HXL (@9550pro) has highlighted an intriguing pinned post on the Chinese Zhihu community site—where XZiar, a self described "Central Processing Unit (CPU) expert," has shared a very fuzzy/low quality screenshot of a Windows Task Manager session. The information on display indicates that a "Genuine Intel(R) 0000 1.0 GHz" processor was in use—perhaps a very early Lunar Lake (LNL) engineering sample (ES1). XZiar confirmed the pre-release nature of the onboard chip, and teased its performance prowess: "It's good to use the craftsmanship that others have stepped on. It can run 2.8 GHz with only A1 step, and it is very smooth."

The "A1" designation implies that the leaked sample is among the first LNL processor prototypes to exit manufacturing facilities—Intel previewed its "Lunar Lake-MX" SoC package to press representatives last November. XZiar's followers have pored over the screenshot and ascertained that the leaked example sports a "8-core + 8-thread, without Hyperthreading, 4P+4LPE" configuration. Others were confused by the chip's somewhat odd on-board cache designations—L1: 836 KB, L2: 14 MB and L3: 12 MB—XZiar believes that prototype's setup "is obviously not up to par," when a replier compares the spec to an N300 series processor. It is theorized that Windows Task Manager is simply not fully capable of detecting the sample's full makeup, but XZiar reckons that 12 MB of L3 cache is the correct figure.

Intel's 14th Generation "Raptor Lake Refresh" processor series debuted in "enthusiast" SKU form last October—Team Blue's official product unveiling was less than surprising, since multiple SKUs and specifications had been leaked throughout mid-to-late 2023. The true top-of-the-pile Intel Core i9-14900KS SKU was first linked to a possible announcement at January's CES trade show, but did not appear in any of last year's leaked product lists. Team Blue proceeded to introduce its 14th Gen "mainstream" 65 W SKUs to the crowd in Las Vegas, but the leaked Core i9-14900KS model did not pop up, contrary to tipster claims—Intel had a history of presenting "KS" variants during January showcases.

Industry experts reckon that the current Raptor Lake Refresh flagship—Core i9 14900K—is getting some extra time in the spotlight, before its inevitable dethroning courtesy of a "Special Edition" sibling. BenchLife has reached out to its cadre of insiders, following yesterday's reports of a "gargantuan 409 W maximum package power draw." The alleged top dog 14th Gen Core part is perhaps only a month away from launch, as leaked by industry moles: "According to our reliable sources, Intel plans to launch the Intel Core i9 in mid-March 2024. 14900KS is a limited edition processor with a clock speed of 6.2 GHz, but we cannot confirm whether it will be sold to a specific system vendor or a specific channel."

Apple CEO, Tim Cook, discussed planned generative AI software features during an early February earnings call: "As we look ahead, we will continue to invest in these and other technologies that will shape the future. That includes artificial intelligence, where we continue to spend a tremendous amount of time and effort, and we're excited to share the details of our ongoing work in that space later this year." His "prepared" statement did not provide any specific insights into involved technologies, but many iPhone experts believe that the upcoming release of iOS 18 could be "the biggest update" in Apple mobile operating system history. The American multinational technology giant is seemingly taking a relaxed approach with internal artificial intelligence developments—rival smartphone maker, Samsung, has already jumped into the on-the-go AI deep end with its recently launched Galaxy S24 series. Qualcomm's Snapdragon 8 Gen 3 (for Galaxy) chipset is ready to take on all sorts of artificial intelligence-augmented tasks, while a next-gen ARM Cortex-X "Blackhawk" unit (leveraging "great" LLM performance) is in the pipeline for a late 2024 rollout.

Taiwan's Economic Daily News has reached out to insider contacts, albeit on the hardware side of things—their sources reckon that Apple is working on next generation processors that sport "significantly upgraded Neural Engine performance with additional cores." Tipsters believe that plans for 2024 include an effort to "significantly strengthen the AI computing power of the (existing) M3 and A17 processors," while the true "new generation" M4 and Bionic A18 chipsets will be augmented with greater AI computing core counts. Taiwan's top foundry is reportedly in the mix: "Apple has strengthened the AI computing performance of mobile devices and greatly increased the computing power of its own processors, which has simultaneously increased its wafer investment in TSMC. According to industry sources, Apple's wafer production volume for TSMC's 3 nm enhanced version process this year is expected to increase by more than 50% compared with last year, making it firmly the largest customer of TSMC."

Various news outlets have been keeping tabs on OpenAI's CEO—Sam Altman—the AI technology evangelist was reported to be pursuing an ambitious proprietary AI chip project in early 2024. Inside sources pointed to late-January negotiations with important investment personnel in the Middle East—many believe that OpenAI leadership is exploring the idea of establishing its own network of semiconductor production plants. Late last week, The Wall Street Journal followed up on last month's AI industry rumors: "(Altman) has another great ambition: raising trillions of dollars to reshape the global semiconductor industry. The OpenAI chief executive officer is in talks with investors including the United Arab Emirates government to raise funds for a wildly ambitious tech initiative that would boost the world's chip-building capacity, expand its ability to power AI." One anonymous insider reckons that "the project could require raising as much as $5 trillion to $7 trillion."

TSMC is reportedly in the equation—Altman allegedly conducted talks with top brass last month—their expertise in cutting edge fabrication techniques would be of great value, although it is somewhat futile to reveal too many industry secrets given the sheer scale of OpenAI's (reported) aggressive expansion plans. The Wall Street Journal (WSJ) suggests that the embryonic venture is far more "open" than previously reported—a collaborative venture could be established once funding is secured, although Altman & Co. face "significant obstacles" en route. WSJ proposes that the somewhat OpenAI-centric fabrication network is best founded by a joint partnership—involving multiple investors, contract chip manufacturers (perhaps TSMC), and energy/power providers. OpenAI appears to be the "primary buyer" of resultant fabricated AI chips, with manufacturing services also offered to other clients. The scale of such an endeavor is put into perspective by WSJ's analysis (via inside sources): "Such a sum of investment would dwarf the current size of the global semiconductor industry. Global sales of chips were $527 billion last year and are expected to rise to $1 trillion annually by 2030. Global sales of semiconductor manufacturing equipment—the costly machinery needed to run chip factories—last year were $100 billion, according to an estimate by the industry group SEMI."

Attention is now turning to the late February Mobile World Congress (WWC) 2024 trade show—following journos recovering from their recent CES gauntlet-esque ordeals. An exclusive Windows Report piece proposes that Lenovo representatives will be heading to Barcelona with a very special next generation laptop in hand. The publication has a outed a number of upcoming portable devices, two weeks prior to Lenovo's intended showcase (February 26 - 29)—we witnessed a similar occurrence last year with WinFuture leaking Microsoft's September Surface refreshes. Six notebook refreshes (ThinkPad and ThinkBook) are mentioned in the latest report, as well as Gen 2 version of Lenovo's ThinkVision M14T portable monitor.

The alleged headliner seems to be a concept model, that slides into the company's ThinkBook range—Windows Report has leaked heavily watermarked images, but little in the way of technical specifications: "Lenovo's transparent laptop features a bezel-less design, with the display being completely see-through. The deck also seems completely transparent, with the main components being housed in and under the chin, which is the area that's not transparent. There's also a non-transparent slim frame that surrounds the entire deck, probably housing the ports." An anonymous source reckons that the transparent OLED ThinkBook runs on Windows 11, and Lenovo's tried and trusted design language is very apparent (when in use).

Last week SK Hynix revealed ambitious plans for its next wave of High Bandwidth Memory (HBM) products—their SEMICON Korea 2024 presentation included an announcement about cutting-edge HBM3E entering mass production within the first quarter of this year. True next-gen HBM development has already kicked off—TPU's previous report outlines an HBM4 sampling phase in 2025, followed by full production in 2026. South Korea's Pulse News believes that TSMC has been roped into a joint venture (with SK Hynix). An alleged "One Team" strategic alliance has been formed according to reports emerging from Asia—this joint effort could focus on the development of HBM4 solutions for AI fields.

Reports from last November pointed to a possible SK Hynix and NVIDIA HBM4 partnership, with TSMC involved as the designated fabricator. We are not sure if the emerging "One Team" progressive partnership will have any impact on previously agreed upon deals, but South Korean news outlets reckon that the TSMC + SK Hynix alliance will attempt to outdo Samsung's development of "new-generation AI semiconductor packaging." Team Green's upcoming roster of—"Hopper" H200 and "Blackwell" B100—AI GPUs are linked to a massive pre-paid shipment of SK Hynix HMB3E parts. HBM4 products could be fitted on a second iteration of NVIDIA's Blackwell GPU, and the mysterious "Vera Rubin" family. Notorious silicon industry tipster, kopite7kimi, believes that "R100 and GR200" GPUs are next up in Team Green's AI-cruncher queue.

DigiTimes Asia has reached out to insiders at fabrication toolmakers in an effort to delve deeper into claims made by industry analysts at the start of 2024—both SemiAnalysis and China Renaissance have proposed that TSMC is unlikely to adopt High-NA EUV production techniques within a five year period. The latest news article explores a non-upgrade approach for the next couple of years: "TSMC has not placed orders for high-numerical aperture (High-NA) extreme ultraviolet (EUV) tools and is unlikely to use the technology in 2 nm and 1.4 nm (A14) process manufacturing." Intel Foundry Services (IFS) will be one of the first semiconductor manufacturers to go online with ASML's latest and greatest machinery, although no firm timeframes have been confirmed. Team Blue's Taiwanese rival (and occasional business partner) is seemingly happy with its existing infrastructure, but industry watchdogs propose that cost considerations are key factors behind TSMC's cautious planning for the next decade.

The DigiTimes insider sources believe that TSMC will not budge until at least 2029, possibly coinciding with a 1 nm production node—analysts at China Renaissance reckon that High-NA EUV machines could be delivered in the future when facilities are readied for an "A10" codenamed process. TSMC published a very ambitious "transistor count" product timeline in early January (see below)—the first "1 nm" products are supposedly targeted for a 2030 rollout, but this schedule could change due to unforeseen circumstances. Intel is expected to "phase in" its fanciest ASML gear collection once the 18A process becomes old hat—Tom's Hardware thinks that 2026 - 2027 is a feasible timeframe.

Supply chain insiders have claimed that Intel is working on extending the lifespan of its LGA 1700 platform—a BenchLife report proposes that the "Bartlett Lake-S" processor family is due soon, courtesy of Team Blue's Network and Edge (NEX) business group. Only a few days ago, the rumor mill had placed "Bartlett Lake-S" CPUs in a mainstream desktop category, due to alleged connections with the Raptor Lake-S Refresh series—the former is also (supposedly) based on the Intel 7 processor process. BenchLife believes that DDR4 and DDR5 memory will be supported, but with no mention of possible ECC functionality. Confusingly, chip industry tipsters believe that the unannounced processors could be launched as 15th Gen Core parts.

BenchLife has a history of discovering and reporting on Intel product roadmaps—apparently Bartlett Lake-S can leverage the same core configurations as seen on Raptor Lake-S; namely 8 Raptor Cove P-Cores and 16 Gracemont E-Cores. An insider source claims that a new pure P-Core-only design could exist, sporting up to twelve Raptor Cove units. According to a leaked Bartlett Lake-S series specification sheet: "the iGPU part will use (existing) Intel Xe architecture, up to Intel UHD Graphics 770." The publication alludes to some type of AI performance enhancement as a distinguishing feature for Bartlett Lake-S, when lined up against 14th Gen Core desktop SKUs. Folks salivating at the prospect of a mainstream DIY launch will have to wait and see (according to BenchLife's supply chain insider): "judging from various specifications, this product belonging to the Intel NEX business group may also be decentralized to the consumer market, but the source did not make this part too clear and reserved some room for maneuver."

Semiconductor Manufacturing International Corp (SMIC) is preparing new semiconductor production lines at its Shanghai facilities according to a fresh Reuters report—China's largest contract chip maker is linked to next generation Huawei SoC designs, possibly 5 nm-based Kirin models. SMIC's newest Shanghai wafer fabrication site was an expensive endeavor—involving a $8.8 billion investment—but their flagship lines face a very challenging scenario with new phases of mass production. Huawei, a key customer, is expected to "upgrade" to a 5 nm process for new chip designs—their current flagship, Kirin 9000S, is based on a SMIC 7 nm node. Reuter's industry sources believe that the foundry's current stable of "U.S. and Dutch-made equipment" will be deployed to "produce 5-nanometer chips."

Revised trade rulings have prevented ASML shipping advanced DUV machinery to mainland China manufacturing sites—SMIC workers have reportedly already repurposed the existing inventory of lithography equipment for next-gen pursuits. Burn Lin (ex-TSMC), a renowned "chip guru," believes that it is possible to mass produce 5 nm product on slightly antiquated gear (previously used for 7 nm)—but the main caveats being increased expense and low yields. According to a DigiTimes Asia report, mass production of a 5 nm SoC on SMIC's existing DUV lithography would require four-fold patterning in a best case scenario.

During a January 31 Earnings Call, Cristiano Renno Amon (President and CEO of Qualcomm) discussed the upcoming launch of his company's Snapdragon X Elite processor—an ARM-based SoC that is built "for AI" on next generation tablets, notebooks and ultra-slim laptops. The twelve onboard custom Oryon cores are part of a package that will become (in marketing terms): "the most powerful, intelligent, and efficient processor ever created for Windows in its class. With cutting edge responsiveness, navigate demanding multi-tasking workloads across productivity, creativity, immersive entertainment, and more..." Amon and his executive colleagues are targeting a middle-of-2024 launch of Snapdragon X Elite-powered devices, he also mentioned a next-gen version of Microsoft's operating system in the same sentence: "We're tracking to the launch of products with this chipset tied with the next version of Microsoft Windows that has a lot of the Windows AI capabilities. We're still maintaining the same date, which is driven by Windows, which is mid-2024, getting ready for back-to-school."

The rumor mill has "Windows 12" marked down for a summer 2024 launch period—last December, Taiwan's Commercial Times reported on a number sources within the PC manufacturing industry—alluding to a June release date. Intel Chief Financial Officer Dave Zinsner relayed a similar schedule to a Citi interviewer (reported by PC Gamer): "We actually think '24 is going to be a pretty good year for client, in particular, because of the Windows refresh. And we still think that the installed base is pretty old and does require a refresh and we think next year may be the start of that, given the Windows catalyst. So we're optimistic about how things will play out beginning in '24."

Crucial launched its Crucial T700 Gen 5 SSD family midway through last year—a "marquee product" within their (at the time) new Pro Series family—thanks to industry-leading performance. Micron's consumer brand boasted about the T700's technical prowess: "sequential read/write speeds (of) up to 12,400 MB/s and 11,800 MB/s respectively." The Micron 232-layer TLC NAND-equipped SSD range was leaked two months ahead of an eventual May 2023 launch, and history is seemingly repeating itself with a semi-related product in early 2024. Hardware sleuth, momomo_us, has uncovered Crucial T705 and T705 Limited Edition models—the latter appears to be outfitted with a special white variation of the company's "SSD5" corrugated passive heatsink design (as seen in W1zzard's T700 review). Crucial's "SSD3" model suffix indicates a barebones package—minus the chunky "premium" aluminium and nickel-plated copper heatsink.

An alleged T705 specification sheet was leaked to social media over the past weekend—courtesy of Deepbluen's response to the initial momomo_us post. Crucial seems to be targeting industry leading performance once more—their 2 TB T705 model leads the pack with 14,500 MB/s read and 12,700 MB/s write speeds. The capacity range topper (4 TB) trails a little bit behind at 14,100 MB/s read and 12,400 MB/s (respectively), with the 1 TB model exhibiting a relatively sluggish 13,600 MB/s read and 10,200 MB/s (respectively). The leaked sheet does not contain any details regarding Crucial's choice of controller, as well as DRAM cache numbers and endurance figures. We see a repeat of the T700's Micron 232-layer TLC NAND, but we will have to wait a little longer to find out whether Phison's E26 controller is making a comeback (with entailing potential technical issues).

AMD's December 2023 launch of new Instinct series accelerators has generated a lot of tech news buzz and excitement within the financial world, but not many folks are privy to Team Red's MSRP for the CDNA 3.0 powered MI300X and MI300A models. A Citi report has pulled back the curtain, albeit with "projected" figures—an inside source claims that Microsoft has purchased the Instinct MI300X 192 GB model for ~$10,000 a piece. North American enterprise customers appear to have taken delivery of the latest MI300 products around mid-January time—inevitably, top secret information has leaked out to news investigators. SeekingAlpha's article (based on Citi's findings) alleges that the Microsoft data center division is AMD's top buyer of MI300X hardware—GPT-4 is reportedly up and running on these brand new accelerators.

The leakers claim that businesses further down the (AI and HPC) food chain are having to shell out $15,000 per MI300X unit, but this is a bargain when compared to NVIDIA's closest competing package—the venerable H100 SXM5 80 GB professional card. Team Green, similarly, does not reveal its enterprise pricing to the wider public—Tom's Hardware has kept tabs on H100 insider info and market leaks: "over the recent quarters, we have seen NVIDIA's H100 80 GB HBM2E add-in-card available for $30,000, $40,000, and even much more at eBay. Meanwhile, the more powerful H100 80 GB SXM with 80 GB of HBM3 memory tends to cost more than an H100 80 GB AIB." Citi's projection has Team Green charging up to four times more for its H100 product, when compared to Team Red MI300X pricing. NVIDIA's dominant AI GPU market position could be challenged by cheaper yet still very performant alternatives—additionally chip shortages have caused Jensen & Co. to step outside their comfort zone. Tom's Hardware reached out to AMD for comment on the Citi pricing claims—a company representative declined this invitation.

An interesting Intel document leaked out last month—it contained detailed pre-release information that covered their upcoming 15th Gen Core Arrow Lake-S desktop CPU platform, including a possible best scenario 8+16+1 core configuration. Thorough analysis of the spec sheet revealed a revelation—the next generation Core processor family could "lack Hyper-Threading (HT) support." The rumor mill had produced similar claims in the past, but the internal technical memo confirmed that Arrow Lake's "expected eight performance cores without any threads enabled via SMT." These specifications could be subject to change, but tipster—InstLatX64—has uprooted an Arrow Lake-S engineering sample: "I spotted (CPUID C0660, 24 threads, 3 GHz, without AVX 512) among the Intel test machines."

The leaker had uncovered several pre-launch Meteor Lake SKUs last year—with 14th Gen laptop processors hitting the market recently, InstLatX64 has turned his attention to seeking out next generation parts. Yesterday's Arrow Lake-S find has chins wagging about the 24 thread count aspect (sporting two more than the fanciest Meteor Lake Core Ultra 9 processor)—this could be an actual 24 core total configuration—considering the evident lack of hyper-threading, as seen on the leaked engineering sample. Tom's Hardware reckons that the AVX-512 instruction set could be disabled via firmware or motherboard UEFI—if InstLatX64's claim of "without AVX-512" support does ring true, PC users (demanding such workloads) are best advised to turn to Ryzen 7040 and 8040 series processors, or (less likely) Team Blue's own 5th Gen Xeon "Emerald Rapids" server CPUs.

Everyone's favorite PC hardware tipster, momomo_us, has spotted a bunch of interesting SKUs registrations—the Eurasian Economic Commission (EEC) portal is normally a good source of pre-release information. ASUS appears to have submitted (on January 30) a wide range of AMD and Intel chipsetted mainboards with the Customs Union of Belarus, Kazakhstan, and Russia. The presence of Pro WS X690E-SAGE SE and Pro WS X690E-SAGE SE WIFI models attracted the most attention—fellow tipster HXL/@9550pro proposed that AMD's incoming X690 tech could be an X670 offshoot. They made reference to an AORUS BIOS screenshot showing a "common options" setting for AM4 generation X570 and X590 chipsets. The latter was a workstation solution that never reached finalized retail form.

Team Red has not officially announced the X690 chipset, so we know little else beyond this week's SKU filings. ASUS has produced a number of Pro Workstation Series for AMD platforms—the most recent examples being very fancy WRX90 and TRX50 motherboards for the mighty "Storm Peak" Threadripper 7000 processor family. VideoCardz reminds us that ASUS has not updated its Ryzen and Ryzen PRO "consumer and business" mainboard product range since the X570 days, so it is encouraging to see some potential new AM5 options on the horizon. On occasion, EEC SKU registrations do not lead to finalized retail products, so plans are subject to change.

Qualcomm and its smartphone manufacturer partners are reported to be in a rush to get the Snapdragon 8 Gen 4 chipset released later this year—Digital Chat Station believes that a pioneering mobile device could enter a mass production phase around September of this year. Prototype devices are allegedly up and running—the tipster's insider sources have alluded to engineering samples being capable of reaching 4.0 GHz clocks on a high-powered Big Core (Nuvia's Oryon or Phoenix). Qualcomm's Snapdragon 8 Gen 3 SoC was revealed last October, and working hardware is slowly trickling out via retail avenues in early 2024—Digital Chat Station does not provide any reasoning behind the race to get the successor across the finish line within the same year.

An unnamed smartphone manufacturer is said to have outfitted a "dual-curved screen" model with a Snapdragon 8 Gen 4 chipset—Wccftech's report suggests that Xiaomi usually gets first dibs on cutting edge Qualcomm processor tech. The Nuvia engineering team has likely got their custom Oryon cores running to more than satisfactory levels—the article points out that: "a previous Geekbench 6 single-core and multi-core leak revealed that the (3 nm) Snapdragon 8 Gen 4 competes with Apple's M3 and is 46 percent faster than the Snapdragon 8 Gen 3 in multi-threaded workloads." Qualcomm is facing fierce flagship chip competition in 2024—MediaTek's Dimensity 9400 SoC could arrive at a cheaper price point, while offering comparable performance and efficiency.

Insider Gaming's Tom Henderson has managed to glean information from a recent Sledgehammer Games "Town Hall" meeting—his source(s) allege that the Activision subsidiary is set for some major restructuring. Last week, Microsoft announced widespread cuts across its Xbox and Activision Blizzard departments—according to Henderson's investigations: "30% of Sledgehammer Games staff have lost their jobs." An earlier version of his report outlines a return to a "Work From Home" model for the rest of 2024, given that the studio is allegedly vacating their current space (located in Foster City, California). He suggested that this is a temporary measure: "until a new office is found near its current location. It's expected that employees will be working from home until the end of 2024."

Insider Gaming claims that it sources have leaked Activision's future plans for their highly prized Call of Duty franchise—despite layoffs and adjusted work conditions, the company's top brass are sticking with a regular release schedule: It's a move that comes at an interesting time for Sledgehammer Games, as it it was also announced during the Town Hall that the studio would be the main developer for Activision's 2027 Call of Duty title. Infinity Ward will be heading Call of Duty 2026, understood to be in the Modern Warfare universe. Call of Duty 2025 is currently planned to be a semi-futuristic Black Ops 2 sequel under the codename Saturn."

Japan's PC_Focus social media account has shared some slightly damning insider information regarding the performance of Dragon's Dogma 2 on current generation consoles. Capcom's much anticipated action role player is scheduled for a March 22 multiplatform launch—encompassing versions for PC, PlayStation 5, Xbox Series X and Series S. The upcoming sequel leverages the company's proprietary RE Engine (Reach for the Moon Engine)—contrary to widespread misinformation, "RE" does not stand for Resident Evil. A "Japanese insider" familiar with pre-release builds has relayed information to PC_Focus about Dragon's Dogma 2 running at "30 FPS on consoles." An IGN Japan weekend report is also cited—the publication confirms that the game "features only 1 save slot," with "auto and manual sharing the same slot."

Dragon's Dogma 2 Steam profile provides system requirements for PC platforms in "Minimum" and "Recommended" categories—as noted by Wccftech, both sheets list estimated performance for 30 FPS: "(for) minimum specs, the Steam page lists an AMD Ryzen 5 3600 CPU, which on paper, is roughly equivalent to the CPU inside the PlayStation 5 and Xbox Series." Capcom has not divulged any official details regarding Dragon's Dogma 2's visual modes for games consoles—be it "Quality" or "Performance." We hope to see some clarification pop up in pre-release material leading up to the game's late March launch.

A Taiwan Economic Daily news article proposes that a couple of high profile clients are considering TSMC's 2 nanometer process—Apple is widely believed to be the first customer to join the foundry's queue for cutting edge services. The report posits that Intel is also signed up on the Taiwanese firm's 2 nm reservation list—TSMC is expected to start production in 2025—insiders reckon that Team Blue's "Nova Lake" CPU family is the prime candidate here. Its CPU tile is alleged to utilize TSMC 2 nm node. Intel's recent "Core" processor roadmaps do not display any technologies beyond 2025—many believe that "Nova Lake" is pencilled in for a loose 2026 launch window, perhaps within the second half of the year.

The existence of "Nova Lake" was revealed late last year by HWiNFO patch notes—a short entry mentioned preliminary support for the family's integrated GPU. Intel is engaged in hyping up of its own foundry's 20A and 18A processes, but remain reliant on TSMC plants for various bits of silicon. Industry tipsters reckon that aspects of "Lunar Lake" CPUs are based on the Taiwanese foundry's N3B node. Team Blue Corporation and United Microelectronics Corporation (UMC) announced a new development partnership last week, but initial offerings will arrive on a relatively passé "12-nanometer semiconductor process platform." TSMC's very advanced foundry services seem to be unmatched at this juncture.

Digital Chat Station has seemingly received insider information regarding the performance of Qualcomm's Snapdragon 8 Gen 4 mobile chipset—their source reports that a probable engineering sample is already exceeding its predecessor's Big core (Cortex-X4) maximum limit of 3.3 GHz. The rumor mill has Nuvia's custom Oryon cores linked to the next generation mobile processor, although some experts think that the Phoenix design was selected for Gen 4. Qualcomm's Snapdragon X Elite notebook SoC was unveiled last October—this ARM-based solution is set to deliver "a dramatic leap in innovation for computing" thanks to Nuvia's custom Oryon technology. Kedar Kondap, Senior Vice President & General Manager of Compute & Gaming stated that the Snapdragon X Elite offers: "super-charged performance that will delight consumers with incredible power efficiency and take their creativity and productivity to the next level."

Digital Chat Station's brief assessment of the prototype Snapdragon 8 Gen 4's Big core prowess is also glowing: "4.0 GHz is no longer a dream" on smartphones. Past reports have Qualcomm signed up with TSMC for an unspecified 3 nm production process—next generation silicon will benefit greatly in terms of power efficiency, with custom Oryon or Phoenix cores (allegedly) achieving greater clock speeds thanks to some extra headroom. As mentioned above, the previous-gen Kryo Prime core—using TSMC's advanced 4 nm node—is factory restricted to 3.3 GHz. Tipsters reckon that efficiency cores are not part of the Snapdragon 8 Gen 4 design, due to the innate benefits of 3 nm—according to Digital Chat Station, MediaTek is taking similar steps with its upcoming Dimensity 9400 SoC.

Everest (@Olrak29_) has kept track of many AMD processor families over the past couple of years—his latest insight provides an early look at the alleged internal makeup of Team Red's "Kraken Point" APU series. The rumor mill has designated these next-gen mobile processors as 2025 follow-ups to the recently launched Ryzen 8040 "Hawk Point" family of mainstream laptop APUs. The tipster's initial social media post only mentioned the presence of both Zen 5 and Zen 5c cores within Kraken Point processors, but he later clarified that a total of eight cores would include four large units and four smaller types. TPU's past coverage of Kraken Point pointed to rumors of an 8-core, 16-thread configuration, but leaked slides (from late 2023) did not mention the integration of efficiency-tuned Zen 5c "Prometheus" cores, along with presumed Zen 5 "Nirvana" cores.

Everest's continuous flow of insider information reveals that "Kraken Point" shares many "Hawk Point" traits—four workgroup processors (WGP) could be present on final retail products, granting eight compute units (8 CUs in total). He responded to a query regarding AMD's choice of integrated graphics technology—the succinct answer being RDNA 3.5. Past leaks allege that XDNA 2 will drive the NPU side of things—offering a performance range of around 45 to 50 TOPS. The Kraken Point APU is believed to be sticking with a safe monolithic die design, manufactured on a non-specific 4 nm process. Team Red is rumored to be in TSMC's order books for all sorts of next generation silicon.

Earlier today, Bloomberg published a report that covers expert analysis of the Nintendo Switch successor's alleged display credentials. The media outlet cites claims made by Hiroshi Hayase—Research Manager (of Small Medium Displays) at Omdia. The analyst proposes that Nintendo's hardware design team has selected an eight inch LCD screen for their "Switch 2" games console, he also believes that the launch model is due at some point this year. Hayase-san has gleaned information from supply chain insiders—the Switch successor could double shipments of entertainment-oriented "small displays." Sharp Corporation is believed to be Nintendo's main supplier, according to interpretations of deliberately vague company statements.

Nintendo's 2017 launch model sported a 6.2-inch LCD display, a more portable Lite version arrived in 2019 with a 5.5-inch display, and a larger 7-inch OLED iteration was released back in 2021. Gaming communities have long speculated about an abandoned "Switch Pro" model—many believe that the project was dropped due to ongoing supply chain problems during lockdown periods. The Switch OLED (plus its modernized dock station) is believed to be an interim gap fill. Nintendo has revealed little about their next generation gaming console, but development partners have been making some noise lately. According to a 4Gamer.net interview article, workers at Japanese studios (CAPCOM, Koei Tecmo, and Spike Chunsoft) have expressed major excitement about the upcoming model's prospects. GDC's 2024 State of the Game Industry report revealed that 240 respondents have admitted that they are actively working on Switch 2 games software.

MSI presented a massive table of GeForce RTX 40 SUPER series custom design graphics cards at CES 2024—TPU spent a lot of time photographing and documenting everything GPU-related at the tech company's booth. The kind-of mysterious GeForce RTX 4080 SUPER 16G EXPERT model seemed to get a lot of attention from online PC hardware communities. The brand new and very substantial EXPERT shroud design integrates a Zero Frozr cooling solution, but folks were quick to link its aesthetic (and vapor chamber setup) to NVIDIA's dual fan Founders Edition cooling solution. MSI has not yet published a dedicated GeForce RTX 4080 SUPER 16G EXPERT product page, while all of the other models from CES are uploaded and active.

A tipster on social media has posted a screenshot of the 16G EXPERT's specification sheet—wxnod has uncovered alleged factory settings ahead of review and launch day embargos, although pricing is still unknown at the time of writing. The leaked core figures include a boost clock of 2610 MHz in GAMING and SILENT modes (60 MHz above reference), while the MSI Center software suite can activate an Extreme Performance mode: 2625 MHz. These figures align with the SUPER SUPRIM model's core clock specs—the SUPRIM X sits above everything else as the fastest card in MSI's RTX 4080 SUPER stable. MSI's official introduction stated that the 16G EXPERT: "features a push-pull airflow design for enhanced cooling efficiency. The enclosure is constructed with aluminium Die-Casting for structural strength, while Core Pipe and a Vapor Chamber work to efficiently dissipate heat. Lastly, a patented fan design provides quiet yet reliable airflow." We hope to see the MSI GeForce RTX 4080 SUPER 16G EXPERT's addition to the TPU GPU database.

LaminiAI appeared to be one of the first customers to receive an initial shipment of AMD's Instinct MI300X accelerators, as disclosed by their CEO posting about functioning hardware on social media late last week. A recent Taiwan Economic Daily article states that the "MI300X is rumored to have begun supply"—we are not sure about why they have adopted a semi-secretive tone in their news piece, but a couple of anonymous sources are cited. A person familiar with supply chains in Taiwan divulged that: "(they have) been receiving AMD MI300X chips one after another...due to the huge shortage of NVIDIA AI chips, the arrival of new AMD products is really a timely rainfall." Favorable industry analysis (from earlier this month) has placed Team Red in a position of strength, due to growing interest in their very performant flagship AI accelerator.

The secrecy seems to lie in Team Red's negotiation strategies in Taiwan—the news piece alleges that big manufacturers in the region have been courted. AMD has been aggressive in a push to: "cooperate and seize AI business opportunities, with GIGABYTE taking the lead and attracting the most attention. Not only was GIGABYTE the first to obtain a partnership with AMD's MI300A chip, which had previously been mass-produced, but GIGABYTE was also one of the few Taiwanese manufacturers included in AMD's first batch of MI300X partners." GIGABYTE is expected to release two new "G593" product lines of server hardware later this year, based on combinations of AMD's Instinct MI300X accelerator and EPYC 9004 series processors.

Until Dawn, an interactive drama horror game, arrived back in 2015 as an exclusive on Sony's PlayStation 4 console—France's Dealabs Magazine believes that updated versions are due for release on PC and PlayStation 5 platforms. One of the site's editors, billbil-kun, is well known for sniffing out insider information—mostly originating from publisher Sony Interactive Entertainment. The latest claims include the hunch that "several PlayStation exclusives were being prepared for an upcoming arrival on PC." It is not clear whether (original developer) Supermassive Games is involved in Until Dawn's current generation refresh, but he expressed confidence in a non-specific team undertaking "development for at least a year." The Quarry, a Supermassive Games-developed title, is often regarded as Until Dawn's spiritual successor—the British studio partnered up with publisher 2K Games for a 2022 multi-platform release.

Sony often turns to (internal studio) Nixxes Software B.V. for major IP conversions and ports—billbil-kun reckons that the Dutch outfit is working on a modernized "Demon's Souls or Ghost of Tsushima" project. Sony's Until Dawn IP is expanding into film, as announced yesterday, so it would make sense to generate renewed interest with upgraded versions on the popular PlayStation 5 console, as well as an introduction to gaming audiences on PC. The French tipster believes that Sony will start teasing the new version of Until Dawn next month, but he cannot confirm whether the development team is working on a simple remaster of a full remake: "If we refer to the title of this new version (simply: Until Dawn), we can imagine that it will perhaps and only be a graphical improvement of the game using the latest graphical advances on PS5 as well as on PC. We can therefore decide, without risking being mistaken, that it will be at least a remastered version."

A DigiTimes Asia report posits that TSMC is preparing another VVIP foundry lane for Apple Inc.—insiders claim that the Taiwanese foundry giant is in the process of expanding production capacity into next generation 2 nm nanometer fields. This expensive and time consuming endeavor is only made possible with the reassurance of big customers being added to the foundry's order books. TSMC's 2 nm-class N2, N2P, and N2X process technologies are due in 2025 and beyond (according to recent presentation slides)—these advanced packages are set to drop with all sorts of innovations: nanosheet gate-all-around (GAA) transistors, backside power delivery, and super-high-performance metal-insulator-metal (SHPMIM). According to a DigiTimes source "Apple is widely believed to be the initial client to utilize the (next-gen) process."

Apple and NVIDIA were reported to be ahead of many important clients in the queue for TSMC's 3 nm process nodes, so it is not surprising to see old patterns repeat (according to industry rumors) again. Apple is expected to update its next generation iPhones, iPad, and Mac laptop product lines with more advanced Bionic and M-series chipsets in 2025. Last year's roster included a rollout of 3 nm TSMC silicon across Apple A17 Pro and M3 ARM-based processors.