Micron Technology, Inc. (Nasdaq: MU) today announced results for its second quarter of fiscal 2025, which ended February 27, 2025.

Fiscal Q2 2025 highlights

• Revenue of $8.05 billion versus $8.71 billion for the prior quarter and $5.82 billion for the same period last year
• GAAP net income of $1.58 billion, or $1.41 per diluted share
• Non-GAAP net income of $1.78 billion, or $1.56 per diluted share
• Operating cash flow of $3.94 billion versus $3.24 billion for the prior quarter and $1.22 billion for the same period last year

"Micron delivered fiscal Q2 EPS above guidance and data center revenue tripled from a year ago," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. "We are extending our technology leadership with the launch of our 1-gamma DRAM node. We expect record quarterly revenue in fiscal Q3, with DRAM and NAND demand growth in both data center and consumer-oriented markets, and we are on track for record revenue and significantly improved profitability in fiscal 2025."

Intel's 18A node, often referred to as Intel's silver lining, has just produced tangible result. In a LinkedIn post of Intel's engineering manager Pankaj Marria, we learn that Intel's 18A node is now being produced in initial wafer lots for testing and evaluation by Intel's customers. This means that Intel's 18A node PDK is officially in version 1.0, and customers are already using that PDK for testing of custom chips. "The Eagle has landed," noted the post, referring to the node development as a major milestone for a node developed and made in US. There were even posters with the same slogans being brought up, meaning that possible customers are also happy with inital test runs. With high-volume manufacturing slated for second half of 2025, we could even see 18A HVM going before initial targets.

Intel's leadership transition to CEO Lip-Bu Tan has overlapped with a recalibration of corporate messaging around the foundry business. Tan's internal communication explicitly frames Intel's strategy as a dual-track approach that maintains both product development and foundry services under unified corporate governance. This position counters speculation regarding potential foundry spinoff scenarios, though it doesn't categorically exclude future structural changes. Previous industry rumors had outlined potential joint venture configurations involving TSMC and major US semiconductor firms, including AMD, Broadcom, and NVIDIA, taking equity positions in a separate foundry entity. While such arrangements remain theoretically viable, Tan's emphasis on fab strategic importance aligns with predecessor Pat Gelsinger's manufacturing-centric vision, suggesting continuity in Intel's Foundry and Product model despite market pressure.

We're announcing changes at Niantic that will set us on a bold new course. Nearly a decade ago, we spun out as a small team from Google with a bold vision: to use technology to overlay the world with rich digital experiences. Our goal: to inspire people to explore their surroundings and foster real-world connections, especially at a time when relationships were becoming increasingly digital. To bring this mission and technology to life, we started building games; today, more than 100 million people play our games annually, with more than a billion friend connections made across the world.

People have discovered their neighborhoods, explored new places, and moved more than 30 billion miles. They've also come together at our live events - where everyone is a participant, not just a spectator—contributing over a billion dollars in economic impact in the cities that host them. As we grew, the company naturally evolved along two complementary paths - one focused on creating games and bringing them to the world, and the other dedicated to advancing augmented reality, artificial intelligence, and geospatial technology. Meanwhile, the rapid progress in AI reinforces our belief in the future of geospatial computing to unlock new possibilities for both consumer experiences and enterprise applications. At the same time, we remain committed to creating "forever games" that will last for generations.

At the time of crisis for Intel and uncertainty with foundry goals, Intel has appointed a semiconductor veteran as its new Chief Executive Officer (CEO)—Lip-Bu Tan. In a letter to Intel employees, Lip-Bu Tan has quietly addressed Intel Foundry spinoff rumors, saying that his commitment as a CEO is to "restore Intel's position as a world-class products company, establish ourselves as a world-class foundry and delight our customers like never before." Hence, the foundry spinoff rumors are now not so certain. Previous industry rumors suggested that Intel may very well spin off its fabs entirely or get it in a joint venture that would see TSMC and US companies like AMD, Broadcom, and NVIDIA get a part of the say. That is still a possibility. However, Intel's new CEO understands the strategic importance of Intel's fabs, just like the previous CEO, Pat Gelsinger.

Intel moves a lot of volume with its products, most of that thanks to its internal manufacturing capacity. Without it, Intel would be forced to go to external fabs like Samsung and TSMC and deal with additional complexity, lead times, etc. With the 18A node, Intel plans to use it for its products and offer it to external customers. Some features like backside power delivery using PowerVia and RibbonFET are standout aspects that make its 18A node PDK much more attractive on paper than solutions from TSMC and Samsung. Keeping that technology and manufacturing ability inside Intel is strategically vital for both Intel and US-based advanced silicon manufacturing. The foundry has been burning a lot of cash, 13.4 billion in 2024 alone, but Intel expects it to be net positive by the end of 2027. After that, Intel's products and external customers should be keeping Intel's fab busy with enough revenue to offset losses in the coming years.

Intel Corporation today announced that its board of directors has appointed Lip-Bu Tan, an accomplished technology leader with deep semiconductor industry experience, as chief executive officer, effective March 18. He succeeds Interim Co-CEOs David Zinsner and Michelle (MJ) Johnston Holthaus. Tan will also rejoin the Intel board of directors after stepping down from the board in August 2024. Zinsner will remain executive vice president and chief financial officer, and Johnston Holthaus will remain CEO of Intel Products. Frank D. Yeary, who took on the role of interim executive chair of the board during the search for a new CEO, will revert to being the independent chair of the board upon Tan becoming CEO.

"Lip-Bu is an exceptional leader whose technology industry expertise, deep relationships across the product and foundry ecosystems, and proven track record of creating shareholder value is exactly what Intel needs in its next CEO," Yeary said. "Throughout his long and distinguished career, he has earned a reputation as an innovator who puts customers at the heart of everything he does, delivers differentiated solutions to win in the market and builds high-performance cultures to achieve success."

ASUS executives have warned investors that consumers may face higher prices later this year as the company accelerates its manufacturing exodus from China in response to anticipated US tariff policies. Despite efforts to absorb costs internally, ASUS acknowledged during its recent earnings call that production relocation expenses could eventually impact retail pricing. This comes as the PC industry braces for trade policy changes under the new US administration. While competitors like Dell and HP have already established diversified supply chains outside China over several years, ASUS faces the financial pressures of rapidly developing alternative production capacity. Such transitions induce significant costs beyond facility construction, including workforce training, supply chain reconfiguration, and temporary production inefficiencies.

"We will try to limit these costs to within a reasonable level. However, as we make further adjustments to production lines, it may become possible that we need to offset some of these costs to our clients," stated an ASUS co-CEO during the call. The executive noted that several competing manufacturers have already implemented price adjustments to compensate for similar expenses. ASUS wants to maintain competitive pricing despite these pressures, indicating a willingness to accept margin compression in the short term. Component-level products may experience more immediate pricing pressure than fully assembled systems, where manufacturers can partially offset tariff impacts through internal efficiencies. ASUS's cautious messaging suggests the company is attempting to balance shareholder concerns about profitability with consumer sensitivity to price increases in the competitive PC market.

One of COMPUTEX's organizers, TAITRA (Taiwan External Trade Development Council), announced that NVIDIA founder and CEO Jensen Huang will deliver the first keynote at COMPUTEX 2025, outlining the latest advancements and breakthroughs in AI and accelerated computing technologies.

The keynote will take place at the Taipei Music Center and be livestreamed at 11 a.m. Taiwan Time on Monday, May 19 (Sunday, May 18, 8 p.m. PT), with a replay available on COMPUTEX Keynote website.

Hello, this is Akihiro Hino, CEO of LEVEL5. For LEVEL5, 2025 is both a year of challenges and a year of great strides forward: yes, we are set to release three major titles! I know that many of you may be wondering: "Will they really be released on time? Won't there be delays again?" To address these concerns, I wanted to create a space where we could regularly update players on the progress of our game development. Throughout this journey, there will be exciting breakthroughs, but also unexpected obstacles. I want to use this blog to share as much as possible about what's happening behind the scenes—both the good and the challenging. More importantly, I hope that by doing so, we can move forward together with our fans, step by step, toward the completion of all our games.

Of course, not everything can be shared publicly. That said, I still want to convey my thoughts and experiences from the process with everyone—even if only on a personal level. For moments like these, I plan to use this blog as a way to share updates from a more "unofficial" point of view. It might sound a bit strange for a company president to say "unofficial," but the reality is that my perspective as the CEO and my perspective as a creator can sometimes be very different. In such cases, I want to walk that fine line and share as much as I can with our players, making the lead-up to these games exciting rather than just a long wait. I appreciate your support, and I hope you enjoy following along!

Intel still depends on external partners for its semiconductor manufacturing strategy, with approximately 30% of its wafers currently outsourced to TSMC, according to Intel's Corporate Vice President of Investor Relations. This marks a significant shift from previous plans to eliminate external foundry dependencies, as the company now intends to maintain a permanent multi-foundry approach. "That is probably a high watermark for us," said John Pitzer during a recent investor dialogue with Morgan Stanley analyst Joe Moore. "But to the extent that I think a year ago, we were talking about trying to get that to zero as quickly as possible. That's no longer the strategy." Pitzer elaborated that Intel now views TSMC as "a great supplier" whose continued involvement "creates a good competition between them and Intel Foundry." The company is reportedly evaluating the optimal long-term outsourcing ratio, considering targets between 15-20% of total wafer production.

This strategic adjustment comes amid leadership changes at Intel, with interim CEOs Dave Zinsner and Michelle Johnston Holthaus granted increased decision-making authority while maintaining the core dual approach of developing "a world-class fabless company and a world-class foundry." The executive team focuses on strengthening Intel's product competitiveness before fully optimizing its foundry operations. This pragmatic approach is viewed as recognizing manufacturing realities in the highly complex semiconductor creation. Intel's willingness to leverage TSMC's advanced process technologies reflects both practical necessity and strategic flexibility as the company navigates its manufacturing transformation. Intel's fabrication self-sufficiency goals remain essential but will be balanced against product competitiveness and time-to-market considerations.

A mysterious GameSir wireless gaming controller appeared online late last year, courtesy of video footage uploaded by an unidentified tester. The presence of a Steam logo on the leaked device's central "home/guide" button sent speculation activities into overdrive. The so-called GameSir "Steam Deck Controller" was linked back to a teased Xbox-licensed G7 Pro wireless controller—both designs seem to share a white/gray aesthetic and control layout. At CES 2025, TechPowerUp staffers were fortunate enough to experience hands-on time with GameSir's upcoming Xbox-branded flagship model. Curious visitors did not spot any sign of Steam/Valve-related products at the company's Las Vegas booth. Game Tech Talk—a YouTube channel that covers the latest in handheld gadgets—managed to conduct an interview with Betta; GameSir's CEO. Their virtual discussion was uploaded two (or so) days ago; the 28-minute video explores current and forthcoming products.

When asked about the unannounced "G7 Pro Valve Edition" (aka unofficial Steam Deck Controller), Betta admitted that he was behind last year's leak. This guerilla marketing tactic produced a lot of reactions and feedback from the hardcore gaming controller community; all taken onboard by the young entrepreneur. Betta said that his personal prototype was "hacked together" in order to provide proof of concept to Valve, although he states that GameSir only has a loose relationship with the House of Half-Life. The G7 Pro controller served as a basic foundation for the Steam-oriented variant—with added motion controller capabilities, capacitive stick technology, independently addressable back buttons, and integration into Valve's operating "ecosystem." The fledgling project awaits an official signing-off—with agreements over licensing, branding, software support, etc.—but a firm connection between the two parties is not yet established. Apparently, there were brief interactions during January's CES event. Betta believes that: "people at Valve are pretty hard to reach." GameSir leadership is "figuring out" a plan; they hope to form a direct connection to Valve HQ in the near future.

As enterprises modernize infrastructure to meet the demands of next-gen workloads like AI, high-performing and efficient compute is essential across the full spectrum - from data centers to networks, edge and even the PC. To address these challenges, Intel today launched its Xeon 6 processors with Performance-cores (P-cores), providing industry-leading performance for the broadest set of data center and network infrastructure workloads and best-in-class efficiency to create an unmatched server consolidation opportunity.

"We are intensely focused on bringing cutting-edge leadership products to market that solve our customers' greatest challenges and help drive the growth of their business," said Michelle Johnston Holthaus, interim co-CEO of Intel and CEO of Intel Products. "The Xeon 6 family delivers the industry's best CPU for AI and groundbreaking features for networking, while simultaneously driving efficiency and bringing down the total cost of ownership."

In an interview with The Telegraph, Acer CEO and chairman Jason Chen said that its products made in the PRC will see a price increase of 10 percent as direct results of the new tariffs that the US will levy on electronics. However, Mr Chen is quoted as saying "We think 10 percent probably will be the default price increase because of the import tax." which doesn't mean it will be exactly 10 percent, as it might vary a bit between product segments. That said, what's clear is that Acer and most likely every other company that manufactures hardware in the PRC aren't going to eat any of the tariffs, as the companies appear to be shifting the burden of the new tariffs straight over to the end consumers. Mr Chen also suggested that some companies might be increasing their pricing by more than 10 percent.

The price increase will happen over time, as the new tariffs won't affect products that have left the PRC before the end of February. Alongside Acer, which is the fifth-biggest computer brand in the US market, it's likely that Dell, HP and Lenovo, as well as Apple, are going to hike their prices by the same 10 percent or more. Acer moved the assembly of its desktop computers out of the PRC during Trump's previous term, when a 25 percent tariff was imposed. Now Acer is looking at moving at least some additional parts of its productions out of the PRC and the US is on the table for some of its products. Considering that some 80 percent of all laptops imported to the US are made in the PRC, the Consumer Trade Association is expecting the new tariffs to cost US consumers some US$143 billion, which it assumes will lead to a slump in sales of consumer electronics.

Corsair Gaming, Inc. (Nasdaq: CRSR) ("Corsair" or the "Company"), a leading global provider and innovator of high-performance products for gamers, streamers, content-creators, and gaming PC builders, today announced the planned retirement of Andy Paul, Founder and Chief Executive Officer, from the company and its board effective July 1, 2025. As part of the planned transition, the board of directors appointed Thi La, currently Corsair's President and Chief Operating Officer, as Chief Executive Officer, effective July 1, 2025.

Ms. La, an experienced leader in the computer and gaming industries, joined Corsair in 2010, and played an instrumental role in growing Corsair from a $300 million company to where it is today. La oversaw the expansion of the company's product portfolio from a small range of DIY components, adding many gaming and streaming solutions to what is now a diverse gaming company with 30 different product lines. In December of 2021, La was appointed a member of Corsair's Board of Directors. She has served as Chief Operating Officer since August 2013, and President since January 2021. From May 2010 to August 2013, she held the position of Senior Vice President and General Manager of the gaming PC component unit. Before her tenure at Corsair, La was Vice President of Global Operations and IT at Opnext, Inc., and the North America Consumer PC Product Line Director at HP, responsible for over $3 billion in revenue. Ms. La holds a B.S. in Electrical Engineering from San Jose State University.

Intel experienced another leadership setback on Monday when Justin Hotard, who led its Data Center and AI (DCAI) division said he was leaving to become Nokia's CEO. Hotard joined Intel in early 2024 and worked there for just over a year. He will take over from Pekka Lundmark at Nokia on April 1. In his short time at Intel, Hotard oversaw the release of Intel's Sierra Forest E-core and Granite Rapids P-core Xeon 6 platforms. These helped Intel catch up to AMD in core count for the first time since 2017. Intel has temporarily appointed Karin Eibschitz Segal, an 18-year company veteran and co-CEO at Intel Israel, as the interim chief of DCAI.

However, Justin Hotard's exit comes as the DCAI division faces several problems. Not long ago, Intel said it would push back the launch of its next-generation Clearwater Forest Xeons to the first half of 2026 blaming low demand. The company also scrapped its Falcon Shores accelerators to focus on a future rack-scale platform called Jaguar Shores. These setbacks came after Intel fellow Sailesh Kottapalli left for Qualcomm last month. Kottapalli had worked at Intel for 28 years and played a key role in developing many Xeon server processors.

A change in leadership at GlobalFoundries could affect Intel's ongoing CEO hunt as Tim Breen will become GlobalFoundries' new CEO on April 28, 2025, while current CEO Thomas Caulfield will move to Executive Chairman. This switch has got people in the industry talking about whether Caulfield might play a role at Intel or its foundry operations in the future. Caulfield has done well at GlobalFoundries since 2018, he helped the company make money in 2019 by shifting away from making the newest chips to focus on making special semiconductors. This success happened without counting money from selling facilities to ON Semiconductor and Vanguard International Semiconductor.

However, some industry experts point out a possible weak spot in Caulfield's background. While he knows a lot about materials science and engineering, he doesn't have much experience designing integrated circuits, according to BITS&CHIPS. The timing matters a lot for Intel, which has some big tech goals coming up like their new Panther Lake processor set to come out in late 2025 and will use Intel's 18A process node. Both the 18A and 14A nodes need to succeed for Intel's manufacturing future to be strong. Bloomberg reported that Intel is currently focusing on external candidates for its CEO position, among the people under consideration are Marvel's CEO Matt Murphy and Lip-Bow Tan, former Cadence CEO and also a former member of Intel's board.

Paradox Interactive AB (Paradox) has signed a binding agreement to acquire all shares in Haemimont Games AD (Haemimont Games). The acquisition is a further step in Paradox's strategic focus on growing in the management games genre, by building a strong internal capability that complements the Group's current studio organization. "We are very happy to welcome Haemimont Games to Paradox!" said Fredrik Wester, CEO of Paradox. "They bring a tight-knit team with long experience in developing management games with many well received projects in their portfolio. Moreover, they have a strong creative streak, technology developed for their niche, a new IP in development and a strong culture that fits Paradox's way of working. We have strong faith in their team and leadership, and our main focus now is to ensure that they can continue to create great games under new ownership."

Following the acquisition, Haemimont Games will be a wholly owned subsidiary of Paradox. The current leadership and team will remain active with the studio, and the studio's ongoing projects will remain in development. "We're delighted to become a part of the Paradox family!" said Gabriel Dobrev, Founder of Haemimont Games. "The cultural fit between our companies is remarkable, and we already feel at home. This partnership empowers us to push the boundaries of our games, delivering deeper and more intense experiences to our players. It also opens new horizons for our team, technology, and creative processes, which we're eager to explore. Expect amazing new games from us!" The acquisition consists of an upfront cash consideration and a performance-based earnout of similar size that is to be paid out over the coming years. Haemimont Games and Paradox have agreed to not disclose the purchasing price at this point. The acquisition is financed with cash at hand and expected to be completed within a few days.

Intel's data center business has experienced a lot of decline in recent years. Once the go-to choice for data center buildout, nowadays, Xeon processors have reached a 13-year low. According to SemiAnalysis analyst Sravan Kundojjala on X, the once mighty has fallen to a 13-year low number, less than 50% of its CPU sales in the peak observed in 2021. In a chart that is indexed to 2011 CPU volume, the analysis gathered from server volume and 10K fillings shows the decline that Intel has experienced in recent years. Following the 2021 peak, the volume of shipped CPUs has remained in free fall, reaching less than 50% of its once-dominant position. The main cause for this volume contraction is attributed to Intel's competitors gaining massive traction. AMD, with its EPYC CPUs, has been Intel's primary competitor, pushing the boundaries on CPU core count per socket and performance per watt, all at an attractive price point.

During a recent earnings call, Intel's interim c-CEO leadership admitted that Intel is still behind the competition with regard to performance, even with Granite Rapids and Clearwater Forest, which promised to be their advantage in the data center. "So I think it would not be unfathomable that I would put a data center product outside if that meant that I hit the right product, the right market window as well as the right performance for my customers," said Intel co-CEO Michelle Johnston Holthaus, adding that "Intel Foundry will need to earn my business every day, just as I need to earn the business of my customers." This confirms that the company is now dedicated to restoring its product leadership, even if its internal foundry is not doing okay. It will take some time before Intel CPU volume shipments recover, and with AMD executing well in data center, it is becoming a highly intense battle.

Intel has officially announced that its "Clearwater Forest" Xeon processor family will be arriving somewhere in the first half of 2026. During a recent earnings call, interim co-CEO—Michelle Johnston Holthaus—discussed Team Blue's product roadmap for 2025 and beyond: "this year is all about improving Intel Xeon's competitive position as we fight harder to close the gap to the competition. The ramp of Granite Rapids has been a good first step. We are also making good progress on Clearwater Forest, our first Intel 18A server product that we plan to launch in the first half of next year." Press outlets have (correctly) pointed out that Intel's "Clearwater Forest" Xeon processors were originally slated for release in 2025, so the company's executive branch has seemingly admitted—in a low-key manner—that their next-gen series is delayed. Industry whispers from last autumn posit that Team Blue foundries were struggling with their proprietary 18A (1.8 nm) node process—at the time, watchdogs predicted a postponement of "Clearwater Forest" server processors.

The original timetable had "Clearwater Forest" server CPUs arriving not long after the launch of Intel's latest line of "Sierra Forest" products—288-core models from the Xeon 6-series. The delay into 2026 could be beneficial—The Register proposes that "Xeons bristling with E-cores" have not found a large enough audience. Holthaus disclosed a similar sentiment (in the Q4 earnings call): "what we've seen is that's more of a niche market, and we haven't seen volume materialize there as fast as we expected." Despite rumors swirling around complications affecting chip manufacturing volumes, Intel's temporary co-leaders believe that things are going well. David Zinsner—Team Blue's CFO—stated: "18A has been an area of good progress...Like any new process, there have been ups and downs along the way, but overall, we are confident that we are delivering a competitive process." His colleague added: "as the first volume customer of Intel 18A, I see the progress that Intel Foundry is making on performance and yield, and I look forward to being in production in the second half, as we demonstrate the benefits of our world-class design."

Today, ASML Holding NV (ASML) has published its 2024 fourth-quarter and full-year results.

• Q4 total net sales of €9.3 billion, gross margin of 51.7%, net income of €2.7 billion
• Quarterly net bookings in Q4 of €7.1 billion of which €3.0 billion is EUV
• 2024 total net sales of €28.3 billion, gross margin of 51.3%, net income of €7.6 billion
• ASML expects Q1 2025 total net sales between €7.5 billion and €8.0 billion, and a gross margin between 52% and 53%
• ASML expects 2025 total net sales to be between €30 billion and €35 billion, with a gross margin between 51% and 53%

CEO statement and outlook
"Our fourth-quarter was a record in terms of revenue, with total net sales coming in at €9.3 billion, and a gross margin of 51.7%, both above our guidance. This was primarily driven by additional upgrades. We also recognized revenue on two High NA EUV systems. We shipped a third High NA EUV system to a customer in the fourth quarter.

When you ask fans, "What's the quintessential action game?" the NINJA GAIDEN series is one of the legendary names that is guaranteed a mention. With roots as far back as the original 1988 arcade game NINJA GAIDEN (Ninja Ryukenden in Japan), the series has captivated fans in various forms over the years, from 2D to 3D, with its focus on swift traversal, eye-catching swordplay, and ninjutsu techniques, all jam-packed into exhilarating action gameplay.

In particular, the Xbox version of NINJA GAIDEN, released on Xbox consoles in 2004, stood out for its smooth controls and elegant action, earning its place as a revolutionary action game. The series' biggest allure lies in deeply satisfying and challenging battles featuring its iconic lead character, master ninja Ryu Hayabusa. The NINJA GAIDEN series has gained a reputation for being notoriously difficult, but with a near-unmatched sense of accomplishment upon clearing levels and defeating bosses that drives players to persevere. Celebrating its 30th anniversary this year, Team NINJA, the studio behind the majority of these iconic titles, has declared 2025 to be "The Year of the Ninja."

On Tuesday, the newly inaugurated United States president, Donald Trump, announced a massive AI infrastructure expansion in the US called Stargate Project. Stargate is an idea that brings private investments across the US land, with up to 500 billion US dollars committed to the project over the next four years. This is single-handedly one of the most significant infrastructure projects ever planned, and this time it is all about AI and data centers. The initial phase involves deploying 100 billion US Dollars immediately, while the remaining 400 billion will be deployed periodically over the next four years. OpenAI and SoftBank are leading this project, with Softbank's CEO Masayoshi Son being the project's chairman. Major equity partners include SoftBank, OpenAI, Oracle, and MGX. Major technology partners who will supply the know-how, planning, software, and hardware are Arm, Microsoft, NVIDIA, Oracle, and OpenAI.

Leading the entire operation will be up to OpenAI, who is gaining operational lead in the project, while Softbank oversees financial planning. Interestingly, the buildout has already begun. OpenAI is currently exploring a few sites in Abilene, Texas, which includes ten 500,000 sq. ft. data centers with 20 planned for the future. Interestingly, the infrastructure expansion will most likely be present in every US state that can provide ample land and power capacity. OpenAI is looking for partners to help with the massive data centers' power, land, and construction. The most significant impact of this project will be on the power grid, which will require additional buildout and implementation of small nuclear reactors running locally nearby to satisfy the power draw from hundreds of thousands and even millions of GPUs. OpenAI is praising NVIDIA for its almost decade-long partnership, meaning that most GPUs will likely be NVIDIA-sourced.

An industry mole—familiar with internal NCSOFT activities—believes that three game development projects have been cancelled: Pantera, H, and J. Past speculation has pointed to "Project H" being an announced Horizon MMO title—based on evidence that emerged shortly after the announced formation of a "strategic global business partnership" between Sony Interactive Entertainment (SIE) and NCSOFT (back in 2023). Reportedly, Jim Ryan—the now former CEO and chairman of SIE—spearheaded PlayStation's concerted push into multi-faceted "live service" development cycles. Industry oracle, Jason Schreier, questioned the prioritization of "games as a service"—his late 2023 predictions seem very prescient, when looking at the present day landscape.

Last week, reports suggested two unannounced Sony-owned live-service games being placed on the proverbial chopping board. Bluepoint's much rumored "God of War" project was quietly canned according to Schreier's Bloomberg column, as well as a mysterious Bend Studios-produced title. NCSOFT's Project H—also known as "Skyline"—appears to be the victim of an internal "feasibility review." Target platforms were reported to be PC and mobile—therefore placing Project H/Skyline in a separate tranche; distinct from another online-oriented Horizon game. Franchise originator—Guerrilla Games—is reportedly still toiling away (with Bungie's guidance) on an upcoming multiplayer-focused release for PlayStation 5 home consoles.

Silicon Motion will expand its MonTitan lineup of SSD controllers—for datacenters and enterprise platforms—with the upcoming addition of a truly next-generation model. Wallace C. Kou (the company's founder and CEO) contributes to ChinaFlashMarket.com with a regular written column—his latest feature (posted on January 17) includes a short sentence dedicated to announcing his firm's new SM8466 design. This appears to be their first foray into PCIe 6.0-based interface territories—details are minimal (at this point in time), but the CEO divulged the very basics. Silicon Motion's engineering team is currently in the "development stage" with the SM8466 project—a: "4 nm PCIe Gen 6 SSD master chip."

It is not clear whether this next-gen PCIe 6.0 SSD controller will be heading to market anytime soon, but Kou's column mostly focused on current plans—likely signalling where priorities lie. Silicon Motion's "built-in PCIe Gen 5 SSD enterprise-level master chip" (SM8366) is in mass production—industry experts believe that the company's MonTitan PCIe 5.0 family has had a tough time keeping up with equivalent Phison products—in particular, the market leading PS5026-E26 (PCIe 5.0 x4) controller. The SM8366 could be potent enough to take the crown in higher-end enterprise segments, but the existence of a PCIe 6.0-based successor is bound to attract extra attention.

Bonfire Studios, an independent video game developer, is finally coming out of stealth mode, unveiling the name and first details of its debut project, Arkheron. Founded by industry veterans responsible for iconic franchises including Blizzard Entertainment's Diablo, Overwatch, StarCraft and World of Warcraft, the Bonfire team draws on the expertise and design principles honed on those titles to craft an innovative new PvP game. Private playtesting for Arkheron is already underway and will be expanding in the coming months with rolling invites. Players who love fast-paced PvP combat are encouraged to sign up now for a chance to be among the first to play Arkheron and help shape its later stages of development.

Bonfire has been playing and iterating on Arkheron behind-the-scenes for years and began private playtesting sessions with a small community in 2024. While players will find familiar ideas and concepts in Arkheron, it isn't about combining genres—it's about creating something entirely new; a dynamic, fast-paced PvP gameplay experience set in a dark and foreboding world. The team at Bonfire playtests the game every day, and attributes this aspect of their development process to helping them create a fun and unique game they believe will resonate with players.

C.C. Wei, TSMC CEO and Chairman, has shared his latest views regarding his company's North American manufacturing center—Reuters cornered him for comment during a mid-week appearance at a National Taiwan University-held event. The Taiwanese government has recently lowered its "silicon shield"—following much (reported) deliberation over "legal restrictions on transferring leading-edge process technology overseas." This relaxation of rules has TSMC considering a new set of investments for operations outside of Taiwan—with an expansion into advanced node process manufacturing. Currently, 2 nm (N2) is a home turf-speciality—industry experts estimate an expenditure of $28-30 (USD) billion to bring this production technology over to the States. TSMC's CEO has described additional challenges—on top of (and impacting) finances—local bureaucracy is a big one.

Wei stated: "every step requires a permit, and after the permit is approved, it takes at least twice as long as in Taiwan." According Reuters, he reckons that it would be difficult for their North American sites to access the latest technologies ahead of teams in Taiwan. He detailed his company's recruitment of several experts—tasked with talking to local government; about regulatory issues. This was not a cheap undertaking: "we ended up establishing 18,000 rules, which cost us $35 million." TSMC's Arizona production hub will (eventually) consist of three large factories—despite long-term teething problems, Fab 21 is reported to be churning out the first wave of "Made in America" product for a very important client: Apple. Wei expressed positives views when asked about the USA site's prospects—during an earnings conference (Jan 16)—he believes that it will eventually produce the "same quality of chips as in Taiwan," through a "smooth ramp-up process."