ASML has finally finished development of EUV (Extreme Ultra Violet) pellicles to be employed in manufacturing processes that use the most energetic frequency of visible light to etch semiconductors onto wafers. Pellicles have been used for decades in the industry, and they are basically ultra-thin membranes that protect photomasks during the etching process - impeding particles from depositing in the substrate, which could lead to defects at the wafer level for every subsequent patterning that is laid on top of the impurity. Manufacturers such as TSMC have deployed EUV-powered manufacturing processes, but they have had to toil with potentially lower yields and increased costs with wafer analysis so as to reduce chances of defects appearing.

It's been a long time coming for EUV-capable pellicles, because these have different requirements compared to their traditional, non-EUV counterparts. However, once they are available on the market, it's expected that all semiconductor manufacturers with bleeding-edge manufacturing processes integrate them into their production flows. These will allow for better yields, which in turn should reduce overall pricing for the manufacturing processes. As an example, these EUV masks could be deployed on TSMC's 7 nm, 6 nm, 5 nm, and so on and so on. Other players other than ASML are also finishing their pellicle design, so the industry will have multiple options to integrate into their processes.

TUL Corporation, a leading and innovative manufacturer of AMD graphics cards since 1997, today announced the new PowerColor AMD Radeon RX 6700 XT graphics card. Powered by the groundbreaking AMD RDNA 2 gaming architecture and featuring AMD Infinity Cache, AMD Smart Access Memory and other advanced technologies, the new graphics card delivers the ultimate in 1440p gaming performance.

The PowerColor AMD Radeon RX 6700 XT graphics card is built upon 7 nm process technology and AMD RDNA 2 gaming architecture, designed to deliver the optimal combination of performance and power efficiency. AMD RDNA 2 based graphics cards are optimized to deliver real-time lighting, shadow and reflection realism with DirectX Raytracing (DXR). When paired with AMD FidelityFX, developers can combine rasterized and ray-traced effects to provide the ideal balance of image quality and gaming performance.

AMD today announced the Radeon RX 6700 XT, its fourth RX 6000 series graphics card based on the RDNA2 graphics architecture. The card debuts the new 7 nm "Navi 22" silicon, which is physically smaller than the "Navi 21" powering the RX 6800/RX 6900 series. The RX 6700 XT maxes out "Navi 22," featuring 40 RDNA2 compute units, amounting to 2,560 stream processors. These are run at a maximum Game Clock frequency of 2424 MHz, a significant clock speed uplift over the previous-gen. The card comes with 12 GB of GDDR6 memory across a 192-bit wide memory interface. The card uses 16 Gbps GDDR6 memory chips, so the memory bandwidth works out to 384 GB/s. The chip packs 96 MB of Infinity Cache on-die memory, which works to accelerate the memory sub-system. AMD is targeting a typical board power metric of 230 W. The power input configuration for the reference-design RX 6700 XT board is 8-pin + 6-pin.

AMD is marketing the RX 6700 XT as a predominantly 1440p gaming card, positioned a notch below the RX 6800. The company makes some staggering performance claims. Compared to the previous-generation the RX 6700 XT is shown beating the GeForce RTX 2080 Super. NVIDIA marketed the current-gen RTX 3060 Ti as having the same performance outlook. Things get interesting, where AMD shows that in select games, the RX 6700 XT can even beat the RTX 3070, a card NVIDIA marketed as matching its previous-gen flagship, the RTX 2080 Ti. AMD is pricing the Radeon RX 6700 XT at USD $479 (MSRP), which is very likely to be bovine defecation, given the prevailing market situation. The company announced a simultaneous launch of its reference-design and AIB custom-design boards, starting March 18, 2021.AMD's performance claims follow.

Demand in the global foundry market remains strong in 1Q21, according to TrendForce's latest investigations. As various end-products continue to generate high demand for chips, clients of foundries in turn stepped up their procurement activities, which subsequently led to a persistent shortage of production capacities across the foundry industry. TrendForce therefore expects foundries to continue posting strong financial performances in 1Q21, with a 20% YoY growth in the combined revenues of the top 10 foundries, while TSMC, Samsung, and UMC rank as the top three in terms of market share. However, the future reallocation of foundry capacities still remains to be seen, since the industry-wide effort to accelerate the production of automotive chips may indirectly impair the production and lead times of chips for consumer electronics and industrial applications.

TSMC has been maintaining a steady volume of wafer inputs at its 5 nm node, and these wafer inputs are projected to account for 20% of the company's revenue. On the other hand, owing to chip orders from AMD, Nvidia, Qualcomm, and MediaTek, demand for TSMC's 7 nm node is likewise strong and likely to account for 30% of TSMC's revenue, a slight increase from the previous quarter. On the whole, TSMC's revenue is expected to undergo a 25% increase YoY in 1Q21 and set a new high on the back of surging demand for 5G, HPC, and automotive applications.

AMD is expected to launch its Radeon RX 6700 XT performance-segment graphics card on March 18, 2021, according to French tech publication Cowcotland. This would put the launch over two weeks after NVIDIA's February 25 launch of the GeForce RTX 3060. The new RX 6700 series is expected to compete against the RTX 3060 series, and debuts the new 7 nm "Navi 22" silicon that's based on the RDNA2 architecture, and features 40 compute units (2,560 stream processors). The card comes with 12 GB of GDDR6 memory across a 192-bit wide memory bus, much like the RTX 3060. Cowcotland expects availability of the RX 6700 XT to be "very limited" at launch. Who knew?

Intel SVP for architecture, graphics, and software, Raja Koduri, tweeted the first picture of the Xe HPC scalar compute processor multi-chip module, with its large IHS off. It reveals two large main logic dies built on the 7 nm silicon fabrication process from a third-party foundry. The Xe HPC processor will be targeted at supercomputing and AI-ML applications, so the main logic dies are expected to be large arrays of execution units, spread across what appear to be eight clusters, surrounded by ancillary components such as memory controllers and interconnect PHYs.

There appear to be two kinds of on-package memory on the Xe HPC. The first kind is HBM stacks (from either the HBM2E or HBM3 generation), serving as the main high-speed memory; while the other is a mystery for now. This could either be another class of DRAM, serving a serial processing component on the main logic die; or a non-volatile memory, such as 3D XPoint or NAND flash (likely the former), providing fast persistent storage close to the main logic dies. There appear to be four HBM-class stacks per logic die (so 4096-bit per die and 8192-bit per package), and one die of this secondary memory per logic die.

Intel has today reported its Q4 2020 earnings disclosing full-year revenue with the current CEO Bob Swan, upcoming new CEO Pat Gelsinger, and Omar Ishrak, Chairman of Intel's board. During the call, company officials have talked about Intel's earnings and most importantly, addressing the current problems about the company's manufacturing part - semiconductor foundries. Incoming Intel CEO, Pat Gelsinger, has talked about the state of the 7 nm node, giving shareholders reassurance and a will to remain in such a position. He has made an argument that he has personally reviewed the progress of the "health and recovery of the 7 nm program."

The 7 nm node has been originally delayed by a full year amid the expectations, and as with the 10 nm node, we have believed that it is going to experience similar issues. However, the incoming CEO has reassured everyone that it is very much improving. The new 7 nm node is on track for 2023 delivery, when Intel is expected to compete with the 3 nm node of TSMC. Firstly, Intel will make a debut of the 7 nm node with client processors scheduled for 1H 2023 arrival, with data center models following that. The company leads have confirmed that Intel will stay true to its internal manufacturing, but have stressed that there will still be a need for some outsourcing to happen.

Chinese company Shanghai Tianshu Zhixin Semiconductor Co., Ltd., commonly known (at least in Asia) as Tianshu Zhixin, has announced the availability of their special-purpose GPGPU, affectionately referred to as Big Island (BI). The BI chip is the first fully domestic-designed solution for the market it caters to, and features close to the latest in semiconductor manufacturing, being built on a 7 nm process featuring 2.5D CoWoS (chip-on-wafer-on-substrate) packaging. The chip is built towards AI and HPC applications foremost, with applications in other industries such as education, medicine, and security. The manufacturing and packaging processes seem eerily similar to those available from Taiwanese TSMC.

Tianshu Zhixin started work on the BI chip as early as 2018, and has announced that the chip features support for most AI and HPC data processing formats, including FP32, FP16, BF16, INT32, INT16, and INT8 (this list is not exhaustive). The company says the chip offers twice the performance of existing mainstream products on the market, and emphasizes its price/performance ratio. The huge chip (it packs as many as 24 billion transistors) is being teased by the company as offering as much as 147 TFLOPs in FP126 workloads, compared to 77.97 TFLOPs in the NVIDIA A100 (54 billion transistors) and 184.6 TFLOPS from the AMD Radeon Instinct MI100 (estimated at 50 billion transistors).

At her 2021 International CES keynote address, AMD CEO Dr. Lisa Su announced the Ryzen 5000 series mobile processor family, which the company thinks has what it takes to beat Intel's 11th Gen Core "Tiger Lake" processor, possibly even its upcoming 8-core version. The Ryzen 5000 mobile processor is based on the new 7 nm "Cezanne" monolithic SoC die. This chip features an 8-core CPU based on the latest "Zen 3" microarchitecture, and its biggest change is the advent of the 8-core CCX, which means all eight cores on "Cezanne" share a common L3 cache.

AMD slides from the CES keynote confirm that the company has not only doubled the L3 cache amount compared to "Renoir," but also quadrupled the maximum addressable L3 cache per core. On "Renoir," the eight cores are split between two CCXs, each with 4 MB of L3 cache. "Cezanne" features a single 8-core CCX with 16 MB of it. The dedicated L2 cache amount remains at 512 KB per core. The "total cache" (L2+L3) adds up to 20 MB. For the 45-Watt Ryzen 5000 HX-series enthusiast mobile processors, the increased caches, coupled with improved IPC and higher clock speeds should be AMD's play against Intel's top H-segment mobile chips. AMD claims that the second-fastest Ryzen 9 5900HX beating Intel's fastest Core i9-10980HK by 13% in raw single-thread performance, 19% in game physics performance, and 35% in overall PassMark performance. The 5980HX should only end up faster.

Semiconductor manufacturing is not an easy feat to achieve. Especially if you are constantly chasing the smaller and smaller node. Intel knows this the best. The company has had a smooth transition from other nodes to the smaller ones until the 10 nm node came up. It has brought Intel years of additional delay and tons of cost improving the yields of a node that was seeming broken. Yesterday the company announced the new Tiger Lake-H processors for laptops that are built using the 10 nm process, however, we are questioning whatever Intel can keep up with the semiconductor industry and deliver the newest nodes on time, and with ease. During an interview with Intel's CEO Bob Swan, we can get a glimpse of Intel's plans for the future of semiconductors at the company.

In the interview, Mr. Swan has spoken about the technical side of Intel and how the company plans to utilize its Fabs. The first question everyone was wondering was about the state of 10 nm. The node is doing well as three Fabs are ramping up capacity every day, and more products are expected to arrive on that node. Mr. Swan has also talked about outsourcing chip production, to which he responded by outlining the advantage Intel has with its Fabs. He said that outsourcing is what is giving us shortages like AMD and NVIDIA experience, and Intel had much less problems. Additionally, Mr. Swan was asked about the feasibility of new node development. To that, he responded that there is a possibility that Intel could license its competitor's node and produce it in their Fabs.

AMD is expected to announce its upcoming EPYC lineup of processors for server applications based on the new Zen 3 architecture. Codenamed "Milan", AMD is continuing the use of Italian cities as codenames for its processors. Being based on the new Zen 3 core, Milan is expected to bring big improvements over the existing EPYC "Rome" design. Bringing a refined 7 nm+ process, the new EPYC Milan CPUs are going to feature better frequencies, which are getting paired with high core counts. If you are wondering how Zen 3 would look like in server configuration, look no further because we have the upcoming AMD EPYC 7543 32-core processor benchmarked in Geekbench 4 benchmark.

The new EPYC 7543 CPU is a 32 core, 64 thread design with a base clock of 2.8 GHz, and a boost frequency of 3.7 GHz. The caches on this CPU are big, and there is a total of 2048 KB (32 times 32 KB for instruction cache and 32 times 32 KB for data cache) of L1 cache, 16 MB of L2 cache, and as much as 256 MB of L3. In the GB4 test, a single-core test produced 6065 points, while the multi-core run resulted in 111379 points. If you are wondering how that fairs against something like top-end Intel Xeon Platinum 8280 Cascade Lake 28-core CPU, the new EPYC Milan 7543 CPU is capable of fighting two of them at the same time. In a single-core test, the Intel Xeon configuration scores 5048 points, showing that the new Milan CPU has 20% higher single-core performance, while the multi-core score of the dual Xeon setup is 117171 points, which is 5% faster than AMD CPU. The reason for the higher multi-core score is the sheer number of cores that a dual-CPU configuration offers (32 cores vs 56 cores).

AMD may be finding itself riding a new wave of success caused by its accomplishments with the Zen architecture, which in turn bolstered its available R&D for its graphics division and thus turned the entire AMD business on its head. However, success comes at a cost, particularly when you don't own your own fabs and have to vie for capacity with TSMC against its cadre of other clients. I imagine that currently, AMD's HQ has a direct system of levers and pulleys that manage its chip allocation with TSMC: pull this lever and increase number of 7 nm SOC for the next-generation consoles; another controls Ryzen 5000 series; and so on and so on. As we know, production capacity on TSMC's 7 nm is through the roof, and AMD is finding it hard to ship enough of its Zen 3 CPUs and RDNA2 graphics cards. The reported delay for the AMD RX 6700 series may well be a result of AMD overextending its product portfolio on the 7 nm process with foundry partner TSMC.

A report coming from Cowcotland now points towards a 1Q2021 release for AMD's high-performance RX 6700 series, which was initially poised to see the light of day in the current month of January. The RX 6700 series will ship with AMD's Navi 22 chip, which is estimated to be half of the full Navi 21 chip (which puts it at a top configuration of 2560 Stream Processors over 40 CUs). These cards are expected to ship with 12 GB of GDDR6 memory over a 192-bit memory bus. However, it seems that AMD may have delayed the launch for these graphics cards. One can imagine that this move from AMD happens so as to not further dilute the TSMC wafers coming out of the factory, limited as they are, between yet another chip. One which will undoubtedly have lower margins than the company's Zen 3 CPUs, EPYC CPUs, RX 6800 and RX 6900, and that doesn't have the same level of impact on its business relations as console-bound SoCs. Besides, it likely serves AMD best to put out enough of its currently-launched products' to sate demand (RX 6000 series, Ryzen 5000, cof cof) than to launch yet another product with likely too limited availability in relation to the existing demand.

Taiwan Semiconductor Manufacturing Company (TSMC), one of the largest semiconductor manufacturers in the world, is reportedly ending its volume discounts. The company is the maker of the currently smallest manufacturing nodes, like 7 nm and 5 nm. For its biggest customers, TSMC used to offer a discount - when you purchase 10s or 100s of thousands of 300 mm (12-inch) wafers per month, the company will give you a deal of a 3% price decrease per wafer, meaning that the customer is taking a higher margin off a product it sells. Many of the customers, like Apple, NVIDIA, and AMD, were a part of this deal.

Today, thanks to a report from the Taiwanese Central News Agency, TSMC is terminating this type of discount. Now, every customer will pay full price for the wafer, without any exceptions. For now, it is unclear what drove that decision at TSMC's headquarters, but the only thing that we could think is that the demand is too high to keep up with the discounts and the margins are possibly lower. What this means for consumers is a possible price increase in products that are manufactured at TSMC's facilities. The consumer market is already at a drought of new PC components like CPUs and GPUs due to high demand and scalping. This could contribute a bit to the issue, however, we do not expect it to be of any major significance.

AMD's launch of their top of the line RX 6900 XT graphics card seems that it will have even less availability than the company's high-end RX 6800 and RX 6800 XT graphics card. This isn't surprising; the RX 6900 XT is a 590 mm² beast of a GPU with all of its execution units enabled - that's a lot of die space to harvest without a single silicon fault, no matter how good TSMC's 7 nm manufacturing process really is. Stock will be scarce, and likely will be scarce throughout the lifetime of the product, especially with the clogged, unmet, existing demand for high performance GPUs from a world population that has turned to gaming as a solace in times of quarantine.

Digitec, the largest Swiss retailer (serving a population of 8.5 million people), is only receiving 35 RX 6900 XT graphics cards for launch. We don't know, of course, what exactly is the Swiss demand for high-performance graphics cards, but it being one of the world's wealthiest countries (when it comes to its population's average income) it's expected to be higher than other countries with comparable population but lower income. As a result, the retailer isn't even putting the cards up for sale as they normally would; instead, there's a sweepstakes of sorts where 35 random users that opt-in for the event will receive a code that allows them to purchase the graphics card for its retail price of $999. An interesting solution, albeit of course, it just signals the dimension of the cards' availability issues.

AMD announced Amazon Web Services, Inc. (AWS) has expanded its AMD-based offerings with a new cloud instance for Amazon Elastic Compute Cloud (Amazon EC2): Amazon EC2 G4ad instances for graphics-optimized workloads. With this new instance, AMD now powers eight Amazon EC2 instance families across 20 global AWS Regions. AMD also announced that Amazon GameLift, a fully managed dedicated game server hosting solution, is now providing its video game hosting customers access to AMD EPYC processor-based Amazon EC2 C5a, M5a and R5a instances.

"Today we build on the strong collaboration between AMD and AWS, which started in 2017. This expansion of our cooperation is a proof point of the continued performance and capabilities that AMD provides its customers," said Forrest Norrod, senior vice president and general manager, Data Center and Embedded Solutions Group, AMD. "Amazon EC2 G4ad instances are the first powered by both AMD EPYC CPUs and Radeon Pro GPUs, and adding to the existing EPYC processor-based instances, they exemplify the ways in which AMD CPUs and GPUs provide fantastic performance and price/performance for AWS customers."

"The high-performance capabilities of the AMD EPYC CPUs and Radeon Pro GPUs are enabling AWS to create a new graphics-focused instance that help us keep our leadership price/performance offerings that our customers expect," said David Brown, Vice President, Amazon EC2, Amazon Web Services, Inc. "We're delighted to continue this great collaboration with AMD, enabling the Amazon EC2 G4ad instances to provide the industry's best price performance for graphics-intensive applications."

The global leading motherboard manufacturer, ASRock, launched its AMD Radeon RX 6800 series graphics cards, including Taichi, Phantom Gaming, and the Challenger product series. From the high-end Radeon RX 6800 XT Taichi X 16G OC, the mid-level Radeon RX 6800 XT Phantom Gaming D 16G OC and Radeon RX 6800 Phantom Gaming D 16G OC, to the mainstream Radeon RX 6800 Challenger Pro 16G OC, the complete product line gives users the most variety of choices.

ASRock's AMD Radeon RX 6800 series graphics cards leverage 7 nm process technology and AMD RDNA 2 gaming architecture, and support the DirectX 12 Ultimate software standard and hardware-accelerated raytracing. The product line features 16 GB of 256-bit GDDR6 memory, and also supports the latest PCI Express 4.0 bus standard. It adopts ASRock's custom "Striped Axial Fan" and Polychrome SYNC ARGB LEDs, with outstanding pre-overclocked GPU clock settings and rich additional features. The performance of ASRock's AMD Radeon RX 6800 series graphics cards provide gamers with an excellent 4K gaming experience.

AMD today launched a new product in its high-performance Embedded processor family, the AMD Ryzen Embedded V2000 Series processor. Built on the innovative 7 nm process technology, "Zen 2" cores and high-performance AMD Radeon graphics, the AMD Ryzen Embedded V2000 Series provides a new class of performance with 7 nm technology, incredible power efficiency and continues to deliver enterprise-class security features for embedded customers.

The AMD Embedded Ryzen V2000 family is designed for embedded applications such as Thin Client, MiniPC and Edge systems. Equipped with up to eight CPU cores and seven GPU compute units, a single AMD Ryzen Embedded V2000 Series processor provides 2x the multi-threaded performance-per-watt, up to 30 percent better single-thread CPU performance and up to 40 percent better graphics performance over the previous generation. For customers and applications that need high-performance display capabilities, the Ryzen Embedded V2000 series can power up to four independent displays in 4K resolution.

MediaTek today unveiled its new Dimensity 700 5G smartphone chipset, a 7 nm SoC designed to bring advanced 5G capabilities and experiences to the mass market. The addition of the Dimensity 700 to MediaTek's Dimensity family of 5G chips gives device makers a full suite of options for 5G smartphone models - from flagship and premium to mid-range and mass market devices - making 5G more accessible for consumers everywhere.

"With our expanded Dimensity portfolio we're bringing the latest 5G capabilities to every smartphone tier so more people can enjoy 5G experiences," said Dr. JC Hsu, Corporate VP and GM of MediaTek's Wireless Communications Business Unit. "The Dimensity 700 has an impressive mix of 5G connectivity features, advanced camera capabilities like night shot enhancements and multiple voice assistant support, all in a super power-efficient design."

During its Q3 earnings call, Samsung Electronics has provided everyone with an update on its foundry and node production development. In the past year or so, Samsung's foundry has been a producer of a 7 nm LPP (Low Power Performance) node as its smallest node. That is now changed as Samsung has started the production of the 5 nm LPE (Low Power Early) semiconductor manufacturing node. In the past, we have reported that the company struggled with yields of its 5 nm process, however, that seems to be ironed out and now the node is in full production. To contribute to the statement that the new node is doing well, we also recently reported that Samsung will be the sole manufacturer of Qualcomm Snapdragon 875 5G SoC.

The new 5 nm semiconductor node is a marginal improvement over the past 7 nm node. It features a 10% performance improvement that is taking the same power and chip complexity or a 20% power reduction of the same processor clocks and design. When it comes to density, the company advertises the node with x1.33 times increase in transistor density compared to the previous node. The 5LPE node is manufactured using the Extreme Ultra-Violet (EUV) methodology and its FinFET transistors feature new characteristics like Smart Difusion Break isolation, flexible contact placement, and single-fin devices for low power applications. The node is design-rule compatible with the previous 7 nm LPP node, so the existing IP can be used and manufactured on this new process. That means that this is not a brand new process but rather an enhancement. First products are set to arrive with the next generation of smartphone SoCs, like the aforementioned Qualcomm Snapdragon 875.

Unlike NVIDIA, AMD still relies on its add-in board (AIB) partners to sell reference design (made by AMD) graphics cards, and Sapphire just announced its lineup. The company unveiled its reference-design Radeon RX 6800 XT and RX 6800 cards. The RX 6800 XT is characterized by its triple-slot cooling solution, while the RX 6800 makes do with a slimmer dual-slot one. Both cards are based on the 7 nm "Navi 21" silicon and feature 16 GB of 16 Gbps GDDR6 memory over a 256-bit wide memory interface, cushioned by 128 MB of on-die Infinity Cache.

The RX 6800 XT is configured with 72 out of 80 RDNA2 compute units on the "Navi 21" silicon, working out to 4,608 stream processors, 72 ray accelerators, 288 TMUs, and 128 ROPs. The engine clock of the RX 6800 XT boosts up to 2.25 GHz. The RX 6800, on the other hand, features 60 out of 80 RDNA2 compute units, which make up 3,840 stream processors, 60 ray accelerators, 240 TMUs, the same 128 ROPs, and the same memory subsystem as the RX 6800 XT. Given that these are reference cards, Sapphire could price them at AMD's baseline, with the RX 6800 XT going for $649, and the RX 6800 at $579.

Intel's chief architect and senior vice president of discrete graphics division, Mr. Raja Koduri, is said to be scheduled to present at Samsung Electronics Event day. With a presentation titled "1000X More Compute for AI by 2025", the event is called Samsung Foundry SAFE Forum. It is a global virtual conference designed to be available to everyone. So you might be wondering what is Mr. Koduri doing there. Unless you have been living under a rock, you know about Intel's struggles with node manufacturing. Specifically, the 10 nm node delays that show the company's efforts to deliver a node on time. The same is happening with the 7 nm node that also experienced significant delays.

Intel has a contract to develop an exascale supercomputer at Argonne National Laboratory, called Aurora. That supercomputer is using Intel's CPUs and the company's upcoming Xe GPUs. Since the company has problems with manufacturing and has to deliver the products (it is bound by several contracts) to its contractors and customers, it decided to look at external manufacturers for its products, specifically Xe graphics. Being that Mr. Koduri tweeted an image of him visiting Samsung Giheung Fab in Korea, and now presenting at the Samsung Foundry event, it is possible that Intel will tap Samsung's semiconductor manufacturing process for its Xe GPU efforts and that Samsung will be the contractor in charge.

AMD's Radeon RX 6000 series graphics cards, based on the RDNA2 graphics architecture, will see the introduction of the company's first DirectX 12 Ultimate graphics cards (featuring features such as real-time raytracing). A VideoCardz report sheds light on the specifications. The 7 nm "Navi 21" and "Navi 22" chips will power the top-end of the lineup. The flagship part is the Radeon RX 6900 XT, followed by the RX 6800 XT and RX 6800; which are all based on the "Navi 21." These are followed by the RX 6700 XT and RX 6700, which are based on the "Navi 22" silicon.

The "Navi 21" silicon physically features 80 RDNA2 compute units, working out to 5,120 stream processors. The RX 6900 XT maxes the chip out, enabling all 80 CUs, and is internally referred to as the "Navi 21 XTX." Besides these, the RX 6900 XT features 16 GB of GDDR6 memory across a 256-bit wide memory interface, and engine clocks boosting beyond 2.30 GHz. The next SKU in AMD's product stack is the RX 6800 XT (Navi 21 XT), featuring 72 out of 80 CUs, working out to 4,608 stream processors, the same 16 GB 256-bit GDDR6 memory configuration as the flagship, while its engine clocks go up to 2.25 GHz.

SMIC is taking immense strides in bridging the gap between China's in-house silicon manufacturing capability compared to the usual Taiwanese or US-based options. Despite its ties to the Chinese government, which led for a US blacklisting of the company amidst the current China-US trade-war, SMIC has definitely achieved a benchmark with its 7 nm tape-out. This was achieved after a number of funding rounds, some of them with the power of the Chinese state behind them. While the blacklisting definitely hurt the company, they still have access to ASML's semiconductor manufacturing equipment, so while the rope may be tight, it likely isn't suffocating.

The node's first production tape-out is for an ASIC (Application-Specific Integrated Circuit) design for Innosilicon, which specializes in cryptocurrency mining, purpose-built chips. SMIC states that the new N+1 process can offer up to 20% boosted performance at the same clocks and core complexity compared to their 12 nm designs, which is subpar compared to other player's "7 nm class nodes", such as GloFo's 12 LP+, Samsung's 8LPP and TSMC's N7 non-EUV nodes (TSMC, for instance, offered a 20% performance boost between the 10 nm and 7 nm nodes). SMIC's manufacturing looks better in other metrics, though: power requirements can be reduced by 57% at the same TDP and complexity, and the transistor density can be increased by up to 2.7 times, (the "up to" depends on specific semiconductor structures). This is SMIC is only targeting - for now - low-power and low-cost devices with the N+1 nodes.

A report straight from DigiTimes claims that NVIDIA is looking to upgrade their Ampere consumer GPUs from Samsung's 8 nm to TSMC's 7 nm. According to the source, the volume of this transition should be "very large", but most likely wouldn't reflect the entirety of Ampere's consumer-facing product stack. The report claims that TSMC has become more "friendly" to NVIDIA. This could be because TSMC now has available manufacturing capacity in 7 nm due to some of its clients moving to the company's 5 nm node, or simply because TSMC hadn't believed NVIDIA to consider Samsung as a viable foundry alternative - which it now does - and has thus lowered pricing.

There are various reasons being leveraged at this, none with substantial grounds other than "reported from industry sources". NVIDIA looking for better yields is one of the appointed reasons, as is its history as a TSMC customer. NVIDIA shouldn't have too high a cost porting its manufacturing to TSMC in terms of design changes to the silicon level so as to cater to different characteristics of TSMC's 7 nm, because the company's GA100 GPU (Ampere for the non-consumer market) is already manufactured at TSMC. The next part of this post is mere (relatively informed) speculation, so take that with a saltier disposition than what came before.

AMD is announcing its next-generation Ryzen 5000 series desktop processors in the Socket AM4 package. These 7 nm processors see the implementation of the company's new "Zen 3" microarchitecture, and are expected to push the performance envelope. AMD CEO Dr Lisa Su takes centerstage in a pre-recorded launch event stream which we are live-blogging. These are facts as they appear, along with our analysis.Update 16:01 UTC: Looks like this is a pre-recorded stream made to look live (a premiere).