We just arrived in Canada for LTX and should be working on some content featuring YouTubers in the space. In the meantime, another hardware news episode is due – and this one is heavily filled with industry goings-on, rather than product news. Our first topic is Intel’s debunking of brand death rumors, followed-up by a German court banning pre-orders with indefinite delivery dates, aiming to crack-down on some Kickstarter and Indiegogo failures. Further, AMD’s Threadripper 2 TDP has been re-confirmed by a slide for the Gigabyte X399 Extreme motherboard, which now has a finalized VRM design and layout. Memory suppliers are also back in the news this week, for the third consecutive week, this time with their own concerns about IP and patent theft.
Show notes below, following the embedded video.
There's been some online internet outrage about a leaked nVidia NDA, as published by Heise.de previously. Some of the online comments got a little out of hand and were severely misguided, so we decided to get on a call with a US-based, licensed lawyer, rather than continue to watch as armchair "experts" tried to extract any nefarious meaning they could from the document.
We'll leave this one to audio format. Our call with our legal correspondent goes through the document line-by-line and should answer any remaining questions. Overall, we think this was a mountain made of a molehill, and that little language in the document is abnormal or 'dangerous.' Note also that parties may terminate at any time (despite what some commenters will tell you), and that such an NDA doesn't somehow magically "prevent GPP2" from getting out because, remember, that wouldn't be covered under "Confidential Information." GPP was never disclosed to press by NV -- that was all third-party sources, and so that information is not covered under the agreement.
Audio/video below -- you can just tab away from this one, it's primarily audio:
The push to restore the net neutrality rules put in place under the Obama administration has gained more traction this week, with Democrats in the Senate filing a petition to force a vote on the repeal of the FCC’s new rules enacted by Ajit Pai, current FCC chairman.
The Congressional Review Act is the exact tool Congress and Ajit Pai’s FCC used to reverse Obama-era regulations—that is, the 2015 Open Internet Order that banned blocking content, throttling, paid prioritization by ISPs, and placed ISPs under Title II classification. Democratic Senators have used the CRA to force a vote and potentially remove the recent FCC rules voted for in December; however, the measure is something of a longshot, as it would have to pass both the House and be signed by the President.
We wrote a couple of scripts to scrape the data shown in this content, showing memory price trends for the year so far. We recently set forth on an information gathering mission to learn about how much it costs to actually buy different types of memory, allowing us to look at just how much the memory suppliers are making. They’re raking in record profits with record stock highs – just look at the below Hynix or Micron stock chart: Despite claimed cleanroom limitations, the companies are making record revenue. Today, we’re talking about why and how the memory industry is in the shape it’s in.
This is Part 2 of our RAM Report series. The first part aired previously, and dug deep into five years of memory price data and earnings results for memory suppliers. Be sure to read or watch that content if you haven’t already.
Last month, we published an article detailing the FTC addressing predatory warranty conditions, and in so doing, the FTC notified six companies of infractions violating the Magnuson-Moss Warranty Act. At the time of that writing, the names of the notified companies were not disclosed; however, Motherboard obtained the names via a Freedom of Information Act request, and they are as follows:
The headlining story for the past week covers the memory supplier class action that was recently filed (vs. SK Hynix, Samsung, and Micron), alleging conspiracy to fix prices. In contension for the headline story, Intel's 10nm process problems have grown more complicated, seemingly preempting the company's hiring of Jim Keller, former AMD Zen architect.
This far along the line, it should be no secret that we at GamersNexus find the “Warranty Void if Removed” stickers that adorn so many devices—consoles, cellphones, laptops, etc.—ethically abhorrent. They are a thinly veiled, bullshit attack on consumers’ right to repair. These stickers are also a violation of the Magnuson-Moss Warranty Act—a point we brought up in an article we wrote a while back, as well as details on the then-current right to repair climate. It would seem as though the pecuniary and questionable warranty practices of at least six companies have caught up with them, as the FTC has officially put six major companies on notice.
In the press release, the FTC expresses “concerns” about the six companies’ policies that constrict repairs to specific service providers—e.g. Apple, Microsoft, Sony, et al. While the FTC wouldn’t disclose the identity of the companies in question, the press release did mention that these companies sell and market “automobiles, cellular devices, and video gaming systems in the United States.”
Intel has slowly been deploying mitigations for Spectre/Meltdown for recent platforms. In the most recent microcode revision guidance, Intel has indicated it will not deploy any microcode mitigations for the recently disclosed flaws for older processor platforms. Intel cited the following reasons:
This week's hardware news recap follows GTC 2018, where we had a host of nVidia and GPU-adjacent news to discuss. That's all recapped heavily in the video portion, as most of it was off-the-top reporting just after the show ended. For the rest, we talk 4K 144Hz displays, 3DMark's raytracing demo, AMD's Radeon Rays, the RX Vega 56 Red Devil card, and CTS Labs updates.
As for this week, we're back to lots of CPU testing, as we've been doing for the past few weeks now. We're also working on some secret projects that we'll more fully reveal soon. For the immediate future, we'll be at PAX East on Friday, April 6, and will be on a discussion panel with Bitwit Kyle and Corsair representatives. We're planning to record the panel for online viewing.
At GTC 2018, we learned that SK Hynix’s GDDR6 memory is bound for mass production in 3 months, and will be featured on several upcoming nVidia products. Some of these include autonomous vehicle components, but we also learned that we should expect GDDR6 on most, if not all, of nVidia’s upcoming gaming architecture cards.
Given a mass production timeline of June-July for GDDR6 from SK Hynix, assuming Hynix is a launch-day memory provider, we can expect next-generation GPUs to become available after this timeframe. There still needs to be enough time to mount the memory to the boards, after all. We don’t have a hard date for when the next-generation GPU lineup will ship, but from this information, we can assume it’s at least 3 months away -- possibly more. Basically, what we know is that, assuming Hynix is a launch vendor, new GPUs are nebulously >3 months away.
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