According to TrendForce investigations, foundries have seen a wave of order cancellations with the first of these revisions originating from large-size Driver IC and TDDI, which rely on mainstream 0.1X μm and 55 nm processes, respectively. Although products such as MCU and PMIC were previously in short supply, foundries' capacity utilization rate remained roughly at full capacity through their adjustment of product mix. However, a recent wave cancellations have emerged for PMIC, CIS, and certain MCU and SoC orders. Although still dominated by consumer applications, foundries are beginning to feel the strain of the copious order cancellations from customers and capacity utilization rate has officially declined.

Looking at trends in 2H22, TrendForce indicates, in addition to no relief from the sustained downgrade of driver IC demand, inventory adjustment has begun for smartphones, PCs, and TV-related peripheral components such as SoCs, CIS, and PMICs, and companies are beginning to curtail their wafer input plans with foundries. This phenomenon of order cancellations is occurring simultaneously in 8-inch and 12-inch fabs at nodes including 0.1X μm, 90/55 nm, and 40/28 nm. Not even the advanced 7/6 nm processes are immune.

Razer (RAZFF) is set to become privately held after shareholders voted to delist from the Hong Kong stock exchange in a privatization deal that values the company at $3.17 billion USD. The privatization scheme is led by a consortium of Razer's co-founders Tan and Kaling Lim who currently own 57% of the company along with private equity firm CVC Capital Partners. The plan was approved by over 75% of shareholders at a recent general meeting and will see the withdrawal of company shares from the Hong Kong stock exchange at 9:00 a.m. on Friday, 13 May 2022. This private ownership of the company isn't expected to last long with the owners planning to relist the company's shares in the US in the hopes of gathering a higher valuation. Razer continues to record growth with revenues of $1.62 billion USD in the 2021 FY, up 33% from the previous year.

NVIDIA has recently launched a global campaign to promote the availability of RTX 30 series graphics cards with multiple retailers and manufacturers informing customers of increased shipments. The launch of this campaign also coincides with the 5th consecutive month of price drops for NVIDIA GPU prices with the average price now at 119% of MSRP according to the latest report from 3D Center. The stores participating in the campaign appear to have most cards as now available or restocking with some cards receiving minor price cuts.

NVIDIAGeForce RTX 30 Series graphics cards are now available! Get the ultimate play with immersive ray tracing, a huge AI performance boost with NVIDIA DLSS, game-winning responsiveness with NVIDIA Reflex, and AI-powered voice & video with NVIDIA Broadcast.

AMD (NASDAQ: AMD) today announced that its board of directors approved a new $8 billion share repurchase program. The new authorization is in addition to the $4 billion share repurchase program announced in May 2021, under which the company has repurchased approximately $3 billion of shares of AMD common stock.

"We are pleased to expand our share repurchase program based on the strength of our balance sheet and expectations for future free cash flow generation," said AMD Chair and CEO Dr. Lisa Su. "With our strong financial performance, we are able to increase investments to drive long-term growth while returning additional value to our shareholders."

In 4Q21, NAND Flash bit shipments grew by only 3.3% QoQ, a significant decrease from the nearly 10% in 3Q21, according to TrendForce's investigations. ASP fell by nearly 5% and the overall industry posted revenue of US$18.5 billion, a QoQ decrease of 2.1%. This was primarily due to a decline in the purchase demand of various products and a market shift to oversupply causing a drop in contract prices. In 4Q21, with the exception of enterprise SSD, the supply of which was limited by insufficient upstream components, the prices of other NAND Flash products such as eMMC, UFS, and client SSD, all fell.

TrendForce's summary of NAND Flash market sales performance in 2021 is as follows: although there have been signs of weakening since 2H21, thanks to remote services and cloud demand driven by the pandemic, revenue performance still grew significantly compared to 2020. Revenue reached US$68.6 billion, up 21.1% YoY, the second-biggest increase since 2018.

From 2020 to 2025, the compound annual growth rate (CAGR) of 12-inch equivalent wafer capacity at the world's top ten foundries will be approximately 10% with the majority of these companies focusing on 12-inch capacity expansion, which will see a CAGR of approximately 13.2%, according to TrendForce's research. In terms of 8-inch wafers, due to factors such as difficult to obtain equipment and whether capacity expansion is cost-effective, most fabs can only expand production slightly by means of capacity optimization, equating to a CAGR of only 3.3%. In terms of demand, the products primarily derived from 8-inch wafers, PMIC and Power Discrete, are driven by demand for electric vehicles, 5G smartphones, and servers. Stocking momentum has not fallen off, resulting in a serious shortage of 8-inch wafer production capacity that has festered since 2H19. Therefore, in order to mitigate competition for 8-inch capacity, a trend of shifting certain products to 12-inch production has gradually emerged. However, if shortages in overall 8-inch capacity is to be effectively alleviated, it is still necessary to wait for a large number of mainstream products to migrate to 12-inch production. The timeframe for this migration is estimated to be close to 2H23 into 2024.

Although no official word on NVIDIA's rumored failed acquisition of Arm has been announced, UK politicians are now pushing for SoftBank to float Arm Holdings on the UK stock market. This has at least to some degree to do with the fact that the UK wants to keep Arm in the UK, partially due to some claimed national security concerns that apparently weren't present five years ago when the company was sold to SoftBank.

Arm Holdings is said to be worth around £30 billion on its own and several British MP's (Members of Parliament) have stepped up to say that the Arm Holdings should return to the London stock market rather than elsewhere, such as New York, "to ensure its interests and those of its investors are aligned with our national interest" and that the company "should stay British". Time will tell what happens to Arm, but until we have official word from NVIDIA and SoftBank, we have to assume that there's still ongoing discussions between the two parties.

Driven by forces such as the pandemic, geopolitics, and the digital transformation of everyday life, there has been a shortage of global foundry production capacity for nearly two years and shortages have been especially severe for mature 1Xnm~180nm nodes, according to TrendForce's investigations. Although all foundries are furiously increasing capital expenditures to expand capacity, unrealized future expansion does not ease existing supply issues. In addition, the uneven distribution of supply chain resources that has exacerbated the shortage of parts and components has yet to be definitively alleviated. Circumstances as a whole will continue affecting shipments of related whole devices. Only the PC category is expected to emerge largely unscathed in 1Q22.

Moving into 1Q22, TrendForce states, due to the limited increase in production capacity, the market's supply situation is expected to be approximately the same as in 4Q21. However, some end products have entered their traditional off-season cycle and the slowdown in demand momentum is expected to alleviate the immediate pressure on OEMs and ODMs regarding supply chain stocking.

More than a year after the release of Microsoft's Xbox Series X console and demand still hasn't abated - many customers are still trying to get their hands on a piece of Xbox Series X hardware, which is continually sold-out at most retailers and e-tailers that actually practice sane pricing. Many companies have tried to adapt to the new world of scalping by adding queue systems, locking inventory behind subscription services such as Amazon Prime, or via private buy links sent out via email. Microsoft seems to have chosen the latter as the 2021 holiday season fast approaches - the company has been sending links for Xbox Series X bundles to "valued Xbox customers", allowing them to purchase an Xbox Series X directly from Microsoft without having to compete with the scalpers or bots in the general Microsoft store.

The Xbox Series X bundles include an Xbox Series X with two controllers and one game. The Verge notes customers can choose one game out of Madden 22, GTA V, Rust, Far Cry 6, Hasbro Family Fun Pack, Mortal Kombat 11 Ultimate, Insurgency Sandstorm, or Diablo 2 Resurrected. There's no real way to tell how Microsoft is choosing which customers to send these links to - it sounds plausible that it's targeting users that have purchased either Xbox software or hardware via the U.S. Microsoft Store. Even with this mailing campaign, consoles will be sold in a first-come, first-served basis - the link may lead users towards a page where the Series X is out of stock all the same, but it certainly does give users that slightly higher chance to finally score a latest gen Xbox console.

The growth of the NAND Flash market in 3Q21 was primarily driven by strong demand from the data center and smartphone industries, according to TrendForce's latest investigations. More specifically, NAND Flash suppliers' hyperscaler and enterprise clients kept up their procurement activities that began in 2Q21 in order to deploy products based on new processor platforms. Major smartphone brands, on the other hand, likewise expanded their NAND Flash procurement activities during the quarter as they prepared to release their new flagship models. As such, clients in both server and smartphone industries made significant contributions to the revenue growth of the NAND Flash industry for 3Q21. At the same time, however, suppliers also warned that orders from PC OEMs began showing signs of decline. On the whole, the industry's quarterly total NAND Flash bit shipment increased by nearly 11% QoQ for 3Q21, and the overall NAND Flash ASP rose by nearly 4% QoQ for the same quarter. Thanks to rising prices and expanding shipments, the quarterly total NAND Flash revenue increased by 15% QoQ to a new record high of US$18.8 billion in 3Q21.

According to this Reddit thread, multiple AMD customers are reporting that the latest stock update on AMD's web store has left them without a desired product, and anger over the broken functionality. As AMD operates its own web-based storefront with all the latest CPUs and GPUs, users are constantly checking if the store has anything to offer in these times of processor scarcity, where it is impossible to purchase the latest generation of graphics cards or processors. AMD updated the website today with the newest batch of Ryzen processors and Radeon graphics cards, users have been reporting that the website functionality has been broken.

Multiple users tried to purchase their desired product, but the AMD website notified them that the queue is paused for about 30 minutes, and seemingly no one was able to purchase anything. People have been reporting that the Captcha used to verify that you are not a robot has failed as well, and adding the product to the cart was impossible, as seen in the image below. As there are multiple such comments posted in the thread, it leads us to write a report on it, wondering what is going on with AMD's storefront operations and what AMD is doing about it. With multiple users trying to purchase an AMD product, they were left with their hands empty, to wonder what is going on.

NVIDIA (NASDAQ: NVDA) today reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company's Gaming, Data Center and Professional Visualization platforms. GAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.

"NVIDIA's pioneering work in accelerated computing continues to advance graphics, scientific computing and AI," said Jensen Huang, founder and CEO of NVIDIA. "Enabled by the NVIDIA platform, developers are creating the most impactful technologies of our time - from natural language understanding and recommender systems, to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.

As pressure mounts over Sony and Microsoft's (in)ability to deliver their current-gen PS5 and Xbox Series S|X consoles at a fast enough pace to satisfy demand, it seems that users now have yet another reason to throw their gamer hands up in the air in frustration. Stocks of new PS4 / PS4 Pro and Xbox One S|X have been increasingly harder to come by in recent times, and especially in the US, stock of the last-gen consoles on Amazon, Target, Walmart and GameStop is virtually non-existent. The only choice prospective gamers have is to find a second-hand last-gen console - and pricing on those seems to be (predictably) going up.

When one looks at it, it does make sense that last-gen consoles are also becoming hard to find, despite the fact that they haven't been discontinued yet. It all pertains to the finite resources at manufacturers' disposal. Even if there are no common components between last and current-gen consoles, the difficulties faced by the supply chain in procuring even raw materials for fabrication means that manufacturers have to prioritize resource allocation - and it seems obvious that both Sony and Microsoft would prioritize current-gen consoles over the alternative. The stock issues even extend to peripherals - controllers for Sony's PS4 are also out of stock, and while the PS5's Dual Sense sees healthy stock levels, that controller has no backwards compatibility, meaning that users looking for a replacement or additional PS4 controller have to make do with either used ones or third-party alternatives. As for Xbox controllers, fear not - they're in stock, for both current and last-gen systems.

The German media outlet, 3D Center, has today published an updated report for July, measuring graphics card pricing in Germany and Austria, showing some pretty interesting results. The report is only measuring the pricing index of these two countries and their retailers, so it does not apply to other regions. An interesting discovery is that GPU prices have now hit the lowest point since February of this year when the sharp price incline started. At the time of reporting, GPU prices are exaggerated by around 53% over the MSRP listed prices. Not only did the prices drop, but the supply of GPUs like AMD Radeon RX 6800, Radeon RX 6800 XT, and the NVIDIA GeForce RTX 3060 Ti became much better, as consumers can get their hands on these now.

When looking at the graph below, note that MSRP is listed as 100%, and the percentage shown is the increase over that MSRP. When it comes to complete price reduction to the MSRP, 3D Center expects it to happen in 3-4 weeks possibly. If current data is to be believed, MSRP is slowly decreasing and supply is increasing rapidly. For more details and per-card pricing situation, head over to 3D Center website here. Here is an important statement from 3D Center about the current situation:

3D Center (translated from German)Of course, this means that current street prices for graphics cards are (mostly) still exaggerated - and above all that this is the worst possible time to buy a graphics card. Because the (now clearly verifiable) tendency points to clearly lower graphics card prices in the next few weeks, with a similar pace, street prices at list price level could be in sight in 3-4 weeks. It is possible that there will be a certain braking effect in the downward price movement beforehand - but at least the way up to that point should definitely be taken with you. Apparently the delivery quantities are currently sufficient, maybe the need is a bit lower because of the summer times (and no longer available on the part of the crypto miners)so that retailers receive more cards than they sell. Since the retailers usually bought their cards from the distributors at an exaggerated price, the big game is now about who can get rid of the expensive stock goods in time to make a profit at all in the face of constantly falling sales prices.

Total NAND Flash revenue for 1Q21 increased by 5.1% QoQ to US$14.82 billion, according to TrendForce's latest investigations. In particular, bit shipments rose by 11% QoQ, while the overall ASP dropped by 5% QoQ; hence, bit shipment growth offset the decline in the overall ASP. Although NAND Flash demand from notebook computer and smartphone manufacturers remained high, clients from the data center segment exhibited relatively weak demand, since this segment had yet to leave the state of NAND Flash oversupply. Contract prices for this quarter therefore still mostly showed a considerable QoQ drop. On the other hand, OEMs/ODMs of end products began to increase procurement of NAND Flash products from the second half of January onward because they noticed that the shortage of NAND Flash controller ICs was affecting the production of medium- and low-density storage products. Besides avoiding a possible supply crunch in the future, OEMs/ODMs were placing additional orders because they were preparing for a push to expand market share. On account of these developments, the overall NAND Flash demand surpassed expectations in 1Q21.

The US Government, specifically the Department of Defense (DoD), has under the Trump administration blacklisted the Chinese smartphone maker Xiaomi. This was a way to impose sanctions on the Chinese company as it was believed that Xiaomi was involved with the Chinese military, thus the Trump organization had problems having US investors taking a share of it. However, the company has issued legal proceedings against the US government for making such claims, and now the US govt., administrated by the President Joe Biden, has reached an agreement with the company. Xiaomi managed to prove that it is not owned or controlled by the Chinese military, so the US DoD has removed the company from its blacklist.

This has caused the company shares to soar on the Hong Kong stock exchange by as much as 6.7% after the news appeared. "The Biden Administration is deeply concerned about potential U.S. investments in companies linked to the Chinese military and fully committed to keeping up pressure on such companies", said Emily Horne, a spokeswoman for the White House National Security Council.

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

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

Members form the UK Parliament are apparently preparing to introduce a bill that would regulate the scalping phenomenon that's being witnessed worldwide. According to Scottish politician Douglas Chapman, in an interview to IGN, "The issue of scalping first came up with constituents contacting me to explain their frustration about being unable to get hold of certain games consoles or computer components pre-Christmas." He then expanded on that by adding that "On investigation, we uncovered more details of the unscrupulous practice of 'scalping' by automated bots to bulk buy these goods and sell them on at inflated prices." Oh, and this bill is unlikely to pass, by the way.

Scalping, however, isn't done only in the UK; it's a pervasive international issue that crosses borders. And scalping, as it is known, is nothing but a form of speculation, which some might say is part of the backbone that keeps the world's capitalist blood pumping through the economy - some might even argue that scalping occurs directly due to mechanisms of supply and demand, and thus, isn't an unlawful activity in and of itself. Companies, corporations, and all other legal entities, however, have to adhere to strict anti-monopoly/anti-cartelization laws, which deal with the same base issue, although in another facet of it. The problem is that it appears that in some countries, speculation is regulated at the enterprise level, but not at the citizen level. And herein lies the crux of it.

We are just a few weeks away from the launch of NVIDIA's latest GeForce RTX 3060 graphics cards based on the new Ampere architecture, and there is already some news regarding the lineup position and its possible distortion. According to multiple sources over at Overclocking.com, NVIDIA is set to re-introduce its previous generation GeForce RTX 2060 and RTX 2060 SUPER graphics cards to the market. Once again. The source claims that NVIDIA is already pushing the stock over to its board partners and system integrators to use the last-generation product. So far, it is not clear why the company is doing this and we can only speculate on it.

The source also claims that the pricing structure of the old cards will be 300 EUR for RTX 2060 and 400 EUR for RTX 2060 SUPER in Europe. The latter pricing models directly competes with the supposed 399 EUR price tag of the upcoming GeForce RTX 3060 Ti model, which is based on the newer Ampere uArch instead of the last-gen Turing cards. The possibility for such a move is a possible scarce of GA106/GA104 silicon needed for the new cards, and the company could be aiming to try and satisfy the market with left-over stock from the previous generation cards.

The title says it all, really. We've only just been able to add AMD's latest RX 6800 and 6800 XT graphics cards to our shopping carts in multiple etailers, but the cat is already out of the bag and into scalpers' pockets. This has been a recurring event for all gaming-related tech, from DIY PC parts to the latest-gen games consoles from both Microsoft and Sony. At this point, it becomes moot to talk about availability issues, or demand issues, or reaching a conclusion between the two - the stock just isn't there for anything gaming-related, period.

Some etailers are only selling their graphics cards in-person, as a way to both control flow of stock and protect themselves from scalpers buying up the entire inventory with recourse to some digital sidekicks that automate the purchase process, and then allow them to resell anything from graphics cards from NVIDIA to AMD, passing through AMD's latest Ryzen 5000 series and the Xbox Series X and PS5 gaming consoles.

The Trump administration has reportedly been considering adding to Chinese chipmaker SMIC (Semiconductor Manufacturing International Corporation) to the trade blacklist of Chinese companies, restricting the company of doing any business with the United States and/or with any of its affiliates. The original report comes from Reuters and it states that the move came from Pentagon after considering whatever SMIC should be placed on a blacklist. It is so far unclear if other US agencies support the decision, however, it should be public in the near future. The company has received the news on Saturday and it was "in complete shock" about the decision. Shortly after the news broke, SMIC stock has fallen as much as 15% amid the possible blacklist. If SMIC would like to continue working with American suppliers, it would need to seek a difficult-to-obtain license from the government.

Update 28th September: The United States government hasofficially imposed sanctions on the Chinese chipmaker SMIC. The company is now under US sanctions and is placed on a trade blacklist.

In the latest episode of "next-generation gaming issues", the Xbox Series X console pre-order has also seen its stock depleted from all online merchants. Following issues with both the RTX 3080 and PS5 supplies, now it's the time for Microsoft to be in the spotlight, as the question of low stock or fundamentally impressive demand arises once again. This is likely an answer we won't ever have; however, it also has to be said that there is plenty of time for stocks to be replenished for both Microsoft's Xbox Series X and Sony's PlayStation 5 before their respective launches. I wouldn't worry too much for now.

At the same time as Xbox Series X pre-orders made stock go the way of the dodo, the usual scalpers have already surfaced on the common secondhand marketplaces, looking to sell their "pre-order" confirmed consoles for prices that usually sit around at double the MSRP (set at $499 by Microsoft). Remember to not let yourself be a part of this chain; save yourself money, and be part of the solution to scalpers by not engaging with their offerings. You still have time to secure your console.

NVIDIA's new GeForce RTX 3080 graphics card went on sale last week, and practically its entire inventory was gone in sixty seconds. The NVIDIA GeForce store exclusively selling the Jewelry-like Founders Edition card was hit by sophisticated scalper bots originally designed for limited-edition apparel sales, and one scalper gloated on the web having picked up over three dozen cards to auction off on e-bay for tens of thousands in profit. Frustrated genuine buyers were left disenchanted with NVIDIA over the handling of the launch.

NVIDIA posted an FAQ on its GeForce blog attempting to explain much of the criticism surrounding its handling of the RTX 3080 launch. NVIDIA's main explanation appears to be an unprecedented market demand for its RTX 3080. The company claims that "The demand for the GeForce RTX 3080 was truly unprecedented. We and our partners underestimated it," NVIDIA says. On scalping, NVIDIA explained that while its store had certain anti-bot measures in place, they underestimated the sophistication of scalping bots this time around. NVIDIA also claims to have manually cancelled hundreds of orders suspected to have been placed using bots. "While individuals using bots may have shown images of email inboxes filled with confirmed orders, NVIDIA has cancelled hundreds of orders manually before they were able to ship."Find other interesting answers by NVIDIA to FAQs below.

Scour the Internet's most likely tech-related places in forums such as TechPowerUp's own and Reddit, and a picture begins to form regarding NVIDIA's RTX 3080 launch. It's a bit like a Dali painting, with surrealist expectations, a whispered "NVIDIA's Ultimate Play" through virtual hallways, blink-and-you-missed-it details materialized in stock availability, and science-fiction-worthy bots scouring all available stores for their deployment overlords. Wherever you turn, there are would-be buyers complaining of furious F5 attempts (we heard F5 key replacements are also out of stock these days), with store availability going from "available soon" to "out of stock" faster than a single DOOM Eternal frame can be rendered. Most webstores crashed in one way or another, multiple buyers got attributed the same card from a webstore stock, and even NVIDIA's own store (you know, the one powered by the company who actually drives some of the world's fastest supercomputers) faltered under the pressure.

In other corners of the Internet, however, expectations were met and attempts flourished. These seem to have been mostly met by scalpers, though, so there is nothing idyllic in this particular painting - it's more akin to Edvard Munch's The Scream than it is Vincent Van Gogh's Starry Night. On eBay, an RTX 3080 card was allegedly sold for 70,000$ - a particularly criminal act, if I've ever seen one. It's also common, right now, to see some of these going for prices ranging between $1,300 and $5,000 - and at this point, this writer feels he's almost out of metaphors for this particular situation. Apparently, a service named Bounce Alerts was used - it appears that most RTX 3080 orders were done through this service, which automatically bought as much RTX 3080 stock as it could from wherever they were sold. A user reported having acquired some 42 RTX 3080's from the NVIDIA store before stock ran out. There are even bots designed to bid on eBay sales so as to waste scalpers' time and make orders that will never be fulfilled - a sort of poetic justice, if you may, though I don't believe the kind Shakespeare himself would have conceived of.

NVIDIA and SoftBank Group Corp. (SBG) today announced a definitive agreement under which NVIDIA will acquire Arm Limited from SBG and the SoftBank Vision Fund (together, "SoftBank") in a transaction valued at $40 billion. The transaction is expected to be immediately accretive to NVIDIA's non-GAAP gross margin and non-GAAP earnings per share.

The combination brings together NVIDIA's leading AI computing platform with Arm's vast ecosystem to create the premier computing company for the age of artificial intelligence, accelerating innovation while expanding into large, high-growth markets. SoftBank will remain committed to Arm's long-term success through its ownership stake in NVIDIA, expected to be under 10 percent.