A fresh leak suggests that MSI is "all in" with its upcoming rollout of GeForce RTX 5060 Ti 16 GB custom card lineup. Earlier today, I_Leak_VN uploaded a fuzzy list of nine unannounced models to social media. By some undisclosed means, the reliable Vietnamese tracker of inside info had acquired a pre-launch chart of VANGUARD, GAMING TRIO, INSPIRE, VENTUS and SHADOW options—mostly in factory overclocked forms. Late last week, GIGABYTE—another Taiwanese manufacturer—registered a wide variety of competing 16 GB VRAM-equipped offerings in South Korea. MSI's alleged card count is greater (9 vs. 7); having the advantage with four different VENTUS models.

Unlike its nearby rival, MSI has opted out of the AMD Radeon battle for this generation (RDNA 4). With full concentration on Team Green, the "Blackwell" GB206 GPU was seemingly deemed worthy of bearing the brand's premium VANGUARD cooling solution—as implied by a headlining position on I_Leak_VN's screenshot. Sitting at the bottom is MSI's barebones SHADOW 2X design; we do not know whether a new entrant will reuse the exact same dinky enclosure that is present on their GeForce RTX 5070 SHADOW 2X cards (standard and OC). Visual confirmation is expected to arrive next week; industry insiders believe that global retail stock will appear on April 16.

Not too long after delivering its in-depth Switch 2 showcase, Nintendo of America and retail partners postponed pre-launch reservations for the forthcoming hybrid gaming console. An official announcement stated: "pre-orders for Nintendo Switch 2 in the U.S. will not start April 9, 2025 in order to assess the potential impact of tariffs and evolving market conditions. Nintendo will update timing at a later date. The launch date of June 5, 2025 is unchanged." The vast majority of industry watchdogs reckon that company will be assessing an adjustment of launch day product MSRPs. Last week's North American presentation outlined price points of $449.99 and $499.99; for a standard package and a Mario Kart World Pack (respectively). Theorized adjustments could extend to physical copies of games, as well as accessories; e.g. the Switch 2 Pro Controller.

Gamers further north—in the neighboring nation of Canada—were relieved about last week's alert being non-applicable to their market region. Up until yesterday, pre-orders were on track at CA$629.99 (base console) and CA$699.99 (with Mario Kart World). Unfortunately, the House of Mario's Canuck branch has confirmed that recent events have had a knock-on effect for local customers. As disclosed in a statement to MobileSyrup, Nintendo of Canada explained: "pre-orders for Nintendo Switch 2 in Canada will not start on April 9, 2025 in order to align with the timing of pre-orders to be determined in the U.S....Nintendo will provide updated information at a later date. The launch date of June 5, 2025 is unchanged." MobileSyrup's report was updated yesterday evening; with links to social media bulletins posted by the regional arms of Walmart and GameStop. Both retail outlets repeated Nintendo of Canada's disappointing message.

Since its summer 2023 launch, Apple's pricey Vision Pro mixed reality headset has not exactly attracted a mainstream audience. Roughly a year later, rumors of a (then) recently canceled successor appeared online—insiders posited that company engineers had pivoted onto the development of a cheaper alternative model. Vision Pro "Version 1.0" arrived with an intimidating $3499 price tag; thus eliminating interest from a wide swath of potential AR/VR headset enthusiast customers. Industry insiders reckon that Apple had "abruptly reduced production" of the current-gen model last October, with further whispers suggesting a complete cessation of manufacturing activities by the end of 2024. Yesterday, an ITHome article cited compelling claims made by supply chain insiders—the initiation of mass production for a speculated second generation "Apple XR/Vision Pro" device.

The online report stated that: "multiple independent sources (have) confirmed that the panels, shells and other key components of the second-generation Apple XR headset are already in production." Very specific leaked information indicates Lens Technology being the exclusive supplier of glass panel pieces, and Changying Precision tasked with the making of the next-gen model's casing. Additionally, several contract circuit manufacturers are supposedly "rushing to complete orders." Secretive figures posit that Apple will release its sequel mixed reality headset later on in 2025. Differing "expert opinions" have not determined whether this incoming set of fancy goggles will be the predicted "cheaper" model, or a proper "M5 SoC-powered" successor.

Samsung's foundry business seems to be busying itself with the rumored refinement of a 2 nm GAA (SF2) manufacturing node process—for possible mass production by the end of 2025, but company leadership will very likely be considering longer term goals. Mid-way through last month, industry moles posited that the megacorporation's semiconductor branch was questioning the future of a further out 1.4 nm (SF1.4) production line. Officially published roadmaps have this advanced technology rolling out by 2027. Despite present day "turmoil," insiders believe that a new team has been established—tasked with the creation of a so-called "dream semiconductor process." According to a fresh Sedaily news article, this fledgling department has started development of a 1 nm foundry process.

Anonymous sources claim that Samsung executives are keeping a watchful eye on a main competitor—as stated in the latest South Korean report: "there is a realistic gap with Taiwan's TSMC in technologies that are close to mass production, such as the 2 nm process, the company plans to speed up the development of the 1 nm process, a future technology, to create an opportunity for a turnaround." A portion of the alleged "1 nm development chip team" reportedly consists of veteran researchers from prior-gen projects. Semiconductor industry watchdogs theorize that a canceled SF1.4 line could be replaced by an even more advanced process. Sedaily outlined necessary hardware upgrades: "the 1.0 nanometer process requires a new technology concept that breaks the mold of existing designs as well as the introduction of next-generation equipment such as high-NA EUV exposure equipment. The company is targeting mass production after 2029." Samsung's current Advanced Technology Roadmap does not extend beyond 2027—inside sources claim that the decision to roll with 1.0 nm was made at some point last month.

At some point in 2023, Sam Altman founded a new AI hardware device firm: io Products. Last September, Jony Ive confirmed his involvement in this startup tech company. Industry whispers suggest that Open AI's CEO (Altman) and the former Apple chief designer (Ive) were collaborating on the making of voice-enabled smart AI assistant household products. According to a (paywalled) The Information news article, this fledgling operation attracted an "undisclosed amount of funding" from wealthy benefactors. The "small team" is reportedly working on some type of "revolutionary" screenless AI phone, but this rumored project is likely in a very early stage of development—so moles have not disclosed exact details.

The report posits that Ive has recruited Tang Tan and Evans Hankey—both high-level ex-Apple industrial leads, with long-term iPhone design experience. The Information's anonymous inside sources believe that Ive's LoveFrom boutique agency will determine the visual setup for forthcoming io Products smart devices. Additionally, the report extends to a potential takeover bid—valued at around $500 million (USD)—coming from Altman's main gig. Open AI's leadership is supposedly weighing up its options. The Information disclosed an alternative avenue; a simple partnership—rather than a comprehensive takeover.

Last week, industry reports pointed to evidence of NVIDIA H20 AI GPU shortages in China—supply chain insiders expressed frustration about limited availability, and alleged price hikes. Days later, local media outlets have disclosed staggering sales figures. Two unnamed sources opine that the likes of Tencent, Alibaba and ByteDance have spent roughly US$16 billion on H20 purchases, across the first three months of 2025. Back in February, Reuters noted an extraordinary surge in orders for: "(Team Green's) H20 model—the most advanced AI processor legally available in China under U.S. export controls—driven by booming demand for Chinese startup DeepSeek's low-cost AI models." The unprecedented rush—to secure precious AI-crunching hardware—was likely motivated by whispers of elevated restrictions; coming from across the Pacific Ocean.

Curiously, local government bodies have allegedly "advised" a stoppage of H20 orders—a recent Financial Times article suggested that this message was directed at the nation's largest AI players (mentioned above). A few industry moles believe that NVIDIA's engineering department is working on another Chinese market exclusive AI chip, although it is not clear whether a new entrant will be designed to conform to recently introduced "not very strict" environmental regulations. Anonymous sources have made noise about an upgraded H20 variant; sporting fancy HBM3E modules.

Industry insiders posit that TSMC's two flagship fabrication facilities are running ahead of schedule with the development of an advanced 2 nm (N2) process node. A cross-facility mass production phase is tipped to begin later this year, which leaves room for next-level experiments. Taiwan's Economic Daily News has heard supply chain whispers about the Baoshan "P2" plant making internal preparations for a truly cutting edge 1.4 nm-class product. According to the report, unnamed sources have claimed that: "TSMC has made a major breakthrough in the advancement of its 1.4 nm process. (The company) has recently notified suppliers to prepare the necessary equipment for 1.4 nm, and plans to install a trial production 'mini-line' at P2 (Baoshan Fab 20)."

Their Hsinchu-adjacent "Fab 20" site is touted as a leading player in the prototyping of this new technology. Industry moles reckon that "1.4 nm expertise" will eventually trickle over to nearby "P3 and P4 plants" for full production phases. Allegedly, these factories were originally going to be involved in the manufacturing of 2 nm (N2) wafers. Additionally, TSMC's "Fab 25" campus could potentially play host to trial 1.4 nm activities—the Economic Daily News article proposes that four plants based in the Central Taiwan Science Park are pitching in with collaborative work. As interpreted by TrendForce, "P1" could begin "risk trial production" by 2027, followed by full-scale output within the following year.

NVIDIA and its laptop/notebook manufacturing partners have just about managed a very last minute launch of GeForce RTX 5090 Mobile, RTX 5080 Mobile, RTX 5070 Ti Mobile GPU-powered devices at retail. According to the latest reports, yesterday's—March 31—small trickle out of high-end portable "Blackwell" hardware qualified as a launch within the first quarter of 2025. Due to Team Green's GeForce RTX 50 series being affected by ROPs anomalies—across desktop and mobile platforms—involved firms anticipated deliveries being delayed into April. As stated early last month, unnamed industry sources divulged details about official instructions: "manufacturers (must) inspect already-produced notebooks with new mobile GeForce RTX 5000 graphics chips." Going further back in time, supply chain moles predicted that the entire product stack—starting at the top with GeForce RTX 5090 M, going down to RTX 5070 M—would be subject to postponements.

PC gaming hardware watchdogs noticed a very limited supply of GeForce RTX 5090 Mobile-based laptops on "day one," at least in North America. VideoCardz spent some time combing through Newegg listings, after hearing about the Q1 launch via official social media announcements. The likes of ASUS, GIGABYTE, HP, Lenovo, MSI and Razer opened up direct pre-orders on February 25, but yesterday's embargo lift seemed to extend to general retails outlets. VideoCardz noted that the cheapest—at $4299—GeForce RTX 5090 Laptop options were already sold out. MSI's North American store lists an "out of stock" Titan 18 HX Dragon Edition Norse Myth 18-inch model with an eye-watering price tag of $6199.99. Additionally, the publication pointed out the best GeForce RTX 5080 Laptop starting price: $2499.99. GeForce RTX 5070 Ti Laptops start at $1899.99 on Newegg, but RTX 5070 Mobile-based options seemed to be absent. The online retailer's stock notification system predicts late April or early May replenishments of higher-end stock.

Going back to the start of this year, TSMC's trial run of a cutting-edge 2 nm (N2) node process was reportedly progressing beyond initial expectations. According to industry moles, two flagship fabrication facilities are "optimistically" tipped to pump out 80,000 units per month (by the end of 2025). This cross-facility total figure was linked to TSMC's Baoshan—located near the Northern Taiwanese city of Hsinchu—and Kaohsiung (in the South) plants. The latest regional reports suggest that the aforementioned trial phase was a resounding success, with pleasing results pointing to an "ahead of schedule" transfer to mass production phases. Insiders previously heard about the Kaohsiung production hub's schedule; with mass production set to start by early 2026—according to fresh rumors, revised calendars have a kick-off window repositioned somewhere in late 2025. Apparently a special "2 nm plant expansion ceremony" took place in that location, earlier today.

A noted semiconductor business analyst—Ming-Chi Kuo—reckons that recent 2 nm pilot yields have progressed well over the 60% mark, meaning that the involved foundry teams are more than ready to move onto kicking things into high gear. Taiwan's Economic News Daily anticipates significant financial gains, due to TSMC N2 products already being in high demand: "the quarterly revenue in the second half of the year is expected to reach one trillion yuan (~US$30.1 billion) for the first time, and it is poised to challenge the goal of earning twice the share capital in a quarter and rewrite the record for a single quarter." The local publication claims that TSMC Baoshan's "first batch of production capacity" is fully reserved for Apple, while Kaohsiung will take care of orders for other (i.e. less) important customers.

According to a report produced by semiconductor industry analysts at Kiwoom Securities—a South Korean financial services firm—Semiconductor Manufacturing International Corporation (SMIC) is expected to complete the development of a 5 nm process at some point in 2025. Jukanlosreve summarized this projection in a recent social media post. SMIC is often considered to be China's flagship foundry business; the partially state-owned organization seems to heavily involved in the production of (rumored) next-gen Huawei Ascend 910 AI accelerators. SMIC foundry employees have reportedly struggled to break beyond a 7 nm manufacturing barrier, due to lack of readily accessible cutting-edge EUV equipment. As covered on TechPowerUp last month, leading lights within China's semiconductor industry are (allegedly) developing lithography solutions for cutting-edge 5 nm and 3 nm wafer production.

Huawei is reportedly evaluating an in-house developed laser-induced discharge plasma (LDP)-based machine, but finalized equipment will not be ready until 2026—at least for mass production purposes. Jukanlosreve's short interpretation of Kiwoom's report reads as follows: (SMIC) achieved mass production of the 7 nm (N+2) process without EUV and completed the development of the 5 nm process to support the mass production of the Huawei Ascend 910C. The cost of SMIC's 5 nm process is 40-50% higher than TSMC's, and its yield is roughly one-third." The nation's foundries are reliant on older ASML equipment, thus are unable to produce products that can compete with the advanced (volume and quality) output of "global" TSMC and Samsung chip manufacturing facilities. The fresh unveiling of SiCarrier's Color Mountain series has signalled a promising new era for China's foundry industry.

Intel GPU enthusiasts have been waiting patiently for news regarding higher-end models; ever since the launches of wallet-friendly Arc Xe2 "Battlemage" B580 and B570 graphics cards. As the cliché goes; recent silence has been deafening—we last heard about a speculative expanded lineup of B-series SKUs around late January. At the time, three mysterious "Battlemage" PCI identifiers turned up online; courtesy of Tomasz Gawroński's detective work. Opinions were split about the exact nature of these leaked "BMG" IDs; one camp envisioned Team Blue having professional variants of their existing B580 in the pipeline—presumably with generously specced pools of 24 GB VRAM onboard. A more optimistic group posited that Intel's Arc Xe2 desktop gaming family would welcome more potent "B750, B770," and (maybe) "B780" SKUs.

Yesterday, Tomasz Gawroński (aka GawroskiT) interacted with another notable source of inside track information: Jaykihn (jaykihn0). Plenty of Team Blue-related "scoops" have emerged via Jaykihn's social media channel; mostly predictions regarding upcoming desktop, mobile and enterprise CPUs. Their latest leak indicates Intel's alleged abandoning of a high-end/larger "BMG-G31" GPU die in 2024; within the third quarter of that year. Insiders have long insisted that the Arc Xe2 "Battlemage" project navigated choppy waters during development; hence the appearance of endless theories about the whole caboodle being called off. Jaykihn clarified that he believes that a "retail" launch of "BMG-G31" dGPUs will no longer take place. Many watchdogs will assume that a gap will be filled by forthcoming Arc Xe3 "Celestial" discrete GPUs. Jaykihn stated that they have no fresh insights into how that project is going.

Micron Technology, Inc. (Nasdaq: MU) today announced results for its second quarter of fiscal 2025, which ended February 27, 2025.

Fiscal Q2 2025 highlights

• Revenue of $8.05 billion versus $8.71 billion for the prior quarter and $5.82 billion for the same period last year
• GAAP net income of $1.58 billion, or $1.41 per diluted share
• Non-GAAP net income of $1.78 billion, or $1.56 per diluted share
• Operating cash flow of $3.94 billion versus $3.24 billion for the prior quarter and $1.22 billion for the same period last year

"Micron delivered fiscal Q2 EPS above guidance and data center revenue tripled from a year ago," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. "We are extending our technology leadership with the launch of our 1-gamma DRAM node. We expect record quarterly revenue in fiscal Q3, with DRAM and NAND demand growth in both data center and consumer-oriented markets, and we are on track for record revenue and significantly improved profitability in fiscal 2025."

The "standard" ASUS ROG Astral RTX 5090 OC Edition is already a really an "astronomically expensive" prospect (if you can find available stock); launch MSRP was $2800, but retailers pushed that figure beyond the $3000 mark. An even fancier golden variant exists—as a reminder; news outlets picked up on the existence of a "Dhahab" model early last month. This luxuriously decorated collector piece was likely introduced as a regional exclusive, for MENA (Middle-East and North Africa). This week, ASUS managed to sneak one gold encrusted sample out to San Francisco, California.

Ernest Cheng—Director of Marketing at the firm's North American branch—shared a photo (via LinkedIn) of the very unique ROG Astral RTX 5090 Dhahab OC Edition model; freshly scribbled on by Jensen Huang during GTC 2025. The ASUS exec commented on this blessing: "graphics card is one of a kind when it's been anointed. But it says a lot more when it's a Golden ROG RTX 5090 Astral." Press outlets reckon that this extremely special item will be auctioned off for charity; the presence of Team Green CEO's autograph and slogan ("RTX ON!") will boost its value severalfold. A Jensen Huang-signed ROG MATRIX RTX 4090 PLATINUM card attracted a top bid of $16,000; Der8auer (aka Roman Hartung) was officially congratulated as the winner back in late 2023.

Update 18:02 UTC: ASUS has confirmed that it will be supporting a local charity: "we are extremely honored to have this special edition ROG Astral RTX 5090 Dhahab OC graphics card, signed by NVIDIA CEO Jensen Huang. This card will be officially auctioned to support relief efforts for the California wildfires in Los Angeles."

Over a year ago, industry watchdogs posited that Apple was patiently waiting in line at the front of TSMC's 2 Nanometer GAA "VVIP queue." The securing of cutting-edge manufacturing processes seems to be a consistent priority for the Cupertino, California-headquartered fabless chip designer. Current generation Apple chipsets—at best—utilize TSMC 3 nm (N3E) wafers. Up until very recently, many insiders believed that the projected late 2026 launch of A20 SoC-powered iPhone 18 smartphones would signal a transition to the Taiwanese foundry's advanced 2 nm (N2) node process. Officially, TSMC has roadmapped the start of 2 nm mass production around the second half of 2025.

According to Jeff Pu—a Hong Kong-based analyst at GF Securities—the speculated A20 (2026) chipset could stick with N3P. Leaks suggest that aspects of Apple's next in line "A19" and "A19 Pro" mobile SoCs could be produced via a 3 nm TSMC process. MacRumors has picked up on additional inside track whispers; about Apple M5 processors (for next-gen iPad Pro models) being based on N3P—"likely due to increased wafer costs." Pu reckons that Apple's engineering team has provisioned a major generational improvement with A20's AI capabilities, courtesy of TSMC's Chip on Wafer on Substrate (CoWoS) packaging technology. This significant upgrade is touted to tighten integration between the chip's processor, unified memory, and Neural Engine segments. Revised insider forecasts have positioned A21 chip designs as natural candidates for a shift into 2 nm GAA territories.

According to The Korea Economic Daily, an unlikely alliance—involving Samsung Electronics and Palantir Technologies—was formed at the end of last year. Late last week, insiders posited that the South Korean megacorporation's Foundry business was going through troubled times. It is not clear whether the assistance provided by Palantir's AI-infused suite has produced pleasing results chez Samsung's flagship production hubs, but insiders reckon that utilization of the software started just before Christmas. Local media outlets view this unusual pairing as a "gamble"—reportedly, the new-ish initiative has targeted an improved "semiconductor yield (ratio of good products in total production), quality, and productivity."

The Samsung Foundry appears to be going "all-in" with its 2 nm GAA node process; industry moles picked up on signals transmitted by an alleged special "task force (TF)." This elite team is reportedly entrusted with a challenging two-pronged goal; get 2 nm GAA over the finish line by late 2025, alongside the (connected) finalization of a much-rumored "Exynos 2600" mobile chipset. The Korea Economic Daily news article mentions the expansion of a "Samsung DS Division AI Center" back in December (2025), but falls short of labelling this department as the aforementioned "special task force." Despite a previous reluctance to share sensitive data with external companies, the latest report suggests a significant change in strategy. Further details were disclosed: "(Samsung's) collaboration with Palantir is handled by the DS Division AI Center...The AI Center is an organization that merged the DS Division Innovation Center and SAIT (formerly Samsung Advanced Institute of Technology) AI Center, and is developing DS Division-specific technologies using AI, advancing development software, building AI platforms, and controlling and advancing facilities and infrastructure." Around late February, industry inside trackers predicted continued "smooth" progress with the 2 nm GAA node. Samsung Foundry's fully upgraded "S2" mass production line is expected to come online by Q4 2025.

Not that long ago, an Xbox executive claimed that an Xbox handheld gaming device is still in the prototyping stage, with a launch expected to take place sometime in the next two to three years. There is no denying that the handheld segment is an incredibly lucrative space, boosted by the impressive performance and efficiency gains made by the chip giants in recent years. Microsoft clearly intends to take a piece of the pie, and as a recent report by Windows Central pointed out, the first Xbox-branded handheld is in development and may even see the light of day as early as the third or fourth quarter of this year. Now, a fresh report by The Verge has revealed that Microsoft might be collaborating with ASUS in order to bring the handheld gaming device to market.

This is quite interesting, considering that ASUS is one of the most well-known players in the handheld segment, thanks to its ROG Ally lineup. But the conflict of interest shouldn't be much of a hassle - Lenovo is also a major player in the segment, and did not hesitate teaming up with Valve to bring the first third-party SteamOS handheld to the market. Microsoft is likely targeting something similar, intending to combine Xbox and Windows platforms in order to improve the experience for developers and players alike, allowing better inter-compatibility of games between handheld, PC, and console platforms. Essentially, the handheld will reportedly feature an Xbox-like interface, but will be powered by Windows underneath. The aforementioned late-2025 launch timeline is still in place, but considering the very nature of early reports, accept this information with a grain of salt.

According to a Reuters technology report, Meta's engineering department is engaged in the testing of their "first in-house chip for training artificial intelligence systems." Two inside sources have declared this significant development milestone; involving a small-scale deployment of early samples. The owner of Facebook could ramp up production, upon initial batches passing muster. Despite a recent-ish showcasing of an open-architecture NVIDIA "Blackwell" GB200 system for enterprise, Meta leadership is reported to be pursuing proprietary solutions. Multiple big players—in the field of artificial intelligence—are attempting to breakaway from a total reliance on Team Green. Last month, press outlets concentrated on OpenAI's alleged finalization of an in-house design, with rumored involvement coming from Broadcom and TSMC.

One of the Reuters industry moles believes that Meta has signed up with TSMC—supposedly, the Taiwanese foundry was responsible for the production of test batches. Tom's Hardware reckons that Meta and Broadcom were working together with the tape out of the social media giant's "first AI training accelerator." Development of the company's "Meta Training and Inference Accelerator" (MTIA) series has stretched back a couple of years—according to Reuters, this multi-part project: "had a wobbly start for years, and at one point scrapped a chip at a similar phase of development...Meta last year, started using an MTIA chip to perform inference, or the process involved in running an AI system as users interact with it, for the recommendation systems that determine which content shows up on Facebook and Instagram news feeds." Leadership is reportedly aiming to get custom silicon solutions up and running for AI training by next year. Past examples of MTIA hardware were deployed with open-source RISC-V cores (for inference tasks), but is not clear whether this architecture will form the basis of Meta's latest AI chip design.

Frequenters of the MindFactory.de webshop have highlighted worrying signs of decline. A telling example was posted to the (German language) PCBaumeister subreddit; where a member queried: "what's going on at MindFactory? Only 12 Intel CPUs, 36 graphics cards (all brands), 30 monitors left on offer. Are they going bankrupt or are they emptying their inventory?" Similar alerts landed across PC hardware discussion boards—regional press outlets started to pay attention once a decent number of observations were tallied. Even VideoCardz started to receive tip-offs from its German readership, regarding MindFactory's very limited selection of previous-gen NVIDIA graphics cards (see screenshot below). According to the latest news articles, higher-end GeForce 40-series models are not listed. Additionally, there is a distinct lack of GeForce 50-series products on the webstore. VideoCardz found plenty of entries for AMD Radeon graphics cards, but nothing newer or more advanced than the RX 7800 XT.

Curious customers have contacted the webshop's service team, regarding low inventory and lack of product variety. A typical response reads as follows: "we (Mindfactory.de) are currently restructuring our store, which is why we have so few items in stock at the moment. If you have any questions, please do not hesitate to contact us." Following on from community tips, local media outlets have shared their own investigations—currently, several online sites propose that MindFactory is facing bankruptcy. WinFuture.de's article sports a prominent "Insolvenz—Freie Marktwirtschaft" graphic—translation: "insolvency—free-market capitalism." Igor Wallossek—of Igor's Lab fame—took issue with some of the sensationalistic headlines. He weighed in on this matter: "apparently, bankruptcy is to be filed for next week. I cannot speak about the background, it is extremely sensitive. I have known about it since Friday (February 28)." A dedicated news piece did not appear on igorslab.de, due to the following of an ethical code of conduct.

Over the past weekend, PC hardware news outlets spent time analyzing NVIDIA GeForce RTX 50-series price fluctuations. One keen market watcher—VideoCardz—has consistently stuck to a main theory of Team Green AIBs implementing last minute price hikes/market manipulations; coinciding with product launch periods. Almost two weeks ago, the online publication directed ire at ASUS and MSI—noted as very high profile board partners. The current GeForce RTX 5070 Ti graphics card lineup is populated by custom designs only; a Founders Edition was not made available within this tier. VideoCardz and Hardware & Co. have observed worrying price trends with AIB-produced models that are supposed to conform to NVIDIA's baseline MSRP of $749 (USD). Their latest reports singled out MSI's North American webstore—already a source of some contention.

Hardware & Co. (a French outlet) observed movement at the bottom-end of the manufacturer's "Blackwell" GPU lineup: "in the case of the GeForce RTX 5070 Ti launched on February 20, 2025, it took nine days...for a "big" brand to officially turn its back on NVIDIA MSRP. On Saturday (March 1), MSI has just updated its RTX 50-series catalog on its official American website with new prices for the RTX 5070 Ti. From now on, the cheapest reference is $820, $70 more than MSRP." VideoCardz is steadfast in its belief that GeForce RTX 50-series "MSRPs are a joke" at this point in time. MSI's VENTUS 3X and (newer) SHADOW 3X models are barebones packages that are designed as alternatives to basic first-party solutions (i.e. Founders Editions)—but VideoCardz has accused the manufacturer of becoming its own "scalper," with (apparently) little intervention coming from NVIDIA. At the time of writing, MSI's US webstore has updated its GeForce RTX 5070 Ti VENTUS and SHADOW listings. Prices have (temporarily?) reverted to original figures (refer to the third screenshot below); likely in reaction to recent "constructive" criticism levied by popular hardware news sites. As evidenced by a sea of "notify me" tags, the official North American store appears to have zero stock in their warehouse(s).

Samsung's foundry operation has experienced many setbacks over the past six months, according to a steady feed of insider reports. Last November, industry moles leaked details of an apparent abandonment of the company's 3 nm Gate-All-Around (GAA) process. Significant yield problems prompted an alleged shift into 2 nm territories, with a next-gen flagship Exynos mobile processor linked to this cutting-edge node. According to a mid-week Chosun Daily article, Samsung and its main rival—TSMC—are in a race to establish decent yields of 2 nm wafers, ahead of predicted "late 2025" mass production kick-offs. The publication's inside track points to the Taiwanese foundry making the most progress (with an estimated 60%), but watchdogs warn that it is too early to bet against the South Korean competitor.

Despite murmurs of current 20 - 30% yields, the Samsung's Hwaseong facility is touted to make "smooth" progress over the coming months. Chosun's sources believe that Samsung engineers struggled to get 3 nm GAA "up to snuff," spending around three years on development endeavors (in vain). In comparison, the making of 2 nm GAA is reported to be less bumpy. A fully upgraded "S3" foundry line is expected to come online by the fourth quarter of this year. An unnamed insider commented on rumors of better than anticipated forward motion chez Samsung Electronics: "there are positive aspects to this as it has shown technological improvements, such as the recent increase in the yield of its 4 nm process by up to 80%." Recent-ish reports suggest that foundry teams have dealt with budget cuts, as well as mounting pressure from company leadership to hit deadlines.

NVIDIA today reported revenue for the fourth quarter ended January 26, 2025, of $39.3 billion, up 12% from the previous quarter and up 78% from a year ago.

For the quarter, GAAP earnings per diluted share was $0.89, up 14% from the previous quarter and up 82% from a year ago. Non-GAAP earnings per diluted share was $0.89, up 10% from the previous quarter and up 71% from a year ago.

NVIDIA's upcoming mid-range GeForce RTX 5070 12 GB model is almost ready for launch, according to recent reports. Industry moles reckon that GB205 GPU-based specimens are already in the clutches of press and influencer outlets; review embargoes are due to be lifted on March 4, for $549 MSRP conformant SKUs (as disclosed by a VideoCardz source). Last week, we heard whispers about Team Green's (allegedly) troubled production cycle for incoming GeForce RTX 5070 and RTX 5060 models.

Insiders insist that these issues have caused a delay; many believed that NVIDIA had (prior) plans for a February GeForce RTX 5070 launch. A revised schedule was leaked to VideoCardz; the publication posits that GeForce RTX 5070 cards will launch at retail on March 5, with non-MSRP ($549+) reviews projected to go live on the same day. Based on various leaks, NVIDIA and AMD will likely clash with their respective new offerings. Right now, reviewers could be dealing with sizable piles of competing Team Green and Team Red hardware. Graphics card enthusiasts will be looking forward to incoming comparisons—GeForce RTX 5070 and its Ti sibling versus Radeon RX 9070 XT and RX 9070 (non-XT).

The new ASUS ROG Astral graphics card design debuted last month, with the rollout of NVIDIA GeForce RTX 5090 and 5080 "Blackwell" GPUs. The flagship model—in overclocked form—is not a wallet-friendly prospect; as highlighted by W1zzard's in-depth evaluation. The "astronomically-priced" premium-tier quad-fan model is a hot property; in more ways than one—late last week, an unfortunate ownership experience was shared online. NVIDIA subreddit member—Impossible-Weight485—uploaded photo evidence, accompanied by a short story: "I was playing PC games this afternoon, and when I was done with the games, my PC suddenly shut down while I was browsing websites. When I restarted the PC, the GPU caught on fire, and smoke started coming out. When I took out the GPU, I saw burn marks on both the GPU and the motherboard." Post-absorption, initial community and press feedback posited that the problem originated with a Multi-Layer Ceramic Capacitor (MLCC), located not far from the card's PCI-E interface.

High-profile figures soon swooped in, with different theories and offers. A Team Green subreddit moderator weighed in: "not adding this one to our GeForce RTX 50 Series 12VHPWR Megathread. This looks to be a blown power phase, and not melting power connector. The original poster provided additional photos of the cable, in addition to the GPU connector photo in the post. Both looks pristine...Yes, I watched Buildzoid's video (see below), hence updating this comment...Thanks to Buildzoid for the education!" The owner uploaded another interior shot, seemingly showing burn damage on their ASUS ROG CROSSHAIR X870E HERO motherboard. The severity of this incident attracted the attention of Gamers Nexus—Lelldorianx (aka Stephen Burke) reached out to the damaged card's owner: "messaging you. We'd buy the board and GPU from you if you want to just take the cash and buy something else (or) skip the RMA process." Burke and his colleagues are actively investigating various GeForce RTX 50-series "pratfalls"—earlier this month, reports indicated that the team was already engaged in the sourcing of problematic units.

Over the past three weeks, press outlets and the buying public have levelled heavy criticism at NVIDIA board partners. The launches of three GeForce RTX 50-series "Blackwell" GPUs have—so far—been problematic; based on news reports and community feedback. Prior to release (on February 20), VideoCardz anticipated major price fluctuations for an all-custom portfolio of GeForce RTX 5070 Ti graphics cards. The publication did not hold back with its targeting of ASUS; one of Team Green's big time AIBs. Only a small selection of baseline MSRP ($749) conformant models were available on day one, and VideoCardz posited that manufacturers would implement price hikes soon after launch. A follow-up report continues their investigation into a lack of baseline MSRP options, as well as so-called "fake promotions."

VideoCardz repeated its belief that ASUS will jack-up the asking price for its PRIME GeForce RTX 5070 Ti model. When looking at Newegg's listing of baseline MSRP cards, the intrepid investigator stumbled up another notable absence: "we wrote three articles about the ASUS RTX 5070 Ti PRIME model not being listed as an MSRP card by retailers, which finally led ASUS to intervene (most likely for a limited time) to sell this card at the promised price. What we can immediately notice is the lack of the VENTUS 3X model from MSI, which was basically 90% of the MSRP card review coverage yesterday, as NVIDIA had no Founders Edition card for this launch and relied on board partners. In fact, the VENTUS 3X non-OC is not even included in the official launch, meaning that the card you saw yesterday in reviews is simply not available anywhere." It should be noted that TechPowerUp received an MSI GeForce RTX 5070 Ti Ventus 3X OC sample unit for evaluation purposes (review guide pricing was $749); Newegg lists this particular model with a current $829.99 price point, but stock is unavailable (at the time of writing).

The $3,499 Apple Vision Pro AR/VR headset is certainly not the kind of device that Apple expects to be mass-adopted. Since its launch in 2023, the luxurious gadget is yet to witness a single hardware refresh. The gadget's aging M2 SoC paired with 16 GB of memory is almost three years old, but despite that, respected analyst Mark Gurman expects the device to soon sport Apple Intelligence features alongside the upcoming VisionOS 2.4 update that is scheduled for April. Considering that a hardware update is not expected to hit the scene for at least the rest of the year, a major software update is welcome news for the select few of us who have invested in the product.

The fact that the Vision Pro will support Apple Intelligence features is actually not much of a shocker, since Macs as old as the M1-generation also boast support for Apple's AI features. As such, the Vision Pro will soon receive support for Apple's writing tools with ChatGPT-integration, genmoji, image playground, as well as a bunch of other features with debatable efficacy. Moreover, the report also adds that the device will also get a new app for spatial experiences - which was undoubtedly one of the key selling points of the device. A 'revamped' guest mode is also on the cards, which will allow buyers to share the device with their family and friends - a factor that Apple considers important in order to drive sales. That said, the Vision Pro had abysmal sales to begin with, which indicates that a lower-end variant with a reasonable price tag might be the only way to make even the most ardent of Apple disciples to hop on the VR/AR hype train.