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SMIC Reportedly Ramping Up 5 Nanometer Production Line in Shanghai

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.

Honkai: Star Rail-themed MSI GeForce RTX 4090 SUPRIM X Special Edition Gets Leaked

An MSI "Ruan Mei" special edition GeForce RTX 4090 SUPRIM X model has been teased by hongxing2020 on social media—it is not clear whether this is an intentional leak, given the formal office setting photographed in the background. Seemingly finalized retail packaging, heavily updated shroud plus backplate designs, and bundled poster and mousepad merchandise are emblazoned with a 5-star rated Honkai: Star Rail character. As noted by VideoCardz, the web link displayed on MSI's accompanying poster would indicate that the special green and gold special SUPRIM X model is destined for the Chinese PC hardware market—where miHoYo's Honkai games franchise is super popular.

The MSI GeForce RTX 4090 SUPRIM X "Ruan Mei" special edition's packaging does not make a distinction between the onboard GPU being a US sanction-compliant NVIDIA GeForce RTX 4090 D variant, or the original + uncompromised AD102-300-A1. Perhaps it is safe to assume that a first quarter 2024 launch model will sport ever so slightly downgraded internals—MSI has already prepared their standard silver range-topping GeForce RTX 4090 D SUPRIM X model for the region. A small batch of Ruan Mei limited editions could arrive at a later date, once the the standard card has cleared the way.

Financial Analyst Outs AMD Instinct MI300X "Projected" Pricing

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.

Snapdragon 8 Gen 4 Touted for Mass Production in Q3Y24

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.

Sledgehammer Games Reportedly Set to Develop 2027 "Call of Duty" Title

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."

Dragon's Dogma 2 Console Versions Reportedly Running at 30 FPS

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.

Intel Reportedly Selects TSMC's 2 Nanometer Process for "Nova Lake" CPU Generation

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.

Snapdragon 8 Gen 4's High Performance Core Allegedly Hitting 4.0 GHz

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.

Nintendo "Switch 2" with 8-inch LCD Screen Reportedly Prepped for 2024

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.

AMD Instinct MI300X Released at Opportune Moment. NVIDIA AI GPUs in Short Supply

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.

Apple Reportedly in the VVIP Lane for TSMC's 2 Nanometer GAA

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.

MediaTek Dimensity 9400 SoC Reportedly Queued for TSMC Second-Gen 3 Nanometer Process

MediaTek revealed its (now current generation) flagship Dimensity 9300 flagship mobile processor last November, but we are already hearing about its successor's foundation. Digital Chat Station published some early insights on their Weibo micro-blog—the tipster appears to have an inside track at MediaTek's system-on-chip R&D department. The imaginatively named "Dimensity 9400" chipset is reportedly earmarked for mass production chez TSMC, with the foundry's second generation 3 Nm process being the favored node—this information aligns with official announcements as well as industry rumors from last autumn. MediaTek's Dimensity 9300 sports a "one-of-a-kind All Big Core design," with no provision for puny efficiency units—built on TSMC's third generation 4 nm process with four ARM Cortex-X4 cores (going up to 3.25 GHz) and four Cortex-A720 cores (maximum 2.0 GHz).

Digital Chat Station reckons that the 9300's All Big Core configuration will carryover to its next generation sibling, albeit with some major upgrades. MediaTek hardware engineers are alleged to have selected ARM's latest and greatest CPU and Mali GPU designs—the Cortex-X5 core could be a prime candidate in the first category. The rumor mill has the next batch of flagship Exynos SoCs utilizing ARM's fifth generation design. Digital Chat Station proposes that more smartphone manufacturers could adopt a top-flight Dimensity 2024 chip, if its performance can match the closest rivals. Industry experts posit both MediaTek and Qualcomm choosing TSMC's N3E process for their upcoming flagship chipsets—this node apparently "offers improved cost-effectiveness and superior yields" when compared to the first generation N3B process (as ordered by Apple for its latest M and B-series SoCs). Dimensity 9400 is expected to take on Snapdragon 8 Gen 4—this could be a tough fight, given that Qualcomm's offering is set to debut with custom Oryon cores.

Launch Day Build Guide Published for Diablo IV: Season of the Construct

Fight through fearsome Vaults and avoid lethal hazards while fighting alongside your Seneschal Companion in Diablo IV's Season of the Construct. Later today (January 23), dive into a new Seasonal Questline where you'll receive your very own Seneschal Construct. As an exclusive deep dive for Season of the Construct, we're going to give an overview of how to earn your Construct and the Stones needed to increase their lethality. Here's the insider scoop on key builds you can use to obliterate your enemies.

Crush, conquer, Constructs
The Seneschal Construct is obtained during the Seasonal Questline in Season of the Construct. To begin the Seasonal Questline, you'll need to create a new Seasonal Character and select the Skip Main Campaign option to dive right in. If you have not yet completed the Main Campaign, create a new character on the Seasonal realm, complete the prologue, and then use the Skip Main Campaign option to access the Seasonal Questline. Once your Seneschal Companion is obtained, your next step is to customize them with Governing and Tuning Stones. Governing Stones give your companion a variety of abilities, ranging from launching smaller Constructs to detonate on impact to shooting down enemy projectiles. Tuning Stones modify the skills of the associated Governing Stones, such as increasing the attack speed or instantly destroying enemy barriers. Each Construct can be customized with two Governing Stones and six Tuning Stones (three Tuning stones to modify one Governing Stone), leading to a variety of potent combinations to uncover.

Jensen Huang Heads to Taiwan, B100 "Blackwell" GPUs Reportedly in Focus

NVIDIA's intrepid CEO, Jensen Huang, has spent a fair chunk of January travelling around China—news outlets believe that Team Green's leader has conducted business meetings with very important clients in the region. Insiders proposed that his low-profile business trip included visits to NVIDIA operations in Shenzhen, Shanghai and Beijing. The latest updates allege that a stopover in Taiwan was also planned, following the conclusion of Mainland activities. Photos from an NVIDIA Chinese new year celebratory event have been spreading across the internet lately—many were surprised to see Huang appear on-stage in Shanghai and quickly dispense with his trademark black leather jacket. He swapped into a colorful "Year of the Wood Dragon" sleeveless shirt for a traditional dance routine.

It was not all fun and games during Huang's first trip to China in four years—inside sources have informed the Wall Street Journey about growing unrest within the nation's top ranked Cloud AI tech firms. Anonymous informants allege that leadership, at Alibaba Group and Tencent, are not happy with NVIDIA's selection of compromised enterprise GPUs—it is posited that NVIDIA's President has spent time convincing key clients to not adopt natively-developed solutions (unaffected by US Sanctions). The short hop over to Taiwan is reported not to be for R&R purposes—insiders had Huang's visiting key supply partners; TSMC and Wistron. Industry experts think that these meetings are linked to NVIDIA's upcoming "Blackwell" B100 AI GPU, and "supercharged" H200 "Hopper" accelerator. It is too early for the rumor mill to start speculation about nerfed versions of NVIDIA's 2024 enterprise products reaching Chinese shores, but Jensen Huang is seemingly ready to hold diplomatic talks with all sides.

Price War Reportedly Unfolds Between Foundries in China, Taiwan & South Korea

News reports from Asia point to an ongoing price battle between major chip foundries in the region—sluggish market conditions in 2023 have caused the big industry names to adjust charges, in concerted efforts to retain customers. This situation has escalated in early 2024—news media outlets claim that mainland China-situated factories have plenty of new production capacity, and are therefore eager to get their order books filled. The reports point to: "Semiconductor Manufacturing International Corporation (SMIC), Hua Hong Semiconductor and Jinghe Semiconductor lowering the price of tape-out services to chip design companies in Taiwan." Industry insiders believe that several Taiwanese IC designers have jumped onto better deals, as offered by Chinese facilities—it is alleged that Samsung, GlobalFoundries, UMC and Powerchip have all experienced a worrying increase in customer cancellations (at the tail end of 2023). The loss of long-term clients has forced manufacturers—in South Korea and Taiwan—into a price war.

TrendForce's analysis of market trends stated: "Due to the mature manufacturing processes in China, unaffected by US export restrictions, the lowered wafer fabrication costs have become attractive to Taiwanese IC design companies seeking to enhance their cost competitiveness. Reports also indicate that this competitive pressure has forced Taiwan's foundries, UMC and PSMC, to follow suit by reducing their prices. UMC has lowered its 12-inch wafer foundry services by an average of 10-15%, while its 8-inch wafer services have seen an average price reduction of 20%. These price adjustments took effect in the fourth quarter of 2023." Samsung is reportedly slashing prices by ~10-15%, and is expressing a "willingness to negotiate" with key clients in early 2024. Reports state this is a major change in attitude for the South Korean chip giant—allegedly, leadership was unwilling to budge on 2023 tape-out costs. TrendForce reckons that TSMC's response was a bit quicker: "(having) already initiated pricing concessions last year, mainly related to mask costs rather than wafer fabrication. It was reported that these concessions primarily applied to the 7 nm process and were dependent on order volumes."

Rumors of "Halo Battle Royale" Cancellation Spread

A recent episode of XboxEra's podcast aired some interesting insider information about "Project Tatanka"—games industry spies believe that developer, Certain Affinity, initiated development of a Halo Battle Royale project at some point in 2020. The studio is best known for its ancillary work on many Call of Duty and Halo sequels—the most recent entry on their CV is Halo Infinite, a co-production with Microsoft's 343 Industries. The rumor mill proposes that work on "Project Tatanka" has ended prematurely, although early 2023 insights allege that Certain Affinity was instructed to take the shooter in a different direction. Many news sites have cited XboxEra Podcast episode no. 194 and its hosts as the origin of fresh cancellation claims. Jon "Sikamikanico" Clarke, co-founder and Editor in Chief of XboxEra, was not amused by these allegations.

Clarke's response stated: "What's hilarious to me, and certainly a big surprise to Nick (Shpeshal_Nick), is that this was a simple conversation, on the show, where we talking about someone else's (YouTuber ColtEastwood) discussion on a podcast...What's even more amusing is I even make a joke about overreactions to a rumored game..."we don't know—it's just the scuttlebutt out there. What's really depressing in all of this is that we're discussing someone else's discussion, and all the headlines at the other end are effectively 'Nick Baker reports Tatanka cancelled.' This is factually wrong. If we had corroborated, verifiable evidence and detail on this, I think it's pretty likely we'd do a report ourselves. We don't, so we haven't. There's a reason it's just a discussion on the podcast."

Report Suggests Apple Developing Cheaper MacBook - Targeting Chromebook Sector

DigiTimes Asia has picked up on some intriguing insider information—their source claims that Apple could be pivoting hardware development in the direction of lower-cost portable personal computer solutions. Their current "budget-friendly" champ is the M1 SoC-equipped MacBook Air (of 2020 vintage), starting at $999 for mortals—education incentives can lower that entry price down to $899. The gigantic American multinational technology company debuted a 15‑inch MacBook Air M2 model this year, but sales figures have allegedly not met projected targets. The DigiTimes report indicates that Apple engineers are preparing new hardware for a different market segment—education was mentioned earlier—Google and its partners remain dominant here with cost effective Chromebooks.

Apple's iPad family offers some "wallet friendly" alternatives for students, but industry experts note that ChromeOS-based laptops are easier to use for educational tasks and iPads: "cannot compete with Chromebooks on price." An all-new lower tier MacBook lineup—sitting below their Air range—is supposedly already in development, with a launch window projected for the second half of 2024 (lead time is said to be around nine months). A more competitive retail price is achievable due to the use of "cheaper material for the laptop's metal outer shell, and cheaper mechanical components."

Insider Info Alleges SK hynix Preparing HBM3E Samples for NVIDIA

Industry insiders in South Korea have informed news publications that NVIDIA has requested that SK hynix submit samples of next-generation high bandwidth memory (HBM) for evaluation purposes—according to Business Korea's article, workers were preparing an initial batch of HBM3E prototypes for shipment this week. SK hynix has an existing relationship with NVIDIA—it fended off tough competition last year and has since produced (current gen) HBM3 DRAM for the H100 "Hopper" Tensor Core GPU.

The memory manufacturer is hoping to maintain its position as the HBM market leader with fifth generation products in the pipeline—vice president Park Myung-soo revealed back in April that: "we are preparing 8 Gbps HBM3E product samples for the second half of this year and are preparing for mass production in the first half of next year." A new partnership with NVIDIA could help SK hynix widen the gulf between it and and its nearest competitor - Samsung - in the field of HBM production.

Sapphire Radeon RX 7600 PULSE Custom Cooling Solution Revealed in Leaked Photos

Sapphire's Radeon RX 7600 PULSE graphics card was leaked, albeit in fully boxed form, earlier this week. VideoCardz received a tip on Tuesday about a stack of products sitting in a retail store located somewhere in Asia - an insider source had taken photos of several boxes, weeks ahead of the rumored May 25 hardware launch. A brave seller on Singapore's Carousell online marketplace listed a number of Sapphire Radeon RX 7600 PULSE cards on the site, but these pages were swiftly taken down by admin. Specifications printed on outer packaging revealed that this GPU model packs 8 GB of VRAM and 32 RDNA3 CUs - indicating a full configuration of AMD's Navi 33 GPU die.

The embargo has been broken once again - earlier today VideoCardz published leaked images of the card itself (out of the box). The photos seem to be of official origin - perhaps destined for product pages on Sapphire's website(s) or online retail listings. A new PULSE custom cooling solution is on view - revealing a dual-fan and dual-slot design with a largely black cooler, accented with red markings plus a bit of white lettering. The shroud seems to lack any integrated RGB lighting zones or strips. An 8-pin power connector is present, possibly indicating that the custom card only requires 150 W (8-pin) + 75 W (PCIe) or more in operational power.

Sapphire Radeon RX 7600 PULSE GPUs Photographed Ahead of Late May Launch

VideoCardz has today received a tip-off from an anonymous source about a batch of Sapphire Radeon RX 7600 PULSE graphics cards - boxed products have been photographed sitting in a hardware store located "somewhere" in Asia. It is not immediately clear whether the Sapphire cards were pictured in a store-front setting, or an employee has taken a snap of stock stored in a backroom and shared it with their internet buddies. Previous leaks relating to AMD Radeon RX 7600 and 7600 XT cards have pointed to a May 25 launch day - so today's tip indicates that products have been readied well in advance of the anticipated release window.

The insider source claims that the Sapphire Radeon RX 7600 PULSE graphics card will be sold for about $249 in that particular territory. Specifications on the outer packaging can be read (if you zoom in enough) - the Pulse custom variant is labeled as being overclocked out-of-the-box, so it is highly likely that it will be fitted with a custom cooling solution. The packaging's blurb lists the presence of 32 RDNA3 CUs - indicating a full configuration of AMD's Navi 33 GPU die, consisting of 2048 stream processors. The Pulse card gets an Infinity Cache allocation of 32 MB, and a specification of (now typical) 8 GB GDDR6 video memory is confirmed.

FT Claims Arm Engineers Working on Proprietary Chip

The Financial Times this weekend has published details about an interesting development project that is currently in-the-works at British semiconductor specialist firm Arm Ltd. The article states that several executives in the industry have divulged (anonymously) that Arm's engineering team is designing a proprietary chip - these insider sources opine that this new creation could be one of the company's most advanced undertakings. The SoftBank-owned chipmaker is having a bumper year in terms of financial success and has invested in its future - it is speculated that their own semiconductor design will be showcased as a prototype product to potential new clients - with the main goal being to drum up more business and growth. Parent group SoftBank is likely pushing for maximum profit margins as it prepares Arm for an initial public offering (IPO) this year.

Arm's modus operandi involves partnering up with other chip manufacturers in order to license out its semiconductor intellectual properties. In turn these partners are expected to deal with the overall design and manufacturing processes of chips (plus sales of). Arm has teamed up with foundries TSMC and Samsung in the past to create prototypes for software testing purposes, but not much has been heard about those proofing projects in the following years. In an unusual turn (from certain industry perspectives) from its traditional working methodologies, it seems that Arm is embracing a different approach by producing its own compelling designs, with the hope of demonstrating greater potential to customers. FT's sources have provided evidence that Arm has expanded its operations and that a newly formed "solutions engineering" team is focused on prototyping new silicon for usage in mobile hardware and related devices.
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