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.
The memory supplier price-fixing investigation has been going on for months now, something we spoke about in June (and before then, too). The Chinese government has been leading an investigation into SK Hynix, Samsung, and Micron regarding memory price fixing, pursuant to seemingly endless record-setting profits at higher costs per bit than previous years. That investigation has made some headway, as you'll read in today's news recap, but the "massive evidence" claimed to be found by the Chinese government has not yet been made public. In addition to RAM price fixing news, the Intel CPU shortage looks to be continuing through March, coupled in news with rumors of a 10-core desktop CPU.
Show notes below the video for our weekly recap, as always.
Hardware news for the last week has primarily revolved around re-re-releases of hardware, like NVIDIA's GTX 1060 GDDR5X model and AMD's RX 580-not-580. Both are unimaginative, but worth covering. For its part, AMD's RX 580 is an RX 570, just 40MHz faster. It has the same FPU count as the RX 570, despite being named "RX 580." NVIDIA's launch, meanwhile, is a move from 8Gbps GDDR5 to GDDR5X on the 1060 6GB card, which has previously already been pseudo-re-released as a 3GB model and (now gone) 9Gbps model.
Other hardware news includes reduced RAM pricing, SSD pricing, and more. The show notes are below the embedded video, if you prefer articles.
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.
Frequency is the most advertised spec of RAM. As anyone who’s dug a little deeper knows, memory performance depends on timings as well--and not just the primary ones. We found this out the hard way while doing comparative testing for an article on extremely high frequency memory which refused to stabilize. We shelved that article indefinitely, but due to reader interest (thanks, John), we decided to explore memory subtimings in greater depth.
This content hopes to define memory timings and demystify the primary timings, including CAS (CL), tRAS, tRP, tRAS, and tRCD. As we define primary memory timings, we’ll also demonstrate how some memory ratios work (and how they sometimes can operate out of ratio), and how much tertiary and secondary timings (like tRFC) can impact performance. Our goal is to revisit this topic with a secondary and tertiary timings deep-dive, similar to this one.
We got information and advice from several memory and motherboard manufacturers in the course of our research, and we were warned multiple times about the difficulty of tackling this subject. On the one hand, it’s easy to get lost in minutiae, and on the other it’s easy to summarize things incorrectly. As ASUS told us, “you need to take your time on this one.” This is a general introduction, to be followed by another article with more detail on secondary and tertiary timings.
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.
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.
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.
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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