According to The Information, in a strategic maneuver to circumvent the constraints imposed by US sanctions, Huawei is accelerating efforts to establish domestic production capabilities for High Bandwidth Memory (HBM) within China. This move addresses the limitations that have hampered the company's advancements in AI and high-performance computing (HPC) sectors. HBM technology plays a pivotal role in enhancing the performance of AI and HPC processors by mitigating memory bandwidth bottlenecks. Recognizing its significance, Huawei has assembled a consortium comprising memory manufacturers backed by the Chinese government and prominent semiconductor companies like Fujian Jinhua Integrated Circuit. This consortium is focused on advancing HBM2 memory technology, which is crucial for Huawei's Ascend-series processors for AI applications.

Huawei's initiative comes at a time when the company faces challenges in accessing HBM from external sources, impacting the availability of its AI processors in the market. Despite facing obstacles such as international regulations restricting the sale of advanced chipmaking equipment to China, Huawei's efforts underscore China's broader push for self-sufficiency in critical technologies essential for AI and supercomputing. By investing in domestic HBM production, Huawei aims to secure a stable supply chain for these vital components, reducing reliance on external suppliers. This strategic shift not only demonstrates Huawei's resilience in navigating geopolitical challenges but also highlights China's determination to strengthen its technological independence in the face of external pressures. As the global tech landscape continues to evolve, Huawei's move to develop homegrown HBM memory could have far-reaching implications for China's AI and HPC capabilities, positioning the country as a significant player in the memory field.

The US government is investigating the potential national security risks associated with China's involvement in the development of open-source RISC-V chip technology. According to a letter obtained by Reuters, the Department of Commerce has informed US lawmakers that it is actively reviewing the implications of China's work in this area. RISC-V, an open instruction set architecture (ISA) created in 2014 at the University of California, Berkeley, offers an alternative to proprietary and licensed ISAs like those developed by Arm. This open-source ISA can be utilized in a wide range of applications, from AI chips and general-purpose CPUs to high-performance computing applications. Major Chinese tech giants, including Alibaba and Huawei, have already embraced RISC-V, positioning it as a new battleground in the ongoing technological rivalry between the United States and China over cutting-edge semiconductor capabilities.

In November, a group of 18 US lawmakers from both chambers of Congress urged the Biden administration to outline its strategy for preventing China from gaining a dominant position in RISC-V technology, expressing concerns about the potential impact on US national and economic security. While acknowledging the need to address potential risks, the Commerce Department noted in its letter that it must proceed cautiously to avoid unintentionally harming American companies actively participating in international RISC-V development groups. Previous attempts to restrict the transfer of 5G technology to China have created obstacles for US firms involved in global standards bodies where China is also a participant, potentially jeopardizing American leadership in the field. As the review process continues, the Commerce Department faces the delicate task of balancing national security interests with the need to maintain the competitiveness of US companies in the rapidly evolving landscape of open-source chip technologies.

A recent Reuters investigation has uncovered evidence suggesting Chinese universities and research institutes may have circumvented US sanctions on high-performance NVIDIA GPUs by purchasing servers containing the restricted chips. The sanctions tightened on November 17, 2023, prohibit the export of advanced NVIDIA GPUs like the consumer GeForce RTX 4090 to China. Despite these restrictions, Reuters found that at least ten China-based organizations acquired servers equipped with the sanctioned NVIDIA GPUs between November 20, 2023, and February 28, 2024. These servers were purchased from major vendors such as Dell, Gigabyte, and Supermicro, raising concerns about potential sanctions evasion. When contacted by Reuters, the companies provided varying responses.

Dell stated that it had not observed any instances of servers with restricted chips being shipped to China and expressed willingness to terminate relationships with resellers found to be violating export control regulations. Gigabyte, on the other hand, stated that it adheres to Taiwanese laws and international regulations. Notably, the sale and purchase of the sanctioned GPUs are not illegal in China. This raises the possibility that the restricted NVIDIA chips may have already been present in the country before the sanctions took effect on November 17, 2023. The findings highlight the challenges in enforcing export controls on advanced technologies, particularly in the realm of high-performance computing hardware. As tensions between the US and China continue to rise, the potential for further tightening of export restrictions on cutting-edge technologies remains a possibility.

After two years of decline, the worldwide traditional PC market returned to growth during the first quarter of 2024 (1Q24) with 59.8 million shipments, growing 1.5% year over year, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Growth was largely achieved due to easy year-over-year comparisons as the market declined 28.7% during the first quarter of 2023, which was the lowest point in PC history. In addition, global PC shipments finally returned to pre-pandemic levels as 1Q24 volumes rivaled those seen in 1Q19 when 60.5 million units were shipped.

With inflation numbers trending down, PC shipments have begun to recover in most regions, leading to growth in the Americas as well as Europe, the Middle East, and Africa (EMEA). However, the deflationary pressures in China directly impacted the global PC market. As the largest consumer of desktop PCs, weak demand in China led to yet another quarter of declines for global desktop shipments, which already faced pressure from notebooks as the preferred form factor.

On March 29th, the United States announced another round of updates to its export controls, targeting advanced computing, supercomputers, semiconductor end-uses, and semiconductor manufacturing products. These new regulations, which took effect on April 4th, are designed to prevent certain countries and businesses from circumventing U.S. restrictions to access sensitive chip technologies and equipment. Despite these tighter controls, TrendForce believes the practical impact on the industry will be minimal.

The latest updates aim to refine the language and parameters of previous regulations, tightening the criteria for exports to Macau and D:5 countries (China, North Korea, Russia, Iran, etc.). They require a detailed examination of all technology products' Total Processing Performance (TPP) and Performance Density (PD). If a product exceeds certain computing power thresholds, it must undergo a case-by-case review. Nevertheless, a new provision, Advanced Computing Authorized (ACA), allows for specific exports and re-exports among selected countries, including the transshipment of particular products between Macau and D:5 countries.

According to ChinaScope, an effort is currently underway to strengthen Huawei's HarmonyOS platform's presence. The local government of Shenzhen has unveiled an ambitious program aimed at supercharging the development of native applications for the operating system. The "Shenzhen Action Plan for Supporting the Development of Native HarmonyOS Open Source Applications in 2024" outlines several key goals to foster a more robust and competitive ecosystem around HarmonyOS. One primary objective is for Shenzhen-based HarmonyOS apps to account for over 10% of China's total by the end of 2024. To facilitate this, the city plans to establish at least two specialized industrial parks dedicated to HarmonyOS software development across various application domains.

Furthermore, the initiative calls for over 1,000 software companies in Shenzhen to obtain HarmonyOS development talent qualifications, underscoring the city's commitment to cultivating a skilled workforce for the platform. Perhaps most impressively, the action plan encourages eligible companies to ramp up their outsourcing services for HarmonyOS app development, with a lofty target of reaching 500,000 HarmonyOS developers. This would represent a significant influx of developer talent focused on the platform if achieved. The Shenzhen government's push aligns with China's broader strategy to reduce reliance on foreign technologies and promote the adoption of domestic alternatives like HarmonyOS. While initially launched by Huawei as a workaround for U.S. sanctions, HarmonyOS has since expanded to power many devices, including smartphones, tablets, smartwatches, and TVs.

MSI brought back its Gaming Duke line of graphics cards with a GeForce RTX 4060 model meant for the Chinese market. The Duke line of graphics cards have historically held the bottom-end of the company's custom-design product stack, and the same appears to be the case with the new card. The RTX 4060 Gaming Duke looks long and premium, thanks to its 2-slot, triple-fan cooling solution that uses a slender aluminium fin-stack heatsink. MSI has given this cooler its webbed TorX fans that guide all their airflow axially. There are some decent aesthetic touches such as a carbon fiber-print cooler shroud, and a metal backplate. There is no RGB lighting on offer, except a white illuminated MSI logo on the top. The card sticks to NVIDIA reference clock speeds of 2460 MHz boost, and 17 Gbps (GDDR6-effective) memory.

Arm China is making strides in the AI accelerator market with its new neural processing unit (NPU) called Zhouyi. The company aims to integrate the NPU into low-cost domestic CPUs, potentially giving it an edge over competitors like AMD and Intel. Initially a part of Arm Holdings, which licensed IP in China, Arm China took on a new strategy of developing its own IP specifically for Chinese customers a few years ago. While the company does not develop high-performance general-purpose cores, its Zhouyi NPU could become a fundamental building block for affordable processors. A significant step forward is the upcoming addition of an open-source driver for Zhouyi to the Linux kernel. This will make the IP easy to program for software developers, increasing its appeal to chip designers.

Being an open-source driver, the integration in the Linux kernel brings assurance to developers that Zhouyi NPU could be the first in many generations from Arm China. While Zhouyi may not directly compete with offerings from AMD or Intel, its potential for widespread adoption in millions of devices could help Arm China acquire local customers with their IP. The project, which began three years ago with a kernel-only driver, has since evolved into a full driver stack. There is even a development kit board called EAIDK310, powered by Rockwell SoC and Zhouyi NPU, which is available on Aliexpress and Amazon. The integration of AI accelerator technology into the Linux ecosystem is a significant development, though there is still work to be done. Nonetheless, Arm China's Zhouyi NPU and open-source driver are essential to making AI capabilities more accessible and widely available in the domestic Chinese market.

NVIDIA's GeForce RTX 4090 D GPU was launched late last year in China—this weakened variant (of the standard RTX 4090) was designed with US trade regulations in mind. Chinese media outlets have toyed around with various custom models for several months—January 2024 evaluations indicated a 5% performance disadvantage when lined up against unrestricted models. The GeForce RTX 4090 D GPU is a potent beast despite a reduced core count and restricted TDP limit, but Chinese enthusiasts have continued to struggle with the implementation of worthwhile overclocks. HKEPC—a Hong Kong-situated PC hardware review outlet—has bucked that trend.

The mega-sized flagship ZOTAC RTX 4090 D PGF model has the technical credentials to break beyond the expected overclock increase of "2 to 5%," courtesy of a powerful 28-phase power PCB design and 530 W max. TGP limit. The Expreview team pulled a paltry 3.7% extra bit of performance from ZOTAC China's behemoth. In contrast, HKEPC wrangled out some bigger numbers with a sampled ASUS ROG STRIX RTX 4090 GAMING OC graphics card—matching unrestricted variants: "it turns out that NVIDIA only does not allow AIC manufacturers to preset overclocking, but it does not restrict users from overclocking by themselves. After a high degree of overclocking adjustment, the ROG Strix RTX 4090 D actually has a way to achieve the performance level of the RTX 4090 FE."

Vastarmor's Radeon RX 7900 XTX Super Alloy custom model was revealed a while back (four months ago according to VideoCardz)—for whatever reason, it has taken a long time for finalized units to reach retail outlets in China. A newly discovered JD.com listing reveals an interesting price point of 6799 RMB (~$940)—given the Radeon RX 7900 XTX GPU's age at this point in time, Vastarmor has implemented quite a steep discount over the launch MSRP for Chinese markets (7999 RMB). The premium tier ARGB-appointed "Super Alloy" models sport substantial custom cooling solutions—clearly designed to temper higher boost clocks. VideoCardz has looked at the best Navi 31-based cards on the field: "(Vastarmor's latest) is actually among the fastest models on the market. Currently, the highest boost clock for RX 7900 XTX is 2680 MHz, and it can be found on models like ASRock Taichi, Aqua, PowerColor Liquid Devil, or Sapphire Nitro+."

The RX 7900 XTX Super Alloy is one of the largest high-end gaming graphics cards out there—it is a triple-slot, 330 mm x 134 mm x 69 mm design. Strangely, Vastarmor's reference specced RX 7900 XTX Starry Sky model also sports a similarly-proportioned cooling solution. ZOTAC's Prime Gamer Force (PGF) OC design remains triumphant in terms of stupendous dimensions—check out these digits: 381 mm (L) x 154 mm (W) x 74 mm (D)! ZOTAC PGF cards are Chinese market exclusives—much like Vastarmor's best offerings—only the most hardcore/deep-pocked enthusiasts outside of the PRC will be importing these vast gaming hardware delights.

Earlier today, Dutch Prime Minister Mark Rutte met with China's President Xi Jinping—fresh reportage has focused on their discussion of technological trade restrictions. Holland's premier had to carefully navigate the conversation around recent global tensions, most notably the prevention of fancy ASML chipmaking equipment reaching the Chinese mainland. CCTV (China's state broadcaster) selected a couple of choice quotes for inclusion in an online report—Xi remarked that: "the Chinese people also have the right to legitimate development, and no force can stop the pace of China's scientific and technological development and progress." Specific manufacturers and types of machinery were not mentioned during the meeting between state leaders, but media interpretations point to recent ASML debacles being entirely relevant, given the context of international relationships.

ASML is keen to keep Chinese firms on its order books—according to AP News: "China became ASML's second-largest market, accounting for 29% of its revenue as firms bought up equipment before the licensing requirement took effect." Revised licensing agreements have stymied the supply of ASML most advanced chipmaking tools—Chinese foundries have resorted to upgrading existing/older equipment (backed by government funding) in efforts to stay competitive with international producers. Semiconductor Manufacturing International Corporation (SMIC) is reportedly racing to get natively designed EUV machines patented (in co-operation with Huawei). Post-meeting, Rutte commented (to press) on the ongoing technology restrictions: "what I can tell you is that... when we have to take measures, that they are never aimed at one country specifically, that we always try to make sure that the impact is limited, is not impacting the supply chain, and therefore is not impacting the overall economic relationship."

Canalys anticipates that China's PC (excluding tablets) market will rebound to 3% growth in 2024 and 10% growth in 2025, primarily fueled by refresh demand from the commercial sector. The tablet market is expected to grow by 4% in both 2024 and 2025, benefiting from increasing penetration as digitalization deepens.

"2024 is expected to bring modest relief to a struggling PC market in China, but a challenging environment will remain," said Canalys Analyst Emma Xu. "Ongoing economic structural adjustments are a key priority as the government seeks new avenues for economic growth, with a core focus on technology-driven innovation. AI emerged as a central theme during the latest 'Two Sessions' in China, with enthusiasm for AI spanning commercial entities and government initiatives aimed at establishing a domestic AI ecosystem across industries. Significant opportunities for the PC industry are set to arise from this commercial push, especially as it coincides with the upcoming device refresh and the emergence of AI-capable PCs."

The Orange Pi Neo handheld gaming PC was first exhibited in Europe earlier in the year—where the Manjaro Linux team handed out demo units to attendees of FOSDEM. The initial batch of Orange Pi Neo handhelds were specced with AMD's ubiquitous Ryzen 7 7840U "Phoenix" mobile APU, but a recent official launch event—in China—revealed a new-gen alternative. The Manjaro Linux social media account summarized this weekend presentation: "we launched Orange Pi Neo in Shenzhen. The Ryzen 7 7840U model (16 GB/512 GB) will be 4099 CNY / 499 USD and Ryzen 7 8840U (16 GB/512 GB) model starts at 4499 CNY / 599 USD."

The newly unveiled price points have been deemed quite reasonable and competitive—when lined up against the nearest competition. The Manjaro Linux distribution could be a sticking point for more discerning OS-heads, but alternative operating routes could be outlined by online communities in the near future. The $599 AMD "Hawk Point" Ryzen 7 8840U-based option seems to be slightly overpriced, when you consider the marginal performance improvements it levies when compared to the very similarly appointed Ryzen 7 7840U APU. The "modernized" processor nets you a more potent XDNA NPU, but both product generations house Team Red's Radeon 780M iGPU. Orange Pi and Manjaro are likely testing the waters with an initial Chinese market launch—we hope to see a wider global rollout in the coming months.

According to a report by the Financial Times, China has banned the use of Intel and AMD chips in government computers. The decision, which aims to reduce reliance on foreign technology and boost domestic semiconductor production, is expected to have far-reaching implications for the global tech industry and geopolitical relations. The Chinese government has instructed PC suppliers to replace foreign-made CPUs with domestic alternatives in all government computers within the next two years. This directive is part of China's broader strategy to achieve self-sufficiency in critical technologies and reduce its vulnerability to potential supply chain disruptions or geopolitical tensions. The ban on Intel and AMD chips is likely to significantly impact the two companies, as China represents a substantial market for their products.

However, the move also presents an opportunity for Chinese semiconductor manufacturers like Loongson and Sunway to expand their market share and accelerate the development of their next-generation chip technologies. By reducing its dependence on foreign technology, China aims to strengthen its position in the global tech landscape and mitigate the risks associated with potential sanctions or export controls. As China pushes for self-sufficiency in semiconductors, the global technology industry will likely experience a shift in supply chains and increased competition from Chinese manufacturers. This development may also prompt other countries to reevaluate their reliance on foreign technology and invest in domestic production capabilities, potentially leading to a more fragmented and competitive global tech market.

Vastarmor is a relatively young graphics card manufacturer and AMD board partner (since the RDNA 2 days)—their Alloy product range was updated with new Radeon RX 7800 XT and RX 7700 XT triple-fan "PRO" models last September. VideoCardz has discovered a new dual-fan "non-PRO" white variant—the Vastarmor RX 7700 XT Alloy White 12 GB. TPU's GPU database entry lists a release date of August 25—according to the VideoCardz report, Vastarmor has not settled on final pricing or an official launch date. The standard black (with small red accents) RX 7700 XT Alloy model did reach Chinese retailers last year—the pale variant is predicted to cost about the same, or demand a slight premium over the black version.

Specifications remain consistent across both—according to VideoCardz: "Vastarmor has verified that the card maintains a base clock of 1784 MHz, a game clock of 2276 MHz, and a boost clock that reaches up to 2600 MHz (an overclock of 2.2% for boost). Despite its compact size, measuring at 26.3 x 13.2 cm, the card demands three slots due to its thickness of 5.6 cm. Power-wise, it relies on standard 8-pin power connectors, installed in pairs." The factory-set overclocks are identical to the numbers designated to Vastarmor's RX 7700 XT Alloy PRO model, although their triple-fan design is slightly slimmer. The longer design accommodates a 90 mm fan, positioned between two 100 mm units.

InnoGrit's low-wattage 12 nanometer IG5666 controller popped up on the T-FORCE GE PRO PCIe 5.0 SSD series earlier in the year, but attention has turned to another consumer-grade design. Parent company—Yingren Technology—is not well known outside of China, although its InnoGrit brand has started to make inroads within Western markets. The enterprise-level YRS900 PCIe 5.0 SSD controller was announced last September—this open-source RISC-V-based solution was designed/engineered to "align with U.S. export restrictions." According to cnBeta and MyDrivers reports, a new YRS820 controller has successfully reached the mass production phase. This is a PCIe 5.0 consumer-grade controller, likely derived from its big sibling (YRS900).

According to InnoGrit presentation material, their new model is based on: "RISC-V instruction architecture, adopts a 4-channel PCIe 5.0 interface, is equipped with 8 NAND flash memory channels, supports NVMe 2.0 protocol, has an interface transmission rate of 2667MT/s, can be paired with 3D TLC/QLC, and supports a maximum capacity of up to 8 TB." Company representatives stated that the YRS820 controller is destined to be fitted on high-end consumer parts—the AI PC market segment is a key goal, since the YRS820 is able to: "accelerate data processing for specific applications and have high stability, consistency and security." cnBeta highlighted some anticipated performance figures: "YRS820 achieves sequential read 14 GB/s, sequential write 12 GB/s, random read and random write up to 2000K IOPs and 1500K IOPs respectively." InnoGrit did not reveal a release timetable, since their latest consumer-grade controller is going through a validation process. The company is currently collaborating with domestic NAND flash memory and DRAM manufacturers, as well as other industry bodies.

According to Bloomberg's latest investigation, Huawei and Semiconductor Manufacturing International Corporation (SMIC) have submitted patents on the self-aligned quadruple patterning (SAQP) pattern etching technique to enable SMIC to achieve 5 nm semiconductor production. The two Chinese giants have been working with the Deep Ultra Violet (DUV) machinery to develop a pattern etching technique allowing SMIC to produce a node compliant with the US exporting rules while maintaining the density improvements from the previously announced 7 nm node. In the 7 nm process, SMIC most likely used self-aligned dual patterning (SADP) with DUV tools, but for the increased density of the 5 nm node, a doubling to SAQP is required. In semiconductor manufacturing, lithography tools take multiple turns to etch the design of the silicon wafer.

Especially with smaller nodes getting ever-increasing density requirements, it is becoming challenging to etch sub-10 nm designs using DUV tools. That is where Extreme Ultra Violet (EUV) tools from ASML come into play. With EUV, the wavelengths of the lithography printers are 14 times smaller than DUV, at only 13.5 nm, compared to 193 nm of ArF immersion DUV systems. This means that without EUV, SMIC has to look into alternatives like SAQP to increase the density of its nodes and, as a result, include more complications and possibly lower yields. As an example, Intel tried to use SAQP in its first 10 nm nodes to reduce reliance on EUV, which resulted in a series of delays and complications, eventually pushing Intel into EUV. While Huawei and SMIC may develop a more efficient solution for SAQP, the use of EUV is imminent as the regular DUV can not keep up with the increasing density of semiconductor nodes. Given that ASML can't ship its EUV machinery to China, Huawei is supposedly developing its own EUV machines, but will likely take a few more years to show.

AMD's Beijing AI PC Innovation Summit served as introduction point for a Chinese market launch of "Hawk Point" Ryzen 8040 mobile series and 8000G desktop processors—news coverage has, so far, focused on that rollout as well as a teasing of next-gen "Strix Point" processors. HXL/9550pro has put a spotlight on an easy-to-miss presentation slide—their social media post revealed the existence of new budget-friendly Ryzen 8000F CPUs. Team Red seems to be preparing two China-exclusive SKUs: Ryzen 7 8700F and Ryzen 5 8400F—not many details were revealed on-stage, so reporters have played a guessing game with speculated technical information. Industry experts believe that the 8700F is an iGPU-less version of AMD's "Hawk Point" Ryzen 7 8700G APU—utilizing the same 8 core and 16 thread configuration, but missing the Radeon 780M integrated graphics solution.

The lower-end SKU is a more perplexing product, since AMD did not elaborate much during "budget" product unveilings—VideoCardz put its thinking hat on for this one: "meanwhile, the 8400F might be harder to guess, as the name sits between 8500G and 8300G, both featuring vastly different configurations. An educated guess would be 6 cores and 12 threads, possibly with two Zen 4 and four Zen 4c cores." The "F" model suffix gained attention last year—courtesy of Team Red's Ryzen 5 7500F CPU. This iGPU-less "Raphael" Zen 4 SKU was initially released as a Chinese market exclusive, but eventually headed West as an option for system integrators.

Chinese e-commerce and cloud giant Alibaba announced its plans to launch a server-grade RISC-V processor later this year, and it showcased a RISC-V-powered laptop running an open-source operating system. The announcements were made by Alibaba's research division, the Damo Academy, at the recent Xuantie RISC-V Ecological Conference in Shenzhen. The upcoming server-class processor called the Xuantie C930, is expected to be launched by the end of 2024. While specific details about the chip have not been disclosed, it is anticipated to cater to AI and server workloads. This development is part of Alibaba's ongoing efforts to expand its RISC-V portfolio and reduce reliance on foreign chip technologies amidst US export restrictions. To complement the C930, Alibaba is also preparing a Xuantie 907 matrix processing unit for AI, which could be an IP block inside an SoC like the C930 or an SoC of its own.

In addition to the C930, Alibaba showcased the RuyiBOOK, a laptop powered by the company's existing T-Head C910 processor. The C910, previously designed for edge servers, AI, and telecommunications applications, has been adapted for use in laptops. Strangely, the RuyiBOOK laptop runs on the openEuler operating system, an open-source version of Huawei's EulerOS, which is based on Red Hat Linux. The laptop also features Alibaba's collaboration suite, Ding Talk, and the open-source office software Libre Office, demonstrating its potential to cater to the needs of Chinese knowledge workers and consumers without relying on foreign software. Zhang Jianfeng, president of the Damo Academy, emphasized the increasing demand for new computing power and the potential for RISC-V to enter a period of "application explosion." Alibaba plans to continue investing in RISC-V research and development and fostering collaboration within the industry to promote innovation and growth in the RISC-V ecosystem, lessening reliance on US-sourced technology.

Chinese custom chassis specialist, Xikii, has opened pre-orders for a new FF04 model—this classy ￥3599 (~$500) box has been designed to match the aesthetic theme of ASUS ProArt graphics cards. 3DCenter.org was impressed with the company's premium-priced work, following a discovery by Western readers (on Reddit). The site's social media account expressed some appreciation—the Xikii FF04 chassis set is a "9.8 liter case built around a single GPU; ASUS ProArt RTX 4070 Ti. Even the contour of the case matches the curve of the GPU shroud."

Xikii's product page includes a bunch of slick marketing shots and a promo video—all showing off a sample unit. Redditors noticed that the first batch of FF04 cases has already sold out—the company anticipates a shipping out date somewhere within an April 15 to 30 window. VideoCardz has eyeballed all available data, and surmised that several "RTX 40 ProArt models (4080, 4070 and 4060 series)" are suitably proportioned to fit in Xikii's purpose-built chassis—these: "have the same dimensions of 300x120x50 mm. This may explain why this design made any sense, you can certainly fit more than one model into this case, just keep in mind that a suitable power supply is needed for higher-end models." Xikii will offer an "external split water-cooling adapter module" as an optional item in the near future—they predict a price of 180 yuan (~$25).

An unusual memory configuration has been spotted on an HONOR MagicBook Pro 16 AI laptop—Golden Pig Upgrade (via Weibo) has shared a brief snippet of footage from a Task Manager session. It confirms that non-binary symmetrical LPDDR5(X) memory is now operating within portable Windows 11 devices, at least in China. Crucial 12 GB capacity DDR5 SODIMM products were uncovered a couple of days ago—at the time, tech enthusiasts wondered whether other options were due in the near future. Recent Geekbench Browser entries have unveiled several "HONOR DRA-XX" Intel Core Ultra-powered devices that sport 24 GB memory configurations.

Manufacturers have been deliberating over new 12 GB, 24 GB, and 48 GB standards for roughly two years—we witnessed the release of commercial desktop products last year. It has taken longer for OEM options to arrive, but HONOR seems to be pioneering a rollout within the slimline laptop segment. VideoCardz has analyzed Golden Pig Upgrade's short clip—they believe that the demoed MagicBook Pro 16 (dual-channel) has a soldered-on: "total capacity of 24 GB based on LPDDR5X technology. Instead of relying on SODIMM modules, this laptop has eight individual memory chips, each with a capacity of 3 GB, totaling 24 GB of LPDDR5X-6400 memory." Upcoming enthusiast-class portable systems—with quadruple SODIMM slot setups—could be fitted with maximum 48 GB capacities. The latest developments signal a pleasing breakaway from traditional laptop system memory limits of 16 and 32 GB.

According to the latest report by Reuters, the US government is preparing to announce a multi-billion dollar grant for Intel's chip manufacturing operations in Arizona next week, possibly worth more than $10 billion. US President Joe Biden and Commerce Secretary Gina Raimondo will make the announcement, which is part of the 2022 CHIPS and Science Act aimed at expanding US chip production and reducing dependence on China and Taiwan manufacturing. The exact amount of the grant has yet to be confirmed, but rumors suggest it could exceed $10 billion, making it the most significant award yet under the CHIPS Act. The funding will include grants and loans to bolster Intel's competitive position and support the company's US semiconductor manufacturing expansion plans. This comes as a surprise just a day after the Pentagon reportedly refused to invest $2.5 billion in Intel as a part of a secret defense grant.

Intel has been investing significantly in its US expansion, recently opening a $3.5 billion advanced packaging facility in New Mexico, supposed to create extravagant packaging technology like Foveros and EMIB. The chipmaker is also expanding its semiconductor manufacturing capacity in Arizona, with plans to build new fabs in the state. Arizona is quickly becoming a significant hub for semiconductor manufacturing in the United States. In addition to Intel's expansion, Taiwan Semiconductor Manufacturing Company (TSMC) is also building new fabs in the state, attracting supply partners to the region. CHIPS Act has a total funding capacity of $39 billion allocated for semiconductor production and $11 billion for research and development. The Intel grant will likely cover the production part, as Team Blue has been reshaping its business units with the Intel Product and Intel Foundry segments.

ZOTAC Technology Limited, a global leader in innovative technology solutions, expands its product portfolio with the GPU Server Series. The first series of products in ZOTAC's Enterprise lineup offers organizations affordable and high-performance computing solutions for a wide range of demanding applications, from core-to-edge inferencing and data visualization to model training, HPC modeling, and simulation.

The ZOTAC series of GPU Servers comes in a diverse range of form factors and configurations, featuring both Tower Workstations and Rack Mount Servers, as well as both Intel and AMD processor configurations. With support for up to 10 GPUs, modular design for easier access to internal hardware, a high space-to-performance ratio, and industry-standard features like redundant power supplies and extensive cooling options, ZOTAC's enterprise solutions can ensure optimal performance and durability, even under sustained intense workloads.

SMIC, China's largest semiconductor manufacturer, is reportedly assembling a dedicated team to develop 3 nm semiconductor node technology, following reports of the company setting up 5 nm chip production for Huawei later this year. This move is part of SMIC's efforts to achieve independence from foreign companies and reduce its reliance on US technology. According to a report from Joongang, SMIC's initial goal is to commence operations of its 5 nm production line, which will mass-produce Huawei chipsets for various products, including AI silicon. However, SMIC is already looking beyond the 5 nm node. The company has assembled an internal research and development team to begin work on the next-generation 3 nm node.

The Chinese manufacturer is expected to accomplish this using existing DUV machinery, as ASML, the sole supplier of advanced EUV technology, is prohibited from providing equipment to Chinese companies due to US restrictions. It is reported that one of the biggest challenges facing SMIC is the potential for low yields and high production costs. The company is seeking substantial subsidies from the Chinese government to overcome these obstacles. Receiving government subsidies will be crucial for SMIC, especially considering that its 5 nm chips are expected to be up to 50 percent more expensive than TSMC's due to the use of older DUV equipment. The first 3 nm wafers from SMIC are not expected to roll out for several years, as the company will prioritize the commercialization of Huawei's 5 nm chips. This ambitious undertaking by SMIC represents a significant challenge for the company as it strives to reduce its dependence on foreign semiconductor technology and establish itself as an essential player in the global manufacturing industry.

Taiwan's Commercial Times has published coverage of a newly launched TSMC recruitment drive—proceedings kicked off last weekend with company representatives heading to the National Taiwan University campus. On the second of March, TSMC set up an outdoor booth on the grounds of Taipei's public research university—where the national comprehensive institute organized a Talent Recruitment Enterprise Expo. Unsurprisingly, TSMC recruiters are seeking potential "talents with high enthusiasm for semiconductors." Ctee's reporter found out that Taiwan's premier foundry is expecting to: "recruit approximately 6,000 new colleagues in Taiwan in 2024, including engineers and technicians." TSMC is reportedly responding to business growth and technology development demands—so much so, that its native manufacturing plants require a fresh influx of workers.

According to Ctee's report, TSMC's March recruitment tour is due to snake through Taiwan and then head over to mainland China: "Tsinghua University, National Cheng Kung University, National Yang-Ming Jiaotong University, Central China University, Zhongxing University, Zhongshan, National Chung Cheng University, Beijing University of Science and Technology, etc., totaling 19 physical activities and four online talent recruitment briefings." A parallel "2024 DNA Summer Internship Program" has also been rolled out: "inviting interested students to join and use internships to personally experience the environment and culture of TSMC." The company's growing global layout also provides opportunities for new employees to work overseas—the article highlights TSMC's newly opened semiconductor fabrication plant in Kumamoto Prefecture, Japan as the preferred choice for "internal employees." The multinational firm's Arizona facilities did not get a shout out, despite recent good news. Reports from mid-2023 suggest that TSMC's core values are at odds with North American work culture.