Tuesday, April 25, 2023

Alphawave Semi demos 112G SERDES on TSMC 3nm

Alphawave Semi demonstrated its first connectivity silicon platform on TSMC’s most advanced 3nm process with its ZeusCORE Extra-Long-Reach (XLR) 1-112Gbps NRZ/PAM4 serialiser-deserialiser (SerDes) IP.

Alphawave Semi’s silicon platform with 112G Ethernet and PCIe 6.0 IP on TSMC 3nm process will be unveiled at the TSMC North America Symposium in Santa Clara, CA on April 26, 2023.

The company says its ZeusCORE XLR Multi-Standard-Serdes (MSS) IP on the 3nm process will pave the way for the development of future high performance AI systems. It is a highly configurable IP that supports all leading edge NRZ and PAM4 data center standards from 1112 Gbps, supporting diverse protocols such as PCIe Gen1 to Gen6 and 1G/10G/25G/50G/100 Gbps Ethernet.

This flexible and customizable connectivity IP solution together with Alphawave Semi's chiplet-enabled custom silicon platform which includes IO, memory and compute chiplets, allows end-users to produce high performance silicon specifically tailored to their applications. Customers can benefit from Alphawave Semi’s application optimized IP-subsystems and advanced 2.5D/3D packaging expertise to integrate advanced interfaces such Compute Express Link (CXL™), Universal Chiplet Interconnect Express™ (UCIe™), High Bandwidth Memory (HBMx), and Low-Power Double Data Rate DRAM (LP/DDRx/) onto custom chips and chiplets.

“We are thrilled to be one of the first companies to successfully demonstrate our highest performance silicon platform with our XLR 112G Ethernet and PCIE6.0 SerDes IP on TSMC’s most advanced 3nm technology,” said Tony Pialis, CEO and co-founder of Alphawave Semi. “This represents a significant step forward in our execution of Alphawave Semi’s strategy to be a vertically integrated semiconductor leader in high-speed connectivity. Thanks to our rapidly growing partnership with TSMC through the Open Innovation Platform® (OIP), we continue to deliver innovative, high-performance custom silicon and IP solutions to our customers in data center, compute, networking, AI, 5G, autonomous vehicles, and storage applications.”

“Alphawave Semi continues to see growing demand from our hyperscaler customers for purpose-built silicon with very high-speed connectivity interfaces, fueled by an exponential increase in processing of AI-generated data,” said Mohit Gupta, SVP and GM, Custom Silicon and IP, Alphawave Semi. “We're engaging our leading customers on chiplet-enabled 3nm custom silicon platforms which include IO, memory, and compute chiplets. Our Virtual Channel Aggregator (VCA) partnership with TSMC has provided invaluable support, and we look forward to accelerating our customers' high-performance designs on TSMC's 3nm process.”

Microsoft posts Cloud revenue of $28.5 billion, up 22%

Microsoft reported Q1 revenue of $52.9 billion, up 7% (up 10% in constant currency) and net income of $18.3 billion, up 9% (up 14% in constant currency).

“The world’s most advanced AI models are coming together with the world’s most universal user interface – natural language – to create a new era of computing,” said Satya Nadella, chairman and chief executive officer of Microsoft. 

“Across the Microsoft Cloud, we are the platform of choice to help customers get the most value out of their digital spend and innovate for this next generation of AI.”

“Focused execution by our sales teams and partners in this dynamic environment resulted in Microsoft Cloud revenue of $28.5 billion, up 22% (up 25% in constant currency) year-over-year,” said Amy Hood, executive vice president and chief financial officer of Microsoft.

Revenue in Productivity and Business Processes was $17.5 billion and increased 11% (up 15% in constant currency), with the following business highlights:

  • Office Commercial products and cloud services revenue increased 13% (up 17% in constant currency) driven by Office 365 Commercial revenue growth of 14% (up 18% in constant currency)
  • Office Consumer products and cloud services revenue increased 1% (up 4% in constant currency) and Microsoft 365 Consumer subscribers grew to 65.4 million
  • LinkedIn revenue increased 8% (up 10% in constant currency)
  • Dynamics products and cloud services revenue increased 17% (up 21% in constant currency) driven by Dynamics 365 revenue growth of 25% (up 29% in constant currency)

Revenue in Intelligent Cloud was $22.1 billion and increased 16% (up 19% in constant currency), with the following business highlights:

  • Server products and cloud services revenue increased 17% (up 21% in constant currency) driven by Azure and other cloud services revenue growth of 27% (up 31% in constant currency)

Revenue in More Personal Computing was $13.3 billion and decreased 9% (down 7% in constant currency), with the following business highlights:

  • Windows OEM revenue decreased 28%
  • Devices revenue decreased 30% (down 26% in constant currency)
  • Windows Commercial products and cloud services revenue increased 14% (up 18% in constant currency)
  • Xbox content and services revenue increased 3% (up 5% in constant currency)

Search and news advertising revenue excluding traffic acquisition costs increased 10% (up 13% in constant currency)


Google extends estimated life of network equipment to 6 years

Alphabet reported Google Cloud revenue o $7.454 billion for Q1, up from $5.821 billion. Google Cloud delivered operating income of $191 million for Q1, up from a loss of $706 million for the same period a year earlier.

Alphabet also noted that it has completed an assessment of the useful lives of its servers and network equipment. The estimated useful life of servers has been extended from four years to six years and the estimated useful life of certain network equipment from five years to six years. This change in accounting estimate was effective beginning in fiscal year 2023 and the effect for the three months ended March 31, 2023 was a reduction in depreciation expense of $988 million and an increase in net income of $770 million, or $0.06 per basic and $0.06 per diluted share.


Juniper's Q1 revenue hits $1.372 billion, up 17% yoy, raises guidance

Juniper Networks reported quarterly net revenues og $1,371.8 million, an increase of 17% year-over-year and a decrease of 5% sequentially. Non-GAAP net income was $156.6 million, an increase of 54% year-over-year, and a decrease of 27% sequentially, resulting in non-GAAP diluted net income per share of $0.48.

GAAP operating margin was 8.4%, an increase from 5.0% in the first quarter of 2022, and a decrease from 14.0% in the fourth quarter of 2022.

“We experienced strong revenue results during the March quarter, delivering year-over-year growth across all customer solutions and all geographies,” said Juniper’s CEO, Rami Rahim. “Despite market uncertainties, I remain confident in our strategy and our ability to deliver another year of healthy revenue growth based on the momentum we are seeing with our customers, the continued strength of our backlog, and the improvements we are seeing with respect to supply.”

“We delivered better than expected profitability during the March quarter, as non-GAAP gross and operating margin both came in well above the mid-point of our guidance, which enabled us to exceed the high-end of our non-GAAP EPS outlook,” said Juniper’s CFO, Ken Miller. “We remain focused on delivering improved profitability and expect to expand operating margin by greater than 100 basis points in 2023.”

Some highlights:

* Enterprises business grew 30% year-over-year

* Enterprise accounted for more than 40% over revenue

* Revenue from the products driven by Mist AI grew by nearly 60% yoy 

* Total orders softened during the March quarter, declining more than 30% year-over-year

* Juniper is raising its full year revenue outlook and now expects to deliver 9% growth for the year


Vantage Data Centers plans 2nd campus in London

Vantage Data Centers is building a second data center campus (LHR2) in London supported by an investment of £250 million. 

LHR2 will consist of a single data center that will deliver 20MW of IT capacity across 194,000 square feet (18,000 square meters). Located in Park Royal, London’s largest industrial area, the site is less than 30 minutes from the London Heathrow airport and nearby hotels in the city center, offering critical accessibility for customers. LHR2 will open its doors to customers in early 2025.

The news comes just three months after the company announced its initial entrance into the market with a £500 million 48MW campus (LHR1).

“Expanding our presence in London, the largest of the FLAP data center markets and one of the largest global markets, enables Vantage to meet unprecedented demand for critical IT capacity and helps strengthen the region’s digital infrastructure,” said Antoine Boniface, president, EMEA for Vantage Data Centers. “Vantage’s unique ability to rapidly scale to this magnitude continues to set the company apart from the rest of the industry.

“To support our ongoing developments, operations and business across EMEA, Vantage is also increasing our regional team by nearly 55% this year. Adding new team members positions us to best serve our current and future customers to enable their growth and ongoing success.”


Video: Dust Photonics overview and demo

Dust Photonics is a silicon photonics company that has developed a product called Carmel. Carmel is a silicon photonics chip that is used for 400 gig and 800 gig applications.

It includes DustPhotonics’ special IP for attaching the laser onto a silicon photonics PIC which provides very low loss and very good performance. The Carmel chip is a cost-effective transmitter that converts electrical signals to optical signals using DustPhotonics’ Low Loss Laser Coupling (L3C technology).

DustPhotonics presented their evaluation board at ECOC 2022 in Switzerland. The system enables very good performance and also the lowest power that you can get in a transceiver. They demonstrated operation across different temperatures from room temperature to high temperature. 

DustPhotonics has made a shift last year from being a transceiver company to being a silicon photonics component company. They are selling their products to transceiver companies and have a roadmap for next generation applications as well.


AtlasEdge secures €725 million for European edge data centers

AtlasEdge secured a scalable €725 million facility for its European data center expansion plans.

The funding was underwritten by mandated lead arranger ING Bank, as well as ABN Amro, Crédit Agricole CIB, The Bank of Nova Scotia, National Westminster Bank Plc, Banco Santander and UniCredit Bank AG.

The financing also includes sustainability-linked targets focussed on efficiency and renewable energy usage. This aligns AtlasEdge’s mission to build a truly sustainable digital society with the shared importance of sustainable investment by the lending group.

“We are delighted to have partnered with a group of top-tier financial institutions whose ambition matches our own and are willing to continue to support us in the future”, commented Ron Huisman, CFO, AtlasEdge. “This is a bespoke and highly sought-after facility with in-built flexibility that allows us to move rapidly to realise new growth opportunities."