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NVIDIA to Ars: we're not leaving the chipset market
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NVIDIA's been taking a hammering from the rumor mill of late, but a recent story at DigiTimes appears to have been over the top. Contrary to what has been reported, NVIDIA confirmed to Ars that it has no intention whatsoever of leaving the chipset market in the foreseeable future, and that the company remains strong in both AMD and Intel markets. ( {/ }8 v) |- g; W3 b# y
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Earlier today, DigiTimes made waves with a story claiming that motherboard manufacturers were less-than-interested in future NV-based chipsets, that the company had lost some high-profile design wins, and that the entire chipset team was going to be shifted into the graphics department. The original story cited a single, unnamed Taiwanese motherboard manufacturer as evidence for this information, and no other motherboard company has stepped out to confirm (or in fairness, deny) the original allegations.
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In my own opinion, the DigiTimes story doesn't ring very true. If NVIDIA was actually planning to restructure itself in the manner described by DigiTimes, it would have to file the appropriate financial documents. The company's chipset division is a non-trivial source of both revenue and expenditures, and NVIDIA couldn't simply wave it good-bye and pretend it didn't exist at the next shareholder's meeting. DigiTimes' story corresponds with other rumors that motherboard manufacturers—specifically Foxconn, DFI, and Gigabyte—are canceling their 790i-based products.
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We reached out to all three companies with requests for information, but haven't heard back yet—I'll update you here if/when we do. One thing I'd like to note, however, is that motherboard manufacturers can and do change roadmaps all the time. Once upon a time, Gigabyte planned an HTPC-style, DTX-compatible motherboard for AMD processors, codenamed Churchill. Prototypes were obviously built, the board was demo'd several times at major industry events, and then....nothing. No one ran around arguing that Gigabyte's decision to drop its DTX product meant AMD was doomed (though the DTX standard hasn't exactly been adopted), and both Gigabyte and AMD went on about their business.
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; k5 `9 s: a7 N1 P/ @Companies large and small are jittery about a recession, and smaller companies like DFI or Foxconn may not have wanted to risk building high-end boards at the $329—$449 price point current 790i SLI Ultra boards are selling at, particularly with the X48 shipping and the X58 not so far away. Even if several manufacturers have backed off 790i products for whatever reason, it doesn't automatically follow that there's a problem with the 790i chipset. NVIDIA will have a new round of chipsets out for post-Bloomfield Nehalem processors—a fact the company stressed when Ars spoke to them today, and one that undercuts the idea that NVIDIA plans to leave the chipset market.
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Sweeping accusations make for good headlines, and NVIDIA's Dell/HP recall problem makes them a tempting target at the moment. After talking with the company, however, I personally remain unwilling to jump on the grand, green conspiracy bandwagon. |
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