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Two Rambus patents invalidated after ITC wins

"Two patents that chip designer Rambus (RMBS.O) used to win patent lawsuits against Nvidia Corp (NVDA.O), Hewlett-Packard (HPQ.N) and others have been declared invalid by the U.S. Patent and Trademark Office, according to legal documents."

Nvidia believes 3D gaming makes a difference

"If you happen to live in a developed country and can afford a new 46+ inch TV, it’s highly likely that you will be going after LED TV with 3D capabilities, as prices of new TVs with LED panels went down dramatically over the past year or so. Many might be reluctant to buy a new TV due to a possible second economic downturn, but all the proud owners of 3D TVs now have the chance to plug a notebook or Geforce desktop in their 3D TV and use Nvidia's 3D vision. This is now possible via HDMI 1.4 connector and cable and the beauty is that you can use the glasses that you get with your TV.

External graphics still happening

"We got a feeling that we might see this external graphics materializing in 2012 and with 28nm Nvidia mobile chips, but this is not something we got confirmed or denied at this time. The bottom line is, external graphics with Nvidia chips inside are happening, something that might be the future for a number of Nvidia add-in-board partners who might end up selling external graphics, as the desktop graphics market dwindles. EVGA, Gainward, Asus, MSI, XFX, TGT and other usual suspects might resort to selling notebook external cards."

NVIDIA's 28nm mobile line-up revealed

"SemiAccurate have leaked a tentative line-up for NVIDIA's 28nm mobile GPUs. The first 28nm mobile GPUs are set to be sampled in Early October, with mass production commencing in End December if everything goes to plan. Availability is scheduled for Q1 2012. Crucially, these 28nm parts are not based on the next-gen Kepler architecture, but are die shrinks of the current Fermi architecture powering GeForce 400/500 series..."
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