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Bert22306
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re: Clouds shift in Taiwan’s favor, says Quanta exec
Bert22306   2/18/2013 7:01:37 AM
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Yes indeed, good for Quanta, bad for Dell and HP, eh? None of this is surprising though, right? Now, how about Foxconn/Apple? I that the next article we'll be reading along these lines?

escher
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re: Clouds shift in Taiwan’s favor, says Quanta exec
escher   2/18/2013 1:20:52 AM
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HP and Dell have created their own Frankenstein monster, which now has the advantage of knowing more about making their products than the OEMs do (ref: Ricks comment about HP systems experts retiring with no one to take their place).

przemek0
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re: Clouds shift in Taiwan’s favor, says Quanta exec
przemek0   2/15/2013 10:18:48 PM
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Funny because there was a recent article on Japanese DRAM industry, failing because they insisted on high-overhead manufacturing and testing for quality, and being undercut by competition which adopted shortcuts. I guess the chicken are coming home to roost.

rick merritt
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re: Clouds shift in Taiwan’s favor, says Quanta exec
rick merritt   2/15/2013 9:41:55 PM
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Whats the problem with the DIMM failures as far as you have heard?

FuturePlus
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re: Clouds shift in Taiwan’s favor, says Quanta exec
FuturePlus   2/15/2013 8:57:09 PM
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All's I know is that memory DIMM failures for these big cloud servers is the #2 failure in the data center. Not only do they need simplier IC's but more reliable memory subsystems.

rick merritt
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re: Clouds shift in Taiwan’s favor, says Quanta exec
rick merritt   2/15/2013 4:19:16 PM
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Indeed contacts at HP bewail the fact the few systems engineering experts they have in servers are approaching retirement age.

marcopol
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re: Clouds shift in Taiwan’s favor, says Quanta exec
marcopol   2/15/2013 12:43:33 PM
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To me this seems to be a general drawback of outsourcing the manufacturing and the know-how to an ODM. In long term, you rise a competitor.

rick merritt
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re: Clouds shift in Taiwan’s favor, says Quanta exec
rick merritt   2/14/2013 4:09:28 PM
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How do you see the server business shifting in the cloud era?



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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