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The SEA Projects Prepare Europe for Exascale Supercomputing

The HPC research projects DEEP-SEA, IO-SEA and RED-SEA are wrapping up this month after a three-year project term. The three projects worked together to develop key technologies for European Exascale supercomputers, based on the Modular Supercomputing Architecture (MSA), a blueprint architecture for highly efficient and scalable heterogeneous Exascale HPC systems. To achieve this, the three projects collaborated on system software and programming environments, data management and storage, as well as interconnects adapted to this architecture. The results of their joint work will be presented at a co-design workshop and poster session at the EuroHPC Summit (Antwerp, 18-21 March, www.eurohpcsummit.eu).

JEDEC Reportedly Finalizing LPDDR6 Standard for Mobile Platforms

JEDEC is expected to announce a next-gen low-power RAM memory (LPDDR) standard specification by the third quarter of this year. Earlier today, smartphone technology watcher—Revegnus—highlighted insider information disclosed within an ETnews article. The International Semiconductor Standards Organization (JEDEC) has recently concluded negotiations regarding "next-generation mobile RAM standards"—the report posits that: "more than 60 people from memory, system semiconductor, and design asset (IP) companies participated" in a Lisbon, Portugal-situated meeting. A quoted participant stated (to ETnews): "We have held various discussions to confirm the LPDDR6 standard specification...(Details) will be released in the third quarter of this year."

The current generation LPDDR5 standard was secured back in February 2019—noted improvements included 50% performance and 30% power efficiency jumps over LPDDR4. Samsung Electronics and SK Hynix are in the process of mass-producing incremental improvements—in the form of LPDDR5X and LPDDR5T. A second source stated: "Technology development and standard discussions are taking place in a way to minimize power consumption, which increases along with the increase in data processing." A full-fledged successor is tasked with further enhancing data processing performance. Industry figures anticipate that LPDDR6 will greatly assist in an industry-wide push for "on-device AI" processing. They reckon that "large-scale AI calculations" will become the norm on smartphones, laptops, and tablet PCs. Revegnus has heard (fanciful) whispers about a potential 2024 rollout: "support may be available starting with Qualcomm's Snapdragon 8 Gen 4, expected to be released as early as the second half of this year." Sensible predictions point to possible commercialization in late 2025, or early 2026.

Intel 14A Node Delivers 15% Improvement over 18A, A14-E Adds Another 5%

Intel is revamping its foundry play, and the company is set on its goals of becoming a strong contender to rivals such as TSMC and Samsung. Under Pat Gelsinger's lead, Intel recently split (virtually, under the same company) its units into Intel Product and Intel Foundry. During the SPIE 2024 conference for optics and photonics, Anne Kelleher, Intel's senior vice president, revealed that the 14A (1.4 nm) process offers a 15% performance-per-watt improvement over the company's 18A (1.8 nanometers) process. Additionally, the enhanced 14A-E process boasts a further 5% performance boost from the regular A14 node, being a small refresh. Intel's 14A process is set to be the first to utilize High-NA extreme ultraviolet (EUV) equipment, delivering a 20% increase in transistor logic density compared to the 18A node.

The company's aggressive pursuit of next-generation processes poses a significant threat to Samsung Electronics, which currently holds the second position in the foundry market. As part of its IDM 2.0 strategy, Intel hopes to reclaim its position as a leading foundry player and surpass Samsung by 2030. The company's collaboration with American companies, such as Microsoft, further solidifies its ambitions. Intel has already secured a $15 billion chip production contract with Microsoft for its 1.8 nm 18A process. The semiconductor industry is closely monitoring Intel's progress, as the company's advancements in process technology could potentially reshape the competitive landscape. With Samsung planning to mass-produce 2 nm process products next year, the race for dominance in the foundry market is heating up.

SK Hynix To Invest $1 Billion into Advanced Chip Packaging Facilities

Lee Kang-Wook, Vice President of Research and Development at SK Hynix, has discussed the increased importance of advanced chip packaging with Bloomberg News. In an interview with the media company's business section, Lee referred to a tradition of prioritizing the design and fabrication of chips: "the first 50 years of the semiconductor industry has been about the front-end." He believes that the latter half of production processes will take precedence in the future: "...but the next 50 years is going to be all about the back-end." He outlined a "more than $1 billion" investment into South Korean facilities—his department is hoping to "improve the final steps" of chip manufacturing.

SK Hynix's Head of Packaging Development pioneered a novel method of packaging the third generation of high bandwidth technology (HBM2E)—that innovation secured NVIDIA as a high-profile and long term customer. Demand for Team Green's AI GPUs has boosted the significance of HBM technologies—Micron and Samsung are attempting to play catch up with new designs. South Korea's leading memory supplier is hoping to stay ahead in the next-gen HBM contest—supposedly 12-layer fifth generation samples have been submitted to NVIDIA for approval. SK Hynix's Vice President recently revealed that HBM production volumes for 2024 have sold out—currently company leadership is considering the next steps for market dominance in 2025. The majority of the firm's newly announced $1 billion budget will be spent on the advancement of MR-MUF and TSV technologies, according to their R&D chief.

Jensen Huang Celebrates Rise of Portable AI Workstations

2024 will be the year generative AI gets personal, the CEOs of NVIDIA and HP said today in a fireside chat, unveiling new laptops that can build, test and run large language models. "This is a renaissance of the personal computer," said NVIDIA founder and CEO Jensen Huang at HP Amplify, a gathering in Las Vegas of about 1,500 resellers and distributors. "The work of creators, designers and data scientists is going to be revolutionized by these new workstations."

Greater Speed and Security
"AI is the biggest thing to come to the PC in decades," said HP's Enrique Lores, in the runup to the announcement of what his company billed as "the industry's largest portfolio of AI PCs and workstations." Compared to running their AI work in the cloud, the new systems will provide increased speed and security while reducing costs and energy, Lores said in a keynote at the event. New HP ZBooks provide a portfolio of mobile AI workstations powered by a full range of NVIDIA RTX Ada Generation GPUs. Entry-level systems with the NVIDIA RTX 500 Ada Generation Laptop GPU let users run generative AI apps and tools wherever they go. High-end models pack the RTX 5000 to deliver up to 682 TOPS, so they can create and run LLMs locally, using retrieval-augmented generation (RAG) to connect to their content for results that are both personalized and private.

Samsung Foundry Renames 3 nm Process to 2 nm Amid Competition with Intel

In a move that could intensify competition with Intel in the cutting-edge chip manufacturing space, Samsung Foundry has reportedly decided to rebrand its second-generation 3 nm-class fabrication technology, previously known as SF3, to a 2 nm-class manufacturing process called SF2. According to reports from ZDNet, the renaming of Samsung's SF3 to SF2 is likely an attempt by the South Korean tech giant to simplify its process nomenclature and better compete against Intel Foundry, at least visually. Intel is set to roll out its Intel 20A production node, a 2 nm-class technology, later this year. The reports suggest that Samsung has already notified its customers about the changes in its roadmap and the renaming of SF3 to SF2. Significantly, the company has reportedly gone as far as re-signing contracts with customers initially intended to use the SF3 production node.

"We were informed by Samsung Electronics that the 2nd generation 3 nm [name] is being changed to 2 nm," an unnamed source noted to ZDNet. "We had contracted Samsung Foundry for the 2nd generation 3 nm production last year, but we recently revised the contract to change the name to 2 nm." Despite the name change, Samsung's SF3, now called SF2, has not undergone any actual process technology alterations. This suggests that the renaming is primarily a marketing move, as using a different process technology would require customers to rework their chip designs entirely. Samsung intends to start manufacturing chips based on the newly named SF2 process in the second half of 2024. The SF2 technology, which employs gate-all-around (GAA) transistors that Samsung brands as Multi-Bridge-Channel Field Effect Transistors (MBCFET), does not feature a backside power delivery network (BSPDN), a significant advantage of Intel's 20A process. Samsung Foundry has not officially confirmed the renaming.

Intel Sets 100 Million CPU Supply Goal for AI PCs by 2025

Intel has been hyping up their artificial intelligence-augmented processor products since late last year—their "AI Everywhere" marketing push started with the official launch of Intel Core Ultra mobile CPUs, AKA the much-delayed Meteor Lake processor family. CEO, Pat Gelsinger stated (mid-December 2023): "AI innovation is poised to raise the digital economy's impact up to as much as one-third of global gross domestic product...Intel is developing the technologies and solutions that empower customers to seamlessly integrate and effectively run AI in all their applications—in the cloud and, increasingly, locally at the PC and edge, where data is generated and used." Team Blue's presence at this week's MWC Barcelona 2024 event introduced "AI Everywhere Across Network, Edge, Enterprise."

Nikkei Asia sat down with Intel's David Feng—Vice President of Client Computing Group and General Manager of Client Segments. The impressively job-titled executive discussed the "future of AI PCs," and set some lofty sales goals for his firm. According to the Nikkei report, Intel leadership expects to "deliver 40 million AI PCs" this year and a further 60 million units next year—representing "more than 20% of the projected total global PC market in 2025." Feng and his colleagues predict that mainstream customers will prefer to use local "on-device" AI solutions (equipped with NPUs), rather than rely on remote cloud services. Significant Edge AI improvements are expected to arrive with next generation Lunar Lake and Arrow Lake processor families, the latter will be bringing Team Blue NPU technologies to desktop platforms—AMD's Ryzen 8000G series of AM5 APUs launched with XDNA engines last month.

Xbox & Microsoft Schedule GDC 2024 Presentations

As GDC, the world's largest game developer conference, returns to San Francisco, Microsoft and Xbox will be there to engage and empower developers, publishers, and technology partners across the industry. We are committed to supporting game developers on any platform, anywhere in the world, at every stage of development. Our message is simple: Microsoft and Xbox are here to help power your games and empower your teams. From March 18 - 22, the Xbox Lobby Lounge in the Moscone Center South can't be missed—an easy meeting point, and a first step toward learning more about the ID@Xbox publishing program, the Developer Acceleration Program (DAP) for underrepresented creators, Azure cloud gaming services, and anything else developers might need.

GDC features dozens of speakers from across Xbox, Activision, Blizzard, King and ZeniMax who will demonstrate groundbreaking in-game innovations and share community-building strategies. Microsoft technology teams, with support from partners, will also host talks that spotlight new tools, software and services that help increase developer velocity, grow player engagement and help creators grow. See below for the Conference programming details.

Supermicro Accelerates Performance of 5G and Telco Cloud Workloads with New and Expanded Portfolio of Infrastructure Solutions

Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, delivers an expanded portfolio of purpose-built infrastructure solutions to accelerate performance and increase efficiency in 5G and telecom workloads. With one of the industry's most diverse offerings, Supermicro enables customers to expand public and private 5G infrastructures with improved performance per watt and support for new and innovative AI applications. As a long-term advocate of open networking platforms and a member of the O-RAN Alliance, Supermicro's portfolio incorporates systems featuring 5th Gen Intel Xeon processors, AMD EPYC 8004 Series processors, and the NVIDIA Grace Hopper Superchip.

"Supermicro is expanding our broad portfolio of sustainable and state-of-the-art servers to address the demanding requirements of 5G and telco markets and Edge AI," said Charles Liang, president and CEO of Supermicro. "Our products are not just about technology, they are about delivering tangible customer benefits. We quickly bring data center AI capabilities to the network's edge using our Building Block architecture. Our products enable operators to offer new capabilities to their customers with improved performance and lower energy consumption. Our edge servers contain up to 2 TB of high-speed DDR5 memory, 6 PCIe slots, and a range of networking options. These systems are designed for increased power efficiency and performance-per-watt, enabling operators to create high-performance, customized solutions for their unique requirements. This reassures our customers that they are investing in reliable and efficient solutions."

LG Announces US Pricing and Availability of 2024 Gram Pro Notebooks

LG Electronics USA (LG) today announced pricing and availability of its 2024 premium lineup of laptops - the LG gram Pro and LG gram Pro 2-in-1. The 16- and 17-inch LG gram Pro models retail for $2399 (16Z90SP-A.ADB9U1) and $2499 (17Z90SP-E.ADB9U1) respectively while the CES 2024 Innovation Award-winning 16-inch gram Pro 2-in-1 (16T90SP-K.ADB9U1) retails for $2099. For a limited time, customers shopping on LG.com can pre-order the 16- and 17-inch LG gram Pro and 16-inch LG gram Pro 2-in-1.

Throughout the duration of the pre-order period from February 21, 2024, to March 10, 2024, customers will be able to purchase the 32 GB-RAM/2 TB-SSD LG gram Pro laptop for the price of a 16 GB-RAM/1 TB-SSD model of the same screen size. They'll also receive an LG gram +view IPS portable monitor (16MR70.ASDU) and expedited shipping at no additional cost. All standard terms of purchase apply.

"Arranger: A Role-Puzzling Adventure" Launches Summer 2024

Hello! Nick Suttner here. You may have seen my name on PlayStation Blog before in various guises (most recently, as the writer behind Carto), but I'm super excited to be coming to you today as co-founder of the small studio Furniture & Mattress, to reveal our debut game Arranger: A Role-Puzzling Adventure. What the heck is role-puzzling, you may ask? Well, we've spent the past few years building the kind of world that you'd expect to find in a role-playing game: curious towns and moody wilderness areas to explore, quirky characters to meet, and weirdo monsters to battle in dungeons. But in Arranger, everything is expressed through the language of a puzzle game. Hence: role-puzzling!

The entire game world exists on a sprawling, interconnected gameplay grid, and as our protagonist Jemma moves around, everything on the same row or column moves with her. She can also loop herself - or other objects - from one edge of the grid to the other. Over the course of our 8-10 hour, single-player adventure, we regularly twist and subvert these simple mechanics in a host of interesting ways, trying to keep things breezy while still providing some satisfying head-scratchers. (And several assist options to skip past them if you're not in the mood.)

SK Hynix VP Reveals HBM Production Volumes for 2024 are Sold Out

SK Hynix Vice President Kitae Kim presides over the company's HBM Sales & Marketing (S&M) department—an official leadership blog profile reveals that the executive played a key role in making the South Korean supplier's high bandwidth memory (HBM) product line "a superstar of the semiconductor memory industry in 2023." Growing demand for powerful AI processors has placed SK Hynix in a more comfortable position, following recessive spells—including a major sales downturn in 2022. NVIDIA is the market leader in AI processing chips, and many of its flagship enterprise designs are fitted with cutting-edge SK Hynix memory modules. Kim noted that his firm has many notable international clients: "HBM is a revolutionary product which has challenged the notion that semiconductor memory is only one part of an overall system...in particular, SK Hynix's HBM has outstanding competitiveness. Our advanced technology is highly sought after by global tech companies."

The VP outlined how artificial intelligence industries are fuelling innovations: "With the diversification and advancement of generative AI services, demand for HBM, an AI memory solution, has also exploded. HBM, with its high-performance and high-capacity characteristics, is a monumental product that shakes the conventional wisdom that memory semiconductors are only a part of the overall system. In particular, SK Hynix HBM's competitiveness is outstanding." Business is booming, so much so that nothing can be added to this year's HBM order books: "Proactively securing customer purchase volumes and negotiating more favorable conditions for our high-quality products are the basics of semiconductor sales operations. With excellent products in hand, it's a matter of speed. Our planned production volume of HBM this year has already sold out. Although 2024 has just begun, we've already started preparing for 2025 to stay ahead of the market."

AMD's Dr. Lisa Su to Deliver Opening Keynote at Computex 2024

COMPUTEX 2024, a global leading technology exhibition, featuring AIoT applications, generative AI & and startup ecosystems, will take place from June 4th to 7th at the Taipei Nangang Exhibition Center Halls 1 and 2. Themed "Connecting AI," this year's exhibition focuses on the latest global AI technologies and industry trends. The show will attract 1,500 international and local exhibitors using 4,500 booths. The Opening Keynote will be delivered by Dr. Lisa Su, Chair and CEO of AMD, on the morning of June 3rd to set the stage for the event.

COMPUTEX 2024: Global Tech Giants Unite, Paving the Way for the Era of the AI Ecosystem
2024 is acclaimed as the AI PC era, with the development of artificial intelligence propelling products like AI PCs, AI servers, and AI smartphones to thrive in the market. This year's COMPUTEX covers six major themes: AI computing, Advanced Connectivity, Future Mobility, Immersive Reality, Sustainability, and Innovations. Collaborating with international technology powerhouses, including Acer, ASRock, ASUS, Delta, Gigabyte, G.Skill, Intel, MSI, Pro Gamersware, and more, shapes the AI ecosystem. Moreover, the InnoVEX exhibit for startups will connect innovative teams from around the globe, sparking cross-industry collaboration and revitalizing AI technology with fresh energy.

Games Consultant Predicts H2Y24 Launch for PlayStation 5 Pro

Serkan Toto, CEO of Tokyo-based games consultancy Kantan Games was interviewed by CNBC earlier this week—he was invited on-air to provide expert commentary on Sony's freshly revised sales and revenue forecast for PlayStation 5 products. He believes that great forward momentum is best achieved with refreshed hardware, and a well timed launch coinciding with the release of AAA/blockbuster games titles. Last autumn's rollout of slimmer PlayStation 5 consoles was not particularly exciting—with no major bump up in specs or attractive pricing. The development of an inevitable "Pro" variant has circulated around rumor mills for more than a year.

Sony Computer Entertainment (SCE) and AMD are believed to co-operating on a very potent hardware redesign—reports from late last year posited that a semi-custom "Viola" SoC is in the pipeline. A more expensive RDNA 3-upgraded refresh could attract an additional segment of hardcore gamers, but another industry analyst reckons that Sony is unlikely to implement a standard model price cut later this year (based on past trends). George Jijiashvili, senior principal analyst at Omdia, stated: "A scenario where Sony launches a PS5 Pro, but still experiences declining year-on-year hardware sales is very much within the realms of possibility." Serkan Toto (of Kantan Games consultancy) expressed a more optimistic view: "There seems to be a broad consensus in the game industry that Sony is indeed preparing a launch of a PS5 Pro in the second half of 2024...And Sony will want to make sure to have a great piece of hardware ready when GTA VI hits in 2025, a launch that will be a shot in the arm for the entire gaming industry."

Samsung Bags 2 nm Wafer Order from Japanese AI Chip Startup

Samsung Electronics foundry has reportedly bagged a mass production order for its cutting edge 2 nm EUV foundry node from Japanese AI chip startup PFN (Preferred Networks). This is reportedly the first major third party order for the 2 nm node. Founded in 2014, PFN specializes in AI and IoT chips, and spun off from Preferred Infrastructure. Samsung's 2 nm node, called the SF2, is on track for delivery of mass produced chips in 2025, which means much of 2024 will be spent on testing, validation, and risk production, with the node expected to go live toward the end of the year. Samsung SF2 is being designed to offer 25% higher power efficiency (at iso-clocks), and 12% increase in performance, over SF3 (3 nm EUV FinFET). In the semiconductor fabrication market, Samsung SF2 competes against TSMC N2 and Intel 20A.

Insiders Propose mid-March Launch of Intel Core i9-14900KS Limited Edition CPU

Intel's 14th Generation "Raptor Lake Refresh" processor series debuted in "enthusiast" SKU form last October—Team Blue's official product unveiling was less than surprising, since multiple SKUs and specifications had been leaked throughout mid-to-late 2023. The true top-of-the-pile Intel Core i9-14900KS SKU was first linked to a possible announcement at January's CES trade show, but did not appear in any of last year's leaked product lists. Team Blue proceeded to introduce its 14th Gen "mainstream" 65 W SKUs to the crowd in Las Vegas, but the leaked Core i9-14900KS model did not pop up, contrary to tipster claims—Intel had a history of presenting "KS" variants during January showcases.

Industry experts reckon that the current Raptor Lake Refresh flagship—Core i9 14900K—is getting some extra time in the spotlight, before its inevitable dethroning courtesy of a "Special Edition" sibling. BenchLife has reached out to its cadre of insiders, following yesterday's reports of a "gargantuan 409 W maximum package power draw." The alleged top dog 14th Gen Core part is perhaps only a month away from launch, as leaked by industry moles: "According to our reliable sources, Intel plans to launch the Intel Core i9 in mid-March 2024. 14900KS is a limited edition processor with a clock speed of 6.2 GHz, but we cannot confirm whether it will be sold to a specific system vendor or a specific channel."

Nintendo Switch 2 Could Retain Backward Compatibility with The First-Gen Console

Reports are circulating online that Nintendo's upcoming successor to the Switch console, tentatively referred to as the "Switch 2," will offer backward compatibility for physical game cards and digital purchases from the current Switch library. While Nintendo has yet to officially announce the new console, speculation points to a potential reveal as early as next month for a 2024 launch. The backward compatibility claims first surfaced last year when Nintendo America President Doug Bowser hinted at supporting continuity between console generations to minimize the sales decline when transitioning hardware. New momentum behind the rumors comes from gaming industry insiders Felipe Lima and PH Brazil, who, during recent podcasts, stated the Switch 2 has backward compatibility functionality already being shared with game developers.

Well-known gaming leakers "NateTheHate" and others have corroborated that testing is underway for playing current Switch games on new hardware. If true, this backward compatibility would be a consumer-friendly move that breaks from Nintendo's past tendencies of forcing clean breaks between console ecosystems. While details remain unconfirmed by Nintendo, multiple credible sources point to the upcoming Switch successor allowing gamers to carry forward both their physical and digital libraries to continue enjoying this generation's releases. If the compatibility remains, the hardware platform could stay in the playing field of the same vendor—NVIDIA—who provided Nintendo with Tegra X1 SoC. The updated version of the SoC could use a fork of NVIDIA's Orin platform based on Ampere GPU with DLSS, but official details are yet to be seen.

IDC Forecasts Artificial Intelligence PCs to Account for Nearly 60% of All PC Shipments by 2027

A new forecast from International Data Corporation (IDC) shows shipments of artificial intelligence (AI) PCs - personal computers with specific system-on-a-chip (SoC) capabilities designed to run generative AI tasks locally - growing from nearly 50 million units in 2024 to more than 167 million in 2027. By the end of the forecast, IDC expects AI PCs will represent nearly 60% of all PC shipments worldwide.

"As we enter a new year, the hype around generative AI has reached a fever pitch, and the PC industry is running fast to capitalize on the expected benefits of bringing AI capabilities down from the cloud to the client," said Tom Mainelli, group vice president, Devices and Consumer Research. "Promises around enhanced user productivity via faster performance, plus lower inferencing costs, and the benefit of on-device privacy and security, have driven strong IT decision-maker interest in AI PCs. In 2024, we'll see AI PC shipments begin to ramp, and over the next few years, we expect the technology to move from niche to a majority."

SMIC Concerned About Financial Performance in 2024

Semiconductor Manufacturing International Corporation (SMIC) posted better than expected fourth quarter 2023 financial tallies, but issued a warning with a downward revisement of near future gross margin expectations. According to DigiTimes Asia and TrendForce, China's leading pure-play semiconductor foundry has experienced an overall decline in net profit due to various cited factors including: "the industry downturn, weak market demand, high industry inventory, and fierce competition among peers, all contributing to reduced capacity utilization and decreased wafer shipment for the group." The DigiTimes report focuses mainly on a significant SMIC shares plunge—stock prices are reported to have dropped by ~20% in early 2024, indicating a loss of confidence in the foundry's prospects.

TrendForce laid out the financial nitty gritty: "SMIC International saw a revenue increase of over 3.5% to more than USD 1.678 billion, marking the only quarter of revenue growth last year. Net profit plummeted by 54.7% to nearly USD 175 million. The gross margin of 16.4% was almost halved compared to the same period in 2022 and experienced a significant decline from the previous three quarters, reaching its lowest point of the year. In the full year of 2023, SMIC International experienced a revenue decline of over 13% to USD 6.3 billion, with a net profit decrease of 50.4% to USD 900 million. The gross margin was approximately halved to 19.3%." Many industry watchdogs believed that SMIC was in a comfortable position, thanks to an uptick in demand for natively developed AI GPUs—their flagship Shanghai plants are reportedly churning out 7 nm wafers for Huawei's Ascend 910B model. Insiders also claim that high profile smartphone clients are pushing for 5 nm production lines—a significant challenge for the foundry's existing collection of (less than cutting-edge) equipment.

Nintendo Switch Passes 139 Million Units Sold, Still a Top Priority in 2024 Says CEO

Nintendo has published its quarterly financial results for the period ending March 31 (2024)—the numbers indicate that their trusty Switch hybrid console has continued to sell surprisingly well, despite industry watchdogs anticipating a sharp decline in late 2023. A Bloomberg Japan report has extracted crucial information from an important corporate investor call—Shuntaro Furukawa, the current company president, announced another sales milestone. The Switch has reached 139.36 million units sold (as of 31st December 2023) since its original rollout back in March 2017—it has the potential to outsell Sony's classic PlayStation 2 home console. Nintendo's CEO adhered to his company's strict script and did not address the big red elephant in the (conference) room—the highly anticipated Switch successor is an industry open secret—instead focusing on the current iteration being their "main business" going into FY2024-2025.

Despite recent "better than expected" financial figures, the Nintendo Switch is on a sales decline (going back several years)—the gaming community expected improved hardware to arrive at some point before 2024, but the House of Mario is in no rush to take on current generation Sony and Microsoft home console models. Furukawa-san stated that Nintendo will discuss its plans for the financial future during a May earnings briefing—this is largely in line with past declarations, the "Switch 2" is not arriving before Spring 2024. The latest reports suggest that the next Nintendo Direct presentation is scheduled for next week—perhaps February 15. Microsoft's Phil Spencer has teased a major Xbox "business update" announcement within the same timeframe.

ASUS Named as One of Fortune's 2024 World's Most Admired Companies

On February 1, ASUS announced that it has been included in Fortune's list of the 2024 World's Most Admired Companies, the ninth time it has achieved this honor. ASUS was recognized for its extraordinary achievements in areas such as global competitiveness, social responsibility, product service quality, and more. "We are honored to be recognized by Fortune Magazine once again," said Jonney Shih, Chairman of ASUS. "The reputation we have achieved is testament to our Design Thinking approach and our commitment to leveraging collective wisdom to bring users seamless and joyful digital experiences."

ASUS continues to relentlessly pursue incredible technological innovation, maintaining global leadership in motherboards, computers, monitors, graphics cards, and routers. Through collaborations with strategic partners, ASUS has strengthened its presence in the gaming, commercial, and industrial markets. Fueled by artificial intelligence, ASUS has also rapidly advanced its AI applications, integrating cloud services, efficient computing power, and big-data platforms, as well as expanding into diverse fields such as smart healthcare, smart transportation, smart manufacturing, smart education, smart cloud, and smart retail. Leveraging its impressive suite of services, ASUS is firmly establishing itself as a comprehensive AI enterprise.

SK Hynix Targets HBM3E Launch This Year, HBM4 by 2026

SK Hynix has unveiled ambitious High Bandwidth Memory (HBM) roadmaps at SEMICON Korea 2024. Vice President Kim Chun-hwan announced plans to mass produce the cutting-edge HBM3E within the first half of 2024, touting 8-layer stack samples already supplied to clients. This iteration makes major strides towards fulfilling surging data bandwidth demands, offering 1.2 TB/s per stack and 7.2 TB/s in a 6-stack configuration. VP Kim Chun-hwan cites the rapid emergence of generative AI, forecasted for 35% CAGR, as a key driver. He warns that "fierce survival competition" lies ahead across the semiconductor industry amidst rising customer expectations. With limits approaching on conventional process node shrinks, attention is shifting to next-generation memory architectures and materials to unleash performance.

SK Hynix has already initiated HBM4 development for sampling in 2025 and mass production the following year. According to Micron, HBM4 will leverage a wider 2048-bit interface compared to previous HBM generations to increase per-stack theoretical peak memory bandwidth to over 1.5 TB/s. To achieve these high bandwidths while maintaining reasonable power consumption, HBM4 is targeting a data transfer rate of around 6 GT/s. The wider interface and 6 GT/s speeds allow HBM4 to push bandwidth boundaries significantly compared to prior HBM versions, fueling the need for high-performance computing and AI workloads. But power efficiency is carefully balanced by avoiding impractically high transfer rates. Additionally, Samsung is aligned on a similar 2025/2026 timeline. Beyond pushing bandwidth boundaries, custom HBM solutions will become increasingly crucial. Samsung executive Jaejune Kim reveals that over half its HBM volume already comprises specialized products. Further tailoring HBM4 to individual client needs through logic integration presents an opportunity to cement leadership. As AI workloads evolve at breakneck speeds, memory innovation must keep pace. With HBM3E prepping for launch and HBM4 in the plan, SK Hynix and Samsung are gearing up for the challenges ahead.

"Metro Awakening" VR Announced During State of Play Event

Hi everyone, I'm Samar, Associate Game Director at Vertigo Games. We couldn't be more excited to reveal our next project, Metro Awakening, during today's State of Play. We're proud to say that, with the support of Deep Silver, for the last two and a half years we've been working to bring the post-apocalyptic world of Metro to PS VR2, Meta Quest 2+3 and Steam VR 2024. The best video games take us out of our world by putting us in the boots of someone else. They let us experience that world through their eyes. The Metro series continually strives to achieve this. Inspired by the internationally best-selling novels by Dmitry Glukhovsky, Metro 2033, Metro: Last Light, and Metro Exodus delivered immersive first-person experiences at release. These games put players in the heart of a desperate battle for survival after nuclear Armageddon. Metro Awakening is an all-new Metro game made exclusively for VR, and powered by the immersive features of PS VR2 and its Sense controllers.

It's an origins story, set before the events of Metro 2033, that both offers a whole new angle for Metro fans, and a fantastic starting point for seasoned VR players ready to put on the gas mask. Set in 2028, the all-new story is penned by series creator Dmitry Glukhovsky. You play as Serdar, a doctor searching for his wife amongst the claustrophobic, irradiated metro tunnels of post-apocalyptic Moscow. As Serdar ventures deeper into the Metro his courage and sanity will be tested by the supernatural forces he encounters, and will set in motion the events that lead to his spiritual awakening as something else entirely…

Age of Empires "New Year, New Age" Event Scheduled - February 23

It's a new year and a time to reset, reflect and think about what the next few months has in store. Here on the Age of Empires team, we've got a LOT lined up for 2024. Instead of trying to summarize it in a lengthy blog post, we decided to make a show of it! We're excited to announce the "New Year, New Age" livestream on February 23rd at 10:00 am PT (1:00 pm ET / 18:00 UTC).

With so much to come in 2024, we want to show our players around the world what to expect from the Age of Empires franchise this year. We'll be revealing more information on some of our most anticipated titles for 2024 - so expect to see a sneak peek of Age of Mythology: Retold and a first look at Age of Empires Mobile. If you're eager to know what's next for our games already in your library, don't worry, we'll have updates for those titles too.

Bungie Announces Destiny 2 x BioWare Crossover, Normandy Crew Landing February 13

Bungie has announced its new collaboration with EA and BioWare to allow Guardians to join the crew of the Normandy with new cosmetics and in-game items, launching February 13, 2024. The Normandy Crew Bundle will be available at the Eververse store in-game and will include a Commander Shepard-inspired N7 armor set for Titans, a Garrus-inspired Vakarian set for Hunters, and a Liara-inspired Shadow Broker set for Warlocks. In celebration of the partnership, all players will be able to claim the Alliance Requisitions Bundle, including the Enhanced Defense Ghost Shell, Alliance Scout Frigate ship, and Alliance Drop Ship Sparrow, which will be available at no cost. Players can also get the Omni Strike finisher and Flux Dance emote for Silver.

Now released in Destiny 2, Riven's Wishes are new weekly quests open to all players from January 30 until March 12. During this period, Guardians will be tasked with completing a pursuit each week to earn a token redeemable for a treasure trove of rewards. Choose from the Wish for Strength to earn Last Wish raid Deepsight weapons, Wish for Protection to armor up with Exotic gear from the Lightfall year, or Wish for Beauty to collect event mementos and essential Ascendant crafting materials.
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