Key Takeaways
Dummy RAM looks like real RAM but has no memory chips, it’s only for esthetic purposes.
Empty RAM slots can be unsightly, dummy RAM can fill the gaps if you can’t get the right RAM combination.
Despite having no practical use, dummy RAM can still enhance the RGB lighting and fill in empty slots economically.
Intel has now announced its earnings for the second quarter of 2024, posting broadly negative results relative to the consensus expectations.
Intel (NASDAQ: INTC) Earnings Release for the Second Quarter of 2024
For the three months that ended on the 30th of June, 2024, Intel reported $12.833 billion in non-GAAP revenue, missing consensus expectations of $12.94 billion.
Of course, AI is the market’s buzzword right now and Intel is trying to capture this thematic tailwind. In recent weeks, the company has introduced the Xeon 6 processors to handle data center-related tasks, the Gaudi 3 AI accelerator that is around 50 percent faster than NVIDIA’s H100 GPUs at training generative AI models, and the new Lunar Lake chips that enable PCs to perform AI-related tasks.
Even so, given the fact that Intel’s DCAI segment missed consensus revenue expectations in Q2 2024, it seems the company has yet to truly tap into the secular AI-focused tailwind.
Investors have reacted negatively to the company’s latest earnings release, with the stock currently down over 10 percent in after-hours trading. The company not only failed to meet consensus expectations for its top-line and bottom-line metrics but also failed to deliver on the key DCAI segment. Moreover, its gross margin continues to worsen on a sequential basis, given the chipmaker’s latest guidance.
Last year, Intel laid off around 5 percent of its workforce. Now, as per Bloomberg’s reporting, the chipmaker is purportedly preparing to lay off between 1,000 and 9,000 employees, corresponding to between ~1 percent and 8 percent of its total workforce of around 110,000 employees.
Meanwhile, Intel’s Foundry unit continues to benefit from the fierce tailwinds emanating out of the bipartisan consensus to re-shore chip manufacturing in the US.
Intel plans to lay off more than 15% of its workforce by the end of the year, the company announced today, meaning roughly 15,000 employees or more (potentially up to 17,475 based on recent Intel headcount numbers of 116,500) — a vast restructuring that comes amid troubling financial results this quarter. The layoffs rank among the most severe in Intel’s 56-year history.
The news came during an earnings call for the semiconductor giant, which also announced that it has encountered yield issues with its Meteor Lake processors, problems that negatively impacted the bottom line. The company lost $1.6 billion in the quarter. Intel said it will cancel some ‘underperforming’ products in a bid to save costs and plans to suspend its seemingly sacred dividend in the fourth quarter. At the time of publication, Intel’s stock had dropped 19% in after-hours trading.
CEO Pat Gelsinger outlined the changes and the rationale behind them in a blog post to Intel.com; he noted that the company aims to reduce spending by $10 billion in 2025 with the move.
Intel specifically called out looming cuts to marketing and R&D
Analyst Patrick Moorhead Tweeted that Gelsinger told him about the Meteor Lake yield issue. It’s unclear if these issues are related to the widespread crashing and instability problems Intel has encountered with its 13th- and 14th-gen desktop processors. The company had previously cited a shortage of packaging capacity for its inability to meet OEM demand for the Meteor Lake processors, but Moorhead says Gelsinger told him that yield issues fueled the need for ‘hot lots,’ or accelerated wafer runs of chips that incur excessive cost relative to normally scheduled operations.
Analysis Intel plans to layoff more than 16,000 staff, or at least 15 percent of its workforce, with most cuts coming by the end of the year as the x86 giant scrambles to get its finances under control.
“By implementing our spending reductions, we are taking proactive steps to improve our profits and strengthen our balance sheet,” Intel CFO David Zinsner wrote in the mega-corp’s second-quarter earnings report Thursday.
By Taras Buria – Valve has published the latest results of its monthly Software & Hardware Survey. According to the findings, Windows 11′s market share dropped a bit in July 2024, going below the 46% mark. #Steam #Microsoft #Windows11
Reddit user jerubedo took to the r/hardware subreddit to share a story on an Intel RMA nightmare. The individual said the company claimed that the two Core i9-14900K processors suffering from the instability issues plaguing 13th- and 14th-generation Intel chips were fraudulent. The company reportedly said in its response, “Intel reserves the rights to retain the product and/or destroy such product as appropriate.”
Before all this drama, jerubedo contacted Intel’s customer service regarding the processors, and the company agreed that they were indeed faulty. When Intel asked for photographs and documentation, the company responded to jerubedo saying that one of the chips (Serial Number 02096 from Micro Center) was re-marked. At the same time, the other was a tray processor (Serial number 03252 from Amazon) and was not covered by a retail warranty.
When the Reddit poster sent clearer photos of the Amazon chip, Intel changed its stance, saying it was indeed a boxed processor. However, the company also noted that it wasn’t confident that the chip would pass muster with its fraud validation, suggesting that jerubedo return the chip to the merchant (Amazon) that sold them the chip instead.
It’s good that both Micro Center and Amazon accepted jerubedo’s return. Intel just announced two extra years of warranty for any boxed 13th Generation Raptor Lake and 14th Generation Raptor Lake Refresh processors to assuage consumer fears that their processors will fail soon after the warranty expires.
While this would give Intel users peace of mind, if similar RMA stories emerge, many Intel loyalists could potentially switch to AMD systems. It would further compound the giant corporation’s troubles, with Intel having just announced a 15% reduction of its workforce and suspending dividends for its investors.
On Thursday, Intel announced its financial results for the second quarter of 2024, and they weren’t favorable to the chip giant: The company’s revenue dropped by 1% year-over-year while its losses totaled $1.6 billion. Perhaps worse is that Intel expects the second half of the year to be challenging for its business. As a result, Intel announced plans to cut its workforce by a rather whopping 15% this year.
Intel’s cuts will be severe. The company plans to slash CapEx by 20% and reduce R&D tremendously as it restructures and stops work on ‘underperforming’ products. It will embark on one of the largest layoffs in its 56-year history.
Intel’s struggles on its foundry side of operations, the group that produces its chips, and a struggling data-center division had an outsized impact on the company’s financial struggles.
Products make money, manufacturing loses it
Intel’s revenue for Q2 2024 reached $12.8 billion, a decrease of 1% year-over-year, a startling contrast to AMD’s 9% year-over-year revenue growth in Q2. The company lost $1.6 billion, however, a stark contrast to its $1.5 billion profit in the second quarter of 2023. The company’s gross margin for Q2 2024 was 35.4% (GAAP), which is down just 0.4% compared to the same quarter a year ago.
When it comes to losses and profitability, Intel’s product business units earned $8.5 billion (up 4% year-over-year), and all of them except Altera were profitable; they generated $2.9 billion in operating income led by the company’s Client Computing Group (CCG). By contrast, the company’s Intel Foundry manufacturing operations earned $4.3 billion in revenue and generated a massive $2.8 billion loss as the company ramped up production of chips on its next-generation production technologies that use expensive EUV equipment.
“Our Q2 financial performance was disappointing, even as we hit key product and process technology milestones,”
Linux Hits Another Desktop Market Share Record
from the year-of-the-Linux-desktop dept.
According to Statcounter, Linux use hit another all-time high in July. For July 2024, the statistics website is showing Linux at 4.45%, climbing almost a half a percentage point from June’s 4.05% high. https://linux.slashdot.org/story/24/08/01/2029219/linux-hits-another-desktop-market-share-record
On the one side, it is competing against AMD, Nvidia, and now Qualcomm for revenue share in the consumer PC market. For now, Intel outsells all three companies easily in this market, though Nvidia’s gaming business looks to be more profitable.
On the other side, the company competes against AMD, Nvidia, and Arm chips in the data center space. Thanks to Nvidia’s highly popular AI GPUs, Nvidia outsells AMD and Intel combined by nearly 3.3 times. But TSMC is arguably the biggest fight for Intel. The Taiwanese company makes chips for all of Intel’s rivals and Intel itself.
On the roadmap side, Intel looks quite competitive both in terms of performance and, eventually, in terms of costs. Yet, the company has to prove that it can make money making chips not only for itself, but for others. To do so, it needs to persuade TSMC’s customers to use Intel’s technologies
Facepalm: Nvidia’s highly anticipated Blackwell series of AI chips has encountered a significant setback. Newly discovered design flaws will delay shipments by at least three months. This delay will likely cause considerable disappointment among customers who have placed billions of dollars in orders
The crux of the issue lies in the processor die connecting two Blackwell GPUs on a GB200 chip – a problem identified by manufacturer TSMC. In response, Nvidia is revising the design and will need to conduct new production tests with TSMC before mass production begins. As a stopgap measure, the company is considering producing a single GPU version of the Blackwell chip to expedite delivery.
The delay has far-reaching implications for Big Tech players who have invested heavily in Nvidia’s technology. For instance, Google has ordered over 400,000 GB200 chips in a deal exceeding $10 billion. Similarly, Meta has placed a $10 billion order, while Microsoft had plans to have 55,000 to 65,000 GB200 GPUs ready for OpenAI by the first quarter of 2025 – a timeline now in jeopardy.
Despite these reports, Nvidia’s official stance remains optimistic. A company spokesperson stated that “production is on track to ramp” later this year without directly addressing the reported delay. Meanwhile, the affected companies, including Microsoft, Google, Amazon Web Services, and Meta, have declined to comment.
The setback could allow Nvidia’s competitors to gain ground in the AI chip market. Intel and AMD have struggled to impact Nvidia’s market share since the outset of the AI boom.
For instance, AMD designed its open-source ROCm framework to compete directly with Nvidia’s CUDA, offering developers an alternative to build AI applications without being locked into Nvidia’s ecosystem. Likewise, Intel is developing AI accelerator chips, including the Gaudi line, as more affordable alternatives. According to Intel, its AI accelerators are one-third to two-thirds the price of competing brands.
As customers move past the initial disappointment of the delay, they may question Nvidia’s ability to maintain its dominant 80-percent market share in the face of production challenges and increasing competition.
Nvidia’s RTX 3060, which used to be one of the best graphics cards, is finally set to be discontinued after three years of longevity, according to a post on the Chinese tech forum Bobantang, also called Board Channels. The RTX 3060 was first released in February 2021 and has since become the #1 most popular graphics card on the Steam Hardware Survey.
Uhh… Intel has issues… AMD delays Zen 5… now NVIDIA with Blackwell design issues
NVIDIA’s next-gen Blackwell AI GPUs delayed, rumor has it ‘design flaws’ are to blame
NVIDIA’s new Blackwell AI GPUs reportedly delayed over design flaws, affecting big customers like Meta, Google, Microsoft, and more wanting AI GPUs.
VIEW GALLERY – 2
Anthony Garreffa
@anthony256
Published Aug 3, 2024 3:59 AM CDT
1 minute & 58 seconds read time
NVIDIA’s next-gen Blackwell AI GPUs have reportedly been delayed, with The Information reporting that “design flaws” are stopping Blackwell from flooding the world of AI.
2
VIEW GALLERY – 2 IMAGES
The Information reports on information from two unidentified people that helped produce the Blackwell AI GPU and its server hardware said that NVIDIA’s new Blackwell AI GPUs could be delayed for 3 months or more, affecting major customers like Meta, Google, and Microsoft.
Popular Now: Ubisoft recommends GeForce RTX 3060 Ti rendering at 720p to play Star Wars Outlaws on PC
NVIDIA reportedly made Microsoft aware of the issue of Blackwell AI GPUs being delayed this week, at least its “most advanced” AI chip models, according to Bloomberg reporting on unidentified Microsoft staffers and “another person.” The delays mean that big shipments aren’t to occur until Q1 2025, according to The Information.
The Information reached out to NVIDIA, but of course the company wouldn’t comment on its Blackwell AI GPUs being delayed, but told The Information that “production is on track to ramp” later this year.
Read more: NVIDIA CEO says Meta has 600,000 H100 AI GPUs, Meta are ‘good customers for NVIDIA’ says Zuck
Meta, Microsoft, Google, and Amazon Web Services (AWS) declined to comment to The Information, while a TSMC spokesperson didn’t respond for a request to comment. TSMC fabs NVIDIA’s new Blackwell AI GPUs, and would be the main source of knowing if there were any delays on NVIDIA’s latest AI GPUs.
Read more: NVIDIA to make $210 billion revenue from selling its Blackwell GB200 AI servers in 2025 alone
Read more: NVIDIA’s new GB200 AI server cabinets: leaks in liquid cooling system, emergency work to fix it
Read more: NVIDIA places fresh new orders with TSMC for more Blackwell GB200, B100, B200 AI chips
Read more: NVIDIA’s next-gen GB200 AI server cabinets to ship in ‘small quantities’ in Q4 2024
NVIDIA H100 80 GB Graphic Card PCIe HBM2e Memory 350W (NVIDIA H100 80 GB)
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NEWS SOURCE:bloomberg.com
Anthony Garreffa
Anthony joined the TweakTown team in 2010 and has since reviewed 100s of graphics cards. Anthony is a long time PC enthusiast with a passion of hate for games built around consoles. FPS gaming since the pre-Quake days, where you were insulted if you used a mouse to aim, he has been addicted to gaming and hardware ever since. Working in IT retail for 10 years gave him great experience with custom-built PCs. His addiction to GPU tech is unwavering and has recently taken a keen interest in artificial intelligence (AI) hardware.
What’s in Anthony’s PC?
CPU: Intel Core i5-12600K
MOTHERBOARD: GIGABYTE Z690 AERO-G
RAM: Corsair 32GB DDR4-3200
GPU: NVIDIA GeForce RTX 4090 24GB
SSD: Sabrent 4TB Rocket 4 Plus
OS: Windows 11 Pro
CASE: Lian Li O11 Dynamic XL
PSU: ASUS ROG Strix 850W
KEYBOARD: Logitech G915 Wireless
MOUSE: Logitech G502X Wireless
MONITOR: LG C3 48-inch OLED TV 4K 120Hz
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HyperThreading/SMT is still a powerful tool for boosting CPU performance and efficiency.
One of the major surprises Intel revealed during its Lunar Lake architecture announcement was the decision to remove Hyper-Threading (SMT) from its next-generation thin and light-optimized architecture. New Zen 5/Zen5C multi-threading benchmarks from Phoronix suggest that this feature still benefits AMD CPUs, showing significant performance and efficiency gains from having two threads on a single core.
Phoronix tested AMD’s Ryzen AI 9 HX 370 in Linux with its four Zen 5 cores and eight Zen 5c cores, all featuring simultaneous multithreading (SMT) capabilities. The Linux-focused outlet tested the chip with SMT and turned on and off in various tests in Ubuntu 24.04 to see the advantages (or disadvantages) of AMD’s SMT.
All 57 benchmarks showed a performance advantage with SMT enabled.
Power consumption was also virtually unaffected when SMT was enabled. Phoronix recorded an average power consumption of 19.27 watts with SMT disabled on the Ryzen AI 9 chip and 19.63 watts with SMT enabled, translating into a measly 2% power impact with SMT enabled. Thermals were also unaffected, with the chip operating at identical temperatures with SMT enabled and disabled.
The Phoronix benchmarks demonstrate that Zen 5 and Zen 5c benefit massively from multi-threading technology. In the case of the Ryzen AI 9 HX 370, AMD is only giving up 2% of its power to extract a very impressive 18% more performance from the chip, significantly improving efficiency.
Ironically, Intel removed Hyper-Threading in Lunar Lake to improve performance efficiency. Its next-gen Lion Cove P-cores for Lunar Lake lack Hyper-Threading, so it relies on its substantially faster next-gen E-cores to pick up the slack. Intel says that removing Hyper-Threading allowed its designers to squeeze a 30% improvement in performance per power per area out of the Lion Cove P-cores.
Nevertheless, Phoronix’s testing confirms that Hyper-Threading/SMT is still highly advantageous, even from a power efficiency perspective. There is an argument to be made that AMD’s architecture probably benefits more from multi-threading than Intel’s competing architectures do.
Osakkeet syöksyvät nyt maailmalla niin että rytisee.
Etenkin Tokiossa viikko on alkanut synkissä merkeissä, kun Japanin Nikkei-yleisindeksissä osakkeiden arvo putosi peräti 13 prosenttia maanantaina.
Nikkein pudotus on pahin sitten vuoden 1987, jolloin niin sanotun mustan maanantain aikana kurssi romahti 14,9 prosenttia, kertoo Yle.
Lisäksi Aasian ja Tyynenmeren alueen markkinoita kuvaava MSCI Asia Pacific -indeksi on 4,3 prosentin laskussa. Yhdysvaltojen suurimpien yhtiöiden S&P-indeksi on tullut torstaista alas lähes 3,5 prosenttia, ja maailmanlaajuisen teknologiayhtiön Nasdaqin futuurit ovat kyykänneet 3,7 prosenttia.
Helsingin pörssin yleisindeksi laski perjantaina 2,5 prosenttia. Lippo Suominen kertoo Kauppalehdelle, että myös maanantaista on odotettavissa ruma.
Niin meillä kuin maailmallakin tilanne jatkunee epävarmana jonkin aikaa.
Intel has addressed the oxidation issues on its 14th Gen & 13th Gen CPUs, stating that the problem was identified two years ago but there’s still doubt.
Intel has addressed the oxidation issues on its 14th Gen & 13th Gen CPUs, stating that the problem was identified two years ago but there’s still doubt.
Intel’s Newest Statement Implies That They Still Have No Idea On Whether CPU Oxidation Issue Is The Root Cause But They Did Disclose It Was Found Back In 2022
Well, Team Blue is in a total mess right now, and there’s no denying that the company’s approach to addressing the problem has made the whole situation worse. Initially, the firm had no idea what was causing the instability issue in its mainstream consumer CPUs, which eventually led to Intel categorizing it as a problem with the microcode algorithm, which was causing elevated voltages in the processor.
However, the actual issue is much deeper, with industry sources associating it with an “oxidation problem,” which we discussed previously, and fortunate enough, Intel has released a statement to provide clarity on this claim. Here is what they had to say:
The Via Oxidation issue currently reported in the press is a minor one that was addressed with manufacturing improvements and screens in early 2023.
The issue was identified in late 2022, and with the manufacturing improvements and additional screens implemented Intel was able to confirm full removal of impacted processors in our supply chain by early 2024. However, on-shelf inventory may have persisted into early 2024 as a result.
Minor manufacturing issues are an inescapable fact with all silicon products. Intel continuously works with customers to troubleshoot and remediate product failure reports and provides public communications on product issues when the customer risk exceeds Intel quality control thresholds.
- Lex H, Intel Community Manager via Reddit
So, either this means that Intel decided to neglect the problem in general, or their implemented fix didn’t work out, which is why a huge portion of 14th Gen & 13th Gen CPUs are facing instability problems. Their statement, in short, means that “an oxidation issue exists, but we don’t know whether that’s the root cause.”
Puget claims AMD Ryzen 5000 and 7000 chips have a higher failure rate than Intel 13th- and 14th-gen processors, so far.
High-end PC builder Puget Systems released records showing that its current failure rate of 13th- and 14th-generation Intel processors is a little over 2%, while systems it has shipped with AMD Ryzen 5000 and 7000 chips have a little over 4% failure rate. However, numerous caveats apply, which we’ll cover below. This isn’t the data we expected, especially with Intel’s instability woes currently making the headlines. The data stands in stark contrast to other reports from game developers that have cited from 50% to 100% failure rates for Intel chips in their environments. Surprisingly, Puget’s data also points to much higher failure rates for Intel’s 11th-Gen chips.
Puget says it hasn’t trusted the default settings on motherboards since 2017, so every system it builds uses Puget’s own BIOS settings that were built following conservative Intel and AMD guidelines, thus avoiding the excessive voltage and power settings often seen on enthusiast-class motherboards. The company says that this is probably why the failures of its Intel 13th- and 14th-generation are more muted than others in the industry.
As with all failure rate data that doesn’t come directly from the chipmaker, Puget’s data should be taken with a grain of salt. Unfortunately, chipmakers don’t divulge that information
Friday’s share-price rout in Japan continued with a vengeance on Monday and set the tone for markets globally, with U.S. indexes trading overnight and cryptocurrencies moving down in line with the 225-issue Nikkei average.
The yen staged an energetic rally, maintaining a trend ongoing for weeks, and is now trading at levels not seen since early 2024. Yields collapsed in Japan, with the benchmark 10-year government bond dropping like a rock and now well below 1%.
At the close Monday, the benchmark index was down 4,451.28 points, or 12.40%, to 31,458.42.
According to Nikkei data, it is the largest point fall ever, eclipsing the decline on Oct. 20,1987, the day after Black Monday in New York. It is the second largest decline in percentage terms.
For some, it’s becoming increasingly obvious that what’s happening is linked to the ending of the carry trade, in which investors borrow in cheap yen to invest in higher yielding currencies.
“Over recent months, this strategy has hit a brick wall,”
Japanese stocks are now in a bear market, which is generally described as a 20% drop from the peak.
Drops were across the board and in almost every sector.
“Though domestic fundamentals haven’t changed a lot since a few weeks ago, Japan’s equity market is unlikely to reverse soon, at least until the U.S. market calms,” Yamaguchi said.
In overnight trading on Monday in Tokyo, the Nasdaq 100 was down almost 5%, while the S&P 500 was down about 2.5%. Bitcoin was down about 10%.
Facepalm: Companies love to shoehorn the term AI into their product descriptions, even if doing so seems weird or, at times, just stupid. They believe the inclusion of the initialism will appeal to consumers who want the latest cutting-edge tech. The reality, though, is that many people are put off when a product reveals its AI smarts.
A study by Washington State University, published in the Journal of Hospitality Marketing & Management, surveyed 1,000 adults to evaluate the link between AI disclosure and consumer behavior.
It was found that one group of participants was much less likely to buy a smart television when it included “AI” in its description. Another group that saw the same description just without the AI part was much more likely to buy the TV.
The negative impact of using the term artificial intelligence was more pronounced in “high-risk” purchases such as expensive TVs, medical devices, or financial services.
Low-risk products such as vacuum cleaners and service delivery robots that mentioned AI weren’t perceived quite as badly, but people still preferred their non-AI alternatives.
“When AI is mentioned, it tends to lower emotional trust, which in turn decreases purchase intentions,”
Cicek summarized that marketers should be careful how they present artificial intelligence in their product descriptions, and that emphasizing the term might not be the best approach.
Earlier this month, a poll asked if PC fans would be willing to pay extra money for hardware with AI capabilities and features. Over 22,000 people, a massive 84% of the overall vote, said no, they would not pay more. More than 2,200 participants said they didn’t know, while just under 2,000 voters said yes.
Placing AI as the highlight of a product has become commonplace these days – you just have to look at AMD’s Strix Point mobile chips, which carry the Ryzen AI 300 branding. There are also AI PCs, apps, sales, services, and pretty much everything else you can think of.
Palvelinkeskusmarkkinat tulevat ennusteiden mukaan kasvamaan huikeaa 50 prosentin vauhtia vuosina 2024–2029. Nykyisestä markkina kasvaa tällä ajalla yli 208 miljardia dollaria suuremmaksi. Nämä ennusteet vastaavat korkean suorituskyvyn laskennan (HPC) yritysten ja pilviverkkopäivitysten lisääntynyttä kysyntää yritysten pyrkiessä parantamaan palvelinominaisuuksiaan ja parantamaan tietojen tallennusta ja käsittelyä.
Stocklytics.comin mukaan palvelinkeskusten liikevaihto ylittää 500 miljardia dollaria vuoteen 2027 mennessä.
Suosittu piirilevytyökalu jättikaupassa Renesasin omistukseen
Julkaistu: 01.08.2024
Devices Software Business
Japanilainen mikro-ohjainmarkkinoiden kärkinimi Renesas ilmoittaa saaneensa päätökseen kaupan, jossa se ostaa alun perin australialaisen Altiumin. Kauppahinnaksi tuli reilut 9 miljardia Australian dollaria eli lähes viisi miljardia euroa.
Älypuhelinmarkkinat kääntyivät viime syksynä kasvuun pitkän taantuman jälkeen. Omdian mukaan kasvu jatkui tämän vuoden toisella neljänneksellä, kun laitteita myytiin 290,3 miljoonaa kappaletta. Samalla myös edullisemmissa malleissa alkaa siirtyminen 5G-aikakauteen.
Tähän viimeksi mainittuun kehitykseen on syynä Qualcomm. Se esitteli juuri ensimmäisen edullisempia mallien Snapdragon-prosessorin, joka tukee 5G-yhteyksiä. Snapdragon 4s Gen 2 -piirisarja mahdollistaa edulliseen pään puhelimissa gigabitin verkkoyhteydet, mikä on seitsemän kertaa aiempia LTE-modeemien teoreettisia maksimeja enemmän.
Omdian toisen neljänneksen lukujen mukaan älypuhelimia myytiin 9,3 prosenttia enemmän kuin vuotta aikaisemmin.
Euroopan jakelukappaa seuraava DMASS-järjestö kertoo, että jakelijoiden liikevaihto pieneni vuoden toisella neljänneksellä. Jakelijoiden kautta komponentteja myytiin huhti-kesäkuussa 4,09 miljardilla eurolla.
DMASS:n mukaan jakelijoiden myynti oli toisella neljänneksellä 26,9 prosenttia pienempi kuin vuotta aikaisemmin. Puolijohteiden myynnin arvo laski 33,1 prosenttia 2,62 miljardiin euroon. Liittimien sekä passiivi- ja sähkömekaanisten komponenttien myynti pieneni 12,9 prosenttia 1,48 miljardiin euroon.
Nvidia esitteli maaliskuussa tekoälysuorittimen, jota se hehkutti AI-superprosessoriksi. Nyt raportit USA:sta kertovat, että Blackwell-piirien saaminen tuotantoon myöhästyy ainakin muutamalla kuukaudella.
Apple’s stock fell by over 4%, largely influenced by Berkshire Hathaway’s announcement that it has almost halved its stake in the company from 5.6% to approximately 2.8%, alongside escalating fears of a recession in the United States.
The “Magnificent Seven” technology companies in the United States (Apple, Nvidia, Amazon, Alphabet, Meta Platforms, Microsoft, and Tesla) today collectively lost nearly $900 billion in market value due primarily due to concern about their volatility. Nvidia experienced a sharp decline of over 8% following reports of delays for its next-generation AI chips. Amazon and Microsoft also saw their shares tumble by 8.3% and 5%, respectively, amid growing concerns about the reliability and profitability of their cloud computing services.
However, some analysts still see cause for optimism about Apple’s position in the market. In its most recent earnings report, Apple detailed a steep increase in services revenue at $24.2 billion, up from $21.2 billion a year ago. The introduction of Apple Intelligence later this year is also expected to support growth.
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740 Comments
Tomi Engdahl says:
https://www.tweaktown.com/news/99584/intel-cpu-issues-hits-mainstream-65w-non-chips-damage-is-irreversible-no-recall-planned/index.html
Tomi Engdahl says:
https://www.joe.co.uk/news/champagne-sales-decline-due-to-lack-of-joy-in-the-world-450388
Tomi Engdahl says:
https://www.tomshardware.com/pc-components/cpus/intel-cpu-instability-crashing-bug-includes-65w-and-higher-skus-intel-says-damage-is-irreversible-no-planned-recall
Tomi Engdahl says:
https://www.extremetech.com/computing/amd-ryzen-9950x-with-unlimited-power-settings-beats-intel-core-i9-14900ks
Tomi Engdahl says:
NVIDIA’s Open-Source Linux Kernel Driver Performing At Parity To Proprietary Driver
https://www.phoronix.com/review/nvidia-555-open
Tomi Engdahl says:
Unreal Engine 5 Makes Running Games at Native 4K Resolution a Challenge on an RTX 4080
https://wccftech.com/unreal-engine-5-native-4k-challenge-rtx-4080/
Tomi Engdahl says:
AdaptiveCpp 24.06 Released As “The Fastest Heterogeneous C++ Compiler” – Beats CUDA
https://www.phoronix.com/news/AdaptiveCpp-24.06-Released
Tomi Engdahl says:
https://www.theverge.com/2024/7/29/24208615/arcteryx-skip-google-x-labs-mogo-hiking-exoskeleton
Tomi Engdahl says:
https://hackaday.com/2024/07/25/end-of-an-era-sony-cuts-production-of-writable-optical-media/
Tomi Engdahl says:
Why Are PC Builders Using “Dummy” RAM?
https://www.howtogeek.com/why-are-pc-builders-using-dummy-ram/
Key Takeaways
Dummy RAM looks like real RAM but has no memory chips, it’s only for esthetic purposes.
Empty RAM slots can be unsightly, dummy RAM can fill the gaps if you can’t get the right RAM combination.
Despite having no practical use, dummy RAM can still enhance the RGB lighting and fill in empty slots economically.
Tomi Engdahl says:
Intel has now announced its earnings for the second quarter of 2024, posting broadly negative results relative to the consensus expectations.
Intel Q2 2024 Earnings: A Horrendous Result With A Miss On Total Revenue, DCAI, Gross Margin, And EPS
https://wccftech.com/intel-q2-2024-earnings-a-horrendous-result-with-a-miss-on-total-revenue-dcai-gross-margin-and-eps/?fbclid=IwY2xjawEY249leHRuA2FlbQIxMQABHZu_w7e9G2ZHMMOJEy9fyIjgnEn1r5EDWuICSNMRqBUtUeMEqGmyBDxm5Q_aem_okPxpMj0iYp1ZCf2o0pjEA
Intel has now announced its earnings for the second quarter of 2024, posting broadly negative results relative to the consensus expectations.
Intel (NASDAQ: INTC) Earnings Release for the Second Quarter of 2024
For the three months that ended on the 30th of June, 2024, Intel reported $12.833 billion in non-GAAP revenue, missing consensus expectations of $12.94 billion.
Of course, AI is the market’s buzzword right now and Intel is trying to capture this thematic tailwind. In recent weeks, the company has introduced the Xeon 6 processors to handle data center-related tasks, the Gaudi 3 AI accelerator that is around 50 percent faster than NVIDIA’s H100 GPUs at training generative AI models, and the new Lunar Lake chips that enable PCs to perform AI-related tasks.
Even so, given the fact that Intel’s DCAI segment missed consensus revenue expectations in Q2 2024, it seems the company has yet to truly tap into the secular AI-focused tailwind.
Investors have reacted negatively to the company’s latest earnings release, with the stock currently down over 10 percent in after-hours trading. The company not only failed to meet consensus expectations for its top-line and bottom-line metrics but also failed to deliver on the key DCAI segment. Moreover, its gross margin continues to worsen on a sequential basis, given the chipmaker’s latest guidance.
Last year, Intel laid off around 5 percent of its workforce. Now, as per Bloomberg’s reporting, the chipmaker is purportedly preparing to lay off between 1,000 and 9,000 employees, corresponding to between ~1 percent and 8 percent of its total workforce of around 110,000 employees.
Meanwhile, Intel’s Foundry unit continues to benefit from the fierce tailwinds emanating out of the bipartisan consensus to re-shore chip manufacturing in the US.
Tomi Engdahl says:
Intel to layoff more than 15% of workforce — almost 20,000 employees — encountered Meteor Lake yield issues, suspends dividend
Intel to layoff more than 15% of workforce — 15,000 or more employees — encountered Meteor Lake yield issues, suspends dividend
From bad to worse.
https://www.tomshardware.com/pc-components/cpus/intel-to-layoff-more-than-15-of-workforce-almost-20000-employees-encountered-meteor-lake-yield-issues-suspends-dividend?utm_content=tomsguide&utm_medium=social&utm_source=facebook.com&utm_campaign=socialflow&fbclid=IwZXh0bgNhZW0CMTEAAR0sM9L0jh2roA-d5STVqghFoAVey5cBGgkTsXWcbgt9sou5cOQecQnU3QA_aem_ngrYT-jN0iysGL86LINMvA
Intel plans to lay off more than 15% of its workforce by the end of the year, the company announced today, meaning roughly 15,000 employees or more (potentially up to 17,475 based on recent Intel headcount numbers of 116,500) — a vast restructuring that comes amid troubling financial results this quarter. The layoffs rank among the most severe in Intel’s 56-year history.
The news came during an earnings call for the semiconductor giant, which also announced that it has encountered yield issues with its Meteor Lake processors, problems that negatively impacted the bottom line. The company lost $1.6 billion in the quarter. Intel said it will cancel some ‘underperforming’ products in a bid to save costs and plans to suspend its seemingly sacred dividend in the fourth quarter. At the time of publication, Intel’s stock had dropped 19% in after-hours trading.
CEO Pat Gelsinger outlined the changes and the rationale behind them in a blog post to Intel.com; he noted that the company aims to reduce spending by $10 billion in 2025 with the move.
Intel specifically called out looming cuts to marketing and R&D
Analyst Patrick Moorhead Tweeted that Gelsinger told him about the Meteor Lake yield issue. It’s unclear if these issues are related to the widespread crashing and instability problems Intel has encountered with its 13th- and 14th-gen desktop processors. The company had previously cited a shortage of packaging capacity for its inability to meet OEM demand for the Meteor Lake processors, but Moorhead says Gelsinger told him that yield issues fueled the need for ‘hot lots,’ or accelerated wafer runs of chips that incur excessive cost relative to normally scheduled operations.
Tomi Engdahl says:
https://www.tomshardware.com/pc-components/cpus/5-new-intel-grante-rapids-chips-discovered-with-up-to-128-cores-500w-tdp
Tomi Engdahl says:
Intel Lunar Lake “Core Ultra 200V” Officially Launches on 3rd September: Next-Gen CPU, GPU & NPU For Thin & Light Laptops
https://wccftech.com/intel-lunar-lake-core-ultra-200v-launch-3rd-september/
Tomi Engdahl says:
Intel to shed at least 15% of staff, will outsource more to TSMC, slash $10B in costs
Share price in meltdown as Pat hopes buyers, investors, board can wait for 2026 turnaround
https://www.theregister.com/2024/08/01/intel_to_ax_headcount/
Analysis Intel plans to layoff more than 16,000 staff, or at least 15 percent of its workforce, with most cuts coming by the end of the year as the x86 giant scrambles to get its finances under control.
“By implementing our spending reductions, we are taking proactive steps to improve our profits and strengthen our balance sheet,” Intel CFO David Zinsner wrote in the mega-corp’s second-quarter earnings report Thursday.
Tomi Engdahl says:
Intel will cut over 15,000 jobs in a sweeping cost-cutting effort https://engt.co/4cfyI0G
Tomi Engdahl says:
By Taras Buria – Valve has published the latest results of its monthly Software & Hardware Survey. According to the findings, Windows 11′s market share dropped a bit in July 2024, going below the 46% mark. #Steam #Microsoft #Windows11
https://www.neowin.net/news/windows-11-market-share-on-steam-drops-below-46/?fbclid=IwZXh0bgNhZW0CMTEAAR3mQJot68QQwM8xxQz58COwjBdnWkoA2xfJV80EdP–Ima057lsWNGYAQ4_aem_LsyIJIjpBIW-D1IkZHVXRw
Tomi Engdahl says:
Intel customer bemoans CPU RMA process — furious owner says Intel claims brand new Core i9-14900K chips purchased from Amazon and Microcenter are fake
https://www.tomshardware.com/pc-components/cpus/intel-customer-bemoans-cpu-rma-process?utm_campaign=socialflow&utm_source=facebook.com&utm_medium=social&utm_content=tomsguide&fbclid=IwZXh0bgNhZW0CMTEAAR3wPY2UO7oHaXWmLufEtGKa2KoDykI9uEyimK3bOEgA8dJcNgnnxD9SZQI_aem_ro6ota1L0TbgZXxG6OF4_A
Reddit user jerubedo took to the r/hardware subreddit to share a story on an Intel RMA nightmare. The individual said the company claimed that the two Core i9-14900K processors suffering from the instability issues plaguing 13th- and 14th-generation Intel chips were fraudulent. The company reportedly said in its response, “Intel reserves the rights to retain the product and/or destroy such product as appropriate.”
Before all this drama, jerubedo contacted Intel’s customer service regarding the processors, and the company agreed that they were indeed faulty. When Intel asked for photographs and documentation, the company responded to jerubedo saying that one of the chips (Serial Number 02096 from Micro Center) was re-marked. At the same time, the other was a tray processor (Serial number 03252 from Amazon) and was not covered by a retail warranty.
When the Reddit poster sent clearer photos of the Amazon chip, Intel changed its stance, saying it was indeed a boxed processor. However, the company also noted that it wasn’t confident that the chip would pass muster with its fraud validation, suggesting that jerubedo return the chip to the merchant (Amazon) that sold them the chip instead.
It’s good that both Micro Center and Amazon accepted jerubedo’s return. Intel just announced two extra years of warranty for any boxed 13th Generation Raptor Lake and 14th Generation Raptor Lake Refresh processors to assuage consumer fears that their processors will fail soon after the warranty expires.
While this would give Intel users peace of mind, if similar RMA stories emerge, many Intel loyalists could potentially switch to AMD systems. It would further compound the giant corporation’s troubles, with Intel having just announced a 15% reduction of its workforce and suspending dividends for its investors.
Tomi Engdahl says:
Intel loses $1.6 billion as data center CPU and foundry divisions struggle
News
By Anton Shilov published 22 hours ago
Gives uninspiring revenue outlook for the third quarter too.
https://www.tomshardware.com/pc-components/cpus/intel-loses-dollar16-billion-as-data-center-cpus-and-foundry-struggles?utm_medium=social&utm_source=facebook.com&utm_content=tomsguide&utm_campaign=socialflow&fbclid=IwZXh0bgNhZW0CMTEAAR3C6xZ4-5mV2RLa9odz0com0G12j2WHI5ETJ-Hi4tyQh3-dy9p90Y4Ip8Q_aem_xBwmMXfWOoN2u3Np1QNJrg
On Thursday, Intel announced its financial results for the second quarter of 2024, and they weren’t favorable to the chip giant: The company’s revenue dropped by 1% year-over-year while its losses totaled $1.6 billion. Perhaps worse is that Intel expects the second half of the year to be challenging for its business. As a result, Intel announced plans to cut its workforce by a rather whopping 15% this year.
Intel’s cuts will be severe. The company plans to slash CapEx by 20% and reduce R&D tremendously as it restructures and stops work on ‘underperforming’ products. It will embark on one of the largest layoffs in its 56-year history.
Intel’s struggles on its foundry side of operations, the group that produces its chips, and a struggling data-center division had an outsized impact on the company’s financial struggles.
Products make money, manufacturing loses it
Intel’s revenue for Q2 2024 reached $12.8 billion, a decrease of 1% year-over-year, a startling contrast to AMD’s 9% year-over-year revenue growth in Q2. The company lost $1.6 billion, however, a stark contrast to its $1.5 billion profit in the second quarter of 2023. The company’s gross margin for Q2 2024 was 35.4% (GAAP), which is down just 0.4% compared to the same quarter a year ago.
When it comes to losses and profitability, Intel’s product business units earned $8.5 billion (up 4% year-over-year), and all of them except Altera were profitable; they generated $2.9 billion in operating income led by the company’s Client Computing Group (CCG). By contrast, the company’s Intel Foundry manufacturing operations earned $4.3 billion in revenue and generated a massive $2.8 billion loss as the company ramped up production of chips on its next-generation production technologies that use expensive EUV equipment.
“Our Q2 financial performance was disappointing, even as we hit key product and process technology milestones,”
Tomi Engdahl says:
The music industry is engineering artist popularity – listeners are right to be angry
Shaad D’Souza
https://www.theguardian.com/music/article/2024/jul/29/the-music-industry-is-engineering-artist-popularity-and-listeners-are-right-to-be-angry
Numerous tactics, including payola-like deals on Spotify, are promoting artists people haven’t chosen to hear – but the industry refuses to discuss it
Tomi Engdahl says:
Linux Hits Another Desktop Market Share Record
from the year-of-the-Linux-desktop dept.
According to Statcounter, Linux use hit another all-time high in July. For July 2024, the statistics website is showing Linux at 4.45%, climbing almost a half a percentage point from June’s 4.05% high.
https://linux.slashdot.org/story/24/08/01/2029219/linux-hits-another-desktop-market-share-record
Tomi Engdahl says:
Electronics Manufacturing: The Achilles’ Heel of EU Strategic Autonomy
https://www.euractiv.com/section/digital/opinion/electronics-manufacturing-the-achilles-heel-of-eu-strategic-autonomy/
Tomi Engdahl says:
AMD Zen 5 Epyc CPU Spotted With 128 Cores and 512MB L3 Cache
This chip is giving Windows Task Manager a workout
https://www.extremetech.com/computing/amd-zen-5-epyc-cpu-spotted-with-128-cores-and-512mb-l3-cache
Tomi Engdahl says:
Intel’s stock drops 30% overnight —company sheds $39 billion in market cap
https://www.tomshardware.com/pc-components/cpus/intels-stock-drops-30-overnight-company-sheds-dollar39-billion-in-market-cap?utm_content=tomsguide&utm_source=facebook.com&utm_medium=social&utm_campaign=socialflow&fbclid=IwZXh0bgNhZW0CMTEAAR2b7yaUI8BiPAVB1iH_VLBpdCHddIqCrd44EZfekEkP-9iv8k3s8yddxu4_aem_hFe1cVMWHflvAFbaLIfG3Q
Tomi Engdahl says:
On the one side, it is competing against AMD, Nvidia, and now Qualcomm for revenue share in the consumer PC market. For now, Intel outsells all three companies easily in this market, though Nvidia’s gaming business looks to be more profitable.
On the other side, the company competes against AMD, Nvidia, and Arm chips in the data center space. Thanks to Nvidia’s highly popular AI GPUs, Nvidia outsells AMD and Intel combined by nearly 3.3 times. But TSMC is arguably the biggest fight for Intel. The Taiwanese company makes chips for all of Intel’s rivals and Intel itself.
On the roadmap side, Intel looks quite competitive both in terms of performance and, eventually, in terms of costs. Yet, the company has to prove that it can make money making chips not only for itself, but for others. To do so, it needs to persuade TSMC’s customers to use Intel’s technologies
https://www.tomshardware.com/pc-components/cpus/intels-stock-drops-30-overnight-company-sheds-dollar39-billion-in-market-cap?utm_content=tomsguide&utm_source=facebook.com&utm_medium=social&utm_campaign=socialflow&fbclid=IwZXh0bgNhZW0CMTEAAR2b7yaUI8BiPAVB1iH_VLBpdCHddIqCrd44EZfekEkP-9iv8k3s8yddxu4_aem_hFe1cVMWHflvAFbaLIfG3Q
Tomi Engdahl says:
Senators propose “Digital replication right” for likeness, extending 70 years after death
Law would hold US individuals and firms liable for ripping off a person’s digital likeness.
https://arstechnica.com/information-technology/2024/08/senates-no-fakes-act-hopes-to-make-unauthorized-digital-replicas-illegal/
Tomi Engdahl says:
Nvidia’s next-gen Blackwell chip may be facing delays due to design flaws
Customers that have spent billions on orders are surely not pleased
https://www.techspot.com/news/104106-nvidia-blackwell-chip-may-delayed-three-months-due.html?fbclid=IwZXh0bgNhZW0CMTEAAR2IaSwP9S0fSpSxJNYk-BckOEZhB02aeP8cgExQGD5UehkKheZd7Cq8ows_aem_EVqmAFj9vahx8TYxna5EHQ
Facepalm: Nvidia’s highly anticipated Blackwell series of AI chips has encountered a significant setback. Newly discovered design flaws will delay shipments by at least three months. This delay will likely cause considerable disappointment among customers who have placed billions of dollars in orders
The crux of the issue lies in the processor die connecting two Blackwell GPUs on a GB200 chip – a problem identified by manufacturer TSMC. In response, Nvidia is revising the design and will need to conduct new production tests with TSMC before mass production begins. As a stopgap measure, the company is considering producing a single GPU version of the Blackwell chip to expedite delivery.
The delay has far-reaching implications for Big Tech players who have invested heavily in Nvidia’s technology. For instance, Google has ordered over 400,000 GB200 chips in a deal exceeding $10 billion. Similarly, Meta has placed a $10 billion order, while Microsoft had plans to have 55,000 to 65,000 GB200 GPUs ready for OpenAI by the first quarter of 2025 – a timeline now in jeopardy.
Despite these reports, Nvidia’s official stance remains optimistic. A company spokesperson stated that “production is on track to ramp” later this year without directly addressing the reported delay. Meanwhile, the affected companies, including Microsoft, Google, Amazon Web Services, and Meta, have declined to comment.
The setback could allow Nvidia’s competitors to gain ground in the AI chip market. Intel and AMD have struggled to impact Nvidia’s market share since the outset of the AI boom.
For instance, AMD designed its open-source ROCm framework to compete directly with Nvidia’s CUDA, offering developers an alternative to build AI applications without being locked into Nvidia’s ecosystem. Likewise, Intel is developing AI accelerator chips, including the Gaudi line, as more affordable alternatives. According to Intel, its AI accelerators are one-third to two-thirds the price of competing brands.
As customers move past the initial disappointment of the delay, they may question Nvidia’s ability to maintain its dominant 80-percent market share in the face of production challenges and increasing competition.
Tomi Engdahl says:
Nvidia’s RTX 3060, which used to be one of the best graphics cards, is finally set to be discontinued after three years of longevity, according to a post on the Chinese tech forum Bobantang, also called Board Channels. The RTX 3060 was first released in February 2021 and has since become the #1 most popular graphics card on the Steam Hardware Survey.
https://www.tomshardware.com/pc-components/gpus/nvidia-reportedly-discontinues-steams-most-popular-gaming-gpu?utm_content=tomsguide&utm_medium=social&utm_campaign=socialflow&utm_source=facebook.com&fbclid=IwZXh0bgNhZW0CMTEAAR0K-oOlsUeEeRkDAO-wGs13z3QL4OuMIbXHCyoUIjeocDsJ7Qv8QsOt7xg_aem_rIqm7pO6eE6ielW4ASAZiQ
Tomi Engdahl says:
Zen 5′s compute dies are roughly the same size as their predecessors but pack a heck of a lot more transistors.
AMD’s Zen 5 Architectures Boast a 28% Increase in Density Over Zen 4
Zen 5′s compute dies are roughly the same size as their predecessors but pack a heck of a lot more transistors.
https://www.extremetech.com/computing/amds-zen-5-architectures-boast-a-28-increase-in-density-over-zen-4?utm_campaign=trueAnthem%3A+Trending+Content&utm_medium=trueAnthem&utm_source=facebook&fbclid=IwZXh0bgNhZW0CMTEAAR2qjIcri2AGR48Gz4vXNlPQzHvqtI88z4swmM2WV-vlPXFIxT1wZaVuYcY_aem_ouXXUB–JNw-gAEKXVRVbw
Tomi Engdahl says:
Uhh… Intel has issues… AMD delays Zen 5… now NVIDIA with Blackwell design issues
NVIDIA’s next-gen Blackwell AI GPUs delayed, rumor has it ‘design flaws’ are to blame
NVIDIA’s new Blackwell AI GPUs reportedly delayed over design flaws, affecting big customers like Meta, Google, Microsoft, and more wanting AI GPUs.
VIEW GALLERY – 2
Anthony Garreffa
@anthony256
Published Aug 3, 2024 3:59 AM CDT
1 minute & 58 seconds read time
NVIDIA’s next-gen Blackwell AI GPUs have reportedly been delayed, with The Information reporting that “design flaws” are stopping Blackwell from flooding the world of AI.
2
VIEW GALLERY – 2 IMAGES
The Information reports on information from two unidentified people that helped produce the Blackwell AI GPU and its server hardware said that NVIDIA’s new Blackwell AI GPUs could be delayed for 3 months or more, affecting major customers like Meta, Google, and Microsoft.
Popular Now: Ubisoft recommends GeForce RTX 3060 Ti rendering at 720p to play Star Wars Outlaws on PC
NVIDIA reportedly made Microsoft aware of the issue of Blackwell AI GPUs being delayed this week, at least its “most advanced” AI chip models, according to Bloomberg reporting on unidentified Microsoft staffers and “another person.” The delays mean that big shipments aren’t to occur until Q1 2025, according to The Information.
The Information reached out to NVIDIA, but of course the company wouldn’t comment on its Blackwell AI GPUs being delayed, but told The Information that “production is on track to ramp” later this year.
Read more: NVIDIA CEO says Meta has 600,000 H100 AI GPUs, Meta are ‘good customers for NVIDIA’ says Zuck
Meta, Microsoft, Google, and Amazon Web Services (AWS) declined to comment to The Information, while a TSMC spokesperson didn’t respond for a request to comment. TSMC fabs NVIDIA’s new Blackwell AI GPUs, and would be the main source of knowing if there were any delays on NVIDIA’s latest AI GPUs.
Read more: NVIDIA to make $210 billion revenue from selling its Blackwell GB200 AI servers in 2025 alone
Read more: NVIDIA’s new GB200 AI server cabinets: leaks in liquid cooling system, emergency work to fix it
Read more: NVIDIA places fresh new orders with TSMC for more Blackwell GB200, B100, B200 AI chips
Read more: NVIDIA’s next-gen GB200 AI server cabinets to ship in ‘small quantities’ in Q4 2024
NVIDIA H100 80 GB Graphic Card PCIe HBM2e Memory 350W (NVIDIA H100 80 GB)
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NEWS SOURCE:bloomberg.com
Anthony Garreffa
Anthony joined the TweakTown team in 2010 and has since reviewed 100s of graphics cards. Anthony is a long time PC enthusiast with a passion of hate for games built around consoles. FPS gaming since the pre-Quake days, where you were insulted if you used a mouse to aim, he has been addicted to gaming and hardware ever since. Working in IT retail for 10 years gave him great experience with custom-built PCs. His addiction to GPU tech is unwavering and has recently taken a keen interest in artificial intelligence (AI) hardware.
What’s in Anthony’s PC?
CPU: Intel Core i5-12600K
MOTHERBOARD: GIGABYTE Z690 AERO-G
RAM: Corsair 32GB DDR4-3200
GPU: NVIDIA GeForce RTX 4090 24GB
SSD: Sabrent 4TB Rocket 4 Plus
OS: Windows 11 Pro
CASE: Lian Li O11 Dynamic XL
PSU: ASUS ROG Strix 850W
KEYBOARD: Logitech G915 Wireless
MOUSE: Logitech G502X Wireless
MONITOR: LG C3 48-inch OLED TV 4K 120Hz
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Tomi Engdahl says:
Zen 4 SMT-focused testing suggests Intel made a mistake ditching Hyper-Threading on Lunar Lake
Zen 5 testing shows AMD’s performance and power gains with threading — Intel ditched threading with Lunar Lake
https://www.tomshardware.com/pc-components/cpus/zen-4-smt-focused-testing-suggests-intel-made-a-mistake-ditching-hyper-threading-on-lunar-lake?utm_source=facebook.com&utm_content=tomsguide&utm_medium=social&utm_campaign=socialflow&fbclid=IwZXh0bgNhZW0CMTEAAR2wYsSQPS7HYCgqyA2nftpaRRUXsOzJDJvJrTX73mJbtF-2HF9jdBE4AI4_aem_bK0VtGb_y49JgGEb4NPQOQ
HyperThreading/SMT is still a powerful tool for boosting CPU performance and efficiency.
One of the major surprises Intel revealed during its Lunar Lake architecture announcement was the decision to remove Hyper-Threading (SMT) from its next-generation thin and light-optimized architecture. New Zen 5/Zen5C multi-threading benchmarks from Phoronix suggest that this feature still benefits AMD CPUs, showing significant performance and efficiency gains from having two threads on a single core.
Phoronix tested AMD’s Ryzen AI 9 HX 370 in Linux with its four Zen 5 cores and eight Zen 5c cores, all featuring simultaneous multithreading (SMT) capabilities. The Linux-focused outlet tested the chip with SMT and turned on and off in various tests in Ubuntu 24.04 to see the advantages (or disadvantages) of AMD’s SMT.
All 57 benchmarks showed a performance advantage with SMT enabled.
Power consumption was also virtually unaffected when SMT was enabled. Phoronix recorded an average power consumption of 19.27 watts with SMT disabled on the Ryzen AI 9 chip and 19.63 watts with SMT enabled, translating into a measly 2% power impact with SMT enabled. Thermals were also unaffected, with the chip operating at identical temperatures with SMT enabled and disabled.
The Phoronix benchmarks demonstrate that Zen 5 and Zen 5c benefit massively from multi-threading technology. In the case of the Ryzen AI 9 HX 370, AMD is only giving up 2% of its power to extract a very impressive 18% more performance from the chip, significantly improving efficiency.
Ironically, Intel removed Hyper-Threading in Lunar Lake to improve performance efficiency. Its next-gen Lion Cove P-cores for Lunar Lake lack Hyper-Threading, so it relies on its substantially faster next-gen E-cores to pick up the slack. Intel says that removing Hyper-Threading allowed its designers to squeeze a 30% improvement in performance per power per area out of the Lion Cove P-cores.
Nevertheless, Phoronix’s testing confirms that Hyper-Threading/SMT is still highly advantageous, even from a power efficiency perspective. There is an argument to be made that AMD’s architecture probably benefits more from multi-threading than Intel’s competing architectures do.
Tomi Engdahl says:
https://www.tweaktown.com/news/99701/intel-shares-tank-by-over-30-after-15k-job-cuts-announced-bleeding-cpu-market-share-to-amd/index.html?fbclid=IwY2xjawEb3GJleHRuA2FlbQIxMQABHUTtYcnncA2Zo-CX0h514NmRkPMarxZXnmNbsG8LQzZNF0GgEDuZY6JsjQ_aem_9naLzf832dlrywtAciW5gw
Tomi Engdahl says:
https://www.extremetech.com/computing/intel-extends-raptor-lake-cpu-warranty-screws-up-rma?utm_campaign=trueAnthem%3A+Trending+Content&utm_medium=trueAnthem&utm_source=facebook&fbclid=IwZXh0bgNhZW0CMTEAAR0ToqSElAfgKMOQioVImBlIjHHi1htsxe4QhyEn72XGGnRnqntTXJ4tr2Q_aem_CNzxicCK06i_CGLczrI4XQ
Tomi Engdahl says:
Osakkeet syöksyvät maailmalla
Etenkin Japanissa osakkeet ovat pudonneet jopa ennätyksellisesti.
https://www.iltalehti.fi/talous/a/0a679951-16c5-4a19-9a45-73e2b92a6a86
Osakkeet syöksyvät nyt maailmalla niin että rytisee.
Etenkin Tokiossa viikko on alkanut synkissä merkeissä, kun Japanin Nikkei-yleisindeksissä osakkeiden arvo putosi peräti 13 prosenttia maanantaina.
Nikkein pudotus on pahin sitten vuoden 1987, jolloin niin sanotun mustan maanantain aikana kurssi romahti 14,9 prosenttia, kertoo Yle.
Lisäksi Aasian ja Tyynenmeren alueen markkinoita kuvaava MSCI Asia Pacific -indeksi on 4,3 prosentin laskussa. Yhdysvaltojen suurimpien yhtiöiden S&P-indeksi on tullut torstaista alas lähes 3,5 prosenttia, ja maailmanlaajuisen teknologiayhtiön Nasdaqin futuurit ovat kyykänneet 3,7 prosenttia.
Helsingin pörssin yleisindeksi laski perjantaina 2,5 prosenttia. Lippo Suominen kertoo Kauppalehdelle, että myös maanantaista on odotettavissa ruma.
Niin meillä kuin maailmallakin tilanne jatkunee epävarmana jonkin aikaa.
Tomi Engdahl says:
Intel has addressed the oxidation issues on its 14th Gen & 13th Gen CPUs, stating that the problem was identified two years ago but there’s still doubt.
Intel Identified CPU Oxidation Issue In Late-2022, Claims They Were Resolved But Supply Chain Uncertainty Still Remains
https://wccftech.com/intel-identified-cpu-oxidation-issue-in-late-2022-claims-resolved-but-supply-chain-uncertainty-remains/?fbclid=IwY2xjawEeYw9leHRuA2FlbQIxMQABHbjjt-sv2zPjsjKZ-4hgEhe47XcBlXs8pZs2DTLSAbV4COysTV4cHZo64g_aem_F-UI26Vr089i_y7L9Le58A
Intel has addressed the oxidation issues on its 14th Gen & 13th Gen CPUs, stating that the problem was identified two years ago but there’s still doubt.
Intel’s Newest Statement Implies That They Still Have No Idea On Whether CPU Oxidation Issue Is The Root Cause But They Did Disclose It Was Found Back In 2022
Well, Team Blue is in a total mess right now, and there’s no denying that the company’s approach to addressing the problem has made the whole situation worse. Initially, the firm had no idea what was causing the instability issue in its mainstream consumer CPUs, which eventually led to Intel categorizing it as a problem with the microcode algorithm, which was causing elevated voltages in the processor.
However, the actual issue is much deeper, with industry sources associating it with an “oxidation problem,” which we discussed previously, and fortunate enough, Intel has released a statement to provide clarity on this claim. Here is what they had to say:
The Via Oxidation issue currently reported in the press is a minor one that was addressed with manufacturing improvements and screens in early 2023.
The issue was identified in late 2022, and with the manufacturing improvements and additional screens implemented Intel was able to confirm full removal of impacted processors in our supply chain by early 2024. However, on-shelf inventory may have persisted into early 2024 as a result.
Minor manufacturing issues are an inescapable fact with all silicon products. Intel continuously works with customers to troubleshoot and remediate product failure reports and provides public communications on product issues when the customer risk exceeds Intel quality control thresholds.
- Lex H, Intel Community Manager via Reddit
So, either this means that Intel decided to neglect the problem in general, or their implemented fix didn’t work out, which is why a huge portion of 14th Gen & 13th Gen CPUs are facing instability problems. Their statement, in short, means that “an oxidation issue exists, but we don’t know whether that’s the root cause.”
Tomi Engdahl says:
VPNs don’t work with Snapdragon laptops – here’s why
Features
By Aleksandar Stevanović published August 2, 2024
You may want to wait before upgrading to a new laptop
https://www.techradar.com/vpn/vpns-dont-work-with-snapdragon-laptops-heres-why
Tomi Engdahl says:
Puget says its Intel CPU failure rate is lower than AMD Ryzen failures — system builder releases failure rate data, cites conservative power settings
https://www.tomshardware.com/pc-components/cpus/puget-says-its-intel-chips-failures-are-lower-than-ryzen-failures-retailer-releases-failure-rate-data-cites-conservative-power-settings
Puget claims AMD Ryzen 5000 and 7000 chips have a higher failure rate than Intel 13th- and 14th-gen processors, so far.
High-end PC builder Puget Systems released records showing that its current failure rate of 13th- and 14th-generation Intel processors is a little over 2%, while systems it has shipped with AMD Ryzen 5000 and 7000 chips have a little over 4% failure rate. However, numerous caveats apply, which we’ll cover below. This isn’t the data we expected, especially with Intel’s instability woes currently making the headlines. The data stands in stark contrast to other reports from game developers that have cited from 50% to 100% failure rates for Intel chips in their environments. Surprisingly, Puget’s data also points to much higher failure rates for Intel’s 11th-Gen chips.
Puget says it hasn’t trusted the default settings on motherboards since 2017, so every system it builds uses Puget’s own BIOS settings that were built following conservative Intel and AMD guidelines, thus avoiding the excessive voltage and power settings often seen on enthusiast-class motherboards. The company says that this is probably why the failures of its Intel 13th- and 14th-generation are more muted than others in the industry.
As with all failure rate data that doesn’t come directly from the chipmaker, Puget’s data should be taken with a grain of salt. Unfortunately, chipmakers don’t divulge that information
Tomi Engdahl says:
Nikkei plunges by 12% as it registers largest-ever point fall
https://www.japantimes.co.jp/business/2024/08/05/markets/nikkei-plunge/?utm_medium=social&utm_source=facebook&fbclid=iwzxh0bgnhzw0cmteaar06gvo1jokeqlccgcwd753jmobvhyexcjvrguhdzbehbxisqkvblwadpuq_aem_zbkku7m29fxgctoafppeoa#Echobox=1722837122
Friday’s share-price rout in Japan continued with a vengeance on Monday and set the tone for markets globally, with U.S. indexes trading overnight and cryptocurrencies moving down in line with the 225-issue Nikkei average.
The yen staged an energetic rally, maintaining a trend ongoing for weeks, and is now trading at levels not seen since early 2024. Yields collapsed in Japan, with the benchmark 10-year government bond dropping like a rock and now well below 1%.
At the close Monday, the benchmark index was down 4,451.28 points, or 12.40%, to 31,458.42.
According to Nikkei data, it is the largest point fall ever, eclipsing the decline on Oct. 20,1987, the day after Black Monday in New York. It is the second largest decline in percentage terms.
For some, it’s becoming increasingly obvious that what’s happening is linked to the ending of the carry trade, in which investors borrow in cheap yen to invest in higher yielding currencies.
“Over recent months, this strategy has hit a brick wall,”
Japanese stocks are now in a bear market, which is generally described as a 20% drop from the peak.
Drops were across the board and in almost every sector.
“Though domestic fundamentals haven’t changed a lot since a few weeks ago, Japan’s equity market is unlikely to reverse soon, at least until the U.S. market calms,” Yamaguchi said.
In overnight trading on Monday in Tokyo, the Nasdaq 100 was down almost 5%, while the S&P 500 was down about 2.5%. Bitcoin was down about 10%.
Tomi Engdahl says:
When indifference turns into active dislike
Study finds that including “AI” in product descriptions makes them less appealing to consumers
When indifference turns into active dislike
https://www.techspot.com/news/104122-study-finds-including-ai-product-descriptions-makes-them.html?fbclid=IwZXh0bgNhZW0CMTEAAR0OKH_3s7aBlIkXNupaKf-fL0mwiDZ7dlEuSMdaV6hlDTYYEyHuLUDxwUI_aem_r0-HpMRvuGg1hOGtLDQcAA
Facepalm: Companies love to shoehorn the term AI into their product descriptions, even if doing so seems weird or, at times, just stupid. They believe the inclusion of the initialism will appeal to consumers who want the latest cutting-edge tech. The reality, though, is that many people are put off when a product reveals its AI smarts.
A study by Washington State University, published in the Journal of Hospitality Marketing & Management, surveyed 1,000 adults to evaluate the link between AI disclosure and consumer behavior.
It was found that one group of participants was much less likely to buy a smart television when it included “AI” in its description. Another group that saw the same description just without the AI part was much more likely to buy the TV.
The negative impact of using the term artificial intelligence was more pronounced in “high-risk” purchases such as expensive TVs, medical devices, or financial services.
Low-risk products such as vacuum cleaners and service delivery robots that mentioned AI weren’t perceived quite as badly, but people still preferred their non-AI alternatives.
“When AI is mentioned, it tends to lower emotional trust, which in turn decreases purchase intentions,”
Cicek summarized that marketers should be careful how they present artificial intelligence in their product descriptions, and that emphasizing the term might not be the best approach.
Earlier this month, a poll asked if PC fans would be willing to pay extra money for hardware with AI capabilities and features. Over 22,000 people, a massive 84% of the overall vote, said no, they would not pay more. More than 2,200 participants said they didn’t know, while just under 2,000 voters said yes.
Placing AI as the highlight of a product has become commonplace these days – you just have to look at AMD’s Strix Point mobile chips, which carry the Ryzen AI 300 branding. There are also AI PCs, apps, sales, services, and pretty much everything else you can think of.
Tomi Engdahl says:
https://etn.fi/index.php/13-news/16424-datakeskuksista-kasvaa-500-miljardin-jaettibisnes-saehkoensaannista-tulee-ongelma
Tomi Engdahl says:
Palvelinkeskusmarkkinat tulevat ennusteiden mukaan kasvamaan huikeaa 50 prosentin vauhtia vuosina 2024–2029. Nykyisestä markkina kasvaa tällä ajalla yli 208 miljardia dollaria suuremmaksi. Nämä ennusteet vastaavat korkean suorituskyvyn laskennan (HPC) yritysten ja pilviverkkopäivitysten lisääntynyttä kysyntää yritysten pyrkiessä parantamaan palvelinominaisuuksiaan ja parantamaan tietojen tallennusta ja käsittelyä.
Stocklytics.comin mukaan palvelinkeskusten liikevaihto ylittää 500 miljardia dollaria vuoteen 2027 mennessä.
https://etn.fi/index.php/13-news/16424-datakeskuksista-kasvaa-500-miljardin-jaettibisnes-saehkoensaannista-tulee-ongelma
Tomi Engdahl says:
https://etn.fi/index.php/13-news/16427-suosittu-piirilevytyoekalu-jaettikaupassa-renesasin-omistukseen
Suosittu piirilevytyökalu jättikaupassa Renesasin omistukseen
Julkaistu: 01.08.2024
Devices Software Business
Japanilainen mikro-ohjainmarkkinoiden kärkinimi Renesas ilmoittaa saaneensa päätökseen kaupan, jossa se ostaa alun perin australialaisen Altiumin. Kauppahinnaksi tuli reilut 9 miljardia Australian dollaria eli lähes viisi miljardia euroa.
Tomi Engdahl says:
Edullisista puhelimista tulee seitsemän kertaa nopeampia nettilaitteita
https://etn.fi/index.php/13-news/16430-edullisista-puhelimista-tulee-seitsemaen-kertaa-nopeampia-nettilaitteita
Älypuhelinmarkkinat kääntyivät viime syksynä kasvuun pitkän taantuman jälkeen. Omdian mukaan kasvu jatkui tämän vuoden toisella neljänneksellä, kun laitteita myytiin 290,3 miljoonaa kappaletta. Samalla myös edullisemmissa malleissa alkaa siirtyminen 5G-aikakauteen.
Tähän viimeksi mainittuun kehitykseen on syynä Qualcomm. Se esitteli juuri ensimmäisen edullisempia mallien Snapdragon-prosessorin, joka tukee 5G-yhteyksiä. Snapdragon 4s Gen 2 -piirisarja mahdollistaa edulliseen pään puhelimissa gigabitin verkkoyhteydet, mikä on seitsemän kertaa aiempia LTE-modeemien teoreettisia maksimeja enemmän.
Omdian toisen neljänneksen lukujen mukaan älypuhelimia myytiin 9,3 prosenttia enemmän kuin vuotta aikaisemmin.
Tomi Engdahl says:
Komponenttikauppa hidastui – Eurooppa ei hyödy tekoälyhypestä
https://etn.fi/index.php/13-news/16432-komponenttikauppa-hidastui-eurooppa-ei-hyoedy-tekoaelyhypestae
Euroopan jakelukappaa seuraava DMASS-järjestö kertoo, että jakelijoiden liikevaihto pieneni vuoden toisella neljänneksellä. Jakelijoiden kautta komponentteja myytiin huhti-kesäkuussa 4,09 miljardilla eurolla.
DMASS:n mukaan jakelijoiden myynti oli toisella neljänneksellä 26,9 prosenttia pienempi kuin vuotta aikaisemmin. Puolijohteiden myynnin arvo laski 33,1 prosenttia 2,62 miljardiin euroon. Liittimien sekä passiivi- ja sähkömekaanisten komponenttien myynti pieneni 12,9 prosenttia 1,48 miljardiin euroon.
Tomi Engdahl says:
https://etn.fi/index.php/13-news/16434-nvidian-ai-superprosessori-myoehaestyy
Nvidia esitteli maaliskuussa tekoälysuorittimen, jota se hehkutti AI-superprosessoriksi. Nyt raportit USA:sta kertovat, että Blackwell-piirien saaminen tuotantoon myöhästyy ainakin muutamalla kuukaudella.
Tomi Engdahl says:
Apple Leads Tech Sector’s Massive $900 Billion Market Loss
Monday August 5, 2024 9:09 am PDT by Hartley Charlton
Apple’s stock price today dropped amid a broader roader technology sector sell-off that has wiped out nearly $900 billion in market value (via Reuters).
https://www.macrumors.com/2024/08/05/apple-leads-tech-sector-market-loss/?fbclid=IwZXh0bgNhZW0CMTEAAR3HJBFK8hSHrVSbSSfcLyFIliMwhQs462R7DPdr346gbspMVfotCzID8v4_aem_sYSEmqtRd4n7H_bvXrdlCw
Apple’s stock fell by over 4%, largely influenced by Berkshire Hathaway’s announcement that it has almost halved its stake in the company from 5.6% to approximately 2.8%, alongside escalating fears of a recession in the United States.
The “Magnificent Seven” technology companies in the United States (Apple, Nvidia, Amazon, Alphabet, Meta Platforms, Microsoft, and Tesla) today collectively lost nearly $900 billion in market value due primarily due to concern about their volatility. Nvidia experienced a sharp decline of over 8% following reports of delays for its next-generation AI chips. Amazon and Microsoft also saw their shares tumble by 8.3% and 5%, respectively, amid growing concerns about the reliability and profitability of their cloud computing services.
However, some analysts still see cause for optimism about Apple’s position in the market. In its most recent earnings report, Apple detailed a steep increase in services revenue at $24.2 billion, up from $21.2 billion a year ago. The introduction of Apple Intelligence later this year is also expected to support growth.
Tomi Engdahl says:
Intel to extend warranty for OEM & Tray 13/14th Gen Core Raptor Lake CPUs
https://videocardz.com/newz/intel-to-extend-warranty-for-oem-tray-13-14th-gen-core-raptor-lake-cpus?fbclid=IwZXh0bgNhZW0CMTEAAR264oL4LtZWgzrVeqMP_mBrx4pN9jVbJBvgU_MKFNtOx6O_H7MqzqSpiWs_aem_BqtyctlRvmaRiePCN3eblQ
Tomi Engdahl says:
https://community.intel.com/t5/Processors/Additional-Warranty-Updates-on-Intel-Core-13th-14th-Gen-Desktop/m-p/1620853#M75727
Tomi Engdahl says:
Tech leaders like Elon Musk, Jeff Bezos, Mark Zuckerberg, and Jensen Huang saw their net worth decline by billions in the stock market downturn.
https://www.businessinsider.com/how-much-billionaire-tech-ceos-founders-lost-stock-market-wipeout-2024-8?utm_medium=social&utm_campaign=business-sf&utm_source=facebook&fbclid=IwZXh0bgNhZW0CMTEAAR1MGH57nGf0sU9igJQxFyqMUX-3t9waiGsWpWR6WyG–JWNYyxE-BBqcyI_aem_biKVBe1qFGZ2GSc4YEYmPA
Tomi Engdahl says:
‘Google Is a Monopolist,’ Judge Rules in Landmark Antitrust Case
The ruling on Google’s search dominance was the first antitrust decision of the modern internet era in a case against a technology giant.
https://www.nytimes.com/2024/08/05/technology/google-antitrust-ruling.html