News for this week primarily focused on the industry, as opposed to products, and so highlighted AMD earnings, Microsoft earnings, and NVIDIA earnings. There are interesting stories within each of these topics: For Microsoft, the company indirectly blamed Intel's CPU shortage as impacting its growth projections for Windows 10; for NVIDIA, GPU sales slow-downs are still impacting the bottom line, and the company has adjusted its revenue projections accordingly; for AMD, the company saw an uptick for 4Q18, but is facing a slow quarter for 1Q19.
Beyond these stories, areas of interest include an AI white-hat hacking machine (named "Mayhem," a water-cooled supercomputer), Intel expansions and investments, and Intel's sort-of-new CEO.
Show notes below the embedded video, as always.
Hardware news for this week keeps things relatively lighthearted, focusing on uplifting stories about Charter (Spectrum) owing $170 million dollars in settlement fees for fraudulent marketing, RGB software being susceptible to malware, and NAND prices dropping further in 2019. Aside from that, coverage highlights the advancement of TSMC's 3nm fabrication plant (in addition to an upcoming 5nm plant) and further departure of AMD higher-ups on the Radeon group.
Show notes below the embedded video:
Despite EOY slow-downs in the news cycle, we still spotted several major industry topics and engineering advancements worthy of recap. Aside from Intel's recent announcements, the most noteworthy news items came out of MIT for engineering efforts on 2.5nm-wide transistors, out of Intel for acquiring more AMD talent, and out of the rumor mill for the RTX 2060, which is mostly confirmed at this point.
As always, show notes are below the embedded video:
This content stars our viewers and readers. We charted the most popular video cards over the launch period for NVIDIA’s RTX devices, as we were curious if GTX or RTX gained the most sales in this time. We’ve also got some AMD data toward the end, but the focus here is on a shifting momentum between Pascal and Turing architectures and what the consumers want.
We’re looking exclusively at what our viewers and readers have purchased over the two-month launch window since RTX was announced. This samples several hundred purchases, but is in no way at all a representative sample of the whole. Keep in mind that we have a lot of sampling biases here, the primary of which is that it’s our audience – that means these are people who are more enthusiast-leaning, likely buy higher end, and probably follow at least some of our suggestions. You can’t extrapolate this data market-wide, but it is an interesting cross-section for our audience.
Although the year is winding down, hardware announcements are still heavy through the mid-point in November: NVIDIA pushed a major driver update and has done well to address BSOD issues, the company has added new suppliers to its memory list (a good thing), and RTX should start getting support once Windows updates roll-out. On the flip-side, AMD is pushing 7nm CPU and GPU discussion as high-end serve parts hit the market.
Show notes below the embedded video.
Hardware news coverage has largely followed the RTX 2080 Ti story over the past week, and it's one of dying cards of unknown quantities online. We have been investigating the issue further and have a few leads on what's going on, but are awaiting for some of the dead cards to arrive at our office before proceeding further. We also learned about Pascal stock depletion, something that's been a curious topic when given the slow uptake on RTX.
Further news items include industry discussion on Intel's outsourcing to TSMC, its hiring of former AMD graphics staff, and dealings with 14nm shortages. Only one rumor is present this week, and that's of the nearly confirmed RX 590.
Hardware news for the last week has primarily revolved around re-re-releases of hardware, like NVIDIA's GTX 1060 GDDR5X model and AMD's RX 580-not-580. Both are unimaginative, but worth covering. For its part, AMD's RX 580 is an RX 570, just 40MHz faster. It has the same FPU count as the RX 570, despite being named "RX 580." NVIDIA's launch, meanwhile, is a move from 8Gbps GDDR5 to GDDR5X on the 1060 6GB card, which has previously already been pseudo-re-released as a 3GB model and (now gone) 9Gbps model.
Other hardware news includes reduced RAM pricing, SSD pricing, and more. The show notes are below the embedded video, if you prefer articles.
We come bearing good news -- sort of. It looks like DRAM prices might drop 5% by end of year, which would sadly be a sharp change of course from previous targets. This coincides with plummeting SSD prices (250GB 860 EVOs now available for $55 on Amazon), though isn't nearly as severe. At this point, we'll take what we can get.
Separately, Intel's 14nm shortage has continued to a point of creating pipeline stalls for some of its motherboard and SI partners. We previously reported on Intel's push to reinvigorate its 22nm process for low-end chipsets. It is now becoming clear why that was a necessity. Other than this, our show notes below recap major industry news for the past two weeks, like tariffs, 8th Gen pricing increases, and more.
After our exhaustive in-person interview with Principled Technologies, published on our YouTube channel, we followed-up via email to clarify some questions that were left unanswered during the initial video. As we noted in the initial interview, we give credit to Principled Technologies for endeavoring to sit down with us for these discussions. We recognize that it is not an easy decision to make – one of ignoring the problem (us showing up unannounced, in this instance) or confronting it – and we appreciate PT’s willingness to partake in a rational discussion about test methodology.
For full details of the interview, check the embedded video below. This written accompaniment aims to address follow-up questions where PT technicians closer to the testing had to be consulted. We are not going to transcribe the 40-minute interview and encourage that you watch the content to gain full perspective on both primary sides of the debate. We have timestamped key points in the video (timestamps are rendered within the video).
You may have heard about the new tariffs impacting PC component prices by now, with increases upwards of 10% to 25% by January 1st of 2019. We’ve spoken with several companies and individuals in the industry to better understand how PC builders can expect prices to increase. On our list of those providing insight is EVGA CEO Andrew Han, NZXT, SilverStone, and Alphacool, among off-record insight from others. In the very least, North American buyers can anticipate price increases as a result of the current administration’s new tariffs – it’s just a question of how much of that is passed on to the consumer.
Here’s the “TLDR” of the tariffs: Nearly every computer component is affected in North America, and those prices can reach outward to other regions as companies try to stabilize for a downtrend in overall revenue. The tariffs were pushed into law by the US Federal Government, with the first 10% taking effect on October 1st of 2018. After this, an additional 15% tariff will be mandated by the US government on January 1st of 2019.
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