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.
Analyst Christopher Rolland recently confirmed Bitmain’s completed development of a new ASIC miner for Ethereum (and similar cryptocurrencies), and thusly reduced stock targets for both AMD and NVIDIA. According to Rolland, Bitmain’s ASIC may eat into GPU demand by cryptomining companies, as the ASIC will outperform GPUs in efficiency for the hashing power.
Rolland noted that this may, obviously, reduce demand for GPUs for mining applications, highlighting that an approximate 20% of AMD and 10% of NVIDIA sales revenue has recently come from mining partners.
This hardware news update looks into our original CTS Labs story, adding to the research by attempting to communicate with CTS Labs via their PR firm, Bevel PR. We also talk about leaked specifications for the R5 2600X, accidentally posted early to Amazon, and some other leaks on ASUS ROG X470 motherboards.
Minor news items include the loss of power at a Samsung plant, killing 60,000 wafers in the process, and nVidia’s real-time ray-tracing (RTX) demo from GDC.
Show notes below the video.
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