Hardware news headlines with AMD's delay of the 3950X and the 7nm shortage that TSMC is experiencing. The shortage, it seems, is one of those "good problems" to have -- TSMC's 7nm process is so popular that it's struggling to keep up with demand, and so the fab is working to increase wafer output. Separately, news talks issues with iCUE software causing impact to FPS, somewhat unsurprisingly, in coincidental timing with the 465X iCUE launch.
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This week's hardware news was filmed prior to our trip to Vancouver for LTX, which we're covering in a lot of content pieces coming up. HW News discusses CCX overclocking, 3nm and 5nm process progress, DRAM revenue dropping hard, and industry topics like Origin's sale to Corsair. We also talk about 5.2GHz 3900X overclocking results, but that'll be in the video only for this one. The rest is in the written section below, as always.
Hardware news this week focuses once again on process improvement and Ryzen 3000 discussion, although there's also a CLC recall that affects about 1% of Corsair Platinum owners (due to a leak). We also talk about the Epic Games' response to conspiracies surrounding Tencent and 'spyware.'
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News for this week primarily focused on the industry, as opposed to products, and so highlighted AMD earnings, Microsoft earnings, and NVIDIA earnings. There are interesting stories within each of these topics: For Microsoft, the company indirectly blamed Intel's CPU shortage as impacting its growth projections for Windows 10; for NVIDIA, GPU sales slow-downs are still impacting the bottom line, and the company has adjusted its revenue projections accordingly; for AMD, the company saw an uptick for 4Q18, but is facing a slow quarter for 1Q19.
Beyond these stories, areas of interest include an AI white-hat hacking machine (named "Mayhem," a water-cooled supercomputer), Intel expansions and investments, and Intel's sort-of-new CEO.
Show notes below the embedded video, as always.
Hardware news coverage largely focuses on silicon fabrication this week, with TSMC boasting revenue growth from 7nm production, Intel planning its own 7nm and EUV renovations in US facilities, and other manufacturers getting on-board the 7nm and EUV production train. Beyond this news, we cover a class action lawsuit against AMD for Bulldozer, Samsung's new 970 SSDs, and Backblaze's hard drive reliability report. Note further that GN is in the news, as we're planning a liquid nitrogen (LN2) overclocking livestream for Sunday, 1/27 at 1PM EST. We will have a special guest present.
Show notes below the embedded video, as always.
Hardware news for this week keeps things relatively lighthearted, focusing on uplifting stories about Charter (Spectrum) owing $170 million dollars in settlement fees for fraudulent marketing, RGB software being susceptible to malware, and NAND prices dropping further in 2019. Aside from that, coverage highlights the advancement of TSMC's 3nm fabrication plant (in addition to an upcoming 5nm plant) and further departure of AMD higher-ups on the Radeon group.
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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).
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.
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