According to TrendForce research, corporate demand for digital transformation including artificial intelligence and high-performance computing has accelerated in recent years, which has led to increasing adoption of cloud computing. In order to improve service flexibility, the world's major cloud service providers have gradually introduced ARM-based servers. The penetration rate of ARM architecture in data center servers is expected to reach 22% by 2025.

In the past few years, ARM architecture processors have matured in the fields of mobile terminals and Internet of Things but progress in the server field has been relatively slow. However, companies have diversified cloud workloads in recent years and the market has begun to pay attention to the benefits ARM architecture processing can provide to data centers. TrendForce believes that ARM-based processors have three major advantages. First, they can support diverse and rapidly changing workloads and are more scalability and cost-effective. Second, ARM-based processors provide higher customization for different niche markets with a more flexible ecosystem. Third, physical footprint is relatively small which meets the needs of today's micro data centers.

"Join us on March 30th at 8 A.M. Pacific Time to see Intel Arc graphics take center stage and get a first look at our new discrete graphics for laptops." - is the statement that Intel posted on its website regarding the launch of its upcoming Arc Alchemist GPUs for laptops. While we await the final reveal of the desktop Arc Alchemist graphics cards, it looks like team blue will give us a very first look at Arc discrete graphics cards for laptops. Regarding the performance numbers, Intel's Lisa Pearce, Vice President and General Manager for the Visual Compute Group, posted a quick performance claim stating that the Intel Arc A370M mobile GPU will feature two-fold performance improvement over integrated GPU designs found in Intel Core i7-12700H processor.

Lisa PearceWhat performance can we expect from the first product to make it to market, the Intel Arc A370M?
The first Intel Arc discrete graphics products to enter the mobile market will enable up to a 2X improvement in graphics performance vs. integrated graphics alone while maintaining similar form factors.
2x performance claim based on average FPS at 1080p Medium with Metro Exodus (DX12) as of March 3, 2022 as the beginning of the disclosure. Intel Arc system: Intel Core i7-12700H processor 14C/20T, 32 GB 4800Mhz system memory, Intel Arc A370M graphics, Windows 11 Pro v10.0.22000, Preproduction driver as of March 2022, total system TDP 40 W. Intel Core system: Intel Core i71280P 14C/20T, 32 GB 4800 MHz system memory, Iris Xe integrated graphics, Windows 11 Pro 21H2 22000.493, Driver version 30.0.101.1029, total system TDP 28 W.

The output value of the world's top 10 foundries in 4Q21 reached US$29.55 billion, or 8.3% growth QoQ, according to TrendForce's research. This is due to the interaction of two major factors. One is limited growth in overall production capacity. At present, the shortage of certain components for TVs and laptops has eased but there are other peripheral materials derived from mature process such as PMIC, Wi-Fi, and MCU that are still in short supply, precipitating continued fully loaded foundry capacity. Second is rising average selling price (ASP). In the fourth quarter, more expensive wafers were produced in succession led by TSMC and foundries continued to adjust their product mix to increase ASP. In terms of changes in this quarter's top 10 ranking, Nexchip overtook incumbent DB Hitek to clinch 10th place.

TrendForce believes that the output value of the world's top ten foundries will maintain a growth trend in 1Q22 but appreciation in ASP will still be the primary driver of said growth. However, since there are fewer first quarter working days in the Greater China Area due to the Lunar New Year holiday and this is the time when some foundries schedule an annual maintenance period, 1Q22 growth rate will be down slightly compared to 4Q21.

In-person events are slowly getting back together, and Intel is one of the first to grab tech media's attention with the Intel Vision 2022 conference announcement. Schedule for two days in a row, May 10th and May 11th, Intel's 2022 Vision conference looks like a teaser for some exciting news. The company is expected to present some business insights, hold keynotes, breakout sessions, technology showcases, demos, and exhibitions from sponsors and partners. It requires registration, which is a paid fee of $899 until April 11th, and $1499 after that for in-person seats; however, it is free for digital visitors.

Earlier today, we reported about Intel's plans to release Arc Alchemist discrete graphics card lineup sometime between May and June, so this could be one of the days the company selects for official product launch. We are still not sure about that, so please take those thoughts with a grain of salt. Be sure to tune in and see what Intel plans to do in the future.

Intel and AMD will be releasing new CPUs that support DDR5 DRAM solutions for PCs and servers this year. In response, the DRAM industry led by South Korean suppliers is developing solutions to complement the arrival of the new CPUs. In the midst of the gradual shift to DDR5, DRAM suppliers will also scale back the supply of DDR3 solutions, according to TrendForce's latest investigations. With Korean suppliers accelerating their withdrawal from DDR3 production, Taiwanese suppliers yet to kick off mass production using newly installed capacities, and Chinese suppliers falling short of their expected yield rate, the global supply of DDR3 solutions will undergo an impending decline. With respect to the demand side, however, not only has the supply of networking chips been ramping up, but material shortage issues are also gradually easing. As such, buyers are now procuring DDR3 solutions ahead of time, resulting in a tight supply and demand situation in the DDR3 market. TrendForce therefore expects DDR3 DRAM prices to recover from a bearish first quarter and undergo a 0-5% QoQ increase in 2Q22.

Marvell (NASDAQ: MRVL) today announced the industry's first 800 Gbps or 8x 100 Gbps multimode platform solution, that enables data center infrastructure to achieve dramatically higher speeds for short-reach optical modules and Active Optical Cable (AOC) applications. As artificial intelligence (AI), machine learning (ML) and high-performance computing (HPC) applications continue to drive greater bandwidth requirements, cloud-optimized solutions are needed that can bring lower power, latency and cost to short-range data center interconnections. The new 800G platform, which includes Marvell's PAM4 DSP with a multimode transimpedance amplifier (TIA) and Driver, enables faster data center speeds scaling to 800 Gbps, using conventional cost-effective vertical-cavity surface-emitting laser (VCSEL) technology while accelerating time-to-market with plug-and-play deployment.

Today's data centers are packed with equipment utilizing optical modules or AOCs connected by multimode optical fiber optimized for communication over short distances within data centers. This 100G per lane multimode fiber provides cost-effective, low-power, short-reach connectivity. To support multi-gigabit transmissions, multimode architectures often use VCSEL transmitters, which offer the cost benefits of reliability, power efficiency and easy deployment.

Last week, NVIDIA systems were compromised by the attack of a hacking group called LAPSUS$. It has been a few days since the attack happened, and we managed to see source code of various software leaks through third-party anonymous tipsters and next-generation GPU codenames making an appearance. Today, NVIDIA issues a statement for the German PC enthusiast website Hardwareluxx, and we manage to see it below fully. The key takeaway from this quote is that NVIDIA believes that the compromised files will not impact the company's business in any meaningful manner, and operations continue as usual for NVIDIA's customers. The company's security team is analyzing the situation, and you can check out the complete statement below.

NVIDIA StatementOn February 23, 2022, NVIDIA became aware of a cybersecurity incident which impacted IT resources. Shortly after discovering the incident, we further hardened our network, engaged cybersecurity incident response experts, and notified law enforcement.

We have no evidence of ransomware being deployed on the NVIDIA environment or that this is related to the Russia-Ukraine conflict. However, we are aware that the threat actor took employee credentials and some NVIDIA proprietary information from our systems and has begun leaking it online. Our team is working to analyze that information. We do not anticipate any disruption to our business or our ability to serve our customers as a result of the incident.

Security is a continuous process that we take very seriously at NVIDIA - and we invest in the protection and quality of our code and products daily.

Today, during Mobile World Congress 2022, Qualcomm Incorporated President and Chief Executive Officer, Cristiano Amon highlighted how Qualcomm Technologies, Inc. is continuing to bring best-in-case experiences to enterprise PCs and drive the convergence of the PC and mobile to increase productivity, connectivity, and security from anywhere. During last month's Consumer Electronics Show, the Company announced that over 200 enterprise customers were testing or deploying Windows 11 on Snapdragon laptops and 2-in-1 devices. Today, Amon outlined how strategic relationships with Microsoft, Lenovo, and many other ecosystem leaders are helping deliver the next generation of enterprise-ready PCs, powered by Snapdragon. Utilizing its global relationships, Qualcomm Technologies continues to lead the PC industry's inevitable transition to innovative and modern solutions from the portfolio of Snapdragon compute platforms.Quotes from key collaborators that Qualcomm Technologies is working with to drive innovation for always on, always connected enterprise PCs through Snapdragon Compute Platforms can be found here.

China is reacting to new outbreaks of the Omicron variant of the Coronavirus with partial lockdowns. This could further delay the availability of laptops with 12th Gen Intel Core processors and NVIDIA's Ti graphics cards, which debuted at the beginning of the year. The first factories have already been closed in Suzhou in the east of the country. Supply chain and logistics bottlenecks, a shortage of certain chip types and price increases are already on the horizon.

When Intel announced the company's first hybrid design, codenamed Alder Lake, we expected to see more of such design philosophies in future products. During Intel's 2022 investor meeting day, the company provided insights into future developments, and a successor to Alder Lake is no different. Codenamed "Raptor Lake," it features a novel Raptor Cove P-core design that is supposed to bring significant IPC uplift from the previous generation of processors. Using Intel 7 processor node, Raptor Lake brings a similar ecosystem of features to Alder Lake, however, with improved performance across the board.

Perhaps one of the most exciting things to note about Raptor Lake is the advancement in core count, specifically the increase in E-cores. Instead of eight P-cores and eight E-cores like Alder Lake, the Raptor Lake design will retain eight P-cores and double the E-core count to 16. It was a weird decision on Intel's end; however, it surely isn't anything terrible. The total number of cores now jumps to 24, and the total number of threads reaches 32. Additionally, Raptor Lake will bring some additional overclocking improvement features and retain socket compatibility with Alder Lake motherboards. That means that, at worst, you would need to perform a BIOS update to get your previous system ready for new hardware. We assume that Intel has been working with software vendors and its engineering team to optimize core utilization for this next-generation processor, even though they have more E-cores present. Below, we can see Intel's demonstration of Raptor Lake running Blender and Adobe Premiere and the CPU core utilization.

At Intel's 2022 Investor Meeting, Chief Executive Officer Pat Gelsinger and Intel's business leaders outlined key elements of the company's strategy and path for long-term growth. Intel's long-term plans will capitalize on transformative growth during an era of unprecedented demand for semiconductors. Among the presentations, Intel announced product roadmaps across its major business units and key execution milestones, including: Accelerated Computing Systems and Graphics, Intel Foundry Services, Software and Advanced Technology, Network and Edge, Technology Development, More: For more from Intel's Investor Meeting 2022, including the presentations and news, please visit the Intel Newsroom and Intel.com's Investor Meeting site.

AR/VR device shipments revised up to 14.19 million units in 2022, with an annual growth rate of 43.9%, according to TrendForce research. Growth momentum will come from increased demand for remote interactivity stemming from the pandemic, as well as Oculus Quest 2's price reduction strategy. Microsoft HoloLens 2 and Oculus Quest 2 are first in market share for AR and VR, respectively.

According to TrendForce, the topic of the Metaverse has driven brands to actively plan for and stimulate product shipment performance. However, the AR/VR device market has yet to experienced explosive growth due to two factors: component shortages and the difficulty of developing new technologies. In addition, cosmetic and size considerations have made the more optically and technically difficult Pancake design the first choice for new high-end products. Furthermore, various embedded tracking feedback technologies key to enhancing the user's immersive experience such as eye tracking and 6DoF further affect the development progress of a new product as a whole. Since there are no new foreboding products on the horizon, TrendForce believes, no other branded products have a chance at supplanting the current mainstream status of Oculus or Microsoft until at least 2023.

Intel's Alder Lake CPUs started the wave of hybrid designs spanning the consumer sector with high-performance P-cores and high-efficiency E-cores combined to make a mixed design work. And it seems like the replacement for it is already in progress, as the next-generation Intel "Raptor Lake" processors are continuing enablement in the Linux kernel. This next-generation Raptor Lake design will arrive towards the end of this year, and the software ecosystem is already preparing for its arrival. According to the report from Phoronix, audio support for Intel Raptor Lake processors has been added to the Linux kernel 5.18.

As the report points out, the enablement work is no different since days of Skylake, where adding new IDs to the driver gets the job done. However, what is interesting is that Raptor Lake is slowly getting the entire software ecosystem support functional. This shows with Linux kernel 5.17, where Raptor Lake-S Gen 12-based graphics card received initial software support. As the software matures, full support for Raptor Lake will come, especially as we enter the later months of 2022, when the next generation is supposed to arrive.

WDC recently stated that certain materials were contaminated in late January at NAND Flash production lines in Yokkaichi and Kitakami, Japan which are joint ventures with Kioxia, according to TrendForce's investigations. Before this incident, TrendForce had forecast that the NAND Flash market will see a slight oversupply the entire year and average price from Q1 to Q2 will face downward pressure. However, the impact of WDC's material contamination issue is significant and Samsung's experience during the previous lockdown of Xi'an due to the pandemic has also retarded the magnitude of the NAND Flash price slump. Therefore, the Q1 price drop will diminish to 5~10%. In addition, according to TrendForce, the combined WDC/Kioxia NAND Flash market share in the 3Q21 was as high as 32.5%. The consequences of this latest incident may push the price of NAND Flash in Q2 to spike 5~10%.

The contaminated products in this incident are concentrated in 3D NAND (BICS) with an initial estimate of 6.5exabytes (approximately 6,500M GB) affected. According to TrendForce, damaged bits account for 13% of the group's output in 1Q22 and approximately 3% of the total output for the year. The normal production schedule for the entire line has yet to be confirmed. It is worth noting that the damages announced by WDC likely do not account for total losses stemming for this event and the number of damaged Kioxia parts has not been aggregated, so the total number of affected bits may increase further.

NVIDIA's long-awaited acquisition of Arm Ltd. is collapsing, confirm Financial Times and Reuters. According to the latest information, the deal is not happening, and the previously agreed terms are no longer valid. As we now know, NVIDIA will have to pay Softbank (Arm's owner) a break-up fee of $1.25 billion, which was the deal that the two settled on if the acquisition fails. NVIDIA has originally planned to purchase Arm for $40 billion. However, the regulators from UK and EU have been blocking the deal from happening on the terms that it would hurt competition and block innovation.

What is next for Arm Ltd. is to go public and list itself on one of the world's biggest stock exchanges, either domestically or overseas in the US. The IPO efforts of Arm are estimated to be worth around $80 billion, representing a double amount of what NVIDIA wanted to purchase the company for.Update 08:35 UTC: Here is the official press release from NVIDIA and Softbank below:

From 2020 to 2025, the compound annual growth rate (CAGR) of 12-inch equivalent wafer capacity at the world's top ten foundries will be approximately 10% with the majority of these companies focusing on 12-inch capacity expansion, which will see a CAGR of approximately 13.2%, according to TrendForce's research. In terms of 8-inch wafers, due to factors such as difficult to obtain equipment and whether capacity expansion is cost-effective, most fabs can only expand production slightly by means of capacity optimization, equating to a CAGR of only 3.3%. In terms of demand, the products primarily derived from 8-inch wafers, PMIC and Power Discrete, are driven by demand for electric vehicles, 5G smartphones, and servers. Stocking momentum has not fallen off, resulting in a serious shortage of 8-inch wafer production capacity that has festered since 2H19. Therefore, in order to mitigate competition for 8-inch capacity, a trend of shifting certain products to 12-inch production has gradually emerged. However, if shortages in overall 8-inch capacity is to be effectively alleviated, it is still necessary to wait for a large number of mainstream products to migrate to 12-inch production. The timeframe for this migration is estimated to be close to 2H23 into 2024.

The European High Performance Computing Joint Undertaking (EuroHPC JU) has launched 3 new research and innovation projects. The projects aim to bring the EU and its partners in the EuroHPC JU closer to developing independent microprocessor and HPC technology and advance a sovereign European HPC ecosystem. The European Processor Initiative (EPI SGA2), The European PILOT and the European Pilot for Exascale (EUPEX) are interlinked projects and an important milestone towards a more autonomous European supply chain for digital technologies and specifically HPC.

With joint investments of €140 million from the European Union (EU) and the EuroHPC JU Participating States, the three projects will carry out research and innovation activities to contribute to the overarching goal of securing European autonomy and sovereignty in HPC components and technologies, especially in anticipation of the European exascale supercomputers.

Intel Corporation today reported fourth-quarter and full-year 2021 financial results. The company also announced that its board of directors approved a cash dividend increase of five percent to $1.46 per share on an annual basis. The board declared a quarterly dividend of $0.365 per share on the company's common stock, which will be payable on March 1 to shareholders of record as of February 7.

"Q4 represented a great finish to a great year. We exceeded top-line quarterly guidance by over $1 billion and delivered the best quarterly and full-year revenue in the company's history," said Pat Gelsinger, Intel CEO. "Our disciplined focus on execution across technology development, manufacturing, and our traditional and emerging businesses is reflected in our results. We remain committed to driving long-term, sustainable growth as we relentlessly execute our IDM 2.0 strategy."

Just a few days ago, we reported that Intel is preparing to unveil the company's first application-specific integrated circuit (ASIC) dedicated to mining cryptocurrency. To be more specific, Intel plans to show off its "Bonanza Mine" ASIC at the 2022 ISSCC Conference, describing the chip as "ultra low-voltage energy-efficient Bitcoin mining ASIC." We have yet to see how this competes with other industry-made ASICs like the ones from Bitmain. However, it seems like the startup company GRIID, valued at around $3.3 billion, thinks that the Bonanza Mine ASIC is the right choice and has entered a definitive supply agreement with Intel.

According to the S-4 filing, GRIID has "entered into a definitive supply contract with Intel to provide ASICs that we expect to fuel our growth. The initial order will supply units to be delivered in 2022 and GRIID will have access to a significant share of Intel's future production volumes." There are a few other mentions of Intel in the document, and you can see another exciting tidbit below.

Server processors tend to be one of the most profitable businesses for AMD and Intel. Thus, investment groups and analysts closely monitor happenings in the server and data center world. A report from Mizuho Securities (investment bank) Managing Director Jordan Klein states that many upcoming changes on the server processor front are coming this year. Mr. Klein cites sources over at Insupur Systems, one of the most prominent server vendors. More precisely, Dolly Wu is the VP and GM of Datacenter/Cloud at Inspur. According to the report, AMD and Intel will change their strategy in the server market going forward in 2022.

As far as AMD is concerned, the company plans to increase the pricing of its EPYC processors by 10-30%. This increase should be a bit easier on the strategic cloud customers. The report also indicates that as the demand far exceeds the supply of EPYC processors, AMD increases prices and makes a "take it or leave it" offer, resulting in most customers accepting the increased costs. Another interesting tidbit from the report was the talk about Intel. The blue team laid out its strategy to launch highly-anticipated Sapphire Rapids Xeons in Q2 of 2022. However, it will maybe get delayed to Q3 of 2022. Intel doesn't plan to increase prices to remain competitive with AMD, so the server space will see Intel fighting to regain the lost market share.

Due to the pandemic, laptops shipments reached a record high of 240 million units in 2021, according to TrendForce's investigations. However, the market has been abuzz recently and, as the global population of the fully vaccinated has exceeded 50%, relevant demand driven by the pandemic is expected to gradually weaken. Shipment volume will decrease by 3.3% year-on-year, revised down slightly to 238 million units. Chromebooks will account for approximately 12.3% of shipment volume, though it accounted for approximately 15.2% in 2021. The momentum of shipments has slowed down significantly which indicates that demand derived from the economic effect of remote working and teaching has subsided.

During the CES 2022 keynote, we have witnessed NVIDIA update its GeForce RTX 30 series family with GeForce RTX 3050 and RTX 3090 Ti. However, this is not an end to NVIDIA's updates to the Ampere generation, as we now hear industry sources from Wccftech suggest that we could see a GeForce RTX 3080 GPU with 12 GB of GDDR6X VRAM enabled, launched as a separate product. Compared to the regular RTX 3080 that carries only 10 GB of GDDR6X, the new 12 GB version is supposed to bring a slight bump up to the specification list. The GA102-220 GPU SKU found inside the 12 GB variant will feature 70 SMs with 8960 CUDA, 70 RT cores, and 280 TMUs.

This represents a minor improvement over the regular GA102-200 silicon inside the 8 GB model. However, the significant difference is the memory organization. With the new 12 GB model, we have a 384-bit memory bus allowing GDDR6X modules to achieve a bandwidth of 912 GB/s, all while running at 19 Gbps speeds. The overall TDP will also receive a bump to 350 Watts, compared to 320 Watts of the regular RTX 3080 model. For more information regarding final clock speeds and pricing, we have to wait for the alleged launch date - January 11th.

AMD's Ryzen 7000 series of desktop processors based on the novel Zen 4 core architecture are scheduled to arrive in the second half of 2022. While we are not sure just how big the architectural differences will be going from Zen 3 (with or without 3D V-cache) to the new Zen 4 core, we have some leaked information that confirms the existence of two SKUs that reveal additional details about the processor configuration. In the MilkyWay@Home project, aiming to create a model of the Milky Way galaxy by utilizing countless PCs across the globe, we found two next-generation Ryzen 7000 SKUs. The MilkyWay@Home project isn't a benchmark. However, it is a valuable reference where the next generation processors appeared.

First in line is the 100-000000666-21_N CPU, a codename for an eight-core, sixteen-threaded design. This model should correspond to the AMD Ryzen 7 7800X CPU, a successor to the Ryzen 7 5800X model. Next in line is the 100-000000665-21_N CPU with 16 cores and 32 threads, a successor to the Ryzen 9 5950X named Ryzen 9 7950X. One important thing to note is that these new CPUs feature different level two (L2) cache configurations. With the previous generation 5000 series "Vermeer" processors, the L2 cache was locked at 512 KB per core. However, according to today's leak, the upgraded Zen 4 IP will bring 1024 KB of L2 cache per core, doubling the cache size at one of the fastest levels.

The Entertainment Software Association (ESA) has announced that the 2022 edition of the famous Electronics Entertainment Expo (E3) show will once again occur in a digital venue. The decision has been justified due to the current Omicron infection waves sweeping across most of the world, and while recent studies place Omicron as a less severe variant, its extremely high infection rates should still give decision makers pause.

Interestingly, the ESA still hasn't confirmed the date in which this digital E3 is to take place - something the association always did at the close of each edition. Reports state that the decision to hold a digital-only event for 2022 might have been taken even before the current Omicron surge, and perhaps as early as last year. Should E3 2022 occur in an online format, this will be the second time this happens since the event's first edition back in 1995. In all these years, E3 has only ever been fully canceled in 2020, the year that COVID-19 was declared a pandemic.

Phanteks debuts a host of new products for the upcoming year at CES 2022 - The brand new Evolv Shift XT Mini-ITX Chassis and Revolt SFX Power Supplies, Matte White Editions for the Evolv X & Eclipse P600S Chassis, white SK PWM D-RGB Fans, white AMP Power Supply and a complete range of Gen4 PCIe Riser Cables and Gen4 Vertical GPU Bracket.

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