South Korean tech insiders believe that SK Hynix has sent "12-layer DRAM stacked HBM3E (5th generation HBM)" prototype samples to NVIDIA—according a ZDNET.co.kr article, initial examples were shipped out last month. Reports from mid-2023 suggested that Team Green had sampled 8-layer HBM3E (4th gen) units around summer time—with SK Hynix receiving approval notices soon after. Another South Korean media outlet, DealSite, reckons that NVIDIA's memory qualification process has exposed HBM yield problems across a number of manufacturers. SK Hynix, Samsung and Micron are competing fiercely on the HBM3E front—with hopes of getting their respective products attached to NVIDIA's H200 AI GPU. DigiTimes Asia proposed that SK Hynix is ready to "commence mass production of fifth-generation HBM3E" at some point this month.

SK Hynix is believed to be leading the pack—insiders believe that yield rates are good enough to pass early NVIDIA certification, and advanced 12-layer samples are expected to be approved in the near future. ZDNET reckons that SK Hynix's forward momentum has placed it an advantageous position: "(They) supplied 8-layer HBM3E samples in the second half of last year and passed recent testing. Although the official schedule has not been revealed, mass production is expected to begin as early as this month. Furthermore, SK Hynix supplied 12-layer HBM3E samples to NVIDIA last month. This sample is an extremely early version and is mainly used to establish standards and characteristics of new products. SK Hynix calls it UTV (Universal Test Vehicle)... Since Hynix has already completed the performance verification of the 8-layer HBM3E, it is expected that the 12-layer HBM3E test will not take much time." SK Hynix's Vice President recently revealed that his company's 2024 HBM production volumes for were already sold out, and leadership is already preparing innovations for 2025 and beyond.

The Council has today approved the regulation to strengthen Europe's semiconductor ecosystem, better known as the 'Chips Act'. This is the last step in the decision-making procedure. The Chips Act aims to create the conditions for the development of a European industrial base in the field of semiconductors, attract investment, promote research and innovation and prepare Europe for any future chip supply crisis. The programme should mobilise €43 billion in public and private investment (€3.3 billion from the EU budget), with the objective of doubling the EU's global market share in semiconductors, from 10% now to at least 20% by 2030.

With the Chips Act, Europe will be a frontrunner in the world semiconductors race. We can already see it in action: new production plants, new investments, new research projects. And in the long run, this will also contribute to the renaissance of our industry and the reduction of our foreign dependencies. - Héctor Gómez Hernández, Spanish Minister for Industry, Trade and Tourism

There were rumblings late last week about China's competition regulatory bodies giving Microsoft the go ahead for its proposed takeover of the Activision, Blizzard & King games publishing group. The crowd-sourced content site Seeking Alpha was the first online outlet to break the news last Friday - the author had learned from capital market firm - Dealreporter - that China's State Administration for Market Regulation had granted unconditional approval for the $68.7 billion bid, following the conclusion of a "Phase 3" investigation. The latest judgement arrived only a few days after the EU Commission's approval of the deal.

Microsoft has chosen to make an official announcement about this verdict - and has today released statements to several gaming news outlets, including GamesIndustry.biz and Eurogamer: "China's unconditional clearance of our acquisition of Activision Blizzard follows clearance decisions from jurisdictions such as the European Union and Japan, bringing the total to 37 countries representing more than two billion people. The acquisition combined with our recent commitments to the European Commission will empower consumers worldwide to play more games on more devices." Microsoft's next challenge sits with the US government's Federal Trade Commission (FTC) - a final deliberation is due this August.

Japan's competition regulator, Japan Fair Trade Commission (JFTC), yesterday issued a press release in which it announces an approval of Microsoft's proposed $69 billion takeover of Activision Blizzard. The JFTC's review has concluded and their members have: "reached the conclusion that the transaction is unlikely to result in substantially restraining competition in any particular fields of trade." This represents another regional victory for Microsoft, and follows last week's approval of the deal by the UK's Competition and Markets Authority (CMA). The JFTC has informed both Microsoft and Activision Blizzard that a cease and desist order will be not be issued, thus completing its investigation.

The timing of this new development is raising eyebrows - in last week's Senate Finance Committee, several US Members of Congress raised concerns about Sony's "monopoly" over the Japanese gaming market. The Japanese government was also accused of being complicit in its inaction and has: "allowed Sony to engage in blatant anti-competitive conduct through exclusive deals and payments to game publishers." Games industry watchdogs have questioned why another rival console and games company, Nintendo, was not brought up as subject matter in the debate. Microsoft has dedicated considerable resources into getting its proposed deal approved by international antitrust watchdogs, and has even offered to expand the Activision Blizzard games library onto Nintendo hardware platforms.

The UK's Competition and Markets Authority (CMA) regulatory body has today delivered its provisional approval of Microsoft's proposed purchase of the Activision Blizzard group, but has added that it will conduct further reviews into the topic of whether the buyout will have any detrimental effect on competition in the area of cloud gaming services: "where the CMA is continuing to carefully consider the responses provided in relation to the original provisional findings. The CMA's merger investigation continues, and it remains due to issue its final report by 26 April 2023."

The antitrust watchdog's stance looks to have changed in a significant way since February, when it declared that Microsoft's proposed acquisition of Activision Blizzard had the potential to "harm U.K. gamers". New evidence has been presented to the CMA in recent weeks, and its members have moved to provisionally conclude that: "overall, the transaction will not result in a substantial lessening of competition in relation to console gaming in the UK."