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Overclockers UK Expecting Next Batch of GeForce RTX 5090 GPUs in 3 to 16 Weeks

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.

COLORFUL iGame GeForce RTX 5080 Ultra W OC Available at Retail in Vietnam

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.

UK Retailer to Limit GeForce RTX 5090 Pre-orders, Current Inventory in Single-digits

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 GeForce RTX 50 Series Supply Woes Predicted to Last Up To Three Months

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."

NVIDIA GeForce RTX 5090 And RTX 5080 Likely to Be Extremely Hard to Get at Launch

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.

Report Suggests "Extreme" Stock Limits for GeForce RTX 5090 & 5080 GPUs in Germany

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.

Intel Arc B580 Selling Like Hot Cakes, Weekly Restocks Planned

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.

Supply Constraints Plague AMD Ryzen 7 9800X3D CPU Stock, Relief Expected Soon

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.

Intel "Arrow Lake-S" Core Ultra 200S Sells Zero Units at German Retailer

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 Plunge 33% as Auditor Quits, Citing Previous Warnings

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 Reports Strong Q2 FY25 Results

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."

Intel Parts Ways with Arm Holdings, Sells Entire Stake

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.

Intel Faces Shareholder Lawsuit Amid Financial Turmoil and Layoffs, Company Misled Investors

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.

NVIDIA Devouring Chips Faster than South Korea's Supply, Lowest Inventory in 10 Years

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.
NVIDIA Chips South Korea South Korea Chips Inventory April 2024

Top Ten IC Design Houses Ride Wave of Seasonal Consumer Demand and Continued AI Boom to See 17.8% Increase in Quarterly Revenue in 3Q23

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.

Silicon Motion Announces Q3'23 Results, Sales Up 23% Compared to Previous Quarter

Silicon Motion Technology Corporation (NasdaqGS: SIMO) ("Silicon Motion", the "Company" or "we") today announced its financial results for the quarter ended September 30, 2023. For the third quarter of 2023, net sales (GAAP) increased sequentially to $172.3 million from $140.4 million in the second quarter of 2023. Net income (GAAP) decreased to $10.6 million, or $0.32 per diluted American Depositary Share of the Company ("ADS") (GAAP), from net income (GAAP) of $11.0 million, or $0.33 per diluted ADS (GAAP), in the second quarter of 2023.

For the third quarter of 2023, net income (non-GAAP) increased to $21.1 million, or $0.63 per diluted ADS (non-GAAP), from net income (non-GAAP) of $12.6 million, or $0.38 per diluted ADS (non-GAAP), in the second quarter of 2023.

Framework Laptop 13 Available Now with 13th Gen Intel Core CPUs

Framework products are now available to order in three more countries: Italy, Spain, and Belgium! That includes Framework Laptop 13, Framework Laptop 16 pre-orders, and the range of modules and parts in the Framework Marketplace. We have Italian, Spanish, and Belgian keyboard layouts available as well. This brings the total number of countries we're in up to 12 (US, Canada, Germany, France, UK, Netherlands, Ireland, Austria, Australia, Italy, Spain, Belgium) and we're still on track to open ordering in Taiwan later this summer. We know there are more of you out there who want upgradeable, repairable, customizable products, and we're continuing to build the infrastructure to expand to more of the world. We prioritize countries based both on the operational complexity and on community interest. The best way to help us gauge demand is by signing up for the waitlist for your country.

13th Gen Intel Core now in stock
We've shipped out the last batch of pre-orders, and the Framework Laptop 13 (13th Gen Intel Core) is now in stock and shipping from inventory, including for shipments to the three new countries. This means after placing an order, your laptop will ship within five business days from our warehouse in Taiwan. If you're past the point of repair on your current system and are looking for a high-performance, upgradeable, repairable notebook, check out the reviews from The Verge, Tom's Guide, and Ars Technica to figure out if a Framework Laptop 13 is for you.

China Ramps Up Semiconductor Imports Ahead of Export Restrictions

China has sharply increased imports of semiconductor manufacturing equipment in recent months, customs data reveals. The country's purchases of chip production tools surged to record highs of nearly $5 billion in June and July, a 70% increase versus the same period last year, which amounted to $2.9 billion. The spike comes right before export restrictions on advanced chipmaking equipment are implemented by the U.S. and its allies. The moves aim to slow China's technological advancement, but Chinese chipmakers are stockpiling to avoid disruptions. Much of the equipment comes from the Netherlands and Japan, which have imposed licensing requirements on certain tool exports. While it's unclear how many are affected, the rush suggests China wants to expand production capacity and buffer against supply chain issues.

Chinese firms like SMIC and YMTC rely heavily on U.S., Dutch, and Japanese suppliers for cutting-edge manufacturing equipment. They are utilizing imported tools to boost the output of mature chips not subject to controls, particularly for electric vehicles, renewable energy, and industrial applications. Significantly, imports from the Netherlands doubled as lithography machines were delivered to Chinese foundries. Purchases from Japan also rose as companies procured etching tools and wafer coaters after 2020 U.S. restrictions. Newly established foundries backed by local governments contributed as Beijing pushed chip production expansions. Despite export control challenges, China aims to keep advancing its semiconductor capabilities. The import spike highlights intensified efforts to build self-sufficiency using older technology not covered by current limits.

Silicon Motion Announces Results for the Period Ended June 30, 2023 and an Acquisition Update

Silicon Motion Technology Corporation ("Silicon Motion", the "Company" or "we") today announced its financial results for the quarter ended June 30, 2023. For the second quarter of 2023, net sales (GAAP) increased sequentially to $140.4 million from $124.1 million in the first quarter of 2023. Net income (GAAP) increased to $11.0 million, or $0.33 per diluted American Depositary Share of the Company ("ADS") (GAAP), from net income (GAAP) of $10.2 million, or $0.30 per diluted ADS (GAAP), in the first quarter of 2023.

For the second quarter of 2023, net income (non-GAAP) increased to $12.6 million, or $0.38 per diluted ADS (non-GAAP), from net income (non-GAAP) of $11.2 million, or $0.33 per diluted ADS (non-GAAP), in the first quarter of 2023.

Samsung Will Reportedly Cut DRAM and NAND Production Further After US$7 Billion Loss

Earlier today, Samsung released its Q2 results, which were a mixed bag with many business units underperforming. However, none were doing as poorly as Samsung's memory business which made a loss of 4.36 trillion Won or around US$3.4 billion. Although not mentioned in the financial report, Reuters are reporting that Samsung is looking to cut production of NAND and DRAM further, as the publication is pointing out that Samsung's chipset business as a whole lost a staggering 8.9 trillion Won or US$7 billion. That said, the loss wasn't quite as bad as in the first quarter of the year and Samsung is expected to cut the loss in half for Q3.

In a statement to Reuters, Samsung said "Production cuts across the industry are likely to continue in the second half, and demand is expected to gradually recover as clients continue to destock their (chip) inventory." This suggests that the expected recovery isn't going to happen as soon as the DRAM and NAND manufacturers expected, as there simply isn't enough demand for either product. SK Hynix has already announced that it's cutting production a further five to 10 percent for NAND, but the company doesn't appear to have had quite as big losses as Samsung. For the time being, this is good news for consumers, as RAM and SSD pricing is about as low as it has ever been. However, with production cuts from all the three major manufacturers of DRAM and NAND, prices will most likely start going up soon, especially as Samsung is said to have depleted most of its inventories.

Nasdaq Set to Remove Activision Blizzard from Stock Exchange Top 100

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."

ASP of NAND Flash to Continue Falling 3~8% in 3Q23, Only Wafer Prices to Increase

TrendForce reports that OEMs have continued making concerted efforts to scale back production. However, given that the trajectory of market demand is still unclear, it's expected that the NAND Flash market will continue to be in a state of oversupply in 3Q23. Cautious inventory management by buyers is preventing a stabilization in NAND Flash prices even with an anticipated seasonal surge in demand for 2H23. TrendForce predicts that NAND Flash wafers will be the first to see a price hike in 3Q23 as prices for module products such as SSDs, eMMCs, and UFS will likely continue to fall due to tepid downstream demand. Consequently, the overall ASP of NAND Flash is forecast to continue dropping by about 3~8% in 3Q23, though a possibility exists prices may recover in 4Q23.

Client SSD: Although notebook shipments are expected to gradually recover in 3Q23, reversing an oversupply of SSD will continue to be challenging. Furthermore, a portion of suppliers have implemented aggressive promotions to secure customer orders and hit shipping targets in light of weakened demand and less-than-satisfactory order volumes from major clients, putting pressure on other suppliers. TrendForce estimates that the ASP of client SSDs will fall by 8~13% in the third quarter.

VAXEE Introduces ZYGEN NP-01S Wireless Gaming Mouse

ZYGEN NP-01S is a professional esports mouse launched by ZYGEN founder Junya "noppo" Taniguchi and the VAXEE platform. We know that many of our loyal friends have supported us along the way and love the design of the ZYGEN NP-01S and hoped for a wireless version to be released.

The ZYGEN NP-01S Wireless retains the same appearance and button feel as the wired version, while incorporating the optimized VAXEE wireless technology. We recommend interested friends to watch the video for a detailed introduction. For those interested in purchasing, please refer to the sales information below the video.

Sapphire Radeon RX 7600 PULSE GPUs Photographed Ahead of Late May Launch

VideoCardz has today received a tip-off from an anonymous source about a batch of Sapphire Radeon RX 7600 PULSE graphics cards - boxed products have been photographed sitting in a hardware store located "somewhere" in Asia. It is not immediately clear whether the Sapphire cards were pictured in a store-front setting, or an employee has taken a snap of stock stored in a backroom and shared it with their internet buddies. Previous leaks relating to AMD Radeon RX 7600 and 7600 XT cards have pointed to a May 25 launch day - so today's tip indicates that products have been readied well in advance of the anticipated release window.

The insider source claims that the Sapphire Radeon RX 7600 PULSE graphics card will be sold for about $249 in that particular territory. Specifications on the outer packaging can be read (if you zoom in enough) - the Pulse custom variant is labeled as being overclocked out-of-the-box, so it is highly likely that it will be fitted with a custom cooling solution. The packaging's blurb lists the presence of 32 RDNA3 CUs - indicating a full configuration of AMD's Navi 33 GPU die, consisting of 2048 stream processors. The Pulse card gets an Infinity Cache allocation of 32 MB, and a specification of (now typical) 8 GB GDDR6 video memory is confirmed.

No Shortage of NVIDIA GeForce RTX 4070 Cards at MSRP in the USA

It appears as if there has been no rush when it comes to people buying NVIDIA's GeForce RTX 4070 cards, at least not directly from NVIDIA's website, as the company lists no less than 19 different models in stock. It should be noted that NVIDIA links to third party websites, but most of the cards are available through at least one of the third parties. Out of those 19 cards, nine are sold at the MSRP of US$599.99, but the remaining 10 cards are sold above the MSRP, by varying amounts. What seems odd is that some companies have both dual and triple fan cards retailing for the MSRP, but with some dual fan OC cards going for more than MSRP from the same company.

The cards priced higher than the MSRP range from US$609.99 to US$699.99, making the more pricey cards seemingly bad value for money, as the highest clock speed listed is only a mere 115 MHz higher than NVIDIA's own RTX 4070 FE card. As seen in TPU's testing, none of the cards seem to have much of an overclocking headroom anyhow, so spending a $100 extra here doesn't seem to be worth it for the small gains in performance and could be easily gained by manually overclocking a cheaper card.
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