China is reacting to new outbreaks of the Omicron variant of the Coronavirus with partial lockdowns. This could further delay the availability of laptops with 12th Gen Intel Core processors and NVIDIA's Ti graphics cards, which debuted at the beginning of the year. The first factories have already been closed in Suzhou in the east of the country. Supply chain and logistics bottlenecks, a shortage of certain chip types and price increases are already on the horizon.

Up until a few weeks ago, Taiwan had been largely spared from local spread of the Coronavirus, but the Omicron variant has bypassed the defences that were set up to prevent the virus from spreading. Although the amount of verified cases are still comparatively very low, there's a cluster of over 100 cases confirmed in a free trade zone near the Taoyuan airport, which has so far mostly affected Askey, but other companies in the same free trade zone have had their staff tested and are waiting for the results. As a preventive measure, TSMC, UMC and other companies are already implementing working from home rules for staff that aren't critical to production.

TSMC already started what they call epidemic prevention measures last week and called off unnecessary face to face meetings, paused international business trips and limited local business trips, among other things. TSMC has also stopped all regional shuttle buses between its various locations in Taiwan, as well as local shuttle buses between plants, to help prevent any potential spread. The company is also said to have closed most of its staff facilities and even suspended its Chinese New Year party, which is one of the highlights for many workers in Taiwan, largely due to the giveaways that the companies are doing, in addition to any bonuses that are being paid around this time of the year. Time will tell if Taiwan can continue to stave off the virus, but to date, 73.2 percent of the population has taken two shots of vaccine, although the government is already pushing for a third dose, largely because most people have received the AstraZeneca vaccine which is considered as giving less protection against the Omicron variant. It should be noted that neither TSMC or UMC have any chip plats in Taoyuan, but TSMC does have a backed fab at the opposite end of Taoyuan.

Jon Peddie Research reports the growth of the global PC-based Graphics Processor Units (GPU) market reached 101 million units in Q3'21 and PC CPUs shipments increased by 9% year over year. Overall, GPUs will have a compound annual growth rate of -1.1% during 2020-2025 and reach an installed base of 3,249 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 31%.

AMD's overall market share percentage from last quarter increased 1.4%, Intel's market share decreased by -6.2%, and Nvidia's market share increased 4.86%, as indicated in the following chart.

TrendForce's investigations find that India has become the second largest market for smartphones since 2019. However, the recent worsening of the COVID-19 pandemic in the country has severely impaired India's domestic economy and subsequently dampened various smartphone brands' production volume and sales (sell-in) performances there. TrendForce is therefore revising the forecasted YoY growth in global smartphone production for 2021 from 9.4% down to 8.5%, with a yearly production volume of 1.36 billion units and potential for further decreases going forward.

TrendForce further indicates that the top five smartphone brands (Samsung, Apple, Xiaomi, OPPO, and Vivo) have either set up assembly plants in India or sought assistance from EMS providers with operations in the country. Hence, the share of made-in-India smartphones has been on the rise over the years, even though the majority of the domestically manufactured devices are still for meeting the demand of the home market. Judging from the current state of Indian smartphone manufacturing, TrendForce expects the second wave to reduce the country's smartphone production volume for 2Q21 and 3Q21 by a total of 12 million units, in turn resulting in a 7.5% YoY decrease in smartphone production in India for the whole year.

Intel today announced that Lawrence Livermore National Laboratory (LLNL) will leverage Intel Xeon Scalable processors in "Ruby," its latest high performance computing cluster. The Ruby system will be used for unclassified programmatic work in support of the National Nuclear Security Administration's (NNSA) stockpile stewardship mission, for researching therapeutic drugs and designer antibodies against SARS-CoV-2, the virus that causes COVID-19, and for other open science work at LLNL.

Ruby was built in collaboration with Intel, LLNL, Supermicro and Cornelis Networks. The system consists of more than 1,500 nodes, each outfitted with Intel Xeon Scalable processors, and features 192 gigabytes of memory. Ruby will deliver 6 petaflops of peak performance and is expected to rank among the world's top 100 most powerful supercomputers.

Los Alamos National Laboratory has completed the installation of a next-generation high performance computing platform, with aim to enhance its ongoing R&D efforts in support of the nation's response to COVID-19. Named Chicoma, the new platform is poised to demonstrate Hewlett Packard Enterprise's new HPE Cray EX supercomputer architecture for solving complex scientific problems.

"As extensive social and economic impacts from COVID-19 continue to grip the nation, Los Alamos scientists are actively engaged in a number of critical research efforts ranging from therapeutics design to epidemiological modeling," said Irene Qualters, Associate Laboratory Director for Simulation and Computing at Los Alamos. "High Performance Computing is playing a critical role by allowing scientists to model the complex phenomena involved in viral evolution and propagation."

Due to the impact of the coronavirus on semiconductor supply and demand, worldwide semiconductor revenue is forecast to decline 0.9% in 2020, according to Gartner, Inc. This is down from the previous quarter's forecast of 12.5% growth.

"The wide spread of COVID-19 across the world and the resulting strong actions by governments to contain the spread will have a far more severe impact on demand than initially predicted," said Richard Gordon, research practice vice president at Gartner. "This year's forecast could have been worse, but growth in memory could prevent a steep decline."

A consortium of UK game development studios have partnered with the UK government to promote safe Coronavirus lockdown measures. Activision Blizzard, Codemasters and Rebellion will work with the UK Government to feature messaging from Public Health England's 'Stay Home Save Lives' campaign in their games.

The first of these additions can be seen in Dirt Rally 2.0 where the 'Stay Home Save Lives' message is featured prominently on the in-game banners at the start of the track. The government hopes that by placing these ads, young people will follow the lockdown instructions.

Samsung's 3 nm manufacturing has already given fruits to the company, with the South Korean giant already achieving risk production at the start of this year. The company previously projected volume production of their 3 nm process to start in early 2021. However, in a report via DigiTimes, this goal may have slipped to 2022 in wake of the coronavirus pandemic.

According to the news outlet, industry sources point this delay not to Samsung's fault in the manufacturing process, but to the entire logistics movement that has to be conducted in ramping up production of a new node. Impacts on logistics and transportation services are causing delays to deliveries of EUV and other critical production equipment, without which Samsung will be hard pressed to achieve its volume production goal. How this will ultimately affect Samsung's bottom line and revenue projections remains to be seen, but this won't do any favors to the company's high-density fabrication tech - especially if rival TSMC somehow manages to skirt these issues.

If there is one thing that the internet has done well, and well indeed, is bridging gaps in geography. That globalization is a well-studied phenomenon is a lapalissian truth; however, as humans, we sometimes tend to take what achievements have been made through technology for granted. Whether to bridge social distancing between parents or lovers through this quarantine, or enabling companies to remain with a semblance of (and sometimes higher than before) productivity, technology has once again come to the rescue. Physical distancing and seclusion does not equate to social distancing, after all.

This has been evidenced by the most recent market studies conducted by both the NPD and IDC, where sales of technologies such as webcams, headsets, mics, and other camera-integrated products have seen a steep rise. Webcams, for one, have increased their sales by 179%; laptops and desktops have seen 40% increases; headsets tip the scales once again at 134% and a 138% increase in PC monitors. I wager many people (some of our readers included) may have even removed the post-it or electrical tape from their laptop webcams. When physical presence isn't possible, technologies can render distances slightly smaller.

2020's Game Developers Conference (GDC), originally set to be live from March 16th through March 20th, was one of the first tech shows to be cancelled in wake of the Sars-Cov-2 outbreak. Now, the organization has announced that the event has been rescheduled a full 5 months later for August 2020. The event has been set for a three-day "GDC Summer" still taking place in Moscone Center in San Francisco, USA, starting August 4th and ending August 6th. Passes for the exhibition are already available, with early takers being offered heavy discounts over the on-floor passes.

GDC has been the stage for a number of high-profile gaming and services announcements, with the 2019 edition seeing announcements for Google's Stadia, EPIC Games detailing new features for its Unreal engine, and AMD taking the lid of their (then) upcoming 3rd generation Ryzen CPUs. Intel was first expected to detail their Xe graphics architecture at GDC 2020. It remains to be seen whether the blue giant will still be doing so in wake of this delay, or if the company will find an in-house (albeit likely online) alternative to get word of mouth flowing on their upcoming high performance graphics architecture.