Extreme Ultra-Violet Lithography is something of a unicorn in the space of silicon manufacturing, and has been discussed for generation upon generation. EUV only recently started seeing any form of use in mass produced products, with Samsung kicking off high-volume efforts recently. Intel has also made progress with EUV, deviating from its choice of DUV lithography for a struggling 10nm process and instead setting sights on a 7nm option. This is our leading news item in the recap today, with RAM price declines following closely behind.
As always, show notes are below the embedded video.
DDR5 has existed in a few different forms in the past year or two, but this past week brought news of the first JEDEC-compliant memory chip for future DDR5 implementations. As usual with new memory standards, frequency is expected to increase (and timings will likely loosen) significantly with the new generation, something we talk about in today's list of news items for the week. Also in that list, we talk ongoing CPU shortages for CPUs, Apple's T2 security co-processor and its impact on right to repair, and official mouse/keyboard support on the Xbox.
Show notes follow the video embed, as always.
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.
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).
We've been working hard at building our second iteration of the RIPJAY bench, last featured in a livestream where we beat JayzTwoCents' score in TimeSpy Extreme, taking first place worldwide for a two-GPU system. Since then, Jay has beaten our score -- primarily with water and direct AC cooling -- and we have been revamping our setup to fire back at his score. More on that later this week.
In actual news, though, it's still been busy: RAM prices are behaving in a bipolar fashion, bouncing around based on a mix of supply, demand, and manufacturers trying to maintain high per-unit margins. Intel, meanwhile, is still combating limited supply of its now-strained 14nm process, resulting in some chipsets getting stepped-back to 22nm. AMD is also facing shortages for its A320 and B450 chipsets, though this primarily affects China retail. We also received word of several upcoming launches from Intel, AMD, and NVIDIA -- the RTX 2070 and Polaris 30 news (the latter is presently a rumor) being the most interesting.
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.
The hardware move didn't slow down for our move, it turns out. HW News for the past week includes a major focus on GV104 & GV102-branded GPUs listed in AIDA64's Device ID database, new R3 2000-series CPUs shown by Lenovo, Threadripper 2's specs, TSMC shutting down for a virus, and more. This is also our first video shot in the new space (though we're still doing sound treatment, so there's a bit of echo).
Between our process of moving into a new office with actual space for testing stuff, we've been working on hardware news videos and other content alongside office setup. This week's hardware news has heavy AMD focus, split between Threadripper 2 SKUs and specs, a new AMD console SOC, and motherboard add-ons for ASUS X399 boards. The add-ons include SOC and Vcore cooling modules, meant to help cope with overclocked TR2 VRM thermals and power delivery requirements.
Also in major news this week, New York state banned Charter communications (Spectrum, formerly TimeWarner Cable) from its state, and has given the company 60 days to leave. This is a major event in a world with duopolistic and monopolistic ISP establishments.
Intel's 10nm CPUs may have had their last delay -- and it's through the 'holidays' of 2019. Intel's latest earnings call indicates a finalized release target of EOY/holiday of 2019, continuing the saga of 10nm delays since 2015-2016. Note, however, that although TSMC and GF 7nm comparisons are prevalent, it's not as simple as comparing the numbers "7" and "10" -- density matters, as does architecture, and this is something we discussed with David Kanter in an upcoming video interview from GamersNexus.
Other hardware news revolves around a mixture of rumors and actual news, the latter represented by AMD's best quarterly earnings report in 7 years, and the former represented by Intel 9000-series specs and Samsung GPU development.
As always, the show notes are below the video.
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