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QuakeCon Renews Gaming Rig Rental Partnership with Computer Upgrade King for 2023 Event

We're excited to announce that we're once again partnering with Computer Upgrade King to provide our attendees with the ability to rent either a monitor and or a full PC set up. As an added bonus to our Elite ticket holders, Computer Upgrade King is offering a special rental package with a 34" Ultrawide Monitor! For more information, and to secure yours today, visit beth.games/43obykp.

Need a rig? Reserve your computer at QuakeCon 2023. It's official! After three years of digital-only events, QuakeCon 2023 will mark the return of the beloved BYOC, in-person at the Gaylord Texan Resort & Convention Center in Grapevine, Texas from Thursday, August 10 through Sunday, August 13.

Sea of Thieves & Monkey Island Crossover Discussed in Interview with Rare Ltd.

When it appeared in last month's Xbox Games Showcase, Xbox Wire spoke with creative director Mike Chapman about how The Legend of Monkey Island came to be and what it was setting out to do. But was that enough? Of course not - there's so much more to talk about in this landmark crossover between Sea of Thieves and the Monkey Island series.

With that in mind, here's a whole new interview, digging deeper into the three-part expansion's storyline, how it uses Monkey Island as an inspiration for a whole new gameplay experience within Sea of Thieves, and, yes, whether there will be Insult Sword Fighting.

Microsoft & Activision Blizzard Delay Merger Deadline to October

Microsoft and Activision Blizzard have announced the postponement of their agreed merger deadline—from July 18 (yesterday) to mid-October. This will grant them more time to deal with a sticky issue presented by the UK's Competition and Markets Authority blocking of the proposed $75 billion acquisition—on the grounds of potential deleterious effects within the cloud gaming market. Xbox boss, Phil Spencer made a short statement on the matter earlier today: "Microsoft and Activision Blizzard have extended the merger agreement deadline to 10/18. We're optimistic about getting this done, and excited about bringing more games to more players everywhere."

Lulu Cheng Meservey, CCO and EVP Corporate Affairs at Activision Blizzard, stated: "The recent decision in the U.S. and approvals in 40 countries all validate that the deal is good for competition, players, and the future of gaming. Given global regulatory approvals and the companies' confidence that CMA now recognizes there are remedies available to meet their concerns in the UK, the Activision Blizzard and Microsoft boards of directors have authorized the companies not to terminate the deal until after October 18. We're confident in our next steps and that our deal will quickly close."

Leading Cloud Service, Semiconductor, and System Providers Unite to Form Ultra Ethernet Consortium

Announced today, Ultra Ethernet Consortium (UEC) is bringing together leading companies for industry-wide cooperation to build a complete Ethernet-based communication stack architecture for high-performance networking. Artificial Intelligence (AI) and High-Performance Computing (HPC) workloads are rapidly evolving and require best-in-class functionality, performance, interoperability and total cost of ownership, without sacrificing developer and end-user friendliness. The Ultra Ethernet solution stack will capitalize on Ethernet's ubiquity and flexibility for handling a wide variety of workloads while being scalable and cost-effective.

Ultra Ethernet Consortium is founded by companies with long-standing history and experience in high-performance solutions. Each member is contributing significantly to the broader ecosystem of high-performance in an egalitarian manner. The founding members include AMD, Arista, Broadcom, Cisco, Eviden (an Atos Business), HPE, Intel, Meta and Microsoft, who collectively have decades of networking, AI, cloud and high-performance computing-at-scale deployments.

Lenovo Unveils New Data Management Solutions to Enable AI Workloads

Today, Lenovo announced its next wave of data management innovation with new ThinkSystem DG Enterprise Storage Arrays and ThinkSystem DM3010H Enterprise Storage Arrays, designed to make it easier for organizations to enable AI workloads and unlock value from their data. Also announced are two new integrated and engineered ThinkAgile SXM Microsoft Azure Stack solutions, enabling a unified hybrid cloud solution for seamless data management. As businesses continue to scale their operations to address growing data, security and sustainability requirements, the new Lenovo flash solutions provide customers with an accelerated path to deploy AI workloads efficiently and with added security features from edge to cloud, enabling workload consolidation and mobilizing faster insights fortified with ransomware protection.

As the #4 global external storage OEM and #1 storage provider in Price Bands 1-41, the news is another significant step forward in Lenovo's data management strategy as it expands its leadership in the mid-range market. "The data management landscape is increasingly complex, and customers need solutions that offer the simplicity and flexibility of cloud with the performance and security of on-premises data management," said Kamran Amini, Vice President and General Manager of Server & Storage, Lenovo Infrastructure Solutions Group. "As we continue our journey to become the world's largest end-to-end infrastructure solutions provider, we are focused on delivering innovation that enables our customers to manage, leverage and protect their data seamlessly, giving every business the ability to bring AI to the source of the data and transform their business."

Windows 11 23H2 Update Promises Reduced Stuttering in Games

The latest update for Windows 11 appears to bring good news for gamers, as Microsoft is said to have fixed an issue related to stuttering in games that's related to certain gaming mice. The mice in question are mice that support a "high gaming report rate" which is pretty much all higher-end gaming mice today, regardless of manufacturer. What's worse, we're not talking 8000 Hz mice here, but a polling rate of 1000 Hz was enough to trigger the stuttering in some games.

It's unclear if this affected all games, or only some games, but according to Windows Latest, Microsoft has optimised the Windows input stack to be able to handle high report rate mice which is said to have been done by improving "the performance by throttling and coalescing background raw mouse listeners and capping their message rate." As such, the 23H2 update for Windows 11 will become something of a must install for anyone that's gaming on Windows 11, at least if you haven't lowered the polling rate on your mouse.

Xbox Game Pass Adding Serious Sam: Siberian Mayhem, Venba, The Wandering Village & More Titles

There are many opportunities to brush up on our real-life skills through gaming this month, including puzzle solving, cooking, building a settlement on the back of a giant wandering creature to survive a post-apocalyptic world, and even photography! Let's get to the games.

Available Today:
Techtonica (Game Preview) (Cloud, Console, and PC) - Available on day one with Game Pass: Dig into the sub-surface, bioluminescent world of a rogue alien planet as you explore and construct sprawling factories in Techtonica. Work alone or in co-op to master automation, gather resources, research new technologies, mold the destructible terrain, establish a base of operations, and uncover long-forgotten secrets.

Xbox Introduces Game Pass Core - Set to Replace Games with Gold in September

Today, we're continuing our commitment to give players more choice and value by introducing Xbox Game Pass Core, launching on September 14. Game Pass Core is the evolution of Xbox Live Gold. Game Pass Core will give players access to our advanced multiplayer network, a select collection of over 25 games to play with friends around the world, and exclusive member deals, all for $9.99 USD per month or $59.99 USD per year.

For over twenty years, Xbox players have been connecting via Xbox Live to compete, cooperate, and experience the world's biggest online multiplayer games. In 2017, we introduced Xbox Game Pass which provided a curated library of games. Game Pass Core brings online play together with Game Pass in a new offering for gamers around the world.

Xbox Debuting New Voice Reporting Feature

Players come to Xbox to build friendships, be competitive, and to experience incredible games - and they expect to be treated fairly, for interactions to be free of hate or harassment. Our investments in safety have helped players feel safer across text, video, and image - and our new voice reporting experience is the latest addition to our robust suite of family and online safety features.

Starting this week, we are releasing a new platform-wide voice reporting feature to Alpha and Alpha Skip-Ahead Xbox Insiders, that gives players the option to capture and report inappropriate in-game voice chats. More specifically, this feature equips Xbox Series X|S and Xbox One players with the ability to capture a 60-second video clip of an in-game voice incident that they believe violates our Community Standards and submit it as evidence to our Xbox Safety Team for review. This feature is purpose-built to support the broadest arena of in-game interactions between players and works across thousands of games that offer in-game multiplayer voice chat, including Xbox 360 backward-compatible titles.

Nasdaq Set to Remove Activision Blizzard from Stock Exchange Top 100

Nasdaq, the American stock exchange, has revealed that an unnamed company will be replacing Activision Blizzard within its top 100 index. The timing of this development is raising some eyebrows—it is set to occur mere days after the announcement of Microsoft's victory over the US Federal Trade Commission (FTC). The giant American technology corporation is closing in on its proposed acquisition of a games publishing group comprised of Activision, Blizzard Entertainment, and King Digital Entertainment.

Prior to the market opening next week (Monday 17th July) Activision Blizzard will be removed from the Nasdaq-100 ESG Index, although the company will remain tradable. An upcoming exit from the US stock exchange could signal that Microsoft and Activision Blizzard have become increasingly confident about the finalization of their merger before a July 18 deadline. The UK's Competition and Markets Authority (CMA) is reported to be engaging in discussions with involved parties, and has paused its legal proceedings. The FTC yesterday filed for an appeal against the California court's verdict, thus immediately annoying the top brass at Microsoft/Xbox—president Brad Smith commented on the situation: "The District Court's ruling makes crystal clear that this acquisition is good for both competition and consumers...We're disappointed that the FTC is continuing to pursue what has become a demonstrably weak case, and we will oppose further efforts to delay the ability to move forward."

Windows 11 Update Fixes In-game Stuttering Problems for High Polling Rate Mice

There appears to be a faction of hardcore PC gamers within the Microsoft Windows software engineering team—as evidenced in a developer blog post from late May. The section relating to "Reduced game stutter with high report rate mice" provided an early preview for improvements recently rolled out in a Windows 11 update (KB5028185 issued on July 11th). This week's fix "improves your computer's performance when you use a mouse that has a high report rate for gaming." Gamers running PCs on Windows 10 (or earlier) are—unfortunately—missing out on this latest and greatest feature.

Microsoft's blog stated: We know gamers hate stutter, and we're fixing issues throughout Windows so that an untimely frame-freeze won't take gamers out of their immersive experiences. Gamers love to push their systems to the limit in search of the best experiences in-game. Many also use sensitive, high DPI, high report rate mice to shave milliseconds off their response times and increase precision. At the same time, the world of gaming is more connected than ever with gamers relying on an increasing number of background apps while playing, like voice chat, streaming, apps for configuring your keyboard, mouse, or graphics card, and more. The Windows input stack was being pushed to its limits with high report rate mice and their input being delivered to not just the game, but also multiple background processes. In turn, that caused a significant amount of time processing input rather than providing as many cycles as possible for rendering the game experience."

Blizzard President Denies that Diablo IV is Destined for an Xbox Game Pass Release

Blizzard Entertainment has once again refuted claims that their blockbuster (online only) action role-playing game, Diablo IV, is coming to Xbox Game Pass at some point in the future. PicPay, a Brazilian payment app, has been displaying adverts presenting Blizzard's latest ARPG as a current prospect on the Microsoft game subscription service. Blizzard boss Mike Ybarra was quick to shoot down this rumor as it hit news site—in a reply to Game Pass Tracker (on Twitter) he succinctly stated: "This is not happening." A couple of media outlets are now reporting that the Diablo IV advertising banners have been removed from the PicPay app.

Ybarra's career includes a twenty year stint at Microsoft—he was Corporate Vice President of Gaming prior to joining Blizzard Entertainment back in 2021. His former colleague—Xbox boss Phil Spencer—made clear (last September) his company's ambitions for several Acti-Blizz franchises, under conditions of a successful acquisition of the publishing group: "We intend to make Activision Blizzard's much-loved library of games - including Overwatch, Diablo and Call of Duty - available in Game Pass and to grow those gaming communities." Microsoft is inching closer to finalizing the proposed merger, so it will be interesting to see whether Blizzard will break with tradition when the new management steps in.

AMD's Starfield Game Bundle Promo Campaign Goes Live

AMD and Bethesda have officially launched the Starfield Game Bundle today—this promotion has been leaked several times recently, with Team Red's Taiwanese operation revealing (late last week) that the campaign would be starting on July 11. That date also applies to the vast majority of global territories—company web presences are showing that the new game bundle has gone live with their offer of "Get Starfield when you buy select AMD Ryzen processors, AMD Radeon graphics cards, or a gaming system that contains both."

Bethesda's Starfield is scheduled for release on September 6—prospective AMD hardware buyers are invited to select Standard or Premium Edition tiers, depending on the choice of qualifying Ryzen or Radeon products. The entry point comprises Ryzen 5 7000 series CPUs or Radeon 6600 GPUs. Premium 5-day early access is made available to buyers of Ryzen 9 7000 CPUs or Radeon cards starting with RX 6700 models.

Audeze and Microsoft Collaborate for Limited Edition Maxwell Headset

Audeze, the leading premium headphone manufacturer, today announced the release of a limited edition gaming headset developed in partnership with Microsoft, for their Designed for Xbox Summer product collection. This stylish, limited edition "Ultraviolet" version of their highly lauded Maxwell gaming headset features a new finish that adds a head-turning and unique look to one of the best gaming headsets on the market. The Ultraviolet edition of the Maxwell headphone is available on the Audeze website for pre-order in limited quantities.

The partnership between Audeze and Microsoft which began in 2021 with the Microsoft certification of Audeze's Penrose gaming headset, and continued recently with Microsoft's certification of our new Maxwell gaming headset. This partnership has expanded access to Audeze's industry-leading planar magnetic headsets to Microsoft's vast audience of console users. Epic life-like audio quality as delivered by Audeze's legendary planar magnetic drivers are a powerful tool for gamers, and now with the Ultraviolet limited edition of Maxwell, they can use their sonic advantage in style.

Microsoft Brings Back $1 Xbox Game Pass Ultimate Deal for New Subscribers

Microsoft last week quietly reintroduced its $1 first month promotion for new subscribers on Xbox Game Pass Ultimate or PC Game Pass. This offer was retired back in March of this year, with the company announcing that it would be "evaluating different marketing promotions for new members in the future." Their research has clearly brought them back to square one—it is possible that the Xbox Games division is already reacting to negative feedback following an announcement regarding ongoing subscription and hardware price increases, as well as a decline in new player sign-ups since Spring time.

It should be noted that the console-only Game Pass tier ($11 per month) is not available as part of this 30-day starter promotion. The more expensive Game Pass Ultimate ($17 per month) is the only entry point on Xbox systems—customers are paying for a service that encompasses both console and PC platforms. PC Game Pass defaults to $10 a month, post the $1 introductory period. Microsoft has revised the conversion ratios for upgrades of Xbox Live Gold subscriptions to Game Pass Ultimate—from (the more favorable) 1:1 to 3:2. As an example—according to the new terms—90 remaining days of Xbox Live Gold/PC Game Pass converts to 60 days of Xbox Game Pass Ultimate.

AMD Taiwan Makes Starfield Ryzen & Radeon Bundles Official, Promo Starting July 11

Last week Bethesda announced AMD as its exclusive partner for Starfield on the PC platform, although the short video presentation did not tease upcoming hardware/software bundles. Details of a Ryzen 7000-series CPUs promotional campaign emerged seven days later thanks to a mini-store page appearing on Newegg's retail site. The Starfield promo was not active at the time, but AMD Taiwan has made it official that the event will be going live on July 11 (at least in that territory).

According to the freshly published event site their offer will be running until September 30, and product serial numbers will not be redeemable after October 28. Eligible hardware includes the aforementioned Ryzen 7000 processor family, as well as Radeon GPUs. Thankfully Team Red has made sure to make a significant number of RDNA 2 models eligible for the Starfield incentive, with the entry point being RX 6600. All discrete RDNA 3 cards qualify—starting with RX 7600 and jumping up to the expensive RX 7900 XT and 7900 XTX GPUs. AMD Taiwan's info graphics show a two tier system—Standard Edition (NT$1990) applies to buyers of Ryzen 5/7 7000 series CPUs or Radeon 6600 through 7600 cards. Premium Edition (NT$2890) will grant a 5-day early access period—exclusive to buyers of Ryzen 9 7000 CPUs or Radeon cards starting at RX 6700.

ID@Xbox Demo Fest to Kick Off Next Week

We're back! What's summer without new game demos to entertain you during those hot days and nights? Starting July 11 and running until July 17, you'll be able to experience over 40 game demos on your Xbox console.

A few things to keep in mind—these demos will only be up on the Xbox Dashboard for a week. Some might be re-published to the Demo channel later, but many will simply disappear at the end of the week, so check them out while you can! The developers would love to hear what you think. Hit them up on social media or through their websites. If you like the game - tell them! If you have constructive criticism, they would love to hear that too.

Team Xbox Celebrates Disability Pride Month

This July, as part of Disability Pride Month, Team Xbox proudly celebrates players, creators, and community members with disabilities. More than 400 million video game players have disabilities worldwide, and we recognize the incredible contributions the gaming and disability community has made in making Team Xbox, and the broader gaming industry, more inclusive and welcoming for everyone.

Disability Pride holds a special place in my heart, as I am not only a Program Manager on our Gaming Accessibility Team, but also a person with disabilities. Most people wouldn't think of me as having a disability at first glance. In fact, I didn't know I had disabilities until I was in my 20's when I was diagnosed as being neurodiverse. Now I know that I have had Obsessive Compulsive Disorder and Sensory Processing Disorder since I was a young child. And, as the years have gone by, I've acquired new disabilities due to illness, injury, and trauma. Chronic pain is now part of my life, as is hearing loss, and anxiety and depression related to complex post-traumatic stress disorder.

Xbox Game Pass Titles Revealed for July

What do heists, dinosaurs falling out of the skies, and puzzles all have in common? If it is anything other than "games coming to Xbox Game Pass", I would very much like to know! We have games coming soon that we announced during the Xbox and Bethesda Showcase (looking at you, Exoprimal), and we even have a surprise return today with Grand Theft Auto V. Let's get to the games!

Available Today: Grand Theft Auto V (Cloud and Console)
When a young street hustler, a retired bank robber, and a terrifying psychopath find themselves entangled with some of the most frightening and deranged elements of the criminal underworld, the U.S. government, and the entertainment industry, they must pull off a series of dangerous heists to survive in a ruthless city in which they can trust nobody—least of all each other. Includes both the Xbox One and the Xbox Series X|S versions of Grand Theft Auto V.

Xbox Series & One Console Sales Figures Revealed During ID@Xbox Brazil Presentation

Microsoft has normally kept its Xbox console sales figures out of public view—many industry experts reckon that this is due to the One and Series generations consistently lagging behind Sony's equivalent PlayStation offerings—but attendees of the BIG Festival in Brazil last week were surprised by "player count" data appearing during an official presentation. An interesting slide was put on display as part of an ID@Xbox Developer Accelerator Program segment—it revealed that the Series X|S consoles have an accumulated userbase of around 21 million, since launching back in November of 2020. Microsoft also emphasized that 48% of its Series S customers are new to the ecosystem.

The older generation also got a mention—with some subtraction (from their grand total of One + Series) the technology giant has divulged that its entire Xbox One lineup (consisting of the original model and S plus X variants) has sold roughly 58 million units since the late 2013. Microsoft has been fairly transparent about its Xbox One generation losing out to Sony's PlayStation 4—the latter has done business in the region of 117.2 million units, and the latest data (again) reaffirms that the PS4 outsold Xbox One by a 2:1 margin. Sales figures for Series X|S seem to be quite healthy—so far—when compared to the predecessor, but PlayStation 5 is still ahead (38.4 million units sold as of March 2023) and Sony is confident that it will sell close to 20 million consoles this fiscal year. Shortages are said to be a thing of the past—production and distribution issues have been resolved and the PS5 can be pumped out at an admirable rate.

Microsoft Predicts Sub-$300 MSRP for Sony's Project Q Handheld

Stephen Totilo, a writer for the gaming section of Axios, has uncovered an intriguing tidbit from Microsoft's Federal Trade Commission (FTC) court documents. He injected some humor into this finding and posted on Twitter: "Microsoft's lawyers with some Project Q hype." According to the legal team's footnotes: "Sony is also anticipated to release a handheld version of PlayStation 5 later this year for under $300." The handheld gaming device was first revealed during late May's PlayStation Showcase, but teaser material only revealed a small number of details.

Sony indicated that Project Q will feature a 1920 x 1080 display (with a max. 60 Hz refresh) and in-built WiFi connectivity that allows the user to stream games from a host PlayStation 5 system. Insider Gaming's Tom Henderson has gathered information from company sources since that showcase, and proposed that the device can only sustain 3-4 hour play times. He also proposed that Sony should seriously consider launching the device at a low price of $200, given the handheld's alleged limited function as Remote Play-only. It is odd that Microsoft's legal representatives think that Project Q will act as a highly portable PlayStation 5 console, but they likely did not pay attention to the limited details available to them.

Barbie Crossover Content Available Now in Forza Horizon 5

This Barbie is a gamer! Together with Warner Bros. Pictures and Mattel, Xbox is excited to invite fans on a fun, fashionable, and inspirational ride this summer to celebrate the much-anticipated release of the new movie "Barbie," premiering in theaters on July 21. Bringing Barbie's signature flair to our gaming platform, we're honoring all that there is to love about this iconic role model: her persevering optimism, wide-ranging career journey and never-ending capacity for self-discovery. Audiences of "Barbie" will follow the heroine to the furthest reaches of Barbie Land and beyond, and now fans can follow in her high-heeled footsteps with exclusive Forza Horizon 5 in-game content, an inspiring video about careers in gaming with a Barbie touch, the first ever Xbox Barbie dolls, and our most stylish custom Xbox hardware yet.

The highly anticipated film of the summer, BARBIE, comes to the big screen taking audiences to the vibrant world of Barbie Land - where every day is the best day ever! Now, the Horizon Festival will celebrate by giving Forza Horizon 5 players the keys to two stunning cars featured in this bold movie adaptation. Starting June 26, all players will receive the Barbie iconic 1956 Chevrolet Corvette EV and the Ken 2022 GMC HUMMER EV Pickup in their Forza Horizon 5 Message Center. We're also hosting an in-game UGC contest themed around the joy, wonder and adventures of Barbie. Be it a photo, EventLab, or another type of UGC, share your BARBIE content on Twitter or Instagram before July 14, 2023, and include the hashtag #FH5BarbieMovie to be entered for a chance to win an unmissable BARBIE prize pack.

Microsoft Expects to Construct a Quantum Supercomputer Within a Decade

Earlier this week Microsoft revealed its roadmap for the building of a proprietary quantum supercomputer. The company's research department has been making progress with the elusive building blocks of topological qubits over a number of years. Microsoft's VP of advanced quantum development - Krysta Svore - has informed TechCrunch that their team anticipates it taking under ten years to construct and complete a quantum supercomputer utilizing qubits, with a view to perform a reliable one million quantum operations per second. Svore stated: "We think about our roadmap and the time to the quantum supercomputer in terms of years rather than decades."

Majorana-based qubits are extremely difficult to create, but worth the effort due to being inherently stable. Microsoft's quantum team has dedicated itself to hitting a first milestone, with more devices developed and data collected since last year's major breakthrough. Svore reiterates: "Today, we're really at this foundational implementation level...We have noisy intermediate-scale quantum machines. They're built around physical qubits and they're not yet reliable enough to do something practical and advantageous in terms of something useful. For science or for the commercial industry. The next level we need to get to as an industry is the resilient level. We need to be able to operate not just with physical qubits but we need to take those physical qubits and put them into an error-correcting code and use them as a unit to serve as a logical qubit." Svore's team is focusing more on the building of hardware-protected qubits, that are tiny - "smaller than 10 microns on a side" with performance of one qubit operation in less than a microsecond.

Microsoft to Increase Xbox Series X and Game Pass Pricing in August

According to the Verge, Microsoft is getting ready to hike up the price of its Xbox Series X console come August, but apparently only in some parts of the world. However, the company is also readying a small price increase in its Game Pass pricing as well, that will take effect globally. The Game Pass pricing increase in the US will be a mere US$1 from US$9.99 to US$10.99 a month, whereas the Game Pass Ultimate will see an increase of US$2, from US$14.99 to US$16.99 a month, with European countries seeing the same kind of increase in cost, but in Euro instead of Dollars. The Verge has a list of other regional price increases for the Game Pass for those interested.

As for the Xbox Series X, Europe, Canada and Australia are said to see a hike in pricing, whereas the US, Japan and some South American nations are apparently avoiding a price hike for now. The new pricing will be £479.99 in the UK, €549.99 in most EU countries, C$649.99 in Canada and AU$799.99 in Australia. The new pricing is said to take effect on the first of August. The Xbox Series S will apparently avoid a price hike for now.

Major CSPs Aggressively Constructing AI Servers and Boosting Demand for AI Chips and HBM, Advanced Packaging Capacity Forecasted to Surge 30~40%

TrendForce reports that explosive growth in generative AI applications like chatbots has spurred significant expansion in AI server development in 2023. Major CSPs including Microsoft, Google, AWS, as well as Chinese enterprises like Baidu and ByteDance, have invested heavily in high-end AI servers to continuously train and optimize their AI models. This reliance on high-end AI servers necessitates the use of high-end AI chips, which in turn will not only drive up demand for HBM during 2023~2024, but is also expected to boost growth in advanced packaging capacity by 30~40% in 2024.

TrendForce highlights that to augment the computational efficiency of AI servers and enhance memory transmission bandwidth, leading AI chip makers such as Nvidia, AMD, and Intel have opted to incorporate HBM. Presently, Nvidia's A100 and H100 chips each boast up to 80 GB of HBM2e and HBM3. In its latest integrated CPU and GPU, the Grace Hopper Superchip, Nvidia expanded a single chip's HBM capacity by 20%, hitting a mark of 96 GB. AMD's MI300 also uses HBM3, with the MI300A capacity remaining at 128 GB like its predecessor, while the more advanced MI300X has ramped up to 192 GB, marking a 50% increase. Google is expected to broaden its partnership with Broadcom in late 2023 to produce the AISC AI accelerator chip TPU, which will also incorporate HBM memory, in order to extend AI infrastructure.
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