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Apple M3 Ultra Chip Could be a Monolithic Design Without UltraFusion Interconnect

As we witness Apple's generational updates of the M series of chips, the highly anticipated SKU of the 3rd generation of Apple M series yet-to-be-announced top-of-the-line M3 Ultra chip is growing speculations from industry insiders. The latest round of reports suggests that the M3 Ultra might step away from its predecessor's design, potentially adopting a monolithic architecture without the UltraFusion interconnect technology. In the past, Apple has relied on a dual-chip design for its Ultra variants, using the UltraFusion interconnect to combine two M series Max chips. For example, the second generation M Ultra chip, M2 Ultra, boasts 134 billion transistors across two 510 mm² chips. However, die-shots of the M3 Max have sparked discussions about the absence of dedicated chip space for the UltraFusion interconnect.

While the absence of visible interconnect space on early die-shots is not conclusive evidence, as seen with the M1 Max not having visible UltraFusion interconnect and still being a part of M1 Ultra with UltraFusion, industry has led the speculation that the M3 Ultra may indeed feature a monolithic design. Considering that the M3 Max has 92 billion transistors and is estimated to have a die size between 600 and 700 mm², going Ultra with these chips may be pushing the manufacturing limit. Considering the maximum die size limit of 848 mm² for the TSMC N3B process used by Apple, there may not be sufficient space for a dual-chip M3 Ultra design. The potential shift to a monolithic design for the M3 Ultra raises questions about how Apple will scale the chip's performance without the UltraFusion interconnect. Competing solutions, such as NVIDIA's Blackwell GPU, use a high-bandwidth C2C interface to connect two 104 billion transistor chips, achieving a bandwidth of 10 TB/s. In comparison, the M2 Ultra's UltraFusion interconnect provided a bandwidth of 2.5 TB/s.

Apple M-Series CPUs Affected by "GoFetch" Unpatchable Cryptographic Vulnerability

A team of academic researchers has uncovered a critical vulnerability in Apple M-series CPUs targeting data memory-dependent prefetcher (DMP) that could allow attackers to extract secret encryption keys from Macs. The flaw, called GoFetch, is based on the microarchitecture design of the Apple Silicon, which means that it cannot be directly patched and poses a significant risk to users' data security. The vulnerability affects all Apple devices powered by M-series chips, including the popular M1 and M2 generations. The M3 generation can turn a special bit off to disable DMP, potentially hindering performance. The DMP, designed to optimize performance by preemptively loading data that appears to be a pointer, violates a fundamental requirement of constant-time programming by mixing data and memory access patterns. This creates an exploitable side channel that attackers can leverage to extract secret keys.

To execute the GoFetch attack, attackers craft specific inputs for cryptographic operations, ensuring that pointer-like values only appear when they have correctly guessed bits of the secret key. By monitoring the DMP's dereference behavior through cache-timing analysis, attackers can verify their guesses and gradually unravel the entire secret key. The researchers demonstrated successful end-to-end key extraction attacks on popular constant-time implementations of both classical and post-quantum cryptography, highlighting the need for a thorough reevaluation of the constant-time programming paradigm in light of this new vulnerability.

VisionTek Unveils VT4950 KVM Docking Station with Triple-Display, Dual-System Support

VisionTek Products LLC (VisionTek), a recognized leader in the field of high-performance upgrades and accessories for PCs and Macs, today announced the introduction of the VisionTek VT4950 KVM docking station. This innovative product is the upgraded successor to the previously celebrated VT4900 KVM docking station and is designed to enhance the workflow of users in today's professional and remote work environments. The VT4950 enables users to seamlessly swap between two connected Windows, Mac, or Chromebook host systems with up to three 4K displays, accessories, and peripherals through a single USB-C connection to each.

"The VT4950 simplifies the process of switching between systems, saving users valuable time and making their workflow more efficient," said Nick Bill, director of product development and product marketing. "This frees these users from the tedium of unplugging and reconnecting everything as they switch between systems, resulting in significant time savings."

Global DRAM Revenue Fell by More Than 30% for 4Q22 as Suppliers Made Large Price Concessions to Drive Shipments, Says TrendForce

According to TrendForce's research, global DRAM revenue fell by 32.5% QoQ to US$12, 281 million for 4Q22. The QoQ decline for 4Q22 is larger than the QoQ decline of 28.8% for 3Q22 and comes close to the QoQ decline of 36% for the final quarter of 2008, when the global economy was in the midst of a major financial crisis. The main cause of the steep revenue drop in 4Q22 was the plummeting overall ASP. DRAM suppliers experienced a rapid accumulation of inventory in 3Q22 due to a freeze in buyers' demand. Subsequently, suppliers were much more energetic in price negotiations for 4Q22 contracts as they were struggling for market share. Among the major categories of DRAM products, server DRAM suffered the sharpest price drop in 4Q22. Contract prices of DDR4 and DDR5 server DRAM products registered QoQ drops of 23~28% and 30~35% respectively.

Counterpoint Research: Arm Laptops to Remain Resilient Amid Global PC Market Weakness

The global PC market has been experiencing a demand downtrend after the cooling down of COVID-19 in 2022. The market saw its shipments decline 15% YoY in 2022 and is expected to see another high single-digit decline in 2023, according to Counterpoint Research's data. However, among all the PC sub-sectors, Arm-based laptops are expected to show a comparatively resilient demand throughout the coming quarters thanks to Apple's success with the MacBook series, increasing ecosystem support and vanishing performance gap with x86 offerings.

Apple Unveils M2 Pro and M2 Max: Next-generation chips for Next-level Workflows

Apple today announced M2 Pro and M2 Max, two next-generation SoCs (systems on a chip) that take the breakthrough power-efficient performance of Apple silicon to new heights. M2 Pro scales up the architecture of M2 to deliver an up to 12-core CPU and up to 19-core GPU, together with up to 32 GB of fast unified memory. M2 Max builds on the capabilities of M2 Pro, including an up to 38-core GPU, double the unified memory bandwidth, and up to 96 GB of unified memory. Its industry-leading performance per watt makes it the world's most powerful and power-efficient chip for a pro laptop. Both chips also feature enhanced custom technologies, including a faster 16-core Neural Engine and Apple's powerful media engine. M2 Pro brings pro performance to Mac mini for the first time, while M2 Pro and M2 Max take the game-changing performance and capabilities of the 14-inch and 16-inch MacBook Pro even further.

"Only Apple is building SoCs like M2 Pro and M2 Max. They deliver incredible pro performance along with industry-leading power efficiency," said Johny Srouji, Apple's senior vice president of Hardware Technologies. "With an even more powerful CPU and GPU, support for a larger unified memory system, and an advanced media engine, M2 Pro and M2 Max represent astonishing advancements in Apple silicon."

Alleged Apple M2 Max Performance Figures Show Almost 20% Single-Core Improvement

Apple's ongoing pursuit of leading performance in custom silicon packages continues with each new generation of Apple Silicon. Today, we have alleged Geekbench performance figures of the upcoming M2 Max chip, designed for the upcoming Mac devices. Featuring the same configuration with two E-cores and eight P-cores, the chip is rumored to utilize TSMC's 3 nm design. However, that is yet to be confirmed by Apple, so we don't have the exact information. In the GB5 single-thread test, the CPU set a single-core performance target of 1899 points, while the multi-core score was 8737. While last year's M1 Max chips can reach 1787 single-core and 12826 multi-core scores, these configurations are benchmarked in a Mac Studio, which has better cooling and allows for higher clocks to be achieved.

Apples to apples (pun intended) comparison with the M1 Max chip inside of a MacBook Pro version with presumably the same cooling capacity, which gets 1497 single-core and 11506 multi-core score, the new M2 Max chip is 19.4% faster in single-core results. Multi-core improvements should follow, and this M2 Max result should be different from the final product. We await more benchmarks to confirm this performance increase and the correct semiconductor manufacturing node.

Apple Reportedly Captures 90% of Arm PC Revenue Share

With the launch of Apple Silicon for Mac computers, Apple has established itself as a great user of the Arm instruction set. Starting with M1, the company released an entirely new family of products running Apple Silicon. Today, thanks to the research of Strategy Analytics company, we have information that Apple is capturing as much as 90% of the revenue share present in the Arm PC market. The Arm PC market is a tiny subset of the entire PC market, mainly equipped with one-off Windows-on-Arm devices, Chromebook PCs, and Apple Macs. With the naturally low prices of the remaining Arm PCs, Apple Arm PCs offer a relatively high price point and a much more incredible selection of products.

On the global scale, Arm PCs now account for 9% of the total PC market share, where x86 vendors are dominating the field. "Apple's M-series family of processors set the benchmark and gave Apple a 2-3-year lead over the rest of the Arm-based PC processor vendors. Qualcomm captured just 3% revenue share in the Arm-based notebook PC processor market in 2021 and lags Apple in CPU performance," said Sravan Kundojjala, Director of Handset Component Technologies service at Strategy Analytics. This points to a particular case of Apple's better product and feeding the demand with higher-performing processors. Qualcomm's acquisition of Nuvia should yield different results in the coming years, as the new IP is yet to appear in Qualcomm SoCs.

Apple M1 Chips Affected by Unpatchable "PACMAN" Exploit

Apple M1 chips are a part of the Apple Silicon family that represents a new transition to Arm-based cores with new power and performance targets for Apple devices. A portion of building a processor is designing its security enclave, and today we have evidence that M1 processors got a new vulnerability. The PACMAN is a hardware attack that can bypass Pointer Authentication (PAC) on M1 processors. Security researchers took an existing concept of Spectre and its application in the x86 realm and now applied it to the Arm-based Apple silicon. PACMAN exploits a current software bug to perform pointer authentication bypass, which may lead to arbitrary code execution.

The vulnerability is a hardware/software co-design that exploits microarchitectural construction to execute arbitrary codes. PACMAN creates a PAC Oracle to check if a specific pointer matches its authentication. It must never crash if an incorrect guess is supplied and the attack brute-forces all the possible PAC values using the PAC Oracle. To suppress crashes, PAC Oracles are delivered speculatively. And to learn if the PAC value was correct, researchers used uArch side channeling. In the CPU resides translation lookaside buffers (TLBs), where PACMAN tries to load the pointer speculatively and verify success using the prime+probe technique. TLBs are filled with minimal addresses required to supply a particular TLB section. If any address is evicted from the TLB, it is likely a load success, and the bug can take over with a falsely authenticated memory address.
Apple M1 PACMAN Attack

Apple Introduces New iPad Air Featuring M1 Processor

Apple today introduced the new iPad Air with the Apple-designed M1 chip, delivering a massive leap in performance. Available in a new array of colors, iPad Air also features the new Ultra Wide front camera with Center Stage for a more natural video conferencing experience, a USB-C port with up to 2x faster transfer speeds, and blazing-fast 5G on cellular models — starting at the same affordable price. Advanced cameras and compatibility with the latest accessories enable users, including content creators, gamers, and students, to push the boundaries of creativity, productivity, and self expression. The new iPad Air is available to order beginning Friday, March 11, and will be in stores beginning Friday, March 18.

"Whether it's a college student taking elaborate notes, a content creator working on their latest project, or a gamer playing graphics-intensive titles, users love iPad Air for its amazing performance and versatility in such a portable design," said Greg Joswiak, Apple's senior vice president of Worldwide Marketing. "With the breakthrough M1 chip, Ultra Wide front camera with Center Stage, and ultra-fast 5G, iPad Air is now more powerful, more capable, and simply more fun than ever."

Apple Unveils M1 Ultra, the World's Most Powerful Chip For a Personal Computer

Apple today announced M1 Ultra, the next giant leap for Apple silicon and the Mac. Featuring UltraFusion — Apple's innovative packaging architecture that interconnects the die of two M1 Max chips to create a system on a chip (SoC) with unprecedented levels of performance and capabilities — M1 Ultra delivers breathtaking computing power to the new Mac Studio while maintaining industry-leading performance per watt.

The new SoC consists of 114 billion transistors, the most ever in a personal computer chip. M1 Ultra can be configured with up to 128 GB of high-bandwidth, low-latency unified memory that can be accessed by the 20-core CPU, 64-core GPU and 32-core Neural Engine, providing astonishing performance for developers compiling code, artists working in huge 3D environments that were previously impossible to render, and video professionals who can transcode video to ProRes up to 5.6x faster than with a 28-core Mac Pro with Afterburner.

Sonnet Announces Dual Display Adapters for Apple M1 Mac Computers

Sonnet Technologies today announced the DisplayLink Dual DisplayPort Adapter for M1 Macs and the DisplayLink Dual HDMI Adapter for M1 Macs, new additions to the company's line of dual display adapters for Intel, M1, M1 Pro, M1 Max Mac, and Windows computers. Each adapter incorporates a captive cable with a USB-A connector, includes a USB-A female connector to USB-C male connector adapter, and connects to a compatible computer's USB or Thunderbolt port for bus-powered operation.

Sonnet's DisplayLink Dual Display Adapters for M1 Mac computers enable users to connect two 4K (3840 x 2160) @ 60 Hz displays — using either DisplayPort or HDMI connections — to a single port on their computers. These adapters are Ideal for use with productivity software such as Microsoft Office, enabling users to work more efficiently by expanding their computer's workspace — whether by opening multiple applications on their own screens, editing code or viewing spreadsheets in detail on a large display, or mirroring their computer's display on a larger monitor. They can also connect a computer to a big-screen TV for browsing the web and watching videos on YouTube and other content at a distance.

December Steam Survey Numbers Points Towards Slow Death of the Quad Core Gaming CPU

This might not come as a real surprise, but in the latest Steam hardware survey, we're seeing clear declines of quad core CPUs, the category that some people have been claiming for the longest of times, is all you need for a gaming PC. Among the Windows systems, the decline is over a percent, with six core CPU gaining well over a percent, although the numbers vary quite a bit over the past five months, which is all the history Valve provides. The decline is also clear on OSX, although it's not quite as big percentage wise, but here the biggest growth is in the eight and 10 core segments, most likely due to Apple's introduction of its own M1 variants of CPUs. Only in the Linux segment are the dual and quad core CPU segments increasing, which suggest that some of these systems might be repurposed Windows machines.

The six core and higher CPU segment now holds over 50 percent share in the Steam survey and eight core CPUs are also up somewhat for Windows machines. Of these CPUs, Intel is holding a 69.27 percent share, up 0.82 percent compared to November, although still down over 3.5 percent since August versus AMD. Intel also gained 0.33 percent of Linux users and is back over 60 percent for the first time since August. On the OSX side of things, Apple seems to have gained a 27.97 percent share of Steam users surveyed, up from 6.05 percent just a month earlier. There has also been a 1.2 percent increase in Steam users surveyed that have 16 GB of RAM, suggesting that the low RAM prices in 2021 has made people upgrade their systems. Over 47 percent of all Steam users that were surveyed appear to have at least 16 GB of RAM in their systems.

Samsung Develops PM1743 High-Performance PCIe 5.0 SSD for Enterprise Servers

Samsung Electronics Co., Ltd., the world leader in advanced memory technology, today announced that it has developed the PM1743 SSD for enterprise servers, integrating the PCIe (Peripheral Component Interconnect Express) 5.0 interface with Samsung's advanced sixth-generation V-NAND.

"For over a decade, Samsung has been delivering SATA, SAS and PCIe-based SSDs that have been recognized for outstanding performance and reliability by leading enterprise server customers including corporations, governments and financial institutions," said Yong Ho Song, Executive Vice President and Head of the Memory Controller Development Team at Samsung Electronics. "The introduction of our PCIe 5.0 SSD, along with PCIe 6.0-based product developments that are underway, will further solidify our technological leadership in the enterprise server market."

Apple Announces Self Service Repair

Apple today announced Self Service Repair, which will allow customers who are comfortable with completing their own repairs access to Apple genuine parts and tools. Available first for the iPhone 12 and iPhone 13 lineups, and soon to be followed by Mac computers featuring M1 chips, Self Service Repair will be available early next year in the US and expand to additional countries throughout 2022. Customers join more than 5,000 Apple Authorized Service Providers (AASPs) and 2,800 Independent Repair Providers who have access to these parts, tools, and manuals.

The initial phase of the program will focus on the most commonly serviced modules, such as the iPhone display, battery, and camera. The ability for additional repairs will be available later next year.

Apple Introduces M1 Pro and M1 Max: the Most Powerful Chips Apple Has Ever Built

Apple today announced M1 Pro and M1 Max, the next breakthrough chips for the Mac. Scaling up M1's transformational architecture, M1 Pro offers amazing performance with industry-leading power efficiency, while M1 Max takes these capabilities to new heights. The CPU in M1 Pro and M1 Max delivers up to 70 percent faster CPU performance than M1, so tasks like compiling projects in Xcode are faster than ever. The GPU in M1 Pro is up to 2x faster than M1, while M1 Max is up to an astonishing 4x faster than M1, allowing pro users to fly through the most demanding graphics workflows.

M1 Pro and M1 Max introduce a system-on-a-chip (SoC) architecture to pro systems for the first time. The chips feature fast unified memory, industry-leading performance per watt, and incredible power efficiency, along with increased memory bandwidth and capacity. M1 Pro offers up to 200 GB/s of memory bandwidth with support for up to 32 GB of unified memory. M1 Max delivers up to 400 GB/s of memory bandwidth—2x that of M1 Pro and nearly 6x that of M1—and support for up to 64 GB of unified memory. And while the latest PC laptops top out at 16 GB of graphics memory, having this huge amount of memory enables graphics-intensive workflows previously unimaginable on a notebook. The efficient architecture of M1 Pro and M1 Max means they deliver the same level of performance whether MacBook Pro is plugged in or using the battery. M1 Pro and M1 Max also feature enhanced media engines with dedicated ProRes accelerators specifically for pro video processing. M1 Pro and M1 Max are by far the most powerful chips Apple has ever built.

DRAM Prices Projected to Enter Period of Downswing in 2022 as Demand Lags Behind Supply, Says TrendForce

DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce's latest investigations. This decline can be attributed to not only the declining procurement activities of DRAM buyers going forward, but also the drop in DRAM spot prices ahead of contract prices. While the buying and selling sides attempt to gain the advantage in future transactions, the DRAM market's movement in 2022 will primarily be determined by suppliers' capacity expansion strategies in conjunction with potential growths in demand. The capacity expansion plans of the three largest DRAM suppliers (Samsung, SK hynix, and Micron) for 2022 are expected to remain conservative, resulting in a 17.9% growth in total DRAM bit supply next year. On the demand side, inventory levels at the moment are relatively high. Hence, DRAM bit demand is expected to grow by 16.3% next year and lag behind bit supply growth. TrendForce therefore forecasts a shift in the DRAM market next year from shortage to surplus.

NVIDIA Brings RTX and DLSS to Arm Platform

NVIDIA at GDC dropped a major hint at where it wants to take PC gaming post the Arm acquisition. The company is demonstrating its RTX real-time raytracing technology, and the DLSS performance enhancement, on an Arm processor by MediaTek. To the PC, this means NVIDIA is laying the foundations of gaming in the post-x86 world where it holds Arm IP; foundations that were dug up by Apple and its mighty M1 chip, based on Arm CPU technology.

Making this unequivocal, was MediaTek. "RTX is the most groundbreaking technology to come to PC gaming in the last two decades," said PC Tseng, general manager of MediaTek's Intelligent Multimedia Business Unit."MediaTek and NVIDIA are laying the foundation for a new category of Arm-based high-performance PCs." The Taiwan-based Arm SoC major has developed a new Arm-based PC processor called Kompanio 1200, which it hopes will power PC platforms much like the Apple M1 or the Qualcomm Compute Platforms.

Annual Notebook Shipment Likely to Break Records in 2021 at 236 Million Units, with Chromebook Demand Slowing Down in 2H21, Says TrendForce

While the stay-at-home economy generated high demand for notebook computers from distance learning and WFH applications last year, global notebook shipment for 2020 underwent a nearly 26% YoY increase, which represented a significant departure from the cyclical 3% YoY increase/decrease that had historically taken place each year, according to TrendForce's latest investigations. The uptrend in notebook demand is expected to persist in 2021, during which notebook shipment will likely reach 236 million units, a 15% YoY increase. In particular, thanks to the surging demand for education notebooks, Chromebooks will become the primary growth driver in the notebook market. Regarding the shipment performance of various brands, Samsung and Apple will register the highest growths, with the former having Chromebooks account for nearly 50% of its total notebook shipment this year and the latter continuing to release MacBooks equipped with the M1 chip.

Qualcomm Wants to Build an M1-Like Processor for PCs

Qualcomm is trying to get into the PC space with their mobile Snapdragon chips, which offer great battery and decent performance. However, so far only Apple managed to get the right formula for developing custom low-power, high-performance chips. It is exactly Apple's M1 processor in question that Qualcomm intends to mimic. According to the recent interview with Qualcomm's new CEO Cristiano Amon, we are informed that Qualcomm plans to produce laptop chips that would directly compete with Apple's. That means that, despite the ecosystem differences of Apple M1 (macOS) and Qualcomm Snapdragon (Windows-on-Arm), the company wants to deliver equal if not better performance and great battery life.

With the recent acquisition of Nuvia, Qualcomm has a team of very talented engineers to back up its claims. The company also recently hired some of the developers behind Apple's M1 chip. The company notes that it will be using only the best solutions for its upcoming SoC, which will include a 5G modem. Mr. Amon has also noted the following:
We needed to have the leading performance for a battery-powered device. If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.

Spurred by M1 Performance, Apple Doubles Shipments of Mac Computers

The M1 chip is usually found at a perception crossroads: fans of Apple tout its desktop CPU-level performance numbers in some workloads while comparatively sipping power (and even allowing for true fanless designs in the Apple Macbook Air), while non-fans are quick to point out that synthetic benchmarks aren't truly representative of performance. Whatever side of the fence you sit on (even if you straddle it by admitting that the M1 chip can actually outperform much more powerful and core-laden Ryzen CPUs in some specific workloads), the M1 has been a running success for the California-based company. So much so, in fact, that Apple more than doubled its shipments (a 111% increase) in 2021 compared to the previous year. The second manufacturer with the highest shipment growth is Acer, with 73% - and a slightly smaller overall shipment volume.

The success of Apple's M1 only served to increase Apple's confidence in its decision to abandon Intel, and the company is expected to announce the M1's successor sometime this year. Furthermore, a new version of MacOS further increases the divide to Intel-based Macs due to some features only working on their M1 counterparts. When you consider all of that, including the accelerating optimization of many applications for the platform (Capture One, Affinity, and most recently Adobe), the platform maturity that has been achieved in such a short while, and the announcement of even more powerful hardware for content creators, it may be the case that Apple actually keeps up its momentum and presents a rather competitive landscape to the Windows + x86 PC ecosystem (I won't use Wintel because that's, well, inaccurate and unfair to AMD). Apple is surely on the way to carve out more than its current 15,84% market share (which still places it in a second-place in the overall OS market).

Redesigned Apple MacBook Pro Coming This Summer with up to 64 GB of RAM and 10-Core Processor

According to Bloomberg, which first predicted the arrival of Apple custom processors in MacBooks, we have another piece of information regarding Apple's upcoming MacBook Pro lineup, set to arrive this summer. As you are aware, MacBook Pro right now comes in two different variants. The first is a smaller 13-inch design that is powered by Apple's M1 chip, while the second is a 16-inch design powered by an Intel Core processor. However, it seems like that will no longer be the case when the next-generation lineup arrives. Starting this summer, all of the MacBook Pro models will have Apple's custom silicon powering these devices, which bring Intel's presence to an end.

And the successor to the now-famous M1 chip seems to be very good. As per the report, Apple is upgrading the architecture and the total core count. There are two different chips, codenamed Jade C-Chop and Jade C-Die. Both are 10-core designs, equipped with two small and eight big cores. The difference between the two is the total number of graphics cores enabled. The smaller version will have 16 graphics cores, while the bigger one will have 32 graphics cores. On the SoC, there will be an updated Neural Engine, for better AI processing. These new processors will come with up to 64 GB of RAM in selected configurations as well. The report also notes the arrival of HDMI port, SD card slot, and MagSafe for charging.

Apple M1 Processor Receives Preliminary Support in Linux Kernel

Apple's M1 custom processor has been widely adopted among the developer community. However, it is exactly this part of the M1 customer base that wants something different. For months, various developers have been helping with the adoption of the M1 processor for the Linux Kernel, which has today received preliminary support for the processor. The latest 5.13-RC1 release of the Linux Kernel is out, and it adds some basic functionality for the M1 processor. For now, it is some basic stuff like a simple bring up, however, much more has to be added. For example, the GPU support is still not done. Not even half-done. The M1 SoC is now able to boot, however, it takes a lot more work to get the full SoC working correctly.

Mr. Linus Torvalds, the Linux kernel developer, and its creator highlights that "This was - as expected - a fairly big merge window, but things seem to have proceeded fairly smoothly. Famous last words." According to one of the main activists for Linux on M1, Mr. Hector Martin, "This is just basic bring-up, but it lays a solid foundation and is probably the most challenging up-streaming step we'll have to do, at least until the GPU stuff is done." So it is still a long way before the M1 processor takes a full Linux kernel for a spin and the software becomes usable.

DRAM Revenue for 1Q21 Undergoes 8.7% Increase QoQ Thanks to Increased Shipment as Well as Higher Prices, Says TrendForce

Demand for DRAM exceeded expectations in 1Q21 as the proliferation of WFH and distance education resulted in high demand for notebook computers against market headwinds, according to TrendForce's latest investigations. Also contributing to the increased DRAM demand was Chinese smartphone brands' ramp-up of component procurement while these companies, including OPPO, Vivo, and Xiaomi, attempted to seize additional market shares after Huawei's inclusion on the Entity List. Finally, DRAM demand from server manufacturers also saw a gradual recovery. Taken together, these factors led to higher-than-expected shipments from various DRAM suppliers in 1Q21 despite the frequent shortage of such key components as IC and passive components. On the other hand, DRAM prices also entered an upward trajectory in 1Q21 in accordance with TrendForce's previous forecasts. In light of the increases in both shipments and quotes, all DRAM suppliers posted revenue growths in 1Q21, and overall DRAM revenue for the quarter reached US$19.2 billion, an 8.7% growth QoQ.

Demand for PC, mobile, graphics, and special DRAM remains healthy in 2Q21. Furthermore, after two to three quarters of inventory reduction during which their DRAM demand was relatively sluggish, some server manufacturers have now kicked off a new round of procurement as they expect a persistent increase in DRAM prices. TrendForce therefore forecasts a significant QoQ increase in DRAM ASP in 2Q21. In conjunction with increased bit shipment, this price hike will likely drive total DRAM revenue for 2Q21 to increase by more than 20% QoQ.

Samsung's Apple M1-rivaling Exynos SoC Powering Notebooks by H2-2021

Samsung is readying a powerful Arm-based SoC rivaling Apple's groundbreaking M1 silicon, under its Exynos brand. This chip is being designed for thin-and-light notebooks, as well as premium tablets, essentially letting Samsung target Apple's MacBook (M1) and iPad Pro form-factors. Unlike Apple, Samsung won't be burdened with having to rally its ISV partners to develop specifically for its hardware; the company is preparing to launch notebooks in the second half of 2021 that are powered by a Windows 10 on Arm derivative. This would give the notebook access to all of the applications already developed for the OS, including Office and certain Adobe Creativity Suite apps. The M1-rivaling Exynos chip will pack the latest-generation 64-bit Arm CPU cores, as well as an integrated GPU designed by AMD.
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