HW News - Google Deleting Incognito Data, Intel $7B Foundry Loss, $350+ Curved Screen AIO

[Music]

in the news this week Intel reveals an

operating loss for its Foundry service

but there's some caveats to it

additionally some more leaks of battle

mage this time a shipping manifest

following the leaks that we talked about

for the last episode a couple days ago

AMD Zen 5 apparently will be quote

unquote 40% faster than Zen 4 uh

absolutely no further elaboration on

that we'll talk about that a little bit

SSD prices appear to be going up and

then also

there's a panoramic liquid cooler that

is inspired by those large Billboards

where you have the anamorphic 3DS image

coming out of it and and you could you

put it in your

computer for like

$350 before that this video is brought

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below up first Intel revealed that its

manufacturing unit posted a$7 billion

operating loss in 2023 Which is higher

than its 5.2 billion losses compared to

the previous year Reuters reported that

the unit had a revenue of $8.9 billion

for 2023 which is down 31% from 27.4 n

billion in 2022 the publication added

that Intel's stock dropped 4.3% after

its SEC filing Intel's reporting is a

little complicated and weird though

because unlike tsmc it also has

first-party products and those products

use its first-party Fab and

Manufacturing capabilities so uh as a

result Intel is effective it's using its

own Supply it sells Wafers to itself and

depending on how they want to report

that in the books it can affect these

numbers drastically but in reality Intel

doesn't actually have to pay what a

third party outside of Intel company

would pay to Source those same Wafers

and pay for that same manufacturing it

can get it at at least cost because it

you know makes its own Wafers and then

uses them at least for most of its

products in the CPU side so there's some

semi- arbitrary sort of accounting math

and uh bookkeeping going on between the

divisions that makes its report in a

little fuzzier and less straightforward

than it would typically be regardless

though in a presentation for investors

Reuters reported that Intel CEO Pat

geler stated 2024 quote would be the

year of worst operating losses for the

company's chipm business and that it

expects to break even on an operating

basis by about 2027 geler attributed bad

decisions for its current predicament

highlighting one example where the

company decided not to use extreme

ultraviolet or euv machines which are

still uh relatively new and extremely

expensive they can end up over $150

million for example but Intel ended up

using older chip making tools rather

than the more potentially costeffective

uh euv tools if they already own them

Reuters says that Intel has since

switched over to using euv tools adding

that they quote will cover more and more

production needs as older machines are

phased out due to these issues Intel has

had to Outsource 30% of its Wafers to

external companies like tsmc reuter says

the company intends to bring that down

to 20% over time as part of this too

Intel has a an insane amount of capital

expenses right now it is building out

one of the largest factories definitely

in the US uh we've been to it it's

pretty crazy uh this is an expansion on

its Arizona site but it's also spending

in total uh as we understand it right

now about a hundred billion dollars to

build out factories or Fabs in other

words in Ohio New Mexico Oregon and then

again in Arizona so this Capital expense

is definitely contributing to some of

the drain on Intel's resources uh Fab 52

and 62 will not be done for at least

another maybe two years one to two years

so they projected a 3 to five year

construction timeline for those two new

fabrication facilities those are the

ones in Chandler Arizona and they

started 2021 September three to five

years puts it out maybe 2026 if they're

on time at the late end of that Spectrum

uh so that will continue going for a

while longer before they can actually

reclaim any money on it with making

things and we actually have a really

cool Fab tour coming up so separate from

all of this uh discussion want you all

to be aware so you can check it out when

it's ready we've been editing it

actually for the last two weeks straight

now it's been the main project for me

and Vitaly on the team as we work on

piecing it together and it's pretty

crazy we went to see the construction of

two new fabrication plants which is

relatively undocumented and then we did

a tour of the fabrication facilities got

on Experts to talk about it how it all

works basically our engineering

discussion videos uh like we've done in

the past except a Fab tour in

combination with those so pretty fun

that's coming up um we can't show a lot

of it yet but you've probably seen a

couple drone shot clips from Intel's

official b-roll and then we have all our

own b-roll we'll be showing you soon

enough in that tour okay next one a

billboard styled liquid cooler display a

new company pops up seemingly overnight

with an Eclectic collection of personnel

this showed a display mounted to the

pump block that could potentially be

used in the way that some of those

panoramic advertising Billboards are

used to create a 3D pop out effect this

clip from a billybilly Channel shows the

display and action as does another

billybilly Creator shot of the screen

from the event could go with tryx for

the pronunciation for now it's spelled

tricks but some of the billybilly

creators said try X anyway acce attch

got up on stage during this company's

announcement which is different because

normally AC attack a supplier of liquid

cooling components pumps radiators

things like that uh for AI and CLC

makers normally they stay behind the

scenes so they can focus on what they do

best which is suing their competitors

for making liquid cooling products Trix

has also hired an ex Cooler Master case

lead and uh former board partner

employees so they've kind of gone heavy

on who they're sourcing for this they as

we understand it attempted to poach some

of uh the us-based product managers and

designers or engineers as well for other

companies so it's a there's a lot of

money behind this brand out of nowhere

which makes it interesting as for the

cooler the 360 mm liquid cooler as we

understand it will be priced somewhere

in the range of $350 which means now we

can get rid of the millimeters at the

end of the number and just replace it

with the dollar sign we're finally there

we've done it we've gotten liquid

coolers to $1 per millimeter a clip from

their launch event posted at the

company's billybilly Channel shows a

14900 K running allegedly at 32 watt pl1

holding a 90° result on the 240 CLC an

86 on the 360 we obviously can't

validate these numbers at this time and

the marketing is out in full force Trix

says its products are quote a new

species and themes them around future

archaeology because this is what humans

will reflect on when they excavate

cities in thousands of years uh Trix

also as a brand that started 16 months

ago says that its inclusion of an eth

gen acch pump solution quote signals the

Brand's Ascent to the top of the tech

industry and frankly this is a level of

humility that we think should be wider

spread in the industry the brand is

sticking with what appears to be Italian

naming as a theme for its product so

it's introducing the Rota fans and the

Luca case uh we're looking forward to

the tall Grande and ventti versions of

the Luca case there enough EXL in this

industry already and the Luca will

apparently be modular and they're

attempting to go for a floating

aesthetic for it it's a very looks

oriented uh company so far so we found

these clips from billybilly uploaders

xiaan who briefly shows the case with

its side panel removed uh the LED base

is a one-off for the event as we

understand it but those angular elements

that shoot under the case are the

so-called floating aspect the floating's

maybe a bit oversold we need to see it

in person but it's definitely a

different design we don't know the price

of this case at the moment and the base

looks like it moves inward to sort of

hide under the center of the case but

we're not 100% sure another billybilly

uploader named iwan in

laa which literally means guy who loves

Hardware or loves playing around with

Hardware shows the billboard style that

inspired the design followed by more

shots of the cooler the uploader also

shows the Luca case shots from trix's

presentation as for the panoramic cooler

that's the one thing that's really

different here because it's using a 6

and 1/2 in actually massive AMOLED

L-shaped display and triac says that

this is supposed to offer an anamorphic

view so in other words you might get a

pseudo 3D pop out effect from it again

similar to those advertising Billboards

you'd see in say uh Japan as an example

is the the one I've seen on YouTube so

that's kind of what they're going for

Trix is definitely focused on looks it

appears to be part of this new wave of

quote unquote luxury computer hardware

and let us know what you think and how

you feel about it because I changes in

design and this Advent of screens at

this point the screens are everywhere

they're on basically every device maybe

most obvious downside is price because

that blasts the price way more than

you'd pay for something that is just a

liquid cooler and that's all it does uh

that doesn't mean it's bad to have all

of the showy stuff and that does breathe

some life into the space of DIY PC

building for enthusiasts however we are

curious at large what you all think and

if this is uh this is something that

excites you or not all right next one

battle mage is in the news again so last

actually couple days ago we reported on

some leaks about battle mage appearing

in soft's Sandra database and now there

appears to be some more evidence that

battle mage gpus are on the way Twitter

leaker Momom Moore us shared an image

showing battl mage microprocessors G10

and g21 in what appear to be shipping

manifests a slide leak earlier this year

uh indicated the existence of a sub 150

watt g21 GPU along with a sub 225 watt

G10 GPU which would coincide with this

latest info while Intel has confirmed to

us that battle mage is coming it has not

said anything else at this time

officially we don't know product names

prices release dates so the two most

likely venues for battl mage to make a

formal appearance will be Intel Vision

2024 which is in a few days basically

April uh 8th to 9th or compx compx it

has a keynote on June 4th so Intel will

be hosting that I think it's Pat Galer

the CEO hosting that one and we're going

to be watching regardless of whether

battle mage is there uh but those are

the two most likely avenues for further

discussion if they're ready to move

Intel has to move soon on battle mage

because last time it kind of lost a

major opportunity big opportunistic

window to strike when the GPU

availability was down and or prices were

high for its competitors it did

eventually get Alchemist out there just

a little later uh obviously look at the

drivers at launch and it made sense like

their alternative would have been

probably a complete disaster as opposed

to only mostly a disaster that they were

able to work through and get into a much

better spot now battle mage is going

through the same thing they have had

hardware for a while as much we know

from a discussion that Intel had with PC

World previously and uh now it's just

it's software refin as far as we

understand computex by the way we have a

massive show lined up looks really good

ton of cool Hardware coming out can't

talk about most of it yet uh but there's

there's a lot of really cool stuff to

talk about this year we're excited for

it especially because we're back into

ATX case reviews with that fractal XEL

that we posted and um looks like there's

going to be a lot of cool cases there as

well but uh we'll see on the Silicon

side of things now Nvidia May release

its 50 Series RTX gpus as soon as the

end of this year might be to next year

depends on which rumors and leaks you

want to pay attention to but the sooner

Nvidia releases that the more pressure

Intel is going to be under especially if

they're targeting a similar price point

and Intel right now if you go look at

the die size of the arc a750 and the

a770 it is massive compared to what you

would expect at that price point so

Intel uh is effectively wrapping its

cards in money as it ships them out the

door right now for Alchemist so it

they're have some Financial pressure at

some point despite growing this business

unit and that pressure will be worse the

later they ship because they're going to

be up against much more optimized

divisions from Nvidia and AMD that's

kind of some commentary on that but next

one according to Kepler L2 a Serial

leaker online Zen 5 will be noticeably

faster than Zen 4 I will say that this

leak is one of those where we question

whether or not it goes into a show

because the entire sum of its parts is

literally the statement quote core for

core Zen 5 is greater than 40% faster

than zen4 in Spec end quote that's it

internet is set a blaze everyone

including us now talking about it yes

for self-aware we added a little bit to

the story to try and make it more than a

10-second segment in here so if the

claim's accurate a couple things we

don't know if that's an average

uplift if it's multi-threaded

single-threaded best case scenario

whatever so there's limited information

right now for some other leaks to

agregate into this teex spot reported

that Zen 5 architecture is tipped to

arrive with amd's Granite Ridge desktop

CPUs which are expected to launch later

this year under the ryzen 9000 Banner so

that'd be a skip over the 8000 series

which is already confusingly in use for

the g-spec apus other upcoming zen5

processors include the company stricks

Point apus fire range laptop CPUs

hopefully they're not hot that would be

awkward and strix Halo apus which are

rumored to release next year techspot

also reports that Beyond performance

increases Zen 5 will quote offer

improved efficiency a rep pipeline front

end and integrated Ai and machine

learning optimizations the AI aspect is

not surprising it's in line with what

AMD did for its 8040 refresh in Mobile

so we'd expect more of that going

forward because once again uh right now

what the tech companies have discovered

is that if you add those two letters to

a thingin your sales go up like 100%

instantaneously uh Microsoft is making

big pushes by the way for AI and

including AI Hardware processing like

dedicated capabilities as it begins to

reinvent its OS around this concept uh

so expect to heure of it and to see it a

lot more as a dedicated Hardware

component on the CPUs right now they

don't do a whole lot for consumers as

that small basically npu component or

whatever they are calling it at the

different companies uh but that's a

feature that Microsoft's trying to to

start leveraging with its co-pilot or