Computers and component trends 2020

Prediction articles:

2020: A consumer electronics forecast for the year(s) ahead

AI Chips: What Will 2020 Bring?

CEO Outlook: 2020 Vision: 5G, China and AI are prominent, but big changes are coming everywhere

Top 10 Tech Failures From 2019 That Hint At 2020 Trends – Last year’s tech failures often turn into next year’s leading trends

Trends:

AMD’s 7nm Ryzen 4000 CPUs are here to take on Intel’s 10nm Ice Lake laptop chips

Top 9 challenges IT leaders will face in 2020: From skills shortages to privacy concerns

Linux in 2020: 27.8 million lines of code in the kernel, 1.3 million in whole system
Systemd? It’s the proper technical solution, says kernel maintainer

Hero programmers do exist, do all the work, do chat a lot – and do need love and attention from project leaders

From the oil rig to the lake: a shift in perspective on data

In December 2020, the new IEC/EN 62368-1 will replace the existing safety standards EN 60950-1 and EN 60065-1

Use of technology money outside company IT department is the new normal

Tech to try:

12 Alternative Operating Systems You Can Use In 2020

CONTINUOUS INTEGRATION: WHAT IT IS AND WHY YOU NEED IT

Research:

Universal memory coming? New type of non-volatile general purpose memory on research, some call it UltraRAM.

68 Comments

  1. Tomi Engdahl says:

    Microsoft Partners With Samsung, Preparing For A Post-Console Future
    http://on.forbes.com/61861ihyO

    As Samsung unveiled its Galaxy S20 and Galaxy Z Flip phones yesterday, it also unveiled a partnership. Details are still a little bit light, so far, but the focus is clear: Xbox and Samsung are partnering for cloud-based gaming, which Microsoft is pursuing through its Project xCloud, currently in the closed test phase.

    Reply
  2. Tomi Engdahl says:

    Natalie Gagliordi / ZDNet:
    Nvidia reports Q4 revenue of $3.11B, up 41% YoY, gaming revenue of $1.4B, data center revenue of $968M, and net income of $950M; stock up 6%+ after hours — Nvidia said it expects Q1 revenue of $3 billion, plus or minus two percent, above market estimates for $2.85 billion in revenue.

    Nvidia delivers strong Q4, lowers guidance on coronavirus concerns
    https://www.zdnet.com/article/nvidia-delivers-strong-q4-lowers-guidance-on-coronavirus-concerns/

    Reply
  3. Tomi Engdahl says:

    Five Chip Companies Hold 53% of Global Wafer Capacity
    https://www.eetimes.com/five-chip-companies-hold-53-of-global-wafer-capacity/

    Only five semiconductor companies hold 53 percent of total global wafer capacity, according to research firm IC Insights. In 2019, each company had capacity of more than 1,000,000 wafer starts per month.

    As of December 2019, Samsung had the most installed wafer capacity with 2.9 million 200mm-equivalent wafers per month.
    Second in line was TSMC, the largest pure-play foundry in the world, with about 2.5 million wafers per month capacity, or 12.8 percent of total worldwide capacity.
    Micron had the third largest amount of capacity at the end of 2019 with a little more than 1.8 million wafers, or 9.4 percent of worldwide capacity.
    The fourth largest capacity holder at the end of 2019 was SK Hynix with a monthly wafer capacity of nearly 1.8 million wafers (8.9 percent of total worldwide capacity). More than 80 percent of it was used to make DRAM and NAND flash chips.
    Rounding out the top 5 companies was memory IC supplier Kioxia (formerly Toshiba Memory) with 1.4 million wafers/month (7.2 percent of total worldwide capacity), including a substantial amount of NAND flash memory capacity for its fab investment and technology development partner Western Digital.

    In contrast, the top five capacity leaders in 2009 held 36 percent of worldwide capacity. Capacity at other semiconductor leaders, including Intel (817K wafers/month), UMC (753K wafers/month), GlobalFoundries, Texas Instruments, and STMicro, fell off rapidly from the top five.

    Reply
  4. Tomi Engdahl says:

    South Korea’s government explores move from Windows to Linux desktop
    https://www.zdnet.com/article/south-koreas-government-explores-move-from-windows-to-linux-desktop/

    In what may prove to be the biggest migration from Windows to the Linux desktop, the South Korean government is looking into shifting from Windows 7 to a trio of Linux desktops.

    Reply
  5. Tomi Engdahl says:

    First, DigitalOcean cut many jobs due to money or some issues, and now Google cuts jobs at the cloud-computing group. Google is cash-rich. What is going on? Are MS and Amazon only making monies from cloud computing? Is the tech bubble going to burst? https://www.wsj.com/articles/google-cuts-jobs-at-cloud-computing-group-11581719153

    Reply
  6. Tomi Engdahl says:

    Microsoft sneaks working Surface Duo demo into failed event recording
    https://www.theverge.com/2020/2/13/21135958/microsoft-surface-duo-demo-microsoft-365-dev-days-event-recording-filming-demo-fail

    The new demo gives us a first glimpse of Android apps on Surface Duo

    Reply
  7. Tomi Engdahl says:

    Esittelyssä Solitan data-tekeminen: tiimissä yli 200 dataan erikoistunutta konsulttia
    https://www.solita.fi/blogit/esittelyssa-solitan-data-tekeminen/

    Reply
  8. Tomi Engdahl says:

    Install Linux over or alongside an existing Windows install, straight from Windows, without requiring to boot from external media like a flash drive or making BIOS configuration changes.
    https://github.com/mikeslattery/tunic

    Reply
  9. Tomi Engdahl says:

    Google Cuts Jobs at Cloud-Computing Group
    Reorganization is aimed at improving operations at the business
    https://www.wsj.com/articles/google-cuts-jobs-at-cloud-computing-group-11581719153

    Reply
  10. Tomi Engdahl says:

    Next-Gen HAMR Platters Promise 80TB Hard Drives
    We’re about to get 20 terabyte hard drives, but the path looks clear to scale up to 80TB
    https://www.pcmag.com/news/next-gen-hamr-platters-promise-80tb-hard-drives

    Reply
  11. Tomi Engdahl says:

    Cloud spending said to top $30B in Q4 as Amazon, Microsoft battle for market share
    Ron Miller
    @ron_miller / 1:00 am EET • February 19, 2020

    https://techcrunch.com/2020/02/18/cloud-spending-said-to-top-30b-in-q4-as-amazon-microsoft-battle-for-market-share/?tpcc=ECFB2020

    Reply
  12. Tomi Engdahl says:

    GitHub Launches Command-Line Interface Tool for Pull Requests and Issues in Open Beta: GitHub CLI
    https://www.hackster.io/news/github-launches-command-line-interface-tool-for-pull-requests-and-issues-in-open-beta-github-cli-6fa14c1bff13

    Launching with initial support for issue and pull request functionality, gh is designed to bring the features of GitHub outside the browser.

    Reply
  13. Tomi Engdahl says:

    FTC Refunds Victims of Office Depot Tech Support Scam
    https://www.bleepingcomputer.com/news/security/ftc-refunds-victims-of-office-depot-tech-support-scam/

    Between 2009 and November 2016, Office Depot and Office Max employees utilized a diagnostic program called ‘PC Health Check’ that would in many cases report a person’s computer had malware even if it was not infected.

    Whistleblowers told KIRO7 reporters that the employees were pressured into utilizing PC Health Check even though it was known to not be accurate to convince people to purchase repair services ranging from $180 to $300.

    Reply
  14. Tomi Engdahl says:

    2020 IC Outlook: Uncertainty
    How will the coronavirus impact the IC market?
    https://semiengineering.com/2020-ic-outlook-growth-uncertainty/

    After a downturn in 2019, the semiconductor and equipment industries looked promising at the start of 2020.

    In 2019, the downturn was primarily due to the memory markets, namely DRAM and NAND. Both DRAM and NAND saw lackluster demand and falling prices last year. At the start of 2020, though, the memory markets were beginning to recover.

    Unlike memory, the logic and foundry markets were somewhat stronger in the latter part of 2019. Robust demand for foundry and logic spilled over into 2020.

    Demand for analog, power semis and RF were lackluster in 2019. Many of those vendors were looking for renewed growth in 2020.

    Then, not long ago, the coronavirus in China hit the market. The pandemic has expanded and spread, causing some turbulence in the supply chain. Companies have lowered their forecasts.

    Reply
  15. Tomi Engdahl says:

    WHOA. Arm partners have now shipped more than 160 billion Arm-based chips, with an average of more than 22 billion over the past three years.

    https://www.arm.com/company/news/2020/02/record-shipments-of-arm-based-chips-in-previous-quarter

    Reply

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