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TSMC to Introduce Location Premium for Overseas Chip Production

As a part of its Q1 earnings call discussion, one of the largest semiconductor manufacturers, TSMC, has unveiled a strategic move to charge a premium for chips manufactured at its newly established overseas fabrication plants. During an earnings call, TSMC's CEO, C.C. Wei, announced that the company will impose higher pricing for chips produced outside Taiwan to offset the higher operational costs associated with these international locations. This move aims to maintain TSMC's target gross margin of 53% amidst rising expenses such as inflation and elevated electricity costs. This decision comes as TSMC expands its global footprint with new facilities in the United States, Germany, and Japan (JAMS) to meet the increasing demand for semiconductor chips worldwide. The company's new US-based Arizona facility, known as Fab 21, has faced delays due to equipment installation issues and labor negotiations.

Chips produced at this site, utilizing TSMC's advanced N5 and N4 nodes, could cost between 20% to 30% more than those manufactured in Taiwan. TSMC's strategy to manage the cost disparities across different geographic locations involves strategic pricing, securing government support, and leveraging its manufacturing technology leadership. This approach reflects the company's commitment to maintaining its competitive edge while navigating the complexities of global semiconductor manufacturing in today's fragmented market. Introducing a location premium is expected to impact American semiconductor designers, who may need to pass these costs on to specific market segments, particularly those with lower price sensitivity, such as government-related projects. Despite these challenges, TSMC's overseas expansion underscores its adaptive strategies in the face of global economic pressures and industry demands, ensuring its continued position as a leading player in the semiconductor industry.

Intel Postpones Planned Investments in Italy & France

Two years ago, Intel Corporation and the Italian Government initiated negotiations over the "enabling" of a new state-of-the-art back-end manufacturing facility—a potential investment of up to 4.5 billion euros was mentioned at the time. Italy's chipmaking fund was put together in order to attract several big semiconductor firms, but Team Blue appeared to be the primary target. This week, Minister Adolfo Urso confirmed to media outlets that Intel had: "given up or postponed its investments in France and Italy, compared with others that it plans in Germany." Intel has not commented on this announcement according to a Reuters report—a spokesperson declined to make a statement.

Italy's Business Minister stated that he will welcome a continuation of negotiations, if Intel leadership chooses to diversify its construction portfolio outside of Germany: "if it decides to complete those projects, we are still here." His nation is set to receive further investments, following a recent announcement from Silicon Box—the Singapore-headquartered advanced semiconductor packaging company has signed an up to €3.2 billion deal. Their new Italian facility will: "enable next generation applications in artificial intelligence (AI), high performance computing (HPC)," and other segments. Urso reckons that "there will be others in coming months." He also added that a ministry task force had conducted talks with unnamed Taiwanese groups.

The SEA Projects Prepare Europe for Exascale Supercomputing

The HPC research projects DEEP-SEA, IO-SEA and RED-SEA are wrapping up this month after a three-year project term. The three projects worked together to develop key technologies for European Exascale supercomputers, based on the Modular Supercomputing Architecture (MSA), a blueprint architecture for highly efficient and scalable heterogeneous Exascale HPC systems. To achieve this, the three projects collaborated on system software and programming environments, data management and storage, as well as interconnects adapted to this architecture. The results of their joint work will be presented at a co-design workshop and poster session at the EuroHPC Summit (Antwerp, 18-21 March, www.eurohpcsummit.eu).

NVIDIA GeForce RTX 40 SUPER Series GPUs Now Priced Below MSRP in Germany

Two months ago, NVIDIA introduced its GeForce RTX 40 SUPER series to the market, bringing a trio of models: RTX 4070 SUPER, RTX 4070 Ti SUPER, and RTX 4080 SUPER. Today, according to the report from ComputerBase, NVIDIA's latest trio has recorded a drop in pricing recently, and it now retails under MSRP in German stores. The RTX 4070 SUPER started with an MSRP of 659 Euros ($599 in the US) and is now available from 589 Euros. Its older brother, the GeForce RTX 4070 Ti SUPER, started with an MSRP listing of 889 Euros ($799 in the US) and is now retailing from 840 Euros. Lastly, the NVIDIA GeForce RTX 4080 SUPER has been listed at 1,109 Euros ($999 in the US) and is now retailing with a small discount at 1,092 Euros.

Once NVIDIA launched a new GPU generation, it became a custom for these cards to be retailed over their MSRP long before prices were adjusted and settled. However, with the latest SUPER refresh, this seems to be one of the fastest price adjustments. This could be caused by either an improvement in the supply chain or leveled supply and demand, making it so that these cards are finally trading below their launch-level MSRPs.

Moore Threads MTT S80 dGPU Struggles to Keep Up with Modern Radeon iGPUs

The Moore Threads MTT S80 first attracted wider media attention last summer due to it being introduced as the world's first PCIe Gen 5 gaming graphics card. Unfortunately, its performance prowess in gaming benchmarks did not match early expectations, especially for a 200 W TDP-rated unit with 4096 "MUSA" cores. Evaluators discovered that driver issues have limited the full potential of MTT GPUs—it is speculated that Moore Threads has simply repurposed existing PowerVR architecture under their in-house design: "Chunxaio." The Chinese firm has concentrated on driver improvements in the interim—mid-February experimentations indicated 100% performance boosts for MTT S80 and S70 discrete GPUs courtesy of driver version 240.90. Germany's ComputerBase managed to import Moore Threads MTT S80 and S30 models for testing purposes—in an effort to corroborate recently published performance figures, as disclosed by Asian review outlets.

The Moore Thread MTT S80—discounted down to $164 last October—was likely designed with MMO gamers in mind. VideoCardz (based on ComputerBase findings) discussed the card's struggles when weighed against Team Red's modern day integrated solutions: "S80 falls short when compared to the Ryzen 5 8600G, featuring the Radeon 760M iGPU with RDNA 3 graphics. A geometric mean across various titles reveals the S80's lag, but there are exceptions, like DOTA 2, where it takes the lead in framerate. It's clear that MTT GPUs (have a) less emphasized focus on supporting AAA titles." ComputerBase confirmed that DirectX 12 API support is still lacking, meaning that many popular Western games titles remain untested on the Moore Threads MTT S80 graphics card. The freshly launched entry-level MTT S30 card produced "1/4 of the performance" when compared to its flagship sibling.

Tulpar Preparing "Custom" Intel Arc A770 Model for Q3 2024 Launch

Tulpar, an emerging PC gaming hardware company, has been doing the rounds across several European tech events—they demoed Meteor Lake-powered handheld devices at last month's Intel Extreme Masters tour stop in Katowice, Poland. A Hardwareluxx Germany report presented evidence of the Turkish company expanding into graphics card market sectors—Tulpar exhibited their "customized" Intel Arc A770 16 GB model at a recent trade show in Berlin. Andreas Schilling, resident editor at Hardwareluxx, realized that Tulpar had simply rebadged and color adjusted ASRock's Arc A770 Phantom D OC card design.

Tulpar's product placard boasted about their own "3X Cooling System"—a thin renaming of the already well-known ASRock Phantom Gaming triple-fan cooling solution. Their reliance on OEM designs is not a major revelation—the Tulpar 7-inch handheld gaming PC appears to be based on an existing platform—somewhat similar to Emdoor's EM-GP080MTL. Company representatives estimate that their "first dedicated gaming GPU" will be hitting retail within the third quarter of this year. News outlets have questioned this curious launch window—first generation Intel Arc "Alchemist" graphics cards (released in late 2022) are a tough sell, even with a much improved driver ecosystem delivering significant improvements throughout 2023/2024. Tulpar could be targeting a super budget price point, since Team Blue has signalled that their next-gen "Battlemage" GPUs are due later on in the year.

German Customers Get First Dibs on MSI Claw

MSI could be staggering the launch of its Intel Core Ultra-powered Claw gaming handheld, depending on regional availability—VideoCardz has observed contradictory release date data through UK retail channels. A confusing scenario is presented with some listings mentioning March 20, although others outline various dates going into April. MSI's German e-store appears to be the first outlet to have Claw units "in stock," although the active listing indicates that orders will start shipping on March 5. The pre-orderable "Handheld CLAW A1M-036" seems to be the most basic out of MSI's three launch SKUs—€849 (~$921) bags you a model that sports Intel's Core Ultra 5 135H APU and 512 GB of storage.

Preview samples are out in the wild—YouTube reviewers and influencers have started to show off their pre-release units, but Western embargoes are still in effect at the time of writing. Fairly comprehensive comparison videos emerged just over two weeks ago—courtesy of the "Please, Xiao Fengfeng" Bilibili video channel. The MSI Claw (Ultra 7-155H version) was compared to a close handheld rival; an ASUS ROG Ally (Ryzen Z1 Extreme). Overall, the AMD APU-based Ally seemed to outperform MSI's plucky new entrant—it is possible that the latter was disadvantaged with immature chipset drivers. Intel and its hardware partners are attempting to catch up with Team Red's more widespread release of portable-oriented APU packages—another Meteor Lake-based handheld gaming system, Tulpar, was demoed at a recent Intel Extreme Masters event.

AMD Ryzen 7 8700GE Engineering Sample Compared to Standard 8700G APU

Last week, AMD's Ryzen 8000GE desktop APU lineup appeared online—four lower power (TDP of 35 W) SKUs are set to join the already released 65 W TDP AM5 "Hawk Point" family. GucksTV has acquired a flagship 8000GE model, albeit in engineering sample form—a Hong Kong-based Ebay Store lists "AMD Ryzen 7 8700GE ES Tray" processors. At the time of writing only one unit remains in stock, priced at $298.99 with the option for free international delivery. The "hugohk" shop appears to specialize in supplying all sorts of Team Red engineering sample CPUs. GucksTV's German language video review pitches the Ryzen 7 8700GE engineering sample against the finalized retail release Ryzen 7 8700 APU.

AMD has not made any official release date announcements regarding the leaked Ryzen 8000GE range, but VideoCardz believes that "expectations are high that these variants will hit the market soon through system integrators." The GucksTV comparison video shows that: "On average, the single-core of 8700GE performance drops by 5%, while multi-core is 17% below 8700G. For graphics, that's a 23% average drop in performance while requiring 52% less power." The reviewer noted that his engineering sample was not allowing access to memory OC profiles, until a motherboard BIOS update was implemented (most likely via Beta firmware)—granting 6400 MT/s instead of the normal JEDEC rate of 5200 MT/s. The test platform utilized an ASRock A620I Lightning WiFi Mini-ITX mainboard—finalized Ryzen 7 8700GE APUs could be ideal candidates for usage in quiet/low temperature compact form factor systems.

GlobalFoundries and Biden-Harris Administration Announce CHIPS and Science Act Funding for Essential Chip Manufacturing

The U.S. Department of Commerce today announced $1.5 billion in planned direct funding for GlobalFoundries (Nasdaq: GFS) (GF) as part of the U.S. CHIPS and Science Act. This investment will enable GF to expand and create new manufacturing capacity and capabilities to securely produce more essential chips for automotive, IoT, aerospace, defense, and other vital markets.

New York-headquartered GF, celebrating its 15th year of operations, is the only U.S.-based pure play foundry with a global manufacturing footprint including facilities in the U.S., Europe, and Singapore. GF is the first semiconductor pure play foundry to receive a major award (over $1.5 billion) from the CHIPS and Science Act, designed to strengthen American semiconductor manufacturing, supply chains and national security. The proposed funding will support three GF projects:

German Court Prohibits Intel Processor Sales Amid Patent Dispute

According to Financial Times, a regional court in Düsseldorf, Germany, created a significant setback for Intel on Wednesday, issuing an injunction prohibiting sales of some of its processors due to allegations they infringe on a patent held by R2 Semiconductor. R2, a technology firm based in Palo Alto, California, accused Intel of violating its patent related to processor voltage regulation. The ruling applies to Intel's 10th, 11th, and 12th generation Core processors, known as Ice Lake, Tiger Lake, and Alder Lake, as well as its Ice Lake Xeon server SKUs. Newer processors generations (13th, 14th, etc.) don't infringe the patent. Even though Intel noted that it plans to appeal the decision, the ramifications could extend beyond the company itself. Industry experts warn the court order could lead to a sweeping ban on products containing the disputed Intel chips, including laptops and pre-built PCs from major manufacturers like HP and Dell. R2 has waged an ongoing legal fight across multiple jurisdictions to defend its intellectual property.

After initially filing suit against Intel in the United States, R2 shifted its efforts to Germany and other European countries after its patent was invalidated stateside. Intel strongly denied R2's patent infringement claims, alleging the company's entire business model relies on extracting legal settlements through serial litigation. Intel believes the injunction serves only R2's financial interests while harming consumers, businesses, and the economy. The two firms traded barbs in official statements about the case. R2's CEO, David Fisher, rebuffed Intel's characterization of his company, saying it has only targeted Intel for infringement of its clear IP rights. As the war of words continues, the practical impact of the German court's decision remains uncertain, pending Intel's appeal. However, the preliminary injunction demonstrates the massive financial consequences at stake in battles over technological patents.

Lenovo HPC Infrastructure Powers Pre-Exascale Supercomputer Marenostrum 5 to Enable New Scientific Advances and Solve Global Challenges

Lenovo (HKSE: 992) (ADR: LNVGY) has today announced that the General Purpose Partition of the MareNostrum 5, a new pre-exascale supercomputer running on Lenovo's HPC infrastructure, has been classified as the top x86 general-purpose cluster on the recently published TOP500 list of the most powerful supercomputers globally.

Officially inaugurated at Barcelona Supercomputing Center on December 21st, MareNostrum 5 has been built for the European High Performance Computing Joint Undertaking (EuroHPC JU). The pre-exascale supercomputer will bolster the EU's mission to provide Europe with the most advanced supercomputing technology and accelerate the capacity for artificial intelligence (AI) research, enabling new scientific advances that will help solve global challenges. It aims to empower a wide range of complex HPC-specific applications, from climate research and engineering to material science and earth sciences, adeptly handling tasks that extend beyond the capabilities of cloud computing.

Enshrouded Attracts Over a Million Players Only Days After Launch

Greetings, Flameborn! In just four days, Enshrouded has attracted over a million players! We are completely blown away by its success and the overwhelmingly positive reception. From the bottom of our hearts, we want to thank all our players. We're excited to let you know that this is just the beginning for Enshrouded. We are looking forward to continuing the development of the game with your support, aiming to make Enshrouded the best game it can be.

We are back to work this week and working tirelessly on the next update. We would like to thank those of you who have sent suggestions and feedback, as well as those who have reached out to share issues they've encountered. There is a lot of you but this is the start of something we want to make truly special, and thanks to your support, we're well on our way to make it happen with Enshrouded. Once again, a heartfelt thank you to everyone! The Keen Team.

Beyerdynamic Unveils DT 770 PRO X Limited Edition Headphones

Celebrating its centennial, beyerdynamic—the preferred audio brand for musicians and studio professionals around the world—is embarking on a new chapter with the announcement of a limited-edition version of the classic DT 770 PRO. Handmade in Germany, the all-new DT 770 PRO X Limited Edition blends the reference-setting features of the DT 770 PRO with the dynamic STELLAR.45 driver system's flexibility and a detachable cable. Redefining studio gear for a new era, the DT 770 PRO X Limited Edition is now available for pre-order at Guitar Center and Sweetwater for $199, with wider availability to come later in the year.

FLEX MARKS THE SPOT.
In today's fluid landscape of music creation, having the flexibility to work with a variety of applications is paramount. The DT 770 PRO X Limited Edition features the convenience of a detachable Mini-XLR cable so you can move freely while you create. A recess in the headband padding also protects against the pressure-sensitive fontanelle, allowing you to wear the headphones for hours on end. With premium sound quality, replaceable parts, low impedance and high-wearing comfort, the DT 770 PRO X Limited Edition is tailor-made for studio professionals, artists, filmmakers, producers and more.

GeForce RTX 4080 SUPER Custom Model €1109 MSRPs Appear on German Webshop

European buyers are facing a baseline MSRP of €1109 for the upcoming GeForce RTX 4080 SUPER graphics card family, thanks to extra sales taxes affecting purchases in the region's various countries. North American customers are set to "enjoy" a more reasonable entry point of $999 come January 31, including various custom options from NVIDIA's board partners—ZOTAC lead the charge with their non-overclocked offerings matching Team Green's Founders Edition MSRP. A small selection of brave retailers have already delivered GeForce RTX 4080 SUPER graphics cards to customers, while others have simply gone live with their asking prices.

Germany's Notebooksbilliger (translation: cheaper laptops) online store has produced product pages for all sorts of custom GeForce RTX 4080 SUPER cards—prices start off at NVIDIA's €1109 baseline, and ramp up to a maximum of €1379 for the fanciest option (ASUS ROG STRIX RTX 4080 SUPER OC). A VideoCardz report focuses mostly on the cheapest products listed by Notebooksbilliger.de. Five non-overclocked custom designs sits at the bottom of the webshop's RTX 4080 SUPER pricing pile: ASUS TUF GAMING, GIGABYTE SUPER WINDFORCE, SUPER WINDFORCE V2, Inno3D X3 and ZOTAC's Trinity Black Edition. At the time of writing, Notebooksbilliger's customers cannot pre-order any of the listed GeForce RTX 4080 SUPER cards—the full checkout process could be unlocked early next week, a few days ahead of the official January 31 launch day.

Memory PC & Sapphire Reveal Special Edition PULSE RX 7800 XT

Memory PC GmbH has unveiled an exclusive reskin of Sapphire Technology's standard PULSE RX 7800 XT graphics card—the German e-tailer is advertising this special edition model as a "world first," with a design that is both "unique and eye-catching." We reckon that there is some marketing spiel + exaggeration in effect here, although Memory PC's branding, messaging and extra swathes of red and white do add up to be a more visually appealing package. Sapphire's PULSE card designs tend to focus on function rather than fancy livery—the normal PULSE RX 7800 XT card is almost entirely black, save for some red line accents on its shroud and backplate, plus white text on the twin cooling fans.

This special model sports white PULSE fans with abbreviated Memory PC logo branding, while the shroud has red and white stealth-effect polygonal patterning. This effect adorns almost the entire stretch of backplate, a pixellated heart graphic and a "WE LOVE GAMING" statement sit within an island of black. The Memory PC + Sapphire Technology Navi 32 XT GPU collaboration is only available in pre-built PC systems—starting at €999, with an AMD Ryzen 7 5700X build.

Intel NUC X15 Reference Laptop w/ Arc A730M GPU Available in Germany

Schenker Technologies GmbH's e-commerce platform, bestware.com, is now offering Intel's NUC X15 Laptop Kit with Core i7-12700H and dedicated Arc A730M graphics card, in addition to the laptops of the two own brands XMG and SCHENKER. The base configuration of the 2 kg light and well-equipped 15.6-inch notebook is available at a reduced price of €899 (~$963) for a limited time at launch.

Intel NUC X15 Arc combines Core i7-12700H with Arc A730M
Measuring 358.26 x 235 x 22.2 mm and weighing just 2 kg, the 15.6-inch Intel NUC X15 Arc positions itself among the light and slim laptops in its performance class. The display lid and top shell of the black chassis are aluminium; only the bottom shell and the display frame use plastic. Despite its compactness, the NUC 15 Arc offers high performance. Intel pairs a Core i7-12700H with 14 cores (6 performance, 8 efficiency cores) and 20 threads with a dedicated graphics card from its own Arc portfolio: The Arc A730M offers a generous 12 GB of GDDR6 memory and operates at a TGP of 75 watts.

Gigabyte Aorus Invites Gamers to Experience Next-Gen PC Gaming Hardware at Gamescom 2023

GIGABYTE, the world's leading computer brand, is excited to announce its gaming sub-brand AORUS' presence at Gamescom 2023 in Cologne, Germany. Under the exciting theme of AORUSVERSE, AORUS is set to showcase its latest cutting-edge technology, including state-of-the-art motherboards, powerful gaming and creator laptops, PC systems, and stunning 4K gaming monitors. Attendees can expect an immersive journey into the vast gaming world of AORUSVERSE.

As a true gaming heaven, the AORUS booth will be brimming with the latest gaming hardware for enthusiasts to explore. The centerpiece of the exhibit will be the highly-anticipated Z790 X series motherboards, with the enthusiast-grade Z790 MASTER X leading the way to power Intel's next-generation processor. Additionally, AORUS will proudly unveil the Red Dot Design Award 2023 award-winning M6 wireless gaming mouse, allowing attendees to get a hands-on experience with this exceptional peripheral.

TSMC is Building a $10B Fab In Germany

TSMC (TWSE: 2330, NYSE: TSM), Robert Bosch GmbH, Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY), and NXP Semiconductors N.V. (NASDAQ: NXPI) today announced a plan to jointly invest in European Semiconductor Manufacturing Company (ESMC) GmbH, in Dresden, Germany to provide advanced semiconductor manufacturing services. ESMC marks a significant step towards construction of a 300 mm fab to support the future capacity needs of the fast-growing automotive and industrial sectors, with the final investment decision pending confirmation of the level of public funding for this project. The project is planned under the framework of the European Chips Act.

The planned fab is expected to have a monthly production capacity of 40,000 300 mm (12-inch) wafers on TSMC's 28/22 nanometer planar CMOS and 16/12 nanometer FinFET process technology, further strengthening Europe's semiconductor manufacturing ecosystem with advanced FinFET transistor technology and creating about 2,000 direct high-tech professional jobs. ESMC aims to begin construction of the fab in the second half of 2024 with production targeted to begin by the end of 2027.

Leading Semiconductor Industry Players Join Forces to Accelerate RISC-V

Semiconductor industry players Robert Bosch GmbH, Infineon Technologies AG, Nordic Semiconductor, NXP Semiconductors, and Qualcomm Technologies, Inc., have come together to jointly invest in a company aimed at advancing the adoption of RISC-V globally by enabling next-generation hardware development.

Formed in Germany, this company will aim to accelerate the commercialization of future products based on the open-source RISC-V architecture. The company will be a single source to enable compatible RISC-V based products, provide reference architectures, and help establish solutions widely used in the industry. Initial application focus will be automotive, but with an eventual expansion to include mobile and IoT.

Sony Could Roll Out PlayStation 5 Summer Price Cuts Across More Territories

Sony has implemented a time limited price reduction for its PlayStation 5 Standard/Disc Edition console in Spain, Portugal, France and Italy—according to billbil-kun (writing for Dealabs magazine) the time limited summer promotion is going to reach Germany, Great Britain and the United States shortly. The campaign has been running since mid-July, and customers in eligible regions have (so far) enjoyed a €75 reduction, bringing the standard PS5 model's price down to as low as €450 (~$498). Dealabs believes that that some of these regional offers have already ended (as of July 24).

The article seems to source some insider information, with very specific discount figures presented for the next batch of participants—German customers are set to get the aforementioned standard European €75 reduction, bringing the PS5's price down to €474.99 (from €549.99). UK gamers get £75 off, so £404.99 total (reduced from £479.99). US folks are lined up for a less generous $50 cut—due to Sony not implementing PS5 price increases for that market—resulting in $449.99 (instead of $499.99). Billbil-kun reckons that the following retail outlets will be taking part in the campaign's next phase: PlayStation Store/PlayStation Direct, Amazon, MediaMarkt, Target and GAME UK. The timing of these temporary cuts could point to Sony responding to Microsoft's unpopular decision to jack up asking prices for the Xbox Series X console, as well as Game Pass subscription fees.

AMD Germany Confirms Ryzen 5 7500F's Western Release Strategy

AMD is preparing its Ryzen 5 7500F processor for a global launch according to reports from earlier today—Team Red's German operation has since informed local media outlets about its updated international release strategy for the iGPU-less Zen 4 desktop SKU. Markus Lindner, a regional company spokesman stated: "This processor model will be available starting July 23, 2023 at 9PM ET. It will be available in greater China as a processor-in-box, and in the rest of world as an option for select system builders."

Chinese reviewers have been getting hands-on experience with the Ryzen 5 7500F, with early reports pointing to impressive performance for its price point ($180) when lined up against competing Intel Core i5-13400 and i5-13400F CPUs. International buyers could express concern regarding AMD Germany's mentioning that availability will be somewhat limited to system integrators. Hopefully these "select system builders" will have good distribution links to retail outlets—70% of TPU quick poll participants expressed interest in seeing a western launch (prior to AMD's "global" announcement).

Report Suggests German Government Prepping $22 Billion Aid Package for Native Chip Production

According to a report published by Bloomberg, the German government has formed plans to create €20 billion ($22 billion) of investments to aid in the growth of local semiconductor manufacturing. The article proposes that the organization is racing to bolster the country's technology sector, and is attempting to secure essential supplies of components. Various geopolitical issues have complicated matters in recent times. Funding will be made available to German and international companies, from Germany's (now diversified) Climate and Transformation reserve, over the next four years. The finance ministry responded to Bloomberg's query, and stated: "The draft for the economic plan 2024 and the financial plan until 2027 for the Climate and Transformation Fund are currently being prepared...This process has not yet been completed." Germany's economy ministry did not provide a statement/response to Bloomberg's queries.

Around 75% of the fund is reportedly set aside for multinational semiconductor firms including Intel Corporation (USA) and Taiwan Semiconductor Manufacturing Company Limited (TSMC). Bloomberg believes that Team Blue is due an allocation of €10 billion for investments in its new production facility, located close to Magdeburg, Germany. The government is allegedly deep into talks with TSMC regarding the foundation of a proposed €10 billion production base in the Dresden area—the likes of BMW, Mercedes-Benz and Volkswagen AG would benefit greatly with quicker access to (localized) microcontrollers manufacturing facilities. The government could subsidize half of that total investment (€5 billion). Infineon is possibly in line to receive a €1 billion aid package, since it is building a new fab location in Dresden.

Jensen Huang & Leading EU Generative AI Execs Participated in Fireside Chat

Three leading European generative AI startups joined NVIDIA founder and CEO Jensen Huang this week to talk about the new era of computing. More than 500 developers, researchers, entrepreneurs and executives from across Europe and further afield packed into the Spindler and Klatt, a sleek, riverside gathering spot in Berlin. Huang started the reception by touching on the message he delivered Monday at the Berlin Summit for Earth Virtualization Engines (EVE), an international collaboration focused on climate science. He shared details of NVIDIA's Earth-2 initiative and how accelerated computing, AI-augmented simulation and interactive digital twins drive climate science research.

Before sitting down for a fireside chat with the founders of the three startups, Huang introduced some "special guests" to the audience—four of the world's leading climate modeling scientists, who he called the "unsung heroes" of saving the planet. "These scientists have dedicated their careers to advancing climate science," said Huang. "With the vision of EVE, they are the architects of the new era of climate science."

Palit GeForce RTX 4060 Dual Appears on Galaxus Store

Galaxus, a German e-commerce store had a custom NVIDIA GeForce RTX 4060 graphics card available for purchase yesterday—VideoCardz picked up on this embargo busting listing yesterday evening, but the product page has been removed overnight. Fortunately a screenshot of the Palit Dual's premature retail appearance was kept for preservation purposes. The official launch of NVIDIA GeForce RTX 4060 (non-Ti) GPUs is scheduled for June 29, and European MSRP is set at €329 ($359). Galaxus had the custom Palit card priced at €339, so a €10 upcharge could be warranted if the included cooling solution is more robust than NVIDIA's reference design, or the extra expense covers the cost of more RGB lighting zones.

Palit revealed its RTX 4060 Dual and StormX series last month, with both variants being factory overclocked (OC). The (now redacted) Galaxus product page seemed to show a not yet announced Dual (non-OC) model, and a product code "NE64060019P1-1070D." Palit's press release from late May mentions that users can customize the Dual's cooler to some degree: "In light of the positive feedback from GamingPro Maker project, now the support is also enabled on the Palit GeForce RTX 40 Dual Series. Users can download the 3D files of the Dual cover and backplate from Palit website to paint or create add-on elements on it, and simply attach the 3D-printed cover to the shroud." It that unique selling point interesting enough to get prospective budget graphics card buyers to consider Palit's latest offering?

Intel, German Government Agree on Increased Scope for Wafer Fabrication Site in Magdeburg

Intel and the German federal government have signed a revised letter of intent for Intel's planned leading-edge wafer fabrication site in Magdeburg, the capital of Saxony-Anhalt state in Germany. The agreement encompasses Intel's expanded investment in the site, now expected to be more than 30 billion euros for two first-of-a-kind semiconductor facilities (also known as "fabs") in Europe, along with increased government support that includes incentives, reflecting the expanded scope and change in economic conditions since the site was first announced.

Intel acquired the land for the project in November 2022, and the first facility is expected to enter production in four to five years following the European Commission's approval of the incentive package. Given the current timeline and scale of the investment, Intel plans to deploy more advanced Angstrom-era technology in the facilities than originally envisioned. The Magdeburg site will serve Intel products and Intel Foundry Services customers.
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