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China Ramps Up Semiconductor Imports Ahead of Export Restrictions

China has sharply increased imports of semiconductor manufacturing equipment in recent months, customs data reveals. The country's purchases of chip production tools surged to record highs of nearly $5 billion in June and July, a 70% increase versus the same period last year, which amounted to $2.9 billion. The spike comes right before export restrictions on advanced chipmaking equipment are implemented by the U.S. and its allies. The moves aim to slow China's technological advancement, but Chinese chipmakers are stockpiling to avoid disruptions. Much of the equipment comes from the Netherlands and Japan, which have imposed licensing requirements on certain tool exports. While it's unclear how many are affected, the rush suggests China wants to expand production capacity and buffer against supply chain issues.

Chinese firms like SMIC and YMTC rely heavily on U.S., Dutch, and Japanese suppliers for cutting-edge manufacturing equipment. They are utilizing imported tools to boost the output of mature chips not subject to controls, particularly for electric vehicles, renewable energy, and industrial applications. Significantly, imports from the Netherlands doubled as lithography machines were delivered to Chinese foundries. Purchases from Japan also rose as companies procured etching tools and wafer coaters after 2020 U.S. restrictions. Newly established foundries backed by local governments contributed as Beijing pushed chip production expansions. Despite export control challenges, China aims to keep advancing its semiconductor capabilities. The import spike highlights intensified efforts to build self-sufficiency using older technology not covered by current limits.

Minisforum PC Features Ryzen 9 7945HX3D and External GPU Interface

During its "Xiamen HighFun" event in China, Minisforum announced the latest addition to its compact series of gaming PCs, this time with no official name. The 6-liter system, code-named "Project RPFXI" for Intel and "Project DRFXI" for AMD, will support up to 100 W TDP and utilize the most powerful Ryzen CPU, the Ryzen 9 7945HX3D. This hybrid mobile/desktop processor combines the desktop-level performance of 16 Zen 4 cores with 144 MB of 3D V-cache, all within a 55 W power limit. Minisforum confirmed the 7945HX3D would be available in the AMD platform version, positioned as a premium model compared to the existing 7945HX system.

Interestingly, the GPU support is literally external, as the potential GPU needs to be attached to the outside part of the case, which is then secured using screws. The case could accommodate the fastest GPUs like NVIDIA GeForce RTX 4090 with a powerful enough power supply. The 6-liter mini PC is expected to launch in late 2023, either in 24-core Intel (HX line) configuration, of 16-core AMD configuration.

Chinese Exascale Sunway Supercomputer has Over 40 Million Cores, 5 ExaFLOPS Mixed-Precision Performance

The Exascale supercomputer arms race is making everyone invest their resources into trying to achieve the number one spot. Some countries, like China, actively participate in the race with little proof of their work, leaving the high-performance computing (HPC) community wondering about Chinese efforts on exascale systems. Today, we have some information regarding the next-generation Sunway system, which is supposed to be China's first exascale supercomputer. Replacing the Sunway TaihuLight, the next-generation Sunway will reportedly boast over 40 million cores in its system. The information comes from an upcoming presentation for Supercomputing 2023 show in Denver, happening from November 12 to November 17.

The presentation talks about 5 ExaFLOPS in the HPL-MxP benchmark with linear scalability on the 40-million-core Sunway supercomputer. The HPL-MxP benchmark is a mixed precision HPC benchmark made to test the system's capability in regular HPC workloads that require 64-bit precision and AI workloads that require 32-bit precision. Supposedly, the next-generation Sunway system can output 5 ExaFLOPS with linear scaling on its 40-million-core system. What are those cores? We are not sure. The last-generation Sunway TaihuLight used SW26010 manycore 64-bit RISC processors based on the Sunway architecture, each with 260 cores. There were 40,960 SW26010 CPUs in the system for a total of 10,649,600 cores, which means that the next-generation Sunway system is more than four times more powerful from a core-count perspective. We expect some uArch and semiconductor node improvements as well.

Smugglers Caught with 780 Intel CPUs Worth Over $137,000

Recently, Chinese customs at Gongbei Port, which connects Macau and Zhuhai, made a significant interception: 780 Intel processors that smugglers were attempting to sneak in. Smugglers in China are known for their innovative tactics to bypass customs. There are many ways that these smugglers try to avoid paying customs, and that is strapping these goods on themselves. In this latest incident, the smugglers chose a seemingly clever approach by stashing the processors within a cross-border bus's engine. But passing through metal detectors with such a hefty amount of metal is risky, and even creative disguises can't shield processors from keen-eyed detectors.

After examining its digital imagery, the Gongbei Port customs officials grew suspicious of the bus. A detailed engine inspection unveiled the smuggled goods: 780 Intel processors, cleverly hidden. The estimated value of the seized items is over one million yuan, approximately $137,341. Although the exact models of the confiscated chips are not entirely clear, they appear to be from the 12th Generation Alder Lake or 13th Generation Raptor Lake series. China's vast grey market for computer components is both a boon and a bane. While CPUs, GPUs, and SSDs are available at tempting prices, these deals often lack the manufacturer's warranty. So, while the initial savings might seem appealing, the absence of warranty poses risks that could offset those initial benefits in the long run.

China Hosts 40% of all Arm-based Servers in the World

The escalating challenges in acquiring high-performance x86 servers have prompted Chinese data center companies to accelerate the shift to Arm-based system-on-chips (SoCs). Investment banking firm Bernstein reports that approximately 40% of all Arm-powered servers globally are currently being used in China. While most servers operate on x86 processors from AMD and Intel, there's a growing preference for Arm-based SoCs, especially in the Chinese market. Several global tech giants, including AWS, Ampere, Google, Fujitsu, Microsoft, and Nvidia, have already adopted or developed Arm-powered SoCs. However, Arm-based SoCs are increasingly favorable for Chinese firms, given the difficulty in consistently sourcing Intel's Xeon or AMD's EPYC. Chinese companies like Alibaba, Huawei, and Phytium are pioneering the development of these Arm-based SoCs for client and data center processors.

However, the US government's restrictions present some challenges. Both Huawei and Phytium, blacklisted by the US, cannot access TSMC's cutting-edge process technologies, limiting their ability to produce competitive processors. Although Alibaba's T-Head can leverage TSMC's latest innovations, it can't license Arm's high-performance computing Neoverse V-series CPU cores due to various export control rules. Despite these challenges, many chip designers are considering alternatives such as RISC-V, an unrestricted, rapidly evolving open-source instruction set architecture (ISA) suitable for designing highly customized general-purpose cores for specific workloads. Still, with the backing of influential firms like AWS, Google, Nvidia, Microsoft, Qualcomm, and Samsung, the Armv8 and Armv9 instruction set architectures continue to hold an edge over RISC-V. These companies' support ensures that the software ecosystem remains compatible with their CPUs, which will likely continue to drive the adoption of Arm in the data center space.

Pixelworks Launches IRX Gaming Experience Brand for Smartphones

Pixelworks, Inc., a leading provider of innovative visual processing solutions, today announced the official launch of its new IRX gaming experience brand. As a brand targeted at smartphone users, IRX is grounded on Pixelworks' mobile visual processing solutions and coupled with in-depth game tuning services. This combination leverages Pixelworks' expertise to achieve ultra-smooth gaming experience and the highest picture quality for different types of games on mobile devices. In addition, it exercises effective control of power consumption, latency and other performance variables to ensure stable and long-lasting gaming with optimal visual performance, providing end users with unparalleled mobile gaming experiences.

The IRX gaming experience is enabled by a portfolio of technology advantages and product application experiences based on the Company's innovative distributed rendering architecture. More specifically, Pixelworks' ultra-low latency MotionEngine technology, low power super-resolution technology, AI Always-on HDR and other technologies bring optimized rendering capabilities to smartphones that exceed what can be achieved by a traditional chipset. Together with Pixelworks' profound tuning experience for different games on various mobile devices the result is a meaningfully enriched visual experience for smartphone users, which is the core foundation for the IRX gaming experience.

PowerColor & Sapphire Launch Custom Radeon RX 7900 GRE Cards

PowerColor has today revealed the Red Devil Radeon RX 7900 GRE 16 GB graphics card, which appears to look like a slimmer version of its existing siblings—the more powerful Red Devil RX 7900 XT and 7900 XTX. We have experienced a steady flow of news relating to AMD's new Golden Rabbit Edition GPU—with benchmark results released by review outlets in China, as well as a closer look at an unshrouded example. It was previously reported that Team Red would not be producing a reference model—VideoCardz now believes that XFX will be announcing itself as the primary manufacturing partner for said card.

Sapphire's custom equivalent was leaked earlier this week—a NITRO+ Lite-esque shroud design was unboxed and photographed ahead of today's official reveal. At the time of writing Sapphire has not published a product page for its brand new RX 7900 GRE model, but retail units are available to buy from their official store on JD.com. This NITRO+ variant is going for 5499 RMB (~$769), roughly $27 on top of AMD's official MSRP. PowerColor has not announced any pricing for the Red Devil RX 7900 GRE, but it has the same clock speeds—2050 MHz (game) & 2395 MHz (boost)—as the NITRO+. VideoCardz stated that these factory produced settings: "likely represent the highest configuration suggested by AMD."

AMD's Radeon RX 7900 GRE Gets Benchmarked

AMD's China exclusive Radeon RX 7900 GRE has been put through its paces by Expreview and the US$740 equivalent card should in short not carry the 7900-series moniker. In most of the tests, the card performs like a Raden RX 6950 XT or worse, with it being beaten by the Radeon RX 6800 XT in 3D Mark Fire Strike, even if it's only by the tiniest amount. Expreview has done a fairly limited comparison, mainly pitching the Radeon RX 7900 GRE against the Radeon RX 7900 XT and NVIDIA's GeForce RTX 4070, where it loses by a mile towards AMD's higher-end GPU, which by no means was unexpected as this is a lower tier product.

However, when it comes the GeForce RTX 4070, AMD struggles to keep up at 1080p, where NVIDIA takes home the win in games like The Last of US Part 1 and Diablo 4. In games like F1 22 and Assassin's Creed Hall of Valor, AMD is only ahead by a mere percentage point or less. Once ray tracing is enabled, AMD only wins in F1 22 and it's by less than one percent again and Far Cry 6, where AMD is almost three percent faster. Moving up in resolution, the Radeon RX 7900 GRE ends up being a clear winner, most likely partially due to having 16 GB of VRAM and at 1440p the GeForce RTX 4070 also falls behind in most of the ray traced game tests, if only just in most of them. At 4K the NVIDIA card can no longer keep up, but the Radeon RX 7900 GRE isn't really a 4K champion either, dropping under 60 FPS in more resource heavy games like Cyberpunk 2077 and The Last of Us Part 1. Considering the GeForce RTX 4070 Ti only costs around US$50 more, it seems like it would be the better choice, despite having less VRAM. AMD appears to have pulled an NVIDIA with this card, which at least performance wise, seems to belong in the Radeon RX 7800 segment. The benchmark figures also suggests that the actual Radeon RX 7800 cards won't be worth the wait, unless AMD prices them very competitively.

Update 11:45 UTC: [Editor's note: The official MSRP from AMD appears to be US$649 for this card, which is more reasonable, but the performance still places this in in a category lower than the model name suggests.]

AMD Radeon RX 7900 GRE Could be Introduced at ChinaJoy 2023 Conference

AMD's Chinese office has announced that company representatives will be present at this year's ChinaJoy event—their Weibo social media account confirmed that: "from July 28th to July 31st, 2023, in Hall E6 of Shanghai New International Expo Center, super hardcore and mega cool AMD hardware will be on the scene, bringing you a fast and fun gaming experience. We are looking forward to meeting you!" ITHome thinks that the timing of this announcement points to a possible official unveiling of the Radeon RX 7900 GRE (Golden Rabbit Edition) on the showroom floor.

The publication has cited a tip provided by the one and only momomo_us—the Chinese market exclusive Golden Rabbit Edition will be released tomorrow, which lines up with ChinaJoy 2023's kick off time. Recent leaks have revealed that the 84 Compute Units + 16 GB configured graphics card is a new SKU, sitting below the RX 7900 XT in Team Red's Radeon RDNA 3 hierarchy. It seems to be "built on the mysterious Navi 31 + Navi 32 hybrid GPU." Additionally, ITHome reports that AMD has partnered up with ASUS, and will be exhibiting ROG Moba 7 Plus series laptops (sporting Ryzen Dragon Range APUs) at the Shanghai event.

Report: ASUS to Start Production of GPUs With No External Power Connectors

We witnessed an exciting concept during the Computex 2023 show in late May. ASUS has developed a GPU without an external power connector called GC_HPWR. Unlike current solutions, this connection type doesn't require additional cables. Using the GC_HPWR means that power is being supplied directly from the motherboard and that these special-edition GPUs also require special-edition motherboards. Thanks to the latest information from the Bilibili content creator Eixa Studio, attending Bilibili World 2023 exhibition in Shanghai, China, we have information that ASUS is preparing mass production of these zero-cable GPU solutions. Scheduled to enter mass production in Fall, ASUS plans to deliver these GPUs and accompanying motherboards before the year ends.

Additionally, it is worth noting that the motherboard lineup is called Back To Future (BTF), and the first GPU showcased was the GeForce RTX 4070 Megalodon. The PSU connectors are placed on the back side of the BTF board, while the CG_HPWR connector sits right next to the PCIe x16 expansion slot and looks like a PCIe x1 connector. You can see images of both products below.

Machenike Reportedly Exhibited Next Generation Intel Core-based Systems at Bilibili World

According to a short article released by ITHome, Machenike, a popular Chinese PC hardware company displayed several interesting Intel CPU-based systems at the Bilibili World exhibition (in Shanghai). The manufacturer confirmed (to the reporter) that their next generation hardware will be hitting the market within the next three months, which coincides with the rumored launch of Intel 14th Gen Core Raptor Lake-Refresh desktop K-series SKUs.

Exhibited material implied that Machenike's upcoming PCs—arriving in the form of a "LIGHT-05" desktop tower, mini models and laptops—could be among the first batch of systems to support PCIe Gen 5 storage (as standard). Potential buyers could be attracted to next-gen machines offering access to faster NVMe SSD, on top of rumored higher core counts provided by the Raptor Lake Refresh. ITHome believes that a number of the mini-PCs at Machenike's booth were already running on Raptor Lake Refresh or (Core rebrand) Meteor Lake processors.

Techland Announces Tencent's Majority Investment in the Studio

Techland CEO Pawel Marchewka stated earlier today: "Dear Gamers, I want to share some really exciting news that will mark the start of a new chapter of Techland's history. Techland has been a huge part of my life for more than 30 years now and it is something I truly cherish. Techland is our games, the amazing team behind them, and you, the people playing these games. You're the reason why we're making them. Whenever I think about the future of Techland, I want the best for our games, the team, and you. And while I am very proud of our achievements as an independent studio over all these years, I believe the best is yet to come.

We dream of turning Dying Light into the ultimate zombie game experience for players worldwide, providing you with multiple astonishing adventures and pushing the boundaries of solo and online modes to a totally new level. Our open world action-RPG in a fantasy setting is already shaping up to become something truly special, and the goal here is to make sure it will live up to the expectations for our first new IP in almost a decade. Can we make these dreams come true? Yes, we can. But what we realized is that the best, boldest dreams can only be achieved while working side-by-side with like-minded friends and strong partners, who share the same vision, passion, and have the willingness to back it up with their knowledge, experience, and capabilities.

Semiconductor Bosses Discussed China Trade Restrictions with US Government

According to various news sources, CEOs from Intel, NVIDIA and Qualcomm have been holding meetings with representatives of the US government—with the topic of discussion reportedly being the escalation of semiconductor import restrictions placed on China. AMD was notably absent from Monday's proceedings, due to Dr. Lisa Su attending to business matters in Taiwan. Commerce Secretary Gina Raimondo, National Economic Council director Lael Brainard and National Security Council director Jake Sullivan were alleged to have met with industry leaders.

Chipmakers have expressed worry about new restrictions coming into effect within the next couple of week—the latest negotiations could have touched on some sort of provision for leading silicon manufacturers. The US government believes that by limiting China's access to cutting-edge technology, it will bolster national security interests—with the Chinese military not being able to develop competitive defense systems. The Semiconductor Industry Association stated on Monday that: "overly broad, ambiguous and at times unilateral restrictions risk diminishing the US semiconductor industry's competitiveness, disrupting supply chains, causing significant market uncertainty and prompting continued escalatory retaliation by China." Intel, NVIDIA and Qualcomm did not provide any comments to press outlets following the conclusion of their meetings with senior government officials. It is speculated that Qualcomm is set to lose the most trade following the implementation of stricter rules—Bloomberg proposes that 60% of the firm's business revenue comes from Chinese territories.

Samsung's 3 nm GAA Process Identified in a Crypto-mining ASIC Designed by China Startup MicroBT

Semiconductor industry research firm TechInsights said it has found that Samsung's 3 nm GAA (gate-all-around) process has been incorporated into the crypto miner ASIC (Whatsminer M56S++) from a Chinese manufacturer, MicroBT. In a Disruptive Technology Event Brief exclusively provided to DIGITIMES Asia, TechInsights points out that the significance of this development lies in the commercial utilization of GAA technology, which facilitates the scaling of transistors to 2 nm and beyond. "This development is crucial because it has the potential to enhance performance, improve energy efficiency, keep up with Moore's Law, and enable advanced applications," said TechInsights, identifying the MicroBT ASIC chip the first commercialized product using GAA technology in the industry.

But this would also reveal that Samsung is the foundry for MicroBT, using the 3 nm GAA process. DIGITIMES Research semiconductor analyst Eric Chen pointed out that Samsung indeed has started producing chips using the 3 nm GAA process, but the capacity is still small. "Getting revenues from shipment can be defined as 'commercialization', but ASIC is a relatively simple kind of chip to produce, in terms of architecture."

AMD Reportedly Prepping Special Radeon RX 7900 GRE Model for Chinese Market

A reference to an unreleased Radeon RX 7900 GRE GPU specced with 16 GB of VRAM appeared on distributed computing platforms last month. The unusual GRE acronym was a little bit puzzling, but ITHome has recently discovered that this could be the successor to an older GME (Golden Mouse Edition) card. AMD's Radeon RX 590 GME design was released back in March of 2020 to celebrate the year of the Rat or Mouse.

The Chinese zodiac sign for 2023 is the rabbit, hence AMD preparing a Golden Rabbit Edition (GRE) for that territory. ITHome proposes that this Radeon RX 7900 non-XT model could field a cut-down version of Team Red's Navi 31 GPU—with its Compute Unit count possibly reduced slightly below the standard 84 CUs, while an allocation of 16 GB of GDDR6 video memory gets coupled to a 256-bit interface (down from the XT's 20 GB and 320-bit). The short report does not provide any release date information or detailed specifications/features, but we can assume that the GRE is highly likely to arrive within the year it is intended to commemorate.

ThundeRobot Packs a 13th Gen Core Processor and RTX 4060 in 1.7 Liter Chassis

ThundeRobot, a major player in China's laptop market, is set to release a new PC console, the MIX, which shares striking similarities with Alienware's bygone Steam Machine. The console, equipped with Intel's 13th Gen Core CPU and Nvidia's RTX 4060 GPU, is set to debut on July 21st, predominantly targeting the Chinese market. Though not as familiar a brand outside Asia, ThundeRobot enjoys a significant market share in the region as the third-largest supplier of consumer notebooks and gaming peripherals. Its product catalog rivals brands like Asus and Razer, with offerings spanning custom-branded gaming notebooks to gaming monitors, keyboards, mice, and controllers.

The upcoming MIX console boasts a compact size, nearly 60% smaller than an Xbox Series S, at only 1.7 liters. Despite the uncertainty around whether the console's RTX 4060 GPU is a mobile or desktop variant, ThundeRobot brags that it would feature one or more of Intel's new 13th Gen Raptor Lake HX-series mobile CPUs. The console's matte black finish and triangular front-right indentation echo the design of Alienware's Steam Machine, suggesting that ThundeRobot may have drawn some inspiration from the Alienware console PC. Priced at around 6000 Yuan, approximately $830, the compact yet potent MIX console is expected to launch soon in China, with no current plans for release in the United States.

Report Suggests NVIDIA Prioritizing H800 GPU Production For Chinese AI Market

NVIDIA could be adjusting its enterprise-grade GPU production strategies for the Chinese market, according to an article published by MyDriver—despite major sanctions placed on semiconductor imports, Team Green is doing plenty of business with tech firms operating in the region thanks to an uptick in AI-related activities. NVIDIA offers two market specific accelerator models that have been cut down to conform to rules and regulations—the more powerful and expensive (250K RMB/~$35K) H800 is an adaptation of the western H100 GPU, while the A800 is a legal market alternative to the older A100.

The report proposes that NVIDIA is considering plans to reduce factory output of the A800 (sold for 100K RMB/~$14K per unit), so clients will be semi-forced into purchasing the higher-end H800 model instead (if they require a significant number of GPUs). The A800 seems to be the more popular choice for the majority of companies at the moment, with the heavy hitters—Alibaba, Baidu, Tencent, Jitwei and ByteDance—flexing their spending muscles and splurging on mixed shipments of the two accelerators. By limiting supplies of the lesser A800, Team Green could be generating more profit by prioritizing the more expensive (and readily available) model.

AMD Ryzen 7040H Series Exclusive to China, 7040HS Assigned to Regions Outside of PRC

AMD's laptop-oriented Ryzen 7040 series of Zen 4 processors APUs—based on 4 nm "Phoenix" monolithic silicon—have been slow to hit the market, but folks have had plenty of time to study spec sheets and press material. The presence of similar-ish 7040HS and 7040H product assignments (also sharing nearly identical specifications) has caused some confusion within the PC hardware community. Team Red has finally got round to explaining the significance of their -HS and -H identifiers—product pages were updated with new information this month, showing that the Ryzen 7040H series exists as a Chinese market exclusive. NA, EMEA, APJ, LATAM regions will be getting the closely related Ryzen 7040HS lineup instead. ASUS, Lenovo, and Machenike are set to launch new laptop models in China that will feature Ryzen 7040H APUs—VideoCardz found it interesting that "some of them will not have discrete graphics and will have a higher TDP of 65 W".

Intel Brings Gaudi2 Accelerator to China, to Fill Gap Created By NVIDIA Export Limitations

Intel has responded to the high demand for advanced chips in mainland China by bringing its processor, the Gaudi2, to the market. This move comes as the country grapples with US export restrictions, leading to a thriving market for smuggled NVIDIA GPUs. At a press conference in Beijing, Intel presented the Gaudi2 processor as an alternative to NVIDIA's A100 GPU, widely used for training AI systems. Despite US export controls, Intel recognizes the importance of the Chinese market, with 27 percent of its 2022 revenue generated from China. NVIDIA has also tried to comply with restrictions by offering modified versions of its GPUs, but limited supplies have driven the demand for smuggled GPUs. Intel's Gaudi2 aims to provide Chinese companies with various hardware options and bolster their ability to deploy AI through cloud and smart-edge technologies. By partnering with Inspur Group, a major AI server manufacturer, Intel plans to build Gaudi2-powered machines tailored explicitly for the Chinese market.

China's AI ambitions face potential challenges as the US government considers restricting Chinese companies access to American cloud computing services. This move could impede the utilization of advanced AI chips by major players like Amazon Web Services and Microsoft for their Chinese clients. Additionally, there are reports of a potential expansion of the US export ban to include NVIDIA's A800 GPU. As China continues to push forward with its AI development projects, Intel's introduction of the Gaudi2 processor helps country's demand for advanced chips. Balancing export controls and technological requirements within this complex trade landscape remains a crucial task for both companies and governments involved in the Chinese AI industry.

AMD Ryzen 5 7500F Seems to be Chinese Market Exclusive, Reportedly Launching Late July

The AMD Ryzen 5 7500F CPU has been popping up via various leaks—with no official announcements made despite photos, basic specifications and benchmark results appearing online. Tom's Hardware could not extract a comment directly from Team Red, so it pivoted to inside sources instead to find out more about the mysterious Zen 4 iGPU-less processor. The news site discovered that this model is very likely going to be a Chinese market exclusive—insiders reckon that it will be released closer to the end of this month. Retailers and e-tailers in the region are getting first dibs, with the Ryzen 5 7500F also made available to SIs (system integrators), so pre-built computers featuring this AM5 CPU could be released soon after.

Tom's Hardware believes that the: "Ryzen 5 7500F is very similar to the Ryzen 5 7600 and will operate with a 65 W TDP, and thus have slightly lower boost clock speeds than the 7600." It suspects that a recently published benchmark showing that single-core performance edges past the Ryzen 5 7600X (105 W TDP) is not all that accurate—these results should be "taken with a grain of salt." According to their verified sources, the Ryzen 5 7500F should "perform slightly slower than the regular 65 W Ryzen 5 7600 (non-X)." The article presents some hope that AMD is simply market testing the CPU prior to a possible USA rollout, but insiders indicate that company plans have the Ryzen 5 7500F marked for launch in China only.

AMD CEO Lisa Su Notes: AI to Dominate Chip Design

Artificial intelligence (AI) has emerged as a transformative force in chip design, with recent examples from China and the United States showcasing its potential. Jensen Huang, CEO of Nvidia, believes that AI can empower individuals to become programmers, while Lisa Su, CEO of AMD, predicts an era where AI dominates chip design. During the 2023 World Artificial Intelligence Conference (WAIC) in Shanghai, Su emphasized the importance of interdisciplinary collaboration for the next generation of chip designers. To excel in this field, engineers must possess a holistic understanding of hardware, software, and algorithms, enabling them to create superior chip designs that meet system usage, customer deployment, and application requirements.

The integration of AI into chip design processes has gained momentum, fueled by the AI revolution catalyzed by large language models (LLMs). Both Huang and Mark Papermaster, CTO of AMD, acknowledge the benefits of AI in accelerating computation and facilitating chip design. AMD has already started leveraging AI in semiconductor design, testing, and verification, with plans to expand its use of generative AI in chip design applications. Companies are now actively exploring the fusion of AI technology with Electronic Design Automation (EDA) tools to streamline complex tasks and minimize manual intervention in chip design. Despite limited data and accuracy challenges, the "EDA+AI" approach holds great promise. For instance, Synopsys has invested significantly in AI tool research and recently launched Synopsys.ai, the industry's first end-to-end AI-driven EDA solution. This comprehensive solution empowers developers to harness AI at every stage of chip development, from system architecture and design to manufacturing, marking a significant leap forward in AI's integration into chip design workflows.

8P+16E Die Could be Exclusive to Intel 14th Gen Core-HX Lineup

Golden Pig Upgrade, a Chinese PC hardware content creator, has issued more Intel-related insider info via their Bilibili page. Their short post claims that the Intel 14th Gen Core-HX series (aka enthusiast grade laptop Raptor Lake Refresh SKUs) will be based on 8P+16E die configurations, said to replace all previously reported 8P+8E and 6P+0E setups. This improved HX lineup could provide a nice upgrade over equivalent 13th Gen Core units, with larger L2 cache allocations and increased core counts.

A few examples are mentioned—the upcoming Core i7-14650HX sports an 8P+8E configuration, granting two extra performance cores when compared to the current gen equivalent 13650HX (6P+8E). The Core i5-14500HX could stick with the same configuration (6P+8E) as seen on the older 13500HX, but Golden Pig Upgrade believes that the former will be upgraded with a larger pool of L2 cache. Previous leaks have already pointed out higher-end 14th Gen Core i9 SKUs being based on the 8P+16E die configuration, with the possible offering of higher clocks and support for faster memory speeds. The Raptor Lake Refresh desktop lineup is expected to debut around mid-October, but insider information regarding HX has not yet pinpointed a firm launch period for high-end 14th Gen Core laptop/mobile SKUs.

NVIDIA DRIVE Orin SoC Key Component in XPENG G6 Coupe SUV

China electric vehicle maker XPENG Motors has announced its new G6 coupe SUV—featuring an NVIDIA-powered intelligent advanced driver assistance system—is now available to the China market. The G6 is XPENG's first model featuring the company's proprietary Smart Electric Platform Architecture (SEPA) 2.0, which aims to reduce development and manufacturing costs and shorten R&D cycles since the modular architecture will be compatible with future models.

The electric SUV also features the XPENG Navigation Guided Pilot (XNGP), a full scenario-based intelligent assisted driving system. It's powered by the cutting-edge NVIDIA DRIVE Orin compute and XPENG's full-stack software developed in-house. The XNGP system first made its debut in the EV maker's flagship G9 SUV, touting a safe, reliable, advanced driving experience behind the wheel.

Major Foundries Not Too Concerned About China's Restrictions on Rare Metal Exports

China announced on Monday (June 3) that it would restrict exports of two rare metals——both crucial materials in the computer chip manufacturing process. The nation's Ministry of Commerce stated that their new measures were necessary to "safeguard national security and interests". The Chinese government is contending with several sanctions from Western countries—most notably their access to advanced semiconductor manufacturing equipment is now heavily controlled. Reuters has contacted a number of foundries about the potential impact of rare material shipment limitations. Taiwan Semiconductor Manufacturing Company (TSMC) has shrugged it off as a minor inconvenience, their spokesperson stated: "After evaluation, we do not expect the export restrictions on raw materials gallium and germanium will have any direct impact on TSMC's production. We will continue to monitor the situation closely."

WIN Semiconductors Corp—a Taiwanese firm that specializes in the provision of gallium arsenide wafers—informed the news agency about its low-level reliance on Chinese mineral sources. They are able to sidestep and procure gallium and germanium from suppliers located in Germany, Japan, and North America. The Japanese Semiconductor Equipment Association stated that it was too early to tell whether China's export restrictions will result in material shortages. Supply chains could be disrupted to some degree due to China controlling over 90% of the world's gallium and germanium production, but DigiTimes Asia proposes that new sanctions will not prohibit production and export activities. According to experts in the field supply lines will continue to operate, with buyers required to jump through some extra hoops in order to gain approval for certain market segments. The purification of gallium and germanium is mostly controlled by American and Japanese entities—the processed form of these metals is used in semiconductor production—DigiTimes reckons that these firms will probably feel the initial impact of new trade restrictions.

Sapphire Reveals White Design Radeon RX 6500 XT Polar Elves GPU

Sapphire has officially boarded the white PCB design train, a trend most popular within China's PC hardware market—the Hong Kong-based graphics card specialist is teasing its oddly named "Power Elves" custom cooling solution. They have decided to pair this new look with non-cutting edge silicon, namely AMD's Radeon RX 6500 XT GPU. The budget Navi 24 XT (RDNA 2) card looks to be cooled by a single fan and heatsink array housed within a shroud approximating a Mini-ITX form factor.

Sapphire appears to using its "Angular Velocity Fan Blade," as seen on its Radeon RX 7000-series PULSE and NITRO custom models, so it is somewhat odd that we are not seeing a new-ish RX 7600 GPU in fresh Polar Elves/all-white livery. Since the company is merely teasing this upcoming 4 GB model (at the time of writing) we can assume that it will be served by the normal single 8-pin power connector, and its name assignment suggests a factory overclock will be applied as standard.
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