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.

Earlier in March, Mindfactory Germany's webshop looked very threadbare—in terms of readily available modern PC hardware stock—thus generating plenty of online speculation about bankruptcy/insolvency. Regional news outlets have highlighted a recently-issued official press release—titled: "things are running smoothly again at Mindfactory." According to Heise Online, regular webstore customers were subjected to "internal changes" last week—requiring the creation of brand-new accounts. Logging in with old credentials (apparently) prompted a friendly auto-greeting message: "hey, it's great to see you back! Our store database has been technically optimized and tidied up. Please register again with your data." Additionally, Heise Online reckons that Mindfactory did not respond to any press inquiries throughout the month.

Monday's German language PR piece confirms normal service being re-established (via machine translation): "the online store is open as usual, and customers can once again access a growing selection of products...Mindfactory's suppliers have resumed deliveries—without requiring advance payments. In fact, they are even offering discounts to support the restructuring process." A portion of Heise Online's readership reported problems with Mindfactory's after-sales support department (around mid-March); the organization appears ready to address these issues: "along with sales, the company's service operations have also returned to normal. Returns and other service requests are now being processed as usual. Pending cases from the start of the self-administration process are also being gradually handled and resolved." VideoCardz put a spotlight on newly-replenished inventory turning up on Mindfactory's online shop. Multiple XFX and PowerColor Radeon RX 9070 series cards are back in stock—as of last week—with slightly elevated prices. Various AIB GeForce RTX 50-series options are also available to purchase. Heise Online noted that "Mindfactory is rarely one of the cheapest providers, at least at the moment," given the shop's €539.50 (including VAT) listing of AMD's popular Ryzen 7 9800X3D gaming CPU.

TrendForce's latest findings reveal that U.S. tariff hikes prompted most downstream brands to frontload shipments to 1Q25, accelerating inventory reduction across the memory supply chain. Looking ahead to the second quarter, conventional DRAM prices are expected to decline by just 0-5% QoQ, while average DRAM pricing including HBM is forecast to rise by 3-8%, driven by increasing shipments of HBM3e 12hi.

PC and server DRAM prices to hold steady
In response to potential U.S. tariff hikes, major PC OEMs are requesting ODMs to increase production, accelerating DRAM depletion in their inventories. OEMs with lower inventory levels may raise procurement from suppliers in Q2 to ensure stable DRAM supply for the second half of 2025.

Yesterday evening, the NVIDIA AI Developer social media account sent out a red alert regarding a time limited sale of flagship-tier Blackwell gaming hardware: "GeForce RTX 5090s are available at the Gear Store in the park right now at GTC 2025. 90 units are available for the next 30 minutes, with more coming tomorrow. Come say hi!" PC hardware news outlets have picked up on Team Green's latest stock bulletin, with Tom's Hardware disclosing some extra details. Under normal circumstances, NVIDIA's Gear Store Mobile Truck would be selling fairly standard merchandise—e.g. T-shirts, sweaters, hats, etc. According to the latest reports, the company's mobile pop-up store is taking orders for add-in-boards (AIB) GeForce RTX 5090 and RTX 5080 models. An information placard advertises old school/launch day guide prices of $1999 and $999 (respectively).

Tom's Hardware noted several caveats: "the graphics cards must be purchased from NVIDIA's van from 7 AM to 12 PM on Thursday or Friday and then picked up at South Hall main entrance the same day. The graphics boards are available to conference pass ($1145 for one day, or $2295 for five days) and exhibit pass holders only; with a limit of one card per person." According to folks on the ground, Team Green and its board partners have stockpiled a thousand of each highly-desirable GPU model at the San Jose Convention Center. The first waves of time-limited batches were made available yesterday (March 19). Demand for flagship and top-end GeForce RTX 50 series cards has far exceeded supply, starting back in late January. Following an absorption of plentiful feedback, NVIDIA revived its "Verified Priority Access" scheme a couple of weeks ago. This anti-scalping initiative was advertised as offering: "a limited number of verified GeForce gamers and creators in the United States the opportunity to purchase one GeForce RTX 5090 or RTX 5080 Founders Edition graphics card from the NVIDIA Marketplace."

Coverage of Radeon RX 9070 XT and RX 9070 launch batches has mainly focused on Western market conditions, with little insight into goings-on in China. AMD and board partners held a special RDNA 4 kick-off event in Beijing at the end of February, roughly twelve hours in advance of their international presentation. According to VideoCardz, initial supplies of Yeston's Sakura and Sakura Atlantis graphics cards were snapped up quickly by regional customers. The Chinese AIB specializes in brightly-hued shroud and backplate designs, often decorated with "waifu" illustrations and miscellaneous cute graphics. Unfortunately, interested parties from abroad are limited to importing from local retail platforms.

Yeston's social media accounts have alerted potential customers to re-stocks and connected developments—their latest bulletin hints about an improved situation, following another swift depletion of refreshed stock: "hello everyone! Thank you for the support! We have received a lot of messages and would love to inform you now the supply is unstable, but we will restock every week. Please don't be frustrated if you didn't get it. The supply will become stable and continue to be available after April." Interestingly, this morning's message did not touch upon the controversial topic of price hikes. At launch, Yeston's latest Navi 48 GPU-based offerings conformed or floated just above Team Red baseline MSRP (including VAT)—4999 RMB (~$686 USD) for XT, 4499 RMB (~$617 USD) for non-XT—likely boosting demand around that time. Last week, AMD board partners in Japan expressed concerns about current supply constraints—GPU market share in that region had climbed to ~45%, due to the popularity of RX 9070 Series graphics cards. Team Red could lose ground if GPU allocation limitations continue.

"Second wave" ASUS price hikes were documented online over the past weekend; affecting air-cooled premium ROG Astral and mid-tier TUF Gaming GeForce RTX 5090 models. Looking at the company's North American webshop, visitors noticed a freshly adjusted price for the ROG Astral GeForce RTX 5090 32 GB OC Edition—going from a previous level of $3079.99 up to $3359.99. Curiously, the asking price of a liquid-cooled sibling was not adjusted—remaining at a "first wave" point of $3409.99. The "cheapest" model—TUF Gaming GeForce RTX 5090 (non-OC)—experienced a $460 (representing 20%) price hike, bringing total cost of ownership up to $2759.99. As a reminder, NVIDIA's baseline MSRP guideline was $1999—as announced at CES 2025—but ROG Astral and TUF Gaming designs demand a premium or two for fancier feature sets. VideoCardz has fervently explored worrying market trends in the recent past; several of NVIDIA's big board partner players have jacked up asking prices for GeForce RTX 50-series graphics cards. Availability of stock is still a major sore point for potential buyers, who were not able to secure launch day wares. Despite a driving up of costs, the ASUS US webstore has absolutely zero stock of GeForce RTX 5090 SKUs—at the time of writing.

In addition, VideoCardz and other PC hardware media outlets noted price hikes affecting the manufacturer's stable of recently launched AMD Radeon RX 9070 Series TUF Gaming and PRIME models. In the absence of AMD-built (MBA) reference card designs, board partners were tasked with the providing of baseline "MSRP" conformant custom cards. The ASUS PRIME Radeon RX 9070 XT OC and RX 9070 OC Editions were readied as $599 and $549 options (respectively). Weekend sleuthing work put the spotlight on newly adjusted price points of $719.99 and $659.99 (respectively)—representing further cases of plain 20% elevations over baseline. AMD's debut batch of RDNA 4 cards was met with unprecedented demand earlier on in March, but secondary/tertiary stock shipments face unclear market conditions—Team Red GPU enthusiasts have (similarly) voiced their collective displeasure about elevated prices at retail. Mid-way through last week, the PC hardware community heard about ASUS leadership considering a new pricing strategy. The company is reportedly accelerating its manufacturing exodus from China.

TrendForce's latest research reveals that the global foundry industry exhibited a polarized trend in 4Q24. Advanced process nodes benefited from strong demand in AI servers, flagship smartphone application processors (APs), and new PC platforms, driving high-value wafer shipments. This growth helped offset the slowdown in mature process demand, allowing the top 10 foundries to achieve nearly 10% QoQ revenue growth, reaching US$38.48 billion, and marking another industry record.

TrendForce notes that new U.S. trade tariffs under the Trump administration have started affecting the foundry industry. A surge in recent orders for TVs, PCs, and notebooks bound for the U.S. in 4Q24 is expected to extend into 1Q25. Additionally, China's consumer subsidy program—introduced in late 2024—has spurred early inventory restocking among upstream customers. Combined with persistent demand for TSMC's AI-related chips and advanced packaging, these factors suggest that despite Q1 being a seasonally weak quarter, foundry revenue will only decline slightly.

Inet AB—one of the largest Swedish e-tail stores—has alerted its customer base with foreboding information. NVIDIA and its board partners are expected to launch GeForce RTX 5070 graphics cards tomorrow (March 5)—reviews have started to trickle out; including TechPowerUp's freshly-published evaluation of the Founders Edition. According to the Scandinavian shop's blog, they anticipate major supply problems: "unfortunately it looks like we won't be able to release the cards then. This is simply because we don't seem to be getting any cards in stock. Just like with other models in the RTX 50 series, we will release new cards one by one as they land in stock, and only make a fuss in cases where we might receive large deliveries." A week and a half ago, supply chain insiders alluded to significant problems that have reportedly affected GeForce RTX 5070 and RTX 5060 production pipelines.

Like many other global PC hardware retail outlets involved in the sale of "Blackwell" GPUs, Inet has offered helpful guidelines in anticipation of limited shipments: "we hope to start releasing cards and (pre-built) computers with GeForce RTX 5070 in the coming weeks. If you want to buy RTX 5070, we recommend that you keep an eye on inet.se and use 'Notify me' on each product page, then you will receive an email when we release them for order. Keep in mind, however, that many people use this function, so the cards may run out quickly after the email goes out." VideoCardz and Australia's Hardware Unboxed have both predicted a grand battle between GeForce RTX 5070 and Radeon RX 9070 XT cards. Team Green tends to stick to its intended release schedules—according to industry watchdogs—even in the face of mounting problems. The tides could be turning again; recent events have allegedly pushed the global launch of GeForce RTX 5060 cards into April.

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).

Overclockers UK, one of the largest PC retailers in the UK, has shared insights on their X account about the estimated time of arrival (ETA) for GPU restocking. Starting with the newest GeForce RTX 5070 Ti GPUs, the OCUK post notes that RTX 5070 Ti is sold out, and pre-orders are open now, with more GPU stock arriving in two to four weeks. Next up is the GeForce RTX 5080, which is sold out with limited stock arriving weekly, with an ETA of one to three weeks. However, the worst ETA stock re-supply is for the RTX 5090. OCUK notes that the RTX 5090 is sold out, and pre-orders have ceased. The ETA schedule ranges between 2-14 weeks, which is almost 100 days of waiting for RTX 5090 in the UK.

We previously reported that NVIDIA's GeForce RTX 5070 and RTX 5060 have faced some production issues with NVIDIA working on it to push out new stock in the coming weeks. However, the situation is not exclusive to these upcoming GPUs, as the stock of the current GPUs is getting grabbed by each minute. OCUK also noted that: "If you have purchased any RTX 50 series GPU but not yet received a dispatch confirmation email, your order is now in a pre-order queue and we are working with our supply chain to fulfil within the ETAs above, or sooner if possible. As always, anyone who does not wish to wait is welcome to cancel for a full refund."

Overclockers UK (OcUK)—a well-known PC hardware retailer—has revealed estimated timeframes for renewed stock of GeForce RTX 5090 and RTX 5080 graphics cards. Late last week, its various web presences informed potential customers about anticipated lead times. The company's blog disclosed that: "due to incredibly high demand and limited stock, all 50 Series cards sold shortly after launch with some pre-orders taken in restricted quantities." New GeForce RTX 5090 stock is expected to arrive at the OcUK warehouse in about three to sixteen weeks. The British store reckons that they will receive GeForce RTX 5080 cards in two to six weeks time. TechPowerUp picked up on various online predictions—a week before the market launch of NVIDIA GeForce RTX 50-series GPUs—pointing to extremely low numbers of forthcoming launch stock. An OcUK employee disclosed that their inventory—of GeForce RTX 5090 graphics cards—was in single digits.

OcUK's dedicated RTX 50-series blog includes an apology—apparently their webstore experienced an outage shortly before launch time. They also informed customers about external factors affecting the re-opening of order books: "we have no plans to take pre-orders for any 50 Series cards until we have greater clarity on availability and have fulfilled the pre-orders we have taken." VideoCardz has discovered an informative post on the Megekko.nl discussion forum—where a new member has shared insider information. Board partners and suppliers are complaining about difficult conditions, according to the leaker's sources—they believe that ASUS and MSI have been forced into releasing forthcoming RTX 5090 stock via a staggered batch system (see screenshot below). The Verge has reached out to NVIDIA for comment—regarding shortages at launch—their request was not entertained.

A brave Vietnamese high-end GPU enthusiast uploaded photo evidence of a freshly made purchase—COLORFUL's iGame GeForce RTX 5080 Ultra W OC model—onto the NVIDIA subreddit. Undoubtedly, a retailer in the Southeast Asia region had thrown caution to the wind and let stock prematurely float onto shelves. The plucky customer claimed that the transaction had taken place around a week ago—so well in advance of the official January 30 launch. The original post and several photos have been deleted, but several news outlets have preserved these details. The buyer alleges that they handed over $1400 for this "beautiful" triple-slot custom design—emblazoned with a funky graffiti-inspired lighting system and street art graphics.

The $401 upcharge above baseline MSRP ($999 in the U.S.) indicates that COLORFUL has outfitted this particular model with a beefy cooling solution and other premium features (e.g. stainless steel I/O plate with an attached one-click overclocking button). This custom GeForce RTX 5080 "Blackwell" GPU-based model was added to a working PC build—one photo shows off a B650 motherboard—but the lucky owner will have to deal with a lack of publicly released drivers. Fortunately, they have skipped ahead a step—less fortunate day one customers (across the globe) are seemingly faced with an incoming storm at retail.

Yesterday evening (GMT), Overclockers UK's product purchasing manager set expectations for his store's day one inventory of GeForce RTX 5090 and 5080 graphics cards. Taking to the OCUK forum, Gibbo (aka Andrew Gibson) revealed that the flagship stock count was in: "single digits at present, maybe double for launch." His "TDLR" also pointed to the store having a "few hundred" RTX 5080 models ready for launch day, with pre-orders starting on January 30 (for both Blackwell GPU product tiers). Gibbo warned potential customers about anticipated tight conditions: "we are expecting greater demand than (the RTX) 40 series, but with the launch just prior to CNY and lots of other rumors circulating initial waves of supply are poor and will probably take some time to build up. So the stock we have will be made available from the launch via the webshop, but I know what we have is likely to last only seconds, minutes at most."

Similar (predicted) circumstances have been reported across Europe and the Far East—certain outlets believe that GeForce RTX 50 series shortages will last up to three months post-launch. Potential "Blackwell" GPU customers are very likely dreading a forthcoming buying experience riddled with scalper bots, price gouging and all sorts of shady shenanigans. OCUK's product manager recommends taking a pragmatic approach when faced with a chaotic state of affairs: "to put it simply patience and expectations need to be realistic if the UK has—say 10,000 cards, and 500,000 people want one—well it is going to take time so plan ahead and also act like adults. I shall try and keep these forums updated with stock drops with heads up on the site etc. Do not call Sales or Customer service for any info or try to place orders, it shall be strictly via website only and all information will be posted on forums and on product display pages for the products as and when we have it."

NVIDIA's GeForce RTX 50 Series of "Blackwell" GPUs are set to launch at the tail end of this month, but market conditions are not looking favorable for day one customers. Recent news articles have highlighted alleged regional supply issues, and industry insiders believe that it will be very difficult to obtain the two higher-end models (RTX 5090 and RTX 5080). Monday's report posited that delays could result in stock not turning up until a month after Team Green's official kick-off on January 30. VideoCardz has pointed to a root cause; Team Green's alleged late issuing of finalized BIOSes—board partners were reportedly not able to prepare stock until very late in 2024.

Unfortunately, further disappointing disclosures have trickled out mid-week—PowerGPU's social media account sent out a stern warning: "the launch of the RTX 5090 will be the worst when it comes to availability. Already being told to expect it to be that way for the first three months." Benchlife piled on with more bad news—their report suggests that problems will emerge further down in Team Green's "Blackwell" product stack: "we can confirm that there are not many supplies on the market. This is mainly due to some communication issues between NVIDIA and AIC partners, as well as the Spring Festival Factors are expected to improve in February. In addition, we expect to see the GeForce RTX 5070 Ti starting to appear on the channel in mid-to-late February. As for the $549 GeForce RTX 5070, we may have to wait until early March."

Recently, we covered a rumor arising from PCGH which stated that the RTX 5090, and perhaps even the RTX 5080, are gearing up to face an extremely stock-limited launch in Germany. Now, it appears that customers in North America will likely face very similar circumstances, if the claims made by tipster Moore's Law is Dead's sources are taken to be true. MLID spoke with several sources, including distributors and AIBs, all of whom had the same thing to say - it is going be quite hard to snag an RTX 5090 or RTX 5080 at launch.

One of the distributors that MLID apparently spoke with, went as far as to comment that they simply won't be having any RTX 5090s at all in the first month of launch. Further, while they received almost 200 RTX 4080s during the previous launch season, they only expect to get 20 units of the RTX 5080 this time around. As for the RTX 5090, they do not foresee inventory before late Q1, or even Q2 of this year. A second source, who claimed to be from an AIB partner, stated that while they will have RTX 5080s ready at launch, they are "only a fraction" of the RTX 4080s they had last time. Moreover, the number of RTX 5090s they claim to have matches that of the RTX 3090s they had, which, for those who don't remember, suffered from severe supply shortages at launch.

A moderator on the PC Games Hardware (PCGH.de) discussion board had disclosed worrying details regarding stock limitations—presumably affecting the upcoming GeForce RTX 50 series launch in Germany. In turn, this disclosure was picked up by PCGH's new department. The predicted circumstances will—reportedly—make matters most difficult for customers looking to acquire higher-end "Blackwell" GPUs. The forum moderator gathered damning evidence from his network of contacts: "I was able to learn from well-informed dealer circles, the available contingent of graphics cards will be extremely limited! This applies in particular to the GeForce RTX 5090. Accordingly, NVIDIA determines where and who exactly will offer graphics cards at market launch. B2B dealers and the entire local wholesale trade, which primarily also works with business customers, will most likely come away empty-handed."

A bit of humor was sprinkled in with this informative post—the moderator joked about customers resorting to "cheerful" repetitive pressings of their F5 keys. They posit that the online buying experience for flagship Blackwell GPUs will be tiring and frustrating: "...so anyone who wants to get a GeForce RTX 5090 or GeForce RTX 5080 at market launch will have to queue digitally at the end customer dealers together with waiting (private) customers. Scalpers and bots will probably also get involved here. The quantities that can be purchased are likely to be limited to a maximum of one unit." Several stores are listed as being prime sources of stock (see below)—they reckon that the likes of Amazon will be not be receiving initial batches. "Second, third, or even fourth" waves of stock are anticipated, with some retailers set to act as resellers—inevitably opening the door to predicted price gouging. It is not clear whether these alleged restrictions will come into effect in markets beyond German borders—additionally, the VideoCardz insider network has not discovered any behind-the-scenes information regarding Team Green's launch period supply strategy.

It's a tacitly known reality that Intel has not been having a great time lately. However, calling the company's recently announced Arc B580 gaming graphics card a smash hit would be a wild understatement. The company's previous major GPU launch, the Arc Alchemist, was riddled with mediocre reviews and received a lukewarm reception. The Arc B580, on the other hand, has received overwhelmingly positive reviews across the board, with many even hailing the GPU as a saving grace for the borderline deserted budget-class segment.

Keeping that in mind, it is no surprise that Intel's Arc B580 is getting sold out nearly everywhere, with the company barely managing to keep enough inventory. As revealed to popular YouTube channel Linus Tech Tips, Intel plans on having weekly restocks of its Arc B580 gaming GPU. We sure do look forward to that, considering that no one really likes a GPU, no matter how great, that can't be bought. The Arc B580 rocks a higher 12 GB of VRAM, a more affordable pricing, as well as arguably better performance than its primary competitors, the RTX 4060 and the RX 7600. Of course, with Blackwell and RDNA 4 around the corner, it sure does appear that the arena of the ultimate budget GPU is about to get heated once again.

About a month ago, we reported about the AMD Ryzen 7 9800X3D "Zen 5" processor with 3D V-Cache that is flying off the shelves, with scalpers trying to make a profit from buying the retail inventory. The processor continues to face widespread availability issues more than a month after its launch, though the company assures consumers that relief is on the horizon. "We are working diligently to get as much supply to market as possible, with more processors being shipped every week," an AMD spokesperson told Tom's Hardware. "We expect availability to get better as shipments ramp throughout the quarter." The CPU is not only hard to find but also proves to be one of the most sought-after processors on Amazon.

The supply shortage has created opportunities for scalpers, who are listing the processor at prices reaching $1,000—more than double its retail price. Even established retailers like Walmart have listed the chip at inflated prices, approaching $800. Adding to consumers' challenges, some third-party sellers have posted fraudulent listings, making it crucial for buyers to verify seller credibility. While major retailers like Amazon, Newegg, Best Buy, and B&H Photo maintain the official $479 price point when in stock, securing a unit at this price has proven challenging for most consumers. As the holiday season is here, AMD's promised production ramp-up is much needed, as gamers have been planning their upgrade months in advance and are in dire need of pushing the performance of their systems up another notch.

The launch of Intel's "Arrow Lake-S" Core Ultra 200S series of desktop processors has been a bit of a disappointment for gamers, given a slight regression in the new generation's gaming performance. While excelling in productivity tasks, these CPUs are not seemingly the top choice for gamers. According to data from Mindfactory, one of Germany's largest retailers, Intel's Arrow Lake CPUs didn't account for even one Intel-powered CPU sale since the October 24 launch. This is a massive contradiction to US-based retailers like Amazon and Newegg, which sold out their Arrow Lake stock swiftly. However, the German retailer paints a different picture.

In terms of units sold, there were 730 AMD CPU units sold, while only 40 Intel. AMD accounted for 94.81% of that week's sales, with an average selling price of 267 Euros and Intel's average selling price of 388 Euros per unit. It is worth pointing out that this information is only based on one week of sales and should not be a general guide for Intel Arrow Lake sales in Germany. We are still left to see how many units will be sold in the coming weeks, especially with the upcoming holiday season. Below is the picture from TechEpiphany on X, showing all the sold units and their quantity.

Supermicro shares took a big hit today when Ernst & Young quit as its auditor, making its stock fall over 30%. EY decided to leave because of their worries in July about how Supermicro runs things, shares information, and keeps track of its money. In August, Supermicro delayed its annual report as they were looking over internal financial controls following Hindenburg Research's allegations of accounting manipulation. Ernst & Young's letter to the Securities and Exchange Commission (SEC) about quitting says they can't trust what the company's leaders say anymore. They also don't want their name on the company's financial papers after discovering new information during their check. "We are resigning due to information that has recently come to our attention which has led us to no longer be able to rely on management's and the Audit Committee's representations and to be unwilling to be associated with the financial statements prepared by management."

Supermicro doesn't agree with the accounting firm's decision, and they say fixing these problems won't mean they have to redo any of their financial reports from 2024 or earlier. Commenting on this subject, Nathan Anderson, the founder of Hindenburg, said in a post on X, "As far as auditor statements go, E&Y's SMCI resignation letter is about as strongly worded as I have seen." According to The Wall Street Journal, the Department of Justice is currently looking into the company. Supermicro will present its first quarter fiscal 2025 business update on Tuesday, November 5, 2024, at 5:00 p.m. ET / 2:00 p.m. PT.

Electronic Arts (NASDAQ: EA) today announced preliminary financial results for its second quarter ended September 30, 2024. "EA delivered another strong quarter with record Q2 net bookings, driven by our incredible teams, broad portfolio and technology leadership," said Andrew Wilson, CEO of EA. "The momentum in our business reinforces our strategic vision to deliver innovative experiences and interactive entertainment that deepens and expands engagement across our global communities."

"Q2 was another successful quarter for EA, exceeding the high end of our guidance range. As a result, we are also raising our FY25 outlook," said Stuart Canfield, CFO of EA. "We remain confident in our ability to drive long-term value creation through increased scale, driving top-line growth, improved margins, and greater cash flow as shared at our Investor Day."

As Intel's recent challenges continue, the company just sold its 1.18 million share stake in Arm Holdings during Q2, as revealed in a recent regulatory filing, according to Reuters. The sale potentially generated around $146.7 million for Intel, based on Arm's average stock price between April and June. The company recently announced plans to reduce its workforce by over 15% (about 15,000 jobs) and suspend dividend payments, reflecting a downturn in traditional data center semiconductor demand and a shift towards AI chips, a sector where Intel trails competitors like NVIDIA.

CEO Pat Gelsinger is steering Intel towards developing advanced AI chips and expanding its contract manufacturing capabilities, aiming to regain ground lost to Taiwan's TSMC, the industry's leading contract chipmaker. This strategic pivot has increased costs and squeezed profit margins, necessitating cost-cutting measures.

According to a recent report from Reuters, tech giant Intel is facing a significant legal challenge as shareholders file a lawsuit following a dramatic plunge in the company's stock price. The legal action comes from Intel's recent announcement of dividend suspensions and plans to lay off over 15,000 employees. The semiconductor behemoth saw its market value plummet by a staggering $32 billion in a single day, leaving investors reeling. The Construction Laborers Pension Trust of Greater St. Louis has initiated a proposed class action suit, naming Intel, CEO Pat Gelsinger, and CFO David Zinsner as defendants. The plaintiffs allege that the company made misleading statements about its business operations and manufacturing capabilities, artificially inflating its stock price between January 25 and August 1.

Intel's financial woes stem from underperforming contract foundry operations and 1% drop in revenue during the second quarter of 2024. While it may seem miniscule, declining revenue is paired with a negative 15.3% operating margin, resulting in a net loss of $1.61 billion. The company's August 1 announcement caught many shareholders off guard, prompting accusations of inadequate disclosure and transparency. This lawsuit is just one of several legal battles Intel is currently strangled in. The company is also locked in a patent dispute with R2 Semiconductor across multiple European countries, centering on voltage regulation technology. While Intel has secured a victory in the UK, it faces ongoing litigation in Germany, France, and Italy. Adding to Intel's troubles, a separate class action lawsuit is being explored on behalf of customers who purchased potentially faulty 13th and 14th-generation processors. The company also canceled its September 2024 Innovation event, citing poor financials, without any words on Arrow Lake or Lunar Lake. While the cancelation of events is sad, it is necessary to get financials back on track, and product launches should continue as usual.

South Korea's stock of semiconductor chips dropped more than it has since 2014. This big decrease shows that customers are buying chips faster than companies can make them, as they need more equipment for developing artificial intelligence (AI) technology. Official data released on May 31 revealed that in April, chip inventories fell by 33.7% compared to a year earlier - the largest drop since late 2014. This is the fourth month in a row that inventories have declined, while at the same time South Korea's exports of semiconductors have gone up again. Additionally, South Korea's production of chips rose 22.3% in April, which is less than the 30.2% increase from the previous month. Shipments from factories grew 18.6%, also lower than March's 16.4% growth.

South Korea is home to the two biggest memory chipmakers in the world (Samsung and SK Hynix), and they are competing to supply chips to NVIDIA, the latest having an insatiable appetite for more and more chips. These two Korean companies are in a race to develop a more advanced and more profitable version of high-bandwidth memory, or HBM. During the memory chip boom from 2013-2015, inventories didn't increase for about a year and a half. In the 2016-2017 cycle, inventory declines lasted nearly a year. A report from South Korea's central bank expects the latest surge in chip demand to continue at least until the first half of next year. This is because the "artificial intelligence boom" is driving up demand similarly to how cloud servers caused an expansion in 2016, and now mostly forgotten crypto-mining fever. South Korea will release its latest export data on June 1.

TrendForce reports that 3Q23 has been a historic quarter for the world's leading IC design houses as total revenue soared 17.8% to reach a record-breaking US$44.7 billion. This remarkable growth is fueled by a robust season of stockpiling for smartphones and laptops, combined with a rapid acceleration in the shipment of generative AI chips and components. NVIDIA, capitalizing on the AI boom, emerged as the top performer in revenue and market share. Notably, analog IC supplier Cirrus Logic overtook US PMIC manufacturer MPS to snatch the tenth spot, driven by strong demand for smartphone stockpiling.

NVIDIA's revenue soared 45.7% to US$16.5 billion in the third quarter, bolstered by sustained demand for generative AI and LLMs. Its data center business—accounting for nearly 80% of its revenue—was a key driver in this exceptional growth.