According to the latest Canalys forecasts, worldwide PC shipments are on the verge of recovery following seven consecutive quarters of decline. The market is expected to return to growth of 5% in Q4 2023, boosted by a strong holiday season and an improving macroeconomic environment. Looking ahead, full-year 2024 shipments are forecast to hit 267 million units, landing 8% higher than in 2023, helped by tailwinds including the Windows refresh cycle and emergence of AI-capable and Arm-based devices.

"The global PC market is on a recovery path and set to return to 2019 shipment levels by next year," said Canalys Analyst Ben Yeh. "The impact of AI on the PC industry will be profound, with leading players across OEMs, processor manufacturers, and operating system providers focused on delivering new AI-capable models in 2024. These initiatives will bolster refresh demand, particularly in the commercial sector. The total shipment share of AI-capable PCs is expected to be about 19% in 2024. This accounts for all M-series Mac products alongside the nascent offerings expected in the Windows ecosystem. However, as more compelling use-cases emerge and AI functionality becomes an expected feature, Canalys anticipates a fast ramp up in the development and adoption of AI-capable PCs."

International Data Corporation (IDC) has upgraded its Semiconductor Market Outlook by calling a bottom and return to growth that accelerates next year. IDC raised its September 2023 revenue outlook from $518.8 billion to $526.5 billion in a new forecast. Revenue expectations for 2024 were also raised from $625.9 billion to $632.8 billion as IDC believes the U.S. market will remain resilient from a demand standpoint and China will begin recovering by the second half of 2024 (2H24).

IDC sees better semiconductor growth visibility as the long inventory correction subsides in two of the largest market segments: PCs and smartphones. Automotive and Industrials elevated inventory levels are expected to return to normal levels in 2H24 as electrification continues to drive semiconductor content over the next decade. Technology and large flagship product introductions will drive more semiconductor content and value across market segments in 2024 through 2026, including the introduction of AI PCs and AI Smartphones next year and a much-needed improvement in memory ASPs and DRAM bit volume.

Good evening Kindred, today we shared some very exciting news on our Vampire: The Masquerade - Bloodlines 2 news stream! We were joined by Sean Greaney (EVP of Darkness) and Ian Thomas (Narrative Director at TCR), who discussed some of the game's features relating to both narrative and roleplaying. In case you missed it, you can find it below. In the stream, we were introduced to the protagonist of Vampire: The Masquerade - Bloodlines 2; Phyre, an Elder vampire at odds with the voice in her head, who confronts Seattle's powerful elites at war over the City's fate.

Players choose Phyre's clan and gender and begin exploring a re-imagined Seattle filled with compelling characters while maneuvering through complex relationships. Choices and conversations (even outfits!) shape how the environment and characters react to Phyre, changing how the story unfolds.

Jung-Bae Lee, President and Head of Memory Business of Samsung Electronics, the world's largest NAND memory supplier, has noted in the blog post that Samsung plans to develop its 9th Generation V-NAND memory with over 300 layers, aiming for mass production in 2024. Samsung's V-NAND uses a double-stack structure and is expected to have more active layers than its competitors' 3D NAND memory, such as SK Hynix's forthcoming 321-layer memory. The increase in layers allows Samsung to enhance storage density and performance in its future 3D NAND devices, focusing on input/output (I/O) speed. While the specific performance details of Samsung's 9th Generation V-NAND remain undisclosed, the memory is expected to be used in next-generation PCIe SSDs with the PCIe 5.0 standard.

Jung-Bae Lee has noted: "New structural and material innovations will be critical in the upcoming era of sub-10-nanometer (nm) DRAM and 1,000-layer vertical V-NAND. As such, we are developing 3D stacked structures and new materials for DRAM while increasing layer count, decreasing height, and minimizing cell interference for V-NAND." The 9th installment of V-NAND, scheduled for 2024, is utilizing 11 nm-class DRAM. Additionally, the blog post reassures the commitment to CXL Memory Modules (CMM), which will enable the composable infrastructure of next-generation systems, especially with high-capacity SSDs powered by V-NAND.

Paradox Interactive (Paradox) and Harebrained Schemes (HBS)—developers of the Shadowrun trilogy, BATTLETECH and The Lamplighters League—have decided to part ways on 1 January 2024. The separation is the result of a mutual agreement, stemming from each party's strategic and creative priorities. Paradox will retain ownership of The Lamplighters League and other games developed by the studio. HBS will seek new publishing, partnership, and investment opportunities.

"Paradox has refocused its strategy towards its core niches within strategy and management games with endless qualities," said Charlotta Nilsson, COO of Paradox. "We and HBS' leadership have been discussing what would happen after the release of The Lamplighters League, but a new project or sequel in the same genre was not in line with our portfolio plans. Hence, we believe that a separation would be the best way forward. We're very happy that this talented, gifted studio has the chance to continue and can't wait to see what they will make next."

The downward spiral for PC shipments continued during the third quarter of 2023 (3Q23) as global volumes declined 7.6% year over year with 68.2 million PCs shipped, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Though demand and the global economy remain subdued, PC shipments have increased in each of the last two quarters, slowing the rate of annual decline and indicating that the market has moved past the bottom of the trough.

PC inventory has also become leaner in the past few months and is near healthy levels in most channels. However, downward pressure on pricing persists and will likely remain an issue within the consumer and business sectors. While most of the top 5 vendors experienced double-digit declines during the quarter, Apple's outsized decline was the result of unfavorable year-over-year comparisons as the company recovered from a COVID-related halt in production during 3Q22. Meanwhile, HP's growth was largely due to the normalizing of inventory.

TrendForce reports that the second quarter revealed notebook inventory channels displaying healthy levels. Both North America and Asia-Pacific regions are demonstrating a healthy appetite for mid and low-tier consumer models. This isn't just a race to restock; it's a strategic move to gear up for the anticipated back-to-school wave in the third quarter. And here's the zinger—just as Google prepped to roll out its licensing fees, Chromebook shipments hit a peak. This surge propelled Q2 notebook shipments to 42.52 million units, marking a 21.6% quarterly leap. However, a look at the overall picture reveals a total of 77.5 million units shipped in the first half of the year—down 23.5% YoY.

TrendForce further points out that for 2H23, growth momentum is anchored in the purchasing power of end consumers. However, with the economic outlook of the two major notebook markets—the US and Europe—shrouded in uncertainty, the typical seasonal purchasing demand is muted. What's more, some of this demand was already met in Q2. As a result, Q3 notebook shipments are forecast to witness a moderate growth of 3.8%, tallying up to 44.13 million units. Annual notebook shipments are projected to hit 163 million units, marking a YoY decline of 12.2%.

Today, Google announced its next generation of Chromebook devices, called the Chromebook Plus, said to improve upon the legacy set by Chromebooks over a decade ago. Starting at an enticing price point of $399, this new breed of Chromebooks integrates powerful AI capabilities and a range of built-in Google apps. Notably, it features tools like the Google Photos Magic Eraser and web-based Adobe Photoshop, positioning itself as a dynamic tool for productivity and creative exploration. In collaboration with hardware manufacturers such as Acer, ASUS, HP, and Lenovo, Google is launching a lineup of eight Chromebook Plus devices on the launch date, with more possibly coming in the future.

Each model boasts improved hardware configurations over the regular Chromebook, including processors like the Intel Core i3 12th Gen or the AMD Ryzen 3 7000 series, a minimum of 8 GB RAM, and 128 GB storage. Users are also in for a visual treat with a 1080p IPS display, ensuring crisp visuals for entertainment and work. And for the modern remote workforce, video conferencing gets a substantial upgrade. Every Chromebook Plus comes equipped with a 1080p camera and utilizes AI enhancements to elevate video call clarity, with compatibility spanning various platforms, including Google Meet, Zoom, and Microsoft Teams. Set to be available from October 8, 2023, in the US and October 9 in Canada and Europe, the Chromebook Plus is positioning itself as the go-to device for many users. On the other hand, the AI features are slated for arrival in 2024, when companies ensure their software is compatible.Below you can see the upcoming models.

The latest Canalys data reveals that PC shipments (desktops, notebooks and workstations) in the US declined just 6% year-on-year to 18.2 million units in Q2 2023, marking a significant improvement compared to earlier quarters this year. Notebook (including mobile workstations) shipments were down 4% to 15.2 million units, bolstered by the return of Chromebook demand in the education sector. Desktops (including desktop workstations) suffered a steeper decline, with shipments falling 12% to 3.0 million units. The US tablet market faced a similarly modest decline, with shipments down 5% to 10.3 million units.

"Despite undergoing another year-on-year decline, the US PC market showed promising signs of improvement in the second quarter," said Ishan Dutt, Principal Analyst at Canalys. "With the buildup of channel inventories now largely cleared, pockets of demand strength are now being reflected in vendors' sell-in shipment performance. A key area that helped drive volumes was the return of demand from education institutions, backed by the latest wave of federal funding, ahead of a licensing cost increase for ChromeOS. This helped propel Chromebook shipments to 4.7 million units, the highest level since peak deployments during the first half of 2021."

PC World's senior editor, Mark Hachman, managed to corner an important Team Blue staffer during this week's Innovation 2023 event, where Core Ultra "Meteor Lake" processors were presented in an official manner. This CPU family is set to arrive on December 14, but starting out only in mobile form—past leaks have yoyo-ed between rumored plans for desktop variants being alive or getting canned entirely. Michelle Johnston Holthaus—executive vice president and general manager of the Client Computing Group at Intel Corporation—confirmed to PC World in a video interview that Meteor Lake desktop SKUs are scheduled for launch next year. She elaborated on this slightly surprising declaration: "I want one processor family top to bottom for both segments, doesn't everybody?"

Exact details regarding release timings were not disclosed, but previous leaks have indicated that the rest of Intel's 14th Gen Core/Raptor Lake Refresh desktop lineup is due in early 2024—a product launch of 65 W TDP-rated SKUs could coincide with CES 2024. A "Meteor Lake-S" desktop CPU series is speculated to be placed mid-year, while the Arrow Lake generation is believed to be slated for late 2024. Reports have suggested that Meteor Lake has been delayed numerous times due to developmental setbacks—a leaked presentation slide seemed to show MTL-S SKUs (on socket LGA1851) being limited to 35 and 65 W TDPs, thus restricting the range to Core i3 and i5 product lines. Intel's new naming scheme—for the Meteor Lake generation—will assign "Core Ultra 5" instead of "Core i5" if new models land in the "Premium" processor bracket. We are not entirely sure where the future equivalent to "Core i3" will stick in the lower-end hierarchy, but the revised naming system suggests that it will only exist within Intel's "Mainstream" tier—so just a plain "Core 3," without any mention of Ultra performance or feature set.

Tales of the Shire—a "The Lord of the Rings" game—has been teased by Private Division. The introductory trailer does not contain any gameplay footage, but it indicates that a "cozy" Hobbit-related living habitat will serve as the main environment. A live action sequence shows a character adding yet another drawing to a sketchbook filled to the brim with illustrations of Hobbit life and key Shire locales. Take Two Interactive's indie specialist offshoot will be publishing the game, while Wētā Workshop is listed as Tales of the Shire's main development studio. The latter is best known for creating special effects and props—most notably on the Peter Jackson directed The Lord of the Rings and Hobbit film trilogies.

Wētā Workshop's move into video games seems to be an odd one—but Take Two Interactive and its development partner did announce an unnamed The Lord of the Rings title last summer—Amie Wolken, head of interactive at Wētā Workshop stated (at the time): "It's a privilege to create a new game set in Middle-earth, especially one that's so different from what fans have played previously. As fans ourselves, we're excited for gamers to explore Middle-earth in a way they never have before, and introduce new fans to the magic of The Lord of the Rings." Private Division has set a very general 2024 launch window, with Tales of the Shire arriving on PC and consoles.

Total War: Pharaoh's release date via Epic Games Store has been delayed into early 2024, but its Steam launch time remains unchanged—it is still scheduled for October 11 (at the time of writing). It seems that Epic Games has added to the development team's pile of homework—Creative Assembly shared this information through its social media account(s): "We have moved the Epic Games Store release of Total War Pharaoh into early 2024. We were recently asked to help support the integration of additional social functions before we can launch on the Epic Games Store," it explains, "and we'll need additional time to help make that happen." Epic's listing simply states that Sega Europe's upcoming turn-based/strategy real-time tactics game will be "Coming Soon."

Customers with pre-orders already placed on the Epic Games Store should be issued notifications regarding automatic cancellations and refunds. Customer support team members will also get in contact regarding existing pre-release purchases. The Total War department apologized for any inconveniences caused, but affected folks are more than welcome to re-direct their cash to another shop: "We're disappointed too, and that we otherwise look forward to welcoming you into Ancient Egypt early next year. Otherwise our plans to launch Total War: Pharaoh on October 11th across all other storefronts remain unchanged, and we're excited to see you playing during our upcoming Early Access Weekend starting next Friday, September 29th."

Qualcomm Technologies, Inc. is ushering in a new era of home connectivity, and new opportunities for service providers, with the introduction of the Qualcomm 10G Fiber Gateway Platform and its signature feature, Qualcomm Service Defined Wi-Fi technology.

The overwhelming majority of subscribers experience their broadband service through Wi-Fi. In today's broadband systems, the access network from the service provider to the home and Wi-Fi within the home are managed separately - with a quality of service which is nearly impossible to maintain across the entire network, given the diversity of devices, applications, connectivity technologies, and the near-constant change across all these elements.

Sure, 2023 ain't over yet...but 2024 isn't that far away, and we wanted to share the official Steam events planned for the first few months of next year so you can choose in which events you'd like to participate and plan your promotional activities accordingly. In addition to a quick refresher on Steam events, the events schedule for the first quarter of 2024 is below—including links to documentation with additional details and eligibility criteria—and you can register and start entering discounts now.

For seasonal sales and themed sale events, simply visit your Discount Management page in Steamworks, where you can see upcoming events and which of your games are eligible for each. For Steam Next Fest, visit the registration URL in the event-specific documentation linked below. Not ready to register? Not to worry: we'll send registration invitation emails to the developers of eligible titles about two months prior to each themed sale event and five months prior to each Steam Next Fest.

Microsoft Gaming's chief, Phil Spencer, has issued a public-facing response to the recent leak of potential upcoming Xbox products (2024 to 2028): "We've seen the conversation around old emails and documents. It is hard to see our team's work shared in this way because so much has changed and there's so much to be excited about right now, and in the future. We will share the real plans when we are ready." The information dump (in part) consisted of presentation material prepared for (internal) April 2022 meetings, so it is possible that the Xbox division has changed direction in the meantime. Spencer was also involved in an August 2020 discussion with Microsoft marketing executives, regarding a possible buyout of Nintendo—according to leaked FTC legal case material. It should be noted that Microsoft has made attempts to acquire Nintendo in the past—but their approaches were "laughed off."

The Verge has managed to obtain an email distributed to Microsoft employees, as sent out by an embattled Spencer—he reiterates his public messaging of "real plans" in the company memo: "I know this is disappointing, even if many of the documents are well over a year old and our plans have evolved...We all put incredible amounts of passion and energy into our work, and this is never how we want that hard work to be shared with the community. That said, there's so much more to be excited about, and when we're ready, we'll share the real plans with our players."

According to TechNews.tw, TSMC could postpone its 2 nm semiconductor manufacturing node for 2026. If the rumors about TSMC's delayed 2 nm production schedule are accurate, the implications could reverberate throughout the semiconductor industry. TSMC's alleged hesitancy could be driven by multiple factors, including the architectural shift from FinFET to Gate-All-Around (GAA) and potential challenges related to scaling down to 2 nm. The company is a crucial player in this space, and a delay could offer opportunities for competitors like Samsung, which has already transitioned to GAA transistor architecture for its 3 nm chips. Given the massive demand for advanced nodes due to the rise of AI, IoT, and other next-gen technologies, it is surprising to hear "sluggish" demand reports.

However, it's also possible that it's too early for customers to make firm commitments for 2025 and beyond. TSMC has dismissed these rumors, stating that construction is progressing according to plan, which includes having 2 nm pilot run in 2024, and mass production in the second half of 2025.. Despite this, any delay in TSMC's roadmap could serve as a catalyst for shifts in market dynamics. Companies that rely heavily on TSMC's advanced nodes might need to reassess their timelines and strategies. Moreover, if Samsung can capitalize on this opportunity, it could somewhat level the playing field. As of now, though, it's essential to approach these rumors with caution until more concrete information becomes available.

A hefty information dump—originating from documents relating to a Microsoft vs. FTC legal case—has revealed plans (dated April 2022) for an upcoming refresh of current generation Xbox Series X and S consoles. Microsoft Gaming's head honcho, Phil Spencer, dismissed the need for a mid-gen refresh of the more powerful model—his summertime 2023 declaration came after the rumor mill coughed up speculative details of Sony working on a more potent PlayStation 5. The leaked roadmap and slides points to a refreshed Xbox Series X console lined up for launch in October 2024. The new cylindrical design is codenamed "Brooklin" and features an all-digital entertainment scheme—internal upgrades include a 2 TB SSD, plus support for Wi-Fi 6E and Bluetooth 5.2. An "improved sustainability story" suggests that the refresh will consume less power.

A 6 nm die shrink of the current Xbox Series X "Scarlett" APU with Zen 2/RDNA2 setup is reportedly in the cards. It seems that Microsoft is not preparing something that could compete with a theoretical "PlayStation 5 Pro." The leaked roadmap states that Brooklin's projected MSRP is $499—so no price hike over the original. The refreshed Xbox Series S—codenamed "Ellewood"—retains the existing Series S aesthetic, along with its entry-level $299 price tag. Microsoft's roadmap has it launching earlier than "Brooklin"—August 2024. Internal storage is set at 1 TB, and an updated southbridge grants support for Wi-Fi 6E and Bluetooth 5.2. A low-power standby mode is said to consume only 20% of the current gen model's sleepy intake. The 2022 roadmap also mentions a refreshed "Sebile" Xbox controller, with the aim to get it launched by May 2024, so several months before the projected arrival of revised X and S consoles.

Intel today updated its ARK listings with two new networking chipsets: Wi-Fi 7 BE200 and Wi-Fi 7 BE202. The company unveiled IEEE 802.11be (Wi-Fi 7) specification-based chipsets despite the standard still needing final ratification. The Wi-Fi 7 standard promises data rates as high as 40 Gbit/s, with Intel's BE200 chipset using 2x2 TX/RX streams with 2.4 GHz, 5 GHz, and 6 GHz bands. However, as demonstrated by the adapter's maximum speed of 5 Gbit/s, real-world implementations might not initially reach the theoretical maximum speed. Various motherboards, like the upcoming Gigabyte Aorus Z790 Master X, are already planning to integrate this technology, showing that the industry is getting ready for a Wi-Fi 7 world.

What makes Wi-Fi 7 especially interesting is its raw speed and underlying technology designed to improve efficiency and capacity. Features like Multi-User Multiple-Input Multiple-Output (MU-MIMO) and Orthogonal Frequency-Division Multiple Access (OFDMA), which were introduced in Wi-Fi 6 and 6E, are mandatory in Wi-Fi 7. These technologies aim to optimize the overall performance of wireless networks, making them more suitable for bandwidth-intensive tasks like AR and VR. While full certification for Wi-Fi 7 is not expected until 2024, with widespread adoption to follow, the technology looks poised to become a significant aspect of our wireless future.

Unity is introducing some notable changes to its pricing and service offerings, slated to take effect on January 1, 2024. The new Unity Runtime Fee will be based on the number of game installs at the heart of these changes. This fee will apply every time an end user downloads a qualifying game. Unity believes this initial install-based fee allows creators to retain the financial benefits of ongoing player engagement, unlike a model based on revenue sharing. The company clarifies that the fee refers explicitly to the Unity Runtime, part of the Unity Engine that enables games to run on different devices. Additionally, these changes are not going to be not retroactive or perpetual. Instead, all fees will start counting on January 1, 2024. The fee will apply once for each new install and not an ongoing perpetual license royalty, like revenue share.

However, the new Unity Runtime Fee comes with specific thresholds for revenue and installs, designed to ensure that smaller creators are not adversely affected. For Unity Personal and Unity Plus, the fee applies only to games that have generated $200,000 or more in the last 12 months and have a minimum of 200,000 lifetime installs. For Unity Pro and Unity Enterprise, the fee kicks in for games that have made $1,000,000 or more in the last 12 months and have at least 1,000,000 lifetime installs. The table below shows which Unity accounts pay what fees, with costs ranging from $0.2 per install after the first 200,000 installs. After one million installs, each new install starts at $0.15 and $0.125 for Unity Pro and Unity Enterprise, respectively. As the game gains traction, install fees decay, as shown in the table below.Update 15:36 UTC: Unity issued a statement on company's Twitter/X account that promises changes in the couple of days.

Back when we first revealed Hades II at The Game Awards in 2022, we said to expect more information on our plans for Early Access sometime in 2023. It's time we shed some light on those plans! We now can confirm we're planning for Hades II to launch in Early Access in Q2 2024 on Steam and the Epic Games Store. We'll have more details on the exact date, pricing, and system requirements closer to that time.

Thank you for your patience as we gear up for this launch! You may be wondering, why can't we launch in Early Access, like, right now?! The game looked pretty far along in the first trailer! The reason is, Hades II will have at least as much content from day one in Early Access as the original game did back when it launched in Early Access on Steam. And, even though Early Access inherently means a game is not yet complete, we still want to do everything we can to make sure Hades II is worth your while as soon as you can play it in any capacity.

Piranha Games revealed MechWarrior 5: Clans today, a new stand alone MechWarrior game coming to PC, Xbox and PlayStation consoles next year. MechWarrior 5: Clans, while retaining the MechWarrior 5 designation, represents a transformative step forward in the MechWarrior 5 franchise. MechWarrior 5: Clans linear campaign will be an evolution of gameplay and storytelling in the MechWarrior series, experienced from the perspective of Clan Smoke Jaguar in the pivotal conflict known as the Clan Invasion starting in the year 3050.

MechWarrior 5: Clans follows Piranha's 2019 hit, MechWarrior 5: Mercenaries, which was a campaign-based, open ended, procedural experience, selling more than 1.5 million units with a current 9/10 Very Positive ranking on Steam from more than 7,500 user reviews.

According to the latest report from Nikkei, HP, the world's second-largest PC manufacturer after Lenovo, is making strategic shifts in its laptop production bases. In a move that reflects broader trends among tech giants, HP is collaborating with various Electronic Manufacturing Service (EMS) providers to move a significant part of its laptop production out of China to other countries such as Thailand, Mexico, and eventually Vietnam. For 2023 alone, the production outside of China is expected to range from a few million units up to 5 million, a noteworthy figure given HP's total global PC shipments of 55.2 million units. Commercial notebooks are slated for production in Mexico, catering to HP's primary market, North America, with consumer laptops made in Thailand. Additionally, a shift to Vietnam is on the horizon for 2024. Thailand's mature PC supplier ecosystem is anticipated to facilitate a smoother transition for HP.

HP's reconfiguration of manufacturing locations aligns with similar initiatives by other tech giants. Dell, for example, is also reducing its reliance on Chinese-made chips and aims to manufacture at least 20% of its laptops in Vietnam this year. Apple has likewise commenced MacBook production in the same country. Several factors are driving these relocations, with rising manufacturing costs in China, including labor recruitment challenges and increased labor costs, being key among them. Geopolitical tensions between the U.S. and China also weigh in on these decisions, especially since the U.S. is a crucial market for both HP and Dell. Despite the diversification, HP reaffirms its commitment to continue operations in China, particularly in Chongqing, a significant laptop production hub since 2008.

Silicon Motion's product manager, Liu Yaoren, has predicted that the first notebook models to feature PCIe 5.0 SSD storage will hit retail around late 2024. This information was disclosed during the company's key note presentation at 2023's Flash Memory Summit Conference and Exhibition, but only picked up on by media outlets in recent days. The American-Taiwanese company showcased their SM2508 controller on the showroom floor—this is advertised as their answer to Phison's E26. The upcoming Silicon Motion-designed controller "promises to deliver sequential read and write speeds of up to 14 GB/s. Random performance is rated at 2.5 million IOPS read and 2.4 million IOPS write." NAND flash speeds of up to 3600 MT/s provide some future proofing.

ITHome has reported on further technical details released by Huirong Technology/Silicon Motion—their flagship SM2508 IC also uses the more advanced TSMC 6 nm process technology, (and) has a built-in dual-core Cortex R8 processor." The memory controller's operational TDP is rated at around 3.5 W—the firm believes that their product shows the "ultimate potential of PCIe Gen 5 performance" with ultra-low power consumption, although no thermal figures were disclosed to attendees. MSI premiered its PCIe Gen 5 SSD compatible laptop series earlier this year, but aftermarket parts with sizable heatsinks are proving to be a tricky fit.

In response to persistent softening in demand, Samsung has taken a decisive step: a sweeping 50% production cut from September, with the focus mainly on processes under 128 layers. According to TrendForce's research, other suppliers are also expected to follow suit and increase their production cutbacks in the fourth quarter to accelerate inventory reduction. With this maneuver in play, Q4 NAND Flash average prices are projected to either hold firm or witness a mild surge, possibly in the ballpark of 0~5%.

Aligning with TrendForce's early-year forecasts, NAND Flash prices are poised to rally ahead of DRAM. With mounting losses for NAND Flash vendors and sales prices nearing production costs, suppliers are opting to amplify production cuts to help stabilize and potentially increase prices. Notably, NAND Flash Wafer contract prices kickstarted their revival in August. Given expanding production curtailments, there's optimism around the resurgence of customer stockpiling, further amplifying price dynamics in September. Yet, for this positive price trajectory to sail smoothly into 2024, a sustained curtailing in production and a robust rebound in enterprise SSD purchase orders are pivotal.

Intel's advanced packaging prowess demonstration took place this week—attendees were able to get an early-ish look at Team Blue's sixth Generation Xeon Scalable "Sapphire Rapids" processors. This multi-tile datacenter-oriented CPU family is projected to hit the market within the first half of 2024, but reports suggest that key enterprise clients have recently received evaluation samples. Coincidentally, renowned hardware leaker—Yuuki_AnS—has managed to source more information from industry insiders. This follows their complete blowout of more mainstream Raptor Lake Refresh desktop SKUs.

The leaked slide presents a bunch of evaluation sample "Granite Rapids-SP" XCC and "Sierra Forest" HCC SKUs. Intel has not officially published core counts for these upcoming "Avenue City" platform product lines. According to their official marketing blurb: "Intel Xeon processors with P-cores (Granite Rapids) are optimized to deliver the lowest total cost of ownership (TCO) for high-core performance-sensitive workloads and general-purpose compute workloads. Today, Xeon enables better AI performance than any other CPU, and Granite Rapids will further enhance AI performance. Built-in accelerators give an additional boost to targeted workloads for even greater performance and efficiency."