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(PR) Worldwide Semiconductor Revenue Declined 11% in 2023, Intel Recla
Worldwide semiconductor revenue in 2023 totaled $533 billion, a decrease of 11.1% from 2022, according to preliminary results by Gartner, Inc.
"While the cyclicality in the semiconductor industry was present again in 2023, the market suffered a difficult year with memory revenue recording one of its worst declines in history," said Alan Priestley, VP Analyst at Gartner. "The underperforming market also negatively impacted several semiconductor vendors. Only 9 of the top 25 semiconductor vendors posted revenue growth in 2023, with 10 experiencing double-digit declines."
The combined semiconductor revenue of the top 25 semiconductor vendors declined 14.1% in 2023, accounting for 74.4% of the market, down from 77.2% in 2022.
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SK Hynix Throws a Jab: CAMM is Coming to Desktop PCs
In a surprising turn of events, SK Hynix has hinted at the possibility of the Compression Attached Memory Module (CAMM) standard, initially designed for laptops, being introduced to desktop PCs. This revelation came from a comment made by an SK Hynix representative at the CES 2024 in Las Vegas for the Korean tech media ITSubIssub. According to the SK Hynix representative, the first implementation is underway, but there are no specific details. CAMM, an innovative memory standard developed by Dell in 2022, was certified to replace SO-DIMM as the official standard for laptop memory. However, the transition to desktop PCs could significantly disrupt the desktop memory market. The CAMM modules, unlike the vertical DRAM sticks currently in use, are horizontal and are screwed into a socket. This design change would necessitate a complete overhaul of the desktop motherboard layout.
The thin, flat design of the CAMM modules could also limit the number that can be installed on an ATX board. However, the desktop version of the standard CAMM2 was announced by JEDEC just a month ago. It is designed for DDR5 memory, but it is expected to become mainstream with the introduction of DDR6 around 2025. While CAMM allows for higher speeds and densities for mobile memory, its advantages for desktops over traditional memory sticks are yet to be fully understood. Although low-power CAMM modules could offer energy savings, this is typically more relevant for mobile devices than desktops. As we move towards DDR6 and DDR7, more information about CAMM for desktops will be needed to understand its potential benefits. JEDEC's official words on the new standard indicate that "DDR5 CAMM2s are intended for performance notebooks and mainstream desktops, while LPDDR5/5X CAMM2s target a broader range of notebooks and certain server market segments." So, we can expect to see CAMM2 in both desktops and some server applications.
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Microsoft Sets 16 GB RAM as Minimum-Requirement for Copilot and Window
Microsoft has reportedly set 16 GB as the minimum system requirement for AI PCs, a TrendForce market research report finds. To say that Microsoft has a pivotal role to play in PC hardware specs is an understatement. This year sees the introduction of the first "AI PCs," or PCs with on-device AI acceleration for several new features native to Windows 11 23H2, mainly Microsoft Copilot. From the looks of it, Copilot is receiving the highest corporate attention from Microsoft, as the company looks to integrate the AI chatbot that automates and generates work, into the mainstream PC. In fact, Microsoft is even pushing for a dedicated Copilot button on PC keyboards along the lines of the key that brings up the Start menu. The company's biggest move with Copilot will be the 2024 introduction of Copilot Pro, an AI assistant integrated with Office and 365, which the company plans to sell on a subscription basis alone.
Besides cloud-based acceleration, Microsoft's various AI features will rely on some basic hardware specs for local acceleration. One of them of course is the NPU, with Intel's AI Boost and AMD's Ryzen AI being introduced with their latest mobile processors. The other requirement will be memory. AI acceleration is a highly memory sensitive operation, and LLMs require a sizable amount of fast frequent-access memory. So Microsoft arrived at 16 GB as the bare minimum amount of memory for not just native acceleration, but also cloud-based Copilot AI features to work. This should see the notebooks of 2024 set 16 GB as their baseline memory specs; and for commercial notebooks to scale up to 32 GB or even 64 GB, depending on organizational requirements. The development bodes particularly well for the DRAM industry.
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AI Datacenters Warming Up to Instinct CDNA Causes AMD Stock to Hit Nea
With NVIDIA's Ampere and Hopper GPUs enjoying a domination in the AI acceleration industry, compute companies are turning to AMD's Instinct CDNA series accelerators to look for alternatives. It seems like they've found one. This has financial market analysts excited, causing the AMD company stock to hit near record highs. AMD recently launched the Instinct MI300X and MI300A processors based on the CDNA 3 architecture, which the company claims beat NVIDIA's H100 "Hopper" processors at competitive prices, which has encouraged analysts from major financial institutions, including Barclays, KeyBanc Capital, and Susquehanna Financial Group, to increase their price targets for the AMD stock. As of market closure at Jan 17, 7:59:56 PM UTC, the AMD stock stood at $160.17, near its November 2021 record high of $164.46.
AMD's data center business looks to ramp up Instinct CDNA accelerators through 2024. These large chiplet-based GPUs are based on the same 5 nm TSMC foundry nodes to NVIDIA's H100 "Hopper," and to maximize the use of its foundry allocation, it's been reported that AMD might even forego large gaming GPUs based on its Radeon RX RDNA4 architecture, to maximize its allocation for high-margin CDNA3 chips. The Instinct MI300X features a colossal 304 compute units worth 19,456 stream processors capable of AI-relevant math formats, and 192 GB of 8192-bit HBM3 memory, with 5.2 TB/s of memory bandwidth on tap.
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AMD FSR 3 with Frame Generation Comes to Call of Duty MW:III and Warzo
Official support for AMD FidelityFX Super Resolution 3 (FSR 3), including support for Frame Generation, has been extended to Call of Duty Modern Warfare III and Warzone, though their latest game patch. This adds FSR 3 as an option, which lets you choose between five performance presets—Ultra Performance, Performance, Balanced, Quality, and Native; with Native being analogous to NVIDIA's DLAA preset—a quality enhancement at native resolution, without upscaling. With the "AMD FSR 3.0" upscaling/sharpening option selection, you also get Frame Generation as a separate toggle, which nearly doubles frame rates using AMD's interpolation technology.
Call of Duty MW:III and Warzone are arguably the biggest game franchise to implement FSR 3 so far. The list of officially supported FSR 3 titles is small, with just five other titles that include Avatar: Frontiers of Pandora, Forspoken, Immortals of Aveum, Like a Dragon Gaiden: The Man Who Erased His Name; and Motorcubs RC; however, with AMD posting the FSR 3 source code to GPUOpen, the game modding community is all over the feature, extending unofficial FSR 3 and Frame Generation mods to games not on this list. It's worth noting that the latest CoD MW:III patch has FSR 3 replace the FSR 2.1 option entirely.
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(PR) Blizzard Reveals Diablo IV: Season of the Construct
Ancient forces threaten Sanctuary. Aided by your Seneschal Companion, hazard the many traps and devastating Constructs beneath the deserts of Kehjistan. Deep beneath the swirling sands, elemental forces are amassing for malicious whims of the demon Malphas. Only by descending far below the surface will you be able to cull this cursed threat from its root. Season of the Construct begins on January 23 at 10 a.m. PST. Prepare to uncover the powerful secrets of Zoltun Kulle's Loom with a new Dungeon type called Vaults, a seasonal robotic Seneschal Companion, and Weekly Leaderboards in The Gauntlet. Several key quality-of-life features—including almost constant Helltide events—arrive to help aid your conquests while fighting in the Vaults.
UNEARTH ZOLTUN KULLE'S LEGACY IN A NEW QUESTLINE
A new threat lurks deep beneath the sands of Kehjistan, where the Loom, an ancient technology—designed by Zoltun Kulle and Ayuzhan of Caldeum—has been usurped by the forces of evil. The Demon Malphas is responsible for twisting the Loom for his cruel whims. Zoltun's former companion Ayuzhan leads you through the treacherous Vaults, desperate to stop the formidable Malphas and his deadly constructs from overtaking Sanctuary. Travel to the Gatehall, a town center underneath Kehjistan that serves as your base of operations in the fight against the Constructs. The Gatehall is your conduit to access the deadly Vaults—riddled with elemental Hazards and Constructs, these Vaults are the key to harnessing the true potential of the Loom. Travel to the Loom to stop the threat at its source and defeat Malphas in a new Boss fight. To play the Season of the Construct Seasonal Questline, you must create a new character on the Seasonal Realm and have completed the Main Campaign. Take advantage of the Skip Main Campaign feature once you've completed the prologue if you want to jump right in!
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Rumors of "Halo Battle Royale" Cancellation Spread
A recent episode of XboxEra's podcast aired some interesting insider information about "Project Tatanka"—games industry spies believe that developer, Certain Affinity, initiated development of a Halo Battle Royale project at some point in 2020. The studio is best known for its ancillary work on many Call of Duty and Halo sequels—the most recent entry on their CV is Halo Infinite, a co-production with Microsoft's 343 Industries. The rumor mill proposes that work on "Project Tatanka" has ended prematurely, although early 2023 insights allege that Certain Affinity was instructed to take the shooter in a different direction. Many news sites have cited XboxEra Podcast episode no. 194 and its hosts as the origin of fresh cancellation claims. Jon "Sikamikanico" Clarke, co-founder and Editor in Chief of XboxEra, was not amused by these allegations.
Clarke's response stated: "What's hilarious to me, and certainly a big surprise to Nick (Shpeshal_Nick), is that this was a simple conversation, on the show, where we talking about someone else's (YouTuber ColtEastwood) discussion on a podcast...What's even more amusing is I even make a joke about overreactions to a rumored game..."we don't know—it's just the scuttlebutt out there. What's really depressing in all of this is that we're discussing someone else's discussion, and all the headlines at the other end are effectively 'Nick Baker reports Tatanka cancelled.' This is factually wrong. If we had corroborated, verifiable evidence and detail on this, I think it's pretty likely we'd do a report ourselves. We don't, so we haven't. There's a reason it's just a discussion on the podcast."
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(PR) MintRocket Unveils Wakerunners, a Top-Down PvP Action Shooter
MintRocket's Project TB unveiled as Wakerunners! This is a post-apocalyptic team-based action game set on a future Earth, offering a unique blend of fast-paced combat, diverse characters, and engaging game modes in a Top-Down PVP setting. The official name 'Wakerunners' combines 'Waker', for the human species enhanced with biometric abilities, and 'Runners', for the ability to accelerate and decelerate, which is a key setting in the game's universe.
Game Worldview
In the technologically advanced world of Wakerunners, biometric data chips have granted special abilities to human 'Wakers.' After a global virus outbreak and the fall of lunar debris - Earth lies in ruins, revealing gravitational anomalies and the new energy source, 'Lunium.' Survivors have formed alliances, competing to secure this precious resource and claim rulership of the new world.
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(PR) Paradox Interactive Introduces Prison Architect 2, Breaking Out M
Paradox Interactive and Double Eleven have announced Prison Architect 2, the 3D successor to their prison management simulator. The game offers deeper simulation, greater player control, an inhabitant behavior system and creative options to define the next generation of management gameplay. Prison Architect 2 launches on March 26 on Steam, Xbox Series X|S, and PlayStation 5 for a suggested retail price of $39.99 / £34.99 / €39.99. Enterprising Architects can pre-order Prison Architect 2 on PC today.
Prison Architect 2 offers advanced simulation systems, enabling players to construct intricate compounds with a high degree of creative freedom in a 3D environment. From building elaborate structures to managing inmates' needs while maintaining the facility's financial stability, Prison Architect 2 expands gameplay and creative tools across the board, for an engaging sandbox experience. The game also introduces a connection system between the prisoners, who will make friends or enemies with each other, impacting who they will hang out, partner or fight with. Prison Architect 2 brings prison construction and management gameplay to a new level by entering the third dimension and bringing deeper simulation than ever before.
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(PR) Tomb Raider I-III Remastered Features Explored
It's been almost 30 years since Lara Croft took her first snowy steps in the mountains of Peru. In about 30 days, console and PC players will get to re-experience Lara's first three globe-trotting adventures, with a fresh look and feel in Tomb Raider I-III Remastered on PlayStation 4|5, Xbox Series X|S, Xbox One, Nintendo Switch and Windows PC. How did we get here? That story takes us to Austin, TX in 1998.
Aspyr & Lara go way back
A burgeoning video game company, Aspyr, launches Tomb Raider II on Macintosh computers. Aspyr continued with the Tomb Raider franchise until 2003, launching Tomb Raider, Tomb Raider III, Tomb Raider: The Last Revelation, Tomb Raider: Chronicles, and Tomb Raider: The Angel of Darkness. We've always wanted to revisit these titles, but we always debated the right approach. For years, we worked through the right balance of preservation and modernization. And once we felt we nailed it, we got in touch with our friends at Crystal Dynamics.
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