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Apple Reportedly Captures 90% of Arm PC Revenue Share

With the launch of Apple Silicon for Mac computers, Apple has established itself as a great user of the Arm instruction set. Starting with M1, the company released an entirely new family of products running Apple Silicon. Today, thanks to the research of Strategy Analytics company, we have information that Apple is capturing as much as 90% of the revenue share present in the Arm PC market. The Arm PC market is a tiny subset of the entire PC market, mainly equipped with one-off Windows-on-Arm devices, Chromebook PCs, and Apple Macs. With the naturally low prices of the remaining Arm PCs, Apple Arm PCs offer a relatively high price point and a much more incredible selection of products.

On the global scale, Arm PCs now account for 9% of the total PC market share, where x86 vendors are dominating the field. "Apple's M-series family of processors set the benchmark and gave Apple a 2-3-year lead over the rest of the Arm-based PC processor vendors. Qualcomm captured just 3% revenue share in the Arm-based notebook PC processor market in 2021 and lags Apple in CPU performance," said Sravan Kundojjala, Director of Handset Component Technologies service at Strategy Analytics. This points to a particular case of Apple's better product and feeding the demand with higher-performing processors. Qualcomm's acquisition of Nuvia should yield different results in the coming years, as the new IP is yet to appear in Qualcomm SoCs.

Apple Announces macOS Ventura with New Productivity & Gaming Features

Apple today previewed macOS Ventura, the latest version of the world's most advanced desktop operating system, which takes the Mac experience to a whole new level. Stage Manager gives Mac users an all-new way to stay focused on the task in front of them while seamlessly switching between apps and windows. Continuity Camera uses iPhone as the webcam on Mac to do things that were never possible before, and with Handoff coming to FaceTime, users can start a FaceTime call on their iPhone or iPad and fluidly pass it over to their Mac. Mail and Messages come with great new features that make the apps better than ever, while Safari — the world's fastest browser on Mac — ushers in a passwordless future with passkeys. And with the power and popularity of Apple silicon, and new developer tools in Metal 3, gaming on Mac has never been better.

"macOS Ventura includes powerful features and new innovations that help make the Mac experience even better. New tools like Stage Manager make focusing on tasks and moving between apps and windows easier and faster than ever, and Continuity Camera brings new videoconferencing features to any Mac, including Desk View, Studio Light, and more," said Craig Federighi, Apple's senior vice president of Software Engineering. "With helpful new features in Messages, state-of-the-art search technologies in Mail, and an updated design for Spotlight, Ventura has so much to offer and enriches many of the ways customers use their Macs."

Apple unveils M2, taking the breakthrough performance and capabilities of M1 even further

Apple today announced M2, beginning the next generation of Apple silicon designed specifically for the Mac. Built using second-generation 5-nanometer technology, M2 takes the industry-leading performance per watt of M1 even further with an 18 percent faster CPU, a 35 percent more powerful GPU, and a 40 percent faster Neural Engine. It also delivers 50 percent more memory bandwidth compared to M1, and up to 24 GB of fast unified memory. M2 brings all of this—plus new custom technologies and greater efficiency—to the completely redesigned MacBook Air and updated 13-inch MacBook Pro.
"M2 starts the second generation of M-series chips and goes beyond the remarkable features of M1," said Johny Srouji, Apple's senior vice president of Hardware Technologies. "With our relentless focus on power-efficient performance, M2 delivers a faster CPU, GPU, and Neural Engine. And along with higher memory bandwidth and new capabilities like ProRes acceleration, M2 continues the tremendous pace of innovation in Apple silicon for the Mac."

The system-on-a-chip (SoC) design of M2 is built using enhanced, second-generation 5-nanometer technology, and consists of 20 billion transistors—25 percent more than M1. The additional transistors improve features across the entire chip, including the memory controller that delivers 100 GB/s of unified memory bandwidth—50 percent more than M1. And with up to 24 GB of fast unified memory, M2 can handle even larger and more complex workloads.

Apple's Self Service Repair Now Available

Apple today announced Self Service Repair is now available, providing repair manuals and genuine Apple parts and tools through the Apple Self Service Repair Store. Self Service Repair is available in the US and will expand to additional countries—beginning in Europe—later this year.

The new online store offers more than 200 individual parts and tools, enabling customers who are experienced with the complexities of repairing electronic devices to complete repairs on the iPhone 12 and iPhone 13 lineups and iPhone SE (3rd generation), such as the display, battery, and camera. Later this year the program will also include manuals, parts, and tools to perform repairs on Mac computers with Apple silicon.

Canon Launches Six New Printers for Small Offices and Home Offices to Help Increase Productivity and Efficiency

With hybrid working environments now the new norm for many companies, remote employees need every tool available to help keep them productive at home, while businesses also need intuitive equipment for when staff does come to the office. To help bridge the gap between home and office, Canon U.S.A., Inc., a leader in digital imaging solutions, is pleased to introduce six new printers designed to enhance productivity for hybrid workers and small businesses. These models include new features to help meet the latest market needs for convenience, workflow efficiency, and security. "Canon is proud to deliver solutions designed to meet new customer needs through the continued expansion of the MAXIFY and imageCLASS printer lines," says Isao "Sammy" Kobayashi, senior vice president and general manager of Canon U.S.A., Inc. "These new printers are designed to improve efficiency for small and home offices, while being versatile, eco-friendly, and time-saving tools."

The new MAXIFY GX5020 printer is an extension of the Canon MegaTank Printer lineup utilizing a high-volume continuous ink supply system, which can significantly reduce ink costs by utilizing high-volume ink bottles. This technology also allows users to focus on their work and not get distracted by frequently replacing ink cartridges; and when bottles do need refilling, it is an easy-to-fill, "no mess" process. The MAXIFY GX5020 printer can hold up to 350 sheets of paper.

Pure Chat…No Wires - Turtle Beach's All-New Recon Air Wireless Chat Communicator Launches Worldwide

-Leading gaming accessory maker Turtle Beach Corporation today revealed the Company's all-new Turtle Beach Recon Air Wireless Chat Communicator headset is now available at participating retailers worldwide. The Recon Air is designed for gamers who have a killer home entertainment system for game audio and need a headset to hear and talk to other players, and it's perfect for anybody who wants a sleek Bluetooth wireless chat headset that can be used for audio and video conferencing and a variety of daily needs. Turtle Beach's Recon Air delivers high-quality inbound and outbound chat with friends and teammates and is a great tool for congratulating the other team on their epic loss. The Recon Air's microphone is tuned for gaming to pick up voice chat loud and clear and is also noise-cancelling to minimize background distractions. A rechargeable 10-hour battery powers the headset throughout the day, while a reversible ear hook and swappable ear tips ensure comfort. The Designed for Xbox Recon Air delivers crystal-clear chat on Xbox Series X|S and Xbox One, and there's also a version for PS5 and PS4. Both models are also compatible with Windows PCs, Mac, and Bluetooth-enabled iOS and Android mobile devices. Recon Air is available at www.turtlebeach.com and participating retailers worldwide for a $39.99 MSRP.

"The Recon Air is an affordable chat headset designed for gaming, as well as for staying connected with friends, family, and co-workers and making sure your voice sounds great while you talk," said Juergen Stark, Chairman and CEO, Turtle Beach Corporation. "It's now my go-to headset for meetings on Teams and Zoom when I travel."

Magewell Launches USB Fusion, Multi-Input USB Video Capture Device

Magewell - the award-winning developer of innovative video interface and IP workflow solutions - today announced USB Fusion, a multi-input USB video capture device with integrated source switching and layout control. Building on the renowned ease-of-use of the company's market-leading USB Capture devices, the new hardware lets users combine camera and wired screenshare sources into attractive live presentations for online lectures, webinars, live streaming, video conferencing, news reporting, and other applications.

Featuring two HDMI inputs and one USB webcam input, USB Fusion lets users switch between 1080p60 HD sources or combine two inputs (picture-in-picture or side-by-side) into one output and bring the result into popular software via its USB 3.0 interface. Supporting the critical role of software in today's educational, corporate, and live event environments, the device is also ideal for houses of worship that wish to combine a camera signal with supporting visuals - such as lyrics displayed from a separate laptop - into a single live stream.

Apple's Worldwide Developers Conference Returns in its All-Online Format

Apple today announced it will host its annual Worldwide Developers Conference (WWDC) in an online format from June 6 through 10, free for all developers to attend. Building on the success of the past two years of virtual events, WWDC22 will showcase the latest innovations in iOS, iPadOS, macOS, watchOS, and tvOS, while giving developers access to Apple engineers and technologies to learn how to create groundbreaking apps and interactive experiences.

"At its heart, WWDC has always been a forum to create connection and build community," said Susan Prescott, Apple's vice president of Worldwide Developer Relations and Enterprise and Education Marketing. "In that spirit, WWDC22 invites developers from around the world to come together to explore how to bring their best ideas to life and push the envelope of what's possible. We love connecting with our developers, and we hope all of our participants come away feeling energized by their experience."

Apple Unveils All-New Mac Studio & Studio Display

Apple today introduced Mac Studio and Studio Display, an entirely new Mac desktop and display designed to give users everything they need to build the studio of their dreams. A breakthrough in personal computing, Mac Studio is powered by M1 Max and the new M1 Ultra, the world's most powerful chip for a personal computer. It is the first computer to deliver an unprecedented level of performance, an extensive array of connectivity and completely new capabilities, in an unbelievably compact design that sits within arm's reach on the desk.

With Mac Studio, users can do things that are not possible on any other desktop, such as rendering massive 3D environments and playing back 18 streams of ProRes video. Studio Display, the perfect complement to Mac Studio, also pairs beautifully with any Mac. It features an expansive 27-inch 5K Retina display, a 12MP Ultra Wide camera with Centre Stage, and a high-fidelity six-speaker sound system with Spatial Audio. Together, Mac Studio and Studio Display transform any workspace into a creative powerhouse. They join Apple's strongest, most powerful Mac line-up ever, and are available to order today, arriving to customers beginning Friday, 18 March.

December Steam Survey Numbers Points Towards Slow Death of the Quad Core Gaming CPU

This might not come as a real surprise, but in the latest Steam hardware survey, we're seeing clear declines of quad core CPUs, the category that some people have been claiming for the longest of times, is all you need for a gaming PC. Among the Windows systems, the decline is over a percent, with six core CPU gaining well over a percent, although the numbers vary quite a bit over the past five months, which is all the history Valve provides. The decline is also clear on OSX, although it's not quite as big percentage wise, but here the biggest growth is in the eight and 10 core segments, most likely due to Apple's introduction of its own M1 variants of CPUs. Only in the Linux segment are the dual and quad core CPU segments increasing, which suggest that some of these systems might be repurposed Windows machines.

The six core and higher CPU segment now holds over 50 percent share in the Steam survey and eight core CPUs are also up somewhat for Windows machines. Of these CPUs, Intel is holding a 69.27 percent share, up 0.82 percent compared to November, although still down over 3.5 percent since August versus AMD. Intel also gained 0.33 percent of Linux users and is back over 60 percent for the first time since August. On the OSX side of things, Apple seems to have gained a 27.97 percent share of Steam users surveyed, up from 6.05 percent just a month earlier. There has also been a 1.2 percent increase in Steam users surveyed that have 16 GB of RAM, suggesting that the low RAM prices in 2021 has made people upgrade their systems. Over 47 percent of all Steam users that were surveyed appear to have at least 16 GB of RAM in their systems.

Latest GeForce NOW Upgrade Rolling Out With Ubisoft Connect Account Linking and Improved PC Gaming on Mac

Get into the game quicker with the latest GeForce NOW update starting to roll out this GFN Thursday. Learn more about our latest app update—featuring Ubisoft Connect account linking for faster game launches—now rolling out to members, and the six new games joining the GeForce NOW library. The update also improves the streaming experience on Mac. So, this GFN Thursday also takes a look at how GeForce NOW transforms Macs into powerful PC gaming rigs.

The newest GeForce NOW app update is rolling out to members on PC and Mac, beginning this week. Version 2.0.36 includes a new feature that links NVIDIA and Ubisoft accounts to enable faster Ubisoft Connect game launches by automatically logging into a user's account. Skip the sign-in process and stream your favorite Ubisoft games this week. The update also includes a fix for streaming at the correct aspect ratio on the Apple MacBook Pro M1 Max, as well as improvements to the countdown timer when viewed on the in-game overlay.

Apple Announces Self Service Repair

Apple today announced Self Service Repair, which will allow customers who are comfortable with completing their own repairs access to Apple genuine parts and tools. Available first for the iPhone 12 and iPhone 13 lineups, and soon to be followed by Mac computers featuring M1 chips, Self Service Repair will be available early next year in the US and expand to additional countries throughout 2022. Customers join more than 5,000 Apple Authorized Service Providers (AASPs) and 2,800 Independent Repair Providers who have access to these parts, tools, and manuals.

The initial phase of the program will focus on the most commonly serviced modules, such as the iPhone display, battery, and camera. The ability for additional repairs will be available later next year.

OWC Announces Ideal Storage and Connectivity Solutions For New Apple MacBook Pro with M1 Pro and M1 Max

OWC, the premier zero-emissions Mac and PC technology company, and a respected provider of Memory, External Drives, SSDs, Mac & PC docking solutions, and performance upgrade kits, announces innovative storage and connectivity solutions for new Apple MacBook Pro with M1 Pro and M1 Max. With the new Apple MacBook Pro with M1 Pro and M1 Max, key ports are back, and by adding a dock or hub, you can turn the new MacBook Pro into a mobile powerhouse. For connectivity, OWC offers a range of dock and cable solutions to help you build the perfect on-the-go, at-home, in-studio, or on-set workstation for the new Apple MacBook Pro with M1 Pro and M1 Max.

Introducing the next generation of AirPods: The world's most popular wireless headphones just got better

Apple today announced the third generation of AirPods featuring spatial audio, delivering advanced features and a magical experience in a new contoured design. By combining the power of the H1 chip with an Apple-designed acoustic system, the new AirPods use computational audio to deliver breakthrough sound with Adaptive EQ. Users can enjoy spatial audio featuring Dolby Atmos in Apple Music, movies, and tv shows, along with dynamic head tracking, across Apple devices. The new AirPods are resistant to sweat and water, and feature a force sensor for easy and intuitive control of music and phone calls. The extended battery life enables up to six hours of listening time and up to 30 hours of total listening time with the convenient charging case. AirPods (3rd generation) join the world's most popular family of headphones and are available to order starting today, and in stores beginning Tuesday, October 26.

"AirPods forever changed wireless headphones with their groundbreaking design, incredible sound, and magical experience," said Greg Joswiak, Apple's senior vice president of Worldwide Marketing. "We are excited to introduce the next generation of AirPods, featuring unrivaled sound through Adaptive EQ and spatial audio with dynamic head tracking, along with seamless interaction between Apple devices - making the world's best-selling headphones even better."

New AMD Radeon PRO W6000X Series GPUs Bring Groundbreaking High-Performance AMD RDNA 2 Architecture to Mac Pro

AMD today announced availability of the new AMD Radeon PRO W6000X series GPUs for Mac Pro. The new GPU product line delivers exceptional performance and incredible visual fidelity to power a wide variety of demanding professional applications and workloads, including 3D rendering, 8K video compositing, color correction and more.

Built on groundbreaking AMD RDNA 2 architecture, AMD Infinity Cache and other advanced technologies, the new workstation graphics line-up includes the AMD Radeon PRO W6900X and AMD Radeon PRO W6800X GPUs. Mac Pro users also have the option of choosing the AMD Radeon PRO W6800X Duo graphics card, a dual-GPU configuration that leverages high-speed AMD Infinity Fabric interconnect technology to deliver outstanding levels of compute performance.

Annual Notebook Shipment Likely to Break Records in 2021 at 236 Million Units, with Chromebook Demand Slowing Down in 2H21, Says TrendForce

While the stay-at-home economy generated high demand for notebook computers from distance learning and WFH applications last year, global notebook shipment for 2020 underwent a nearly 26% YoY increase, which represented a significant departure from the cyclical 3% YoY increase/decrease that had historically taken place each year, according to TrendForce's latest investigations. The uptrend in notebook demand is expected to persist in 2021, during which notebook shipment will likely reach 236 million units, a 15% YoY increase. In particular, thanks to the surging demand for education notebooks, Chromebooks will become the primary growth driver in the notebook market. Regarding the shipment performance of various brands, Samsung and Apple will register the highest growths, with the former having Chromebooks account for nearly 50% of its total notebook shipment this year and the latter continuing to release MacBooks equipped with the M1 chip.

Spurred by M1 Performance, Apple Doubles Shipments of Mac Computers

The M1 chip is usually found at a perception crossroads: fans of Apple tout its desktop CPU-level performance numbers in some workloads while comparatively sipping power (and even allowing for true fanless designs in the Apple Macbook Air), while non-fans are quick to point out that synthetic benchmarks aren't truly representative of performance. Whatever side of the fence you sit on (even if you straddle it by admitting that the M1 chip can actually outperform much more powerful and core-laden Ryzen CPUs in some specific workloads), the M1 has been a running success for the California-based company. So much so, in fact, that Apple more than doubled its shipments (a 111% increase) in 2021 compared to the previous year. The second manufacturer with the highest shipment growth is Acer, with 73% - and a slightly smaller overall shipment volume.

The success of Apple's M1 only served to increase Apple's confidence in its decision to abandon Intel, and the company is expected to announce the M1's successor sometime this year. Furthermore, a new version of MacOS further increases the divide to Intel-based Macs due to some features only working on their M1 counterparts. When you consider all of that, including the accelerating optimization of many applications for the platform (Capture One, Affinity, and most recently Adobe), the platform maturity that has been achieved in such a short while, and the announcement of even more powerful hardware for content creators, it may be the case that Apple actually keeps up its momentum and presents a rather competitive landscape to the Windows + x86 PC ecosystem (I won't use Wintel because that's, well, inaccurate and unfair to AMD). Apple is surely on the way to carve out more than its current 15,84% market share (which still places it in a second-place in the overall OS market).

Redesigned Apple MacBook Pro Coming This Summer with up to 64 GB of RAM and 10-Core Processor

According to Bloomberg, which first predicted the arrival of Apple custom processors in MacBooks, we have another piece of information regarding Apple's upcoming MacBook Pro lineup, set to arrive this summer. As you are aware, MacBook Pro right now comes in two different variants. The first is a smaller 13-inch design that is powered by Apple's M1 chip, while the second is a 16-inch design powered by an Intel Core processor. However, it seems like that will no longer be the case when the next-generation lineup arrives. Starting this summer, all of the MacBook Pro models will have Apple's custom silicon powering these devices, which bring Intel's presence to an end.

And the successor to the now-famous M1 chip seems to be very good. As per the report, Apple is upgrading the architecture and the total core count. There are two different chips, codenamed Jade C-Chop and Jade C-Die. Both are 10-core designs, equipped with two small and eight big cores. The difference between the two is the total number of graphics cores enabled. The smaller version will have 16 graphics cores, while the bigger one will have 32 graphics cores. On the SoC, there will be an updated Neural Engine, for better AI processing. These new processors will come with up to 64 GB of RAM in selected configurations as well. The report also notes the arrival of HDMI port, SD card slot, and MagSafe for charging.

Apple Updates M1 Mac Mini with 10 GbE Upgrade Option

Apple has quietly added a new M1 Mac Mini configuration option to their website with an optional upgrade from the internal 1 Gbps Ethernet to 10 Gbps Ethernet at the time of purchase for 100 USD. The upgrade is only available as a factory option and cannot be added after purchase so those who require 10 GbE will want to purchase the upgrade at the time of purchase. For existing M1 Mac Mini owners it is possible to get 10 GbE with a USB 4 / Thunderbolt 3 dongle such as the OWC Thunderbolt 3 10G which retails for 149 USD. Why Apple has only just now decided to include this 10 GbE upgrade as an option and not with the original launch is unknown.

Apple Announces the 2021 iMac, Powered by M1 Chip, Featuring 4.5K Retina Display

Apple today introduced an all-new iMac featuring a much more compact and remarkably thin design, enabled by the M1 chip. The new iMac offers powerful performance in a design that's just 11.5 millimeters thin, with a striking side profile that practically disappears. Available in an array of vibrant colors to match a user's personal style and brighten any space, iMac features a 24-inch 4.5K Retina display with 11.3 million pixels, 500 nits of brightness, and over a billion colors, delivering a brilliant and vivid viewing experience.

The new iMac also includes a 1080p FaceTime HD camera, studio-quality mics, and a six-speaker sound system—the best camera and audio ever in a Mac. Also, Touch ID comes to iMac for the first time, making it easier than ever to securely log in, make purchases with Apple Pay, or switch user profiles with the touch of a finger. Combining the power and performance of M1 and macOS Big Sur, apps launch with blazing speed, everyday tasks feel incredibly fast and fluid, and demanding workloads like editing 4K video and working with huge images are faster than ever. The new iMac joins the incredible family of Mac models powered by M1, including MacBook Air, 13-inch MacBook Pro, and Mac mini, marking another step forward in Apple's transition to Apple silicon. iMac is the most personal, powerful, capable, and fun it has ever been, and customers can order it beginning Friday, April 30. iMac will be available in the second half of May.

TSMC to Enter 4 nm Node Volume Production in Q4 of 2021

TSMC, the world leader in semiconductor manufacturing, has reportedly begun with plans to start volume production of the 4 nm node by the end of this year. According to the sources over at DigiTimes, Taiwan's leading semiconductor manufacturer could be on the verge of starting volume production of an even smaller node. The new 4 nm node is internally referred to as a part of the N5 node generation. The N5 generation covers N5 (regular 5 nm), N5P (5 nm+), and N4 process that is expected to debut soon. And perhaps the most interesting thing is that the 4 nm process will be in high-volume production in Q4, with Apple expected to be one of the major consumers of the N5 node family.

DigiTimes reports that Apple will use the N5P node for the upcoming Apple A15 SoCs for next-generation iPhones, while the more advanced N4 node will find itself as a base of the new Macs equipped with custom Apple Silicon SoCs. To find out more, we have to wait for the official product launches and see just how much improvement new nodes bring.

Valve Releases Official Steam Link App For macOS

Steam Link is a program developed by Valve which allows gamers to remotely play games from their main computer on other devices. The program originally launched for Android before expanding to iOS, Linux, Raspberry Pi, tvOS, and now macOS. The Steam Link application relies on Steam Remote Play technology which performs real-time H.264 video streaming over a low-latency protocol to the connected device, resolutions of up to 4K 60 FPS are possible if enough bandwidth is available. The Steam Link app is now available to download through the official Mac App Store and comes in at just 30 MB. Steam Link for Mac requires macOS 10.13 or higher along with a PC to host the games running on the same local network.

Apple is Discontinuing Intel-based iMac Pro

According to the official company website, Apple will no longer manufacture its iMac Pro computers based on Intel processors. Instead, the company will carry these models in its store, only while the supplies last. Apple will be replacing these models with next-generation iMac Pro devices that will be home to the custom Apple Silicon processors, combining Arm CPU cores with custom GPU design. Having a starting price of 4990 USD, the Apple iMac Pro was able to max out at 15000 USD. The most expensive part was exactly the Intel Xeon processor inside it, among the AMD GPU with HBM. Configuration pricing was also driven by storage/RAM options. However, even the most expensive iMac Pro with its 2017 hardware had no chance against the regular 2020 iMac, so the product was set to be discontinued sooner or later.

When the stock of the iMac Pro runs out, Apple will replace this model with its Apple Silicon equipped variant. According to the current rumor mill, Apple is set to hold a keynote on March 16th that will be an announcement for new iMac Pro devices with custom processors. What happens is only up to Apple, so we have to wait and see.

AMD is Preparing RDNA-Based Cryptomining GPU SKUs

Back in February, NVIDIA has announced its GPU SKUs dedicated to the cryptocurrency mining task, without any graphics outputs present on the chips. Today, we are getting information that AMD is rumored to introduce its own lineup of graphics cards dedicated to cryptocurrency mining. In the latest patch for AMD Direct Rendering Manager (DRM), a subsystem of the Linux kernel responsible for interfacing with GPUs, we see the appearance of the Navi 12. This GPU SKU was not used for anything except Apple's Mac devices in a form of Radeon Pro 5600M GPU. However, it seems like the Navi 12 could join forces with Navi 10 GPU SKU and become a part of special "blockchain" GPUs.

Way back in November, popular hardware leaker, KOMACHI, has noted that AMD is preparing three additional Radeon SKUs called Radeon RX 5700XTB, RX 5700B, and RX 5500XTB. The "B" added to the end of each name is denoting the blockchain revision, made specifically for crypto-mining. When it comes to specifications of the upcoming mining-specific AMD GPUs, we know that both use first-generation RDNA architecture and have 2560 Stream Processors (40 Compute Units). Memory configuration for these cards remains unknown, as AMD surely won't be putting HBM2 stacks for mining like it did with Navi 12 GPU. All that remains is to wait and see what AMD announces in the coming months.

China Gobbling Up Supply of Used Semiconductor Manufacturing Machines

As the tensions between China and the US seem to have come to stay for the foreseeable future, Chinese companies are now opting to resort to older technologies so as to shore up their semiconductor manufacturing capability and reduce dependency from US-based imports. With several companies feeling the tight rope of US-imposed sanctions on their ability to purchase critical supplies (which brought even giant Huawei to its proverbial knees), it seems like a safe bet that China doesn't really care to be on the cutting edge for all but the most mission-critical applications. This happens at a time when the world is still reeling from general semiconductor shortages (some 30% below demand levels). This results in used semiconductor manufacturing equipment - which according to some sources, was "worthless several years ago" - to now be flying from storage warehouses and directly onto factory floors as fast humanly possible. And sometimes, that equipment is acquired for a cool $1 million.

The litography equipment being bought-up (apparently, 90% of the available supply is headed to China) mostly churns out 200 mm wafers, as opposed to today's most modern processes' 300 mm. This means that it's not only the wafer etching machines that are required, but also all the other peripheral equipment that is indispensable to the manufacturing process, such as etching and cleansing machines. This has prompted certain companies, such as Canon, to re-release litography equipment for 200 mm processes - nine years after their last offering was put to sale. This could actually be a way to supplement existing semiconductor requirements, as not everything has to be in the cutting edge of semiconductor capabilities - the old "satisficing" adage could indeed prove a good solution to the increasing demand for semiconductors.
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