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China Develops HDMI Alternative: 192 Gbps Speeds and 480 W Power Delivery

A consortium of over 50 Chinese companies, including names like Huawei, Hisense, and TCL, has unveiled a domestic alternative to HDMI that offers up to 192 Gbps bandwidth and 480 W of power delivery. This new standard, the General Purpose Media Interface (GPMI), supports next-generation multimedia devices, meeting the growing demands of 8K resolution, higher refresh rates, and simplified connectivity. There are two variants available: a smaller Type-C model providing 96 Gbps and 240 W and a larger Type-B model delivering the full 192 Gbps and 480 W. Developed as a third-generation audio and video interface, GPMI addresses the limitations of older standards such as DVI and VGA while vastly outperforming HDMI 2.1's 48 Gbps and DisplayPort 2.1's 80 Gbps in data throughput. Its design enables bidirectional communication, seamlessly transmitting video, audio, data, and power over a single cable.

The standard's architecture includes a primary data link that can be split into various configurations—such as 6+2 or 1+7 channels—to adapt to different usage scenarios. In addition to its high-bandwidth data channels, GPMI features auxiliary links for device management, cable information, and a limited USB 2.0 connection. The Type-C variant, which has received approval from the USB Association, ensures compatibility with the USB-C ecosystem, helping with the integration for smart TVs and other connected devices. Primarily developed for the domestic market, GPMI also aims to reduce China's dependence on Western-controlled standards and licensing regimes.

China's Largest AI Firms Reportedly Forked Out ~$16 Billion Total for NVIDIA H20 GPU Supplies in 2025

Last week, industry reports pointed to evidence of NVIDIA H20 AI GPU shortages in China—supply chain insiders expressed frustration about limited availability, and alleged price hikes. Days later, local media outlets have disclosed staggering sales figures. Two unnamed sources opine that the likes of Tencent, Alibaba and ByteDance have spent roughly US$16 billion on H20 purchases, across the first three months of 2025. Back in February, Reuters noted an extraordinary surge in orders for: "(Team Green's) H20 model—the most advanced AI processor legally available in China under U.S. export controls—driven by booming demand for Chinese startup DeepSeek's low-cost AI models." The unprecedented rush—to secure precious AI-crunching hardware—was likely motivated by whispers of elevated restrictions; coming from across the Pacific Ocean.

Curiously, local government bodies have allegedly "advised" a stoppage of H20 orders—a recent Financial Times article suggested that this message was directed at the nation's largest AI players (mentioned above). A few industry moles believe that NVIDIA's engineering department is working on another Chinese market exclusive AI chip, although it is not clear whether a new entrant will be designed to conform to recently introduced "not very strict" environmental regulations. Anonymous sources have made noise about an upgraded H20 variant; sporting fancy HBM3E modules.

Inside Info Suggests AMD Prepping Radeon RX 9070 GRE 12 GB Model as Chinese Market Exclusive

Early last month, a source in China leaked very speculative information regarding AMD's—not-yet-official—Radeon RX 9070 GRE model. PC hardware news outlets have just picked up on this low-key prediction—according to rumors, Team Red is readying a cheaper Radeon RX 9070 series SKU. RDNA 4's first "Great Radeon Edition" (GRE) card is tipped for launch prior to AMD's officially announced Radeon RX 9060 series—at some point in Q2 2025. The original leaker suggested that Team Red's Radeon RX 9070 GRE would offer a "better price-performance ratio" when compared to the current-generation flagship: Radeon RX 9070 XT. Yesterday, Benchlife.info disclosed fundamental spec points—Navi 48 die, 12 GB VRAM, 192-bit memory bus—likely procured from contacts within the board partner industry. The online publication believes that AMD and involved AIBs will release Radeon RX 9070 GRE 12 GB cards for the Chinese market, in the near future.

Historically, GRE models have always launched as regional exclusives—starting with RDNA 3's Radeon RX 7900 GRE. Upon arrival—in July 2023—Team Red's curious Navi 31 GPU-based offering was linked to a potential global rollout. This milestone goal was achieved, albeit many months later—following various periods of "testing the waters" in smaller European regional markets. Since then, AMD China has pushed out other GRE options—most notably their extremely popular Radeon RX 6750 GRE 12 GB and 10 GB cards. Post-internationally available Radeon RX 9070 GRE, nothing else GRE-related has experienced widespread distribution outside of China. Back in February, board partners introduced custom Radeon RX 7650 GRE 8 GB designs, as "step-ups" from already launched Radeon RX 7600 cards. Potentially, AMD could gauge local uptake of the nascent Radeon RX 9070 GRE 12 GB model—with healthy sales figures (in China) paving the way for a wider release.

Trump Tariffs to Hike PC Costs at Least 20%, System Integrators Take the Biggest Blow

While semiconductors are exempt (for now at least) from Trump's tariffs, other components going into our PCs are not. According to Tom's Hardware, which spoke to multiple system integrators, tariffs are about to hike PC costs by at least 20%, with system integrators hurt the most. The tariff package imposes a 54% rate on Chinese goods, 34% on top of earlier tariffs, and significant duties on Taiwan, South Korea, and Vietnam products. These countries supply essential PC components such as SSDs, RAM, cases, and graphics cards. Wallace Santos, CEO of Maingear, highlighted the immediate effects on production: "Tariffs have a direct impact on our cost structure… which we have to pass down to our customers." He further explained that some suppliers have halted production in China, leading to scarcity and escalating costs. Santos estimates that prices for his PCs will rise "20 to 25% as a result of the tariffs."

Other company leaders express concern over the limited alternatives available. Kelt Reeves, CEO of Falcon Northwest, stated, "Sadly the overwhelming majority of PC component manufacturing is not done in the US and never has been. There's no US alternative supplier for most PC parts." Reeves added that even US-based system integrators are "facing skyrocketing costs" due to the tariffs, which are set to worsen an already challenging market situation caused by ongoing GPU shortages. Jon Bach, CEO of Puget Systems, shared his perspective in a recent blog post, noting that his company might absorb some costs to minimize consumer price increases. However, even before the latest tariff updates, Bach predicted a price rise of "20 to 45 percent by June." Critics of the tariffs warn of broader economic issues. Gary Shapiro, CEO of the Consumer Technology Association, condemned the policy as "massive tax hikes on Americans that will drive inflation, kill jobs on Main Street, and may cause a recession for the US economy." With these tariffs taking effect, the PC industry faces a period of adjustment marked by increased costs and significant supply chain challenges.

China's RiVAI Technologies Introduces "Lingyu" RISC-V Server Processor

RiVAI Technologies, a Shenzhen-based semiconductor firm founded in 2018, unveiled this first fully domestic high-performance RISC-V server processor designed for compute-intensive applications. The Lingyu CPU features 32 general-purpose computing cores working alongside eight specialized intelligent computing cores (LPUs) in a heterogeneous "one-core, dual architecture" design. It aims for performance comparable to current x86 server processors, with the chip implementing optimized data pathways and enhanced pipelining mechanisms to maintain high clock frequencies under computational load. The architecture specifically targets maximum throughput for parallel processing workloads typical in data center environments. The chip aims to serve HPC clusters, all-flash storage arrays, and AI large language model inference operations.

Since its inception, RiVAI has accumulated 37 RISC-V-related patents and established partnerships with over 50 industry collaborators, including academic research relationships. Professor David Patterson, a RISC-V architecture pioneer, provides technical guidance to the company's development efforts. The processor's dual-architecture approach enables dynamic workload distribution between conventional processing tasks and specialized computational operations, potentially improving performance-per-watt metrics compared to traditional single-architecture designs. The Lingyu launch significantly advances China's semiconductor self-sufficiency strategy, potentially accelerating RISC-V ecosystem development while providing Chinese data centers with domestically engineered high-performance computing solutions, ultimately bypassing x86 and Arm solutions.

Cooler Master's GeForce RTX 5080 Custom Card Surfaces in China - Quad-slot Profile with Modular Fan System

Cooler Master (CM) showcased custom GeForce RTX 50-series graphics card designs at CES 2025, but advertised these compelling parts as included in high-end pre-built gaming rigs. Months later, finalized CM GeForce RTX 5080 stock has just rolled out in China—as demonstrated by 51972's blog post on Bilibili. A generous selection of uploaded photos were accompanied by the content creator's observations when tinkering with his sample unit's modular air cooling solution: "someone commented on the post this morning and suggested replacing it with a MasterFan or Mobius. I tried it too. I thought it could only support 12025 (slim) fans. When I disassembled it, I found that Cooler Master's designers/engineers had reserved screw limit holes at different heights."

Their description continued as follows: "I tried it and found that the (Phanteks) T30 could really be installed, but the thickness of the whole card reached a terrifying 9 cm. Outrageous." Cooler Master's innovative enclosure—when configured with the thickest third-party options—manages to "outgrow" nearby competition. 51972 compared CM's plucky new entrant to an ASUS ROG Astral RTX 5080 card; a very familiar premium-tier quad-slotter—albeit with a relatively "svelte" 7.6 cm profile. MSI's upper crust GeForce RTX 5080 SUPRIM cards arrived earlier this year, sporting the same shroud height dimension as equivalent Astral SKUs.

AMD Radeon RX 9070 GRE 12 GB Graphics Cards Allegedly in the Pipeline

AMD and its board partners cleared "phase one" of RDNA 4 earlier on in March, with the launch of Radeon RX 9070 Series graphics cards. At the tail end of special introductory events, Team Red representatives—on both sides of the Pacific—teased a second quarter release of lower end Radeon RX 9060 Series models. A handful of AIBs have registered multiple custom Radeon RX 9060 XT 16 GB and 8 GB SKUs, so expectations have been set for an imminent arrival. A fresh insider leak suggests that AMD has something else Navi 48 GPU-related in the pipeline; possibly scheduled for launch before rumored Radeon RX 9060 XT cards. Earlier today, IT Home picked up on chatter regarding a mysterious Radeon RX 9070 GRE model. Apparently Zhongzheng Computer (note: machine translated name) issued an intriguing tidbit on its WeChat official account—the March 9 bulletin stated: "friends who don't have enough budget for Radeon RX 9070 XT can wait for RX 9070 GRE, which will have a better price-performance ratio. Radeon RX 9060 XT will have to wait for a while."

Based on this news, VideoCardz believes that Chinese market stock of custom Radeon RX 9070 16 GB (non-XT) cards was not topped up last week. Local sources have observed regional market conditions with almost zero availability—conjecture points to Team Red's local office "deliberately" paving the way for "gap-filling" Radeon RX 9070 GRE 12 GB options. As reported by TechPowerUp on multiple occasions, AMD's "GRE" (aka Golden Rabbit Edition) nomenclature debuted with their introduction of a Radeon 7900 GRE 16 GB model back in 2023—the Year of the Rabbit. This (now) very out-of-date naming scheme was revised earlier this year—with a modernized abbreviation of "Great Radeon Edition." Benchlife.info weighed in on rumors regarding a new-generation GRE package: "(it) uses the same Navi 48 die, that is, the RDNA 4 GPU architecture, as the Radeon RX 9070 XT and Radeon RX 9070 currently on sale, but the memory will be reduced to 12 GB and the memory interface will be 192-bit. Our sources have informed us that the Radeon RX 9070 GRE 12 GB is currently being planned by AIB partners and is ready to enter mass production." VideoCardz has kindly assembled a relevant comparison chart—see below. Naturally, these theorized specifications place the incoming GRE somewhere in between the already released Radeon RX 9070 16 GB cards, and a rumored Radeon RX 9060 XT class.

GMKtec EVO-X2 Pre-orders Begin April 7, $2000+ Price Tag Revealed for Ryzen AI "Strix Halo" APU-powered Mini PC

Over the past weekend, GMKtec's Weibo channel announced that pre-orders for its recently unveiled EVO-X2 mini PC model will start on April 7 (through JD.com), for customers located in China. Almost two weeks ago, the manufacturer boasted about its brand-new offering being the "world's first AI mini PC" equipped with AMD's Ryzen AI "Strix Halo" Max+ 395 APU. Extra international attention was gained, due to Lisa Su's autographing of a showcased unit during proceedings at the 2025 AI PC Innovation Summit (held on March 18, in Beijing). Pricing and availability were not mentioned during this press event, but GMKtec's Saturday (March 29) bulletin has revealed a (roughly) $2067 USD price point for the EVO-X2 launch model.

The manufacturer's blog entry stated that the: "EVO-X2 AI supercomputing host is coming, 128 GB + 2 TB priced at 14999 yuan, pricing reconstructs the desktop computing power boundary! Equipped with AMD Ryzen AI Max+ 395 flagship processor, 16-core 32-thread architecture with 5.1 GHz acceleration frequency, combined with 128 GB LPDDR5X memory and 2 TB high-speed storage, it can realize local deployment of 70 billion parameter large models, and AI performance exceeds NVIDIA's GeForce RTX 5090D graphics card." This potent compact AI-crunching solution is tempered by GMKtec's "innovative" Arctic Ocean cooling system. They advertise this design as using: "dual-turbofans and VC heat sinks to achieve silent heat dissipation at a peak power consumption of 140 W. The body adopts a recycled aluminium suspension design, equipped with HDMI, DP and USB4 interfaces, and supports Wi-Fi 6 + 2.5G network access." The brand has not yet announced an international release, but their EVO-X2 mini PC could face serious competition. Late last month, Framework debuted its Desktop product range—consisting of configurable 4.5L Mini-ITX systems—with a top-end Ryzen AI Max+ 395 (128 GB) model starting at $1999.

SMIC Reportedly On Track to Finalize 5 nm Process in 2025, Projected to Cost 40-50% More Than TSMC Equivalent

According to a report produced by semiconductor industry analysts at Kiwoom Securities—a South Korean financial services firm—Semiconductor Manufacturing International Corporation (SMIC) is expected to complete the development of a 5 nm process at some point in 2025. Jukanlosreve summarized this projection in a recent social media post. SMIC is often considered to be China's flagship foundry business; the partially state-owned organization seems to heavily involved in the production of (rumored) next-gen Huawei Ascend 910 AI accelerators. SMIC foundry employees have reportedly struggled to break beyond a 7 nm manufacturing barrier, due to lack of readily accessible cutting-edge EUV equipment. As covered on TechPowerUp last month, leading lights within China's semiconductor industry are (allegedly) developing lithography solutions for cutting-edge 5 nm and 3 nm wafer production.

Huawei is reportedly evaluating an in-house developed laser-induced discharge plasma (LDP)-based machine, but finalized equipment will not be ready until 2026—at least for mass production purposes. Jukanlosreve's short interpretation of Kiwoom's report reads as follows: (SMIC) achieved mass production of the 7 nm (N+2) process without EUV and completed the development of the 5 nm process to support the mass production of the Huawei Ascend 910C. The cost of SMIC's 5 nm process is 40-50% higher than TSMC's, and its yield is roughly one-third." The nation's foundries are reliant on older ASML equipment, thus are unable to produce products that can compete with the advanced (volume and quality) output of "global" TSMC and Samsung chip manufacturing facilities. The fresh unveiling of SiCarrier's Color Mountain series has signalled a promising new era for China's foundry industry.

AMD Radeon RX 9070 XT Reference PCB Design Revealed via Leak, Compared to Similar Sapphire PULSE Board

AMD Radeon RX 9070 XT and RX 9070 "MBA" models have turned up for sale through Chinese black market channels; with local PC hardware enthusiasts quickly snapping up these "reference design" curios—for "scientific" analysis, and in some cases: bragging rights. Officially, Team Red has relied on its board partners to produce an all-custom first wave of RDNA 4 gaming graphics cards. Recent discoveries of authentic-looking "Made by AMD" specimens suggested a very limited distribution of first-party units to trusted partners. According to a fresh ITHome news article, Team Red's Radeon RX 9070 XT reference PCB design was fully revealed via a comprehensive teardown. Kyogre shared heavily watermarked photos with the online publication; showcasing their disassembly of a "leaked" example.

Team Red's proprietary triple-fan cooling solution and backplate were removed; leading to the exposure of gory innards. ITHome provided a quick rundown visual clues—the analyzed unit features: "dual PCIe 8-Pin power supply interfaces, and a black shell with a tough and simple shape. It is about three slots thick and is equipped with a rear open and ventilated cooling backplane with a core back frame...Looking deeper into the internal structure of the graphics card, we can find that this graphics card is equipped with five heat pipes, the corresponding position of the GPU core uses a copper base, and the surrounding memory positions are also in contact with the metal frame through thermal pads. In addition, it is equipped with four video output interfaces."

NVIDIA H20 AI GPU at Risk in China, Due to Revised Energy-efficiency Guidelines & Supply Problems

NVIDIA's supply of Chinese market-exclusive H20 AI GPU faces an uncertain future, due to recently introduced energy-efficiency guidelines. As covered over a year ago, Team Green readied a regional alternative to its "full fat" H800 "Hopper" AI GPU—designed and/or neutered to comply with US sanctions. Despite being less performant than Western siblings, the H20 model proved to be highly popular by mid-2024—industry analysis projected "$12 billion in take-home revenue" for NVIDIA. According to a fresh Reuters news piece, demand for cut-down "Hopper" hardware has surged throughout early 2025. The report cites "a rush to adopt Chinese AI startup DeepSeek's cost-effective AI models" as the main cause behind an increased snap up rate of H20 chips; with the nation's "big three" AI players—Tencent, Alibaba and ByteDance—driving the majority of sales.

The supply of H20 AI GPUs seems to be under threat on several fronts; Reuters points out that "U.S. officials were considering curbs on sales of H20 chips to China" back in January. Returning to the present day, their report sources "unofficial" statements from H3C—one of China's largest server equipment manufacturers and a key OEM partner for NVIDIA. An anonymous company insider outlined a murky outlook: "H20's international supply chain faces significant uncertainties...We were told the chips would be available, but when it came time to actually purchase them, we were informed they had already been sold at higher prices." More (rumored) bad news has arrived in the shape of alleged Chinese government intervention—the Financial Times posits that local regulators have privately advised that Tencent, Alibaba and ByteDance not purchase NVIDIA H20 chips.

ZOTAC China Launches X-Gaming GeForce RTX 5070 Ti & 5070 Models

To Western audiences, ZOTAC's X-Gaming graphics card product line is not a well known quantity—a search of TechPowerUp's news archive produces one result (from 2021). As reported by VideoCardz, X-Gaming models are only available to buy in China. Roughly two months ago, the Hong Kong-headquartered manufacturer teased four new designs based on NVIDIA's emerging GeForce RTX 50-series "Blackwell" GPUs. As mentioned during our very recent coverage of ZOTAC's GeForce RTX 5080 Apocalypse OC model, the brand introduced familiar SOLID and AMP Extreme INFINITY families. A 2025 refresh of the company's "youthful" X-Gaming series was advertised as a subversion of: "the coldness of traditional graphics card industrial design through high-saturation contrasting color splicing, modular geometric segmentation and other techniques."

Since its beginnings, X-Gaming's core design concept is described as "breaking the dimensional wall between hardware and fashion." ZOTAC's local branch has just released brand-new X-Gaming GeForce RTX 5070 Ti and RTX 5070 SKUs, in factory-overclocked and standard/reference configurations. VideoCardz believes that the GeForce RTX 5080 X-Gaming OC model launched—in China—earlier in the year. So far, all of the launched variants share the same visual theme—ZOTAC cites "inspiration" from a famous source: "the GeForce RTX 50 X-Gaming series graphics cards have a white base and large areas of contrasting colors. The front pattern design is inspired by the well-known artist Mr. Doodle (aka Sam Cox), whose iconic intensive linearism style is accurately restored on the X-Gaming: the front of the graphics card is covered with hundreds of lines, and the seemingly disordered graffiti combination creates a vibrant visual effect. Through a special printing process, the front pattern presents a unique visual effect under different light angles, further increasing the texture and layering of the card's appearance." Regional ZOTAC enthusiasts expected the GeForce RTX 5070 Ti option to borrow its "larger" sibling's robust cooling solution, but the GB203 GPU-based model makes do with a thinner shroud profile—also present on the GeForce RTX 5070 (non-Ti) X-Gaming SKU.

AX Gaming Expands GeForce RTX 5070 Rebel Lineup with New "X2W" Model

So far, AX Gaming has mainly released triple-fan cooled custom GeForce RTX 50-series graphics cards under their "Rebel" product line. For example, TechPowerUp's GPU database lists a GeForce RTX 5070 X3W SKU—promo images showcase fairly straightforward white shroud and backplate designs; somewhat belying the family's namesake. Earlier today, VideoCardz put a spotlight on an extravagantly-decorated sibling—the X2W. TechPowerUp's news archive seems to lack in AX Gaming content, but a forumite correctly informed others about this sub-brand existing under the umbrella of Inno3D. The Singaporean AIB launched its AX Gaming off-shoot a few years ago; with its main market focus being China.

The freshly revealed AX Gaming Rebel GeForce RTX 5070 X2W 12 GB model sports a very busy shroud design; thus effortlessly distinguishing itself from nearby plain triple-fan products. Mayan civilization-inspired graffiti graphics are spreads across the card's front face. This funky aesthetic is also present on the model's retail packaging. Interestingly, the two cooling fans are adorned with a hand graphic; clutching a modern gamepad. Disappointingly, the manufacturer has not applied this loud patterning onto the X2W's backplate—we are looking at a mostly white landscape adorned with some sort of Rebel series emblem and "GeForce RTX" text. AX Gaming's specification sheet indicates that their X2W SKU sticks to NVIDIA's reference specifications. The manufacturer's "Punk 4.0" cooling system consists of two fans, paired with a heatsink that features five heatpipes. VideoCardz reckons that the housed PCB also exists within Inno3D's RTX 5070 TWIN X2 cards.

Redesigned Q-Release Slim System Incoming - ASUS Confirms Debut on "New X870 Motherboards"

Over a week ago, ASUS "quietly" unveiled a revamped Q-Release Slim mechanism—eagle-eyed hardware media outlet—Uniko's Hardware—spotted this revised quick release PCIe system on a freshly detailed premium ROG CROSSHAIR X870E APEX motherboard model. Wider press reportage jumped on the manufacturer's mixed bag of official responses; regarding reported damage inflicted by a "problematic" design. The ASUS North American office downplayed the severity of this matter, while colleagues in China launched a fairly comprehensive compensation program. According to VideoCardz, the latter organization has confirmed—as of last week—that a problem-free/improved Q-Release Slim system is on the way.

On Monday, Tweakers divulged its direct communication with ASUS—a spokesperson answered the Dutch site's query: "yes, a change has been made to the Q-Release Slim system for new X870 motherboards. Based on user feedback, we have modified the PCIe slot for the Q-Release Slim system, including removing a metal component to reduce the possibility of damage to the video card." The company representative noted that newly introduced/attached stickers will inform users about "correct system usage." Based on the aforementioned ASUS statement, Tweakers reported: "that both the original and revised versions of the system have been extensively tested and that users should study the included documentation to use the Q-Release Slim system properly. According to the manufacturer, both versions of the technology meet 'industry standards for wear resistance'." That last point suggests that ASUS will not be issuing a wide recall of currently released boards that feature original Q-Release Slim mechanisms.

Chinese SiCarrier Shows a Complete Silicon Manufacturing Flow: Deposition, Etching, Metrology, Inspection, and Electrical Testing

SiCarrier, a Huawei-backed Chinese semiconductor tool manufacturer, has launched a comprehensive suite of semiconductor manufacturing tools at this year's Semicon China. These tools are strategically essential to China's semiconductor self-sufficiency and a major step towards competitive nodes from the mainland. The new lineup spans multiple categories: optical inspection, deposition, etch, metrology, and electrical performance testing. Until now, Chinese chipmakers often depended on older-generation foreign equipment, but SiCarrier's new lineup promises domestic alternatives tailored to modern manufacturing processes. The tools address every stage of semiconductor fabrication, from inspecting microscopic defects to etching intricate circuits.

For quality control, SiCarrier's Color Mountain series functions like a high-powered microscope, using intense lighting and advanced imaging algorithms to examine both sides of silicon wafers for flaws as small as dust particles. Complementing this, the Sky Mountain series ensures the perfect alignment of circuit layers, which need perfect stacking, using diffraction-based measurements (analyzing light patterns) and direct image comparisons. The New Mountain suite combines specialized tools to analyze materials at the atomic level. One standout is the atomic force microscope (AFM), which maps surface topography with a nanoscale "finger," while X-ray techniques (XPS, XRD, XRF) act like forensic tools, revealing the chemical composition, crystal structure, and elemental makeup.

China Leads as Global Semiconductor Fab Investment Expected to Reach $110B in 2025

Global fab equipment spending for front-end facilities in 2025 is anticipated to increase by 2% year-over-year (YoY) to $110 billion, marking the sixth consecutive year of growth since 2020, SEMI announced today in its latest quarterly World Fab Forecast report.

Fab equipment spending is projected to rise by 18% in the following year, reaching $130 billion. This growth in investment is driven not only by demand in the high-performance computing (HPC) and memory sectors to support data center expansions, but also by the increasing integration of artificial intelligence (AI), which is driving up the silicon content required for edge devices.

AMD-built Radeon RX 9070 non-XT Tested Out by Chiphell Member

Around late January, out-of-date AMD marketing material teased the existence of a Radeon RX 9070 series reference card design. Almost a month later, PC hardware news outlets picked up on an official signal about Team Red's launch lineup consisting entirely of board partner-produced options. First-party enthusiasts were disappointed by the apparent total lack of "Made by AMD" (MBA) solutions, but some unusual specimens appeared online roughly two weeks post-RDNA 4's launch. Reports pointed to triple-fan Radeon RX 9070 XT and dual-fan RX 9070 MBA cards being exchanged for cash via Chinese black market channels. Photographed examples seemed to sport a somewhat muted black shroud design—not quite as exciting when compared to AMD's marketed/rendered brushed metal effect promo units.

Members of the Chiphell forum have spent months leaking many aspects of Team Red's foray into a new generation of graphics architecture—going back to the days of old nomenclature: Radeon RX 8800 XT. Yesterday, one participant revealed their fresh purchase of a Radeon RX 9070 non-XT MBA card. They sold their old GeForce RTX 4070 SUPER 12 GB graphics card, in favor of Navi 48 GPU-based OEM hardware. The post focused mainly on photo uploads and screenshots, but a brief description stated: "purchased at original price (TPU note: presumably 4499 RMB), room temperature is 16 degrees Celsius. Dual fans on the front. The back panel has an AMD logo, but it's a sticker." As theorized by VideoCardz, AMD likely produced a limited number of pre-release "public" MBA cards. The publication reckons that partner companies have received a smattering of samples for evaluation or software development purposes. The presence of an old school Radeon logo (pre-RDNA era) is a head scratcher, given the unit's supposed first-party origin.

ZOTAC China Unveils GeForce RTX 5080 Apocalypse OC Model

Last week, ZOTAC's Chinese branch fully unveiled their GeForce RTX 5080 Apocalypse OC graphics card via a special regional giveaway. The brand's Weibo account detailed a JX Online 3-themed competition, with the brand-new "elegant + powerful" card advertised as featuring: "a very beautiful mecha appearance, luxurious materials, and excellent performance." The Hong Kong-based manufacturer started to tease its new-gen Apocalypse model back in January, alongside familiar SOLID and AMP Extreme INFINITY offerings. Lucky winners will be getting their hands on one of ZOTAC's most extravagant shroud designs.

The latest iteration seems to sport a slightly evolved take on a previous-gen offering: ZOTAC's RTX 4080 Apocalypse OC SKU (see last photo below). We are likely looking at another quad-slot behemoth, with a sizeable ARGB ring surrounding the card's central cooling fan. The brand's design team has decided to go with a white backplate (instead of black), decorated with angular "mecha" graphics, while the shroud sports a few gold sections. Curiously, the latest setup seems to lack rear-mounting points for two extra mini-ARGB cooling fans placed over backplate cutouts—as seen on Ada Lovelace-era options. ZOTAC's January teaser hinted about Apocalypse SKUs emerging across their GeForce RTX 50-series stack (5090 down to 5070)—VideoCardz has heard murmurs about a possible RTX 5070 Ti variant being released in the near future. At the time of writing, ZOTAC China's website does not feature a dedicated GeForce RTX 5080 Apocalypse OC product page.

Square Enix Taking Legal Action to Prevent US Release of "Front Mission-style" Game

Square Enix's long-running Front Mission franchise was set to expand with an all-new entry—Front Mission 2089: Borderscape—first revealed back in April 2022. The Japanese multinational publisher announced BlackJack Studio as their chosen development partner on this fledgling project, destined for launch on mobile platforms (Android and iOS). Months later, this collaboration was terminated. Video game news outlets have picked up on a new-ish lawsuit; filed on March 13 in a Seattle, Washington court. Contained information indicates that Square Enix ended a licensing agreement and canceled development in October 2022. The 26-page legal document alleges that HK Ten Tree Limited (aka BlackJack Studio) had produced a "Front Mission-style" game that reuses assets from the shelved "2089: Borderscape" title.

BlackJack's Mecharashi IP is advertised on Steam as a: "mecha-themed tactical turn-based game. The game adopts a Front Mission-style combat system, where you can assemble mechas however you want, equip a wide selection of weapons, and choose your favorite pilots to engage in battle." According to the latest reports, Mecharashi/Metal Storm has already launched in China and Japan—a Western release is "coming soon." Square Enix seems intent on preventing the game from reaching a wider audience. According to Polygon, the Japanese video game giant has: "sent multiple DMCA takedown notices to get the game removed from storefronts; it was removed from Steam, but is back after a counter-claim was submitted. Square Enix said it also filed a lawsuit in Japanese court." Additionally, Square is seeking "maximum statutory damages of $150,000 for each copyright infringed." The Front Mission IP lives on in the shape of remakes—under license, Forever Entertainment S. A. developed and published Front Mission 1st: Remake (2022). Front Mission 2: Remake arrived roughly a year later, with Storm Trident S.A. taking care of development duties. Front Mission 3: Remake was unveiled last year at the Tokyo Game Show 2024.

Tencent Will Launch Hunyuan T1 Inference Model on March 21

Tencent's large language model (LLM) specialist division has announced the imminent launch of their T1 AI inference model. The Chinese technology giant's Hunyuan social media accounts revealed a grand arrival, scheduled to take place on Friday (March 21). A friendly reminder was issued to interested parties, regarding the upcoming broadcast/showcase: "please set aside your valuable time. Let's step into T1 together." Earlier in the week, the Tencent AI team started to tease their "first ultra-large Mamba-powered reasoning model." Local news reports have highlighted Hunyuan's claim of Mamba architecture being applied losslessly to a super-large Mixture of Experts (MoE) model.

Late last month, the company released its Hunyuan Turbo S AI model—advertised as offering faster replies than DeepSeek's R1 system. Tencent's plucky solution has quickly climbed up the Chatbot Arena LLM Leaderboard. The Hunyuan team was in a boastful mood earlier today, and loudly proclaimed that their proprietary Turbo S model had charted in fifteenth place. At the time of writing, DeepSeek R1 is ranked seventh on the leaderboard. As explained by ITHome, this community-driven platform is driven by users interactions: "with multiple models anonymously, voting to decide which model is better, and then generating a ranking list based on the scores. This kind of evaluation is also seen as an arena for big models to compete directly, which is simple and direct."

Server Market Revenue Increased 91% During the Q4 2024, NVIDIA Continues Dominating the GPU Server Space

According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, the server market reached a record $77.3 billion dollars in revenue during the last quarter of the year. This quarter showed the second highest growth rate since 2019 with a year-over-year increase of 91% in vendor revenue. Revenue generated from x86 servers increased 59.9% in 2024Q4 to $54.8 billion while Non-x86 servers increased 262.1% year over year to $22.5 billion.

Revenue for servers with an embedded GPU in the fourth quarter of 2024 grew 192.6% year-over-year and for the full year 2024, more than half of the server market revenue came from servers with an embedded GPU. NVIDIA continues dominating the server GPU space with over 90% of the total shipments with and embedded GPU in 2024Q4. The fast pace at which hyperscalers and cloud service providers have been adopting servers with embedded GPUs has fueled the server market growth which has more than doubled in size since 2020 with revenue of $235.7 billion dollars for the full year 2024.

Lenovo Shows Custom Legion GeForce RTX 5090D and RTX 5080 Graphics Cards

Lenovo has listed two custom Legion GPUs designed specifically for its Legion 9000K gaming systems. These models—the RTX 5090D and RTX 5080—are available exclusively in the Chinese market and are not intended for the DIY segment. The "D" designation in the RTX 5090D model signifies that the component adheres to specific regulatory standards required in China, hence Lenovo choosing it for their China-exclusive systems. Both GPUs incorporate a cooling solution that spans four expansion slots and utilizes three fans, complemented by CNC-machined metal shrouds and full backplates. While detailed parameters such as core and memory clock speeds have not been disclosed, the two models differ in their GPU architectures: the RTX 5090D is built around the larger GB202 die, and the RTX 5080 uses the smaller GB203 silicon.

Both cards employ a single 16-pin power connector and are expected to operate at standard factory settings without factory overclocking dialed in yet. But with a massive cooler configuration, it should be an easy thing to do. Regarding computational capability, the RTX 5090D delivers up to 2,375 TOPS, supporting gaming tasks and localized AI processing. These GPUs are integrated within systems powered by Intel's Core Ultra 200K series processors. System configurations start at 22,499 RMB (approximately $3,100) for units featuring the RTX 5080 paired with a Core Ultra 7 265K processor and 32 GB of RAM. In contrast, configurations with the RTX 5090D, Core Ultra 9 285K processor, and 64 GB of RAM are priced at 41,999 RMB (roughly $5,820). Lenovo has also indicated that mid-range RTX 5070 variants are planned for future releases and that final production units may vary slightly from the initial promotional renders of these cards.

Yeston Predicts Stabilization of Radeon RX 9070 Series Supply After April

Coverage of Radeon RX 9070 XT and RX 9070 launch batches has mainly focused on Western market conditions, with little insight into goings-on in China. AMD and board partners held a special RDNA 4 kick-off event in Beijing at the end of February, roughly twelve hours in advance of their international presentation. According to VideoCardz, initial supplies of Yeston's Sakura and Sakura Atlantis graphics cards were snapped up quickly by regional customers. The Chinese AIB specializes in brightly-hued shroud and backplate designs, often decorated with "waifu" illustrations and miscellaneous cute graphics. Unfortunately, interested parties from abroad are limited to importing from local retail platforms.

Yeston's social media accounts have alerted potential customers to re-stocks and connected developments—their latest bulletin hints about an improved situation, following another swift depletion of refreshed stock: "hello everyone! Thank you for the support! We have received a lot of messages and would love to inform you now the supply is unstable, but we will restock every week. Please don't be frustrated if you didn't get it. The supply will become stable and continue to be available after April." Interestingly, this morning's message did not touch upon the controversial topic of price hikes. At launch, Yeston's latest Navi 48 GPU-based offerings conformed or floated just above Team Red baseline MSRP (including VAT)—4999 RMB (~$686 USD) for XT, 4499 RMB (~$617 USD) for non-XT—likely boosting demand around that time. Last week, AMD board partners in Japan expressed concerns about current supply constraints—GPU market share in that region had climbed to ~45%, due to the popularity of RX 9070 Series graphics cards. Team Red could lose ground if GPU allocation limitations continue.

AMD Radeon RX 9070 non-XT "Made by AMD" OEM Design Pictured

Last week, we got a leaked picture of AMD's reference/OEM/Made by AMD (MBA) design of the Radeon RX 9070 XT in China. However, we have a non-XT card on the menu today, with the reference design also pictured in China. We already know that AMD is not releasing any MBA reference designs of its latest Radeon RX 9000 series GPUs based on the RDNA 4. However, the Chinese black market is the place to be when it comes to finding these MBA cards, probably manufactured in high double-digit or low tripe-digits of units. AMD usually has one of its AIB partners manufacture these for OEM integrated system distribution or partner testing/software optimization.

Pictured below is the Radeon RX 9070 non-XT GPU with an all-black shroud. Unlike official renders, this design is much more toned down. The official render shows a black/gray color combination with an LED-illuminated Radeon logo. However, the official version appears with only a simple aesthetic, without a hint of LED illumination. The card wasn't pictured running, but we assume that there is no LED illumination. Below, you can compare the pictured/leaked Radeon RX 9070 GPU with the official render.

Huawei/HiSilicon Kirin "X90" SoC Mentioned in Chinese Government Document

A mysterious HiSilicon Kirin X90 processor was included in a Chinese state report; the official assessment document seems to cover the topics of native CPU reliability and security. Jukanlosreve—a keen watcher of semiconductor industry inside tracks—highlighted the unannounced technology on social media. They alerted TP Huang (aka tphuang) to this discovery, possibly in reaction to the latter's reporting of a wholly Huawei-designed AI laptop. Last week, we heard about a speculated portable enterprise PC series powered by Kunpeng-920 mobile processors. HiSilicon is a Chinese fabless semiconductor firm, operating under Huawei ownership—normally, their Kirin processors are designated as smartphone-based solutions. Industry watchdogs believe that company leadership is paving the way for a new generation of personal and server processors—their current Kunpeng-900 series debuted back in 2019, so natural successors are very likely in the development pipeline. Early last year, insiders proposed that Huawei had prioritized its Ascend 910B AI accelerator chip—despite these rumors, Kirin-related leaks continued to trickle out.

According to industry moles, HiSilicon tends to spread its custom Arm-based Taishan core design across modern Kirin and Kunpeng processor families. Based on Jukanlosreve's initial detective work, Tom's Hardware proposed a plausible outlook for the (leaked) chip's future. Their report theorized: "Huawei's server and PC divisions have been relatively quiet, as evidenced by the lack of new Kunpeng SoC designs. The new Kirin X90, despite its name, could be a possible successor, considering that Huawei is reportedly launching a new 'AI PC' with HarmonyOS next month. It's likely to be fabricated using SMIC's 7 nm process featuring Taishan V120 cores based on either the Armv8 or Armv9 architectures, which are not subject to the US trade ban." Instead of using an old hat Kunpeng-920 SoC, Huawei's forthcoming next-gen "Qingyun" AI laptop could be equipped with a Kirin X90 APU—Tom's Hardware foresees an Apple MacBook-esque "integration of custom hardware and software" with the Chinese tech firm's fully in-house developed model.
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