Seagate has recently published a preview of its next generation product hard drive lineup that utilize heat-assisted magnetic recording (HAMR) technology. A company roadmap indicates that the first commercial release of 32 TB capacity HAMR Mach 2 drives is penciled in for a Q3 2023 window, with a short hop to increased storage (40 TB) models predicted for launch in 2024. Seagate is also expected to release 24 TB and 28 TB capacity HDDs - based on the older perpendicular magnetic recording (PMR) technology - at some point in the near future. Technology news outlets anticipate that these two product ranges will co-exist for a while, until Seagate decides to favor its more advanced thermal magnetic storage solution. A lucky data center client has been getting hands-on time with evaluation HAMR hardware, as reported in late April. Seagate has since supplied other enterprise customers with unspecified HAMR HDD models.

Executives at Seagate have been openly discussing their HAMR products - destined to sit in new Corvault server equipment. Gianluca Romano, the company's chief financial officer, mentioned several models during a presentation at the Bank of America 2023 Global Technology conference: "When you go to HAMR, our 32-terabyte (model) is based on 10 disks and 20 heads. So same number of disks and head of the current 20-terabyte PMR...So all the increase is coming through areal density. The following one, 40-terabyte, still (has) the same 10 disks and 20 heads. And also the 50 (TB model), we said at our earnings release, in our lab, we are already running individual disk at 5 terabytes."

Blackbird Interactive and Gearbox Publishing have jointly announced that development on Homeworld 3 is being extended - a message was shared on social media and HW3-related store pages yesterday: "We are moving the launch of Homeworld 3 from the first half of 2023 to February 2024 so that we deliver the quality experience that fans deserve." The long anticipated follow-up to Homeworld 2 (2003) has been delayed numerous times since its 2019 unveiling and start of a crowd funding campaign, but yesterday's news arrived quite close to an expected summer-time launch - some of the fanbase will not be happy about another postponement, but it is encouraging that Blackbird Interactive (a studio founded by ex-Relic veterans) is not rushing an unfinished product to market.

The joint statement elaborates further: "Our primary goal is to deliver a Homeworld experience that lives up to the standards set by its predecessors and is worthy of this series' incredible legacy. Homeworld 3 is shaping up to be exactly that, but in order to fully realize that vision we need more time to refine and polish the game. We deeply appreciate your passion and dedication to this game, and we are working hard to get Homeworld 3 to you as soon as we can." The team encourages fans to take a look at a quick Q&A rundown which semi-explains their decision to delay HW3: "We want to deliver this game as soon as possible, but we can't and shouldn't do that at the cost of quality or the pillars the franchise is built on." A more in-depth preview event is lined up for the interim time before the February 2024 launch: "We are looking forward to sharing our biggest Homeworld 3 progress update yet later this summer. We've been working on a lot behind the scenes, and we can't wait to show everyone."

TrendForce forecasts a global downturn in AR and VR device shipments for 2023, predicting a shipment total of roughly 7.45 million units—an 18.2% YoY decrease. VR devices are expected to shoulder the majority of this decline, with projected shipments hovering around 6.67 million units. This dip is primarily attributed to weaker-than-expected sales of newly released high-end devices. Consequently, manufacturers are likely to pivot their sales strategies, shifting their focus to more cost-effective offerings. Conversely, shipments of AR devices are expected to remain stable, with projected shipments exceeding 780,000 units. While Apple's latest offerings could stimulate some demand, the high price tags attached to these units continue to pose a significant barrier to broader market growth.

Two key factors emerge when examining the impending decline in shipments in the VR sector. Firstly, brands may have been overly optimistic regarding the sales of their top-tier products. Despite these premium devices offering enhanced features courtesy of advanced hardware and software, consumers are showing reluctance to shoulder the associated higher costs. Instead, they seem to be gravitating towards more budget-friendly models this year. Secondly, the shortage of appealing, new, cost-effective models in the market is exacerbating the downturn. Meta Quest 2 continues to maintain its status as this year's market-leading VR product as the release of Meta Quest 3 has been pushed back to 2024.

MediaTek is rumored to have partnered up with NVIDIA in a new joint effort to create graphically powerful mobile chipsets. DigiTimes Asia reports that the two fabless companies are collaborating on a flagship-level smartphone SoC that could arrive in early 2024. MediaTek is hoping that this tech union will help advance its application processors with AI enhancements and greater gaming functionalities. Insider sources also claim that the partnership extends to the development of WOA (Windows on Arm) platform products for notebook applications.

DigiTimes believes that NVIDIA is seeking new market scope - outside of its normal staple of gaming and enterprise GPUs - opportunities within the smartphone and notebook market are part of an overall expansion strategy, including the teaming up with MediaTek. Arch rival AMD has been working with Samsung for a number of years on RDNA-based "Xclipse" iGPUs, as featured in several existing and upcoming flagship Exynos mobile chipsets, and Team Green is seemingly interested in doing something similar. MediaTek is keen to expand its processor presence in the notebook world - its current offerings only target the entry-level segment - and the alliance with NVIDIA could result in forthcoming mid-range and high-end WOA platform products.

A leaked roadmap (that seems to be authored) by Giga Computing provides an interesting peak into the future of next generation enterprise-oriented CPUs and GPUs. TDP details of Intel, AMD and NVIDIA hardware are featured within the presentation slide - and all indications point to a trend of continued power consumption growth. Intel's server CPU lineups, including fourth generation Sapphire Rapids-SP and fifth-gen Emerald Rapids-SP Xeon chips, are projected to hit maximum TGPs of 350 W by mid-2024. Team Blue's sixth gen Granite Rapids is expected to arrive in the latter half of 2024, and Gigabyte's leaked roadmap points to a push into 500 W territories going forward into 2025.

AMD's Zen 5-based Turin server CPUs are expected to ship by the second half of 2024, and power consumption is estimated to hit a maximum of 600 W - representing a 50% increase over the Zen 4-based Genoa family. The 2024 NVIDIA PCIe GPU lineup is likely hitting TDPs of up to 500 W, it is rumored that these enterprise cards will be based on the Blackwell chip architecture - set to succeed current generation H100 "Hopper" PCIe accelerators (featuring 350-450 W TDPs). It is possible that AMD's Instinct-class PCIe accelerator family will become the direct competition, these cards are rated up to 400 W. The AMD Instinct MI250 OAM category has a maximum rating of 560 W. The NVIDIA Grace and Grace Hopper CPU Superchips are said to feature 600 W and 1000 W TDPs (respectively).

Electronic Arts has not included Dragon Age: Dreadwolf in its projected release schedule for the ongoing financial year (2023 to 2024) - industry insiders have previously suggested that the fourth entry in the series was marked down for a later-in-2023 launch. EA's day old financial report details a number of already announced games within a rundown that ends in April 2024. The schedule includes the recently released Star Wars Jedi: Survivor game, as well as Immortal of Aveum, a Lord of the Rings mobile title, F1 23, Madden '24, Sports FC (a FIFA successor) and extra content for Apex Legend and Sims 4. A mystery pair of games are due sometime after April 2024 - a mainline EA Sports title and an unnamed racing sim.

An in-progress Skate sequel joins Dragon Age: Dreadwolf in the far off fields of mid-2024 or beyond. Bioware started to hint about a potential fourth game in late 2018 - with vague promotional material popping up during the autumn Game Awards event. The Edmonton, Canada-based development team has been quietly working on Dragon Age: Dreadwolf since then, with very little preview material issued in the interim - a non-gameplay teaser trailer was shown off way back in 2020. Gary McKay, general manager at BioWare, revealed last autumn that the game was fully playable from beginning to end, and recent information suggests that the Dreadwolf team has expanded in size to include Mass Effect series staffers. A former franchise and Bioware veteran, Mark Darrah, was added on as an external (expert) consultant on the project.

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.

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."

The US Government is considering new plans that will attempt to curb the after effects of cryptocurrency mining. The White House revealed details about its proposed "DAME Tax" scheme on Tuesday of this week - the Digital Asset Mining Energy excise tax is under consideration for this year's US Budget. The government wants to address the impact that cryptomining has on the US economy as well as the environment, alongside numerous other national challenges. Companies engaged in the extraction of cryptocurrencies could be charged extra for the running of computer equipment (starting in early 2024). A White House spokesperson states: "after a phase-in period, firms would face a tax equal to 30 percent of the cost of the electricity they use in cryptomining."

American crypto companies are facing a 10 percent taxation of their energy bill for 2024, that will then increase to 20 percent in 2025, and the maximum tax rate will hit a high of 30 percent in 2026. The White House number crunching team reckons that $3.5 billion could be generated by the proposed DAME excise tax. The new rules would represent a radical change for large scale cryptomining efforts: "Currently, cryptomining firms do not have to pay for the full cost they impose on others, in the form of local environmental pollution, higher energy prices, and the impacts of increased greenhouse gas emissions on the climate. The DAME tax encourages firms to start taking better account of the harms they impose on society," reads a White House statement." The government's investigation has determined that the domestic cryptomining industry is close to consuming more electricity than the entire nation's residential lighting system. US lawmakers last year calculated that some of the larger digital asset mining firms are capable of using more energy than nearly all of the residential population based in Houston, TX.

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.

It appears it's not only AMD that is eyeing a move to Samsung, when it comes to fabricating upcoming chips, as reports are now suggesting that Qualcomm is considering a second attempt at making flagship mobile SoCs at Samsung's foundry. However, in this case, we're talking 3 nm chips in the shape of the Snapdragon 8 Gen 4, which is expected to launch in devices sometime in 2024. This is said to be Qualcomm's first chip based on cores built by Nuvia, a company that Qualcomm acquired in 2021.

That said, Qualcomm will apparently not rely on Samsung alone, but will also be making the Snapdragon 8 Gen 4 at TSMC. This might be because of past experience with Samsung, but the report out of Taiwan, suggests that the chips made by Samsung's foundry business will be used in Samsung branded phones, whereas the TSMC made chips might end up in devices by Qualcomm's other customers. It could also be a bet for Qualcomm to try and get better pricing by both foundries or a means of hedging their bets, to see which foundry produces the better chips. Then there's the situation between the PRC and the ROC, which could potentially put Qualcomm in a situation where it has no chips, so going with Samsung could be a means of covering for all potential risk scenarios.

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."

AMD and JEDEC are collaborating to create a new industry standard for DDR5 memory called MRDIMMs (multi-ranked buffered DIMMs). The constant need for bandwidth in server systems provides trouble that can not easily be solved. Adding more memory is difficult, as motherboards can only get so big. Incorporating on-package memory solutions like HBM is expensive and can only scale to a specific memory capacity. However, engineers of JEDEC, with the help of AMD, have come to make a new standard that will try and solve this challenge using the new MRDIMM technology. The concept of MRDIMM is, on paper, straightforward. It combines two DDR5 DIMMs on a single module to effectively double the bandwidth. Specifically, if you take two DDR5 DIMMs running at 4,400 MT/s and connect them to create a single DIMM, you get 8,800 MT/s speeds on a single module. To efficiently use it, a special data mux or buffer will effectively take two Double Data Rate (DDR) DIMMs and convert them into Quad Data Rate (QDR) DIMMs.

The design also allows simultaneous access to both ranks of memory, thanks to the added mux. First-generation MRDIMMs can produce speeds of up to 8,800 MT/s, while the second and third generations modules can go to 12,800 MT/s and 17,600 MT/s, respectively. We expect third-generation MRDIMMs after 2030, so the project is still far away. Additionally, Intel has a similar solution called Multiplexer Combined Ranks DIMM (MCRDIMM) which uses a similar approach. However, Intel's technology is expected to see the light of the day as early as 2024/2025 and beyond the generation of servers, with Granite Rapids likely representing a contender for this technology. SK Hynix already makes MCRDIMMs, and you can see the demonstration of the approach below.

All eyes - especially investors' eyes - are on Intel's data center business today. Intel's Sandra Rivera, Greg Lavender and Lisa Spelman hosted a webinar focused on the company's Data Center and Artificial Intelligence business unit. They offered a big update on Intel's latest market forecasts, hardware plans and the way Intel is empowering developers with software.

Executives dished out updates on Intel's data center business for investors. This included disclosures about future generations of Intel Xeon chips, progress updates on 4th Gen Intel Xeon Scalable processors (code-named Sapphire Rapids) and demos of Intel hardware tackling the competition, heavy AI workloads and more.

Xeon Roadmap Roll Call
Among Sapphire Rapids, Emerald Rapids, Sierra Forest and Granite Rapids, there is a lot going on in the server CPU business. Here's your Xeon roadmap updates in order of appearance: