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Semiconductor Bosses Discussed China Trade Restrictions with US Government

According to various news sources, CEOs from Intel, NVIDIA and Qualcomm have been holding meetings with representatives of the US government—with the topic of discussion reportedly being the escalation of semiconductor import restrictions placed on China. AMD was notably absent from Monday's proceedings, due to Dr. Lisa Su attending to business matters in Taiwan. Commerce Secretary Gina Raimondo, National Economic Council director Lael Brainard and National Security Council director Jake Sullivan were alleged to have met with industry leaders.

Chipmakers have expressed worry about new restrictions coming into effect within the next couple of week—the latest negotiations could have touched on some sort of provision for leading silicon manufacturers. The US government believes that by limiting China's access to cutting-edge technology, it will bolster national security interests—with the Chinese military not being able to develop competitive defense systems. The Semiconductor Industry Association stated on Monday that: "overly broad, ambiguous and at times unilateral restrictions risk diminishing the US semiconductor industry's competitiveness, disrupting supply chains, causing significant market uncertainty and prompting continued escalatory retaliation by China." Intel, NVIDIA and Qualcomm did not provide any comments to press outlets following the conclusion of their meetings with senior government officials. It is speculated that Qualcomm is set to lose the most trade following the implementation of stricter rules—Bloomberg proposes that 60% of the firm's business revenue comes from Chinese territories.

Samsung's 3 nm GAA Process Identified in a Crypto-mining ASIC Designed by China Startup MicroBT

Semiconductor industry research firm TechInsights said it has found that Samsung's 3 nm GAA (gate-all-around) process has been incorporated into the crypto miner ASIC (Whatsminer M56S++) from a Chinese manufacturer, MicroBT. In a Disruptive Technology Event Brief exclusively provided to DIGITIMES Asia, TechInsights points out that the significance of this development lies in the commercial utilization of GAA technology, which facilitates the scaling of transistors to 2 nm and beyond. "This development is crucial because it has the potential to enhance performance, improve energy efficiency, keep up with Moore's Law, and enable advanced applications," said TechInsights, identifying the MicroBT ASIC chip the first commercialized product using GAA technology in the industry.

But this would also reveal that Samsung is the foundry for MicroBT, using the 3 nm GAA process. DIGITIMES Research semiconductor analyst Eric Chen pointed out that Samsung indeed has started producing chips using the 3 nm GAA process, but the capacity is still small. "Getting revenues from shipment can be defined as 'commercialization', but ASIC is a relatively simple kind of chip to produce, in terms of architecture."

AMD Reportedly Prepping Special Radeon RX 7900 GRE Model for Chinese Market

A reference to an unreleased Radeon RX 7900 GRE GPU specced with 16 GB of VRAM appeared on distributed computing platforms last month. The unusual GRE acronym was a little bit puzzling, but ITHome has recently discovered that this could be the successor to an older GME (Golden Mouse Edition) card. AMD's Radeon RX 590 GME design was released back in March of 2020 to celebrate the year of the Rat or Mouse.

The Chinese zodiac sign for 2023 is the rabbit, hence AMD preparing a Golden Rabbit Edition (GRE) for that territory. ITHome proposes that this Radeon RX 7900 non-XT model could field a cut-down version of Team Red's Navi 31 GPU—with its Compute Unit count possibly reduced slightly below the standard 84 CUs, while an allocation of 16 GB of GDDR6 video memory gets coupled to a 256-bit interface (down from the XT's 20 GB and 320-bit). The short report does not provide any release date information or detailed specifications/features, but we can assume that the GRE is highly likely to arrive within the year it is intended to commemorate.

ThundeRobot Packs a 13th Gen Core Processor and RTX 4060 in 1.7 Liter Chassis

ThundeRobot, a major player in China's laptop market, is set to release a new PC console, the MIX, which shares striking similarities with Alienware's bygone Steam Machine. The console, equipped with Intel's 13th Gen Core CPU and Nvidia's RTX 4060 GPU, is set to debut on July 21st, predominantly targeting the Chinese market. Though not as familiar a brand outside Asia, ThundeRobot enjoys a significant market share in the region as the third-largest supplier of consumer notebooks and gaming peripherals. Its product catalog rivals brands like Asus and Razer, with offerings spanning custom-branded gaming notebooks to gaming monitors, keyboards, mice, and controllers.

The upcoming MIX console boasts a compact size, nearly 60% smaller than an Xbox Series S, at only 1.7 liters. Despite the uncertainty around whether the console's RTX 4060 GPU is a mobile or desktop variant, ThundeRobot brags that it would feature one or more of Intel's new 13th Gen Raptor Lake HX-series mobile CPUs. The console's matte black finish and triangular front-right indentation echo the design of Alienware's Steam Machine, suggesting that ThundeRobot may have drawn some inspiration from the Alienware console PC. Priced at around 6000 Yuan, approximately $830, the compact yet potent MIX console is expected to launch soon in China, with no current plans for release in the United States.

Report Suggests NVIDIA Prioritizing H800 GPU Production For Chinese AI Market

NVIDIA could be adjusting its enterprise-grade GPU production strategies for the Chinese market, according to an article published by MyDriver—despite major sanctions placed on semiconductor imports, Team Green is doing plenty of business with tech firms operating in the region thanks to an uptick in AI-related activities. NVIDIA offers two market specific accelerator models that have been cut down to conform to rules and regulations—the more powerful and expensive (250K RMB/~$35K) H800 is an adaptation of the western H100 GPU, while the A800 is a legal market alternative to the older A100.

The report proposes that NVIDIA is considering plans to reduce factory output of the A800 (sold for 100K RMB/~$14K per unit), so clients will be semi-forced into purchasing the higher-end H800 model instead (if they require a significant number of GPUs). The A800 seems to be the more popular choice for the majority of companies at the moment, with the heavy hitters—Alibaba, Baidu, Tencent, Jitwei and ByteDance—flexing their spending muscles and splurging on mixed shipments of the two accelerators. By limiting supplies of the lesser A800, Team Green could be generating more profit by prioritizing the more expensive (and readily available) model.

AMD Ryzen 7040H Series Exclusive to China, 7040HS Assigned to Regions Outside of PRC

AMD's laptop-oriented Ryzen 7040 series of Zen 4 processors APUs—based on 4 nm "Phoenix" monolithic silicon—have been slow to hit the market, but folks have had plenty of time to study spec sheets and press material. The presence of similar-ish 7040HS and 7040H product assignments (also sharing nearly identical specifications) has caused some confusion within the PC hardware community. Team Red has finally got round to explaining the significance of their -HS and -H identifiers—product pages were updated with new information this month, showing that the Ryzen 7040H series exists as a Chinese market exclusive. NA, EMEA, APJ, LATAM regions will be getting the closely related Ryzen 7040HS lineup instead. ASUS, Lenovo, and Machenike are set to launch new laptop models in China that will feature Ryzen 7040H APUs—VideoCardz found it interesting that "some of them will not have discrete graphics and will have a higher TDP of 65 W".

Intel Brings Gaudi2 Accelerator to China, to Fill Gap Created By NVIDIA Export Limitations

Intel has responded to the high demand for advanced chips in mainland China by bringing its processor, the Gaudi2, to the market. This move comes as the country grapples with US export restrictions, leading to a thriving market for smuggled NVIDIA GPUs. At a press conference in Beijing, Intel presented the Gaudi2 processor as an alternative to NVIDIA's A100 GPU, widely used for training AI systems. Despite US export controls, Intel recognizes the importance of the Chinese market, with 27 percent of its 2022 revenue generated from China. NVIDIA has also tried to comply with restrictions by offering modified versions of its GPUs, but limited supplies have driven the demand for smuggled GPUs. Intel's Gaudi2 aims to provide Chinese companies with various hardware options and bolster their ability to deploy AI through cloud and smart-edge technologies. By partnering with Inspur Group, a major AI server manufacturer, Intel plans to build Gaudi2-powered machines tailored explicitly for the Chinese market.

China's AI ambitions face potential challenges as the US government considers restricting Chinese companies access to American cloud computing services. This move could impede the utilization of advanced AI chips by major players like Amazon Web Services and Microsoft for their Chinese clients. Additionally, there are reports of a potential expansion of the US export ban to include NVIDIA's A800 GPU. As China continues to push forward with its AI development projects, Intel's introduction of the Gaudi2 processor helps country's demand for advanced chips. Balancing export controls and technological requirements within this complex trade landscape remains a crucial task for both companies and governments involved in the Chinese AI industry.

AMD Ryzen 5 7500F Seems to be Chinese Market Exclusive, Reportedly Launching Late July

The AMD Ryzen 5 7500F CPU has been popping up via various leaks—with no official announcements made despite photos, basic specifications and benchmark results appearing online. Tom's Hardware could not extract a comment directly from Team Red, so it pivoted to inside sources instead to find out more about the mysterious Zen 4 iGPU-less processor. The news site discovered that this model is very likely going to be a Chinese market exclusive—insiders reckon that it will be released closer to the end of this month. Retailers and e-tailers in the region are getting first dibs, with the Ryzen 5 7500F also made available to SIs (system integrators), so pre-built computers featuring this AM5 CPU could be released soon after.

Tom's Hardware believes that the: "Ryzen 5 7500F is very similar to the Ryzen 5 7600 and will operate with a 65 W TDP, and thus have slightly lower boost clock speeds than the 7600." It suspects that a recently published benchmark showing that single-core performance edges past the Ryzen 5 7600X (105 W TDP) is not all that accurate—these results should be "taken with a grain of salt." According to their verified sources, the Ryzen 5 7500F should "perform slightly slower than the regular 65 W Ryzen 5 7600 (non-X)." The article presents some hope that AMD is simply market testing the CPU prior to a possible USA rollout, but insiders indicate that company plans have the Ryzen 5 7500F marked for launch in China only.

AMD CEO Lisa Su Notes: AI to Dominate Chip Design

Artificial intelligence (AI) has emerged as a transformative force in chip design, with recent examples from China and the United States showcasing its potential. Jensen Huang, CEO of Nvidia, believes that AI can empower individuals to become programmers, while Lisa Su, CEO of AMD, predicts an era where AI dominates chip design. During the 2023 World Artificial Intelligence Conference (WAIC) in Shanghai, Su emphasized the importance of interdisciplinary collaboration for the next generation of chip designers. To excel in this field, engineers must possess a holistic understanding of hardware, software, and algorithms, enabling them to create superior chip designs that meet system usage, customer deployment, and application requirements.

The integration of AI into chip design processes has gained momentum, fueled by the AI revolution catalyzed by large language models (LLMs). Both Huang and Mark Papermaster, CTO of AMD, acknowledge the benefits of AI in accelerating computation and facilitating chip design. AMD has already started leveraging AI in semiconductor design, testing, and verification, with plans to expand its use of generative AI in chip design applications. Companies are now actively exploring the fusion of AI technology with Electronic Design Automation (EDA) tools to streamline complex tasks and minimize manual intervention in chip design. Despite limited data and accuracy challenges, the "EDA+AI" approach holds great promise. For instance, Synopsys has invested significantly in AI tool research and recently launched Synopsys.ai, the industry's first end-to-end AI-driven EDA solution. This comprehensive solution empowers developers to harness AI at every stage of chip development, from system architecture and design to manufacturing, marking a significant leap forward in AI's integration into chip design workflows.

8P+16E Die Could be Exclusive to Intel 14th Gen Core-HX Lineup

Golden Pig Upgrade, a Chinese PC hardware content creator, has issued more Intel-related insider info via their Bilibili page. Their short post claims that the Intel 14th Gen Core-HX series (aka enthusiast grade laptop Raptor Lake Refresh SKUs) will be based on 8P+16E die configurations, said to replace all previously reported 8P+8E and 6P+0E setups. This improved HX lineup could provide a nice upgrade over equivalent 13th Gen Core units, with larger L2 cache allocations and increased core counts.

A few examples are mentioned—the upcoming Core i7-14650HX sports an 8P+8E configuration, granting two extra performance cores when compared to the current gen equivalent 13650HX (6P+8E). The Core i5-14500HX could stick with the same configuration (6P+8E) as seen on the older 13500HX, but Golden Pig Upgrade believes that the former will be upgraded with a larger pool of L2 cache. Previous leaks have already pointed out higher-end 14th Gen Core i9 SKUs being based on the 8P+16E die configuration, with the possible offering of higher clocks and support for faster memory speeds. The Raptor Lake Refresh desktop lineup is expected to debut around mid-October, but insider information regarding HX has not yet pinpointed a firm launch period for high-end 14th Gen Core laptop/mobile SKUs.

NVIDIA DRIVE Orin SoC Key Component in XPENG G6 Coupe SUV

China electric vehicle maker XPENG Motors has announced its new G6 coupe SUV—featuring an NVIDIA-powered intelligent advanced driver assistance system—is now available to the China market. The G6 is XPENG's first model featuring the company's proprietary Smart Electric Platform Architecture (SEPA) 2.0, which aims to reduce development and manufacturing costs and shorten R&D cycles since the modular architecture will be compatible with future models.

The electric SUV also features the XPENG Navigation Guided Pilot (XNGP), a full scenario-based intelligent assisted driving system. It's powered by the cutting-edge NVIDIA DRIVE Orin compute and XPENG's full-stack software developed in-house. The XNGP system first made its debut in the EV maker's flagship G9 SUV, touting a safe, reliable, advanced driving experience behind the wheel.

Major Foundries Not Too Concerned About China's Restrictions on Rare Metal Exports

China announced on Monday (June 3) that it would restrict exports of two rare metals——both crucial materials in the computer chip manufacturing process. The nation's Ministry of Commerce stated that their new measures were necessary to "safeguard national security and interests". The Chinese government is contending with several sanctions from Western countries—most notably their access to advanced semiconductor manufacturing equipment is now heavily controlled. Reuters has contacted a number of foundries about the potential impact of rare material shipment limitations. Taiwan Semiconductor Manufacturing Company (TSMC) has shrugged it off as a minor inconvenience, their spokesperson stated: "After evaluation, we do not expect the export restrictions on raw materials gallium and germanium will have any direct impact on TSMC's production. We will continue to monitor the situation closely."

WIN Semiconductors Corp—a Taiwanese firm that specializes in the provision of gallium arsenide wafers—informed the news agency about its low-level reliance on Chinese mineral sources. They are able to sidestep and procure gallium and germanium from suppliers located in Germany, Japan, and North America. The Japanese Semiconductor Equipment Association stated that it was too early to tell whether China's export restrictions will result in material shortages. Supply chains could be disrupted to some degree due to China controlling over 90% of the world's gallium and germanium production, but DigiTimes Asia proposes that new sanctions will not prohibit production and export activities. According to experts in the field supply lines will continue to operate, with buyers required to jump through some extra hoops in order to gain approval for certain market segments. The purification of gallium and germanium is mostly controlled by American and Japanese entities—the processed form of these metals is used in semiconductor production—DigiTimes reckons that these firms will probably feel the initial impact of new trade restrictions.

Sapphire Reveals White Design Radeon RX 6500 XT Polar Elves GPU

Sapphire has officially boarded the white PCB design train, a trend most popular within China's PC hardware market—the Hong Kong-based graphics card specialist is teasing its oddly named "Power Elves" custom cooling solution. They have decided to pair this new look with non-cutting edge silicon, namely AMD's Radeon RX 6500 XT GPU. The budget Navi 24 XT (RDNA 2) card looks to be cooled by a single fan and heatsink array housed within a shroud approximating a Mini-ITX form factor.

Sapphire appears to using its "Angular Velocity Fan Blade," as seen on its Radeon RX 7000-series PULSE and NITRO custom models, so it is somewhat odd that we are not seeing a new-ish RX 7600 GPU in fresh Polar Elves/all-white livery. Since the company is merely teasing this upcoming 4 GB model (at the time of writing) we can assume that it will be served by the normal single 8-pin power connector, and its name assignment suggests a factory overclock will be applied as standard.

Despite Export Ban on Equipment, China's Semiconductor Expansion in Mature Processes Remains Strong

On June 30th, the Netherlands introduced new export restrictions on advanced semiconductor manufacturing equipment. Despite facing export controls from the US, Japan, and the Netherlands, TrendForce anticipates the market share of Chinese foundries in terms of 12-inch wafer production capacity will likely increase from 24% in 2022 to an estimated 26% in 2026. Moreover, if the exports of 40/28 nm equipment eventually receive approval, there's a chance that this market share could expand even further, possibly reaching 28% by 2026. This growth potential should not be dismissed.

Several manufacturing processes including photolithography, deposition, and epitaxy will be subject to these recent export restrictions. Beginning September 1st, the export of all controlled items will require formal authorization. TrendForce reports that Chinese foundries have been primarily developing mature processes like 55 nm, 40 nm, and 28 nm. Furthermore, demand for deposition equipment can be largely met by local Chinese vendors, meaning concerns regarding expansion and development are minimal. The main limiting factor, however, remains the equipment used in photolithography.

Gigantic NVIDIA GeForce RTX 40-Series TITAN ADA Cooler For Sale, Starting at $122K

Leaked photos of a cinder block-sized NVIDIA flagship graphics card cooler appeared online over a week ago, with speculation pointing to it originating from an extremely powerful RTX-40 series GPU—perhaps a theoretical GeForce RTX 4090 Ti or something codenamed TITAN ADA. The pictured prototype outsizes several existing reference designs—its substantial bulk could be enough to tame the fully unlocked potential of Team Green's already large AD102.

Last week's photos have been traced back to the source—as reported by Wccftech, it seems that a seller on the Chinese Taobao Goofish platform is attempting to flog the unit for roughly $122,750 (888,888 RMB). The seller/site member "Hayaka" is apparently open to accepting offers from the highest bidder, but the prospective buyer will not be getting their hands on any working hardware—the listing is for the cooler alone. No GPU or PCB is included according to the provided information, so the winner will be procuring a very expensive (albeit highly unique) mantelpiece.

ASUS has a GeForce RTX 4060 Ti Card with an M.2 SSD Slot

ASUS Chinese GM—Tony Yu—has shown off a graphics card concept on Bilibili that has a rather unusual feature, a slot for an M.2 NVMe SSD. The card is based on NVIDIA's GeForce RT 4060 Ti GPU and although not all details are clear at this point in time, but ASUS is taking advantage of the unused PCIe lanes on the card, since the AD106 GPU only uses eight PCIe lanes, the PCIe connector on the card has space for a further eight lanes. In theory ASUS could have added a pair of SSDs, since there are a total of eight lanes available, but as this was just a proof of concept, they seemingly stuck with a single SSD.

It's unclear if ASUS relies on bifurcation or if the company has added some kind of bridge chip, but bifurcation makes more sense, as a bridge chip would add a lot more cost. The neat thing with the NVMe drive being on the GPU, is that it also connects to the heatsink of the graphics card, which means the cooling should be rather good. However, for this to work properly, the SSD would have to be mounted back to front compared to how it would be mounted on a motherboard. Based on the test results, the SSD runs at a cool 42 degrees C, even when the GPU is being stress tested. It's likely that this product will not make it to markets outside of China, if it's ever launched into retail.

Chinese Research Team Uses AI to Design a Processor in 5 Hours

A group of researchers in China have used a new approach to AI to create a full RISC-V processor from scratch. The team set out to answer the question of whether an AI could design an entire processor on its own without human intervention. While AI design tools do already exist and are used for complex circuit design and validation today, they are generally limited in use and scope. The key improvements shown in this approach over traditional or AI assisted logic design are the automated capabilities, as well as its speed. The traditional assistive tools for designing circuits still require many hours of manual programming and validation to design a functional circuit. Even for such a simple processor as the one created by the AI, the team claims the design would have taken 1000x as long to be done by humans. The AI was trained by observing specific inputs and outputs of existing CPU designs, with the paper summarizing the approach as such:
(...) a new AI approach, which generates large-scale Boolean function with almost 100% validation accuracy (e.g., > 99.99999999999% as Intel) from only external input-output examples rather than formal programs written by the human. This approach generates the Boolean function represented by a graph structure called Binary Speculation Diagram (BSD), with a theoretical accuracy lower bound by using the Monte Carlo based expansion, and the distance of Boolean functions is used to tackle the intractability.

Intel China Confirms Raptor Lake Refresh Incoming, Tries to Explain "Core" Branding

Intel China has taken to Weibo and Bilibili in a new effort to explain how things will pan out for 14th generation CPU lineups, with emphasis on its new branding and naming conventions for 2023 and beyond. These announcements contain the company's first official acknowledgement of Raptor Lake-U, Raptor Lake-S and Raptor Lake-HX SKUs getting a refresh. Team Blue's branding scheme is set to become even more convoluted with Meteor Lake premiering with "Core Ultra" instead of the old "i" labelling system. The China office's product rundowns indicate that the Raptor Lake Refresh series will be split into Core # and Core i# families, which complicates matters further.

It seems that Raptor Lake-U & H Refresh (mobile) and the entire Meteor Lake lineup will be assuming the new Core # branding scheme, but the latter series will be more performant—hence the adding of Ultra (e.g Ultra Core 5/7/9), so customers can tell the difference between product lines lumped into the same generation! Desktop Raptor Lake-S Refresh and high-end mobile Raptor Lake-HX Refresh processors will retain the company's traditional "Core i" naming convention, this will eventually be retired with the 14th gen family.

Yeston Unveils GeForce RTX 4060 Ti Game Ace GPU, with White PCB Design

Yeston introduced its first Game Ace RTX 40-series custom graphics card yesterday, with a product launch occurring soon after—only for the Chinese market it seems, so prospective Western buyers will have to carry out a few extra steps to acquire one. The GeForce RTX 4060 Ti Game Ace is yet another example of the company producing a white PCB-toting graphics card, albeit in the lower mid-range tier. Yeston has released white boards in the past—most notably for its high-end Sakura Sugar series RTX 4080 and RX 7900 XT models.

The Weibo announcement outlines that the RTX 4060 Ti Game Ace will costs around $432 - 460 (3099 - 3299 RMB), and it offers a simple 2-color lighting system: "the combination of pure white and light blue is fresh and soft, and with the blue LED, it will bring you a little coolness in this hot summer." Yeston's press release was lacking in terms of technical details, but the photos show a very basic looking card that lacks a dual-BIOS switch.

NVIDIA A100 GPUs in High Demand on Chinese Black Market

The top technology companies in China have been ordering a lot of NVIDIA enterprise-grade GPUs, even though U.S. sanctions have prevented the shipment of A100 and H100 models (plus AMD's MI250 Instinct accelerator) to the nation in recent times. ByteDance - best known for developing TikTok - managed to grab plenty of Ampere enterprise units prior to last Autumn's cutoff period, and has continued to purchase Team Green's H800 GPU, which is a cut-down version of the H100 flagship. Smaller outfits are relying on less direct sources to acquire HBC GPUs—according to a Reuters investigative article, international trade restrictions have created a thriving black market for "top-end NVIDIA AI chips."

Their reporters carried out some on-site sleuthing: "Visiting the famed Huaqiangbei electronics area in the southern Chinese city of Shenzhen is a good bet - in particular, the SEG Plaza skyscraper whose first 10 floors are crammed with shops selling everything from camera parts to drones. The chips are not advertised but asking discreetly works...They don't come cheap. Two vendors there, who spoke with Reuters in person on condition of anonymity, said they could provide small numbers of A100 artificial intelligence chips made by the U.S. chip designer, pricing them at $20,000 a piece - double the usual price."

Chinese Tech Firms Buying Plenty of NVIDIA Enterprise GPUs

TikTok developer ByteDance, and other major Chinese tech firms including Tencent, Alibaba and Baidu are reported (by local media) to be snapping up lots of NVIDIA HPC GPUs, with even more orders placed this year. ByteDance is alleged to have spent enough on new products in 2023 to match the expenditure of the entire Chinese tech market on similar NVIDIA purchases for FY2022. According to news publication Jitwei, ByteDance has placed orders totaling $1 billion so far this year with Team Green—the report suggests that a mix of A100 and H800 GPU shipments have been sent to the company's mainland data centers.

The older Ampere-based A100 units were likely ordered prior to trade sanctions enforced on China post-August 2022, with further wiggle room allowed—meaning that shipments continued until September. The H800 GPU is a cut-down variant of 2022's flagship "Hopper" H100 model, designed specifically for the Chinese enterprise market—with reduced performance in order to meet export restriction standards. The H800 costs around $10,000 (average sale price per accelerator) according to Tom's Hardware, so it must offer some level of potency at that price. ByteDance has ordered roughly 100,000 units—with an unspecified split between H800 and A100 stock. Despite the development of competing HPC products within China, it seems that the nation's top-flight technology companies are heading directly to NVIDIA to acquire the best-of-the-best and highly mature AI processing hardware.

Zotac Releases GeForce RTX 4090 PGF OC GPU - a Chinese Market Exclusive Model

Zotac has debuted a new flagship NVIDIA model for the Chinese market only - its latest GeForce RTX 4090 24 GB graphics card now arrives as a Prime Gamer Force (PGF) Overclocked edition, which is reported to sit in a tier above the (more familiar) AMP Extreme series. A listing on JD.com has it priced at 17,599 RMB (just under $2500), so this a serious bit of kit. Zotac PGF cards are normally tricked out with the company's best cooling solutions, which allows for greater clock speeds and power—this new model is the first example of an Ada Lovelace GPU getting togged up with Prime Gamer Force livery. The Zotac RTX 4090 PGF OC's cooler design appears to share the same overall shape from the AMP Extreme AIRO variant, but it has been updated with new shroud and backplate designs, four (software controlled) RGB lighting areas and an understated white/black aesthetic.

The RTX 4090 PGF OC edition is cooled by three 11 cm fans and a vapor chamber (akin to the AMP Extreme AIRO's solution). The card is one of the largest available on the market with dimensions of 381 mm (L) x 154 mm (W) x 74 mm (D)—beating the equivalent Gigabyte AORUS Master and its Zotac AMP sibling (by 2.5 cm length-wise). ITHome published their (mandarin language) review of the China market-exclusive flagship Zotac card earlier today. The RTX 4090 PGF appears to have a single 16-pin power connector and a 24+4 phase VRM design, with a maximum TDP rating of 525 W. An on-card BIOS switch can enable a 2625 MHz OC mode, the default clock speed is set at 2580 MHz—fairly typical for a high-end GeForce RTX 4090 model. The PGF card outdoes its AMP Extreme AIRO sibling by a small margin in overclocked mode—it is 45 MHz faster (2625 MHz vs. 2580 MHz).

Moore Threads MTT S80 GPU Benchmarked by PC Watch Japan

The Moore Threads MTT S80 gaming-oriented graphics card has been tested mostly by Chinese hardware publications, but Japan's PC Watch has managed to get hold of a sample unit configured with 16 GB GDDR6 (14 Gbps) for evaluation purposes and soon published their findings in a "HotHot REVIEW!" The MTT S80 GPU appears to be based on PowerVR architecture (developed by Imagination Technologies), but official Moore Threads literature boasts that their own Chunxaio design is behind all proceedings with 4096 "MUSA" cores. The GPU's clock speed is set at 1.8 GHz, and maximum compute performance has been measured at 14.2 TFLOPS. A 256-bit memory bus grants a bandwidth transfer rate of 448 GB/s. PC Watch notes that the card's support for PCIe Gen 5 x 16 (offering up to 128 GB/s bandwidth) is quite surprising, given the early nature of this connection standard.

Moore Threads has claimed in the past that their cards support Direct X, but PC Watch has discovered that the S80 does not work with DX12, and their tests also demonstrated significant compatibility issues under DX11—with plenty of system freezes and error messages logged. The reviewer(s) had to downshift in some cases to DX9 game environments, in order to gather reliable/stable data. TPU's GPU-Z utility is shown to have no registration information for the S80, and it cannot read the GPU's clock. PC Watch compared their sample unit to an NVIDIA GeForce GTX 1050 Ti graphics card—the entry level 2016-era GPU managed to best the newer competition in terms of in-game performance and power efficiency.

MetaX Exhibits Xisi N100 GPGPU at Chinese Expo

MetaX a new Chinese GPU developer had physical products on display at the recent International Social Public Safety Products Expo—ITHome noted that the company's first ever offering is the N100 GPGPU, specifically designed for artificial intelligence and video processing tasks. MetaX's Yang Jian, a company co-founder, said that his team's primary focus is on AI and data center applications—presumably due to recent demand presenting a lucrative prospect. China's access to Western-developed hardware has been heavily restricted, so native silicon developers have received heavy investment from the State. A MetaX MXN single-slot low-profile card sporting their N100 GPGPU and onboard HBM2E memory is said to offer compute performance of 160 INT8 TOPS and 80 FP16 TFLOPS.

MetaX is also targeting an entry into the gaming GPU market—ITHome reckons that non-enterprise cards are due in 2025. The company's website outlines an MXG-series for graphics rendering, but the information presented indicates that these products are targeting cloud gaming and data center sectors. The company likely requires more time and experience to develop complicated software that will be necessary for the operation of desktop graphics solutions. A similar Chinese chip startup - Biren Technology - has been working on BR100 and BR104 GPGPUs, in a bid to take on NVIDIA's downgraded Hopper H100 accelerators for the region. Biren's engineering team faced challenging circumstances when sanctions blocked their access to TSMC's foundry, plus the departure of their chief architect, who was alleged to be working on an unreleased range of mainstream/gaming graphics cards.

U.S. Government to Allow Chipmakers to Expand Facilities in China

The United States government has imposed sanctions on companies exporting their goods to China with the aim of limiting the country's technological advancements. This forced many companies to reduce their shipments of the latest technologies; however, according to the latest information from The Wall Street Journal, the Biden administration will allow companies to keep expanding their production capacities in China. As the source notes, quoting statements from government officials, the top semiconductor makers such as Samsung, SK Hynix, and TSMC, all of which have a chip production facility in China, will be allowed to expand the production capacity without any US backlash.

Of course, this does not contradict the plan of a US export-control policy, which the administration plans to continue. Alan Estevez, undersecretary of commerce for industry and security, noted last week in the industry gathering that the US plans to continue these restrictions for another year. Reportedly, all manufacturers of wafer fab equipment (WFE) from the US must acquire an export license from the Department of Commerce before exporting any tools for making either logic of memory chip indented for customers in China. Chipmakers Samsung, SK Hynix, and TSMC all received their licenses to export from October 2022 to October 2023. However, the US government now allows these companies to continue upgrading their Chinese plans beyond the renewed license expiry date of October 2024.
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