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Qualcomm Announces the Snapdragon 6 and 4 Gen 1

Qualcomm Technologies, Inc. announces Snapdragon 6 Gen 1 and Snapdragon 4 Gen 1 Mobile Platforms, providing advanced technology solutions to address the mid-tier and mass-volume segment. The Snapdragon 6 Gen 1 provides illuminating capture, hard-hitting game play, and intuitive AI assistance. It extends users' reach with expansive connectivity and sustained, efficient power and performance across the board. The latest 4-series platform, Snapdragon 4 Gen 1, offers impressive performance and AI to make interactions seamless and intuitive. Plus, this platform provides advanced photography features to enable striking capture, as well as improved connectivity so users can share endlessly.

"Both Snapdragon 6 and Snapdragon 4 provide upgrades in their respective series to enable advancements in capture, connectivity, entertainment, and AI. These new mobile platforms help our customers to deliver advanced solutions for consumers," said Deepu John, senior director, product management, Qualcomm Technologies, Inc.

Intel Meteor Lake Can Play Videos Without a GPU, Thanks to the new Standalone Media Unit

Intel's upcoming Meteor Lake (MTL) processor is set to deliver a wide range of exciting solutions, with the first being the Intel 4 manufacturing node. However, today we have some interesting Linux kernel patches that indicate that Meteor Lake will have a dedicated "Standalone Media" Graphics Technology (GT) block to process video/audio. Moving encoding and decoding off GPU to a dedicated media engine will allow MTL to play back video without the GPU, and the GPU can be used as a parallel processing powerhouse. Features like Intel QuickSync will be built into this unit. What is interesting is that this unit will be made on a separate tile, which will be fused with the rest using tile-based manufacturing found in Ponte Vecchio (which has 47 tiles).
Intel Linux PatchesStarting with [Meteor Lake], media functionality has moved into a new, second GT at the hardware level. This new GT, referred to as "standalone media" in the spec, has its own GuC, power management/forcewake, etc. The general non-engine GT registers for standalone media start at 0x380000, but otherwise use the same MMIO offsets as the primary GT.

Standalone media has a lot of similarity to the remote tiles present on platforms like [Xe HP Software Development Vehicle] and [Ponte Vecchio], and our i915 [kernel graphics driver] implementation can share much of the general "multi GT" infrastructure between the two types of platforms.

NVIDIA & Dell Deliver New Data Center Solution for Zero-Trust Security and the Era of AI

NVIDIA today announced a new data center solution with Dell Technologies designed for the era of AI, bringing state-of-the-art AI training, AI inference, data processing, data science and zero-trust security capabilities to enterprises worldwide. The solution combines Dell PowerEdge servers with NVIDIA BlueField DPUs, NVIDIA GPUs and NVIDIA AI Enterprise software, and is optimized for VMware vSphere 8 enterprise workload platform, also announced today.

"AI and zero-trust security are powerful forces driving the world's enterprises to rearchitect their data centers as computing and networking workloads are skyrocketing," said Manuvir Das, head of Enterprise Computing at NVIDIA. "VMware vSphere 8 offloads, accelerates, isolates and better secures data center infrastructure services onto the NVIDIA BlueField DPU, and frees the computing resources to process the intelligence factories of the world's enterprises."

AMD B650E "Extreme" Chipset Confirmed, Brings PCIe 5.0 for GPU and SSD

AMD's upcoming launch of Ryzen 7000 series processors will bring an entirely new AM5 platform that will enable newer technologies and protocols. We have DDR5 memory and PCIe 5.0 connection with everything at level five. However, the upcoming chipsets AMD has designed to work alongside the new processors will be available in several variants. There will be regular X670 and B650 versions that support either a PCIe 5.0 GPU or a PCIe 5.0 M.2 NVIMe SSD. Today, we got a confirmation that not only the big X670 chipset has an "E" or "Extreme" version, but its smaller brother B650 as well. With X670E and B650E, users get both PCIe 5.0 connectivity for their GPU and M.2 NVIMe SSD. For more information, we have to wait for AMD's official launch information later today.

Microsoft: No Plans to Increase Xbox Console Pricing

Considering Sony's recently announced price hike for the PS5 (in whatever soil lies outside the U.S.), the question remained whether Microsoft would follow suit. Sony's claimed reasons for the price hike, stemming from rising inflation and increased production costs, are certainly general and actual enough that they could be true for any business. Yet it seems that Microsoft is either not operating in the same global landscape as Sony - or perhaps the company is merely more willing to shoulder the additional costs so as not to increase pricing.

Speaking with Windows Central, Microsoft clarified that "We are constantly evaluating our business to offer our fans great gaming options. Our Xbox Series S suggested retail price remains at $299 (£250, €300) the Xbox Series X is $499 (£450, €500)." Which is actually a great thing, especially considering that gamers around the world are still underserved in the amount of available PS5 and Xbox consoles that have been made available to buy. The Xbox stock situation has improved faster than that of the PS5, but there are still millions of gamers who haven't been able to get their hands on one or the other - and those still waiting for a PS5 console for no fault of their own are now dealing with increased pricing on an almost 2-year-old console.

Ansys and AMD Collaborate to Speed Simulation of Large Structural Mechanical Models Up to 6x Faster

Ansys announced that Ansys Mechanical is one of the first commercial finite element analysis (FEA) programs supporting AMD Instinct accelerators, the newest data center GPUs from AMD. The AMD Instinct accelerators are designed to provide exceptional performance for data centers and supercomputers to help solve the world's most complex problems. To support the AMD Instinct accelerators, Ansys developed APDL code in Ansys Mechanical to interface with AMD ROCm libraries on Linux, which will support performance and scaling on the AMD accelerators.

Ansys' latest collaboration with AMD resulted in a solution that, according to Ansys' tests, significantly speeds up simulation of large structural mechanical models—between three and six times faster for Ansys Mechanical applications using the sparse direct solver. Adding support for AMD Instinct accelerators in Ansys Mechanical gives customers greater flexibility in their choice of high-performance computing (HPC) hardware.

NVIDIA GeForce RTX 4080 Could Get 23 Gbps GDDR6X Memory with 340 Watt Total Board Power

NVIDIA's upcoming GeForce RTX 40 series graphics cards are less than two months from the official launch. As we near the final specification draft, we are constantly getting updates from hardware leakers claiming that the specification is ever-changing. Today, @kopite7kimi has updated his GeForce RTX 4080 GPU predictions with some exciting changes. First off, the GPU memory will get an upgrade over the previously believed specification. Before, we thought that the SKU used GDDR6X running at 21 Gbps; however, now, it is assumed that it uses a 23 Gbps variant. Faster memory will definitely result in better overall performance, and we are yet to see what it can achieve with overclocking.

Next, another update for NVIDIA GeForce RTX 4080 comes with the SKU's total board power (TBP). Previously we believed it came with a 420 Watt TBP; however, the sources of kopite7kimi claim that it has a 340 Watt TBP. This 60 Watt reduction is rather significant and could be attributed to NVIDIA's optimization to have the most efficient design possible.

TSMC has Seven Major Customers Lined Up for its 3 nm Node

Based on media reports out of Taiwan, TSMC seems to have plenty of customers lined up for its 3 nm node, with Apple being the first customer out the gates when production starts sometime next month. However, TSMC is only expected to start the production with a mere 1,000 wafer starts a month, which seems like a very low figure, especially as this is said to remain unchanged through all of Q4. On the plus side, yields are expected to be better than the initial 5 nm node yields. Full-on mass production for the 3 nm node isn't expected to happen until the second half of 2023 and TSMC will also kick off its N3E node sometime in 2023.

Apart from Apple, major customers for the 3 nm node include AMD, Broadcom, Intel, MediaTek, NVIDIA and Qualcomm. Contrary to earlier reports by TrendForce, it appears that TSMC will continue its rollout of the 3 nm node as previously planned. Apple is expected to produce the A17 smartphone and tablet SoC, as well as advanced versions of the M2, as well as the M3 laptop and desktop processors on the 3 nm node. Intel is still said to be producing its graphics chiplets with TSMC, with the potential for GPU and FPGA products in the future. There's no word on what the other customers are planning to produce on the 3 nm node, but MediaTek and Qualcomm are obviously looking at using the node for future smartphone and tablet SoCs, with AMD and NVIDIA most likely aiming for upcoming GPUs and Broadcom for some kind of HPC related hardware.

Intel Arc A380 Desktop Graphics Card Pre-Orders Open in USA for 139 USD

The Intel Arc Alchemist A380 desktop graphics card is now available to pre-order in the USA with Newegg listing ASRock's Challenger ITX model for 139.99 USD and shipping from August 22nd. The ASRock Arc A380 Challenger ITX 6GB OC is a custom design featuring a singular cooling fan and a GPU clock speed of 2250 MHz running at a 75 W TDP paired with a single 8-pin power connector. The card features PCIe 4.0 connectivity and 8 Xe-Cores alongside triple DisplayPort 2.0 connectors and a single HDMI 2.0b. The card will compete with the similarly priced NVIDIA GTX 1650 and the AMD Radeon RX 6400 as seen in our review of the GUNNIR Photon Arc A380 model.

MSI Introduces Prestige 16 Mini-LED Laptops with Alder Lake-P

MSI has updated its Prestige series lineup with new members, Prestige 16 and Prestige 16 EVO. Both in Urban Silver color and equipped with Intel 12th Gen Core i7 Processor, they are powerful productivity tools that business users can really appreciate.

The MSI Prestige 16 has a decent discrete GPU performance from NVIDIA GeForce RTX 3050 Ti, and is the first Prestige laptop that has a 16:10 ratio mini-LED panel. With the MSI True Color Technology, it reaches the high dynamic range (HDR) with DisplayHDR 1000 standard, which significantly expands the range of two important factors—contrast ratio and color accuracy. Thanks to Dynamic Cooler Boost, MSI's patented dual-fan thermal technology, Prestige 16/Prestige 16 EVO are powerful laptops that maintain less than 35 dB background noise. For business users who hold online conferences frequently, they can expect to have smooth video conferencing experience with the quadruple microphone and Ambient Light Sensor that come along with AI noise canceling solution.

Due to Chip Oversupply, NVIDIA Reportedly Resumes Production of RTX 3080 12 GB

NVIDIA has reportedly resumed production of its GA102-based RTX 3080 12 GB graphics cards, according to a Tweet from GPU leaker Zed__Wang. The reason cited has to do with oversupply of the company's GA102 chips, which powers the company's high-end lineup from the RTX 3080 through the RTX 3090 Ti (in all, there are six RTX 30-series cards powered by this chip, alongside the CMP 90HX mining-specific card, datacenter and AI inferencing accelerators A10, A10G, and A40, as well as the company's RTX A4500, A5000, A5500, and A6000 series for a total of 14 SKUs).

Oversupply, in this case, has more to do with contracting demand - not only is NVIDIA's next-gen RTX 40-series right around the corner, but the already-announced death of Ethereum's Proof of Work mining has flooded the market with second-hand RTX 30-series cards. This, alongside the already long-winded shelf-life of the RTX 30-series - which hit the market back in September 2020 - has led to contracting demand for NVIDIA's GPUs. Rampant inflation and general macroeconomic indicators also do little to instill confidence in the purchase of non-essential products.

Flagship Intel Arc A770 GPU Showcased in Blender with Ray Tracing and Live Denoising

Intel Arc Alchemist graphics cards span both gamer and creator/professional user market sector, where we witnessed Intel announce gamer and pro-vis GPU SKUs. Today, we are seeing the usage of the flagship Arc Alchemist SKU called A770 in Blender rendering with ray tracing enabled. The GPU is designed to have a DG2-512 GPU with 512 EUs, 4096 Shading Units, 16 GB of GDDR6 memory, and 32 Xe cores for ray tracing, be a powerhouse for games, and handle some professional software as well. At SIGGRAPH 2022, Bob Duffy, Intel's Director of Graphics Community Engagement, showcased a system with Arc A770 GPU running Blender Cycles with ray tracing and denoising.

While we don't have any comparable data to showcase, the system managed to produce a decent rendering in Blender 3.3 LTS release, using Intel's oneAPI. The demo scene had 4,369,466 vertices, 8,702,031 edges, 4,349,606 faces, and 8,682,950 triangles, backed by ray tracing and live denoising. We are yet to see more detailed benchmarks and how the GPU fares against the competition.

Intel Asks Xe-HPG Scavenger Hunt Winners to Accept a CPU In Lieu of Graphics Card

Remember that Xe-HPG Scavenger Hunt that Intel hosted last year? If you somehow missed it, Intel was maybe giving away some Arc graphics cards to 300 lucky winners. There were two different tiers of prizes, grand prize and first prize, which later ended up translating to an Arc A770 and an Arc A750 graphics card respectively. Now news via VideoCardz are suggesting that Intel is trying to get out of giving these 300 people their prize, well, at least the promised graphics card, in exchange for an Alder Lake CPU.

Intel has apparently sent out an email to the winners, asking them to accept an Intel Core i7-12700K if they were a grand prize winner or a Core i5-12600K if they were a first prize winner, instead of the promised graphics card. The winners have until Friday the 19th of August to decide if they want a CPU instead of a GPU, although Intel is apparently still allowing them to wait for a GPU, the company just doesn't say how long the wait will be. As the prize has to have a similar retail price, it's also possible to get a ballpark figure of the MSRP of Intel's supposedly upcoming Arc 700-series graphics cards. The Arc A770 should end up at around the $410 mark and the A750 around the $290 mark, as this is the ballpark MSRP for the CPU's that are being offered. It would be interesting to know how many people would be willing to do the trade, but sadly we're unlikely to ever find out.

Biren Technology Unveils BR100 7 nm HPC GPU with 77 Billion Transistors

Chinese company Biren Technology has recently unveiled the Biren BR100 HPC GPU during their Biren Explore Summit 2022 event. The Biren BR100 features an in-house chiplet architecture with 77 billion transistors and is manufactured on a 7 nm process using TSMC's 2.5D CoWoS packaging technology. The card is equipped with 300 MB of onboard cache alongside 64 GB of HBM2E memory running at 2.3 TFLOPs. This combination delivers performance above that of the NVIDIA Ampere A100 achieving 1024 TFLOPs in 16-bit floating point operations.

The company also announced the BR104 which features a monolithic design and should offer approximately half the performance of the BR100 at a TDP of 300 W. The Biren BR104 will be available as a standard PCIe card while the BR100 will come in the form of an OAM compatible board with a custom tower cooler. The pricing and availability information for these cards is currently unknown.

Fractal Design Expands Define 7 and Meshify 2 Case Lineup With Mini and Nano Models

Fractal Design have concentrated the essence of their Meshify 2 and Define 7 series to bring you four new cases - introducing a Mini and Nano form factor to each family. All four cases feature the same recognizable exterior design expressions as their larger siblings, while offering many of the quality-of-life features associated which each series. They also offer generous compatibility, accessibility, and flexibility, in space-conscious sizes - so you can develop your ideal Mini or Nano system.

The Meshify 2 Mini offers an excellent combination of airflow and flexibility, in a form-factor optimized for mATX. The bold yet refined exterior design, with its asymmetric angular mesh front, is complemented by a flush TG panel and a fully removable top. Its accessible and intuitive interior layout makes it easy and enjoyable to build a stylish, airflow-centric system.

Intel Arc Board Partners are Reportedly Stopping Production, Encountering Quality Issues

According to sources close to Igor Wallossek from Igor's lab, Intel's upcoming Arc Alchemist discrete graphics card lineup is in trouble. As the anonymous sources state, certain add-in board (AIB) partners are having difficulty adopting the third GPU manufacturer into their offerings. As we learn, AIBs are sitting on a pile of NVIDIA and AMD GPUs. This pile is decreasing in price daily and losing value, so it needs to be moved quickly. Secondly, Intel is reportedly suggesting AIBs ship cards to OEMs and system integrators to start the market spread of the new Arc dGPUs. This business model is inherently lower margin compared to selling GPUs directly to consumers.

Last but not least, it is reported that at least one major AIB is stopping the production of custom Arc GPUs due to quality concerns. What this means is yet to be uncovered, and we have to wait and see which AIB (or AIBs) is stepping out of the game. All of this suggests that the new GPU lineup is on the verge of extinction, even before it has launched. However, we are sure that the market will adapt and make a case for the third GPU maker. Of course, these predictions should be taken with a grain of salt, and we await more information to confirm those issues.

Intel Meteor Lake Reportedly Delayed Until End of 2023, Will Have Knock-On Effects for TSMC

Based on a report by TrendForce, Intel has yet again had to push back its upcoming Meteor Lake CPUs and it now appears that Intel will only be launching Meteor Lake towards the end of 2023. It's unclear why there has been yet another delay, but Intel is said to have cancelled most of its orders with TSMC for the 3 nm tGPU that Intel will have made at TSMC, for 2023. The knock-on effect of this, is that TSMC is said to be slowing down its production line expansion towards 3 nm, as the company is now unsure if it'll be able to fill its order books for all of 2023. TSMC's main customer for the 3 nm node is still going to be Apple, but with the loss of what is likely to be around six months worth of production from Intel, TSMC is said to be considering cutting its CapEx for 2023.

TSMC's other customers, such as AMD, MediaTek and Qualcomm aren't planning on moving to 3 nm until 2024, so unless there's a change in plans from either of these companies, or increased demand from Apple, TSMC is said to hit the brakes when it comes to starting up new, cutting edge production lines next year. TSMC is also likely to see reduced revenues during 2023 due to Intel's change of plans, although it's too early to make any assumptions. TrendForce also suggests that Intel might still use TSMC's 3 nm node as a backup plan, if Intel would fail to execute on moving to the Intel 4 process, but considering how complex it is to move a design between different foundry processes, this seems unlikely.

AMD Introduces Radeon Raytracing Analyzer 1.0

Today, the AMD GPUOpen announced that AMD developed a new tool for game developers using ray tracing technologies to help organize the model geometries in their scenes. Called Radeon Raytracing Analyzer (RRA) 1.0, it is officially available to download for Linux and Windows and released as a part of the Radeon Developer Tool Suite. With rendering geometries slowly switching from rasterization to ray tracing, developers need a tool that will point out performance issues and various workarounds in the process. With RRA, AMD has enabled all Radeon developers to own a tool that will answer many questions like: how much memory is the acceleration structure using, how complex is the implemented BVH, how many acceleration structures are used, does geometry in the BLAS axis align enough, etc. Developers will find it very appealing for their ray tracing workloads.
AMDRRA is able to work because our Radeon Software driver engineers have been hard at work, adding raytracing support to our Developer Driver technology. This means that once your application is running in developer mode - using the Radeon Developer Panel which ships with RRA - the driver can log all of the acceleration structures in a scene with a single button click. The Radeon Raytracing Analyzer tool can then load and interrogate the data generated by the driver, presenting it in an easy-to-understand way.

Supermicro Launches Multi-GPU Cloud Gaming Solutions Based on Intel Arctic Sound-M

Super Micro Computer, Inc., a global leader in enterprise computing, storage, networking, and green computing technology, is announcing future Total IT Solutions for availability with Android Cloud Gaming and Media Processing & Delivery. These new solutions will incorporate the Intel Data Center GPU, codenamed Arctic Sound-M, and will be supported on several Supermicro servers. Supermicro solutions that will contain the Intel Data Center GPUs codenamed Arctic Sound-M, include the 4U 10x GPU server for transcoding and media delivery, the Supermicro BigTwin system with up to eight Intel Data Center GPUs, codenamed Arctic Sound-M in 2U for media processing applications, the Supermicro CloudDC server for edge AI inferencing, and the Supermicro 2U 2-Node server with three Intel Data Center GPUs, codenamed Arctic Sound-M per node, optimized for cloud gaming. Additional systems will be made available later this year.

"Supermicro will extend our media processing solutions by incorporating the Intel Data Center GPU," said Charles Liang, President, and CEO, Supermicro. "The new solutions will increase video stream rates and enable lower latency Android cloud gaming. As a result, Android cloud gaming performance and interactivity will increase dramatically with the Supermicro BigTwin systems, while media delivery and transcoding will show dramatic improvements with the new Intel Data Center GPUs. The solutions will expand our market-leading accelerated computing offerings, including everything from Media Processing & Delivery to Collaboration, and HPC."

GIGABYTE Launches New G5/G7 Gaming Laptop

GIGABYTE TECHNOLOGY Co. Ltd, the global leading brand of PC, launches GIGABYTE Gaming G5/G7 gaming laptops equipped with 10nm Intel 12th Gen Processor today. A laptop to meet the wide range of needs in multitasking, gaming, and entertainment, with 12th Gen Intel Core i5-12500H laptop CPU, which is comprised of 12-core, 16 threads, and a maximum clock rate of 4.5GHz, to meet the needs for telecommuting and online classes, the purchase of high-performance laptops has been made easier with the adoption of Core i5-12500H, the Core i5 processor is powerful enough to effortlessly handle users' routines. Equipped with the graphics cards of NVIDIA GeForce RTX 30 Series, also introduces MUX switch graphics card switching technology, discrete GPU can be directly output to the display with just one click, which can easily improve the game performance and increase the frame rate in fierce game battles. For offering authentic gaming specifications and flexible expandability of hardware. The series can satisfy the user's needs for playing multiple roles in life.

Glenfly Details its Arise-GT10C0 Graphics Card

It's not only Intel that has been showing off new graphics cards recently, as Chinese company Glenfly has revealed more details about its Arise-GT10C0 graphics card. To be clear from the start, this is not a graphics card for gamers, but rather for the PRC government and its computers, as the nation is trying to become self-sufficient when it comes to computer hardware for its government agencies and other government backed organisations. The 28 nm GPU has a clock speed of a whopping 500 MHz and delivers 1.5 TFLOPs of FP32 performance, which places it firmly in yesteryear's performance category. Glenfly claims support for up to 4K resolution, althought this is most likely only for desktop use.

The GPU is paired with 2 or 4 GB of DDR4 memory with a clock speed of 1200 MHz, using either a 64 or a 128 bit memory interface. The actual cards have a PCIe 3.0 x8 interface and have support for unspecified HDMI and DP interfaces, as well as D-Sub VGA ports. Driver support includes DirectX 11, OpenGL 4.5 and OpenCL 1.2. The GPU is also said to have hardware offload support for HEVC and H.264 hardware encoding, as well as decoding for both formats, plus most other common video formats, although, oddly enough, support for AVS, which is China's homebrewed video codec, is missing. OS support includes various Chinese flavours of Linux, Ubuntu and Windows according to Glenfly and outside of the x86 processor world, MIPS and arm based processors are said be supported.

GPU Prices Continue Falling in China with Prices 20% Below MSRP

Graphics card prices continue to fall in China with NVIDIA & AMD holding excessive stock of RTX 3000/RX 6000 cards without enough consumers interested in buying them. The companies have resisted pressure to lower the official MSRP of these cards with most retailers now offering discounts of between 5% and 30%. The largest drops are with flagship cards such as the NVIDIA RTX 3090 Ti which is now available for 9499 RMB (1415 USD) which is 38% below MSRP while the AMD Radeon RX 6900 XT is 4999 RMB (744 USD) a 37.5% reduction. The prices for all graphics cards are now below MSRP with drops amounting to 20% on average for NVIDIA and 19% for AMD.

NVIDIA PrefixRL Model Designs 25% Smaller Circuits, Making GPUs More Efficient

When designing integrated circuits, engineers aim to produce an efficient design that is easier to manufacture. If they manage to keep the circuit size down, the economics of manufacturing that circuit is also going down. NVIDIA has posted on its technical blog a technique where the company uses an artificial intelligence model called PrefixRL. Using deep reinforcement learning, NVIDIA uses the PrefixRL model to outperform traditional EDA (Electronics Design Automation) tools from major vendors such as Cadence, Synopsys, or Siemens/Mentor. EDA vendors usually implement their in-house AI solution to silicon placement and routing (PnR); however, NVIDIA's PrefixRL solution seems to be doing wonders in the company's workflow.

Creating a deep reinforcement learning model that aims to keep the latency the same as the EDA PnR attempt while achieving a smaller die area is the goal of PrefixRL. According to the technical blog, the latest Hopper H100 GPU architecture uses 13,000 instances of arithmetic circuits that the PrefixRL AI model designed. NVIDIA produced a model that outputs a 25% smaller circuit than comparable EDA output. This is all while achieving similar or better latency. Below, you can compare a 64-bit adder design made by PrefixRL and the same design made by an industry-leading EDA tool.

NVIDIA GeForce RTX 40 Series Could Be Delayed Due to Flood of Used RTX 30 Series GPUs

NVIDIA's next generation of graphics cards, codenamed RTX 40 series, Ada Lovelace, is expected to arrive sometime in October. However, the latest information from the YouTube channel "Moore's Law Is Dead" suggests that NVIDIA could postpone the arrival of the new GPU generation to December. Why, you might be wondering? The report claims that the current GPU market is flooded with used GeForce RTX 30 series GPUs. Thus, NVIDIA could postpone the availability of the latest GPUs to keep the demand high and ensure that the market is searching for additional graphics cards.

Retailers are experiencing smaller demand as the used GPU market is full of devices used for cryptocurrency mining, and the recent crypto crash has helped the situation. What we could see is NVIDIA announcing Ada Lovelace GPUs in October, with availability arriving later in December. Of course, these are just the current industry rumors, and we are yet to see how the market and NVIDIA will respond.

Semiconductor Fab Order Cancellations Expected to Result in Reduced Capacity Utilization Rate in 2H22

According to TrendForce investigations, foundries have seen a wave of order cancellations with the first of these revisions originating from large-size Driver IC and TDDI, which rely on mainstream 0.1X μm and 55 nm processes, respectively. Although products such as MCU and PMIC were previously in short supply, foundries' capacity utilization rate remained roughly at full capacity through their adjustment of product mix. However, a recent wave cancellations have emerged for PMIC, CIS, and certain MCU and SoC orders. Although still dominated by consumer applications, foundries are beginning to feel the strain of the copious order cancellations from customers and capacity utilization rate has officially declined.

Looking at trends in 2H22, TrendForce indicates, in addition to no relief from the sustained downgrade of driver IC demand, inventory adjustment has begun for smartphones, PCs, and TV-related peripheral components such as SoCs, CIS, and PMICs, and companies are beginning to curtail their wafer input plans with foundries. This phenomenon of order cancellations is occurring simultaneously in 8-inch and 12-inch fabs at nodes including 0.1X μm, 90/55 nm, and 40/28 nm. Not even the advanced 7/6 nm processes are immune.
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