Here is collection of some predictions for year 2023. This is a collection of links to prediction articles followed by a short quote or quotes of what I see the main points in them.
Ennuste vuodelle 2023: Ongelmat helpottavat
“After a couple of exceptional years, the electronics market, challenged by the pandemic and pent-up demand, has signs of a calmer ride on the horizon. Mouser’s Mark Burr-Lonnon predicts slower, but more predictable growth”
“According to World Semiconductor Trade Statistics, the global semiconductor market will grow by 13.9 percent in 2022 and continue to grow by 4.6 percent in 2023. While these statistics show that global demand for semiconductors is slowing, they still show steady growth in all key regions of the world as the electronics industry begins to settle into a more manageable state of equilibrium.”
AMD, Intel, and Nvidia Reportedly Slash Orders with TSMC
“Large customers revise orders to TSMC due to the economy slowdown.”
“According to the report, virtually all TSMC clients will experience a downturn and have to cut orders, so TSMC’s utilization will decline significantly in Q1 2023. For example, the utilization rate of TSMC’s N7-capable lines (7nm, 6nm-class technologies) will decline to around 50% in early 2023. Furthermore, even TSMC’s N5/N4-capable lines will be underutilized”
Tech That Will Change Your Life in 2023
“Big layoffs at Meta, Amazon, Snap and others? A global crypto fraud set in the Bahamas? Elon Musk buying and running Twitter? Look, not even Nostradamus could have seen all that coming.”
“The Metaverse, Now More Than Just Meta. For the last two years, we’ve said this is the year for virtual and augmented reality. But in 2023 we’re confident: headsets that give you a choice of VR (where you’re in a virtual world) and AR (where the virtual is overlaid in your real world) are coming. And they won’t just be from Meta, current holder of 90% of the VR market, according to research firm IDC.”
“Tech companies and their investors are grappling with the industry’s biggest downturn since at least 2008. The result is layoffs and hiring freezes at companies large and small. The PC and chip industries in particular have been clobbered by the biggest drop in sales in more than two decades. And while many survivors of past tech downturns preach that cuts should be deep, fast and early, it appears that the pain for tech workers will continue into 2023.”
“Account moochers, beware: The Netflix password crackdown is coming in early 2023. Netflix is the first streamer with an enforcement policy.”
“China and the U.S. are so interdependent—for manufacturing of smartphones and other electronics, for EV batteries and solar panels, for raw materials and intellectual property—it seems impossible they could go their separate ways with their own parallel supply chains and production bases. Yet it’s happening.”
“Artificial Intelligence Finds Real Use”
“Smart Home Gets Easier-ish”
“European Union legislation is changing Apple’s smartphones.”
Digipelaaminen ja e-pelimediat entistä suositumpia – kännykkäpelaaminen ei kasva enää
“Digital gaming and the consumption of game-related media content is increasingly popular, according to the Gamer Barometer 2022 study conducted at the University of Tampere. An increasing proportion of Finns play digital games at least occasionally, but the number of active mobile players is no longer growing at the previous pace.
Active mobile gaming has for the first time in the history of Gamer Barometers turned into a slight decrease, but still 59 percent of Finns still occasionally play mobile games.”
Xiaomin uusin sisältää tekniikkaa, jota ei ole vielä edes standardoitu
“Wi-Fi 7 support is of course interesting, when the IEEE standard is apparently not being completed until around 2024. Next year, however, a number of Wi-Fi 7-compatible smartphones will be introduced to the market. Xiaomi’s 13 Pro will probably be the first of them. Its arrival in Finland and prices will be revealed later.”
The tech IPO market collapsed in 2022, and next year doesn’t look much better
3 views: Predicting 2023’s key startup themes
“Anna Heim: The rise of API-first startups will continue in 2023
I am convinced that API-first will be a major trend in 2023, with this approach being both more widespread than it was previously, as well as more successful than less API-heavy options.
That APIs are on the rise isn’t exactly new — but API-first startups are a subgroup in this world, and one that is enjoying tailwinds.”
“The software company Tiobe measures the popularity of programming languages with its famous index, which measures search engine searches. Changes on the list happen slowly, but in December something happened right at the top of the list. C++ became the third most popular language over Java.”
“It’s not a trivial change, as C++ overtook Java for the first time in history. The top of the list is unchanged. Python and C are clearly in a class of their own.”
Sanna Marin: EU:n pitää katkaista teknologinen riippuvuus Kiinasta
“In an interview with Slush CEO Eerika Savolainen, Marin demanded that Europe break its technological dependence on China.
- We cannot depend on China. Economic relations should not be severed, but we cannot be in a position where an authoritarian country operating with a different logic is able to blackmail us, Marin said.
- I am afraid that we will make the same mistake with technology and digitality as with energy. We thought that a close economic relationship would prevent war, but we were wrong.”
Kyberturvan ammattilaisista on huutava pula
“There is an acute shortage of cyber security professionals. There is an estimated global shortage of three million professionals.”
Innovators 2023
These are some of the innovators and leaders in the electronics technology space.
Ennuste vuodelle 2023: Ongelmat helpottavat
“the demand for smarter and more networked products and systems has also spread to business-to-business sectors, where digitization and the emergence of the fourth industrial revolution have begun to take over the sector. For example, in manufacturing, the Industrial Internet of Things (IIoT), characterized by interconnected sensors, communication/data transfer, and advanced data analytics, has transformed the efficiency of production processes in the factory. The IIoT depends on highly advanced integrated circuits that provide intelligence for sensing, measurement and monitoring, power management, control and communication.”
1,139 Comments
Tomi Engdahl says:
Sean Hollister / The Verge:
Valve releases its Steam update announced in April 2023, offering a big UI makeover, unifying its Desktop, Big Picture Mode, and Steam Deck codebases, and more — While much of that has been available in beta, today’s the day it goes wide with a full stable release. So if your Steam is looking rather different, that’s why!
It’s not just you: Steam suddenly looks nice
https://www.theverge.com/2023/6/14/23761522/steam-ui-overhaul-makeover-interface-notes-notifications
Tomi Engdahl says:
https://etn.fi/index.php/13-news/15093-taskukokoinen-iot-satelliitti-on-maailman-pienin
Tomi Engdahl says:
Jon Porter / The Verge:
Epic releases MetaHuman Animator, which lets Unreal Engine users capture a facial performance with an iPhone and apply the animation to a character in “minutes”
Epic’s latest tool can animate hyperrealistic MetaHumans with an iPhone
/ MetaHuman Animator lets Unreal Engine users quickly capture a performance and apply the resulting animation to a MetaHuman character. Epic claims the process can be completed in ‘minutes.’
https://www.theverge.com/2023/6/15/23761852/epic-games-metahuman-animator-performance-capture-iphone
Tomi Engdahl says:
Christina Warren / Inverse:
A look at Apple’s Game Porting Toolkit, based on a 20K-lines-of-code patch to Wine, easing ports to Apple silicon, and possible paths Apple may take with gaming
Apple’s Secret Weapon to Getting PC Games on Mac
https://www.inverse.com/tech/mac-directx-12-game-porting-toolkit-pc-games
It’s the best thing to happen to Mac gaming in 30 years.
Tomi Engdahl says:
Bloomberg:
A look at Nvidia CEO Jensen Huang’s bet, made over a decade ago, to build AI chips; data center operators jointly spent $15B on bulk orders from Nvidia in 2022
How Nvidia Became ChatGPT’s Brain and Joined the $1 Trillion Club
https://www.bloomberg.com/news/features/2023-06-15/nvidia-s-ai-chips-power-chatgpt-and-multibillion-dollar-surge#xj4y7vzkg
CEO Jensen Huang’s big bet on AI went from hand-delivering processors to Elon Musk and Sam Altman in 2016 to joining today’s alpha pack of Silicon Valley.
By
Austin Carr and
Ian King
15 June 2023 at 12.00 EEST
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The first time Jensen Huang tried ChatGPT, he asked it to write a poem about his company. Huang, who’d made a bet more than a decade ago that Nvidia Corp.’s computer chips could serve as the brains for artificial intelligence, was pleased with the result: “NVIDIA rises to the challenge. / With their powerful GPUs and AI, / They push the boundaries of technology’s edge.” The robo-poem was evidence, by his literary standards anyway, that the wager was finally paying off.
Tomi Engdahl says:
Wes Davis / The Verge:
Google makes third-party “smart chips” in Docs available to all Workspace and personal Google accounts, letting users pull and view data from third-party apps
Google’s ‘smart chips’ now let you view third party app data inside Google Docs
https://www.theverge.com/2023/6/17/23764670/google-smart-chips-third-party-integration
/ Third-party integrations from Atlassian, Figma, and others gives collaborators an easy way to check the status of work from multiple sources.
Tomi Engdahl says:
https://etn.fi/index.php/13-news/15099-piitae-ei-pian-tarvita-aurinkokennoissa
Perovskiitit ovat puolijohtavien materiaalien luokka, jolla on kiehtovia elektronisia ja optoelektronisia ominaisuuksia. Nyt kiinalaisen Nanjingin yliopiston tutkijat ovat kehittäneet kahdesta perovskiittikennosta rakennetun aurinkokennon, jonka hyötysuhde on lähes 30 prosenttia.
Pelkästään piihin perustuvissa kennoissa hyötysuhde on nykyisissä kaupallisissa kennoissa vain hieman yli 20 prosenttia. Lukemaa voidaan parantaa pinoamalla päällekkäin kaksi tai useampia kerroksia, jotka sieppaavat kukin eri aallonpituuksia. Tutkijat ovat kehittäneet tällaisia tandem-kennoja, joissa toinen kerros on piistä ja toinen perovskiitista.
Aiemmin ei kuitenkaan ole nähty pelkästään perovskiitista valmistettuja kaksikerroskennoja, joissa ei olisi kärsitty liian alhaisesta jännitteestä.
Tomi Engdahl says:
Intel spends $33 billion in Germany in landmark expansion https://www.reuters.com/technology/berlin-sign-agreement-with-intel-after-chip-plant-talks-2023-06-19/
Intel will spend more than 30 billion euros ($33 billion) to develop two chip-making plants in Magdeburg as part of its expansion push in Europe, a deal Chancellor Olaf Scholz hailed on Monday as Germany’s biggest ever foreign investment.
Berlin has agreed subsidies worth nearly 10 billion euros with the U.S.
chipmaker, a person familiar with the matter said, more than the 6.8 billion euros it had initially offered Intel to build two leading-edge facilities in the eastern city.
Tomi Engdahl says:
https://arstechnica.com/gaming/2023/06/submarine-missing-near-titanic-used-a-30-logitech-gamepad-for-steering/?fbclid=IwAR3pkL2q-gubx7VHVlHPAg2cQ02GLloumffv8b6lRjd1ifWUEP3K_u_uUpE
Tomi Engdahl says:
Suosittu näyttöteknologia on tulossa tiensä päähän – alan jättiläinen laittoi kehitystyön säästöliekille
20.6.202314:21|päivitetty20.6.202314:21
Vuosia näyttöalalla vallinnut voimatasapaino voi olla kääntymässä päälaelleen.
https://www.mikrobitti.fi/uutiset/suosittu-nayttoteknologia-on-tulossa-tiensa-paahan-alan-jattilainen-laittoi-kehitystyon-saastoliekille/2709c967-02cf-46a5-944a-db9081ec3b9c
Lcd-näyttötekniikan tutkimus- ja kehitystyö on päättymässä. Näkemys on peräisin Samsungille ja LG:lle nestekidenäyttöjä toimittavan Merck KGaA -yhtiön kanssa keskustelleelta alan asiantuntijalta Bob Raikesilta.
Tom’s Guide kirjoittaa, että kehittäminen keskittyy jatkossa microled- ja oled-näyttöihin sekä taustavaloa hyödyntävään mini-led-teknologiaan.
Tämä ei kuitenkaan merkitse välitöntä loppua lcd:lle, sillä edullisimmille näytöille on edelleen runsaasti kysyntää. Lcd-näyttöjä tullaan luultavimmin valmistamaan vielä vuosia ja niiden hinta saattaa jopa laskea. Toisaalta suuria parannuksia tai päivityksiä nykyisen kaltaisiin lcd-näyttöihin on luultavasti turha odottaa.
It’s official — LCD TVs won’t see any further development
https://www.tomsguide.com/news/its-official-lcd-tvs-wont-see-any-further-development
OLED and MicroLED are the future
Tomi Engdahl says:
The LCD Monster Has Stopped Evolving
https://displaydaily.com/the-lcd-monster-has-stopped-evolving/
After this article was published Merck’s Display Division contacted us and suggested that while we had heard the comments about LC development being stopped, this reflected just one of the company’s R&D facilities and not the overall company policy. The company said that it continues to invest in LC development for its clients. Our further comments on this topic are in a follow-up article, LCD TVs “WILL“ Continue to Improve.
Tomi Engdahl says:
Some things you can do if you’re sick of social media https://www.theverge.com/23762545/social-media-alternatives-outside-touch-grass
Lomakausi lähestyy ja the Verge listasi asioita, joita voi tehdä kun lähtee pois elektroniikan äärestä. Rentouttavaa kesää uutiskirjeen lukijoille!
Tomi Engdahl says:
https://www.electronicdesign.com/markets/robotics/video/21267549/electronic-design-drone-in-a-box?utm_source=EG+ED+Connected+Solutions&utm_medium=email&utm_campaign=CPS230615034&o_eid=7211D2691390C9R&rdx.identpull=omeda|7211D2691390C9R&oly_enc_id=7211D2691390C9R
Tomi Engdahl says:
Tom Warren / The Verge:
Microsoft increases Xbox Series X prices in most markets and, for the first time, the Xbox Game Pass; Xbox Series X pricing remains the same in the US — Microsoft is increasing its Xbox Series X prices in most countries in August apart from the US, Japan, Chile, Brazil, and Colombia.
Microsoft is hiking the price of Xbox Series X and Xbox Game Pass
https://www.theverge.com/2023/6/21/23768400/microsoft-xbox-series-x-xbox-game-pass-price-increase
/ Xbox Series X pricing will remain the same in the US and match PS5 pricing in most other markets. Xbox Game Pass prices are going up in most markets.
Tomi Engdahl says:
9to5Google:
A code repository suggests Google is working on a separate “Chromebook X” brand for premium devices; a source says with first models expected by the end of 2023 — When does a Chromebook become more than “just a Chromebook?” That’s the question that Google has set out to answer …
This is ‘Chromebook X’: Google’s new standard for ChromeOS
https://9to5google.com/2023/06/20/chromebook-x/
Tomi Engdahl says:
Paul Sawers / TechCrunch:
Sequoia debuts Atlas, an interactive tool that uses various qualitative and quantitative data collection methods to map the European technical talent landscape — There is an estimated 3 million software engineers in Europe, depending on what report you want to believe …
Sequoia debuts Atlas, an interactive guide to the European tech talent landscape
Know your talent volume from your density spikes
https://techcrunch.com/2023/06/21/sequoia-debuts-atlas-an-interactive-guide-to-the-european-tech-talent-landscape/
Tomi Engdahl says:
Cheng Ting-Fang / Nikkei Asia:
ASML EVP Christophe Fouquet says the company believes decoupling the global chip supply chain isn’t possible, as the US, EU, and others push for self-reliance — Top equipment maker sources globally while keeping most production in Netherlands — Christophe Fouquet, ASML’s executive vice president and chief business officer.
ASML says decoupling chip supply chain is practically impossible
https://asia.nikkei.com/Business/Tech/Semiconductors/ASML-says-decoupling-chip-supply-chain-is-practically-impossible
Top equipment maker sources globally while keeping most production in Netherlands
Tomi Engdahl says:
Chavi Mehta / Reuters:
Intel restructures its manufacturing business to work like a separate unit and begin generating a margin, but offers no clear timeframe; INTC drops 5%+
Intel restructures manufacturing business
https://www.reuters.com/technology/chipmaker-intel-restructures-manufacturing-business-2023-06-21/
Tomi Engdahl says:
Grace Kay / Insider:
Blind: ~56% of US tech workers would accept equal or less pay in a new role, and ~45% of those say the uncertain job market is the main reason they would do so
Tech workers are willing to give up on high salaries and take a pay cut amid mass layoffs, survey shows
https://www.businessinsider.com/tech-workers-willing-pay-decrease-high-salaries-remote-layoffs-survey-2023-6?op=1&r=US&IR=T
The majority of tech workers in a Blind survey said they’d accept equal or lower pay.
Many of those surveyed attributed their willingness to accept lower pay to an uncertain job market.
Tech workers have been questioning for months whether its the end of the era of $500,000+ pay.
It might be the end of a very lucrative era in tech. Mass layoffs appear to have spooked many tech workers into being willing to accept lower salaries, according to a new study.
About 56% of tech workers in an official poll from the anonymous job posting site Blind said they would accept equal or less pay in a new role and some 45% of those respondents said they’d accept equal or lower pay due to a lackluster job market amid a series of layoffs across the tech industry.
While tech workers are struggling to find security in the job market, they’re also concerned about working in a healthy environment. Other top reasons for accepting equal or lower pay included concerns about company culture and work-life balance, as well as workers who preferred to stay remote as many companies continue to push for staff to return to the office, Blind reported.
“I’d rather make less money and be happier,” one Meta worker wrote in a response to the survey.
Tomi Engdahl says:
Tom Warren / The Verge:
FTC v. Microsoft: Phil Spencer says Xbox is not a “robust business” and fails to meet internal targets, and the Activision deal is a way to expand into mobile
Has Xbox really lost the console wars?
https://www.theverge.com/2023/6/24/23772314/ftc-microsoft-day-two-hearing-summary-xbox-console-wars-sony-playstation-call-of-duty
FTC v. Microsoft day two was all about console wars and whether Xbox is really in a distant third place.
Tomi Engdahl says:
Uusi EU-määräys: puhelimen akku pitää pystyä itse vaihtamaan
https://etn.fi/index.php/13-news/15118-uusi-eu-maeaeraeys-puhelimen-akku-pitaeae-pystyae-itse-vaihtamaan
Euroopan unioni hyväksyi vastikään uuden akkudirektiivin, jota ainakin älypuhelinten valmistajat ovat lukeneet suurennoslasin kanssa. Direktiivi nimittäin näyttää vaativan, että kuluttajan pitää pystyä helposti vaihtamaan laitteensa akku itse.
Kyseinen kohta uusissa määräyksissä kuuluu sanatarkasti näin: ”Designing portable batteries in appliances in such a way that consumers can themselves easily remove and replace them”. Tämä näyttäisi vaativan paluuta vanhaan aikaan, jolloin puhelimen akun pystyi itse vaihtamaan vain irrottamalla takakannen.
Nykypuhelimia ei ole suunniteltu tällaiseen akunvaihtoon. Usein kuoret ovat lasia ja ne on tiukasti liimattu laitteen kehykseen. Lisäksi kameramoduuli laitteen takana on usein kiinteä osa kuorta.
Määräyksissä on asetettu aiempaa tiukemmat keräystavoitteet: kannettavien paristojen osalta 45 prosenttia vuoteen 2023 mennessä, 63 prosenttia vuoteen 2027 mennessä ja 73 prosenttia vuoteen 2030 mennessä.
Jäteparistoista pitää lisäksi ottaa talteen 50 prosenttia litiumista vuoteen 2027 mennessä ja 80 prosenttia vuoteen 2031 mennessä. Koboltista, kuparista, lyijystä ja nikkelistä pitää kerätä talteen 90 prosenttia vuoteen 2027 mennessä ja 95 prosenttia vuoteen 2031 mennessä.
Tomi Engdahl says:
https://www.electronicdesign.com/technologies/power/article/21268296/onsemi-11-myths-about-silicon-carbide?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS230615023&o_eid=7211D2691390C9R&rdx.identpull=omeda|7211D2691390C9R&oly_enc_id=7211D2691390C9R
Tomi Engdahl says:
Allison Johnson / The Verge:
Google Pixel Fold review: landscape-first is great for videos and the outer display feels natural, but it’s heavy, pricey, and has limited multitasking features
Google Pixel Fold review: closing the gap
https://www.theverge.com/23773594/google-pixel-fold-review-screen-battery-hinge-camera
The Pixel Fold is a powerful device with an entertainment-friendly inner screen, but it feels like it’s at least one generation away from greatness.
Ron Amadeo / Ars Technica:
A Pixel Fold reviewer says the device’s flexible OLED screen died after four days of light use, starting at the bottom and moving upwards, likely due to debris — The closed display halves almost touch, and that can smash debris into the screen. — A flame that burns twice as bright burns half as long.
RIP to my Pixel Fold: Dead after four days
The closed display halves almost touch, and that can smash debris into the screen.
https://arstechnica.com/google/2023/06/rip-to-my-pixel-fold-dead-after-four-days/
Tomi Engdahl says:
Ben Schoon / 9to5Google:
Google plans to offer DIY repairs for the Pixel Fold via its iFixit partnership, including the battery and inner, folding display
Google Pixel Fold will be the first foldable with repair parts and guides through iFixit
https://9to5google.com/2023/06/27/pixel-fold-repair-spare-parts/
One of the biggest downsides of foldable smartphones right now is durability and, more so, repairability. Google is breaking new ground with the Pixel Fold, though, with repair parts that will be available through iFixit.
Since 2022, Google has worked with iFixit to offer official repair parts and guides for virtually all of the company’s Pixel releases. This allows easier DIY repairs for things such as the battery, screen, and charging port.
Speaking to 9to5Google, a Google spokesperson confirmed that this will continue for the Pixel Fold.
Tomi Engdahl says:
Robert D. McFadden / New York Times:
John B. Goodenough, who shared the 2019 Nobel Prize in Chemistry for his role in developing the lithium-ion battery used in mobile devices and EVs, dies at 100 — An unassuming professor who remained active into his 90s, he is credited with the breakthrough that gave rise to the batteries powering today’s electronic devices.
https://www.nytimes.com/2023/06/26/science/john-goodenough-dead.html
Tomi Engdahl says:
Lam Le / Rest of World:
In the first five months of 2023, ~45,000 people in Vietnam lost jobs in electronics manufacturing, after Samsung and others substantially slowed production
Vietnam’s tech manufacturing boom goes bust
https://restofworld.org/2023/vietnam-tech-downturn-job-loss/
A year ago, Samsung and suppliers for Apple and Google were crazy for Vietnam. Now demand for electronics has dropped, pushing some 45,000 people out of work.
Tomi Engdahl says:
Jack Schickler / CoinDesk:
The European Commission publishes its legislative plans to underpin a digital euro, including safeguards for privacy and financial stability
EU Publishes Digital Euro Bill Featuring Privacy Controls, Offline Guarantee
Officials want a digital payment system available to “everyone, everywhere, for free.”
https://www.coindesk.com/policy/2023/06/28/eu-publishes-digital-euro-bill-featuring-privacy-controls-offline-guarantee/
Tomi Engdahl says:
Foo Yun Chee / Reuters:
EU countries and lawmakers reach a provisional agreement on the Data Act, establishing rules on how Big Tech and other firms use EU consumer and corporate data — EU countries and EU lawmakers on Tuesday agreed on rules that govern how Big Tech and other companies use European consumer and corporate data …
EU countries, lawmakers reach data rule deal targeting Big Tech
https://www.reuters.com/world/europe/eu-countries-lawmakers-reach-deal-rules-governing-use-access-data-2023-06-27/
BRUSSELS, June 27 (Reuters) – EU countries and EU lawmakers on Tuesday agreed on rules that govern how Big Tech and other companies use European consumer and corporate data, with safeguards against non-EU governments gaining illegal access.
The European Commission proposed the Data Act last year to cover data generated in smart gadgets, machinery and consumer products, part of a raft of legislation aimed at curbing the power of U.S. tech giants.
Tomi Engdahl says:
Alex Heath / The Verge:
Meta plans to let people in the EU directly download apps through Facebook ads; a pilot is set to start with select Android app developers as soon as in 2023 — Meta is planning to let people in the EU directly download apps through Facebook ads, setting the company up to eventually compete with Google and Apple’s app stores.
Meta is planning to let people in the EU download apps through Facebook
/ Thanks to the EU’s Digital Markets Act, Meta sees an opening to compete with the app stores.
https://www.theverge.com/2023/6/29/23778928/meta-eu-facebook-plans-app-install-android-ads
Tomi Engdahl says:
Aaron Holmes / The Information:
Court docs: Satya Nadella said Azure’s cloud server business made $34B in revenue in the year ended June 2022; AWS generated $72B in revenue in the same period — For years Microsoft has kept a lid on details about the true size of its Azure cloud server rental business …
Microsoft’s Cloud Server Business in 2022 Was Less Than Half of AWS, New Document Reveals
https://www.theinformation.com/articles/microsofts-cloud-server-business-in-2022-was-less-than-half-of-aws-new-document-reveals
For years Microsoft has kept a lid on details about the true size of its Azure cloud server rental business, making it impossible for investors to know how Microsoft’s cloud operations unit stacked up against industry leader Amazon Web Services. But this week, thanks to antitrust regulators, the world got a peek under the lid.
Azure generated half the revenue of its primary rival, Amazon Web Services, in the 12 months ended June 2022, according to internal documents briefly posted by federal antitrust regulators on a court website this week. That means Azure’s share of the market was several percentage points smaller than some analyst firms had estimated. That could change investor perceptions of Microsoft’s success in cloud, suggesting it hasn’t done as well as widely believed.
Tomi Engdahl says:
Nikkei Asia:
Sources: TSMC and its suppliers plan to send several hundred more workers from Taiwan to Arizona to speed up building its US plant, which is behind schedule
https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-to-send-hundreds-more-workers-to-speed-U.S.-plant-construction
Tomi Engdahl says:
Exclusive: US, Dutch set to hit China’s chipmakers with one-two punch
https://www.reuters.com/technology/us-dutch-set-hit-chinas-chipmakers-with-one-two-punch-2023-06-29/
June 29 (Reuters) – The United States and the Netherlands are set to deliver a one-two punch to China’s chipmakers this summer by further restricting sales of chipmaking equipment, part of the countries’ ongoing effort to prevent their technology from being used to strengthen China’s military.
Tomi Engdahl says:
https://techcrunch.com/2023/06/29/niantic-lays-off-230-employees-cancels-nba-and-marvel-games/?tpcc=tcplusfacebook&fbclid=IwAR38_tIbXUwPyrQfu5XSXOjIRtQmtfrBTRkZ3ho7kddwN_r32K_zLRtwCbc&guccounter=1&guce_referrer=aHR0cHM6Ly9sbS5mYWNlYm9vay5jb20v&guce_referrer_sig=AQAAAL4uXvWzWMbeO4NUNzmcW5ZpzsZyZS1USVltNFakHUcaGrPIwrrcAhmJNoKEcbFnxdjK-b9xVHSa8MNbDmXmejJcQKKC-b4lAaPXzb5Bur7YHJsSGzjPXxWkVzikQTFwAntirjLIdnH3ZBceCkmwxaEtEW6GGUUgpv_Om_N8IPrA
Tomi Engdahl says:
Apple is reportedly working on a ton of new gadgets
Expect 15 new gadgets in the next year or so.
https://mashable.com/article/apple-new-gadgets-roadmap
Tomi Engdahl says:
Ohjelmistojen hinnat nousussa – suurimmat nousut lähes neljänneksen
27.6.202318:11
Ohjelmistoalan hintoja puskevat ylöspäin monet tekijät.
https://www.mikrobitti.fi/uutiset/ohjelmistojen-hinnat-nousussa-suurimmat-nousut-lahes-neljanneksen/ccf77928-29c1-437a-bfc3-d7bb12648bee
Tomi Engdahl says:
Windows 11′s AI Copilot Could Be a Game Changer but Still Has Issues
Microsoft clearly has a lot of work to do, but the possibilities do seem tantalizing.
https://www.extremetech.com/computing/windows-11s-ai-copilot-could-be-a-game-changer-but-still-has-issues
Tomi Engdahl says:
https://www.howtogeek.com/900990/microsoft-edge-will-have-a-special-version-built-for-work/
Tomi Engdahl says:
This thermal camera is so sensitive it can see you breathe
For precision work, you need precision tools, and this thermal camera gives you just that.
https://www.zdnet.com/home-and-office/this-thermal-camera-is-so-sensitive-it-can-see-you-breathe/
Tomi Engdahl says:
Microsoft wants to move Windows fully to the cloud / A new Microsoft internal presentation reveals the company’s long-term goal for Windows.
https://www.theverge.com/2023/6/27/23775117/microsoft-windows-11-cloud-consumer-strategy
Microsoft has been increasingly moving Windows to the cloud on the commercial side with Windows 365, but the software giant also wants to do the same for consumers. In an internal “state of the business” Microsoft presentation from June 2022, Microsoft discuses building on “Windows 365 to enable a full Windows operating system streamed from the cloud to any device.”
Windows 365 is a service that streams a full version of Windows to devices. So far, it’s been limited to just commercial customers, but Microsoft has been deeply integrating it into Windows 11 already. A future update will include Windows 365 Boot, which will enable Windows 11 devices to log directly in to a Cloud PC instance at boot instead of the local version of Windows. Windows 365 Switch is also built into Windows 11 to integrate Cloud PCs into the Task View (virtual desktops) feature.
Tomi Engdahl says:
https://www.tomshardware.com/news/building-your-own-pc-smart-move
Tomi Engdahl says:
G.Skill Shows Off Pyramid PC With Core i9-13900K at 7GHz, Memory at 10K MT/s
G.Skill takes the prize for the most over-the-top PC of Computex 2023.
https://www.extremetech.com/computing/gskill-shows-off-pyramid-pc-with-core-i9-13900k-at-7ghz-memory-at-10k-mts
Tomi Engdahl says:
https://mobiili.fi/2023/06/03/microsoft-lopettaa-windows-10n-ja-11n-cortanan-myohemmin-tana-vuonna/
Tomi Engdahl says:
https://www.servethehome.com/fanless-intel-n100-firewall-and-virtualization-appliance-review/
Tomi Engdahl says:
Mark Gurman / Bloomberg:
Sources: Apple is exploring hearing health and body-temperature features for AirPods, while planning cheaper models and a shift to a USB-C port for the case — Apple is working on a slew of changes for its popular AirPods earbuds, seeking to expand its wearables business.
https://www.bloomberg.com/news/newsletters/2023-07-02/apple-airpods-plans-hearing-test-body-temperature-cheaper-models-usb-c-ljlfwffu
Tomi Engdahl says:
New York Times:
Drone shows are increasingly replacing fireworks displays; research: the global drone light show market is projected to grow from $1.3B in 2021 to $2.2B in 2031 — The light displays are quieter, safer and better for the environment. — Like many in the fireworks industry, Stephen Vitale is in the family business.
https://www.nytimes.com/2023/07/01/business/dealbook/fourth-of-july-fireworks-drones.html
Tomi Engdahl says:
Kevin Purdy / Ars Technica:
Red Hat’s new source code policy doesn’t violate the GPL itself but makes it harder to verify the company’s GPL compliance, angering the open-source community
Red Hat’s new source code policy and the intense pushback, explained
A (reasonably) condensed version of two weeks’ worth of heated GPL argument.
https://arstechnica.com/information-technology/2023/06/red-hats-new-source-code-policy-and-the-intense-pushback-explained/
Tomi Engdahl says:
Christopher Mims / Wall Street Journal:
Generative AI can make experienced programmers more productive, potentially eliminating tasks done by junior developers as companies use the tech to save money
What Will AI Do to Your Job? Take a Look at What It’s Already Doing to Coders
Artificial-intelligence software is eating the software industry, as companies turn to generative AI tools to save money on programmers. It’s a sign of what’s to come for many white-collar workers
https://www.wsj.com/articles/ai-jobs-replace-tech-workers-8f3dc92?mod=djemalertNEWS
Want to know if artificial intelligence is going to eliminate millions of jobs? The first place to look is the industry that birthed the technology.
AI seems set to do to computer programming—and possibly other kinds of so-called knowledge work—what automation has done to other jobs, from the factory floor and the warehouse, to the checkout aisle and the call center. In those industries, the end result of widespread automation has been the elimination of countless roles—and their replacement with ones that require either relatively little skill and knowledge, or a great deal more, with workers at either end of this spectrum being rewarded accordingly.
In other words, software is eating the software industry.
Economists call this “skills-biased technological change.” It’s what happens when technology makes skilled workers more productive, while taking over the complex and difficult parts of more repetitive jobs, making workers who do them easier to train and more interchangeable.
Now, AI is automating knowledge work, and the implications for the half of the U.S. workforce who are employed in such jobs are profound. It’s true that these white-collar jobs have been evolving for decades as technology has improved, but the elimination of middle-skilled jobs seems set to accelerate as AI is institutionalized in the workplace. This new technology has the potential to reshuffle the deck of winners and losers in America’s increasingly economically polarized economy.
Coding was early to the generative AI boom that has captured the world’s attention since the release of OpenAI’s ChatGPT in November. While generative AI is typically thought of as a tool for creating text, images and even video that look as though humans created them, it’s also being used by programmers to generate code, and to automatically test it. Microsoft made GitHub Copilot—a programming tool that uses technology from OpenAI—widely available in June 2022, five months before OpenAI made public its ChatGPT bot.
Tomi Engdahl says:
China to impose export restrictions on industrial products and material containing gallium and germanium
China will impose export restrictions on industrial products and material containing gallium and germanium from August 1, 2023, said the Ministry of Commerce in a statement.
https://www.chinadaily.com.cn/a/202307/03/WS64a2a5f7a310bf8a75d6cf83.html
Tomi Engdahl says:
Gallium (Ga) and germanium (Ge) are technologically essential elements listed in the European Union’s list of critical raw materials (European Commission, 2020). Gallium is mostly used in gallium arsenide (GaAs) compound semiconductors, which have applications in mobile phones and optoelectrical devices, such as laser emitting diodes (LEDs), solar cells, and military and wireless systems (Moskalyk, 2003; Butcher and Brown, 2014; Filella and Rodríguez-Murillo, 2017; Sverdrup et al., 2017; USGS, 2022a; Zhang et al., 2022). Germanium is mostly used in electronics and solar applications (e.g., fiber-optic systems), infrared optics (with military uses such as thermal imaging devices), in polymerization catalysis, and medical and metallurgical applications (Moskalyk, 2004; Melcher and Buchholz, 2014; Filella and Rodríguez-Murillo, 2017; Sverdrup et al., 2017; USGS, 2022b; Zhang et al., 2022).
https://www.sciencedirect.com/science/article/abs/pii/S0959652622042494
Tomi Engdahl says:
Samsung Electronics Unveils Foundry Vision in the AI Era at Samsung Foundry Forum 2023
https://semiconductor.samsung.com/news-events/news/samsung-electronics-unveils-foundry-vision-in-the-ai-era-at-samsung-foundry-forum-2023/
As part of its business strategy to solidify its competitiveness as a leading foundry service, Samsung Foundry today announced the following:
• Expanded applications of its 2-nanometer (nm) process and specialty process
• Expanded production capacity at its Pyeongtaek fab Line 3
• Launched a new ‘Multi-Die Integration (MDI) Alliance’ for next-generation packaging technology
• Continued progress in foundry ecosystem with Samsung Advanced Foundry Ecosystem (SAFE™) partners