Hardware news hasn’t slowed since Computex; in fact, this week has been among the busiest in months, with several news items out of the “Big Three” manufacturers. NVidia has seemingly purchased too many GPUs, according to GamersNexus sources (and verifying other stories), GPU shipments overall are trending downward, Intel’s CEO “resigned,” and AMD is working on Vega 20 and V340 products.
Other news for the week includes smaller items, like Be Quiet! opening a US service center and expanding US operations. Learn more in the video, or find the show notes below:
Despite Computex’s imminence, there are still plenty of pre-show announcements and news items to discuss. This week’s anchor item is the “conversation” that Micron has been having with memory suppliers; specifically, China’s Anti-Monopoly Bureau has discussed DRAM pricing with Samsung and Micron, Hynix likely to follow. Connecting the dots isn’t too hard here, but keep in mind that there’s still nothing confirmed with regard to price fixing possibilities.
Separately, AMD’s B450 chipsets were detailed, passive AM4 coolers debuted, and JPR thinks cryptomining is waning, giving way to more affordable video cards for gamers.
Show notes are below the video.
The hardware world has been busy for the past week. This week's news recap covers one rumor -- speculation that Intel "might" show a GPU in 2019 -- and then covers major news stories. One of those is Intel's Z390 chipset, whose block diagram has been detailed against existing Z370 block diagrams. We'll talk those chipset differences in the show notes (and the video) below. NVidia's earnings report also showed remarkably strong performance for the company, with mining revenue marking a new category of earnings at $289 million. What's unclear is how that's tracked -- we don't know if that's direct-to-miner sales, e.g. selling to large mining operations, or if that's also counting users who buy 10 GPUs at a time on Newegg. The latter might appear like a normal "gaming" purchase, depending on how it's all tracked and broken-down.
A handful of other news items are also present, including net neutrality discussion, Corsair's Obsidian 1000D and Spec-Omega, and a couple of other items. Learn more in the video below or, if you prefer written text, the show notes below that.
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.
DDR5 may achieve mass switch-over adoption by 2022, based on new estimates out of memory makers. A new Micron demonstration had DDR5 memory functional, operating on a Cadence IMC and custom chip, with 4400MHz and CL42 timings. It's a start. Micron hopes to tighten timings over time, and aims to increase frequency toward 6400MHz as DDR5 matures. It's more of a capacity solution, too, with targeted densities at 16Gb and 32Gb for the future.
In addition to the week's DDR5 news, detailed in more depth below, we also have roadmap leaks from AMD and Intel that indicate Z490 and Z390 chipsets shipping this year. We're not yet sure what Z490's purpose is, but we know that it's an AMD product -- and the first of the new chipsets to take a Z prefix, just like Intel's performance series.
Our show notes below cover all the stories, or just check the video:
This week's hardware news recap primarily focuses on some GN-exclusive items pertaining to AMD's plans with system memory in the future, mostly looking toward DDR5 for CPUs and HBM integration with CPUs, creating "near memory" for future products. All of this, of course, is before the major Ryzen 2 review publication timelines on Thursday this week, 9AM Eastern, when you'll find still more CPU news to look over. Be sure to check back for that.
In the meantime, today's news covers memory stories, laptop updates, AMD staff changes, Spectre patches, and more.
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’s Hades Canyon NUC is well-named: It’s either a reference to hell freezing over, as AMD and Intel worked together on a product, or a reference to the combined heat of Vega and an i7 in a box that’s 8.5” x 5.5” in size. Our review of Hades Canyon looks at overclocking potential, preempting something bigger, and benchmarks the combined i7 CPU and Vega M GPU for gaming and production performance. We’re also looking at thermal performance and noise, as usual. As a unit, it’s one of the smallest, most-powerful systems on the consumer market get right now. We’ll see if it’s worth it.
There are two primary SKUs for the Intel NUC on Newegg, both coming out on April 30th. The unit which most closely resembles ours is $1000, and includes the Intel i7-8809G with 8MB of cache and a limited-core Turbo up to 4.2GHz. The CPU is unlocked for overclocking. It’s coupled with an AMD Vega M GH GPU with 4GB of high-bandwidth memory, also overclockable, but does not include memory or an SSD. You’re on your own for those, as it’s effectively a barebones kit. If you buy straight from Intel’s SimplyNUC website, the NUC8i7HVK that we reviewed comes fully-configured for $1200, including 8GB of DDR4 and a 128GB SSD with Windows 10. Not unreasonable, really.
The past week of hardware news primarily centers around nVidia and AMD, both of whom are launching new GPUs under similar names to existing lines. This struck a chord with us, because the new GT 1030 silently launched by nVidia follows the exact same patterns AMD has taken with its rebranded RX 460s as “RX 560s,” despite having significant hardware changes underneath.
To be very clear, we strongly disagree with creating a new, worse product under the same product name and badging as previously. It is entirely irrelevant how close that product is in performance to the original - it’s not the same product, and that’s all that matters. It deserves a different name.
We spend most of the news video ranting about GPU naming by both companies, but also include a couple of other industry topics. Find the show notes below, or check the video for the more detailed story.
Find the show notes below, or watch the video:
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.
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