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 covers major AMD Ryzen CPU sales (read more here), Intel Optane Xpoint DIMMs, new fabs spinning-up for Coffee Lake production, and more. Not covered in this news recap is the Gigabyte BIOS security push for Intel’s vulnerabilities and the FCC regulations (or lack thereof). You can learn more about those at the respective links.
Supporting news items for the week include Samsung Z-NAND, CaseLabs’ SMA8, FireFox Quantum, and more.
As usual, the show notes are below the embedded video.
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.
Vega’s partnership with the Samsung CF791, prior to the card even launching, was met with unrelenting criticism of the monitor’s placement in bundles. Consumer reports on the monitor mention flickering with Ultimate Engine as far back as January, now leveraged as a counter to the CF791’s inclusion in AMD’s bundle. All these consumer reports and complaints largely hinged on Polaris or Fiji products, not Vega (which didn’t exist yet), so we thought it’d be worth a revisit with the bundled card. Besides, if it’s the bundle of the CF791 with Vega that caused the resurgence in flickering concerns, it seems that we should test the CF791 with Vega. That’s the most relevant comparison.
And so we did: Using Vega 56, Vega: FE, and an RX 580 Gaming X (Polaris refresh), we tested Samsung’s CF791 34” UltraWide display, running through permutations of FreeSync. Some such permutations include “Standard Engine” (OSD), “Ultimate Engine” (OSD), and simple on/off toggles (drivers + OSD).
This week’s hardware news recap goes over some follow-up AMD coverage, closes the storyline on Corsair’s partial acquisition, and talks new products and industry news. We open with AMD RX Vega mining confirmations and talk about the “packs” – AMD’s discount bundling supposed to help get cards into the hands of gamers.
The RX Vega discussion is mostly to confirm an industry rumor: We’ve received reports from contacts at AIB partners that RX Vega will be capable of mining at 70MH/s, which is something around double current RX 580 numbers. This will lead to more limited supply of RX Vega cards, we’d suspect, but AMD’s been trying to plan for this with their “bundle packs” – purchasers can spend an extra $100 to get discounts. Unfortunately, nothing says those discounts must be spent, and an extra $100 isn’t going to stop miners who are used to paying 2x prices, anyway.
Show notes below.
This week's hardware news recap covers rumors of Corsair's partial acquisition, HBM2 production ramping, Threadripper preparation, and a few other miscellaneous topics. Core industry topics largely revolve around cooler prep for Threadripper this week, though HBM2 increasing production output (via Samsung) is also a critical item of note. Both nVidia and AMD now deploy HBM2 in their products, and other devices are beginning to eye use cases for HBM2 more heavily.
The video is embedded below. As usual, the show notes rest below that.
Samsung is releasing a trinity of gaming displays sporting High Dynamic Range (HDR), quantum-dot composition (QLED), 144 Hz refresh rates, and curved screens.
Samsung has seemingly reserved their Quantum-Dot Technology for their high-end TVs, and we are slowly seeing more HDR enabled gaming panels suffusing across the market, with the likes of both Acer and ASUS having flagship displays with the technology. Samsung’s flagship C49HG90, along with the C27HG70 and C32HG70, denote an ambitious incursion into the high-fidelity gaming display market for Samsung.
The race to invest in semiconductor technology is unabating, it would seem. SK Hynix, the world’s second largest memory chipmaker (after Samsung), has announced plans to construct a new memory semiconductor fab in Cheongju, South Korea. The company will also upgrade DRAM facilities in China, with the total outlay summing $2.6 billion. This comes after global chipmakers like Samsung, Toshiba, and TSMC have spurred investments of their own to expand production.
Taiwan Semiconductor Manufacturing Co. (TSMC) has set sights on building a new $15.7 billion facility geared towards the 5 and 3 nanometer chip processes, eyes set for future process nodes. TSMC is the world’s biggest chip maker by revenue, accounting for 55% of the market share. TSMC’s deep-pocketed clients include Qualcomm, nVidia, and Apple, whose iPhone 7 launch was especially pivotal in the record quarter to quarter profits TSMC has been reporting, as TSMC produces the A10 processor for the iPhone 7.
Taiwan Semiconductor houses its base of operations in Northern Taiwan, where several of their fabs are located. This is in addition to leading-edge fabs in Southern Taiwan and Central Taiwan, not to mention manufacturing bases in China.
Samsung's 900-series SSDs marked the arrival of VNAND (NAND Flash explained here), a new NAND type that expanded capacity vertically to theoretically drive down the cost per gigabyte metric. Today, the company officially announced its 960 series SSDs, including the Samsung 960 Pro and Samsung 960 EVO. Both devices modernize their architecture by supporting NVMe on their new VNAND-based SSDs.
We think NVMe is one of the next big standards, as the standard SATA interface has reached its cap with data transfer rates. Intel and Samsung have both made moves to build the NVMe market and achieve higher throughput than was possible on a SATA bus.
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