Consider this something of an informal post. We'll be at CES shortly and, as always, will be covering the event in full-force and over a time period of about a week. Although most of our schedule is already filled with meetings between GN and hardware vendors, we keep spots open for break-out products or interesting items that we may have overlooked. For today, we are asking that you tweet @GamersNexus with the following things: (1) Requests for specific products or companies that you'd like to see features, (2) notes of major announcements made during the show that you would like more information on.
We've already done a lot of the homework, have meetings on the books, and have a content plan. That said, CES is impossibly large, and many companies bring so many products that we simply can't see them all. Even with an hour for a suite, we'll get caught-up in 2 or 3 products, then have to move on. GN will have two teams on-site this year, which means we have more capacity to respond to items that interest the community. Twitter is the best way to get that information to us during the show, and we've already had a large number of coverage requests for high-refresh monitors, OLEDs for gaming, and some product-specific opportunities.
China’s National Development and Reform Commission (NDRC) is looking into the possibility of DRAM price-fixing between the major memory and Flash suppliers, with specific interest from the Pricing Supervision Department of said commission. An official from the regulatory body, Xu Xinyu of NDRC, stated the following: “We have noticed the price surge and will pay more attention to future problems that may be caused by ‘price fixing’ in the sector.”
This comes following recent reports that Samsung initiated plans to increase supply by 20%, which still failed to meet rising demand. The NDRC told the China Daily, a state-run media outlet, that the NDRC has paid attention to DRAM pricing and demand over the past 18 months, and that memory suppliers are now under the eye of the NDRC. There are only four major suppliers in the industry, and those include SK Hynix, Micron, Toshiba, and Samsung.
This week's hardware news recap diverges from Titan V coverage and returns to some normalcy, sort of, except the joining of Corsair by former top EK executives. We also have some loose confirmation of Ryzen+ for 1Q18, MSI's new RX Vega 64 Air Turbo card, and Sapphire's Nitro+ Vega 64 card. Still lots of AMD news, it seems, though Intel popped-up with Gemini Lake, if briefly.
Find the show notes below, or the video embedded:
Jon Peddie Research reports that the AIB market is likely returning to normal seasonal trends, meaning the market will be flat or moderately down from Q4 2017 through Q1 2018.
In a typical year, the AIB market is flat/down in Q1, down in Q2, up in Q3, and flat/up in Q4. The most dramatic change is usually from Q2 to Q3, on average a 14.4% increase (over the past 10 years). Q3 2016 was roughly twice that average with more than 15 million AIBs shipped, 29.1% more than Q2 and a 21.5% increase year-over-year.
Imagine an internet where AT&T will happily cover the costs of your data for using certain apps—provided you’re already an AT&T mobile customer, of course. Imagine an internet where Verizon can deliberately slow down Netflix traffic. Imagine an internet where exceedingly wealthy companies can pay for better connections, at the expense of throttling the connections of those who don’t or can’t pay. Imagine AT&T, Timer Warner, and Comcast being able to advantage and prioritize their own content—such as HBO, NBC, and DirectTV Now—by making it stream faster, or by allowing it to not count towards data plans, or by slowing down competing YouTube options. An internet where today’s few and powerful ISPs are the gatekeepers, raising the barrier and cost of entry for new startups or potential ISPs. An internet where ISPs can control exactly how consumers view content—not based on choice or quality, like it should be—but rather because they have the keys to the internet.
EK Water Blocks has seemingly had a strong year, dotted with numerous major product launches and expansion into the mainstream market (with the EK Fluid Gaming series). In spite of this, TechPowerUp just broke news that EKWB’s CEO, CTO, Head of Marketing, and numerous R&D engineers have all departed the company. The company remains 90-strong, but has lost much of its R&D department and head management as of today.
ET News reports [English] that the price of silicon wafers, the raw material used in the production of 300mm semiconductors, has increased 20% year over year from major manufacturers SK Siltron and SUMCO.
SK Siltron is a recent acquisition of the SK Group, a massive South Korean conglomerate that also includes SK Materials (produces NF3 gas used in semiconductor production) and SK Hynix (a memory chipmaker that regularly appears in our articles on increasing NAND demand). SK Siltron was known as LG Siltron until January, when SK Group purchased 51% of shares from LG for $532 million, and then proceeded to purchase the rest as well (Chairman Choi Tae-Won personally secured 29.4%). LG Siltron sales had suffered since 2012 with an industry increase in silicon wafer production, as well as the aftermath of the 2008 financial crisis--but SK Group’s purchase immediately paid off.
This week’s hardware news recap primarily focuses on Intel’s Minix implementation, alongside creator Andrew Tanenbaum’s thoughts on the unknown adoption of the OS, along with some new information on the AMD + Intel multi-chip module (MCM) that’s coming to market. Supporting news items for the week include some GN-style commentary of a new “gaming” chair with case fans in it, updates on nVidia quarterly earnings, Corsair’s new “fastest” memory, and EK’s 560mm radiators.
Find the show notes after the embedded video.
The Intel/AMD news just won’t stop this week. Raja Koduri has indeed left AMD—and he has indeed joined Intel. This was a fair bit of conjecture until now (we even mentioned it in our most recent HW News video, not knowing whether it would be confirmed or debunked), but Intel has released an official statement confirming the move, and the existence of their newly formed Core and Visual Computing Group, which Koduri will helm.
Raja Koduri is a prominent figurehead in the industry, especially as it relates to graphics, visuals, and GPU computing. He notably led AMD’s Radeon Technologies Group, and served as director of graphics for Apple. News of his move to Intel came during his sabbatical he announced back in September, under which he intended to spend time with his family after a grueling Vega launch. His experience and expertise will doubtless be invaluable as part of Intel’s strategy to aggressively expand their presence in the GPU market.
Seagate Technologies (NASDAQ: STX) reported their financial results for the quarter ending September 29th, 2017. Seagate is largely known for manufacturing HDDs and external hard drives, a sector that has seen a decline over the last few years in part due to decreased pricing and availability of SSDs. Flash-based memory prices are high right now, but are overall significantly lower than when the technology was being introduced to the mainstream market.
For Q1 2018, Seagate reported revenue of $2.6 Billion, gross margin was reported at 28.0%, and net income was listed at $181 Million with diluted earnings per share of $0.62. For reference, last year’s financial results in Q1 2017, Seagate showed revenue of $2.8 Billion, gross margin of 28.6%, net income of $167 Million, and diluted earnings per share of $0.55.
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