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Ultra Accelerator Link Consortium Plans Year-End Launch of UALink v1.0

Ultra Accelerator Link (UALink ) Consortium, led by Board Members from AMD, Amazon Web Services (AWS), Astera Labs, Cisco, Google, Hewlett Packard Enterprise (HPE), Intel, Meta and Microsoft, have announced the incorporation of the Consortium and are extending an invitation for membership to the community. The UALink Promoter Group was founded in May 2024 to define a high-speed, low-latency interconnect for scale-up communications between accelerators and switches in AI pods & clusters. "The UALink standard defines high-speed and low latency communication for scale-up AI systems in data centers"

Intel Isolates "Raptor Lake" Vmin Shift Instability Root Cause, New Microcode Update Coming

Back in August, Intel started shipping its 0x129 microcode update for 13/14th generation "Raptor Lake" and "Raptor Lake Refresh" processors. This update fixed incorrect voltage requests to the processor that are causing elevated operating voltage. Intel's analysis showed that the root cause of stability problems is voltage levels that are too high during the operation of the processors. These increases in voltage cause degradation that increases the minimum voltage required for stable operation. Intel calls this "Vmin." Today, the company discovered the root cause of this instability issue and informed users that a new microcode patch is underway. As explained by Intel, the Vmin Shift instability problem stems from a clock tree circuit in the IA core. When exposed to high voltage and temperature conditions, this circuit is vulnerable to reliability degradation. Intel's research has shown that these factors can cause a shift in the duty cycle of the clocks, resulting in system instability.

There are four scenarios that can cause Vmin Shift: increased motherboard power delivery, eTVB microcode algorithm running at higher performance operating states even at higher temperatures, microcode SVID algorithm requesting higher voltages at higher frequencies and longer durations, and finally microcode and BIOS requesting elevated core voltages. For motherboard power settings, mitigation is switching back to default settings. For the eTVB issue, the fix is a 0x125 microcode update. The 0x129 patch fixes the SVID algorithm, and the fourth condition, where microcode and BIOS request elevated core voltage, is fixed by the upcoming 0x12B microcode update. Intel is reportedly working with OEMs to start rolling out the 0x12B update with no apparent performance degradation. While the timeframe for shipping this update is unknown, we expect to see it soon. Additionally, Intel once again confirmed that the upcoming "Arrow Lake" CPUs don't have these issues.

PC Refresh Cycle and Tablets in Emerging Markets Expected to Spur Demand in Coming Quarters, Report

A new forecast from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker shows shipments of personal computing devices are expected to grow 2.6% year over year in 2024 to 398.9 million units. The traditional PC market will remain flat in 2024 with 261 million units shipped while the tablet market is forecast to grow 7.2% year over year as a refresh cycle and project investments are expected to drive the market.

For traditional PCs, the global market excluding China is expected to grow 2.8% in 2024 as China continues to suffer through a confluence of macroeconomic challenges, including high youth employment, deflation, and a tumultuous real estate market. However, China's economic concerns have largely impacted just the PC market as tablet demand has proven to be more resilient thanks to Huawei's efforts.

Intel Targets 35% Cost Reduction in Sales and Marketing Group, Bracing for Tough Times Ahead

Intel's Sales and Marketing Group (SMG) has announced a 35% reduction in costs as the company looks to streamline operations and adapt to challenging market conditions. The cuts, revealed during an all-hands meeting on August 5th, will impact both jobs and marketing expenses within the SMG. Intel has directed the group to "simplify programs end-to-end" by the end of the year, a directive that comes on the heels of the company's announcement that it would lay off 15% of its global workforce to save $10 billion in operating expenses. "We are becoming a simpler, leaner, and more agile company that's easier for partners and customers to work with while ensuring we focus our investments on areas where we see the greatest opportunities for innovation and growth," Intel said in a statement to CRN. The company emphasized that this restructuring is about "building a stronger Intel for the future," with partners integral to its plans.

The job cuts within the SMG are expected to target overlapping responsibilities, such as account managers and industry-focused teams, which can confuse customers navigating Intel's complex organization. Additionally, the company plans to significantly reduce its marketing budget and simplify programs, aiming to save at least $100 million in the latter half of 2024 and an additional $300 million in the first half of 2025. The impact will also be felt in Intel's market development fund (MDF), a crucial tool for supporting OEMs and other partners through events, training, and more. An ex-Intel executive warned that the MDF had become vital as the company's product leadership waned, allowing it to maintain valuable relationships with partners. As Intel navigates these changes, its partners are bracing for the impact, with one CEO describing the situation as everyone "hunkering down and just waiting to hear something." Another partner executive expressed concerns about Intel's ability to maintain the level of service and support its customers have come to expect.

AMD Acquires Hyperscale Solutions Provider ZT Systems

AMD today announced the signing of a definitive agreement to acquire ZT Systems, a leading provider of AI infrastructure for the world's largest hyperscale computing companies. The strategic transaction marks the next major step in AMD's AI strategy to deliver leadership AI training and inferencing solutions based on innovating across silicon, software and systems. ZT Systems' extensive experience designing and optimizing cloud computing solutions will also help cloud and enterprise customers significantly accelerate the deployment of AMD-powered AI infrastructure at scale. AMD has agreed to acquire ZT Systems in a cash and stock transaction valued at $4.9 billion, inclusive of a contingent payment of up to $400 million based on certain post-closing milestones. AMD expects the transaction to be accretive on a non-GAAP basis by the end of 2025.

"Our acquisition of ZT Systems is the next major step in our long-term AI strategy to deliver leadership training and inferencing solutions that can be rapidly deployed at scale across cloud and enterprise customers," said AMD Chair and CEO Dr. Lisa Su. "ZT adds world-class systems design and rack-scale solutions expertise that will significantly strengthen our data center AI systems and customer enablement capabilities. This acquisition also builds on the investments we have made to accelerate our AI hardware and software roadmaps. Combining our high-performance Instinct AI accelerator, EPYC CPU, and networking product portfolios with ZT Systems' industry-leading data center systems expertise will enable AMD to deliver end-to-end data center AI infrastructure at scale with our ecosystem of OEM and ODM partners."

Intel Ships 0x129 Microcode Update for 13th and 14th Generation Processors with Stability Issues

Intel has officially started shipping the "0x129" microcode update for its 13th and 14th generation "Raptor Lake" and "Raptor Lake Refresh" processors. This critical update is currently being pushed to all OEM/ODM partners to address the stability issues that Intel's processors have been facing. According to Intel, this microcode update fixes "incorrect voltage requests to the processor that are causing elevated operating voltage." Intel's analysis shows that the root cause of stability problems is caused by too high voltage during operation of the processor. These increases to voltage cause degradation that increases the minimum voltage required for stable operation. Intel calls this "Vmin"—it's a theoretical construct, not an actual voltage, think "speed for an airplane required to fly". The latest 0x129 microcode patch will limit the processor's voltage to no higher than 1.55 V, which should avoid further degradation. Overclocking is still supported, enthusiasts will have to disable the eTVB setting in their BIOS to push the processor beyond the 1.55 V threshold. The company's internal testing shows that the new default settings with limited voltages with standard run-to-run variations show minimal performance impact, with only a single game (Hitman 3: Dartmoor) showing degradation. For a full statement from Intel, see the quote below.

NVIDIA's New B200A Targets OEM Customers; High-End GPU Shipments Expected to Grow 55% in 2025

Despite recent rumors speculating on NVIDIA's supposed cancellation of the B100 in favor of the B200A, TrendForce reports that NVIDIA is still on track to launch both the B100 and B200 in the 2H24 as it aims to target CSP customers. Additionally, a scaled-down B200A is planned for other enterprise clients, focusing on edge AI applications.

TrendForce reports that NVIDIA will prioritize the B100 and B200 for CSP customers with higher demand due to the tight production capacity of CoWoS-L. Shipments are expected to commence after 3Q24. In light of yield and mass production challenges with CoWoS-L, NVIDIA is also planning the B200A for other enterprise clients, utilizing CoWoS-S packaging technology.

Intel Extends Warranty by Two Years for 13th and 14th Generation Processors Amid Crashing Concerns

In a statement for Tom's Hardware, Intel has announced a two-year warranty extension for its 13th and 14th Generation Core processors. This decision comes in response to widespread reports of crashes and instability affecting a broad range of models, from high-end flagship chips to mid-range offerings. The extension effectively increases the standard warranty period from three to five years for most boxed processors, with even the limited-edition models seeing an increase from one to three years. This move aims to reassure customers and mitigate concerns about potential long-term damage to affected chips. Intel has identified excessive voltage as the root cause of the problem, which has led to unexpected system crashes and blue screens of death (BSODs), particularly during gaming and other demanding tasks.

The company plans to release a microcode update by mid-August to prevent further degradation in unaffected processors. However, this update will not resolve issues in chips that have already experienced problems, and users with malfunctioning processors will need to seek replacements. The tech giant has faced criticism for its delayed response to the issue, which has plagued users for months. In its statement, Intel also addressed concerns about Via Oxidation, clarifying that while this separate issue was discovered in 2022, it is not the cause of the current instability problems. The company claims to have implemented fixes and enhanced screening procedures for Via Oxidation by early 2023, with affected chips reportedly removed from the supply chain by early 2024.

Intel Statement on 13th and 14th Gen Core Instability: Faulty Microcode Causes Excessive Voltages, Fix Out Soon

Long-term reliability issues continue to plague Intel's 13th Gen and 14th Gen Core desktop processors based on the "Raptor Lake" microarchitecture, with users complaining that their processors have become unstable with heavy processing workloads, such as games. This includes the chips that have minor levels of performance tuning or overclocking. Intel had earlier isolated many of these stability issues to faulty CPU core frequency boosting algorithms, which it addressed through updates to the processor microcode that it got motherboard- and prebuilt manufacturers to distribute as UEFI firmware updates. The company has now come out with new findings of what could be causing these issues.

In a statement Intel posted on its website on Monday (22/07), the company said that it has been investigating the processors returned to it by users under warranty claims (which it has been replacing under the terms of its warranty). It has found that faulty processor microcode has been causing the processors to operate under excessive core voltages, leading to their structural degradation over time. "We have determined that elevated operating voltage is causing instability issues in some 13th/14th Gen desktop processors. Our analysis of returned processors confirms that the elevated operating voltage is stemming from a microcode algorithm resulting in incorrect voltage requests to the processor."

AMD Readies Ryzen 7 8745HS Hawk Point APU with Disabled NPU

According to a recent leak from Golden Pig on Weibo, AMD is gearing up to introduce the Ryzen 7 8745HS, a modified version of the existing Ryzen 7 8845HS APU. The key difference in this new chip lies in its neural processing capabilities. While the 8845HS boasts AMD's XDNA-based NPU (Neural Processing Unit), the upcoming 8745HS is rumored to have this feature disabled. Specifications for the 8745HS are expected to closely mirror its predecessor, featuring eight Zen 4 cores, 16 threads, and a configurable TDP range of 35-54 W. The chip will likely retain the Radeon 780M integrated GPU with 12 Compute Units. However, it is possible that AMD might introduce slight clock speed reductions to differentiate the new model further.

It is also worth pointing out that Hawk Point generation is not Copilot+ certified due to first-generation XDNA NPU being only 16 TOPS out of 40 TOPS required, so having an NPU doesn't help AMD advertise these processors as Copilot+ ready. The success of this new variant will largely depend on its pricing and adoption by laptop/mobile OEMs. Without the NPU, the 8745HS could offer a more budget-friendly option for users who don't require extensive local AI processing capabilities. After all, AI workloads remain a niche segment in consumer computing, and many users may find the 8745HS an attractive alternative if pricing is reduced, especially given the availability of cloud-based AI tools.

Q3 Contract Prices of NAND Flash Products Constrained by Increased Production and Lower End-User Demand; Estimated to Rise by 5-10%

TrendForce reports that while the enterprise sector continues to invest in server infrastructure—especially with the rising adoption of AI driving demand for enterprise SSDs—the consumer electronics market remains lackluster. This, combined with NAND suppliers aggressively ramping up production in the second half of the year, is expected to push the NAND Flash sufficiency ratio up to 2.3% in the third quarter, curbing the blended price hike to a modest 5-10%.

This year, NAND Flash prices saw a robust rebound as manufacturers kept production in check during the first half, helping them regain profitability. However, with a noticeable ramp-up in production and sluggish retail demand, wafer spot prices have dropped significantly. Some wafer prices are now over 20% below contract prices, casting doubts on the sustainability of future price hikes.

Intel "Lunar Lake" On Track for September Debut, "Arrow Lake" the Following Month?

Intel, in its Computex 2024 event unveiled its Core Ultra 300 "Lunar Lake" processor, along with a Q3 2024 date for the processors. It now turns out that the processors won't arrive until Fall 2024, specifically September, when the various notebook OEMs will merely announce their products based on the chips, followed by market availability of these notebooks through Holiday 2024, according to a DigiTimes report. The report also says that Intel's Core Ultra "Arrow Lake-S" desktop processors could see an October 2024 announcement and availability for at least the Unlocked K- and KF SKUs, along with compatible Socket LGA1851 motherboards based on the top Intel Z890 chipset.

The DigiTimes report invited a clarification from Intel through Digital Trends. The company in a statement reaffirmed that the chips will be available "starting in Q3 2024, as noted at Computex." This statement aligns with the timeline that the company would commence shipments of "Lunar Lake" processors to OEMs starting in June, followed by product announcements and market availability in the following months.

Report: China's PC Market to Contract 1% in 2024 Before 12% Rebound in 2025

The PC (desktops, notebooks, and workstations) market in Mainland China is forecast to contract by 1% in 2024 according to the latest Canalys data. The first quarter of the year already saw a sharp decline, with shipments down 12%, in contrast to the global market which returned to growth. Desktop shipments are expected to perform well in 2024, growing 10% annually as they benefit from commercial sector refresh demand, especially from large state-held enterprises and local governments. Notebook shipments are set to drop 5%, as demand from consumers and the private sector is anticipated to remain cautious on short-term expenditure such as PCs.

China's PC market trajectory is diverging from global trends in its recovery journey. In Q1 2024, the commercial sector bore the brunt of the market downturn, undergoing a 19% decline due to weak IT spending by large enterprises. The decline in consumer shipments was milder, with shipments dropping 8%. However, despite the muted performance in 2024, significant local developments point to a stronger market in 2025, in which PC shipments are expected to grow 12%.

Contract Price Increases Offset Seasonal Slump, Boosting DRAM Q1 Revenue by 5.1%

TrendForce reveals that the DRAM industry experienced a 5.1% revenue increase in 1Q24 compared to the previous quarter. This growth—reaching US$18.35 billion—was driven by rising contract prices for mainstream products, with the price increase being more significant than in 4Q23. As a result, most companies in the industry continued to see revenue growth.

The top three suppliers experienced a decline in shipments in the first quarter, demonstrating the industry's off-season effect. Additionally, downstream companies had higher inventory levels, which led to a significant reduction in procurement volume. As for ASP, the top three suppliers continued to benefit from contract price increases seen in 4Q23. With inventory levels still healthy, there was a strong intention to raise prices.

Asetek Stock Tanks 40% as Company Suspends Profitability and Revenue Guidance for 2024

Liquid cooling solutions OEM Asetek saw its stock price drop by over 40% on Wednesday (12th June 2024), as investors responded to the company's announcement of suspending its profitability and revenue guidance for 2024. The release offered an explanation behind this decision. "Based on these new forecasts, the expected increase in demand in the second half of 2024 of the company's liquid cooling products may not materialize. This will result in a significant decline in Group revenue and profitability for 2024 compared to the revenue and profitability guidance issued on March 8, 2024."

The company also stated that it expects the negative trend in the company's revenue may continue into 2025. "The management team and board of directors of Asetek will consider the long- and short-term consequences of the weakened and uncertain market situation. The assessment today is that the negative trend in revenue may continue into 2025. Based on this, a plan containing initiatives to navigate the short and long-term challenges will be developed and then communicated as soon as possible," it said. Asetek is a pioneer in the all-in-one, closed-loop liquid CPU cooler that's popular in the gaming PC segment, but the company should also be in a position to lead the server CPU cooling market given the upward trend in processor cooling needs; but the company is underperforming. This is probably also due to intense competition in the space.

PSU OEM Major CWT's First-party PSU Designs at Computex 2024

Channel Well Technology (CWT) is a major OEM of PC and server power supplies, as well as power bricks for notebooks and consumer electronics. The company is also selling PSUs in the retail channel under its own brand, just the way Seasonic and Fortron do. These can be seen as de-facto reference designs for the brand. We begin our tour of CWT with the HPN line of hot-swappable redundant power supplies. A 1000 W model was on display, which meets ATX 3.1 and PCIe Gen 5.1 specs (cutting-edge), along with 80 Plus Gold switching efficiency.

The CTT series are the company's enthusiast-segment high-Wattage PSUs for gaming PCs. These 80 Plus Titanium efficiency-rated PSUs come in 1350 W and 1650 W variants, meet ATX 3.1 and PCIe Gen 5.1 specs, and offer two 600 W-capable 12V-2x6 connectors, besides two 4+4 pin EPS, and half a dozen 6+2 pin PCIe power. There is an even larger 2000 W model, although we're not sure if this meets 80 Plus Titanium. It uses dual +12 V rails, and offers two 600 W 12V-2x6, besides four EPS, and six 6+2 pin PCIe, making it ideal for Ryzen Threadripper or Xeon W high-end desktops or workstations; or even 2P servers.

DRAM Contract Prices for Q2 Adjusted to a 13-18% Increase; NAND Flash around 15-20%

TrendForce's latest forecasts reveal contract prices for DRAM in the second quarter are expected to increase by 13-18%, while NAND Flash contract prices have been adjusted to a 15-20% Only eMMC/UFS will be seeing a smaller price increase of about 10%.

Before the 4/03 earthquake, TrendForce had initially predicted that DRAM contract prices would see a seasonal rise of 3-8% and NAND Flash 13-18%, significantly tapering from Q1 as seen from spot price indicators which showed weakening price momentum and reduced transaction volumes. This was primarily due to subdued demand outside of AI applications, particularly with no signs of recovery in demand for notebooks and smartphones. Inventory levels were gradually increasing, especially among PC OEMs. Additionally, with DRAM and NAND Flash prices having risen for 2-3 consecutive quarters, the willingness of buyers to accept further substantial price increases had diminished.

Intel Statement on Stability Issues: "Motherboard Makers to Blame"

A couple of weeks ago, we reported on NVIDIA directing users of Intel's 13th Generation Raptor Lake and 14th Generation Raptor Lake Refresh CPUs to consult Intel for any issues with system stability. Motherboard makers, by default, often run the CPU outside of Intel's recommended specifications, overvolting the CPU through modifying voltage curves, automatic overclocks, and removing power limits.

Today, we learned that Igor's Lab has obtained a statement from Intel that the company prepared for motherboard OEMs regarding the issues multiple users report. Intel CPUs come pre-programmed with a stock voltage curve. When motherboard makers remove power limits and automatically adjust voltage curves and frequency targets, the CPU can be pushed outside its safe operating range, possibly causing system instability. Intel has set up a dedicated website for users to report their issues and offer support. Manufacturers like GIGABYTE have already issued new BIOS updates for users to achieve maximum stability, which incidentally has recent user reports of still being outside Intel spec, setting PL2 to 188 W, loadlines to 1.7/1.7 and current limit to 249 A. While MSI provided a blog post tutorial for stability. ASUS has published updated BIOS for its motherboards to reflect on this Intel baseline spec as well. Surprisingly, not all the revised BIOS values match up with the Intel Baseline Profile spec for these various new BIOS updates from different vendors. You can read the statement from Intel in the quote below.

Report: Global PC Shipments Return to Growth and Pre-Pandemic Volumes in the First Quarter of 2024

After two years of decline, the worldwide traditional PC market returned to growth during the first quarter of 2024 (1Q24) with 59.8 million shipments, growing 1.5% year over year, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Growth was largely achieved due to easy year-over-year comparisons as the market declined 28.7% during the first quarter of 2023, which was the lowest point in PC history. In addition, global PC shipments finally returned to pre-pandemic levels as 1Q24 volumes rivaled those seen in 1Q19 when 60.5 million units were shipped.

With inflation numbers trending down, PC shipments have begun to recover in most regions, leading to growth in the Americas as well as Europe, the Middle East, and Africa (EMEA). However, the deflationary pressures in China directly impacted the global PC market. As the largest consumer of desktop PCs, weak demand in China led to yet another quarter of declines for global desktop shipments, which already faced pressure from notebooks as the preferred form factor.

X-Silicon Startup Wants to Combine RISC-V CPU, GPU, and NPU in a Single Processor

While we are all used to having a system with a CPU, GPU, and, recently, NPU—X-Silicon Inc. (XSi), a startup founded by former Silicon Valley veterans—has unveiled an interesting RISC-V processor that can simultaneously handle CPU, GPU, and NPU workloads in a chip. This innovative chip architecture, which will be open-source, aims to provide a flexible and efficient solution for a wide range of applications, including artificial intelligence, virtual reality, automotive systems, and IoT devices. The new microprocessor combines a RISC-V CPU core with vector capabilities and GPU acceleration into a single chip, creating a versatile all-in-one processor. By integrating the functionality of a CPU and GPU into a single core, X-Silicon's design offers several advantages over traditional architectures. The chip utilizes the open-source RISC-V instruction set architecture (ISA) for both CPU and GPU operations, running a single instruction stream. This approach promises lower memory footprint execution and improved efficiency, as there is no need to copy data between separate CPU and GPU memory spaces.

Called the C-GPU architecture, X-Silicon uses RISC-V Vector Core, which has 16 32-bit FPUs and a Scaler ALU for processing regular integers as well as floating point instructions. A unified instruction decoder feeds the cores, which are connected to a thread scheduler, texture unit, rasterizer, clipping engine, neural engine, and pixel processors. All is fed into a frame buffer, which feeds the video engine for video output. The setup of the cores allows the users to program each core individually for HPC, AI, video, or graphics workloads. Without software, there is no usable chip, which prompts X-Silicon to work on OpenGL ES, Vulkan, Mesa, and OpenCL APIs. Additionally, the company plans to release a hardware abstraction layer (HAL) for direct chip programming. According to Jon Peddie Research (JPR), the industry has been seeking an open-standard GPU that is flexible and scalable enough to support various markets. X-Silicon's CPU/GPU hybrid chip aims to address this need by providing manufacturers with a single, open-chip design that can handle any desired workload. The XSi gave no timeline, but it has plans to distribute the IP to OEMs and hyperscalers, so the first silicon is still away.

Microsoft Copilot to Run Locally on AI PCs with at Least 40 TOPS of NPU Performance

Microsoft, Intel, and AMD are attempting to jumpstart demand in the PC industry again, under the aegis of the AI PC—devices with native acceleration for AI workloads. Both Intel and AMD have mobile processors with on-silicon NPUs (neural processing units), which are designed to accelerate the first wave of AI-enhanced client experiences on Windows 11 23H2. Microsoft's bulwark with democratizing AI has been Copilot, as a licensee of Open AI GPT-4, GPT-4 Turbo, Dali, and other generative AI tools from the Open AI stable. Copilot is currently Microsoft's most heavily invested application, with its most capital and best minds mobilized to making it the most popular AI assistant. Microsoft even pushed for the AI PC designator to PC OEMs, which requires them to have a dedicated Copilot key akin to the Start key (we'll see how anti-competition regulators deal with that).

The problem with Microsoft's tango with Intel and AMD to push AI PCs, is that Copilot doesn't really use an NPU, not even at the edge—you input a query or a prompt, and Copilot hands it over to a cloud-based AI service. This is about to change, with Microsoft announcing that Copilot will be able to run locally on AI PCs. Microsoft identified several kinds of Copilot use-cases that an NPU can handle on-device, which should speed up response times to Copilot queries, but this requires the NPU to have at least 40 TOPS of performance. This is a problem for the current crop of processors with NPUs. Intel's Core Ultra "Meteor Lake" has an AI Boost NPU with 10 TOPS on tap, while the Ryzen 8040 "Hawk Point" is only slightly faster, with a 16 TOPS Ryzen AI NPU. AMD has already revealed that the XDNA 2-based 2nd Generation Ryzen AI NPU in its upcoming "Strix Point" processors will come with over 40 TOPS of performance, and it stands to reason that the NPUs in Intel's "Arrow Lake" or "Lunar Lake" processors are comparable in performance; which should enable on-device Copilot.

Intel Core i9-14900KS Retail Package Pops Up in Vietnam

The existence of Intel's upcoming Core i9-14900KS processor has been confirmed by a series of insider leaks and premature retail listings—an "alleged" example was photographed and appeared online right at the start of 2024. French e-tail listings produced evidence of two packages—a traditional retail box version, and a barebones tray option for OEM purposes. Earlier today, the I_Leak_VN social media account uploaded proof of a single "Special Edition" box sitting in an unnamed Vietnamese warehouse—it is not immediately clear whether units have reached retail facilities, or have just arrived on Southeast Asian shores. The embargo-busting post seemingly corroborates global insider information/whispers about distribution networks receiving stock—possibly in preparation for a rumored mid-March launch. VideoCardz believes that Vietnamese customers will be paying roughly $765 a pop—30% pricier than the current cost of 14th Gen Core flagship ownership.

NVIDIA Accused of Acting as "GPU Cartel" and Controlling Supply

World's most important fuel of the AI frenzy, NVIDIA, is facing accusations of acting as a "GPU cartel" and controlling supply in the data center market, according to statements made by executives at rival chipmaker Groq and former AMD executive Scott Herkelman. In an interview with the Wall Street Journal, Groq CEO Jonathan Ross alleged that some of NVIDIA's data center customers are afraid to even meet with rival AI chipmakers out of fear that NVIDIA will retaliate by delaying shipments of already ordered GPUs. This is despite NVIDIA's claims that it is trying to allocate supply fairly during global shortages. "This happens more than you expect, NVIDIA does this with DC customers, OEMs, AIBs, press, and resellers. They learned from GPP to not put it into writing. They just don't ship after a customer has ordered. They are the GPU cartel, and they control all supply," said former Senior Vice President and General Manager at AMD Radeon, Scott Herkelman, in response to the accusations on X/Twitter.

Huawei's HiSilicon Taishan V120 Server Core Matches Zen 3 Performance

Huawei's new server CPU based on the HiSilicon Taishan V120 core has shown impressive single-threaded performance that matches AMD's Zen 3 architecture in a leaked Geekbench 6 benchmark. The Taishan V120 is likely being manufactured on SMIC's 7 nm process node. The Geekbench 6 result posted on social media does not identify the exact Huawei server CPU model, but speculation points to it being the upcoming Kunpeng 930 chip. In the benchmark, the Taishan V120 CPU operating at 2.9 GHz scored 1527 in the single-core test. This positions it nearly equal to AMD's EPYC 7413 server CPU based on the Zen 3 architecture, which boosts up to 3.6 GHz and which scored 1538 points. It also matches the single-threaded performance of Intel's Coffee Lake-based Xeon E-2136 from 2018, even though that Intel chip can reach 4.5 GHz boost speeds, scoring 1553 points.

The Taishan V120 core first appeared in Huawei's Kirin 9000 smartphone SoC in 2020. Using the core in server CPUs would allow Huawei to achieve competitive single-threaded performance to rival AMD's last-generation EPYC Milan and Intel's older Skylake server chips. Multi-threaded benchmarks will be required to gauge the Kunpeng 930's overall performance fully when it launches. Huawei continues innovating its ARM-based server CPU designs even while facing restrictions on manufacturing and selling chips internationally due to its inclusion on the US Entity List in 2019. The impressive single-threaded results versus leading x86 competitors demonstrate Huawei's resilience and self-reliance in developing homegrown data center technology through its HiSilicon division. More details on the Kunpeng 930 server chip will likely surface later this year, along with server configurations from Chinese OEMs.

Intel Core i9-14900KS Retail & OEM Packages Listed in France

We are likely to see even more Intel Core i9-14900KS pre-release leaks as its rumored mid-March launch window approaches—hardware sleuth, momomo_us, has spent the weekend following any Team Blue breadcrumb trails. Their latest discovery points to "BX8071514900KS" and "CM8071504820506" product codes, and two listings on PC21 France's web shop. Intel seems to be offering its upcoming limited edition Raptor Lake Refresh über-flagship unit in two different guises—the first being a traditional boxed package, and the second appears to be a tray option (for system integrators). As pointed out by VideoCardz, it is not unusual to see OEM parts reach retail channels—similar cases have leaked in the past. The no frills tray choice: "offers a more cost-effective option for users who don't require fancy packaging or bundled coolers, making it a budget-friendly choice for the new CPU."

The Core i9-14900KS is far from being a wallet friendly prospect, yet the untimely listings indicate that the OEM option shaves off a grand total of €16 (~$17.25) when lined up against its fancy boxed sibling. The French retailer states that both items are on order, with zero stock in their warehouses. The boxed Core i9-14900KS seems to cost €768.34 (~$828) including taxes, while the tray variant's entry indicates a charge of €752.62 (~$811), with VAT factored in. These leaked prices are subject to change—perhaps the current figures are based on a distributor's pre-launch estimation. PC21 France does not display any pricing for the already released Core i9-14900K and 14900KF SKUs, but VideoCardz has checked other retail listings in the country—they reckon that the gulf between "K" and "KS" is €146 (best case scenario).
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