model and the confidence bar is low.

Teachable Machines is just an experiment, and its source code is here. What’s underneath it, powering the system, is much, much more interesting: it's deeplearn.js. Google launched deeplearn.js – an open source software library written in Javascript that runs machine learning models in web browsers – in August.

It’s a toolkit that allows novice and pro programmers build and run simple neural networks, potentially without any coding: functions selected from drop-down menus can be used to change the dataset, model type, and some hyper-parameters such as the number of layers, during development. “It won't rival state-of-the-art setups for training and running deep neural nets, [but it] can do real deep learning,” a Google spokesperson told The Register.

There is also an option to play with ImageNet, a large dataset of pictures useful for object recognition, using your webcam. You can additionally tinker with NNArt to create artwork. This uses compositional pattern-producing networks to generate the moving images. And there's a tool called Benchmarks to test how fast various standard machine-learning tasks run in browsers. Have fun.

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From: BeenRetired10/6/2017 7:41:11 AM
   of 6586
Google Clips camera onboard AI.......................................................................

From what I've read about Google new stuff, Google wants Smart things to have AI, too. Not just their Cloud.
Classic bit inflation. My bright thingy is brighter than yours at play. Classic need for competitive differentiation.

Shrink has enabled all this.

Bits bonanza.


Google Clips is a tiny camera that uses AI to automatically photograph moments

In addition to its Pixel phones and Home devices, Google announced a surprise today during its Pixel event. The company has come out with a camera that uses artificial intelligence to capture intimate moments that you aren’t able to get on your own. If your dog or baby is camera-shy, you can plant the Google Clips camera somewhere nearby to automatically take photos for you. The camera is trained to capture soundless video of faces and pets that it recognizes.

As shown in the demo onstage, Google Clips looks to be targeting parents, allowing them to focus more on interacting with their kids and pets than holding a camera in their hand. By only capturing soundless video, Google Clips dodges any laws against wiretaps. When the camera is on, an LED light blinks to let those in the room know they are being photographed.

You can export the recordings as video, photos, or GIFs. It comes in a two-tone white-and-teal color pairing, with a battery life of three hours of continuous use. It has a 12-megapixel sensor and a 130-degree field-of-view lens, and takes photos at 15 fps. Lastly, it has 8GB of internal memory.

It’s currently only compatible with Pixels, iPhone 8 and 8 Plus, and the Samsung Galaxy S7 and S8, and the photos are transferred over from the camera to devices through Wi-Fi. The Google Clips camera will be available for $249.

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From: BeenRetired10/7/2017 8:47:56 AM
   of 6586
Bit intense "ARRIS...802.11ac Wave 2-capable Modem".............................

"With security such a paramount concern these days, both devices utilize ARRIS Secure Home Internet by McAfee to help keep all the connected items on your network safe from malware and phishing scams."

Intel Inside.

Even cable modems have become very bright. I remember the super-duper Hayes dial stuff.

This is just the start.


ARRIS Announces 802.11ac Wave 2-capable SGB6950-AC2 & SBG7400-AC2 Cable Modem Gateways

by Joe Shields on September 27, 2017 6:00 PM EST

ARRIS introduced two new Wave 2 Wi-Fi gateways to its Secure Home Gateway portfolio with its ARRIS SURFboard SBG6950-AC2 and SBG7400-AC2 gateways. The Secure Home Gateway series of devices merge the functionality of a DOCSIS 3.0 cable modem, 4-Port Gigabit Ethernet router, Ethernet hub, and dedicated security protection for any connected devices. The two devices promise multi-Gigabit Wi-Fi capability while the addition of the latest Wave 2 Wi-Fi technology in the Secure Home Gateway lineup allows more devices to share the increased bandwidth capabilities.

For those unfamiliar, Wave 2 technology was certified by the Wi-Fi Alliance in late June 2016 with enterprise-grade products coming to market before that time. Wave 2's marquee feature is MU-MIMO beamforming, to enable improved performance and network utilization with multiple connected devices. While Gigabit speeds over Wi-Fi were achieved with Wave 1 standard, Wave 2 has an increased PHY (physical) rate at 2.34 Gbps (Wave 1 maxed out at 1.3 Gbps). Other features include evolutionary speed improvements such as 160Mhz channels (Wave 1 was 20, 40, and 80Mhz), four spatial streams (up from 3) and extended 5 GHz channel support. Assuming the channels are set for Wi-Fi use, it will support more users and devices overall. While Wave 2 isn't brand new, devices are still coming out now supporting the new standard.

The two ARRIS gateways offer Wave 2 Next-Gen Wi-Fi to deliver maximum bandwidth and performance across connected devices. Download speeds of up to 1 Gbps and Wi-Fi speeds up to 2350 Mbps are possible with SBG7400-AC2 and its 24x8 channel setup, while the SBG6950-AC supports 686 Mbps and Wi-Fi speeds up to 1900 Mbps through a 16x4 channel setup. Both gateways allow for up to 4 wired devices through the ethernet ports on the back.

With security such a paramount concern these days, both devices utilize ARRIS Secure Home Internet by McAfee to help keep all the connected items on your network safe from malware and phishing scams.

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From: BeenRetired10/7/2017 10:28:47 AM
   of 6586

Pricey, bit intense Watch 3 a runaway success...........................................................................

From what I've read, selling like hotcakes.

Other will have to pick up the pace in this bit intense world.
EUV/ArF bonanza.


Apple Watch Series 3 review: The wearable leader runs out to an insurmountable leadThere's none better, with or without LTE

If you want to pick nits, it’s about a millimeter thicker than the Series 1 model Apple is still selling. But that’s with more storage (16GB versus 8GB), a bigger battery, GPS, 50-meter water resistance, a barometric altimeter, and, of course, cellular. I’ve tested several LTE-enabled Android Wear watches that make the 42mm Apple Watch look small, so putting such capabilities in the 38mm model is nothing less than a remarkable feat of engineering.

Speed and other internal improvementsWhile it might look the same as models that came before, Apple Watch Series 3 couldn’t be more different on the inside. Along with LTE, there’s also a new S3 processor and W2 wireless chips, which give the Series 3 Apple Watch a tremendous speed boost.

Doug Duvall/IDG It only takes a second or two for apps to refresh with Apple Watch Series 3.

Navigation and animations are much smoother now, but most importantly, apps open much quicker. The speed of third-party apps was a pretty major pain point with previous generations of Apple Watch (particularly the original model, which most people will be upgrading from), and the new internals make a huge difference. I didn’t experience any lag when launching stock apps, and third-party ones rarely showed the spinning loading ring while updating. Even raise-to-wake seems quicker (though the lack of an always-on display is still a bummer).

That makes Apple Watch Series 3 much more of a standalone device, even without LTE. Where I mostly relied on my old Apple Watch for quick notifications, by the end of my testing I was instinctively using my Series 3 to respond to messages, check sports scores, even read headlines. Siri’s responsiveness is particularly impressive, but everything from stocks to sports to weather now load within a second or two. By the time the S4 chip comes around, watch apps will be just as fast as the ones on our iPhones, if not faster.

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From: BeenRetired10/8/2017 7:05:56 AM
   of 6586

"Google’s Clips camera is powered by a tailor-made AI chip"..................................

"More and more companies are turning to tech like this to improve on-device AI."

The AI bonanza has just started. EUV/ArF AI.


Google’s Clips camera is powered by a tailor-made AI chip

Google’s Clips camera may be a little creepy, but it also seems pretty useful for the right user; deploying machine learning to automatically snap the best pictures of your kids and pets. But the key to that functionality isn’t just Google’s AI prowess, it also requires a specialized processor built by the Intel-owned chipmaker Movidius.

The chip in question is the Myriad 2, which Movidius describes as a “visual processing unit” or VPU. (That’s as opposed to a graphics processing unit, GPU; or central processing unit, CPU.) The Myriad 2 is a processor tailor-made to handle machine vision tasks like object recognition, and Movidius claims it’s the “industry’s first always-on vision processor.” It’s previously shown up in Google’s Project Tango devices as well as DJI’s autonomous drones, and helps to make their on-board vision processing more efficient.

Google has long been interested in Movidius’ chips. As well as using their VPUs to power Project Tango, the search giant embarked on a partnership with Movidius last year to improve how image recognition works on devices like smartphones. With the launch of the Clips camera, we have a perfect example of the sorts of benefits these collaborations bring.

Clips does it all its AI processing on-device rather than relying on a connection to the cloud to scan images for familiar faces. That’s good for user privacy (there’s no chance of data being snaffled in-transit), but also increases the device’s battery life (because it doesn’t have to maintain an internet connection at all times). These benefits are the direct result of using a specialized chip like Movidius’ VPU.

More and more companies are turning to tech like this to improve on-device AI. Only last month Apple unveiled new iPhones complete with dedicated AI “neural engine” processors, and Huawei showed off similar capability with its recent Kirin 970 chipset. On-device AI is the future and specialized silicon is helping deliver it. Google has long been interested in Movidius’ chips. As well as using their VPUs to power Project Tango, the search giant embarked on a partnership with Movidius last year to improve how image recognition works on devices like smartphones. With the launch of the Clips camera, we have a perfect example of the sorts of benefits these collaborations bring.

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From: BeenRetired10/8/2017 7:26:38 AM
   of 6586

"Harman Kardon Invoke AI (Cortana) Smart Speaker"..........................................................

by Brandon Hill — Friday, October 06, 2017
Windows 10 Cortana Smart Home Controls Arrive For Harman Kardon Invoke AI Smart Speaker
While companies like Amazon and Google are angling to put more devices into your living spaces to create a smart home revolution with the Amazon Echo and Google Home Mini, Microsoft is looking to counterpunch with its own Cortana service. A new report indicates that Microsoft has added a new "Connected Home" section to the Cortana Notebook.

This new integration was first reported by Windows Central, which says that Connected Home allows users to tap into five services at the moment: Wink, Insteon, Nest, SmartThings and Hue. Of course, you will need to sign-in to each respective service to enable voice control functionality with your various smart devices.

Connected Home is coming online just ahead of the October 17th official rollout of the Windows 10 Fall Creators Update. The Fall Creators Update will implement Microsoft's new Fluent Design language and will serve as the launching point for Windows Mixed Reality devices like the Samsung HMD Odyssey. You can also expect feature improvements (like OneDrive On-Demand) and beefed up security across the board.

We're fast approaching the launch of the “Invoke” Cortana-powered Smart AI speaker, which is produced by Harman Kardon. "At the heart of Invoke is Cortana, your personal digital assistant, helping you stay on top of what’s important. Enhance every moment with captivating sound, voice control your music and smart home, make and receive hands-free calls with Skype, get answers to your questions, and more," said Harman Kardon when announcing the device back in May.

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From: BeenRetired10/8/2017 7:51:14 AM
   of 6586
LTE Watch 3: SiP…on steroids…………………………………

“dozens of discretes.”

On some ancient node. Wasting space and sucking power. BTW, where does the HDD go?

Apple Watch Packs Q’comm LTE

SiP packs more components in same space

Rick Merritt

10/5/2017 06:01 PM EDT

SAN JOSE, Calif. — Qualcomm supplied the LTE modem in the Apple Watch Series 3 as well as a handful of other wireless chips, according to a teardown from TechInsights. The latest watch appears to continue to push the boundaries of system-in-package design, packing a dozen major chips and dozens of discretes.

The new watch uses the same size SiP as the existing device. However, the Series 3 clearly packs more components, TechInsights said.

TechInsights found the Qualcomm MDM9635M, a Snapdragon X7 LTE modem in the 42mm sport band model A1861 with GPS + cellular it opened up. The same LTE chip appeared in the iPhone 6S/6S Plus, the Samsung Galaxy S6 Edge and other handsets. The modem was mated in a package-on-package with a Samsung K4P1G324EH DRAM in the watch.

Among other wireless chips, TechInsights said the watch contains a Qualcomm PMD9645 PMIC and a WTR3925 RF transceiver. Several other chip vendors also won wireless sockets.

TechInsights preliminary report identified an Apple/Dialog PMIC, an Avago AFEM-8069 front-end module, and a Skyworks SKY 78198 power amplifier. At least one other power amp is believed to be in the design.

Toshiba scored a win supplying 16 GBytes of NAND flash in the watch with four die marked FPV7_32G. SK Hynix supplied a DRAM believed to be packaged with Apple’s latest application processor, a dual-core device.

The Apple-designed application processor in the new watch is slightly larger than the one in the existing device at 7.74mm x 6.25mm, compared to 7.29mm x 6.25mm. What TechInsights believes is the new W2 custom Bluetooth chip, however, measures 2.61mm x 2.50mm, significantly smaller than the W1 in the Series 2 at 3.23mm x 4.42mm.

TechInsights found a 32-bit STMicro ST33G1M2 MCU on the backside of the SiP near RF components. Analog Devices continued to supply two capacitive touch chips — a touch screen controller and a AD7149 sensor controller also used in the Series 2 watch.

Broadcom supplied a wireless charging chip, the same one found in a teardown of the iPhone 8. NXP continued to provide NFC support with the same PN80V NFC module used in the iPhone 8

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