Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to set a new industry record, reaching $113 billion in 2024, growing 6.5% year-on-year, SEMI announced today in its Year-End Total Semiconductor Equipment Forecast - OEM Perspective at SEMICON Japan 2024. Semiconductor manufacturing equipment growth is expected to continue in the following years, reaching new records of $121 billion in 2025 and $139 billion in 2026, supported by both the front-end and back-end segments.

"Three consecutive years of projected growth in investments in semiconductor manufacturing reflect the vital role our industry plays in underpinning the global economy and advancing technology innovation," said Ajit Manocha, SEMI president and CEO. "Since our July 2024 forecast, the outlook for 2024 semiconductor equipment sales has brightened, especially with stronger-than-expected investments from China and in AI-related sectors. Together with our forecast extension through 2026, it highlights the robust growth drivers across segments, applications, and regions."

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

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

During the Vision 2024 event, Intel announced that its upcoming Xeon processors will be branded under the new "Xeon 6" moniker. This rebranding effort aims to simplify the company's product stack and align with the recent changes made to its consumer CPU naming scheme. In contrast to the previous "x Generation Xeon Scalable", the new branding aims to simplify the product family. The highly anticipated Sierra Forest and Granite Ridge chips will be the first processors to bear the Xeon 6 branding, and they are set to launch in the coming months. Intel has confirmed that Sierra Forest, designed entirely with efficiency cores (E-cores), remains on track for release this quarter. Supermicro has already announced early availability and remote testing programs for these chips. Intel's Sierra Forest is set to deliver a substantial leap in performance. According to the company, it will offer a 2.4X improvement in performance per watt and a staggering 2.7X better performance per rack compared to the previous generation. This means that 72 Sierra Forest server racks will provide the same performance as 200 racks equipped with older second-gen Xeon CPUs, leading to significant power savings and a boost in overall efficiency for data centers upgrading their system.

Intel has also teased an exciting feature in its forthcoming Granite Ridge processors-support for the MXFP4 data format. This new precision format, backed by the Open Compute Project (OCP) and major industry players like NVIDIA, AMD, and Arm, promises to revolutionize performance. It could reduce next-token latency by up to 6.5X compared to fourth-gen Xeons using FP16. Additionally, Intel stated that Granite Ridge will be capable of running 70 billion parameter Llama-2 models, a capability that could open up new possibilities in data processing. Intel claims that 70 billion 4-bit models run entirely on Xeon in just 86 milliseconds. While Sierra Forest is slated for this quarter, Intel has not provided a specific launch timeline for Granite Ridge, stating only that it will arrive "soon after" its E-core counterpart. The Xeon 6 branding aims to simplify the product stack and clarify customer performance tiers as the company gears up for these major releases.

In response to persistent softening in demand, Samsung has taken a decisive step: a sweeping 50% production cut from September, with the focus mainly on processes under 128 layers. According to TrendForce's research, other suppliers are also expected to follow suit and increase their production cutbacks in the fourth quarter to accelerate inventory reduction. With this maneuver in play, Q4 NAND Flash average prices are projected to either hold firm or witness a mild surge, possibly in the ballpark of 0~5%.

Aligning with TrendForce's early-year forecasts, NAND Flash prices are poised to rally ahead of DRAM. With mounting losses for NAND Flash vendors and sales prices nearing production costs, suppliers are opting to amplify production cuts to help stabilize and potentially increase prices. Notably, NAND Flash Wafer contract prices kickstarted their revival in August. Given expanding production curtailments, there's optimism around the resurgence of customer stockpiling, further amplifying price dynamics in September. Yet, for this positive price trajectory to sail smoothly into 2024, a sustained curtailing in production and a robust rebound in enterprise SSD purchase orders are pivotal.

As we enter the month of August, July still has a couple of new gaming titles to offer of which both obviously are launching on the same day. That said, August starts with a bang and brings a highly anticipated AAA title. The rest of this week's releases is as always a mix of games that will hopefully appeal to at least one of you, since the past polls suggest that the TPU readership is a picky crowd to please when it comes to games.

Baldur's Gate 3 / This week's AAA title / Thursday 3 August
Gather your party and return to the Forgotten Realms in a tale of fellowship and betrayal, sacrifice and survival, and the lure of absolute power. Mysterious abilities are awakening inside you, drawn from a mind flayer parasite planted in your brain. Resist, and turn darkness against itself. Or embrace corruption, and become ultimate evil. From the creators of Divinity: Original Sin 2 comes a next-generation RPG, set in the world of Dungeons & Dragons.

Lucky number 13 is also the last week of March and this time around there are a lot of new releases, some of which are highly anticipated console ports, least not courtesy of an HBO TV show, but it doesn't stop there. We also have a WWI strategy game, a slow pace environmental strategy game, a game where you fight bugs and a rather different fishing game in this week's lineup. In fact, it's such a busy week of releases that we've thrown in a few extra games, just because we can.

The Last of Us Part I / This week's AAA title / Tuesday 28 March
Experience the emotional storytelling and unforgettable characters in The Last of Us, winner of over 200 Game of the Year awards. In a ravaged civilization, where infected and hardened survivors run rampant, Joel, a weary protagonist, is hired to smuggle 14-year-old Ellie out of a military quarantine zone. However, what starts as a small job soon transforms into a brutal cross-country journey.

Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish. However, NAND Flash suppliers had to step up shipments of enterprise SSDs during 2H22 because the demand for storage components equipped in notebook (laptop) computers and smartphones had undergone very large downward corrections. Compared with other categories of NAND Flash products, enterprise SSDs represented the only significant source of bit consumption. Ultimately, due to the imbalance between supply and demand, the QoQ decline in prices of enterprise SSDs widened to 25% for 4Q22. This price plunge, in turn, caused the quarterly total revenue from enterprise SSDs to drop by 27.4% QoQ to around US$3.79 billion. TrendForce projects that the NAND Flash industry will again post a QoQ decline in the revenue from this product category for 1Q23.

Shipments of monitor panels have fallen over the quarters this year due to various factors that have caused disruptions across the global economy and politics. TrendForce projects that shipments of monitor panels will total just around 158 million pieces for 2022, showing a YoY decline of 8.8%.

According to TrendForce's research on the market for display panels, monitor panels experienced a large downward shipment correction later than did TV and NB panels. For TV panels, the correction phase began in 3Q21. Turning to NB panels, a steep decline in shipments occurred in 2Q22. As for monitor panels, their shipments had not fallen significantly until 3Q22. With the correction taking place at a later time, the eventual rebound will also occur at a more distant time in the future. Since monitor brands are still holding an excessively high level of panel inventory at this moment, shipments of monitor panels are forecasted to drop again by 5.3% QoQ for 1Q23.

After years of hard work, developer Bay 12 Games and publisher Kitfox Games are thrilled to announce that the highly anticipated, and newly inviting Steam and Itch.io PC release of the fabled Dwarf Fortress will release on December 6 for $29.99 USD! Originally released by brothers Tarn and Zach Adams in 2006, this new version of Dwarf Fortress reimagines the deeply intricate, dwarven civilization management and construction game beyond its ASCII character presentation with a brand new pixel art tileset, a new helpful tutorial to onboard unfamiliar players, new soundtrack and sound effects, new user interface and navigable menus, and other quality of life additions.

These new additions make this version of Dwarf Fortress the most approachable it has ever been, while still maintaining the beloved core experience and complex simulation that has made it popular for so many years. The classic version of Dwarf Fortress will remain available for download at no cost, and will continue to be supported, on Bay 12's website.

Kojima Productions, a Japanese video game developer and maker of popular video game series "Metal Gear", has announced that they will release highly anticipated game Death Stranding on November 8th for PlayStation 4. Another important note is that Kojima Productions also plans to launch a PC version of the Death Stranding game, however it will be delayed to "early Summer" of 2020, without a specific date to look out for.

It's always a dance between rumours, expectations and "theorycrafting" when it comes to the launch of any particularly exciting product. And with AMD's Ryzen chips currently being the most hotly anticipated development (and product launch) in the hardware world, well, let's just say that anticipation is really building up to enormous levels, with any possible details surrounding AMD's line-up being the cause, in some cases, of heated debate.

Case in point: with AMD's CCX (CPU Complex) being indivisible, this would mean a blow not only to budget-conscious consumers, but also to AMD's ability to engender its product line. Flexibility has always been the name of the game with AMD (discounting their CMT-based Bulldozer and derived architectures), with the company offering triple-core processors in the past (and weren't those the good old days of processor unlocking). However, now reports have come in that Ryzen's CCX are actually divisible, which could open up possibilities for some theoretically value-breaking hexa-core Ryzen chips.

It would appear as if AMD has seemingly (and not purposely) given us some lights as to when their hotly anticipated Ryzen chips will hit the wild - and some of our wallets. While they haven't specifically given an exact date, the talk to be given by AMD at the annual Game Developer Conference (GDC) reads: "Join AMD Game Engineering team members for an introduction to the recently-launched AMD Ryzen CPU followed by advanced optimization topics". The "recently-launched tidbit is the most important, since it places Ryzen's launch necessarily before the end of GDC - which will happen between February 27th and March 3rd. AMD has, in the meantime, altered the original headline by cutting the "recently launched" tidbit altogether.

Japanese developer and publisher Capcom has publicized that the PC version of their anticipated Resident Evil 7 game will support up to 4K resolutions and HDR. Naturally HDR will remain dependent on being connected to a compatible TV or panel, whereas high resolution support could provide additional levels of image quality through the use of super sampling on screens that do not support such resolutions natively. It is said that HDR will complement the immersive experience, better enabling the game to deliver overwhelming fear and ultimate horror.

As previously revealed by Capcom, Resident Evil 7 will also support cross saves between the PC and Xbox One versions of the game, however this will only be possible if you purchase it for PC on the Windows Store. Resident Evil 7 is also available on Steam and this version will not support cross saving. Resident Evil 7 will be available for PC on the 25 January, 2017.

Japanese cooling expert Scythe announcing the second version of its Top-Flow CPU cooler "Grand Kama Cross". Scythe Grand Kama Cross 2 is based on the same X-Structure concept as the predecessor, allowing especially efficient cooling of both CPU and surrounding components such as VRMs or RAM, and comes with various improvements. In addition, the X-Structure allows the fairly large CPU cooler to have high compatibility with many motherboards and PC Cases.

One of the key goals when designing the Grand Kama Cross 2 was to significantly improve the performance. Hence was achieved by using a large 140 mm axial-fan from the Glide Stream series. Thanks to its larger diameter and PWM-support, sufficient airflow between 37,37 and 97,18 CFM at noise level from 13 to 30,7 dBA is assured. Fan speed can be adjusted individually according to the CPU temperature by the motherboard stepless in the range from 500 to 1.300 RPM. Furthermore, key features of Glide Stream 140 case fan series such as the four anti-vibration rubber pad-inlay and grooved blade design further benefit the Top Flow design of Grand Kama Cross 2 CPU cooler.

OCZ Technology Group, Inc. (NASDAQ: OCZ), a leading provider of high-performance solid-state drives (SSDs) for computing devices and systems, provides business update for the fourth quarter of 2013.

The Company is disclosing certain preliminary information about its fourth quarter of fiscal 2013 that ended on February 28, 2013, subject to certain closing procedures and further review by the Company and its auditors. As previously reported the Company estimated that revenue in each of the unreported quarters ending August 31, 2012 and November 30, 2012 is in the range of $65 million to $85 million. This range takes into effect the impact of the reclassification of certain customer costs from operating expenses to revenue, the significant reduction in channel inventory, the timing of revenue recognition and reserves for product returns. The preliminary revenue range for the unreported fourth quarter of fiscal 2013 is estimated to be between $65 million and $70 million.

It looks like Intel's Core "Haswell" processor family will miss its anticipated March-May launch window, with the company choosing Computex 2013 as its next launch-pad. According to a leaked document intended for distributors and large retailers, desktop Core "Haswell" processors will launch only after May 27, before June 7, and retailers are told to hold off advertising the launch till June 2nd.

Among the products featuring in the new May 27 - June 7 launch window are the Core i7-4770K flagship product, i7-4770, i7-4770S, i7-4770T, i7-4765T, i5-4670K, i5-4670, i5-4670S, i5-4670T, i5-4570, i5-4570S, i5-4570T, i5-4430, and i5-4430S, all of which are quad-core parts. In addition, socket LGA1150 motherboards based on Intel Z87 (flagship, OC-ready), H87, Q87, Q85, and B85 chipsets, will be launched. In all likelihood, one piece of decoration the CES venue could miss, is the wall of LGA1150 motherboards, which is usually put up by Intel.

VIZIO, America's #1 LCD HDTV Company*, announced today the availability of its highly anticipated line of innovative personal computers designed to work hard and play hard. By combining its entertainment know-how with the unmatched power of the latest Intel Core processors, VIZIO intends to set a new standard for the Windows experience. The premium line, which consists of the VIZIO Thin + Light, Notebook and All-in-One PC, was created to break through the clutter present in the mainstream market and prove that power, design and entertainment can flawlessly co-exist in a PC.

Similar to its entrance into the HDTV category nearly a decade ago, VIZIO took careful inventory of the needs and wants evident in the PC space. The result is a sophisticatedly handsome PC line that meets the productivity and power standards consumers expect, while delivering the entertainment and design differentiators they desire. Calling on its HDTV background, VIZIO developed the PCs with contrast, image quality and viewing angles top of mind, giving PC users an experience only HDTVs could previously deliver. Combined with an NVIDIA Kepler-Class GeForce GPU, the brilliant HD display of the VIZIO PCs makes watching movies, gaming and streaming TV shows more enjoyable than ever. Deep and resonate SRS Premium Sound HD serves as an ideal complement to stunning image quality but can also stand alone, allowing music junkies to immerse themselves in rich, custom-tuned audio.

A slip-up by online marketplace Amazon.com saw the release-date of Blizzard's hotly anticipated hack-and-slash RPG title, Diablo III getting leaked. That date is April 17, 2012. The date has since been removed from Amazon. What makes this slip-up a credible leak and not an error, is the fact that Blizzard has been talking about a Q2, 2012 launch for the game.

NVIDIA seems to be playing the blame game according to a article over at Xbit. This is what they had to say, "Chief executive officer of NVIDIA Corp. said that besides continuously increasing capital expenditures that the company ran into in the recent months will be accompanied by lower than expected gross margins in the forthcoming quarter. The company blames low yields of the next-generation code-named Kepler graphics chips that are made at TSMC's 28nm node. "Decline [of gross margin] in Q1 is expected to be due to the hard disk drive shortage continuing, as well as a shortage of 28nm wafers. We are ramping our Kepler generation very hard, and we could use more wafers. The gross margin decline is contributed almost entirely to the yields of 28nm being lower than expected. That is, I guess, unsurprising at this point," said Jen-Hsun Huang, chief executive officer of NVIDIA, during a conference call with financial analysts.

NVIDIA's operating expenses have been increasing for about a year now: from $329.6 million in Q1 FY2012 to $367.7 million in Q4 FY2012 and expects OpEx to be around $383 million in the ongoing Q1 FY2013. At the same time, the company expects its gross margins in Q1 FY2013 to decline below 50% for the first time in many quarters to 49.2%. Nvidia has very high expectations for its Kepler generation of graphics processing units (GPUs). The company claims that it had signed contracts to supply mobile versions of GeForce "Kepler" chips with every single PC OEM in the world. In fact, NVIDIA says Kepler is the best graphics processor ever designed by the company. [With Kepler, we] won design wins at virtually every single PC OEM in the world. So, this is probably the best GPU we have ever built and the performance and power efficiency is surely the best that we have ever created," said Mr. Huang.

The highly anticipated first person shooter/Mech simulator Hawken is stated to be released on the 12th of December this year. 12-12-12. What makes this an interesting development is the game will be released under the a free-to-play model. Normally a free-to-play model is really just a pay for extended content model. How Adhesive Games the Hawken developer is going to set this up is unknown. What is known is the game looks to be quite beautiful with a slight Quake 3 feel to it. Luckily for the Mech junkies in the PC community we will have access to a beta before we make the plunge in December. If you sign up three friends Adhesive Games will reserve your call sign when the game finally debuts. Open enrollment has already started. You can sign up here.

So what are you waiting for? Get to blasting!

Cavium, Inc. (NASDAQ: CAVM), a leading provider of semiconductor products that enable intelligent processing for networking, communications, and digital home applications, today announced a technology and marketing collaboration with Intel (NASDAQ: INTC) to offer Intel(R) WiDi-based products designed to enable superior wireless display consumer experience. The resulting end-to-end solution will combine Intel(R) WiDi's ease-of-use and innovation with Cavium's super low latency technology and advanced video processing techniques to further enhance Intel(R) WiDi's interactivity and broaden its target applications. As a part of the marketing collaboration, Intel and Cavium will work together to expand and grow the market for wireless display products. A range of OEMs will soon be offering Intel(R) WiDi compatible receivers with Cavium's PureVu(TM) media SoC. Live demonstrations of Cavium's new Intel(R) WiDi receivers are available at Cavium's suite at the 2012 International Consumer Electronics Show in Las Vegas, between Jan 10th and 13th.