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Buyers Beware: Counterfeit AMD Ryzen 7 9800X3D CPUs Appear in China

A fake AMD Ryzen 7 9800X3D processor was recently discovered through AMD's after-sales service inspection in China after a customer reported their CPU wouldn't boot. The counterfeit unit revealed several technical discrepancies that distinguish it from genuine processors, though these differences are difficult to spot without detailed examination. While authentic Ryzen 7 9800X3D processors use PCB number 33050, the counterfeit unit featured PCB number 32546—a designation typically associated with Ryzen 7000 series R7 or R9 processors. This suggests the counterfeiters may be repurposing older generation chips or PCBs to create fake 9000 series processors. The physical appearance of the counterfeit unit showed additional inconsistencies.

Genuine Ryzen 9000 series processors feature a distinctive blue PCB, while the fake unit displayed a dark green coloration characteristic of older models. Component patches adjacent to the PCB also failed to match the standard configuration of the Ryzen 9000 series. In a notable error, some counterfeit units were mislabeled as "Ryzen 9 9800X3D"—a model number that doesn't exist in AMD's product lineup. For comparison, legitimate Ryzen 7 9800X3D units can be identified by their blue-tinted PCB, while older models like the R9 7900X and R7 7700X feature dark green PCBs. The information was initially shared on Chiphell by sources within the PCB manufacturing industry, who provided side-by-side comparisons of authentic and counterfeit units. AMD's after-sales service has confirmed that processors purchased outside official distribution channels will not receive warranty support or service protection. Buyers should buy CPUs only thought official sale distributors to avoid such cases.

NVIDIA GeForce RTX 4070 End of January Stock Depletion Predicted

Supply chain insiders reckon that stock of NVIDIA's "Ada Lovelace" generation GeForce RTX 4070 GPU will be depleted by the end of this month. This revelation emerges on the cusp of Team Green's GeForce RTX 5000 series of "Blackwell" GPUs heading to market (on January 30). The popular Chinese hardware forum—Board Channels—is a reliable source of product "supply and demand" information. Industry insiders believe that Team Green's mid-tier SKU will be completely sold—by the closing of this month—across several unnamed regional markets. NVIDIA's incoming GeForce RTX 5070 SKU (baseline $549 MSRP) appears to be the natural alternative, given that GeForce RTX 4070 SUPER offerings are priced within the range of $550 to $600—according to market research performed by VideoCardz.

A board member disclosed details and prophesized changes up and down NVIDIA's current-gen product stack: "The inventory for NVIDIA RTX 4070 and higher models is expected to be completely cleared by January. Starting from February, major AIC brands are anticipated to have stock remaining only for the RTX 4060 Ti and RTX 4060 series, which still need to be digested. However, since NVIDIA's Q1 begins in February, these two models will essentially enter the final stock phase." VideoCardz anticipates a March launch window for the GeForce RTX 5060 series—this could be well-timed given circumstances surrounding Team Green's (alleged) limiting of GeForce RTX 4060 Ti GPU supplies and the insider's predicted cessation of RTX 4060 (non-Ti) production.

Team Jade Discusses Delta Force Franchise's Modern Reboot

Before Call of Duty, before Battlefield, before even Medal of Honor, there was Delta Force. Released in October 1998, NovaLogic's FPS was one of the original tactical shooters. Arriving just two months after Red Storm Entertainment's Rainbow Six, Delta Force put players in the role of a Tier 1 Operative, challenging them to complete 40 missions in various modern military settings. Though it shared some similarities with Rainbow Six, Delta Force was defined by its radical Voxel Space technology, enabling it to simulate warfare on battlefields far larger than any FPS that came before.

Delta Force was sufficiently successful to spawn a sequel, and ultimately became a series—including its most famous entry, the 2003 game Delta Force: Black Hawk Down. Yet as Call of Duty and Battlefield took the popularity of real-world shooters to stratospheric heights, Delta Force struggled to keep up. The final game in the series, Delta Force: Xtreme 2, reviewed poorly, and as the world went wild for Modern Warfare, NovaLogic quietly exfiltrated the modern military shooter scene. Now Delta Force is back, though. Developed by Chinese studio Team Jade, the reboot is bigger, broader, and more comprehensive than any prior entry in the series. Featuring classic team-based multiplayer battles, a more modern extraction mode where players compete to scavenge loot in open-ended combat zones, and a co-op/single player campaign inspired by the series' legacy, Delta Force has its sights set squarely on the two FPS franchises that have dominated multiplayer shooters for over a decade.

This Week in Gaming (Week 3)

Welcome to the middle of January and a busy week of new game releases. We kick off this week with some driving, on tracks though, as these cars might not be entirely road legal. If cars aren't your thing, then how about a city builder, but in the sky? If that doesn't tickle your fancy, how about a unique looking ARPG? This is followed by something of a PC clone of recent Zelda games, just without any defined goals. This brings us a futuristic side scroller where you fight demons. We round off the week with some Chinese hack and slash action back in the feudal era.

Assetto Corsa EVO / This week's major release / Thursday 16 January
As with its predecessor, Assetto Corsa EVO will include cars from different classes spanning across years of motoring history. From road cars, classics, hypercars, and race cars. The most iconic representation of the automotive and motorsport world. Each vehicle is reproduced through an advanced system that simulates mechanical, electronic, and aerodynamic performance, combined with the fidelity of the circuits created using Laserscan technology. Steam link

RISC-V Breakthrough: SpacemiT Develops Server CPU Chip V100 for Next-Gen AI Applications

Recently, SpacemiT, a RISC-V AI CPU company from China, announced breakthrough progress in the development of its server CPU chip SpacemiT Vital Stone V100. It now provides a complete RISC-V CPU chip hardware and software platform that fully supports server specifications.

RISC-V CPU core X100, AIA and APLIC supporting interrupt virtualization, IOMMU supporting memory virtualization, IOPMP supporting security functions, LPC and eSPI supporting communication with mainstream BMCs, etc.
  • The 64-bit server-grade RISC-V CPU core X100 delivers a single-core performance of >9 points/GHz on SPECINT2006 at 2.5 GHz 12 nm. X100 supports the RVA23 Profile, full virtualization (Hypervisor 1.0, AIA 1.0, IOMMU), RAS features, Vector 1.0 extension, vector encryption and decryption, security, 64-core interconnect, and more.
  • The IOMMU IP adheres to the RISC-V IOMMU architecture specification and the AXI4-Stream DTI interface, supporting configurable DID, PID, virtual address, physical address width, and various levels of translation cache sizes. It can be flexibly integrated into different locations within the SoC bus system to enable distributed peripheral virtualization and accelerator acceleration.

CXMT Achieves 80% Yield for DDR5 Chips, HBM2 Production and Capacity Expansion Underway

According to a recent Citigroup analysis, CXMT, China's domestic memory chipmaker, is demonstrating significant progress in its DDR5 production yields. The company's DDR5 yield rates had reached approximately 80%, marking a substantial improvement from its initial 50% yields when production began. This progress builds on CXMT's experience with DDR4 manufacturing, where the company has achieved yields of around 90%. The company currently operates two fab facilities in Hefei, with Fab 1 dedicated to DDR4 production on 19 nm process technology and a 100,000 wafer per month capacity. Fab 2 focuses on DDR5 production using 17 nm technology, with a current capacity of 50,000 wafers per month. CXMT's DDR5 yields could improve further to approximately 90% by the end of 2025.

Despite these improvements, CXMT faces technological challenges compared to industry leaders. The company's current production process is 19 nm for DDR4 and 17 nm for DDR5, lagging behind competitors like Samsung and SK Hynix, which manufacture 12 nm DDR5 chips. This technology gap results in higher power consumption and less favorable form factors for CXMT's products. The company primarily targets domestic Chinese smartphone and computing OEM customers. Looking ahead, CXMT plans to expand its DDR5 and HBM capabilities, with a potential additional capacity of 50,000 wafers per month at Fab 2 in 2025, if market conditions prove favorable. The company is also making progress on HBM2 development, with customer sampling underway and low-volume production expected to begin in mid-2025.

Imagination Technology Reportedly Shipped GPU IP to Chinese Companies like Moore Threads and Biren Technology

According to a recent investigative report, UK-based Imagination Technologies faces allegations of transferring sensitive GPU intellectual property to Chinese companies with potential military connections. The UK-China Transparency organization claims that following its 2020 acquisition by China-controlled investment firm Canyon Bridge, Imagination provided complete access to its GPU IP to Chinese entities with military connections. The report suggests this included sharing detailed architectural documentation typically reserved for premier clients like Apple. At the center of the controversy are Chinese firms Moore Threads and Biren Technology, which have emerged as significant players in China's AI and GPU sectors. The report indicates Moore Threads maintains connections with military GPU suppliers, while Biren Technology has received partial Russian investment.

The organization argues that Canyon Bridge, which has ties to the state-owned China Reform enterprise, helped these technological transfers to benefit China's military-industrial complex. Imagination Technologies has defended its actions, maintaining that all licensing agreements comply with industry standards. The allegations have sparked renewed debate about foreign ownership of strategic technology assets and the effectiveness of current export controls. When Canyon Bridge acquired Imagination in 2020, security experts raised concerns about potential military applications of the firm's technology. UKCT plans to release additional findings, including information from legal disputes involving Imagination's previous management. Rising concerns over technology transfers have prompted governments to reassess export controls and corporate oversight in the semiconductor industry, as nations struggle to balance international commerce with national security priorities. We are yet to see official government response to this situation.

US Authorities Investigating TP-Link Over Connection to China-backed Cyberattacks

Popular router manufacturer TP-Link is being investigated by US authorities over an alleged connection to cyberattacks emanating from the PRC. According to the Wall Street Journal, the Commerce, Justice and Defense departments are all investigating the company and the Commerce Department has gone as far as issuing a subpoena to TP-Link. The WSJ states that TP-Link holds close to a 65 percent market share in the US consumer router market, which puts the company in a unique market position.

The end results of the investigations, assuming either US authority finds any wrongdoings, could lead to TP-Link being banned from selling its routers in the US. A spokeswoman for TP-Link in the US issued the following statement to the WSJ "We welcome any opportunities to engage with the U.S. government to demonstrate that our security practices are fully in line with industry security standards, and to demonstrate our ongoing commitment to the U.S. market, U.S. consumers, and addressing U.S. national security risks".

AMD Radeon RX 7900 GRE China-Edition GPU Reaches End-of-Life

According to Tweakers, AMD's Radeon RX 7900 GRE graphics card has reached end-of-life status, as confirmed by multiple AMD board partners they have contacted. The announcement comes just months after the card's expansion into European markets following its initial 2023 exclusive launch in China. Tweakers report that the supply of the RX 7900 GRE is rapidly declining across retail channels. While ASUS models remain somewhat available, the manufacturer has informed Tweakers that deliveries are currently "limited." AMD has not responded to their multiple requests for comment regarding the discontinuation. The RX 7900 GRE offers compelling specifications that position it as a slightly scaled-down variant of the more premium RX 7900 XT.

Built on AMD's RDNA 3 architecture, the card features 80 CUs and 16 GB of GDDR6 memory and operates at a 260 W TDP. The timing of this discontinuation is particularly interesting as AMD prepares to unveil its next-generation RDNA 4-based Radeon RX 8000 series. Perhaps AMD is trying to flush out its remaining inventory to make room for its Radeon RX 8000 series GPUs, which should mainly target the middle-range of the next-generation GPU families, including competition like NVIDIA with "Blackwell" and Intel with "Battlemage." With the new card scheduled to appear during AMD's CES keynote on January 6 in Las Vegas, we have to wait and see what products AMD puts out before analyzing why AMD decided to EOL its Radeon RX 7900 GRE.

China Unveils Xiaohong-504: a 504-Qubit Quantum Computing Processor

China has announced the development of its latest quantum system, combining the Xiaohong-504, a 504-qubit superconducting quantum chip, with the Tianyan-504 quantum computer. The breakthrough comes from China Telecom Quantum Group (CTQG), which will use the new supercomputer to boost national telecommunications security. The Xiaohong-504 chip reportedly demonstrates impressive specifications in critical areas including qubit lifetime, gate fidelity, and circuit depth, comparable with established quantum platforms such as IBM. The first Xiaohong-504 processor is scheduled for delivery to QuantumCTek, a quantum technology company based in Anhui Province, where it will begin extensive testing of kilo-qubit measurement and control systems.

While the Tianyan-504 represents a major achievement, it currently ranks behind some international competitors in terms of qubit count. Atom Computing's 1,180-qubit prototype was revealed in late 2023, and IBM's 1,121-qubit Condor processor maintains the lead in raw qubit numbers. The development of the Tianyan-504 was a collaborative effort between CTQG, the Chinese Academy of Sciences, and QuantumCTek. The system will be integrated into the Tianyan quantum cloud platform, which has already demonstrated significant international reach since its launch in November 2023, attracting more than 12 million visits from users across over 50 countries. Rather than focusing solely on achieving quantum supremacy, the Tianyan-504 project aim is developing infrastructure for large-scale quantum systems.

NVIDIA Under Antitrust Investigation in China Amid Escalating Chip Tensions

Today China announced an investigation into NVIDIA for possible violations of antitrust laws. This is apparently in retaliation for the recent U.S. embargo on semiconductor exports, Reuters reported. China's State Administration for Market Regulatory Affairs (SAMR) did not provide specific details about the antitrust violations however it said they may allegedly be linked to NVIDIA's acquisition of Mellanox Technologies in 2020. NVIDIA once dominated China's AI market with over 90% of the market share, however, it now generates just 17% of its revenue from the region, down from 26% two years ago. The decline in income is a direct result of U.S. export controls as NVIDIA was forced to develop Chinese-specific chip versions.

The investigation on NVIDIA mirrors China's 2013 antitrust probe against Qualcomm's local subsidiary for overcharging and abusing market position in wireless communication standards. The investigation resulted in a $975 million fine which Qualcomm agreed to pay. Recently, the United States announced additional export restrictions adding 140 Chinese companies from the semiconductor industry including chip equipment manufacturers. Shortly after, China announced a ban on exports of key minerals (gallium, germanium, and antimony) while Chinese industry associations urged domestic companies to avoid U.S.-made chips.

U.S. Unveils Massive Export Restrictions on China's Chip Industry Targeting 140 Firms

The Biden administration is rolling out a third major export control package aimed at China's semiconductor industry, as per a report from Reuters. Estimated to affect 140 companies, including China's chip equipment maker Naura Technology Group, Piotek, and Huawei Technologies, the effort aims to limit China's access to advanced chip making technology. In particular, technology that could be used in military products and artificial intelligence. Important sanctions include export controls to specific chip equipment manufacturers, blocking the delivery of high-performance memory chips and the addition of several semiconductor investment companies to the list of export-restricted entities.

The package expands U.S. regulatory authority through foreign direct product rules. It regulates chip manufacturing equipment manufactured around the world with U.S. technology, Japan and the Netherlands are exempt. However, the rules could have an impact on manufacturers outside U.S. such as those based in Israel, Malaysia, Singapore, South Korea, Taiwan and non-U.S. firms (i.e. ASML) due to the complexity of the technological and supply chain. This continues the Biden administration's strategy to limit China's semiconductor capabilities and comes just weeks before the Trump administration made changes. When asked about US new restrictions Chinese Foreign Ministry spokesperson Lin Jian said at a regular press conference on Monday that such behavior undermines the international economic and trade system, and disrupts global supply chains. China will take measures to protect companies' rights and interests.

US to Implement Semiconductor Restrictions on Chinese Equipment Makers

The Biden administration is set to announce new, targeted restrictions on China's semiconductor industry, focusing primarily on emerging chip manufacturing equipment companies rather than broad industry-wide limitations. According to Bloomberg, these new restrictions are supposed to take effect on Monday. The new rules will specifically target two manufacturing facilities owned by Semiconductor Manufacturing International Corp. (SMIC) and will add select companies to the US Entity List, restricting their access to American technology. However, most of Huawei's suppliers can continue their operations, suggesting a more mild strategy. The restrictions will focus on over 100 emerging Chinese semiconductor equipment manufacturers, many of which receive government funding. These companies are developing tools intended to replace those currently supplied by industry leaders such as ASML, Applied Materials, and Tokyo Electron.

The moderated approach comes after significant lobbying efforts from American semiconductor companies, who argued that stricter restrictions could disadvantage them against international competitors. Major firms like Applied Materials, KLA, and Lam Research voiced concerns about losing market share to companies in Japan and the Netherlands, where similar but less stringent export controls are in place. Notably, Japanese companies like SUMCO are already seeing the revenue impacts of Chinese independence. Lastly, the restrictions will have a limited effect on China's memory chip sector. The new measures will not directly affect ChangXin Memory Technologies (CXMT), a significant Chinese DRAM manufacturer capable of producing high-bandwidth memory for AI applications.

AMD Launches Prebuilt Desktop Line in China Featuring New Ryzen 7 9800X3D

Thanks to a recent report from VideoCardz, we learned that AMD has introduced a series of prebuilt desktop computers in China featuring their new Ryzen 7 9800X3D processor. The systems are being sold through AMD's store on JD.com rather than through traditional computer manufacturers. The Ryzen 7 9800X3D processor, which launches November 7 at $479, will be the centerpiece of these systems. For the components, AMD partnered with several manufacturers: ASUS supplies motherboards and graphics cards, Thermalright provides the 360 mm 360 Frozen Infinity AIO liquid cooling system, and LOONGTR makes the computer cases, which include Ryzen branding. The company is offering seven different configurations. Each system includes 32 GB of DDR5-6000 memory and uses an ASUS TUF Gaming B650M-Plus motherboard with 1 TB storage, except for one model with a Prime X670E-Pro motherboard with 2 TB storage.

Prices range from $1,000 for the base model without a graphics card to $2,100 for the version with AMD's RX 7900 XTX graphics card. Some models include NVIDIA graphics cards instead of AMD's own, specifically the RTX 4070 Super and RTX 4070 Ti Super. The computers will be available starting November 7, just before Singles' Day on November 11, a major shopping event in China. It overlaps with the Ryzen 7 9800X3D launch, given that it is the heart of the system. AMD already sells other prebuilt systems in the Chinese market, including models with various Ryzen processors and graphics cards, such as the China-only RX 6750 GRE.

Intel Expands Chengdu Plant With $300 Million Investment

Intel has plans to expands its chip packaging and testing operations in Chengdu, China. The company will put $300 million into Intel Products (Chengdu), as stated in a WeChat post by Chengdu's Reform and Development Commission, and reported by TrendForce. Intel announced its Chengdu plant in August 2003 as a semiconductor chip packaging and testing facility in the Chengdu Hi-Tech West Zone. The first phase began in February 2004 with the construction of a chipset factory, which was completed and put into production by the end of 2005. The second phase commenced in August 2005 and was completed in October 2006. By 2007, the packaging and testing facility was fully operational, handling Intel's most advanced processors.

Since its launch in 2003, Intel's Chengdu plant has handled over half of the packaging and testing for Intel's laptop processors. Even with rising US-China tensions, China remains Intel's biggest market making up 27 percent of its total income last year. The announced expansion will increase the packaging and testing ability of server chips and will add a new "customer solutions center." This center aims to make the supply chain more effective, give more support to Chinese customers, and speed up response times. Intel's Chengdu site plays a key role in the company's global supply chain, benefiting from the area's "favorable" business climate, CEO Patrick Gelsinger said during his visit last year.

Global Top 5 SSD Module Makers Continue to Gain Market Share; Chinese Brands Leverage Home Advantage

TrendForce's latest investigations reveal that the combined market share of the top five SSD module makers in the retail sector has surged from 59% in 2022 to 72% in 2023, reinforcing a trend of larger companies expanding their dominance. These major players are leveraging their scale to negotiate more favorable prices for NAND Flash, boosting their competitive edge and ensuring they have sufficient resources to stock up in preparation for market shifts.

TrendForce reports that shipments of branded SSDs in the retail market reached 180 million units in 2023, marking a YoY growth of 3.7%. Reflecting on the SSD market for that year, it appeared that many PCs purchased during the pandemic had entered their typical replacement cycle.

Die-Shots of Intel Core Ultra "Arrow Lake-S" Surface, Thanks to ASUS

As Intel's Core Ultra "Arrow Lake-S" desktop processors near their launch, ASUS China put out a video presentation about its Z890 chipset motherboards ready for these processors, which included a technical run-down of Intel's first tile-based desktop processor, which included detailed die-shots of the various tiles. This is stuff that would require not just de-lidding the processor (removing the integrated heat-spreader), but also clearing up the top layers of the die to reveal the various components underneath.

The whole-chip die-shot gives us a bird's eye view of the four key logic tiles—Compute, Graphics, SoC, and I/O, sitting on top of the Foveros base tile. Our article from earlier this week goes into the die areas of the individual tiles, and the base tile. The Compute tile is built on the most advanced foundry node among the four tiles, the 3 nm TSMC N3B. Unlike the older generation "Raptor Lake-S" and "Alder Lake-S," the P-cores and E-core clusters aren't clumped into the two ends of the CPU complex. In "Arrow Lake-S," they follow a staggered layout, with a row of P-cores, followed by a row of E-core clusters, followed by two rows of P-cores, and then another row of E-core clusters, before the final row of P-cores, to achieve the total core-count of 8P+16E. This arrangement reduces concentration of heat when the P-cores are loaded (eg: when gaming), and ensures each E-core cluster is just one ringbus stop away from a P-core, which should improve thread-migration latencies. The central region of the tile has this ringbus, and 36 MB of L3 cache shared among the P-cores and E-core clusters.

AMD Sets Up Press Event for Ryzen 7 9800X3D Launch

AMD China has set up a press event to launch its new Ryzen 7 9800X3D "Zen 5" processor with 3D V-cache. The company is sending out invitations like the one pictured below to the Chinese tech press and select PC enthusiasts. The event is slated to take place in Zhuhai, and spans October 23 and 24, which could mean that the company has set up an experience zone, where visitors can take gaming desktops powered by the 9800X3D for a spin with popular game titles. It won't surprise us if AMD has at least an online press event planned around this time for the rest of the world.

The Ryzen 7 9800X3D is widely expected to extend AMD's lead with gaming performance. In first-party gaming benchmarks put out by Intel for its upcoming Core Ultra 9 285K "Arrow Lake" processor, the new chip is shown within 3% of the Core i9-14900K, which the current Ryzen 7 7800X3D beats, and the 9800X3D can only push the gaming performance envelope further from here. If it's not the higher IPC of "Zen 5," then it could be the alleged 5.20 GHz all-core boost frequency for the 9800X3D. The Ryzen 7 9800X3D is expected to go on sale in the first week of November 2024.

AMD Readies Radeon RX 7650 GRE Based on "Navi 33"

AMD is readying a new mainstream graphics card positioned based on its current RDNA 3 graphics architecture, the Radeon RX 7650 GRE (Golden Rabbit Edition). The company has had great success in selling graphics card SKUs with the "GRE" brand extension in China, with the RX 6750 GRE being a popular SKU there; and it even has an enthusiast-class SKU with the RX 7900 GRE, which saw a global launch earlier this year. The company is hoping for the "GRE" moniker to compete better against the GeForce RTX 4060, at least in specific markets. A new Benchlife.info report says that the RX 7650 GRE will be based on the 6 nm "Navi 33" monolithic silicon, and not the 5 nm "Navi 32" chiplet-based GPU previously reported.

AMD has already maxed out the "Navi 33" for both the RX 7600 and RX 7600 XT, with the latter only seeing its memory size doubled over the former, so it remains to be seen where AMD goes with the RX 7650 GRE. The "7650" numbering suggests a faster SKU, so it's possible that AMD increases the engine clock speeds of the "Navi 33" by as much as it can. The RX 7600 comes with a 2.25 GHz Game clock, which the RX 7600 XT slightly bumps up to 2.47 GHz. If we were to guess, the RX 7650 GRE could focus on increasing the Game clock, not the memory size; and so it could have the power configuration of the RX 7600 XT, and room for Game clocks either on-par or higher than the RX 7600 XT, while retaining the 8 GB memory size of the RX 7600.

Chinese Companies Claim Breakthrough in Storage-Class Memory and Silicon Photonics

Recent reports from South China Morning Post unveil developments in China's semiconductor industry, with significant progress in two critical areas: advanced memory chips and silicon photonics. These breakthroughs mark important steps in the country's pursuit of technological self-reliance amid global trade tensions. In Wuhan, a startup called Numemory has unveiled a new storage-class memory (SCM) chip. The "NM101" chip boasts an impressive 64 GB capacity, far surpassing the megabyte-range offerings currently dominating the market. This novel chip blends the strengths of traditional DRAM and NAND flash storage, delivering rapid, non-volatile, persistent memory ideal for server and data center applications. The NM101's design prioritizes high capacity, density, and bandwidth while maintaining low latency. These characteristics make it particularly well-suited for data centers and cloud computing infrastructures. Initial reports suggest that storage devices incorporating this SCM technology can write an entire 10 GB high-definition video file in a mere second.

Concurrently, another Wuhan-based institution, JFS Laboratory, has achieved a milestone in silicon photonics research. The state-backed facility successfully merged a laser light source with a silicon chip, a feat previously unrealized in China. This innovation in silicon photonics leverages light signals for data transmission, potentially circumventing the looming physical constraints of traditional electric signal-based chip designs. This accomplishment is viewed as addressing a crucial gap in China's optoelectronics capabilities, which used to lag behind Western chip designers and startups. Using silicon photonics, infrastructure scale-out can be sustained on a much larger scale without significant power consumption increase. While these developments represent significant progress, it's important to note that bridging the gap between laboratory breakthroughs and mass-produced, commercially viable products remains a substantial challenge. The path from research success to market dominance is often long and complex, requiring sustained investment and further technological refinement.

Huawei Starts Shipping "Ascend 910C" AI Accelerator Samples to Large NVIDIA Customers

Huawei has reportedly started shipping its Ascend 910C accelerator—the company's domestic alternative to NVIDIA's H100 accelerator for AI training and inference. As the report from China South Morning Post notes, Huawei is shipping samples of its accelerator to large NVIDIA customers. This includes companies like Alibaba, Baidu, and Tencent, which have ordered massive amounts of NVIDIA accelerators. However, Huawei is on track to deliver 70,000 chips, potentially worth $2 billion. With NVIDIA working on a B20 accelerator SKU that complies with US government export regulations, the Huawei Ascend 910C accelerator could potentially outperform NVIDIA's B20 processor, per some analyst expectations.

If the Ascend 910C receives positive results from Chinese tech giants, it could be the start of Huawei's expansion into data center accelerators, once hindered by the company's ability to manufacture advanced chips. Now, with foundries like SMIC printing 7 nm designs and possibly 5 nm coming soon, Huawei will leverage this technology to satisfy the domestic demand for more AI processing power. Competing on a global scale, though, remains a challenge. Companies like NVIDIA, AMD, and Intel have access to advanced nodes, which gives their AI accelerators more efficiency and performance.

Zhaoxin's KX-7000 8-Core Processor Tested in Detail, Bested by 7 Year Old Core i3

PC Watch recently got hands-on with Shanghai Zhaoxin's latest desktop processor for some in depth testing and published a less than optimistic review comparing it to both the previous generation KX-U6780A and Intel's equally clocked budget quad-core offering from 2017, the 3.6 GHz Core i3-8100. Though Zhaoxin's latest could muscle its way through some multithreaded tests such as Cinebench R23 due to having twice the core count, the single core performance showed to be nearly half that of the i3 in everything from synthetic tests to gaming.

PC Watch tested with the Dragon Quest X Benchmark, a DX9.0c title, to put the spotlight on single core gaming performance even in older games as well as with Final Fantasy XIV running the latest Golden Legacy benchmark released back in April of this year to show off more modern multithreaded gaming. With AMD's RX 6400 handling graphics at 1080p the KX-7000/8 scored around 60% of the i3-8100 in Dragon Quest X, and in Final Fantasy XIV it scored 90% of the i3. The result in Final Fantasy XIV was considered, "somewhat comfortable" for gameplay but still less than optimal. As a comparison point for a modern budget gaming PC option the Ryzen 5 5600G was also included in testing, where in Final Fantasy XIV it was 30% ahead of the KX-7000/8. PC Watch attempted to put the integrated ZX-C1190 to work in games but found that despite supporting modern APIs and features, the performance was no match for the competition.
KX-7000 CPU-Z - Credit: PC Watch

PC Refresh Cycle and Tablets in Emerging Markets Expected to Spur Demand in Coming Quarters, Report

A new forecast from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker shows shipments of personal computing devices are expected to grow 2.6% year over year in 2024 to 398.9 million units. The traditional PC market will remain flat in 2024 with 261 million units shipped while the tablet market is forecast to grow 7.2% year over year as a refresh cycle and project investments are expected to drive the market.

For traditional PCs, the global market excluding China is expected to grow 2.8% in 2024 as China continues to suffer through a confluence of macroeconomic challenges, including high youth employment, deflation, and a tumultuous real estate market. However, China's economic concerns have largely impacted just the PC market as tablet demand has proven to be more resilient thanks to Huawei's efforts.

Dutch Semiconductor Export Controls Spark Tension with China, Could Reflect Badly on Cooperation

The Netherlands government announced additional export controls on advanced chipmaking equipment on Friday. This decision, which specifically targets ASML's DUV immersion lithography tools, has drawn sharp criticism from Beijing. The new regulations, aligning with similar restrictions imposed by the US last year, will require additional licensing for the export of ASML's 1970i and 1980i models. China's Commerce Ministry swiftly responded to the announcement, expressing dissatisfaction with what it perceives as unwarranted restrictions on trade. In a statement released Sunday, the ministry accused the United States of leveraging its global influence to pressure allies into tightening export controls, describing it as an attempt to maintain "global hegemony" in the semiconductor industry.

The Chinese government urged the Netherlands to reconsider its position, calling for a balance between security concerns and the preservation of mutually beneficial economic ties. Beijing emphasized the importance of safeguarding the "common interests" of businesses in both countries and warned against potential damage to Sino-Dutch cooperation in the semiconductor sector. Dutch Trade Minister Reinette Klever defended the decision, stating it was made "for our safety." However, this move could have significant implications for ASML, which has already faced restrictions on exporting its most advanced systems to China. ASML receives as much as 49% of its revenue from China, meaning that additional export regulations could significantly reduce revenues if licenses aren't approved.

Chinese GPU Maker XCT Faces Financial Crisis and Legal Troubles

Xiangdixian Computing Technology (XCT), once hailed as China's answer to NVIDIA at its peak, is now grappling with severe financial difficulties and legal challenges. The company, which has developed its own line of GPUs based on the Tianjun chips, recently admitted that its progress in "development of national GPU has not yet fully met the company's expectations and is facing certain market adjustment pressures." Despite producing two desktop and one workstation GPU model, XCT has been forced to address rumors of its closure. The company has undergone significant layoffs, but it claims to have retained key research and development staff essential for GPU advancement. Adding to XCT's woes, investors have initiated legal proceedings against the company's founder, Tang Zhimin, claiming he failed to deliver on his commitment to raising 500 million Yuan in Series B funding.

Among the complainants is the state-owned Jiangsu Zhongde Services Trade Industry Investment Fund, which has filed a lawsuit against three companies under Zhimin's control. Further complicating matters, Capitalonline Data Service is reportedly suing XCT for unpaid debts totaling 18.8 million Yuan. There are also claims that the company's bank accounts have been frozen, potentially impeding its ability to continue operations. The situation is further complicated by allegations of corruption within China's semiconductor sector, with reports of executives misappropriating investment funds. With XCT fighting for survival through restructuring efforts, its fate hangs in the balance. Without securing additional funding soon, the company may be forced to close its doors, which will blow China's GPU aspirations.
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