Lenovo (United States) Inc., part of the global technology corporation, Lenovo Group, filed a patent infringement action on November 15th with the United States International Trade Commission (ITC) against ASUSTeK Computer Inc. and ASUS Computer International (ASUS) for infringement of a variety of Lenovo's patents related to software, hardware, and connectivity across multiple ASUS products. The action is in response to ASUS's August 2023 filings in the Regional Court of Munich related to cellular technologies, where Lenovo had offered a cross-licensing deal as a solution.

Lenovo is a strong proponent of cross-licensing agreements, open and transparent negotiations, and licensing within the industry on fair, reasonable, and non-discriminatory (FRAND) terms. This is evidenced by the Group's ongoing litigation with InterDigital, where it advocated for greater transparency and less discrimination in licensing negotiations and was proven by the UK Court to be a willing licensee. The action against ASUSTeK reflects the Group's commitment to protecting its significant contributions to technology innovation and industry "firsts" over the past 39 years, building a portfolio of over 28,000 patents with a further 14,000 applications pending.

NVIDIA is reportedly rushing shipments of GeForce RTX 4090 GPUs to China in anticipation of expected export restrictions. We have already reported that NVIDIA might be canceling 5 billion US Dollars worth of orders. The US government will require an export license for shipping RTX 4090s to China, effectively restricting sales to the country. NVIDIA's add-in-board (AIB) partners are reportedly working at full capacity to produce as many RTX 4090 products for the Chinese market as possible before the potential restriction on November 17. While it remains unclear whether the export restrictions will ultimately be implemented, the anticipation of such measures has prompted NVIDIA and its partners to accelerate their production.

The Tweet that feeds this information is coming from Zed Wang, a well-known hardware leaker with historically accurate insights into NVIDIA's operations, who claims that "NVIDIA has been shipping tons of AD102 for AICs this week to manufacture as much RTX 4090 as possible before the original restriction date of RTX 4090 in China. It is still unclear whether the restriction will become true or not. But all AICs are at their full power in producing RTX 4090, regardless of that."

The U.S. Commerce Department seems to have thrown a big spanner into the NVIDIA machinery, by informing the company that some US$5 billion worth of AI chip orders for China falls under the latest US export restrictions. The orders are said to have been heading for Alibaba, ByteDance and Baidu, as well as possibly other major tech companies in China. This made NVIDIA's shares drop sharply when the market opened in the US earlier today, by close to five percent, dropping NVIDIA's market cap below the US$1 Trillion mark. The share price recovered somewhat in the afternoon, putting NVIDIA back in the trillion dollar club.

Based on a statement to Reuters, NVIDIA doesn't seem overly concerned, despite what appears to be huge loss in sales, with a company spokesperson issuing the following statement "These new export controls will not have a meaningful impact in the near term". The US government will implement these new export restrictions from November, which obviously didn't give NVIDIA much of a chance to avoid them and it looks as if the company is going to have to find new customers for the AI chips. Considering the current demand for NVIDIA's chips, this might not be too much of a challenge for the company though.

The Chinese semiconductor industry is advancing, and interestingly, it is growing rapidly under sanctions, even with the blacklisting of companies by the US government. China's semiconductor industry is mainly represented by companies like Semiconductor Manufacturing International Corp (SMIC) and Huawei Technologies, who are leading the investment and progress in both chip manufacturing and chip design. According to the latest interview with Bloomberg, former TSMC Vice President Burn J. Lin said that the US government and its sanctions can not stop the advancement of Chinese semiconductor companies. Currently, Lin notes that SMIC and Huawei can use older machinery to produce more advanced chips.

Even so, SMIC could progress to 5 nm technology using existing equipment, particularly with scanners and other machinery from ASML. Development under sanctions would also force China to experiment with new materials and other chip packaging techniques that yield higher performance targets. SMIC has already developed a 7 nm semiconductor manufacturing node, which Huawei used for its latest Mate 60 Pro smartphone, based on Huawei's custom HiSilicon Kirin 9000S chip. Similarly, the transition is expected to happen to the 5 nm node as well, and it is only a matter of time before we see other nodes appear. "It is just not possible for the US to completely prevent China from improving its chip technology," noted Burn J. Lin.

Today, the US authorities published the updated version of the advanced computing and semiconductor manufacturing equipment rule, imposing additional restrictions on export of advanced chip manufacturing technology. These regulations will become effective after a period of 30 days. Given the length and complexity of the regulations, ASML will need to carefully assess any potential implications. However, as to our business, from the information we received, it is our understanding that the new regulations will be applicable to a limited number of fabs in China related to advanced semiconductor manufacturing.

These export control measures will likely have an impact on the regional split of our systems sales in the medium to long term. However, we do not expect these measures to have a material impact on our financial outlook for 2023 and for our longer-term scenarios for 2025 and 2030, as communicated during our Investor Day in November 2022. ASML will seek further clarification from the US authorities on the scope of these new regulations. ASML is fully committed to comply with all applicable laws and regulations including export control legislation in the countries in which we operate.

Today, Google announced its next generation of Chromebook devices, called the Chromebook Plus, said to improve upon the legacy set by Chromebooks over a decade ago. Starting at an enticing price point of $399, this new breed of Chromebooks integrates powerful AI capabilities and a range of built-in Google apps. Notably, it features tools like the Google Photos Magic Eraser and web-based Adobe Photoshop, positioning itself as a dynamic tool for productivity and creative exploration. In collaboration with hardware manufacturers such as Acer, ASUS, HP, and Lenovo, Google is launching a lineup of eight Chromebook Plus devices on the launch date, with more possibly coming in the future.

Each model boasts improved hardware configurations over the regular Chromebook, including processors like the Intel Core i3 12th Gen or the AMD Ryzen 3 7000 series, a minimum of 8 GB RAM, and 128 GB storage. Users are also in for a visual treat with a 1080p IPS display, ensuring crisp visuals for entertainment and work. And for the modern remote workforce, video conferencing gets a substantial upgrade. Every Chromebook Plus comes equipped with a 1080p camera and utilizes AI enhancements to elevate video call clarity, with compatibility spanning various platforms, including Google Meet, Zoom, and Microsoft Teams. Set to be available from October 8, 2023, in the US and October 9 in Canada and Europe, the Chromebook Plus is positioning itself as the go-to device for many users. On the other hand, the AI features are slated for arrival in 2024, when companies ensure their software is compatible.Below you can see the upcoming models.

International Data Corporation (IDC) today published its second forecast for the worldwide quantum computing market, projecting customer spend for quantum computing to grow from $1.1 billion in 2022 to $7.6 billion in 2027. This represents a five-year compound annual growth rate (CAGR) of 48.1%. The forecast includes base quantum computing as a service as well as enabling and adjacent quantum computing as a service.

The new forecast is considerably lower than IDC's previous quantum computing forecast, which was published in 2021. In the interim, customer spend for quantum computing has been negatively impacted by several factors, including: slower than expected advances in quantum hardware development, which have delayed potential return on investment; the emergence of other technologies such as generative AI, which are expected to offer greater near-term value for end users; and an array of macroeconomic factors, such as higher interest and inflation rates and the prospect of an economic recession.

The escalating challenges in acquiring high-performance x86 servers have prompted Chinese data center companies to accelerate the shift to Arm-based system-on-chips (SoCs). Investment banking firm Bernstein reports that approximately 40% of all Arm-powered servers globally are currently being used in China. While most servers operate on x86 processors from AMD and Intel, there's a growing preference for Arm-based SoCs, especially in the Chinese market. Several global tech giants, including AWS, Ampere, Google, Fujitsu, Microsoft, and Nvidia, have already adopted or developed Arm-powered SoCs. However, Arm-based SoCs are increasingly favorable for Chinese firms, given the difficulty in consistently sourcing Intel's Xeon or AMD's EPYC. Chinese companies like Alibaba, Huawei, and Phytium are pioneering the development of these Arm-based SoCs for client and data center processors.

However, the US government's restrictions present some challenges. Both Huawei and Phytium, blacklisted by the US, cannot access TSMC's cutting-edge process technologies, limiting their ability to produce competitive processors. Although Alibaba's T-Head can leverage TSMC's latest innovations, it can't license Arm's high-performance computing Neoverse V-series CPU cores due to various export control rules. Despite these challenges, many chip designers are considering alternatives such as RISC-V, an unrestricted, rapidly evolving open-source instruction set architecture (ISA) suitable for designing highly customized general-purpose cores for specific workloads. Still, with the backing of influential firms like AWS, Google, Nvidia, Microsoft, Qualcomm, and Samsung, the Armv8 and Armv9 instruction set architectures continue to hold an edge over RISC-V. These companies' support ensures that the software ecosystem remains compatible with their CPUs, which will likely continue to drive the adoption of Arm in the data center space.

Recent rumors suggested that Intel contemplated a price hike across all of its Core processors. This speculation originated from a forum staff member from PCGH who claimed to have received related information indicating a possible correspondence from Intel to its wholesalers about an impending price rise. In response to these rumors, Intel confirmed to HardwareLuxx that it has no plans to increase processor prices currently. The company stated that the Recommended Customer Price (RCP), which is generally quoted in US dollars for 1,000 unit prices as per their Ark database, will persist unchanged. Intel clarified that it hadn't shared such news with its customers or partners, nor was it considering a price change for its CPU portfolio at the moment.

The speculated price increase was reportedly associated with Intel's ongoing and planned factory constructions and company restructuring, according to PCGH. The need to refinance the 'fabs' was cited as the primary reason. Presently, Intel is streamlining its expenses, shutting down multiple smaller business areas, and investing significantly with state aid. However, it is doubtful that these reasons would be expressed in a wholesaler letter as grounds for price hikes. The PC market is currently sluggish, and though an uplift is predicted for the second half of this year, most segments of the PC market are still witnessing double-digit percentage reductions. In such a scenario, where buyers are becoming increasingly price-sensitive, and the market is trying to rebound, a price rise could be counterproductive.

We witnessed an exciting concept during the Computex 2023 show in late May. ASUS has developed a GPU without an external power connector called GC_HPWR. Unlike current solutions, this connection type doesn't require additional cables. Using the GC_HPWR means that power is being supplied directly from the motherboard and that these special-edition GPUs also require special-edition motherboards. Thanks to the latest information from the Bilibili content creator Eixa Studio, attending Bilibili World 2023 exhibition in Shanghai, China, we have information that ASUS is preparing mass production of these zero-cable GPU solutions. Scheduled to enter mass production in Fall, ASUS plans to deliver these GPUs and accompanying motherboards before the year ends.

Additionally, it is worth noting that the motherboard lineup is called Back To Future (BTF), and the first GPU showcased was the GeForce RTX 4070 Megalodon. The PSU connectors are placed on the back side of the BTF board, while the CG_HPWR connector sits right next to the PCIe x16 expansion slot and looks like a PCIe x1 connector. You can see images of both products below.

According to various news sources, CEOs from Intel, NVIDIA and Qualcomm have been holding meetings with representatives of the US government—with the topic of discussion reportedly being the escalation of semiconductor import restrictions placed on China. AMD was notably absent from Monday's proceedings, due to Dr. Lisa Su attending to business matters in Taiwan. Commerce Secretary Gina Raimondo, National Economic Council director Lael Brainard and National Security Council director Jake Sullivan were alleged to have met with industry leaders.

Chipmakers have expressed worry about new restrictions coming into effect within the next couple of week—the latest negotiations could have touched on some sort of provision for leading silicon manufacturers. The US government believes that by limiting China's access to cutting-edge technology, it will bolster national security interests—with the Chinese military not being able to develop competitive defense systems. The Semiconductor Industry Association stated on Monday that: "overly broad, ambiguous and at times unilateral restrictions risk diminishing the US semiconductor industry's competitiveness, disrupting supply chains, causing significant market uncertainty and prompting continued escalatory retaliation by China." Intel, NVIDIA and Qualcomm did not provide any comments to press outlets following the conclusion of their meetings with senior government officials. It is speculated that Qualcomm is set to lose the most trade following the implementation of stricter rules—Bloomberg proposes that 60% of the firm's business revenue comes from Chinese territories.

Best Buy has slashed $100 off of the AMD Ryzen 5 7600X's normal asking price—North American customers can obtain these 6-core/12-thread processors for $199.90 a piece. Amazon US price matching the consumer electronics store's offer earlier today, but their stocks were depleted at some point this afternoon. AMD's Ryzen 5 7600 (non-X) processor is still stuck at MSRP ($229), so its X-model sibling presents a better deal at its current lower price. Buyers will have to splash out extra on a CPU cooling solution, since Team Red does not include a Wraith Stealth or Prism air cooler as standard with the Ryzen 5 7600X's retail package. AMD + Bethesda's Starfield Game Bundle partnership campaign kicked off last week, and all of the AM5 desktop Ryzen 7000-series models qualify for the active promotion. This plays a part in boosting customer interest, but a nice discount also goes a long way—hence the quick run on Amazon's supplies of the Ryzen 5 7600X.

Nasdaq, the American stock exchange, has revealed that an unnamed company will be replacing Activision Blizzard within its top 100 index. The timing of this development is raising some eyebrows—it is set to occur mere days after the announcement of Microsoft's victory over the US Federal Trade Commission (FTC). The giant American technology corporation is closing in on its proposed acquisition of a games publishing group comprised of Activision, Blizzard Entertainment, and King Digital Entertainment.

Prior to the market opening next week (Monday 17th July) Activision Blizzard will be removed from the Nasdaq-100 ESG Index, although the company will remain tradable. An upcoming exit from the US stock exchange could signal that Microsoft and Activision Blizzard have become increasingly confident about the finalization of their merger before a July 18 deadline. The UK's Competition and Markets Authority (CMA) is reported to be engaging in discussions with involved parties, and has paused its legal proceedings. The FTC yesterday filed for an appeal against the California court's verdict, thus immediately annoying the top brass at Microsoft/Xbox—president Brad Smith commented on the situation: "The District Court's ruling makes crystal clear that this acquisition is good for both competition and consumers...We're disappointed that the FTC is continuing to pursue what has become a demonstrably weak case, and we will oppose further efforts to delay the ability to move forward."

Intel has responded to the high demand for advanced chips in mainland China by bringing its processor, the Gaudi2, to the market. This move comes as the country grapples with US export restrictions, leading to a thriving market for smuggled NVIDIA GPUs. At a press conference in Beijing, Intel presented the Gaudi2 processor as an alternative to NVIDIA's A100 GPU, widely used for training AI systems. Despite US export controls, Intel recognizes the importance of the Chinese market, with 27 percent of its 2022 revenue generated from China. NVIDIA has also tried to comply with restrictions by offering modified versions of its GPUs, but limited supplies have driven the demand for smuggled GPUs. Intel's Gaudi2 aims to provide Chinese companies with various hardware options and bolster their ability to deploy AI through cloud and smart-edge technologies. By partnering with Inspur Group, a major AI server manufacturer, Intel plans to build Gaudi2-powered machines tailored explicitly for the Chinese market.

China's AI ambitions face potential challenges as the US government considers restricting Chinese companies access to American cloud computing services. This move could impede the utilization of advanced AI chips by major players like Amazon Web Services and Microsoft for their Chinese clients. Additionally, there are reports of a potential expansion of the US export ban to include NVIDIA's A800 GPU. As China continues to push forward with its AI development projects, Intel's introduction of the Gaudi2 processor helps country's demand for advanced chips. Balancing export controls and technological requirements within this complex trade landscape remains a crucial task for both companies and governments involved in the Chinese AI industry.

Apple and Epic Games have been locked in a bitter legal feud for two years, relating to an antitrust case started by the latter company. The iPhone and Mac computer giant has made an appeal to the US Supreme Court—as demonstrated in a court filing that was released to the public on Monday (June 3). They request that justices take up its appeal of a ruling for tomorrow (June 7) by the San Francisco-based 9th U.S. Circuit Court (of Appeals). A 2021 verdict determined that Apple had to cease anti-steering practices. Apparently game developers were restricted to certain payment practices (imposing of fees) within the iOS App store. Epic Games sued Apple for anti-competitive practices back in 2020, with the US district court of California rejecting nine of out Epic's ten claims the following year—only the aforementioned anti-steering case was allowed to proceed.

The Ninth Circuit rejected petitions from Apple and Epic late last week—both companies urged that the court reconsider an April 2023 decision about the Californian law violation. Epic thinks that certain legal decisions have been made in Apple's favor, and the latter continues to rile against the App Store order. It argues that Epic was the sole "non-representative" plaintiff, yet the injunction applies to all iOS developers and US states outside of California. Apple believes that the ruling "raises far-reaching and important questions" about the federal court's limited authority to issue injunctions that apply to organizations not directly involved in the case.

The US government yesterday revealed its $42.45 billion Broadband Equity Access and Deployment (BEAD) funding program that will aim to deliver reliable, affordable high-speed internet to everyone in the nation by 2030—including all fifty states and US territories. Evidently parts of the country are lacking in terms of online access infrastructure—the briefing room statement outlines some of these issues: "High-speed internet is no longer a luxury - it is necessary for Americans to do their jobs, to participate equally in school, access health care, and to stay connected with family and friends. Yet, more than 8.5 million households and small businesses are in areas where there is no high-speed internet infrastructure, and millions more struggle with limited or unreliable internet options."

The initiative is said to be "the largest internet funding announcement in history," and the White House is readying packages valued from $27 million to $3.3 billion—White House said that it'll award sums of (starting at) $27 million going up to a maximum $3.3 billion, based on the required level of upgrades for a given state/territory. Assistant Secretary of Commerce for Communication and Information Alan Davidson stated: "This is a watershed moment for millions of people across America who lack access to a high-speed Internet connection. Access to Internet service is necessary for work, education, healthcare, and more...States can now plan their Internet access grant programs with confidence and engage with communities to ensure this money is spent where it is most needed."

Atari, once a leader in video game consoles, has today published... a new game! Called Mr. Run and Jump, the game is a classical 2D platformer, following Mr. Run and Jump with his trusty pal Leap the Dog, who defeats the terrifying Void and collects all the Power Gems from the Realms of Color. The gameplay is self-explanatory, as this 2D platformer aims to bring some of the vibes of older games with modernized stories and elements. Interestingly, the game is available for Xbox Series X/S, PlayStation 5, PC, and Atari 2600, also called Atari Video Computer System (VCS). The last game for Atari VCS was developed in 1990, and this game comes after 33 years to the platform.

Coming in a cartridge for the VCS console, the cartridge design has been updated a bit. It now has beveled edges and gold-plated connectors. Atari prices the cartridge at 60 USD, with availability on July 31. This version of the game is toned down a bit, as the older VCS hardware can not support all the features that modern console/PC versions have. There are 80 levels in the game and as many as five different enemy types, with a unique high-score system.Below are more screenshots of the game.

The US Federal Trade Commission (FTC) filed an injunction earlier this week, in a renewed effort to temporarily block Microsoft's $69 billion bid for full ownership of the Activision Blizzard group. A judge has today granted the regulatory body's request. The court has issued a temporary restraining order—in which it states the legal measure "is necessary to maintain the status quo while the complaint is pending." The FTC proposes that the acquisition has the potential to "substantially lessen competition" within North America's gaming sector. Microsoft and Activision are required to attend a two-day hearing—scheduled for 22 June in San Francisco, California.

The FTC had previously penciled in an August 2 session with an internal administrative judge, following the expiration of Microsoft's proposed deadline (July 18) for the merger. A company spokesperson (commenting to Eurogamer) expressed that leadership was happy about the FTC's decision to bring proceedings forward in time: "Accelerating the legal process in the US will ultimately bring more choice and competition to the gaming market. A temporary restraining order makes sense until we can receive a decision from the Court, which is moving swiftly." The legal document outlines terms including the prevention of "any of their officers, directors, domestic or foreign agents, divisions, subsidiaries, affiliates, partnerships, or joint ventures from closing or consummating, directly or indirectly, the proposed transaction or a substantially similar transaction."

The U.S. Patent Office tribunal has ruled in favor of Intel Corp in a significant $2.2 billion case against VLSI Technology LLC. Intel's bid to nullify a patent that constituted $1.5 billion of a $2.18 billion verdict it previously lost to VLSI in 2021 was accepted. The Patent Trial and Appeal Board invalidated the computer chip-related patent and another VLSI patent, accounting for the rest of the Texas federal court verdict. An Intel spokesperson expressed their satisfaction with the decision, criticizing the invalidated VLSI patents as "low-quality."

VLSI, the company holding the patent that has filed several infringement lawsuits against Intel, retains the option to appeal both decisions to the U.S. Court of Appeals for the Federal Circuit. In a separate case last year, VLSI secured a verdict worth $949 million against Intel in Texas. VLSI is a subsidiary of Fortress Investment Group, which is managed by investment funds from SoftBank Group. The patent board proceeding was initiated by South Dakota-based Patent Quality Assurance LLC, while another patent from the $2.18 billion verdict was contested by OpenSky Industries LLC. Despite initial sanctions for attempting to extort both Intel and VLSI, OpenSky was permitted to continue the proceeding with Intel at the helm.

Newegg is currently running a promo offer on an ASRock AMD Radeon RX 6600 Challenger D 8 GB graphics card—a code can be used at checkout to remove a further $20 from the already low retail base price of $199.99. Prices of this previous generation GPU are falling internationally, but Newegg's all-time-low price is only available to customers in North America. The recent launch of a successor (Radeon RX 7600) has ultimately caused retail outlets to lower their asking prices for older cards—VideoCardz notes that certain custom RX 6600 custom cards have dropped this week to around €209 in Europe, following consistent downward trends since new AMD and NVIDIA offerings hit the market in late May.

TPU's review of AMD's Radeon RX 7600 GPU states that this new lower end RDNA3 card offers a 25% gen-over-gen performance uplift versus RDNA2's RX 6600 (non-XT). The latter certainly offers excellent value at its current very low price on Newegg, with a saving of $90 over the RX 7600's steadfast MSRP of $269.99. Further drops are anticipated following the arrival of NVIDIA's GeForce RTX 4060 (non-Ti) on June 29, but Newegg's next batch of promotional codes could be less generous with discounts by then.

Andreessen Horowitz (a16z), a leading American venture capital firm is in the process of setting up its first international office (outside of its California base of operations) in the United Kingdom. One of their mission statements reads: "(we) invest in seed to venture to late-stage technology companies, across bio + healthcare, consumer, crypto, enterprise, fintech, games, and companies building toward American dynamism." News sites have reported on Facebook and Twitter being notable "safe" prospects for a16z's team in the past. The company is hedging its bets on the UK government's fairly lax approach to crypto and blockchain regulation, following crackdowns on the cryptocurrency industry in the US. News outlets point to a notable case where the North American financial watchdog/regulator is suing the world's largest cryptocurrency exchange, Binance, due to activities "placing investors' assets at significant risk." The new Andreessen Horowitz London office is marked for a late 2023 opening—Chris Dixon the head of crypto investing at a16z has written about his firm's decision to embrace a new market location: "While there is still work to be done, we believe that the UK is on the right path to becoming a leader in crypto regulation...The UK also has deep pools of talent, world-leading academic institutions, and a strong entrepreneurial culture."

He has also declared that the UK Prime Minister - Rishi Sunak - is very pleased about a16z setting up shop in the City of London (financial district). The UK leader's statement reads: "As we cement the UK's place as a science and tech superpower, we must embrace new innovations like Web3, powered by blockchain technology, which will enable start-ups to flourish here and grow the economy. That success is founded on having the right regulation and guardrails in place to protect consumers and foster innovation. While there's still work to do, I'm determined to unlock opportunities for this technology and turn the UK into the world's Web3 centre. That's why I am thrilled world-leading investor, Andreessen Horowitz, has decided to open their first international office in the UK - which is testament to our world-class universities and talent and our strong competitive business environment."

According to brand new information sent to the press and influencers yesterday, AMD has likely made a last minute change to its pricing strategy - VideoCardz has communicated with insider sources and confirms that an official email contains this message: "The Radeon RX 7600 will now be available starting at an SEP of $269 USD, beginning on May 25."

Industry experts were predicting a $299 MSRP for the upcoming Radeon RX 7600 graphics card lineup, based on possible earlier communications (under embargo) from AMD, but the company has seemingly decided to change its pricing strategy ($269/€299) only three days before the May 25 launch. Its monolithic RDNA 3 Navi 33 XL GPU (6 nm) is set to go head-to-head against NVIDIA's GeForce RTX 4060 Ti graphics card range later this week - the latter's specifications look to be superior according to leaked info - so Team Red could be making adjustments in order to stay competitive in the lower-end gaming-oriented GPU market.

The recent growth in demand for training Large Language Models (LLMs) like Generative Pre-trained Transformer (GPT) has sparked the interest of many companies to invest in GPU solutions that are used to train these models. However, countries like China have struggled with US sanctions, and NVIDIA has to create custom models that meet US export regulations. Carrying two GPUs, H800 and A800, they represent cut-down versions of the original H100 and A100, respectively. We reported about H800; however, it remained as mysterious as A800 that we are talking about today. Thanks to MyDrivers, we have information that the A800 GPU performance is within 70% of the regular A100.

The regular A100 GPU manages 9.7 TeraFLOPs of FP64, 19.5 TeraFLOPS of FP64 Tensor, and up to 624 BF16/FP16 TeraFLOPS with sparsity. A rough napkin math would suggest that 70% performance of the original (a 30% cut) would equal 6.8 TeraFLOPs of FP64 precision, 13.7 TeraFLOPs of FP64 Tensor, and 437 BF16/FP16 TeraFLOPs with sparsity. MyDrivers notes that A800 can be had for 100,000 Yuan, translating to about 14,462 USD at the time of writing. This is not the most capable GPU that Chinese companies can acquire, as H800 exists. However, we don't have any information about its performance for now.

Microsoft's official Xbox Twitter account has today announced that its official range of Xbox Series console storage expansion cards has been reduced in price: "Think of all the new games you'll be able to download and play now 👀. The Seagate Storage Expansion Card is now available starting at a lower price: xbx.lv/41e8t57." It is slightly odd that Seagate itself has not announced this lowering of gaming product MSRPs, but today's changes only affect the US market - European and UK listings feature the old prices (at the time of writing). It is not clear whether this discount is a permanent or temporary thing, but the latter is a more likely situation given rumors from last month.

It is very possible that Seagate is reacting to new competition - last month a Best Buy listing revealed that Western Digital is lining up to provide third party storage expansion cards for Xbox Series console owners. The leak of WD's incoming offerings indicated that it would be undercutting its arch rival in terms of pricing, at least with the single model that leaked (1 TB at $179.99) - Seagate has a timed exclusive agreement with Microsoft/Xbox for the licensed production/selling of proprietary cards. The officially sanctioned price drop brings the cards to more reasonable value levels, but Xbox owners have largely agreed that MSRPs were inflated from the beginning. The entry-level 512 GB Seagate model now costs $89.99 (a $50 reduction), the 1 TB model is now available at $149.99 (a $70 reduction) and the top-end 2 TB model gets the largest price slash (of $120) which brings it down to $279.99. Seagate appears to be undercutting WD's BLACK C50 1 TB model (if the Best Buy info leak price was accurate) by $30 with the official 1 TB storage expansion card.

Last October, the US Department of Commerce imposed semiconductor restrictions on Chinese imports of equipment for processes of 18 nm and below. SK hynix's Wuxi fab was granted a one-year production license, but geopolitical risks and weak demand prompted the company to reduce wafer starts by about 30% per month in 2Q23, according to TrendForce's latest research.

TrendForce reports that SK hynix had planned to transition its Wuxi fab's mainstream process from 1Y nm to 1Z nm, decreasing the output of legacy processes. However, due to limitations imposed by the US ban, the company instead opted to increase the share of its 21 nm production lines, focus-ing on DDR3 and DDR4 4Gb products. SK hynix's long-term strategy involves shifting its capacity expansion back to South Korea, while the Wuxi fab caters to domestic demand in China and the legacy-process consumer DRAM market.