China's National Supercomputer Center (NUDT) introduced their Tianhe-3 system as a prototype back in early 2019—at the time it had been tested by thirty local organizations. Notable assessors included the Chinese Academy of Sciences and the China Aerodynamics Research and Development Center. The (previous generation) Tianhe-2 system currently sits in a number seven position of world-ranked Supercomputers—offering a measured performance of 33.86 petaFLOPS/s. The internal makeup of its fully formed successor has remained a mystery...until now. The Next Platform believes that the "Xingyi" monikered third generation supercomputer houses the Guangzhou-based lab's MT-3000 processor design. Author, Timothy Prickett Morgan, boasted about acquiring exclusive inside knowledge ahead of international intelligence agencies—many will be keeping an eye on the NUDT, since it is administered by the National University of Defence Technology (itself owned by the Chinese government).

The Next Platform has a track record of outing intimate details relating to Chinese-developed scientific breakthroughs—the semi-related "Oceanlight" system installed at their National Supercomputer Center (Wuxi) was "figured out" two years ago. Tianhe-3 and Oceanlight face significant competition in the form of "El Capitan"—this is the USA's prime: "supercomputer being built right now at Lawrence Livermore National Laboratory by Hewlett Packard Enterprise in conjunction with compute engine supplier AMD. We need to know because we want to understand the very different—and yet, in some ways similar—architectural path that China seems to have taken with the Xingyi architecture to break through the exascale barrier."

Zephyr and VK Valkyrie have collaborated on a very high-end custom GeForce RTX 4080 SUPER graphics card model, as revealed in a teaser video posted to the former's Bilibili account. VK Valkyrie is a well regarded DIY brand in the Chinese PC gaming market, while Zephyr is a relatively young manufacturer—their unusual GeForce RTX 3060 Ti Compact ITX design with a pink PCB was introduced last summer. TPU's June 2023 news report is featured prominently within their website's news section—greatly appreciated! The Zephyr x VK Valkyrie GeForce RTX 4080 SUPER will be a limited edition release—the two partners have been working together since last August, but a specific launch date and pricing were not revealed in Zephyr's teaser trailer.

Zephyr has, so far, only released air-cooled custom graphics cards—their upcoming VK Valkyrie collaborative model will mark a debut entry into liquid cooled territory. Their chunky 3-slot design consists of a substantial heatsink covered by an RGB-adorned silver shroud and metallic backplate, with an AIO liquid cooling solution. A 280 mm radiator (with 2 x 140 mm fans) is hooked up to the card via twin white braided tubes. A rear-firing 12VHPWR connector provides an elegant means of semi-concealing your 90-degree power cable, if need be. The promotional video includes benchmark results generated by 3DMARK Speed Way, Time Spy Extreme, and Fire Strike Ultra suites (check the relevant screenshot below). Zephyr claims that their limited edition GeForce RTX 4080 SUPER model was cool enough to not exceed 52 degrees Celsius during a heavy Furmark session. The company recommends that interested parties should check its social media accounts for further announcements. The Zephyr x VK Valkyrie GeForce RTX 4080 SUPER could arrive at some point after the Chinese Spring Celebration.Update Feb 9th: Valkyrie informed us that, for the moment, this collaboration is specific to the Chinese Market, but they are discussing options internally whether it makes sense to bring the card to the West, too."

Semiconductor Manufacturing International Corporation (SMIC) posted better than expected fourth quarter 2023 financial tallies, but issued a warning with a downward revisement of near future gross margin expectations. According to DigiTimes Asia and TrendForce, China's leading pure-play semiconductor foundry has experienced an overall decline in net profit due to various cited factors including: "the industry downturn, weak market demand, high industry inventory, and fierce competition among peers, all contributing to reduced capacity utilization and decreased wafer shipment for the group." The DigiTimes report focuses mainly on a significant SMIC shares plunge—stock prices are reported to have dropped by ~20% in early 2024, indicating a loss of confidence in the foundry's prospects.

TrendForce laid out the financial nitty gritty: "SMIC International saw a revenue increase of over 3.5% to more than USD 1.678 billion, marking the only quarter of revenue growth last year. Net profit plummeted by 54.7% to nearly USD 175 million. The gross margin of 16.4% was almost halved compared to the same period in 2022 and experienced a significant decline from the previous three quarters, reaching its lowest point of the year. In the full year of 2023, SMIC International experienced a revenue decline of over 13% to USD 6.3 billion, with a net profit decrease of 50.4% to USD 900 million. The gross margin was approximately halved to 19.3%." Many industry watchdogs believed that SMIC was in a comfortable position, thanks to an uptick in demand for natively developed AI GPUs—their flagship Shanghai plants are reportedly churning out 7 nm wafers for Huawei's Ascend 910B model. Insiders also claim that high profile smartphone clients are pushing for 5 nm production lines—a significant challenge for the foundry's existing collection of (less than cutting-edge) equipment.

Changwang has released an interesting looking Mobile on Desktop (MoDT) Mini-ITX motherboard in China—as spotted by HXL—for AMD Ryzen 7000 series mobile processors. The manufacturer has chosen to forego with a short plus catchy model name—Changwang's product page lays out the basic facts within the board's title. This a 170 x 170 mm compact form factor board that is NAS and storage oriented—with an AMD FP8 socket that accommodates Zen 3+ "Rembrandt" and Zen 4 "Phoenix" processors. At present, the only available options to purchase are Ryzen 7 7840HS configurations (with or without an air cooler). The specification sheet lists other processor options, including the recently launched "Hawk Point" Ryzen 7 8845HS model, as well as Ryzen 9 7940HS, Ryzen 7 7735HS (Zen 3+ Rembrandt), and Ryzen 5 7640HS.

You are limited to SODIMM (up to 5600 MT/s with the 7840HS config), due to Changwang choosing a mobile processor platform for a compact desktop motherboard that offers little in terms of upgradability. As pointed out by Tom's Hardware: "These motherboards with integrated Ryzen 7000 "Phoenix" processors might have been pretty killer a few months ago, but just days ago, AMD launched its Ryzen 8000G series APUs for the desktop, which use the same Phoenix chip that the Ryzen 7040HS chips use. Ryzen 8000G chips are a little faster, more customizable, and can be installed and upgraded like regular desktop chips, which are all significant points against Changwang's motherboard...However, when it comes to price, Changwang has the advantage. With a cost of 2888 RMB or about $400, the Ryzen 7 7840HS-equipped board looks pretty decent. A Ryzen 7 8700G retails for $329, and the cheapest AM5 Mini-ITX boards cost $130 at minimum (and come with the A620 chipset)." The Changwang board also offers an unprecedented number of interface options—its unique selling points include support for nine SATA drives, four 2.5 Gbit NICs, Thunderbolt 4, USB 4, PCIe Gen 4x4, etc.

NVIDIA's H800 AI GPU was rolled out last year to appease the Sanction Gods—but later on, the US Government deemed the cutdown "Hopper" part to be far too potent for Team Green's Chinese enterprise customers. Last October, newly amended export conditions banned sales of the H800, as well as the slightly older (plus similarly gimped) A800 "Ampere" GPU in the region. NVIDIA's engineering team returned to the drawing board, and developed a new range of compliantly weakened products. An exclusive Reuters report suggests that Team Green is taking pre-orders for a refreshed "Hopper" GPU—the latest China-specific flagship is called "HGX H20." NVIDIA web presences have not been updated with this new model, as well as Ada Lovelace-based L20 PCIe and L2 PCIe GPUs. Huawei's competing Ascend 910B is said to be slightly more performant in "some areas"—when compared to the H20—according to insiders within the distribution network.

The leakers reckon that NVIDIA's mainland distributors will be selling H20 models within a price range of $12,000 - $15,000—Huawei's locally developed Ascend 910B is priced at 120,000 RMB (~$16,900). One Reuters source stated that: "some distributors have started advertising the (NVIDIA H20) chips with a significant markup to the lower end of that range at about 110,000 yuan ($15,320). The report suggests that NVIDIA refused to comment on this situation. Another insider claimed that: "distributors are offering H20 servers, which are pre-configured with eight of the AI chips, for 1.4 million yuan. By comparison, servers that used eight of the H800 chips were sold at around 2 million yuan when they were launched a year ago." Small batches of H20 products are expected to reach important clients within the first quarter of 2024, followed by a wider release in Q2. It is believed that mass production will begin around Spring time.

Tianbo has prepared a very an intriguing Cyberpunk 2077-themed Mini PC for the Chinese gaming hardware market—the JD.com listing (as reported by VideoCardz) showcases black and white enclosures with a sci-fi aesthetic and plenty of RGB lighting courtesy of the slimline internal cooling solution's illuminated 9 cm fan. It is not immediately clear whether CD Projekt and R. Talsorian Games have jointly approved the GOD88 Mini PC's prominent usage of their Cyberpunk title/logo/font. The specification sheet and accompanying imagery place emphasis on the Cyber GOD88's APU of choice: an AMD Ryzen 7 8845HS mobile processor—this sits at second place within Team Red's recently launched 8040 "Hawk Point" series, their Ryzen 9 8945HS chip takes principal position here.

The GOD88's Ryzen 7 8845HS APU is no slouch when compared to the Ryzen 9 sibling—it runs the same 8-core/16-thread configuration, with a 5.1 GHz max boost (only trailing behind by 100 MHz). The spec sheet mentions a configurable TDP of 35 - 54 W. Tianbo's Mini PC is sold as a barebones system, according to the JD.com product page—customers are expected to plug in their own choice of RAM and storage. Dual-channel DDR5-5600 memory is supported, while the cramped interior can accommodate a single full-sized M.2 2280 PCIe 4×4 SSD. The Tianbo GOD88 "High Performance" Cyberpunk Mini PC will be open to pre-orders (via JD.com) on February 5—barebones pricing is set at 2688 RMB (~$378.50).

It seems that AMD and its board partners are continuing to rollout new custom graphics cards based on the formerly China market exclusive Radeon RX 7900 GRE 16 GB GPU—PowerColor unleashed its fiendish flagship Red Devil model as one of last September's launch options. Their Chinese website has been updated with another Navi 31 XL entry—Hellhound Radeon RX 7900 GRE OC. This design sits below the Red Devil in the company's graphics card product and pricing hierarchy; providing excellent cooling performance with fewer frills. The latest custom RX 7900 GRE card borrows PowerColor's existing demonic dog design from the mid-tier Hellhound RX 7800 XT and RX 7700 XT models. The Hellhound enclosure deployed on Radeon RX 7900 XTX and RX 7900 XT GPUs is a much chunkier affair.

The PowerColor Hellhound Radeon RX 7900 GRE OC has also popped up on a couple of UK and mainland Europe price comparison engines (published 2024-01-30), so it possible that a very limited release could occur across a small smattering of countries and retail channels—Proshop Denmark seems to be the first place with cards in stock, pricing is €629.90 (~$682) at the time of writing. The Radeon RX 7900 GRE (Golden Rabbit Edition) GPU sits in an awkward spot between the fancier Navi 31 options, and Navi 32 siblings—AMD and its AIB partners have reduced MSRPs in Europe, possibly in reaction to the recent launch of NVIDIA's GeForce RTX 40 SUPER series. We are not sure if this initiative has boosted the RX 7900 GRE's popularity in this region, since very few outlets actually offer the (XFX-produced) reference model or Sapphire's Pulse custom design.

According to a recent MyDrivers news piece, graphics card models based on AMD's China-exclusive Radeon RX 6750 GRE GPU are "selling like hotcakes" in the region. Team Red's Radeon RX 6750 GRE was released last October, and made available in two memory configurations: 10 GB with a recommended starting price of 2219 RMB (~$312), and 12 GB going for 2379 RMB (~$335). Industry experts were surprised to hear about the mid-range Navi 22 (RDNA 2) GRE card becoming a popular choice in mainstream and budget-conscious gaming circles—as of early January, AMD has taken the unusual step of delaying its Radeon RX 7600 XT launch in China.

Chinese hardware news outlets are reporting that the 12 GB variant is selling for as low as 2239 RMB (~$315) at select retail sites—customers are reported to be snapping these cards up due to an irresistible "price-to-performance ratio," despite onboard technology being almost three years old. AMD is reported to be implementing a "strict" price control policy to prevent unbalanced supply conditions—Wccftech suggests that adjustment "instructions" have been sent out to AIB partners. The MyDrivers article points out that the policy adjustments will take time to stabilize Radeon RX 6750 GRE prices—the aforementioned 2239 RMB shop offers were still live late last week (report is dated January 26).

Japanese tech giant Canon hopes to shake up the semiconductor manufacturing industry by shipping new low-cost nanoimprint lithography (NIL) machines as early as this year. The technology, which stamps chip designs onto silicon wafers rather than using more complex light-based etching like market leader ASML's systems, could allow Canon to undercut rivals and democratize leading-edge chip production. "We would like to start shipping this year or next year...while the market is hot. It is a very unique technology that will enable cutting-edge chips to be made simply and at a low cost," said Hiroaki Takeishi, head of Canon's industrial group overseeing nanoimprint lithography technological advancement. Nanoimprint machines target a semiconductor node width of 5 nanometers, aiming to reach 2 nm eventually. Takeishi said the technology has primarily resolved previous defect rate issues, but success will depend on convincing customers that integration into existing fabrication plants is worthwhile.

There is skepticism about Canon's ability to significantly disrupt the market led by ASML's expensive but sophisticated extreme ultraviolet (EUV) lithography tools. However, if nanoimprint can increase yields to nearly 90% at lower costs, it could carve out a niche, especially with EUV supply struggling to meet surging demand. Canon's NIL machines are supposedly 40% the cost of ASML machinery, while operating with up to 90% lower power draw. Initially focusing on 3D NAND memory chips rather than complex processors, Canon must contend with export controls limiting sales to China. But with few options left, Takeishi said Canon will "pay careful attention" to sanctions risks. If successfully deployed commercially after 15+ years in development, Canon's nanoimprint technology could shift the competitive landscape by enabling new players to manufacture leading-edge semiconductors at dramatically lower costs. But it remains to be seen whether the new machines' defect rates, integration challenges, and geopolitical headwinds will allow Canon to disrupt the chipmaking giants it aims to compete with significantly.

MAXSUN and DIY-APE revealed a collaborative motherboard model last November, as noticed by members of the TPU community—the H770YTX D5 WIFI Terminator board attracted attention due to its unusually wide (for the ITX class) dimensions. The Terminator's "YTX" form factor—245 × 175 mm—provides some extra room for backside power connectors, additional storage connectors and M.2 storage slots. A past weekend ITHome report has revealed that MAXSUN's fairly compact mid-range part is launching today via a JD.com store listing—release date pricing is 899 RMB (~$126).

The spec sheet matches previously released information—ITHome stated: "(MAXSUN's) Terminator H770 YTX motherboard uses 8+1+1 phase power supply, supports (Intel's) 12th, 13th, and 14th generation Core processors, PL2 can reach 253 W performance release, and also supports dual-channel DDR5 8000 memory. This motherboard has rich interfaces, with three Type-C interfaces at the front and rear. The PCIe 5.0 slot supports 8+8 split, provides four M.2 slots, SFF-8654 interfaces, and supports four SATA hard drives. It is equipped with Realtek Sound card and network card." They note that MAXSUN has another YTX form factor board in its back catalog—the H610 KING was an early 2023 release, in collaboration with partner brand DIY-APE.

ASUS China has distributed Tianxuan 5 Pro laptop review samples to media outlets in the region—a video evaluation was uploaded to Bilibili yesterday, as discovered and shared by 9550pro. The reviewer, "Wheat Milk Mitsu," put his sampled laptop's AMD Ryzen 9 7940HX processor through the proverbial wringer—with benchmarking exercises conducted in Cinebench R23, PCMark 10, Counter Strike 2, Cyberpunk 2077, Metro Exodus and more. The Ryzen 9 7940HX "Dragon Range" APU was last spotted in the specification sheets for ASUS TUF Gaming A16 (2024) laptop models—the mobile processor is essentially an underclocked offshoot of Team Red's Ryzen 9 7945HX. AMD's Ryzen 8040 "Hawk Point" series has received most of the attention in Western markets—we only see occasional coverage of older Zen 4 "Dragon Range" parts.

AMD's slightly weaker Ryzen 9 7940HX processor is no slouch when compared to its higher clock sibling, despite a lower base clock (2.4 GHz) and Turbo (5.2 GHz)—the Tianxuan (China's equivalent to TUF Gaming) branded laptop was outfitted with a GeForce RTX 4070 mobile GPU and 16 GB of DDR5 5600 RAM. Synthetic benchmark results in Cinebench R23 indicate a marginal 3.7% difference, and multi-core figures show an even smaller difference; 1%. The two Dragon Range APUs exhibited largely the same performance in gaming scenarios, although the 7945HX pulls ahead in Counter-Strike 2 frame rate stakes—328 vs. 265 at 1440p, and 378 vs. 308 at 1080p. AMD's convoluted naming schemes make it difficult to keep track of its many mobile offerings—a 7840HX SKU could join the Dragon Range family in Q1 2024. A few Western media outlets believe that a smattering of these parts are destined for global markets, but Team Red's Marketing HQ has not bothered to announce them in any official capacity. Strange times.

Colorful has prepared a small selection of custom GeForce RTX 4060 Ti and GeForce RTX 4060 (non-Ti) graphics cards in celebration of the Chinese New Year (February 24). Its high-end iGame Series has been updated with "Loong Edition" models—all of these cards are overclocked straight out of the factory. The Colorful English language site has sub-brand product entries for a GeForce RTX 4060 Ti 16 GB option, as well as the usual GeForce RTX 4060 Ti 8 GB, plus GeForce RTX 4060 8 GB cards. 2024's zodiac animal is the Wood Dragon, so Colorful has adorned their limited edition "Loong" cards with this fearsome yet wise mythical creature—the graphic spreads across shrouds and backplates, and even features prominently on the special iGame packaging/outer box.

Colorful has a history of producing iGame Series GeForce RTX graphics with different designs—the standard "Ultra White" cooling solution design has been updated a few times in the recent past (as reported by VideoCardz). Referring to TPU's well maintained GPU database, we see the latest "Year of the Dragon" models joining the already established ranks of last year's "Wushan Five Elements Customized Editions" and iGame RTX 4060 Ti "Fog Hill of Five Elements" Customized Edition OC (in collaboration with Samsara Animation Studio). The Colorful iGame Loong Edition cards have prices listed at 3799 RMB (~$536) for the GeForce RTX 4060 Ti 16 GB option, 3449 RMB (~$487) for the GeForce RTX 4060 Ti 8 GB, and 2699 RMB (~$381) for the GeForce RTX 4060 8 GB. Sales are region restricted to China—this is Colorful's modus operandi, so buyers outside of China will have to jump through a few extra import hoops.

NVIDIA's intrepid CEO, Jensen Huang, has spent a fair chunk of January travelling around China—news outlets believe that Team Green's leader has conducted business meetings with very important clients in the region. Insiders proposed that his low-profile business trip included visits to NVIDIA operations in Shenzhen, Shanghai and Beijing. The latest updates allege that a stopover in Taiwan was also planned, following the conclusion of Mainland activities. Photos from an NVIDIA Chinese new year celebratory event have been spreading across the internet lately—many were surprised to see Huang appear on-stage in Shanghai and quickly dispense with his trademark black leather jacket. He swapped into a colorful "Year of the Wood Dragon" sleeveless shirt for a traditional dance routine.

It was not all fun and games during Huang's first trip to China in four years—inside sources have informed the Wall Street Journey about growing unrest within the nation's top ranked Cloud AI tech firms. Anonymous informants allege that leadership, at Alibaba Group and Tencent, are not happy with NVIDIA's selection of compromised enterprise GPUs—it is posited that NVIDIA's President has spent time convincing key clients to not adopt natively-developed solutions (unaffected by US Sanctions). The short hop over to Taiwan is reported not to be for R&R purposes—insiders had Huang's visiting key supply partners; TSMC and Wistron. Industry experts think that these meetings are linked to NVIDIA's upcoming "Blackwell" B100 AI GPU, and "supercharged" H200 "Hopper" accelerator. It is too early for the rumor mill to start speculation about nerfed versions of NVIDIA's 2024 enterprise products reaching Chinese shores, but Jensen Huang is seemingly ready to hold diplomatic talks with all sides.

News reports from Asia point to an ongoing price battle between major chip foundries in the region—sluggish market conditions in 2023 have caused the big industry names to adjust charges, in concerted efforts to retain customers. This situation has escalated in early 2024—news media outlets claim that mainland China-situated factories have plenty of new production capacity, and are therefore eager to get their order books filled. The reports point to: "Semiconductor Manufacturing International Corporation (SMIC), Hua Hong Semiconductor and Jinghe Semiconductor lowering the price of tape-out services to chip design companies in Taiwan." Industry insiders believe that several Taiwanese IC designers have jumped onto better deals, as offered by Chinese facilities—it is alleged that Samsung, GlobalFoundries, UMC and Powerchip have all experienced a worrying increase in customer cancellations (at the tail end of 2023). The loss of long-term clients has forced manufacturers—in South Korea and Taiwan—into a price war.

TrendForce's analysis of market trends stated: "Due to the mature manufacturing processes in China, unaffected by US export restrictions, the lowered wafer fabrication costs have become attractive to Taiwanese IC design companies seeking to enhance their cost competitiveness. Reports also indicate that this competitive pressure has forced Taiwan's foundries, UMC and PSMC, to follow suit by reducing their prices. UMC has lowered its 12-inch wafer foundry services by an average of 10-15%, while its 8-inch wafer services have seen an average price reduction of 20%. These price adjustments took effect in the fourth quarter of 2023." Samsung is reportedly slashing prices by ~10-15%, and is expressing a "willingness to negotiate" with key clients in early 2024. Reports state this is a major change in attitude for the South Korean chip giant—allegedly, leadership was unwilling to budge on 2023 tape-out costs. TrendForce reckons that TSMC's response was a bit quicker: "(having) already initiated pricing concessions last year, mainly related to mask costs rather than wafer fabrication. It was reported that these concessions primarily applied to the 7 nm process and were dependent on order volumes."

According to the recent listing on Goofish, discovered by VideoCardz, Chinese companies have begun selling mobile versions of NVIDIA's latest RTX 40-series GPUs as desktop graphics cards. Initially designed for gaming laptops, the GeForce RTX 4080M and RTX 4090M are now being marketed in China as more affordable alternatives to their official desktop counterparts. This development is no surprise to industry observers who recall similar adaptations with the RTX 20 and 30 series. These companies are leveraging the lower cost of mobile GPUs, combined with budget cooling solutions and simpler PCB designs, to offer more affordable desktop GPU options. The mobile GPUs, which are capped at a power consumption of 175 Watts, are being repurposed without official sanction, with NVIDIA seemingly disregarding this practice. Despite the lack of official endorsement, these modified GPUs are finding their way into the market, providing gamers a cost-effective alternative to the more expensive desktop versions.

While not officially supported by NVIDIA, these cards utilize the mobile GPU dies paired with custom cooling solutions and PCBs to work in desktop PCs. According to reports, the RTX 4080M desktop variant offers 7424 CUDA cores and 12 GB GDDR6 memory, representing a 24% reduction in cores and 4 GB less memory versus the desktop RTX 4080. The desktop RTX 4090M is even more cut-down, with 9728 cores and 16 GB memory—a 40% drop in cores and 8 GB less memory than the flagship RTX 4090 desktop card. Pricing falls between $420 and $560 for the RTX 4080M and exceeds that of even the desktop RTX 4090 for the 4090M variant. Performance and longevity still need to be determined for these unofficial cards. While they present a cheaper RTX 40-series option for Chinese gamers, the reduced specifications come with tradeoffs. Still, their availability indicates the ongoing demand for next-gen GPUs and the lengths some vendors go to to meet that demand.

GALAX is known to go overboard with its top flight graphic card models—the introduction of GeForce RTX 40 SUPER models has further lengthened the manufacturer's naming conventions. A Hall of Fame (HOF) OC LAB Master Edition card based on NVIDIA's freshly launched GeForce RTX 4070 SUPER GPU has been introduced via a Galaxy BBS blog post. As befits such a fancily named card, GALAX has rolled out the red carpet with a very special cooling solution that is designed to temper a substantial (211 MHz) overclock over Team Green's reference settings. Its 2685 MHz spec sits atop the customized GeForce RTX 4070 SUPER GPU pile—VideoCardz notes that another high-end option—GIGABYTE's AORUS RTX 4070 SUPER MASTER model—trails by a 30 MHz margin.

The GALAX GeForce RTX 4070 SUPER Hall of Fame OC LAB Master Edition graphics card sports an almost all-white design, even its PCB is outfitted in a pale hue. This Ada Lovelace AD104-350-A1-driven flagship is specced with a 250 W TGP as standard, user-adjustable up to 320 W. A three-pin to sixteen-pin adapter is supplied by default; ensuring that more than enough juice is supplied. GALAX states that the card features a 12+3 phase design, coupled with a power section is controlled by an XDPE10281 PWM. The Chinese manufacturer hints that more white Master Edition SUPER models are incoming (see below). We hope to see further announcements, and full product pages uploaded to their web site(s), but GALAX is unlikely to sell these top flight cards outside of their native market.

According to new data from Chinese Customs, China's imports of integrated circuits suffered their steepest annual drop on record in 2023, falling 15.4% to $349.4 billion. The decline marks the second straight year of falling chip imports and can be attributed to economic uncertainty and US export controls on advanced semiconductors. Shipment volumes of imported chips also saw a substantial 10.8% year-over-year decrease as demand within China stagnated. The country's important tech manufacturing sector has struggled under strict zero-Covid policies and a lackluster recovery post-pandemic. Flagship manufacturing companies like TSMC recorded modest declines in 2023 sales, though TSMC still forecasts overall growth this year.

Sentiment plunged further when the Biden administration heightened restrictions on China's access to cutting-edge AI-capable chips from NVIDIA and other top American suppliers. The escalating US export controls have choked off China's pipeline to advanced semiconductors needed for AI and supercomputing applications. However, early positive signs for global semiconductor demand have emerged, with worldwide chip sales rising for the first time in over a year this past November. The increase was driven by growing demand for AI and other emerging technologies that rely on advanced computing chips. While the US seeks to limit China's progress in this key strategic area, an inflection point for the battered global chip sector may be nearing.

Intel has reportedly rolled out its China market-exclusive Core i7-14790F "Black Edition" CPU—MEGAsizeGPU tweeted out an initial glimpse of the decidedly not-very-Team-Blue outer packaging. A Core i7-14700F desktop processor was included in an announced list at CES 2024 and launched via global retail channels a few days ago, but its somewhat similarly monikered "Black Edition" appears to be region specific (also notably absent from last week's trade show). Intel's Core i7-14790F's nomenclature would suggest that its sits just a little bit above the i7-14700F in Raptor Lake Refresh's hierarchy, but the "Black Edition" specifications paint an odd picture. As noted by Tom's Hardware: "This CPU has an odd configuration since it has fewer cores and more cache than the Core i7-14700F, contrary to what its SKU would imply to be a higher-spec variant. "

The Core i7-14790K is currently priced at 2909 RMB (on JD.com) which converts to ~$410 (USD). The Core i7-14700F's asking price is roughly ten dollars more, which nets you a 16-core processor that packs 8 performance cores, 12 efficiency cores and 28 threads. Chinese buyers are presented with the slightly cheaper Core i7-14790F and its curiosity specs: 16 total cores comprised of 8 performance cores, 8 efficiency cores and 24 threads. Both F-models share the same list of clock speeds, but the Black Edition does slightly better with an overall total of 36 MB Intel Smart Cache (versus 33 MB)—in turn it loses out in L2 cache designation (24 vs. 28 MB). Tom's Hardware has kindly assembled a comparison table (see below).

The first review of a Chinese-exclusive "RTX 4090D" GPU model hit the internet last week—Expreview received a sample GALAX RTX 4090 D Metal Master model not long ago, and their testing team proceeded to find out whether the nerfed version of NVIDIA's flagship gaming GPU was truly compromised in terms of performance. Effective October 2023, the US Federal Trade Commission placed restrictions on Team Green—thus blocking trade of units based on the "Ada Lovelace" AD102-300 GPU in China. In turn, a variant—AD102-250-A1—was prepared in order to confirm to new policies.

NVIDIA's China-specific GeForce RTX 4090D launched officially right at the end of 2023. Board partner GALAX seems to be leading the pack, with customized versions being sent out for evaluation. The GeForce RTX 4090D GPU arrives with a lesser configuration: 14,592 CUDA, 456 Tensor, and 114 RT cores—but the first review indicates that this only trails behind its uncompromised sibling by roughly 5 to 6% across sixteen games. It lags behind in Stable Diffusion benchmarks—an AI workload at 512x512 resolution shows a 10% difference, although the gaps narrows at 768x768 and 1024x1024.

According to the latest teardown from TechInsights, China's biggest technology maker, Huawei, has been shipping laptops with technology supposedly sanctioned by the United States. As the teardown shows, TechInisights has discovered that Huawei's Kirin 9006C processor is manufactured on TSMC's 5 nm semiconductor technology. Originally, the United States have imposed sanctions on Huawei back in 2020, when the government cut off Huawei's access from TSMC's advanced facilities and forbade the use of the latest nodes by Huawei's HiSilicon chip design arm. Today's findings show signs of contradiction, as the Qingyun L540 notebook that launched in December 2023 employs a Kirin 9006C chipset manufactured on a TSMC 5 nm node.

TechInsight's findings indicate that Kirin 9006C assembly and packaging occurred around the third quarter of 2020, whereas the 2020 Huawei sanctions started in the second quarter. Of course, the implication of the sanctions likely prohibited any new orders and didn't prevent Huawei from possibly stockpiling millions of chip orders in its warehouse before they took place. The Chinese giant probably made orders beforehand and is using the technology only now, with the Qingyun L540 laptop being one of the first Kirin 9006C appearances. Some online retailers also point out that the laptop complies with the latest security practices required for the government, which means that they have been in the works since the chip began the early stages of design, way before 2020. We don't know the stockpile quantity, but SMIC's domestic efforts seem insufficient to supply the Chinese market alone. The news that Huawei is still using TSMC chips made SMIC's share go for a 2% free fall on the Hong Kong stock exchange.

According to the report from a journal called Fundamental Research, researchers from the Institute of Computing Technology at the Chinese Academy of Sciences have developed a 256-core multi-chiplet processor called Zhejiang Big Chip, with plans to scale up to 1,600 cores by utilizing an entire wafer. As transistor density gains slow, alternatives like multi-chiplet architectures become crucial for continued performance growth. The Zhejiang chip combines 16 chiplets, each holding 16 RISC-V cores, interconnected via network-on-chip. This design can theoretically expand to 100 chiplets and 1,600 cores on an advanced 2.5D packaging interposer. While multi-chiplet is common today, using the whole wafer for one system would match Cerebras' breakthrough approach. Built on 22 nm process technology, the researchers cite exascale supercomputing as an ideal application for massively parallel multi-chiplet architectures.

Careful software optimization is required to balance workloads across the system hierarchy. Integrating near-memory processing and 3D stacking could further optimize efficiency. The paper explores lithography and packaging limits, proposing hierarchical chiplet systems as a flexible path to future computing scale. While yield and cooling challenges need further work, the 256-core foundation demonstrates the potential of modular designs as an alternative to monolithic integration. China's focus mirrors multiple initiatives from American giants like AMD and Intel for data center CPUs. But national semiconductor ambitions add urgency to prove domestically designed solutions can rival foreign innovation. Although performance details are unclear, the rapid progress shows promise in mastering modular chip integration. Combined with improving domestic nodes like the 7 nm one from SMIC, China could easily create a viable Exascale system in-house.

Global semiconductor capacity is expected to increase 6.4% in 2024 to top the 30 million *wafers per month (wpm) mark for the first time after rising 5.5% to 29.6 wpm in 2023, SEMI announced today in its latest quarterly World Fab Forecast report.

The 2024 growth will be driven by capacity increases in leading-edge logic and foundry, applications including generative AI and high-performance computing (HPC), and the recovery in end-demand for chips. The capacity expansion slowed in 2023 due to softening semiconductor market demand and the resulting inventory correction.

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.