According to the latest round of reports, AMD has decided not to include China in the initial global launch of its upcoming Radeon RX 7600 XT graphics card. The RX 7600 XT, featuring 16 GB of memory and based on AMD's next-generation RDNA 3 architecture, was expected to launch soon at a price of around $300. However, the company is currently re-evaluating its Chinese GPU launch strategy due to the runaway success of its existing Radeon RX 6750 Golden Rabbit Edition (GRE) series in the region. The RX 6750 GRE cards with 10 GB and 12 GB configurations retail between $269-$289 in China, offering exceptional value compared to rival NVIDIA RTX models. AMD seems hesitant to risk undercutting sales of its popular RX 6750 GPUs by launching the newer 7600 XT.

While the RX 7600 XT promises more raw performance thanks to advanced RDNA 3 architecture, 6750 GRE, with its RDNA 2 design, seemingly remains efficient enough for most Chinese mainstream gamers. With the RX 6750 GRE still selling strongly in China, AMD has postponed the RX 7600 XT introduction for this key market. Final launch timelines for the 7600 XT in China and globally remain unconfirmed by AMD at time of writing. The company appears to be treading cautiously amidst the shifting competitive landscape.

NVIDIA this October was barred by the US Federal Trade Commission from selling the GeForce RTX 4090 in the Chinese domestic market. The company scampered to create a China-specific variant of the RTX 4090 that would comply with the FTC's limits on the AI inference performance, while mostly being as fast as the regular RTX 4090 at gaming. The resulting product is the RTX 4090D. This card has significantly lower AI inference performance, probably due to a lower Tensor core count as VideoCardz reports, or a firmware based performance limiter similar to LHR (lite hashrate) GPUs during the peak of the crypto-scalping GPU shortage. This card goes on sale today. To prevent modding of this GPU back to a regular RTX 4090, it probably comes with a different device ID, and other barriers that prevent video BIOS from regular RTX 4090 from being transplanted over; and overclocking of the GPU is disabled beyond the maximum boost frequency advertised. The TGP has been lowered to 425 W, too.

The Chinese Government regulators overseeing the country's video game industry approved 105 new game titles since last week's curbs that prevent online games from rewarding daily gameplay. The scope of the curbs were so profound that they sent company stocks of the country's two leading game publishers, Tencent and NetEase, crashing down by approximately 16% and 24%, respectively, with tens of billions in investor value erased. China's domestic online gaming revenues were last assessed at around $42 billion a year.

The Press and Publications Administration (PPA), the overarching regulatory body behind all information and content creation and circulation in China, in its official WeChat account, commended the Game Working Committee of China Music and Digital Association, the body that approves publication of new games, for the successful implementation of the new curbs, and the approval of the 105 new games, stating that the approvals "send positive signals that support the prosperity and healthy development of the online game industry." At any given time, the Chinese regulators have a queue of games and their content additions (eg: DLCs) awaiting government approval. 105 is the highest number of monthly approvals passed by the government, and is hence seen as a move aimed at appeasing investors after last week's crash of game publisher stocks.

Intel's software team has added support in its open-source Linux drivers for an unannounced Habana "Gaudi2C" AI accelerator variant. Little is documented about the mystery Gaudi2C, which shares a core identity with Intel's flagship Gaudi2 data center training and inference chip, otherwise broadly available. The new revision is distinguished only by a PCI ID of "3" in the latest patch set for Linux 6.8. Speculations circulate that Gaudi2C may be a version tailored to meet China-specific demands, similar to Intel's Gaudi2 HL-225B SKU launched in July with reduced interconnect links. With US export bans restricting sales of advanced hardware to China, including Intel's leading Gaudi2 products, creating reduced-capability spinoffs that meet export regulations lets Intel maintain crucial Chinese revenue.

Meanwhile, Intel's upstream Linux contributions remain focused on hardening Gaudi/Gaudi2 support, now considered "very stable" by lead driver developer Oded Gabbay. Minor new additions reflect maturity, not instability. The open-sourced foundations contrast NVIDIA's proprietary driver model, a key Intel competitive argument for service developers using Habana Labs hardware. With the SynapseAI software suite reaching stability, some enterprises could consider Gaudi accelerators as an alternative to NVIDIA. And with Gaudi3 arriving next year, the ecosystem will get a better competitive advantage with increased performance targets.

Chinese chipmaker Montage Technology has unveiled new data center processors under its Jintide brand based on Intel's latest Emerald Rapids Xeon architecture. The 5th generation Jintide lineup offers anywhere from 16-core to 48-core options for enterprise customers needing advanced security specific to China's government and enterprise requirements. Leveraging a long-running joint venture with Intel, Jintide combines standard high-performance Xeon microarchitectures with added on-die monitoring and encryption blocks, PrC (Pre-check) and DSC (Dynamic Security Check), which are security-hardened for sensitive Chinese use cases. The processors retain all core performance attributes of Intel's vanilla offerings thanks to IP access, only with extra protections mandated by national security interests. While missing the very highest core counts, the new Jintide chips otherwise deliver similar Emerald Rapids features like 8-channel DDR5-5600 memory, 80 lanes of speedy PCIe 5.0, and elevated clock speeds over 4.0 GHz at peak. The Jintide processors have 2S scaling, which allows for dual-socket systems with up to 96 cores and 192 threads.

Pricing remains unpublished but likely carries a premium over Intel list prices thanks to the localized security customization required. However, with Jintide uniquely meeting strict Chinese government and data regulations, cost becomes secondary for target customers needing compliant data center hardware. After matching lockstep with Intel's last several leading Xeon generations, Jintide's continued iteration highlights its strategic value in enabling high-performance domestic infrastructure as China eyes IT supply chain autonomy. Intel gets expanded access to the growing Chinese server market, while Chinese partners utilize Intel IP to strengthen localized offerings without foreign dependency. It manifests the delicate balance of advanced chip joint ventures between global tech giants and rising challengers. More details about the SKUs are listed in the table below.

After years of delays, Chinese chipmaker Zhaoxin has finally launched its long-awaited KX-7000 series consumer CPUs, only one of its kind in China, based on the licensed x86-64 ISA. Zhaoxin claims the new 8-core processors based on "Century Avenue" uArch deliver double the performance of previous generations. Leveraging architectural improvements and 4X more cache, the KX-7000 represents essential progress for China's domestic semiconductor industry. While still likely lagging behind rival AMD and Intel chips in raw speed, the KX-7000 matches competitive specs in areas like DDR5 memory, PCIe 4.0, and USB4 support. For Chinese efforts to attain technological independence, closing feature gaps with foreign processors is just as crucial as boosting performance. Manufactured on a 16 nm process, the KX-7000 does not use the best silicon node available.

Other chip details include out-of-order execution (OoOE), 24 PCIe 4.0 lanes, a 32 MB pool of L3 cache and 4 MB L2 cache, a base frequency of 3.2 GHz, and a boost clock of 3.7 GHz. Interestingly, the CPU also has VT-x, BT-d 2.5, SSE4.2/AVX/AVX2 support, most likely also licensed from the x86 makers Intel and/or AMD. Ultimately, surpassing Western processors is secondary for China next to attaining self-reliance. Instructions like SM encryption catering to domestic data protection priorities underscore how the KX-7000 advances strategic autonomy goals. With its x86 architecture license giving software compatibility and now a vastly upgraded platform, the KX-7000 will raise China's chip capabilities even if it is still trailing rivals' speeds. Ongoing progress closing that performance gap could position Zhaoxin as a mainstream alternative for local PC builders and buyers.

The United States is softening restrictions on the significant GPU maker NVIDIA, selling artificial intelligence chips to China. While still limiting advanced chip exports deemed strategically threatening, Commerce Secretary Gina Raimondo clarified this week that NVIDIA could supply some AI processors to Chinese commercial companies. Previously, Raimondo had sharply criticized NVIDIA for attempting to sidestep regulations on selling powerful GPUs abroad. Her comments followed rumors that NVIDIA tweaked chip designs to avoid newly imposed export controls narrowly. However, after discussions between Raimondo and NVIDIA CEO Jensen Huang, the Commerce Department says NVIDIA and other US firms will be permitted to export AI chips to China for general commercial use cases. Exports are still banned on the very highest-end GPUs that could enable China to train advanced AI models rivaling American developments.

Raimondo said NVIDIA will collaborate with the US to comply with the export rules. Huang reaffirmed the company's commitment to adherence. The clarification may ease pressures on NVIDIA, as China accounts for up to 25% of its revenue. While optimistic about recent Chinese approvals for US joint ventures, Raimondo noted frustrations linger around technology controls integral to national security. The nuanced recalibration of restrictions illustrates the balances the administration must strike between economic and security interests. As one of the first big US technology exporters impacted by tightened restrictions, NVIDIA's ability to still partly supply the valuable Chinese chip market points to a selective enforcement approach from regulators in the future.

GALAX is a much older brand than it looks, dating back to 2003, when it did business as "Galaxy," selling custom-design GeForce 400 series graphics cards with its signature shade of deep blue for the PCB, and Zalman-sourced coolers. The company is celebrating its 20th anniversary, at least in its largest market of China, where it launched a special edition GeForce RTX 4070 Ada graphics card, called simply the 20th Anniversary Edition.

The card features an all-white look, and an interesting cooler airflow design. The card is no more than 2 slots thick, and features a slender aluminium fin-stack heatsink. Two of its three fans are located on the obverse side of the card. There is an intake where you'd expect the third fan to be, which is actually on the reverse side of the card, blowing outward (pulling air through the heatsink, much like NVIDIA's dual-axial flow-through cooler in some of its Founders Edition cards. The card uses a single 8-pin PCIe power connector, which has been tucked away behind a magnetic cover. The card offers factory overclocked speeds of 2610 MHz maximum boost, compared to 2475 MHz reference (+5.5%). The company didn't reveal pricing.

Huawei's subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilized not only in Huawei's public cloud infrastructure but also sold to other Chinese companies. This year, Baidu ordered over a thousand Ascend 910B chips from Huawei to build approximately 200 AI servers. Additionally, in August, Chinese company iFlytek, in partnership with Huawei, released the "Gemini Star Program," a hardware and software integrated device for exclusive enterprise LLMs, equipped with the Ascend 910B AI acceleration chip, according to TrendForce's research.

TrendForce conjectures that the next-generation Ascend 910B chip is likely manufactured using SMIC's N+2 process. However, the production faces two potential risks. Firstly, as Huawei recently focused on expanding its smartphone business, the N+2 process capacity at SMIC is almost entirely allocated to Huawei's smartphone products, potentially limiting future capacity for AI chips. Secondly, SMIC remains on the Entity List, possibly restricting access to advanced process equipment.

NVIDIA is preparing to launch the GeForce RTX 4090 D, or "Dragon" edition, designed explicitly for China. Circumventing the US export rules of GPUs that could potentially be used for AI acceleration, the GeForce RTX 4090 D is reportedly cutting back on overclocking as a feature. According to BenchLife, the AD102-250 GPU used in the RTX 4090 D will be a stranger to overclocking, as the card will not support it, possibly being disabled by firmware and/or physically in the die. The information from @Zed__Wang suggests that the Dragon version will be running at 2280 MHz base frequency, higher than the 2235 MHz of AD102-300 found in the regular RTX 4090, and 2520 MHz boost, matching the regular version.

Interestingly, the RTX 4090 D for China will also feature a slightly lower Total Graphics Power (TGP) of 425 Watts, down from the 450 Watts of the regular model. With memory configuration appearing to be the same, this new China-specific model will most likely perform within a few percent of the original design. Higher base frequency probably indicates a lack of a few CUDA cores to comply with the US export regulation policy and serve the Chinese GPU market. The NVIDIA GeForce RTX 4090 D is scheduled for rollout in January 2024 in China, which is just a few weeks away.

NVIDIA's GeForce RTX 40 series lineup of graphics cards has been supporting massive cooler designs ranging from three to four slots in thickness, with gamers rarely even getting a standard two-slot solution available. However, GALAX recently announced a novel entry into this lineup: the RTX 4060 Ti Max 16 GB Unparalleled Max, a GPU noted for its unprecedented single-slot design and exceptionally thin 20 mm profile. This model, previously previewed on GALAX's China website, stands out with its unique vapor chamber cooling system paired with a copper heatsink, diverging from the typical multi-fan setups seen in the market. Measuring at 267x111x20 mm, the design is very friendly towards smaller cases with room for only a single slot cooler.

The RTX 4060 Ti Max is set to operate at a default clock speed of 2535 MHz, with a power target of 165 Watts, suggesting a solid performance base for all GPU-intensive sessions. Currently, GALAX has yet to indicate the availability of an 8 GB version or the inclusion of a non-Ti model with this cooler, as only a 16 GB version has been shown. Interestingly, GALAX has made overclocking the card possible; however, the voltage regulation module setup is 6+2 VRMs placed on a six-layer PCB, not providing an ideal overclocking setup. Additionally, while feasible, overclocking the GPU with such a tiny single-slot cooler should be approached cautiously.More images, along with specification table (in Chinese), can be seen below.

NVIDIA is giving final touches to the new GeForce RTX 4090 D, a graphics card SKU specific to the Chinese market, aimed squarely at gamers. The card fills the void for gamers shopping in the enthusiast segment, as all inventory of the regular RTX 4090 has been bought up by Chinese companies to accelerate AI, and controls are in place that prevent NVIDIA from selling the card in its current form in the Chinese market.

What sets this SKU apart is that it is designed to comply with U.S. export controls of GPUs that have the dual use as a high compute-density AI accelerator. In other words, its performance with AI will be artificially limited. This is being done by lowering the card's TPP (total processing performance), which could mean that it ends up slower than the regular RTX 4090. This is somewhat similar in concept to LHR (lite hash rate) GPUs NVIDIA designed for gamers as their regular GPUs were being heaped up by crypto currency miners, although LHR wasn't created due to government policy, but in response to market demand. The RTX 4090 D is expected to retail for RMB 13,000, which is similar to the baseline price of the RTX 4090.

The Chinese chipmaker Loongson has launched its newest desktop processors, the 4-core, 8-thread 3A6000 series, based on the company's LoongArch microarchitecture. We have previously reported that the company wants to match Intel's "Willow Cove" and AMD's Zen 3 instruction per clock (IPC) levels with its 3A6000 CPU series, and today we have the first preview of the performance. Powered by the LA664 cores, 3A6000 is built on a 14/12 nm manufacturing process, with clock speeds going from 2.0 to 2.5 GHz and power consumption of up to 50 Watts. It features 256 KB of L2 cache and 16 MB of L3 cache in total.

While several hardware partners are announcing new Loongson-powered solutions, ASUS China's "Uncle Tony" managed to get his hands on one of them and overclocker the CPU to 2.63 GHz on air cooling. In overclocking tests using liquid nitrogen cooling, a 3A6000 processor reached 3.0 GHz, though there are indications that there is still overhead. In standard out-of-the-box configuration, the 3A6000 performs similarly to Intel's Core i3-10100 four-core CPU, an achievement for Loongson but still behind Intel's latest offerings that clock nearly twice as high. This rapid development of Loongson IP has led to a massive performance increase, matching the IPC of modern CPUs. We are still left to see more information about these 3A6000 series SKUs; however, early benchmarks suggest a significant improvement. You can see the CPU benchmarks below, which include UnixBench and SPEC CPU 2006.

The recent U.S. government restrictions on AI hardware exports to China have significantly impacted several key semiconductor players, including NVIDIA, AMD, and Intel, restricting them from selling high-performance AI chips to Chinese land. This ban has notably affected NVIDIA's GeForce RTX 4090 gaming GPUs, pushing them out of mainland China due to their high computational capabilities. In anticipation of these restrictions, NVIDIA reportedly moved a substantial inventory of its AD102 GPUs and GeForce RTX 4090 graphics cards to China, which we reported earlier. This could have contributed to the global RTX 4090 shortage, driving the prices of these cards up to 2000 USD. In an interesting turn of events, insiders from the Chinese Baidu forums have disclosed that specialized factories across China are repurposing these GPUs, which arrived before the ban, into AI solutions.

This transformation involves disassembling the gaming GPUs, removing the cooling systems and extracting the AD102 GPU and GDDR6X memory from the main PCBs. These components are then re-soldered onto a domestically manufactured "reference" PCB, better suited for AI applications, and equipped with dual-slot blower-style coolers designed for server environments. The third-party coolers that these GPUs come with are 3-4 slots in size, whereas the blower-style cooler is only two slots wide, and many of them can be placed in parallel in an AI server. After rigorous testing, these reconfigured RTX 4090 AI solutions are supplied to Chinese companies running AI workloads. This adaptation process has resulted in an influx of RTX 4090 coolers and bare PCBs into the Chinese reseller market at markedly low prices, given that the primary GPU and memory components have been removed.Below, you can see the dismantling of AIB GPUs before getting turned into blower-style AI server-friendly graphics cards.

AMD's lineup of Radeon and Instinct GPUs, including the flagship RX 7900 XTX/XT, the professional-grade PRO W7900, and the upcoming Instinct MI300, are facing sales prohibitions in China, according to an alleged sales advisory guide from Dell. This restriction mirrors the earlier ban on NVIDIA's RTX 4090, underscoring the increasing export limitations U.S.-based companies face for high-end semiconductor products that could be repurposed for military and strategic applications. Notably, Dell's report lists several AMD Instinct accelerators, which are integral to data center infrastructure, and Radeon GPUs, which are widely used in PCs, indicating the broad impact of the advisory.

The ban includes discrete GPUs like AMD's Radeon RX 7900 XTX and 7900 XT, which, despite their data-center potential, may still be sold under specific "NEC" eligibility. This status allows for continued sales in restricted regions like sales of NVIDIA's RTX 4090. However, the process to secure NEC eligibility is lengthy, potentially leading to supply shortages and increased GPU prices—a trend already observed with the RX 7900 XTX in China, where it's become a high-end alternative in light of the RTX 4090's scarcity and inflated pricing. The Dell sales advisory also lists that sales of the aforementioned products are banned in 22 countries, including Russia, Iran, Iraq, and others listed below.

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

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

The 62nd edition of the TOP500 reveals that the Frontier system retains its top spot and is still the only exascale machine on the list. However, five new or upgraded systems have shaken up the Top 10.

Housed at the Oak Ridge National Laboratory (ORNL) in Tennessee, USA, Frontier leads the pack with an HPL score of 1.194 EFlop/s - unchanged from the June 2023 list. Frontier utilizes AMD EPYC 64C 2GHz processors and is based on the latest HPE Cray EX235a architecture. The system has a total of 8,699,904 combined CPU and GPU cores. Additionally, Frontier has an impressive power efficiency rating of 52.59 GFlops/watt and relies on HPE's Slingshot 11 network for data transfer.

Thanks to the TMTPost interview with the Global Vice President and China President of ASML, Shen Bo, the Dutch semiconductor equipment manufacturer has revealed that around 1,400 of its deep ultraviolet (DUV) lithography and metrology machines are currently installed in China. The company is expected to achieve a global output of 600 DUV equipment units by the end of 2025. Shen Bo stated that the company aims to install 500-600 units of DUV machinery in China by late 2025 or early 2026. The growth in ASML's Chinese revenues was notably high, with China contributing 46% of the company's system sales in 3Q 2023, representing an 82% revenue increase from the previous quarter.

China plans to build 25 12-inch wafer fabs in the next five years, covering logic wafers, DRAM, and MEMS production. ASML currently has a substantial presence in China, with 16 offices, 12 warehouses, distribution centers, development centers, training centers, and maintenance centers. The company employs over 1,600 people for its China operations. Despite the export restrictions imposed by the US government, ASML anticipates that the new measures will have little impact on its financial outlook for 2023 as it strives to meet the growing demand for semiconductor manufacturing equipment in the global market.

Yangtze Memory Technologies Corp (YMTC), China's biggest NAND flash memory manufacturer, has successfully raised billions of US Dollars in new capital to adapt to challenging US restrictions. According to the report from Financial Times, YMTC, which was added to a trade blacklist in December and barred from procuring US equipment to manufacture chips, exceeded its funding target. However, the exact amount remains undisclosed. The capital increase became necessary due to YMTC's substantial spending on finding alternative equipment and developing new components and core chipmaking tools. This financing round was oversubscribed by domestic investors, reflecting support for YMTC amid tightening US restrictions.

Last year, YMTC managed to raise 50 billion Chinese Yuan or about 7 billion US Dollars for equipment. Spending it all on the supply chain, the company is now looking to bolster its offerings with additional equipment for its memory facilities. One of the investors in the funding rally for YMTC has made a statement for Finanical Times: "If Chinese companies have equipment that can be used, [YMTC] will use it. If not, it will see if countries other than the US can sell to it. If that doesn't work, YMTC will develop it together with the supplier." This statement indicates that the company is looking into several options, where one is simply developing its custom machinery with the suppliers.

NVIDIA is reportedly rushing shipments of GeForce RTX 4090 GPUs to China in anticipation of expected export restrictions. We have already reported that NVIDIA might be canceling 5 billion US Dollars worth of orders. The US government will require an export license for shipping RTX 4090s to China, effectively restricting sales to the country. NVIDIA's add-in-board (AIB) partners are reportedly working at full capacity to produce as many RTX 4090 products for the Chinese market as possible before the potential restriction on November 17. While it remains unclear whether the export restrictions will ultimately be implemented, the anticipation of such measures has prompted NVIDIA and its partners to accelerate their production.

The Tweet that feeds this information is coming from Zed Wang, a well-known hardware leaker with historically accurate insights into NVIDIA's operations, who claims that "NVIDIA has been shipping tons of AD102 for AICs this week to manufacture as much RTX 4090 as possible before the original restriction date of RTX 4090 in China. It is still unclear whether the restriction will become true or not. But all AICs are at their full power in producing RTX 4090, regardless of that."

The U.S. Commerce Department seems to have thrown a big spanner into the NVIDIA machinery, by informing the company that some US$5 billion worth of AI chip orders for China falls under the latest US export restrictions. The orders are said to have been heading for Alibaba, ByteDance and Baidu, as well as possibly other major tech companies in China. This made NVIDIA's shares drop sharply when the market opened in the US earlier today, by close to five percent, dropping NVIDIA's market cap below the US$1 Trillion mark. The share price recovered somewhat in the afternoon, putting NVIDIA back in the trillion dollar club.

Based on a statement to Reuters, NVIDIA doesn't seem overly concerned, despite what appears to be huge loss in sales, with a company spokesperson issuing the following statement "These new export controls will not have a meaningful impact in the near term". The US government will implement these new export restrictions from November, which obviously didn't give NVIDIA much of a chance to avoid them and it looks as if the company is going to have to find new customers for the AI chips. Considering the current demand for NVIDIA's chips, this might not be too much of a challenge for the company though.

The Chinese semiconductor industry is advancing, and interestingly, it is growing rapidly under sanctions, even with the blacklisting of companies by the US government. China's semiconductor industry is mainly represented by companies like Semiconductor Manufacturing International Corp (SMIC) and Huawei Technologies, who are leading the investment and progress in both chip manufacturing and chip design. According to the latest interview with Bloomberg, former TSMC Vice President Burn J. Lin said that the US government and its sanctions can not stop the advancement of Chinese semiconductor companies. Currently, Lin notes that SMIC and Huawei can use older machinery to produce more advanced chips.

Even so, SMIC could progress to 5 nm technology using existing equipment, particularly with scanners and other machinery from ASML. Development under sanctions would also force China to experiment with new materials and other chip packaging techniques that yield higher performance targets. SMIC has already developed a 7 nm semiconductor manufacturing node, which Huawei used for its latest Mate 60 Pro smartphone, based on Huawei's custom HiSilicon Kirin 9000S chip. Similarly, the transition is expected to happen to the 5 nm node as well, and it is only a matter of time before we see other nodes appear. "It is just not possible for the US to completely prevent China from improving its chip technology," noted Burn J. Lin.

The Moore Thread's MTT S80 discrete graphics card is now available as part of a special 11-11 (Single's Day) promotion in China, for the equivalent of USD $164, making it both the world's first PCIe Gen 5 gaming graphics card, and the most affordable one to feature 16 GB of memory. Moore Thread's is a Chinese GPU manufacturer that has been aiming to build a contemporary GPU to grab a slice of the entry-mainstream gaming market in China for a few years now.

Much of the PC gaming scene in China doesn't involve AAA productions in need of the fastest GPU out there, but rather GPUs from the mainstream performance tier—Moore Thread's knows this, and has been reinventing many wheels in the absence of the kind of graphics IP cross-licensing entanglement that exists among NVIDIA, AMD, and Intel. The company's fastest GPU is the MTT S80 launched in late 2022, which has the bragging rights to be the world's first with a PCI Express Gen 5 bus interface. Does it need this kind of bandwidth? We honestly don't know, after seeing how sensitive to PCIe interface and resizable-BAR even mainstream Intel GPUs can be. At launch the performance level of the MTT S80 made it more of a novelty than anything, with performance barely matching a Radeon RX 6400, making it about as fast as the iGPU of AMD's Ryzen 5000G "Cezanne" desktop APUs. This is just enough for China's homebrew MOBAs and MMORPGs that are designed to maximize market reach, and hence tend to contain a lot of pre-baked content.Image Courtesy: Expreview

According to Kyodo News, Japanese chip manufacturer Kioxia and its U.S. counterpart Western Digital are reportedly on the verge of finalizing a merger agreement, aiming to create the world's largest producer of memory chips. The merger plan involves establishing a holding company to consolidate their operations for producing NAND flash memory chips, with the announcement reportedly coming this month. The merged entity is expected to be listed on the Nasdaq stock exchange in the United States. As the global semiconductor market contends with competitive pressures and fluctuating demand, the merger is seen as a strategic move to enhance the combined market position of both companies.

Western Digital shareholders are anticipated to hold a majority stake in the new entity, with Kioxia's shareholders, including Toshiba Corporation, owning the remaining stake. The move is poised to give the newly formed company a combined market share of 35.4 percent in NAND memory chips as of March, surpassing South Korea's Samsung, the current leader, with 34.3 percent. However, the merger's ultimate approval hinges on regulators' decisions, including those in China, as semiconductors have become increasingly integral to global economic security. Major Japanese banks, including MUFG Bank and the state-backed Development Bank of Japan, are contemplating loans of up to approximately 1.9 trillion yen (about $12.7 billion) to facilitate the merger.

TrendForce reports that from 2023 to 2027, the global ratio of mature (>28 nm) to advanced (<16 nm) processes is projected to hover around 7:3. Propelled by policies and incentives promoting local production and domestic IC development, China's mature process capacity is anticipated to grow from 29% this year to 33% by 2027. Leading the charge are giants like SMIC, HuaHong Group, and Nexchip, while Taiwan's share is estimated to consolidate from 49% down to 42%.

Expansion predominantly targets specialty processes such as Driver ICs, CIS/ISPs, and Power Discretes, with second and third-tier Taiwanese manufacturers at the forefront
Within the Driver IC sector, the spotlight is on high voltage (HV) specialty processes. As companies aggressively pursue the 40/28 nm HV process, UMC currently dominates, trailed by GlobalFoundries. Yet, SMIC's 28HV and Nexchip's 40HV are gearing up for mass production in 4Q23 and 1H24, respectively—narrowing their technological gap with other foundries. Notably, competitors with similar process capabilities and capacities, such as PSMC, and those without twelve-inch factories like Vanguard and DBHitek, are poised to face challenges head-on in the short term. This trend may also have long-term implications for UMC and GlobalFoundries.