MediaTek has been unveiling some new mobile chipsets this week, but keen-eyed news outlets have noticed that the Taiwanese fabless semiconductor company is simply renaming and relaunching hardware from last year, with some tweaks here and there. Today's announcement of the Dimensity 8050 SoC was almost immediately questioned - GSMArena noticed that this "new" model was a near dead ringer, in terms of specifications, for last year's mid-range Dimensity 1300 and 1200 smartphone chipsets. There are some upgrades in terms of memory bandwidth, and MediaTek boasts that the 8050 has been updated with its sixth generation HyperEngine technology.

Alarm bells were ringing when folks realized that the much older Dimensity 8000 SoC was built on a 5 nm process - the supposedly superior (in terms of model number hierarchy) 8005 is a 6 nm chip. Last week the mobile specialist site also spotted that MediaTek's Dimensity 7050 chipset was yet another example of the smartphone tech company rolling out a "rebranding phase." The news outlet pointed out that this newly revealed mobile CPU was just a renamed Dimensity 1080 - with the original model having hit the market in November 2022. MediaTek seems to renaming several older chipsets based on TSMC's 6 nm process - it is possible that this effort is part of a company drive to clear surplus silicon.

Earlier today Nintendo released its financial/earning reports for the fiscal year ending March 2023, and company president Shuntaro Furukawa has briefed investors about sales forecasts, according to a report published by Bloomberg. Furukawa-san predicts that the Switch gaming console will only sell 15 million units over the next fiscal year - sales have been slowing down for a while according to Nintendo's figures, with almost 18 million units purchased throughout 2022-23. The numbers are still very impressive when you consider that Nintendo's flagship gaming platform has been on the market for just over six years - across that span of time, total unit sales have hit the 125.62 million mark.

Furukawa also informed shareholders about the prospect of a Switch console successor arriving within the next fiscal period - Bloomberg's article brings the bad news at this point - it seems that Nintendo is not anticipating a new hardware launch within that time frame. Nintendo's software release schedule - especially in regards to first party titles - looks very threadbare for the rest of the year. The much anticipated Legend of Zelda: Tears of the Kingdom arrives on Friday (May 12) followed by Pikmin 4 in July, but things look to be quiet after that - unless Nintendo has a few surprises lined up for June's preview event season. Rumors of a next generation Switch have been doing the rounds since 2020, back then a "Pro" model was often touted - fans later found out that Nintendo had simply refreshed the system with an OLED panel, some tweaks to chipset efficiency, and updated the docking system to modern output standards - this premium model hit the market in late 2021.

Noctua has, as of this month, refreshed its product roadmap for the rest of 2023, and even provides a couple of scant details about far-off hardware scheduled for launch in early 2024 and beyond. The Austrian computer cooling hardware specialist is probably updating their release forecast in preparation for Computex 2023 - set to start at the end of the month - where brand new goodies could be debuted to industry-types and public attendees.

Noctua's 8-way fan hub seems to be delayed - the previous version of the roadmap had it down for a Q1 2023 launch, but the update now indicates a second quarter window. A bunch of next-gen AMD Threadripper coolers are marked down for an estimated third-quarter release, and Noctua has a slim 60 mm fan
as well as a 24 V 40 mm fan lined up for the final quarter. All-black versions of existing NH-D12L, NH-D9L and NH-L9x65 CPU coolers are due by the end of this year - a number of coolers are already available in the company's "chromax.black" finish - for those who do not enjoy the signature beige and brown aesthetic. A single next-generation 140 mm fan is teased for a Q1 2024 launch, with a chromax.black version coming later in the year. Finally, a re-designed NH-D15 CPU cooler gets a loose 2024 window.

The Linux 6.3 Kernel has been patched and a couple of developer notes indicate that support for Intel's upcoming Meteor Lake-S Desktop CPU lineup has been added. The subject matter of this memo is "Add support for Meteor Lake-S SPI serial flash," and the driver list of supported devices has been updated with Meteor Lake-S PCI IDs. Intel is ramping up for the launch of its 14th generation processors, scheduled for a possible second half of 2023 release window, and is ready to roll out some new product naming spiel at the same time.

A "P" type 14th generation range is also discussed in the patch notes: "Intel Meteor Lake-S has the same SPI serial flash controller as Meteor Lake-P. Add Meteor Lake-S PCI ID to the driver list of supported devices." Meteor Lake-P likely refers to mobile variants, with a lot of previously leaked information providing an in-depth look at Intel's "Tile" chip design. Rumors of the desktop variants getting canned have persisted (in 2022 and early 2023) due to a lack of insider info, but last month it emerged that the Meteor Lake-S family was alive and well to some degree - Intel has restricted the product range with offerings of budget "i3" and mid-range "i5" SKUs only. Who knows what sort of branding/naming scheme they have in mind to distinguish between desktop and portable processors.

According to Taiwanese United Daily News, Acer and ASUS are expecting the downturn in PC sales to turn around in the second half of the year. That said, Acer reported its worst results in years for the first quarter this year and ASUS is expected to follow suit, when its first quarter earnings numbers are released on Friday this week. The slow sales for both companies are expected to continue for the first half of 2023, but according to the report, there should be an improvement in the second half of the year.

That said, both companies are betting on improved sales of not just PCs to improve their books, as Acer is hoping to sell more displays, while ASUS is focusing on its component business. ASUS has already seen a small improvement in component sales, which the company is hoping is the first signs of a stabilising components market, with more of its potential customers upgrading their systems. That said, with certain components like graphics cards still being priced at levels that many consumers aren't willing to pay for the performance on offer, it might be a slower recovery than these companies are expecting.

At VLSI Symposium 2023, scheduled to take place between June 11-16, Intel is set to demonstrate its PowerVia technology working efficiently on an E-Core chip built using the Intel 4 node. Conventional chips have power and signal interconnects distributed across multiple metal layers. PowerVia, on the other hand, dedicates specific layers for power delivery, effectively separating them from the signal routing layers. This approach allows for vertical power delivery through a set of power-specific Through-Silicon Vias (TSVs) or PowerVias, which are essentially vertical connections between the top and bottom surfaces of the chip. By delivering power directly from the backside of the chip, PowerVia reduces power supply noise and resistive losses, optimizing power distribution and improving overall energy efficiency. PowerVia is set to make a debut in 2024 with Intel 20A node.

For VLSI Symposium 2023 talk, the company has prepared a paper that highlights a design made using Intel 4 technology and implements E-Cores only in a test chip. The document states: "PowerVia Technology is a novel innovation to extend Process Scaling by having Power Delivery on the backside. This paper presents the pre and post silicon findings from implementing an Intel E-Core in PowerVia Technology. PowerVia enabled standard cell utilization of greater than 90 percent in large areas of the core while showing greater than 5 percent frequency benefit in silicon due reduced IR drop. Successful Post silicon debug is demonstrated with slightly higher but acceptable throughput times. The thermal characteristics of the PowerVia testchip is inline with higher power densities expected from logic scaling."

Last October, the US Department of Commerce imposed semiconductor restrictions on Chinese imports of equipment for processes of 18 nm and below. SK hynix's Wuxi fab was granted a one-year production license, but geopolitical risks and weak demand prompted the company to reduce wafer starts by about 30% per month in 2Q23, according to TrendForce's latest research.

TrendForce reports that SK hynix had planned to transition its Wuxi fab's mainstream process from 1Y nm to 1Z nm, decreasing the output of legacy processes. However, due to limitations imposed by the US ban, the company instead opted to increase the share of its 21 nm production lines, focus-ing on DDR3 and DDR4 4Gb products. SK hynix's long-term strategy involves shifting its capacity expansion back to South Korea, while the Wuxi fab caters to domestic demand in China and the legacy-process consumer DRAM market.

Intel has posted two product change notifications regarding the Gemini Lake Refresh, which is now reaching the end of its life. Launched in 2019 as a refresh to the original Gemini Lake, these low-end products had a longer lifespan than the original Gemini Lake (2017-2020). Most commonly found on low-end PCs, AIOs, and Mini PCs, these Gemini Lake Refresh CPUs were based on the 14 nm Goldmont Plus microarchitecture. Coming with up to four cores without HyperThreading, these CPUs were ideal for lower-power applications as their TDP was rated between 6-10 Watts.

Intel has separated the product change into two categories, with the first consisting of Celeron N4120, Celeron 4020, and Pentium Silver N5030, while the other features Celeron J4025, Pentium Silver J5040, Celeron N4020C, and Celeron J4125. Intel will ship the first group of CPUs by May 24, 2024, and the second by February 23, 2024. The last round of orders will go out by November 24, 2023, and August 25, 2023, respectively.

Two years and a half into its storied career, the NVIDIA GeForce RTX 3070 GPU has finally dropped below MSRP in one European territory. German customers will be stoked to jump on e-tailer CaseKing's new offer - ZOTAC's Gaming GeForce RTX 3070 Twin Edge LHR graphics card is currently available for 449 EUR (not counting additional fees), so a saving of 50 Euros from the recommended retail price (499 EUR/$499). 3DCenter seems to be the first hardware news outlet to report on an RTX 3070 GPU dropping under RRP. The RTX 3070 and 3060 Ti models have been best sellers for NVIDIA (and board partners) since late 2020, yet buyers have long complained about unreasonable asking prices, and semi-generous discounts have been very late in arriving - just in time for the succeeding model.

3DCenter has created an overview of the graphics card market in Germany and Austria, and its findings for May 2023 indicate a trend where: "GPU prices in Euros have consistently dropped by ~10% since the end of January, in single cases up to 20%." The overview places the RTX 3070 8 GB in a price bracket position between AMD's Radeon RX 6750XT 12 GB and RX 6800 16 GB (non-XT) SKUs, which brings recent marketing strategies to mind - Team Red thinks that their cards offer the buyer more VRAM for their money when cross examined with the competition.

Dramatic Labs answers your questions: "Where have we been? We know we've been quiet at times since we announced Star Trek: Resurgence at The Game Awards in December… 2021. You can rest assured we never stopped working on the game, but obviously we all expected it to be released by now. So why the delays? The short answer is because we are a relatively small development team, making a pretty big game, and that has been keeping us very busy! As you might know, we had initially hoped to have the game out in "Spring 2022," but it is now "Spring 2023."

What happened? Honestly, our initial target was just too aggressive. We were very excited to get Star Trek: Resurgence to everyone as fast as we could, but this is our first game as Dramatic Labs, and our first game built with the Unreal Engine. And along the way it became clear the game wouldn't be what we wanted if we kept that release window. We considered trying to hit the holiday season for 2022, but we decided that, if we were going to change the date, we should do it to make the best game we could. Not to meet some arbitrary marketing timeline. That's why we reset for a Spring 2023 release and now we're excited to finally announce a date: May 23, 2023!

According to Ming-Chi Kuo, an industry analyst known for making accurate predictions about Apple, we have some new information regarding Intel's Sapphire Rapids Xeon processors. As Kuo notes, Intel's major Cloud Service Provider (CSP) client, Microsoft, has notified the supply chain that the company is cutting orders of Sapphire Rapids Xeons by 50-70% in the second half of 2023. Interestingly, Intel's supply chain has notified the company to cut chip orders by around 50% amidst weak server demand. This comes straight after Intel's plans to start shipping Sapphire Rapids processors in the second quarter of 2023 and deliver the highly anticipated lineup to customers.

Additionally, Kuo has stated that Intel isn't only competing for clients with AMD but also with Arm-based CPUs. Microsoft also plans to start buying Arm-based server processors made by Ampere Computing in the first half of 2024. This will reduce Microsoft's dependence on x86 architecture and induce higher competition in the market, especially if other CSPs follow.

Seagate is celebrating the debut shipment of very sophisticated storage solutions to a preferred client (dealing in the cloud data center sector). These 30+ terabyte hard drives are based on heat-assisted magnetic recording (HAMR) technology - the American data storage company is setting up its next generation Corvault range with the thermal magnetic recording methodology. The first shipment of HAMR-based drives is reported to consist of final qualification samples, but Seagate is anticipating that fully verified equipment - after trial customers give this new product lineup a thumbs-up - will be generating revenue in the coming weeks.

According to a transcript of a recent Seagate financial meeting conference call, CEO Dave Mosley mentioned a dip in business as well as a costly legal settlement, but expects company fortunes to rise due to client uptake of breakthrough storage technologies: "Beyond this cycle, we remain excited about the long-term opportunities presented by the secular growth of data and the relevance of mass capacity storage as new data-centric applications emerge and more workloads migrate to the cloud. We continue to make strong progress on our industry-leading technology road map, including launching HAMR-based products this quarter, which we believe put us in outstanding longer-term position."

Meta Platforms, Inc. (formerly known as Facebook) has begun implementing widespread staff layoffs across multiple company departments. The cutback operation was announced last month, with the social media giant targeting 10,000 positions (throughout 2023) in an effort to become more efficient. 13,000 staffers were released from their jobs last year, representing 13% of the workforce at the time - advertising revenues had declined in 2022 and Meta said that the change was required in order to navigate economic downturns. A repeat of that sentiment has been issued this year and two internal games development studios have been affected quite heavily by the latest layoff initiative, reports suggest. Ready at Dawn and Downpour Interactive are getting a lot of press coverage - due to former staffers divulging details of Meta's cutbacks via social media.

Thomas Griebel, a (now former) Senior engine programmer at Ready at Dawn, took to Twitter two days ago and made claim that: "One third of the studio was laid off today, including the studio head." He also observes that the studio has been shrinking over time: "Also lost some really great people just due to attrition. Think we're down almost (down to a) half since when I started in August (2022)." Former Ready at Dawn technical designer Colin McInerney has also released a string of information about co-workers being let go. Michael Tsarouhas (senior designer) and Daan van Zelst (level designer) have confirmed that they were released from their roles at Downpour Interactive.

TSMC today announced consolidated revenue of NT$508.63 billion, net income of NT$206.99 billion, and diluted earnings per share of NT$7.98 (US$1.31 per ADR unit) for the first quarter ended March 31, 2023. Year-over-year, first quarter revenue increased 3.6% while net income and diluted EPS both increased 2.1%. Compared to fourth quarter 2022, first quarter results represented an 18.7% decrease in revenue and a 30.0% decrease in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.

In US dollars, first quarter revenue was $16.72 billion, which decreased 4.8% year-over-year and decreased 16.1% from the previous quarter. Gross margin for the quarter was 56.3%, operating margin was 45.5%, and net profit margin was 40.7%. In the first quarter, shipments of 5-nanometer accounted for 31% of total wafer revenue; 7-nanometer accounted for 20%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 51% of total wafer revenue.

New store page, new trailer... new EVERYTHING for our upcoming puzzle-adventure game Firmament...Firmament will release on May 18th! Firmament is a new puzzle-adventure game by the legendary game studio behind the best-selling games Myst and Riven. Featuring deep storytelling and world-building, discover the story of this seemingly abandoned world as you explore and unlock the mysteries of 3 unique Realms… and beyond!

EXPLORE THE WORLD
Featuring a unique steampunk aesthetic, Firmament invites you to explore the legendary deep world-building Cyan Worlds is known for. Firmament is a fantastic visual feast, with thrilling new sights to see around every corner. At the same time, the world of Firmament feels completely plausible; as though it were constructed with a bigger purpose in mind… A purpose you will be compelled to discover as you play.

What's next for Northgard? A sneak peek into what the future holds for our favorite vikings...Ohoi! We're working hard on Northgard and you can expect a ton of new changes this year. Keep in mind this roadmap is mostly tentative, hence why no dates will be revealed as of today. But enough talk, here is what you came for...

The near future
Our next update is the annual major balancing patch. It is coming in the next month or so but it is not exclusively balancing that it will be bringing to the game. Before expanding the game further, it was important for us to focus on some of the more pressing matters that have been brought to our attention over the last few months.

Taiwan's External Trade Development Council (TAITRA) has announced the keynote speaker for Computex 2023 - NVIDIA co-founder and current CEO Jensen Huang is confirmed as the main host of the opening ceremony event. The forthcoming computer trade show will have a general opening on May 30, with a keynote address delivered by Huang scheduled for the day before. Computex 2023 is set to be hosted at the Taipei Nangang Exhibition Center (Hall 1 & Hall 2) until June. Co-organizer TAITRA boasts that 1000 exhibitors (from 17 nations) will participate in show floor activities. 3000 individual booths will be setup for exploration by prospective attendees.

Huang is one of several key electronics company CEOs announced as participants in conference events. He joins key representatives from firms such as Qualcomm, Acer, NXP Semiconductors and Supermicro. NVIDIA's leader was named in Time's 100 List of Most Influential People for the year 2021, and is a winner of numerous other awards, so it is no wonder that he gets top billing at Computex 2023. Attendees have a lot to look forward to, not limited to a (potentially) dynamic keynote speech delivered by Huang, since this year's show will be an open door affair. A return to proceedings last experienced in 2019, prior to global shutdowns.

Detectives, we have arrived! After much anticipation, Sherlock Holmes The Awakened has been released! Enjoy the Lovecraftian madness. We made this game during one heck of a time. We made it while our country is at war. We faced challenges such as constant power outages, irregular work schedules, air raids, evacuations, losing our homes, saying goodbyes to our loved ones (through immigration, or worse), and losing team members so that they could defend our country.

We worked from our homes, our office, and from underground bunkers or train stations. It was an enduring and unending nightmare. But with all this chaos around, working on The Awakened helped us maintain a little sense of normalcy. We truly gave it all - sweat, emotions, and spirit to the development of this game.

QuakeCon 2023 Returns to its Roots, Reuniting Fans with a Modern Upgrade to the Classic BYOC - It's official! After three years of digital-only events, QuakeCon 2023 will mark the return of the beloved BYOC, in-person at the Gaylord Texan Resort & Convention Center in Grapevine, Texas from Thursday, August 10 through Sunday, August 13.

"QuakeCon is our favorite event of the year, and we can't wait to finally see our incredible QuakeCon community in-person again, celebrate games, and frag all weekend with thousands of friends." said Marty Stratton, Studio Head, id Software. "For our first year back, QuakeCon 2023 is focusing on the fan favorite BYOC and the players that made QuakeCon the best gaming gathering for more than 25 years."

FrozenCPU has announced that they will be closing their doors to shift focus to their ModRight brand. FrozenCPU was best known for their expansive selection of enthusiast water cooling gear, accessories, mod gear, and excellent customer service in the mid to late 2000s. They were an early example of a premium online storefront in North America that has had a lasting legacy on a niche market. On the announcement page for the closure they state that orders will be taken through April 30th, 2023 and that all in-stock items will be 50% off with the code "SAVENOW" to clear out their entire remaining inventory.

This is not the first time FrozenCPU has shuttered. Back in 2015 they closed with little warning after a dramatic series of events led to warehouse damages and all personnel being fired. Accounts went uncredited, vendors went unpaid, and shipments never left. The company returned after a few months with an entirely new team of staff and leadership, looking to clean the slate and pave a new road forward. Vendors were appeased, previous orders fulfilled, and for the last five years they've remained fairly untroubled.

Samsung Electronics will be cutting back on memory chip production, following a worrying drop in its operational profits. Estimates for the first quarter point to a 96% year-on-year decline - the silicon mega-corporation's lowest profit result in 14 years (since the first quarter of 2009). Samsung's operating profits fell to 600 billion won ($456 million) in January to March 2023, from 14 trillion won the previous year. The company has confirmed that a slump in sales is the main cause behind the smaller margins - with a slow global economy and a drop in demand after the chip shortages of 2020 - 2022. Manufacturers of computer and server equipment have reduced expenditure on procurements of RAM and storage solutions.

In a statement released last week, the company confirmed that it was adjusting its manufacturing output in reaction to the drop in demand: "We are lowering the production of memory chips by a meaningful level, especially that of products with supply secured." Industry analysts in South Korean are foreseeing that Samsung's chip business will post heavy losses (into the billions of dollars) during the first three months of 2023. Samsung is expected to publish detailed financial results later this month. The analysts have spotted similar patterns at other South Korea-based memory chip markers - SK Hynix and Micron have recorded heavy financial losses across recent quarters.

or the fifth consecutive month, International Data Corporation (IDC) has lowered its 2023 forecast for worldwide IT spending as technology investments continue to show the impact of a weakening economy. In its new monthly forecast for worldwide IT spending growth, IDC projects overall growth this year in constant currency of 4.4% to $3.25 trillion. This is slightly down from 4.5% in the previous month's forecast and represents a swing from a 6.0% growth forecast in October 2022.

"Since the fourth quarter of last year, we have seen clear and measurable signs of a moderate pullback in some areas of IT spending," said Stephen Minton, vice president in IDC's Data & Analytics research group. "Tech spending remains resilient compared to historical economic downturns and other types of business spending, but rising interest rates are now impacting capital spending."

IBM today unveiled new single frame and rack mount configurations of IBM z16 and IBM LinuxONE 4, expanding their capabilities to a broader range of data center environments. Based on IBM's Telum processor, the new options are designed with sustainability in mind for highly efficient data centers, helping clients adapt to a digitized economy and ongoing global uncertainty.

Introduced in April 2022, the IBM z16 multi frame has helped transform industries with real-time AI inferencing at scale and quantum-safe cryptography. IBM LinuxONE Emperor 4, launched in September 2022, features capabilities that can reduce both energy consumption and data center floor space while delivering the scale, performance and security that clients need. The new single frame and rack mount configurations expand client infrastructure choices and help bring these benefits to data center environments where space, sustainability and standardization are paramount.

Reports from supply chain partners suggests that Apple cut off production of their current generation M2 SoC lineup in the months of January and February following significantly decreased demand for Mac computers containing the chips. The details trace back to partners in Outsourced Semiconductor Package Test, or OSAT, which is many different companies in the supply chain that contribute to assembly and testing of the final packaged SoC. OSAT partners claim they received zero M2 wafers from TSMC during both months, and that shipments have only resumed at half of the previous capacity in the month of March. The breadth of this shutdown touched many different suppliers, from the packaging facilities in Korea, to the solder ball suppliers in Taiwan, the TIM suppliers in Germany, and die underfill material suppliers from Japan. Many of these parts can be specific to the type of chip being produced, as M2 features a different packaging method to Apple's normal A-Series mobile SoCs; a lack of M2 silicon led to a full shutdown of this supply chain. An industry insider for Amcona states, "It is impossible to do other packaging work on the M2 line, the so-called 'Apple line' installed in Amcona chip packs."

In their Q1 2023 earnings conference Apple reported a sharp revenue drop in Mac sales from $10.85B down to $7.74B. "The PC market is facing a very challenging situation," stated Tim Cook, Apple's CEO, "I think we have an advantage with silicon but it will be very difficult in the short term." Apple began production of M2 well over a year ago when demand for Apple silicon equipped MacBooks was still sky high, and likely had large reserves of finished chips and machines stockpiled for the launch of M2 Pro and M2 Max in January. With demand dipping up to the launch of the new MacBook models it would certainly justify slowing down production, but outright halting it for multiple months suggests demand far undershot Apple's expectation.

According to the International Data Corporation (IDC) Worldwide Quarterly Enterprise Infrastructure Tracker: Buyer and Cloud Deployment, spending on compute and storage infrastructure products for cloud deployments, including dedicated and shared IT environments, increased 16.3% year over year in the fourth quarter of 2022 (4Q22) to $24.1 billion. Spending on cloud infrastructure continues to outgrow the non-cloud segment although the latter had strong growth in 4Q22 as well, increasing 9.4% year over year to $18.7 billion. For the full year, cloud infrastructure grew 19.4% to $87.7 billion, while non-cloud grew 13.6% to $66.7 billion. The market continues to benefit from high demand, large backlogs, rising prices, and an improving infrastructure supply chain.