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Realtek Demos First USB4 Hub Controller at Computex 2023

So far it has been very quiet on the market when it comes to USB4 hubs, with most products being based on Intel Thunderbolt hardware costing Thunderbolt money. Realtek was demoing its RTS5490 "hub router controller" at Computex and it's as far as we're aware, the first USB4 hub IC that has been announced. The RTS5490 supports speeds of up to 40 Gbps and it has one upstreams and four downstreams ports. It's also backwards compatible with Thunderbolt 3 and USB 3.2 Gen 2x2 (20 Gbps), as well as slower USB standards. It also supports the USB PD 3.1 standard and should as such be suitable for docking stations that can deliver up to 240 W to a connected laptop.

It also has native support for DisplayPort 2.1 Alt mode and UHBR20 up to 80 Gbps for DisplayPort signals. The demo board only had an older MST controller, so it would be limited to DP 1.4, but hopefully some company is working on a DP 2.1 MST controller, as this is required to split off the DP signal to the physical ports from USB-C. We were not given any details on when the RTS5490 will be available in the market and pricing will obviously depend on what kind of extra features are being added by the device makers, as it's unlikely that the first products based on it will be simple hubs.

Realtek Demos WiFi 7 at Computex 2023

Considering all the buzz around WiFi 7, there weren't many live demos at Computex, but Realtek had a demo running in its suite at the show. Realtek will offer both client and router/AP solutions, with their client product which goes under the RTL8922AE model name, coming in M.2 2230 and 1620 formats, where the latter is a solder down module. To simulate a real world scenario, Realtek was running a second radio to cause some additional interference, but the RTL8922AE test setup was still capable of delivering between 1,750 and 1,950 Mbps, which is almost twice as fast as WiFi 6, using a similar 2x2 antenna setup. This was obviously over a fairly short distance, so the question is how well WiFi 7 will work over longer distances.

The RTL8922AE has a claimed maximum sync speed of 2800 Mbps when connected to the 5 GHz and 6 GHz bands simultaneously and combining the bandwidth of both bands. However, it is limited to a 160 MHz channel bandwidth, whereas WiFi 7 can go up to a 320 MHz wide channel, but it's unclear if competing first gen clients will support this. The RTL8922AE also incorporates support for Bluetooth 5.4 and is as far as we're aware one of the first WiFi chips to support the upcoming standard that mostly focuses on improving BLE Audio and Auracast support. The RTL8922AE should launch sometime in the fourth quarter this year to Realtek's customers, so it might not appear on the market until early 2024.

Realtek's 5 Gbps Ethernet Solutions Will Reduce Cost and Power Draw Significantly

Realtek has decided to take consumer Ethernet speeds to a new level later this year with a family of 5 Gbps parts that are unlike anything its competitors have announced so far. The RTL8126-CG PCIe 3.0 x1 controller is a tiny QFN56 chip that measures 8 by 8 millimetres and consumes up to 1.7 Watt in use. This is unheard of when it comes to 5 Gbps solutions today, most of which are based on cut-down 10 Gbps chips. Realtek has verified the RTL8126-CG with stacked connectors for motherboards, as this was a requirement from the motherboard vendors. This solution should be available on most of the boards that were announced at Computex with 2.5 Gbps Ethernet support.

The company also has the RTL8251B-CG single port PHY which comes in the same packaging and same size as the PCIe controller. It's intended for use in 5 Gbps switches and should help bring down the cost, power consumption and thermals. Finally Realtek was showing off the RTL8157-CG, which is a USB 3.2 Gen 2 (10 Gbps) based 5 Gbps Ethernet bridge, which comes in a slightly different QFN68 package, but still apparently measures 8 by 8 millimetres. This one is expected to launch sometime in Q4 of this year. All three solutions are capable of delivering 5 Gbps Ethernet over Cat 5e cables of up to a 100 meter in length. We weren't given an exact price point of these solutions, but it sounded like the RTL8126-CG should end up at US$5 or less, which should be compared to at least US$20-30 for most similar solutions in the market today. It looks like the market for faster Ethernet is really getting interesting and Realtek is apparently planning a 10 Gbps solution for next year.

Revenue Decline of Global Top 10 IC Design Houses Expanded to Nearly 10% in 4Q22

The global economy has faced increased inflation risks and downstream inventory corrections in 2H22, which have affected IC design houses faster than wafer foundries, as they are far more sensitive and responsive to market reversals. TrendForce reports that adverse factors such as weak overall consumption, restrictions from China, and the slowdown of corporate IT spending and CSP demand have impacted the revenue performance of the world's top 10 IC design houses in 4Q22, leading to a QoQ decline of 9.2%, or approximately US$33.96 billion.

TrendForce predicts that the revenue of these top 10 companies keep declining—though with a slight convergence—into 1Q23, owing to ongoing inventory corrections across the entire supply chain as well as Q1 being the traditional off-season for consumer demand. Demand will continue to be weak despite new product launches and inventory replenishment in the supply chain.

ASUS Unveils Three AMD A620 Chipset Based Motherboards

It appears that the microATX form factor is the way to go when it comes to AMD A620 chipset based motherboards and ASUS has no less than three new models, although one is technically with or without WiFi. The new models are the TUF Gaming A620M-Plus, the TUF Gaming A620M-Plus WiFi and the Prime A620M-A. All three boards sport six layer PCBs with what appears to be fairly basic power regulation, although ASUS doesn't mention how many phases either model has on its product pages. All boards feature a single PCIe 4.0 x16 slot and two PCIe 3.0 x1 slots, as well as two M.2 NVMe slots that support PCIe 4.0 x4 based drives. All models also have four DDR5 DIMM slots, four SATA 6 Gbps ports and front panel connectors for a 5 Gbps USB 3.2 Gen 1 Type-C port and two 5 Gbps USB 3.2 Gen 1 Type-A ports.

Around the back is where things differ a bit, as the TUF boards have two DisplayPort 1.4 and one HDMI port, as well as two 5 Gbps USB 3.2 Gen 1 ports, four USB 2.0 ports, a PS/2 port and a 2.5 Gbps Ethernet port courtesy of a Realtek chip, as well a BIOS FlashBack button. The Prime board on the other hand replaces one DisplayPort output with a VGA connector for some reason and gets to make do with Gigabit Ethernet. The connectivity options aren't what we'd call impressive, but appears to be par for course compared to ASUS' competitors' products. Pricing appear to be in the range of €139-169.

BIOSTAR Launches the B760A-Silver Motherboard

BIOSTAR, a leading manufacturer of motherboards, graphics cards, and storage devices today, is excited to announce the brand new B760A-SILVER motherboard. Constructed around the Intel LGA1700 Socket, which supports both 12th and 13th-generation Intel processors, the B760A-SILVER motherboard is a jack of all trades, highly suitable for gamers and content creators who look for the most advanced features with a tolerable price tag.

Based on BIOSTAR's globally acclaimed RACING DNA, it offers efficient, reliable functionality typically found only on top-shelf motherboard offerings from market competitors. Signature RGB features, including the RGB ROCK ZONE, give any build a new level of depth and futuristic appeal that complements any color, style, or theme. The B760A-SILVER motherboard supports dual-channel DDR5 memory powered by advanced features like support for both AMD and Intel XMP RAM modules designed to facilitate unparalleled hardware acceleration and performance.

Total Revenue of Global Top 10 IC Design Houses for 3Q22 Showed QoQ Drop of 5.3%; Broadcom Overtaking NVIDIA and AMD

Global market intelligence firm TrendForce reports that the revenue generation momentum of the global IC design industry slowed down in 3Q22. The main factors behind this development were the Russia-Ukraine military conflict, the recent COVID-19 lockdowns in China, the ongoing inflation, and clients undergoing inventory corrections. The total revenue of the global top 10 IC design houses came to US$37.38 billion for 3Q22, showing a QoQ decline of 5.3%. Qualcomm remained first place in the ranking of the global top 10 IC design houses by revenue for 3Q22. Broadcom returned to second place by overtaking NVIDIA and AMD, who slipped to third and fourth respectively due to weakening demand for PCs and cryptocurrency mining machines.

Regarding US-based IC design houses that were in the top 10 group for 3Q22, Qualcomm recorded a QoQ increase for the sales of smartphone SoCs and 5G modem chips. It also made gains in the automotive electronics market by expanding its collaborations with partners in the automotive industry. As a result, Qualcomm's 3Q22 revenue figures for mobile and automotive offerings reflected QoQ increases of 6.8% and 22.0% respectively. The revenue growth of these two major product categories offset the marginal decline in the revenue for RF front-end chips. Qualcomm's IC design revenue as a whole climbed up by 5.6% QoQ to US$9.90 billion for 3Q22. The company sat firmly at the top of the ranking.

COLORFUL Presents Intel Z790 Series Motherboards for 13th Gen Intel Core CPUs

Colorful Technology Company Limited, a professional manufacturer of graphics cards, motherboards, all-in-one gaming and multimedia solutions, and high-performance storage, proudly presents its lineup of Intel Z790 Series motherboards for the Raptor Lake-based 13th generation Intel Core processors. COLORFUL presents a selection of ATX and micro-ATX motherboards under the enthusiast-class CVN Series and all-rounder micro-ATX BATTLE-AX Series motherboard. The COLORFUL Z790 Series motherboard lineup will feature DDR5 and DDR4 memory support in distinct motherboard models.

The CVN Z790D5 GAMING FROZEN and CVN Z790D5 GAMING PRO motherboards are designed for enthusiasts looking into maximizing the performance out of the 13th generation Intel Core processors with its 16+1+1 (55 A) power phase and 6-layered PCB design. Both motherboards comes with four PCIe Gen4 x4 M.2 slots for NVMe SSDs.

Global Top Ten IC Design House Revenue Spikes 32% in 2Q22, Ability to Destock Inventory to be Tested in 2H22, Says TrendForce

According to the latest TrendForce statistics, revenue of the top ten global IC design houses reached US$39.56 billion in 2Q22, growing 32% YoY. Growth was primarily driven by demand for data centers, networking, IoT, and high-end product portfolios. AMD achieved synergy through mergers and acquisitions. In addition to climbing to third place, the company also posted the highest annual revenue growth rate in 2Q22 at 70%.

Qualcomm continues in the No. 1 position worldwide, exhibiting growth in the mobile phone, RF front-end, automotive, and IoT sectors. Sales of mid/low-end mobile phone APs were weak but demand for high-end mobile phone APs was relatively stable. Company revenue reached US$9.38 billion, or 45% growth YoY. NVIDIA benefitted from expanded application of GPUs in data centers to expand this product category's revenue share past the 50% mark to 53.5%, making up for the 13% YoY slump in its game application business, bringing total revenue to US$7.09 billion, though annual growth rate slowed to 21%. AMD reorganized its business after the addition of Xilinx and Pensando. The company's embedded division revenue increased by 2,228% YoY. In addition, its data center department also made a considerable contribution. AMD posted revenue of US$6.55 billion, achieving 70% growth YoY, highest amongst the top ten. Broadcom's sales performance in semiconductor solutions remained solid and demand for cloud services, data centers, and networking is quite strong. The company's purchase order backlog is still increasing with 2Q22 revenue reaching US$6.49 billion, an annual growth rate of 31%.

ASUS Republic of Gamers Releases New Gaming Gear at Gamescom 2022

ASUS Republic of Gamers (ROG) today announced the latest gaming gear at Gamescom 2022, including the AMD X670E series motherboards, AIO coolers, PSU, displays, networking products, and peripherals. Along with these products, ROG released its first music single Reality, with vocals by renowned voice actor and musician Troy Baker, more commonly known for his roles in video games like The Last of Us and Uncharted series. An anime-inspired interactive 360° music video featuring the song is available on YouTube.

ROG Swift OLED PG42UQ / PG48UQ: The 42-inch ROG Swift OLED PG42UQ is designed for immersive desktop gaming and features 4K visuals at an overclocked 138 Hz refresh rate. The OLED panel ensures the deepest hues, as well as vibrant colors thanks to a 98% DCI-P3 color gamut and Delta E < 2 color difference. An ultrafast 0.1 ms (GTG) response time ensures great viewing and gaming experiences. The larger, 48-inch ROG Swift OLED PG48UQ is ideal for those looking to play their games on an even bigger scale. ROG OLED monitors include a custom heatsink that offers more surface area for heat exchange, resulting in up to 8% lower operating temperatures compared to ROG monitors without a heatsink to ensure better OLED performance and longevity.

ASRock Intros WRX80 Creator Motherboard for Threadripper PRO 5000 Processors

ASRock today introduced the WRX80 Creator, a Socket WRX8 motherboard for AMD Ryzen Threadripper PRO 5000 series workstation processors. Built in the E-ATX form-factor, the board draws power from a combination of 24-pin ATX, a 6-pin PCIe, and two 8-pin EPS connectors. The star attraction with this platform is 8-channel DDR4 memory, with all eight memory slots on this board featuring a dedicated memory channel. There are seven PCI-Express 4.0 x16 slots, from which five operate at full x16 bandwidth, and two can subtract 8 lanes each from two of the other x16 slots. So x16/x16/x16/NC/x16/NC/x16, or x16/x16/x8/x8/x8/x8/x16.

Storage connectivity on the ASRock WRX80 Creator include two M.2 PCIe Gen 4 slots, and a U.2 port, besides eight SATA 6 Gbps. Networking interfaces include two 10 GbE, WiFi 6E, Bluetooth 5.2, and a 1 GbE used by the IPMI controller. Speaking of which, an ASPEED AST2500 provides basic display and various remote management capabilities. USB connectivity includes two 40 Gbps USB4 ports with mini-DP inputs for DisplayPort passthrough, four 10 Gbps USB 3.2, and a number of 5 Gbps USB 3.2 ports. A premium onboard audio solution featuring a Realtek ALC1220, and TI NE5532 headphones amp, makes for the rest of it. The company didn't reveal pricing.

World's Top Ten IC Design Company Revenue Reached US$39.43 billion in 1Q22, Marvell Growth Rate Tops List, Says TrendForce

According to the latest TrendForce statistics, the top ten IC designers worldwide posted a combined revenue of US$39.43 billion in 1Q22, or 44% growth YoY. Qualcomm, NVIDIA, Broadcom ranked in the top three. After the acquisition of Xilinx, AMD surpassed MediaTek in the fourth position. In addition, according to TrendForce tracking of IC design industry trends, revenue generated by Will Semiconductor and Cirrus Logic was enough to be included in the top ten for the first time.

Benefiting from growth performance in handsets and RF front-end divisions in addition to its IoT and automotive divisions in 1Q22, Qualcomm's quarterly revenue reached US$9.55 billion, or 52% growth YoY, ranking number one in the world. The expanded application of GPUs in data centers boosted this portion of NVIDIA's revenue to 45.4%, surpassing the 45% accounted for by its gaming business, combining for a total revenue of US$7.9 billion, or 53% growth YoY. Broadcom's revenue from semiconductor solutions is substantial, including network chips, broadband communication chips, and storage and bridging chips. Its business has maintained stable sales performance, with revenue reaching US$6.11 billion, or 26% growth YoY. After the addition of Xilinx, AMD's revenue reached US$5.89 billion, or 71% growth YoY. However, even excluding Xilinx, due to strong sales in its enterprise, embedded and semi-customized divisions, AMD's own business revenue still hit an all-time high of US$5.33 billion.

BIOSTAR Intros B660T-Silver Mini-ITX Motherboard

BIOSTAR today introduced the B660T-Silver, a Socket LGA1700 motherboard in the Mini-ITX form-factor, based on the Intel B660 chipset. The board wires a 12th Gen Core "Alder Lake" processor with DDR4 memory, and a PCI-Express 5.0 x16 slot. It draws power from a combination of 24-pin ATX and 8-pin EPS connectors, and uses a 9-phase CPU VRM. Up to 64 GB of dual-channel DDR4 memory is supported, at overclocked speeds of up to DDR4-5000.

Storage connectivity of the BIOSTAR B660T-Silver includes four SATA 6 Gbps ports, and two M.2-2280 slots with PCI-Express 4.0 x4 wiring, one of which is connected to the CPU, and the other from the B660 PCH. Network connectivity includes a 2.5 GbE port driven by a Realtek RTL8125B, and provision for WLAN connectivity, including 2x2 antenna coaxial jacks, and an M.2 E-key slot with PCI-Express 3.0 x1 and USB 2.0 wiring, so you drop in your own WLAN module. 6-channel HD audio driven by a premium Realtek ALC1220 CODEC makes for the rest of it. The company didn't reveal pricing.

AMD Files Complaint Against Realtek, TCL for Graphics Patent Infringement

AMD and ATI Technologies ULC have filed a complaint with the United States International Trade Commission (USITC) against Realtek Semiconductor and TCL Industries holdings. The complaint lists five patent infringements from both companies, mostly related to graphics technologies such as texture decompression, a unified shader approach to graphics architectures, a multi-threaded graphics processing system, as well as methods to synchronize thread wavefront data and events and a patent covering a processing unit for asynchronous dispatch.

According to AMD, both companies integrated solutions based on AMD's intellectual property without appropriate, prior licensing. The USITC has already come forward with an investigation announcement towards a number of Realtek and TCL-designed products, including graphics systems, digital televisions, and assorted components, found in some products shipped and sold in the U.S. market. The lawsuit aims for an exclusion order and cease and desist on sales of affected products.

ASRock Reveals More Details About its Range of X670E Motherboards

Although there was a leak with a partial picture of the ASRock X670E Taichi board just days before Computex 2022 kicked off, it was hard to draw any real conclusions from it. The company has revealed more details about it, alongside the X670E Taichi Carrara, X670E Steel Legend and the X670E Pro RS. Let's start with the plain X670E Taichi, since this was the board that leaked. As is obvious now, the board doesn't feature a fan on the chipset heatsink, but rather a set of cogs, something we've seen before from ASRock. The board has very limited expansion options when it comes to PCIe slots, with a pair of x16 slots, which are sharing the 16 PCIe 5.0 lanes from the CPU and that's it. ASRock has gone for four M.2 slots, of which one is PCIe 5.0, most likely the one next to the memory slots. Interestingly, ASRock has kitted out the X670E Taichi with Thunderbolt 4, which means we're looking at an Intel chip here and there should also be support for USB4 and the two ports are located around the back of the board.

Biostar Shows Off X670E Valkyrie at Computex 2022

Biostar is seemingly trying to become more competitive in the consumer motherboard market and although the company has some catching up to do with the tier one motherboard brands, the company has put out some more interesting products in the past couple of years. Its VX670E Valkyrie motherboard seems to sit near the middle of the X670E models that have been announced so far, although it's a little bit hard to tell, as the company only provided partial specs. As this is an AMD X670E based board, the PCIe x16 slot is using PCIe 5.0, although it's multiplexed with the second x16 slot, which means if both slots are used, the bandwidth drops down to eight lanes per slot. The board layout doesn't suggest any PCIe 5.0 M.2 slots, but as this is mandatory on X670E board, we have to presume that the M.2 slot right below the x16 PCIe slot, is the PCIe 5.0 one. The board has a further three M.2 slots, as well as what appears to be an empty M.2 E-keyed slot for a WiFi/Bluetooth module.

Other features listed by Biostar includes 2.5 Gbps Ethernet via a Realtek chip, HDMI and DisplayPort outputs, six SATA 3 ports, one rear and one front header for USB Type-C Gen 3.2 2x2 (20 Gbps) ports, as well as Realtek based audio and a pair of ARGB headers. The board also has a debug LED and a few buttons and switches for resetting the CMOS, and powering the board on. Interestingly, Biostar also provided figures for the memory clock speed, as the company listed support for up to four sticks of DDR5 memory at 5600 MHz plus. AMD has already demoed higher memory clocks of 6000 and even 6400 MHz during its keynote, as supported by the footnotes that went alongside it, suggesting that this might just be a placeholder. Intel officially only supports 4800 MHz DDR5 memory, but speeds in excess of 6000 MHz doesn't appear to be an issue with the right motherboard and CPU combination. We'll have to wait and see what the official figures will be from AMD.

ASRock AM5 Motherboard and More Leaked Ahead of Computex

It appears that ASRock got a little bit too excited and posted a Computex video earlier today that contained a brief glimpse of its upcoming X670E Taichi motherboard. The screenshot that was captured by Wccftech doesn't give away too much details, but the board appears to have at least three M.2 slots and a pair of PCIe x16 slots, of which at least one is meant to be of the PCIe 5.0 variety. The rest of the board is covered in heatsinks and various shrouds. The board will feature Realtek's ALC4082 USB attached audio codec, as well as a ESS ES9218 DAC. It is also said to sport a 26-phase VRM setup. The board is also expected to have Thunderbolt 4 support. The video has unfortunately been taken down, so we'll have to wait until next week to find out more details.

In related news, @momomo_us has leaked details of several upcoming AM5 motherboards, of which four models are from ASRock and two from ASUS. The ASRock models are the X670E Taichi mentioned above, the X670 PG Riptide, X670 Phantom Gaming 4 and the X670 Steel Legend. The two ASUS models are the ProArt X670E-Creator WiFi and the ProArt B650-Creator. Finally Gigabyte has revealed that the company will be displaying its X670 Aorus Xtreme, X670 Master, X670 Pro AX and X670 AERO D at Computex next week. The company mentions PCIe 5.0 for both graphics and the M.2 interface, which pretty much cements the earlier rumors about AMD offering PCIe 5.0 support for the M.2 interface on the AM5 platform.

BIOSTAR Announces New B660M-SILVER Motherboard

BIOSTAR, a leading manufacturer of motherboards, graphics cards, and storage devices today introduces their brand new B660M-SILVER motherboard. Top shelf performance packed in a compact uATX form-factor, BIOSTAR's new B660M-SILVER motherboard is ready to take the market by storm. Designed based on Intel's B660 chipset, the B660M- SILVER carries unparalleled compatibility with all the latest Intel 12th gen processors.

Highly suitable for content creators, casual gamers, or as a solid base for a daily driver pc, the new B660M-SILVER motherboard is a jack of all trades, built to cater to a broad use spectrum. Carrying BIOSTAR's signature SILVER range styling and added RGB customizability, the B660M-SILVER motherboard makes any build look special.

Amid Rising Volume and Pricing, Top 10 IC Design Companies Post 2021 Revenue Topping US$100 Billion

According to TrendForce research, due to vigorous stocking of various terminal applications causing a shortage of wafers in 2021, the global IC industry was severely undersupplied. This, coupled with spiking chip prices, boosted 2021 revenue of the global top ten IC design companies to US$127.4 billion, or 48% YoY. TrendForce further indicates three major disparities from the 2020 ranking. First, NVIDIA surpassed Broadcom to take the second position. Second, Taiwanese companies Novatek and Realtek rose to sixth and eighth place, respectively. Originally ranked tenth, Dialog was replaced at this position by Himax after Dialog was acquired by IDM giant Renesas.

Qualcomm continues its reign as number one in the world, primarily due to 51% and 63% growth YoY in sales of mobile phone SoC (System on Chip) and IoT chips, respectively. The addition of diversified development in its RF and automotive chip businesses were key to a 51% increase in revenue. NVIDIA implemented an integration of software and hardware, demonstrating its ambitions in creating a "comprehensive computing platform." Driven by annual growth of gaming graphics card and data center revenue at 64% and 59%, respectively, NVIDIA successfully climbed to second place. Broadcom benefited from the stable sales performance of network chips, broadband communication chips, and storage and bridging chips, with revenue growing 18% YoY. AMD's computer and graphics revenue grew by 45% YoY due to strong sales of the Ryzen CPU and Radeon GPU and rising average selling price. Coupled with accelerating demand from cloud companies, the annual revenue of AMD's enterprise, embedded, and semi-customized divisions increased by 113%, driving annual growth of total revenue to 68%.

CISA Advises Owners of Certain D-Link Routers to Urgently Retire Them

The US Cybersecurity and Infrastructure Security Agency, or CISA, is advising consumers and businesses to retire a whole range of D-Link routers, due to the devices being EOL. This is due to a severe vulnerability that affects the devices that goes under the CVE-ID of CVE-2021-45382. This is a remote command execution (RCE) vulnerability and it's not likely to get patched by D-Link and is considered serious enough that these devices should be taken offline post-haste. The vulnerability would allow an attacker to take over these devices using "diagnostic hooks" in the ncc2 service, which is tied to the DDNS function and would allow an attacker to gain full access by injecting malicious code.

Proof of concept code already exists on GitHub, which makes the likelihood of this attack vector being used even more likely. The known affected devices so far are the D-Link DIR-810L, DIR-820L/LW, DIR-826L, DIR-830L, and DIR-836L and all hardware revisions are affected. Most of these routers were released around 2012 to 2014 and are either 802.11n or 802.11ac devices based on what appears to be Realtek or Ralink (now MediaTek) hardware. These aren't the only devices that CISA has given advice on recently, as the D-Link DIR-610 and DIR-645, as well as the Netgear DGN2200 are also devices that CISA recommends retirement for.

8-inch Wafer Capacity Remains Tight, Shortages Expected to Ease in 2H23, Says TrendForce

From 2020 to 2025, the compound annual growth rate (CAGR) of 12-inch equivalent wafer capacity at the world's top ten foundries will be approximately 10% with the majority of these companies focusing on 12-inch capacity expansion, which will see a CAGR of approximately 13.2%, according to TrendForce's research. In terms of 8-inch wafers, due to factors such as difficult to obtain equipment and whether capacity expansion is cost-effective, most fabs can only expand production slightly by means of capacity optimization, equating to a CAGR of only 3.3%. In terms of demand, the products primarily derived from 8-inch wafers, PMIC and Power Discrete, are driven by demand for electric vehicles, 5G smartphones, and servers. Stocking momentum has not fallen off, resulting in a serious shortage of 8-inch wafer production capacity that has festered since 2H19. Therefore, in order to mitigate competition for 8-inch capacity, a trend of shifting certain products to 12-inch production has gradually emerged. However, if shortages in overall 8-inch capacity is to be effectively alleviated, it is still necessary to wait for a large number of mainstream products to migrate to 12-inch production. The timeframe for this migration is estimated to be close to 2H23 into 2024.

An "Audiophile Grade" SSD—Yes, You Heard That Right

A company dealing with niche audiophile-grade electronics on Audiophile Style, a popular site and marketplace for the community, conjured up an SSD that it feels offers the best possible audio. Put simply, this is an M.2-2280 NVMe SSD with a fully-independent power delivery mechanism (one that's isolated from the motherboard's power delivery), and an over-the-top discrete clock-source for its controller. The drive has its own 5 V 2-pin DC input and switching hardware onboard, including [get this] a pair of Audionote Kaisei audio-grade electrolytic capacitors in place of what should have been simple solid-state SMD capacitors that are hard to even notice on any other drive. It doesn't end there.

Most NVMe SSDs have a tiny 2 mm x 2 mm SMD oscillator that's used by the controller for clock-generation. This drive features a Crystek CCHD-957 high-grade Femto oscillator. These oscillators are found in some very high-grade production or scientific equipment, such as data-loggers. For the drive itself, you get a Realtek DRAM-less controller, and a single 1 TB TLC NAND flash chip that's forced to operate in SLC mode (333 GB). On a scale of absurdity, this drive is right up there with $10,000 HDMI cables. Digital audio is stored in ones and zeroes, and nothing is accomplished through an isolated power delivery or clock generation on the storage media. It's nice of the designers to include jumpers that let you switch between the discrete power source and motherboard power; so listeners can see the snake-oil for themselves.

3Q21 Revenue of Global Top 10 IC Design (Fabless) Companies Reach US$33.7 billion, Four Taiwanese Companies Make List, Says TrendForce

The semicondustor market in 3Q21 is red hot with total revenue of the global top 10 IC design (fabless) companies reaching US$33.7 billion or 45% growth YoY, according to TrendForce's latest investigations. In addition to the Taiwanese companies MediaTek, Novatek, and Realtek already on the list, Himax comes in at number ten, bringing the total number of Taiwanese companies on the top 10 list to 4.

Qualcomm has been buoyed by continuing robust demand for 5G mobile phones form major mobile phone manufacturers with further revenue growth from its processor and radio frequency front end (RFFE) departments. Qualcomm's IoT department benefited from strong demand in the consumer electronics, edge networking, and industrial sectors, posting revenue growth of 66% YoY, highest among Qualcomm departments. In turn, this drove Qualcomm's total 3Q21 revenue to US$7.7 billion, 56% growth YoY, and ranking first in the world.

AMD to Steer Motherboard Partners Away from Intel WLAN, Toward MediaTek Co-branded Ones

Intel has dominated the client Wi-Fi + Bluetooth network adapter market in the PC space for some time now, particularly with WiFi 6 and WiFi 6E interfaces integrated with motherboards. Even on the AMD platform, motherboard vendors have extensively packaged not just Intel-branded WiFi + Bluetooth modules, but also their wired LAN controllers. In the commercial desktop and commercial notebook markets, Intel leverages this position to push its vPro management suite, with Intel WLAN controllers featuring vPro support. This is something felt lacking in the rival AMD PRO ecosystem, and something the company is looking to change with its collaboration with MediaTek.

AMD RZ660 will be the first controller based on this partnership. Based on the MediaTek Filogic 330P chipset, the controller combines WiFi 6E (6 GHz), with the latest generation Bluetooth (at least Bluetooth 5.2). Driver software and support for this solution will be handled by AMD, as would distribution. MediaTek stated that the first notebooks and desktop PCs (includes DIY motherboards) featuring the AMD RZ660 will debut in 2022. The AMD-supplied driver software would also enable the company to create special "PRO" variants of the RZ660 to bundle with its Ryzen PRO SoCs for the commercial PC and workstation markets. There doesn't appear to be any such collaboration with wired Ethernet, as there is an even competition between Intel and Realtek over the 2.5 GbE PHY market, with both companies offering gaming-specific variants—Intel Killer and Realtek DragonLAN.

BIOSTAR Announces RACING Z690GTA Motherboard

BIOSTAR, a leading manufacturer of motherboards, graphics cards, and storage devices today, announces the brand-new RACING Z690GTA motherboard. Enter the battlefield in confidence with BIOSTAR's renowned RACING series Z690GTA motherboard. Designed based on the Intel Z690 chipset with the latest LGA1700 socket, the new RACING Z690GTA motherboard is the best choice to run the latest Intel 12th gen Alder Lake processors.

Carrying forward the legacy of its predecessors the new RACING Z690GTA motherboard looks and feels otherworldly. Style, power, and grace packed in an exciting new armor design; the motherboard is tastefully designed to make any PC build stand out from the rest. Featuring a 17-phase power design and Active cooling armor gear with fins heat sink, BIOSTAR has actively focused on stable power management and heat dissipation this year, greatly enhancing the performance and durability of its components.
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