HW News - Google Deleting Incognito Data, Intel $7B Foundry Loss, $350+ Curved Screen AIO
Summary
TLDRIntel's Foundry service reports an operating loss, AMD Zen 5 rumors suggest significant performance improvements over Zen 4, and SSD prices are on the rise. A new company unveils a unique liquid cooler with a display, and the hardware industry eagerly anticipates upcoming product releases from Intel and Nvidia. Meanwhile, Google addresses privacy concerns by deleting data collected during Incognito sessions, and the FCC considers reinstating net neutrality.
Takeaways
- 📉 Intel's manufacturing unit reported a $7 billion operating loss in 2023, a 31% decrease in revenue compared to 2022.
- 🔄 Intel's Foundry service has outsourced 30% of its wafers to external companies like TSMC and aims to reduce this to 20% over time.
- 🏭 Intel is investing heavily in expanding its manufacturing capabilities with new factories in the US, including Arizona, Ohio, New Mexico, and Oregon.
- 💰 The construction of new fabrication facilities is contributing to Intel's financial strain with a projected 3 to 5-year timeline for completion.
- 💡 A new company has emerged with a unique liquid cooler display, inspired by panoramic advertising billboards, priced at around $350.
- 🎮 Battle Mage GPUs are rumored to be upcoming, with potential product releases expected to be announced at Intel Vision 2024 or Computex.
- 🚀 AMD Zen 5 processors are reportedly set to be 40% faster than Zen 4, with a focus on efficiency and AI optimizations.
- 📈 NAND flash contract prices are expected to rise by 13 to 18% in Q2, with Enterprise SSDs facing the most significant impact.
- 🔒 Google is to delete data collected during Incognito sessions following a class action lawsuit, and update its data collection policies for the next 5 years.
- 🌐 The FCC is considering reinstating net neutrality rules, aiming for an open and fair internet without bias, with a vote expected in early 2024.
- 🎮 Minisforum released its first tablet, the Minisum V3, powered by AMD's 8840 U processor, targeting the handheld gaming market.
Q & A
What was Intel's reported operating loss for its Foundry service in 2023?
-Intel's manufacturing unit reported a $7 billion operating loss in 2023.
How does Intel's revenue in 2023 compare to the previous year?
-Intel's revenue in 2023 was $8.9 billion, which is down 31% from $27.4 billion in 2022.
What is the significance of the reported decision by Intel not to use extreme ultraviolet (EUV) machines?
-The decision not to use EUV machines, which are relatively new and extremely expensive, has been attributed as one of the factors contributing to Intel's current challenges. Intel has since switched to using EUV tools.
What is the expected timeline for the completion of Intel's new fabrication facilities?
-The new fabrication facilities, Fab 52 and 62, are not expected to be completed for at least another one to two years, with a projected construction timeline of three to five years from the start in September 2021.
What is the estimated price for the 360mm liquid cooler from the company that uses a display mounted to the pump block?
-The 360mm liquid cooler is expected to be priced somewhere in the range of $350.
What is the reported percentage increase in Zen 5's performance compared to Zen 4?
-Zen 5 is reportedly 40% faster than Zen 4, although no further elaboration on whether this is an average uplift or specific to certain scenarios was provided.
What is the expected impact on SSD prices according to Trend Force?
-Trend Force reports that Enterprise SSD contract prices are forecast to jump by 20 to 25% in Quarter Two, while consumer SSD prices are expected to increase by 10 to 15%.
What did Google vow to do in response to a class action lawsuit regarding its Chrome Incognito mode?
-Google vowed to delete billions of data points collected during Incognito sessions and update its data collection disclosures. It also plans to maintain a setting that blocks Chrome's third-party cookies by default for the next 5 years.
When is the Federal Communications Commission (FCC) expected to vote on potentially reinstating net neutrality?
-The FCC is expected to vote on reinstating net neutrality in early 2024.
What are the key specifications of the new minisum V3 tablet released by Min Forum?
-The minisum V3 tablet is equipped with AMD's 8840 U processor, a 14-inch 2560x1440 resolution screen with a 165Hz refresh rate, four speakers, two USB 4 interfaces, an SD card slot, a 3.5mm headphone jack, and a 50.84Wh battery with 65W fast charging. It also features a dual fan setup with four copper heat pipes for cooling.
What is the unique design feature of the Rog Muir battery bank revealed by Asus?
-The Rog Muir battery bank has a design that resembles Thor's hammer and includes a handle, giving it a distinctive and portable form factor with multiple power outlets and USB ports.
Outlines
💻 Intel's Financial Struggles and Future Plans
Intel reported a significant operating loss for its Foundry service, with a $7 billion loss in 2023, compared to a $5.2 billion loss in the previous year. Despite this, Intel CEO Pat Geler projects that 2024 will see the worst operating losses for Intel's chip business and expects to break even by 2027. Intel's decision not to use extreme ultraviolet (EUV) machines, which are expensive but potentially more cost-effective, has been highlighted as a contributing factor to their current challenges. To address these issues, Intel is investing heavily in new factories in the US, with a total expenditure of around $100 billion. However, these capital expenses are temporarily straining Intel's resources.
💡 Innovative PC Components and Battle Mage Updates
A new company has emerged with a unique liquid cooler that features a display mounted to the pump block, creating a 3D pop-out effect similar to advertising billboards. Priced at $350, this 360mm cooler is a part of a trend towards luxury computer hardware. Additionally, there are updates on the anticipated Battle Mage GPUs, with evidence from shipping manifests suggesting their imminent release. Intel has confirmed Battle Mage's arrival but has not provided further details. The potential release of Nvidia's 50 Series RTX GPUs may also impact Intel's market position.
🚀 AMD Zen 5 Processor Leaks and SSD Market Trends
Rumors suggest that AMD's Zen 5 processors will offer significant performance improvements over Zen 4, with claims of up to 40% faster speeds. However, specifics on whether this refers to single or multi-threaded performance remain unclear. Zen 5 is expected to be part of AMD's Granite Ridge desktop CPUs, launching later this year under the Ryzen 9000 series. In the SSD market, contract prices are expected to rise by 13-18% in Q2, influenced by increasing demand from cloud service providers, particularly in North America and China. Consumer SSD prices are also anticipated to increase, though not as significantly.
🌐 Google's Incognito Data Collection and Net Neutrality
Google is set to delete data collected during Incognito sessions following a class action lawsuit. The company will also update its data collection disclosures and block third-party cookies by default in Chrome for the next five years. The lawsuit claimed that Google misrepresented the privacy offered in Incognito mode. In other tech policy news, the FCC is considering reinstating net neutrality rules, aiming to ensure equal treatment of online content and applications by providers. The proposed changes are expected to pass in early 2024.
📱 Minis Forum Tablet and Asus Rog Muir Battery Bank
Minis Forum has released its first tablet, the Minisum V3, powered by AMD's 8840 U processor and featuring a 14-inch display with a 165Hz refresh rate. The tablet is geared towards gaming and productivity, with a dual fan cooling system and a base model priced at approximately $967. In another product release, Asus has unveiled the Rog Muir battery bank, a gaming-oriented portable power solution shaped like Thor's hammer. The battery bank has multiple outlets and USB ports, and more details are to be revealed at Computex 2024.
🎮 Gaming Hardware News and Updates
The gaming hardware scene continues to evolve with the introduction of new products and updates. Valve, Asus, and Lenovo are leading the handheld gaming device market, while Minis Forum may also venture into this growing sector. The Rog Muir battery bank from Asus, despite initial skepticism due to its launch close to April Fool's Day, is confirmed to be a real product aimed at gamers. As the market for gaming and tech products continues to expand, companies are innovating and diversifying their offerings to cater to the evolving needs and preferences of consumers.
Mindmap
Keywords
💡Intel Foundry service
💡Battle Mage
💡AMD Zen 5
💡SSD prices
💡Net neutrality
💡Google Incognito mode
💡Liquid cooler
💡minisum V3 tablet
💡Rog Muir battery bank
💡mini form factor
Highlights
Intel reveals an operating loss of $7 billion for its Foundry service in 2023, a 31% decrease in revenue compared to 2022.
AMD Zen 5 is rumored to be 40% faster than Zen 4, though no further details are provided.
SSD prices are expected to increase, with Enterprise SSDs forecasted to see a 20-25% price jump in Q2.
A panoramic liquid cooler inspired by billboards is announced, priced at $350.
Intel's CEO expects the company's chip business to break even by 2027, after a series of strategic missteps.
Intel has outsourced 30% of its wafers to external companies like TSMC and plans to reduce this to 20% over time.
Google vows to delete data improperly collected during Incognito sessions following a class action lawsuit.
The Federal Communications Commission plans to vote on reinstating net neutrality in early 2024.
A new company appears with a unique liquid cooler display, featuring an L-shaped OLED screen for a 3D pop-out effect.
Battle Mage GPUs are rumored to be on the way, with shipping manifests leaked on Twitter.
Nvidia may release its 50 Series RTX GPUs by the end of this year or early next year, increasing competition for Intel.
Minis Forum releases its first tablet, the Minisum V3, powered by AMD's 8840 U processor.
Asus reveals the Rog Muir, a Thor's hammer-shaped portable battery bank for gamers.
TrendForce reports NAND flash contract prices are expected to rise due to increased demand from cloud service providers.
Techspot reports Zen 5 will offer improved efficiency and integrated AI and machine learning optimizations.
The k95 pro case by Montech features a dual chamber enclosure with configurable options for storage and power supplies.
The construction of two new fabrication plants by Intel is underway, with a projected 3-5 year timeline.
The upcoming Fab tour video will provide an inside look at the construction of new fabrication facilities.
Transcripts
[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
to you by montech and the k95 pro case
the k95 pro is a dual chamber enclosure
with configurable options for storage
and power supplies the k95 has a deep
35mm cable channel for management
support for dual power suppies if you
want it which could be useful for a
thread rer system and ample radiator and
fan mounting options scattered around
the top back bottom side and front of
the case the front also can be mesh or
solid with the mesh running a higher
paracity for more breathability learn
more at the link in the description
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