In the past few years, Google has been paying Apple billions of dollars just for the company to keep Google as the default search engine in every aspect of the company's products. Starting from iOS up to macOS, they included Google as the default search engine. However, the deal between two companies might be coming to an end. In July this year, a UK Competition and Markets Authority took a shot at a deal claiming that the companies imposed a barrier on any market competition in the search engine space. Constant pressure from regulators and the fact that Apple doesn't want to be reliant on any company is possibly giving Apple ideas to launch its own search engine.

Recent changes in the spotlight search on iOS 14 and iPad OS 14 beta is making the software bypass Google search engine completely. As shown below (search and direct results), the company implemented a feature that makes the spotlight search go directly to search results instead of going to Google. The Applebot web crawler has seen some changes so it now renders pages in a similar way Google does and not just filter HTML. The web crawler also is updated to rank web pages just like it is made for a search engine. All of this is supposed to give Apple enough material so it can build something similar to a search engine. It is believed that the search engine wouldn't look like any classical one, but rather be embedded in Apple products and serve as a personalized search hub.

The last cyclical upturn in DRAM contract prices began at the start of 2020 and was led by server DRAM, according to TrendForce's latest investigations. In 2Q20, the emergence of the COVID-19 pandemic shocked the global economy, but OEMs maintained or even stepped up procurement of components because they feared disruptions in the supply chain. As a result, DRAM suppliers' bit shipments surpassed expectations for the quarter, in turn widening the overall increase in DRAM ASP and raising the global DRAM revenue by 15.4% QoQ in 2Q20 to US$17.1 billion.

Nevertheless, TrendForce indicates that server OEMs are now carrying a rather high level of DRAM inventory after aggressively stocking up for two consecutive quarters. At the same time, customers of enterprise servers are holding back on procurement because the economic outlook is getting bleaker and more uncertain. Since server DRAM has the unique role of leading cyclical changes, this category is going to be first to experience price drop in the next downturn and thereby pull prices down for other types of DRAM products. As such, TrendForce forecasts at best a flattening of product shipments and decrease in DRAM prices in 3Q20, with DRAM suppliers suffering a decline in profitability.

Intel is preparing to launch an 8-core mobile processor based on its 10 nm "Tiger Lake" microarchitecture, according to a corporate memo by leading notebook OEM Compal, which serves major notebook brands such as Acer. The memo was drafted in May, but unearthed by momomo_us. Compal expects Intel to launch the 8-core "Tiger Lake-H" processor in Q1 2021. This is big, as it would be the first large 10 nm client-segment silicon that goes beyond 4 cores. The company's first 10 nm client silicon, "Ice Lake," as well as the "Tiger Lake-U" silicon that's right around the corner, feature up to 4 cores. As an H-segment part, the new 8-core processor could target TDPs in the range of 35-45 W, and notebooks in the "conventional thickness" form-factor, as well as premium gaming notebooks and mobile workstations.

The 8-core "Tiger Lake-H" silicon is the first real sign of Intel's 10 nm yields improving. Up until now, Intel confined 10 nm to the U- and Y-segments (15 W and below), addressing only ultra-portable form-factors. Even here, Intel launched U-segment 14 nm "Comet Lake" parts at competitive prices, to take the market demand off "Ice Lake-U." The H-segment has been exclusively held by "Comet Lake-H." Intel is planning to launch "Ice Lake-SP" Xeon processors later this year, but like all server parts, these are high-margin + low-volume parts. Compal says Intel will refresh the H-segment with a newer 8-core "Comet Lake-H" part in the second half of 2020, possibly to bolster the high-end against the likes of AMD's Ryzen 9 4900H. Later in 2021, Intel is expected to introduce its 10 nm "Alder Lake" processor, including a mobile variant. These processors will feature Hybrid technology, combining "Golden Cove" big CPU cores with "Gracemont" small ones.

EA has recently decided to break away from the exclusivity of its games on Origin game launches and started to offer some games on Valve's Steam gaming platform. The move has turned out to be quite substantial for EA and Valve just reported some big news. Out of the top 20 best-selling games on Steam for the month of July, EA games accounted for eight of them. This rather massive share is all thanks to the new markets EA opened themselves to. Without a doubt, Steam is still the world's biggest gaming platform, so it was a smart move to expand the availability of games to it. The financial gains follow as well. EA saw a massive 74% surge in PC revenue it is a quarterly report, all thanks to expansion to Steam.

Intel's announcement today that their 7 nm node is facing difficulties is being taken one of two ways: as an unmitigated disaster by some, and with a tentative carefulness (lest we see another 10 nm repeat) from others. However one looks at this setback, which means AMD will still enjoy a process lead over Intel for some extra time, this is good news for AMD in more ways than just that one.

Case in point: stock price. While AMD has a much lower market cap than Intel (calculated by multiplying the value of a single stock by the number of total issued stocks), today, for the first time since 2006, AMD's shares were more valuable than Intel's on a per-share basis. AMD's $70 billion market cap still pales in comparison to Intel's $215 billion. At time of writing, AMD's stock pricing is $18 higher than Intel, at $68.67 compared to Intel's $50.79. A first in many years for the green company.

Taiwan Semiconductor Manufacturing Company, called TSMC shorty, has just become the world's biggest semiconductor company. The news broke after TSMC's stock reached a peak heights of $66.40 price per share, and market capitalization of 313 billion US dollars. That means that the Taiwanese company officially passed Intel, NVIDIA, and Samsung in terms of market capitalization, which is no small feat. And the news isn't that surprising. TSMC has been rather busy with orders from customers, just waiting for new spots so they can grab a piece of its production pipeline.

TrendForce, a market intelligence provider, estimates that TSMC has an amazing 51.9% of global semiconductor foundry share alone. That is no small feat but TSMC worked hard over the years to make it happen. With constant investments into R&D, TSMC has managed to make itself not only competitive with other foundries, but rather an industry leader. With 5 nm already going in high-volume manufacturing (HVM) in Q4 of this year, the company is demonstrating that it is the market leader with the latest node developments. Smaller nodes like 3 nm are already in development and TSMC doesn't plan to stop.

With its GeForce RTX 30-series "Ampere" graphics cards on the horizon, NVIDIA has reportedly taken the first steps toward discontinuing popular SKUs in its current RTX 20-series graphics cards. Chinese publication ITHome reports that several premium RTX 20-series SKUs, which include the RTX 2070, RTX 2070 Super, RTX 2080 Super, and the RTX 2080 Ti, are on the chopping block, meaning that NVIDIA partners are placing the last orders with upstream suppliers for parts that make up their graphics cards based on these GPUs.

It is a slow process toward product discontinuation from this point, which usually takes 6-9 months, as the market is left to soak up leftover inventory. Another juicy bit of information from the ITHome report is NVIDIA allegedly guiding its partners to increase prices of its current-gen high-end graphics cards in response to a renewal in interest in crypto-currency, which could drive up demand for graphics cards. NVIDIA is expected to announce its GeForce RTX 30-series on September 17, 2020.

Yesterday after the stock market has closed, NVIDIA has officially reached a bigger market cap compared to Intel. After hours, the price of the NVIDIA (ticker: NVDA) stock is $411.20 with a market cap of 251.31B USD. It marks a historic day for NVIDIA as the company has historically been smaller than Intel (ticker: INTC), with some speculating that Intel could buy NVIDIA in the past while the company was much smaller. Intel's market cap now stands at 248.15B USD, which is a bit lower than NVIDIA's. However, the market cap is not an indication of everything. NVIDIA's stock is fueled by the hype generated around Machine Learning and AI, while Intel is not relying on any possible bubbles.

If we compare the revenues of both companies, Intel is having much better performance. It had a revenue of 71.9 billion USD in 2019, while NVIDIA has 11.72 billion USD of revenue. No doubt that NVIDIA has managed to do a good job and it managed to almost double revenue from 2017, where it went from $6.91 billion in 2017 to $11.72 billion in 2019. That is an amazing feat and market predictions are that it is not stopping to grow. With the recent acquisition of Mellanox, the company now has much bigger opportunities for expansion and growth.

AMD has been working hard to prepare its next-generation Ryzen 4000 CPUs codenamed Vermeer, and we have some exciting news about it. Thanks to the sources over at Igor's Lab, we have information that AMD Vermeer CPUs are close to launching. Apparently, the CPUs have are now at B0 stepping and are going through the usual validation process. The B0 stepping is where the CPU is fully working and now it just needs to go on mass production. The next step for the CPU is high-volume manufacturing and in a very quick time, the CPUs will be ready to hit the market.

Usually, it takes 3-4 months for silicon to be manufactured, so if AMD has orders set at TSMC's factory for the manufacturing of its processors, we could get the processors very soon. Given that AMD is ready with the design, and there is a lack of competition from team blue, AMD is very flexible with timing. The processors can be ready whenever AMD needs them to be. After a while, AMD is in a position to dictate the market needs and tailor them to their own. This used to be a position where Intel was before the Ryzen era. Now if AMD needs to do a launch as quickly as possible they can. If not, they have the design ready and can push it a few months.

According to the latest investigations from the WitsView research division of TrendForce, issues with the NB (notebook computer) panel supply chain, such as material shortage, labor shortage, and logistic disruptions, were gradually resolved starting in April. The resolution of these issues, combined with rising WFH and distance education demand brought about by the COVID-19 pandemic, resulted in a strong wave of panel demand in 2Q20. TrendForce projects 2Q20 NB panel shipment to reach 53.3 million units, a 17.7% increase YoY and 33.6% increase QoQ.

NVIDIA investors have recently filed a suit against the company, claiming that NVIDIA wrongfully detailed its revenue indicators between departments. The main point of contention here is that investors claim NVIDIA knowingly obfuscated the total value of the crypto market boom (and subsequent bust) from investors, thus painting a picture of the company's outlook than was different from reality (making demand for the Gaming division look higher than it was in reality) and exposing them to a different state of affairs and revenue gains than they expected. The investors say that NVIDIA knew that a not insignificant number of its graphics cards sold between 2017 and 2018 was being bought-up solely for the purpose of crypto mining, and that the company knew this (and even marketed GPUs specifically for that purpose).

The crypto mining boom had miners gobbling up all NVIDIA and AMD graphics cards that they could, with both companies seemingly increasing production to meet the crypto mining bubble demand. However, due to the economics of crypto mining, it was clear that any profits derived from this bubble would ultimately open the door to an explosive logistics problem, as miners offloaded their graphics cards to the second-hand market, which could ultimately harm NVIDIA's financial book. Of course, one can look at NVIDIA's revenue categories at the time to see that crypto would hardly fit neatly into either the Gaming, Professional Visualization, Datacenter, Auto, or OEM & IP divisions.

SiPearl, the company that is designing the high-performance, low-power microprocessor for the European exascale supercomputer, has signed a major technological licensing agreement with Arm, the global semiconductor IP provider. The agreement will enable SiPearl to benefit from the high-performance, secure, and scalable next-generation Arm Neoverse platform, codenamed ''Zeusʺ, as well as leverage the robust software and hardware Arm ecosystem.

Taking advantage of the Arm "Zeus" platform, including Arm's POP IP, on advanced FinFET technologyenables SiPearl to accelerate its design and ensure outstanding reliability for a very high-end offering,in terms of both computing power and energy efficiency, and be ready to launch its first generation of microprocessors in 2022.

The 25 Gigabit Ethernet Consortium, originally established to develop 25, 50 and 100 Gbps Ethernet specifications, announced today it has changed its name to the Ethernet Technology Consortium in order to reflect a new focus on higher-speed Ethernet technologies.

The goal of the consortium is to enhance the Ethernet specification to operate at new speeds by utilizing specifications that are developed or in development. This allows the organization to work alongside other industry groups and standards bodies to adapt Ethernet at a pace that aligns with the rapidly evolving needs of the industry. The ETC has more than 45 members with top-level promoter members that include Arista, Broadcom, Cisco, Dell, Google, Mellanox and Microsoft.

If there is one thing that the internet has done well, and well indeed, is bridging gaps in geography. That globalization is a well-studied phenomenon is a lapalissian truth; however, as humans, we sometimes tend to take what achievements have been made through technology for granted. Whether to bridge social distancing between parents or lovers through this quarantine, or enabling companies to remain with a semblance of (and sometimes higher than before) productivity, technology has once again come to the rescue. Physical distancing and seclusion does not equate to social distancing, after all.

This has been evidenced by the most recent market studies conducted by both the NPD and IDC, where sales of technologies such as webcams, headsets, mics, and other camera-integrated products have seen a steep rise. Webcams, for one, have increased their sales by 179%; laptops and desktops have seen 40% increases; headsets tip the scales once again at 134% and a 138% increase in PC monitors. I wager many people (some of our readers included) may have even removed the post-it or electrical tape from their laptop webcams. When physical presence isn't possible, technologies can render distances slightly smaller.

Microsoft's latest Edge browser based on the open-source Chromium browser is now the 2nd most popular browser in the world. Having launched just three months ago, it already has increased its userbase around the world to become more popular than even some long-lasting alternatives such as Mozilla Firefox, which is now the 3rd most popular option, showing that Firefox's userbase is decreasing in favor of the new Edge browser by Microsoft. The number one is still Google's Chrome which owns the majority of users at 68.5%, while Edge is at 7.59%. Firefox is present with a 7.19% market share, placing it just below Edge. It is impressive to see a new browser gain big userbase in such a short time, as alternative browsers often take years to gain even 2% of the market. You can check out the whole browser market share chart below.

Super Flower is a leading manufacturer of high-performance power supply products. Specialize and focusing on developing high-end products for the PSU market. Acting as a pioneer of launching 2000 W platinum flagship PSU in 2015, the product itself still holds the throne of the highest wattage can be found in the PSU market.

Having the innovative, advance technology and exclusive patents, Super Flower will continue to come up with high-performance PSU series to serve worldwide consumers, especially North America. In order to provide direct and comprehensive services, Super Flower announces entering North America PSU market by offering unique patent technology Bronze, Silver, Gold, Platinum and Titanium series with aggressive price for consumers with better choices.

Larian studios yesterday released two brand-new trailers for their upcoming Baldur's Gate 3. The game is being built with Larian Studios' new Divinity 4.0 Engine, so if you liked the base look of Larian's other titles (such as Divinity: original Sin), you'll likely enjoy Baldur's Gate 3 as well. This new game engine is being touted as representing a remarkable evolution for the studio, giving players unprecedented freedom to explore, experiment, and interact with a world that truly reacts to their choices. You can watch these trailers after the break.

It's interesting to note that Baldur's Gate 3 executive producer David Walgrave told Eurogamer that the game is currently only being developed for PC, with no intention of releasing it on current-gen consoles (next-gen ones, however, are a different matter entirely, of course). According to the producer, "I don't think that current-gen consoles would be able to run it. There's a lot of technical upgrades and updates that we did to our engine. I don't know if it would be capable of being able to actually run on those things. Maybe it could run, but then we would have to tone down the textures and this and that and it wouldn't look as cool anymore." Do you think the shown graphics justify that the games aren't being developed for current-gen consoles, or do you think Larian is simply catering to their prime market first?

A reportedly leaked Intel slide via DigitalTrends has given us a load of information on Intel's upcoming take on the high performance graphics accelerators market - whether in its server or consumer iterations. Intel's Xe has already been cause for much discussion in a market that has only really seen two real competitors for ages now - the coming of a third player with muscles and brawl such as Intel against the already-established players NVIDIA and AMD would surely spark competition in the segment - and competition is the lifeblood of advancement, as we've recently seen with AMD's Ryzen CPU line.

The leaked slide reveals that Intel will be looking to employ a Multi-Chip-Module (MCM) approach to its high performance "Arctic Sound" graphics architecture. The GPUs will be available in up to 4-tile configuration (the name Intel is giving each module), which will then be joined via Foveros 3D stacking (first employed in Intel Lakefield. This leaked slide shows Intel's approach starting with a 1-tile GPU (with only 96 of its 128 total EUs active) for the entry level market (at 75 W TDP) a-la DG1 SDV (Software Development Vehicle).

ASRock, a Taiwanese manufacturer of motherboards and graphics cards, had an amazing 2019 when it comes to the revenue. Surging around 31% on a Year-over-Year (YoY) basis and delivering revenue of 443.16 million US Dollars, ASRock is expecting to deliver even better results in 2020. When it comes to the underlying reasons for this notable increase, ASRock attributes it to the recent success of AMD's Ryzen family of processors and strong demand for the platform surrounding it. Adopting the AMD Ryzen processors in Mini-PCs, motherboards and server boards, ASRocks see strong demand for these products that should carry over in 2020.

Another reason for strong profits and even better chapters ahead is the developments in the US and European markets. Having previously been focused on the Asian market and marketing its products to that part, ASRock changed the strategy and started advertising its brand more to other regions like the US and Europe. This new strategy is progressing well and is expected to continue in the coming years. Additionally, it is worth noting that ASRock's graphics card sales started to turn profitable in 2019, and now that part of ASRock is attributing to profits as well.

Intel's policy on CPU pricing has been a strong, definite one for years: no price reductions. Faced with less than admirable competition from a struggling AMD back in its Phenom and especially Bulldozer days, Intel enforced a heavy hand on the market and on CPU pricing. However, a much revitalized AMD and difficulties in the transition to the 10 nm process have left Intel with no other recourse than to cut pricing on its CPUs in order to remain competitive. No uptake of new I/O technologies such as PCIe 4.0 has also taken its toll on Intel's position in the server and HEDT market, which has led to recent price-cuts and tightening of Intel's Xeon line of CPUs - as well as price-cuts in the order of 50% in their Cascade Lake-X processors compared to the previous generation.

DigiTimes, citing industry PC makers, says that Intel is gearing up to keep fighting in the only front it actually can, besides puny core count increases on their heavily-iterated Skylake architecture - pricing. This move comes in a bid to keep its market dominance, which Intel themselves have said - after Zen 2, that is - isn't a priority for the consumer market. You can rest assured that Intel is very, very likely already practicing hefty price reductions for tray-quantity purchases for partners. However, it seems that the company might bring some price cuts on to its upcoming Comet Lake CPUs. The company has always been loathe to reduce pricing on existing inventory, rather choosing to reduce the price on new launches (see the Cascade Lake-X example above), which, arguably, saves Intel's face on claims of only being able to compete on pricing - which lurks dangerously close to Intel being painted as the budget, price-cut alternative to AMD.

Cut from the digital storefront cloth as you will, the EPIC Games Store has come to stay. EPIC has just announce that its digital distribution platform has achieved over 100 M subscribed users (which is different from active users, so mind the gap). That is still a success by any metric, since the digital games storefront was such a one-sided market before EPIC entered the fray - you'd be forgiven for describing the PC games distribution platform network as being composed of "Steam and the others".

Through platform exclusivity deals for new PC launches, a more enticing profit split between developers and games that are available through its store (with its headline and exclusive-grabbing 88-12 percent revenue split), monthly game giveaways and the power of Fortnite, EPIC has said that the EPIC Games Store alone generated $680 million in revenue thus far. Of that amount, Epic says $251 million represents sales of third-party games. part of that revenue has been channeled back at gamers - $23 million has been distributed in coupons and discounts toward game sales. According to EPIC, the nine most successful games in its platform are World War Z, Borderlands 3, Untitled Goose Game, Metro Exodus, Control, The Outer Worlds, The Division 2, Dauntless, and Satisfactory.

The worldwide market for traditional PCs, inclusive of desktops, notebooks, and workstations, finished an impressive 2019 with fourth quarter growth of 4.8% year over year, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Global shipments during the quarter beat forecast expectations at just under 71.8 million units, the highest single quarter shipment volume in four years (4Q15). Overall, global shipments grew 2.7% year over year in 2019, the first full year of PC growth since the market grew 1.7% in 2011.

"This past year was a wild one in the PC world, which resulted in impressive market growth that ultimately ended seven consecutive years of market contraction," said Ryan Reith, program vice president with IDC's Worldwide Mobile Device Trackers. "The market will still have its challenges ahead, but this year was a clear sign that PC demand is still there despite the continued insurgence of emerging form factors and the demand for mobile computing."

AMD veterans yesterday must've sneakily left their respective offices yesterday for a well-deserved rest and a glass of champagne - and if they didn't, they deserved it. The company yesterday broke their previous all-time stock pricing record achieved way back in June 2000, at $47.50 per share, when it traded at $49.10 per share yesterday.

It's been a long time coming for AMD, and irrespective of any brand loyalty, it certainly pays, as a consumer and as an enthusiast, to see a company that nearly went bankrupt in 2016 - who had to sell and then lease back their own headquarters for a quick cash infusion, spin-off its manufacturing division in a change of strategy that couldn't have been easy on morale - achieve such a colossal feat. Even more impressive this is should you even be considering the blue behemoth the company actually has to contend with - a $260.35B Intel who, by both happenstance and poor CPU execution vision, is being fired upon on all markets by comparative David AMD, today valued at $51.07B. Here's hoping all AMD employees got their well-deserved party and standing ovation from each other. None of them - not even Lisa Su - achieved this alone.

Taiwan Semiconductor Manufacturing Company, Limited, also known as TSMC shortly became Asia's biggest and the most valuable company with a market cap of over 8.02 trillion New Taiwan Dollars, which roughly translates to 262.75 billion US Dollars. Becoming the biggest Asian company, TSMC's market capitalization has now surpassed Samsung for the first time in the history of company existence.

The underlying reasons for becoming a company that TSMC is today, are plenty. Firstly, they are providing customers with the flexibility of choosing any manufacturing node, whatever it is the latest 7 nm or the older ones like 180 nm. They have a choice whatever they want to use something older and less expensive or something newer for high-performance and lower power. Additionally, TSMC is re-investing a big part of its profits into research and development efforts to stay competitive and deliver only the best technology to its customers, on time.

The add-in board market increased in Q3'19 by 42% from last quarter, with over $2.8 billion dollars of AIBs shipped. Nvidia increased its market share to 73% in Q3. The last fiscal quarter was transitional for Nvidia as older products made their way through the channel allowing the company to ramp up production and ship more new products at the end of the quarter. Nvidia not only boosted their market share but they raised the overall AIB market. Their channel inventory is now reported as healthy says the company. Nvidia's RTX line is doing well and represents 66% of its gaming revenue.

Quarter-to-quarter graphics add-in board shipments increased by 42.2% and increased by 6.2% year-to-year. The market shares for the desktop discrete GPU suppliers shifted in the quarter, Nvidia significantly increased market share from last quarter, while AMD increased share year-over-year.