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

Gamers Nexus
7 Apr 202425:39

Summary

TLDR本周新闻涵盖了Intel Foundry服务的运营亏损、AMD Zen 5处理器的性能提升传闻、SSD价格上涨趋势、以及一款设计独特的全景液冷散热器。此外,还提到了Google对Incognito模式数据收集的处理、美国可能恢复网络中立性政策的讨论,以及Minis Forum推出的首款搭载AMD处理器的平板电脑和Asus推出的Rog Muer电池银行。

Takeaways

  • 💸 英特尔公布其代工厂业务在2023年出现了70亿美元的营业亏损,亏损额高于前一年的52亿美元。
  • 📉 英特尔的股价在SEC文件公布后下跌了4.3%。
  • 🚧 英特尔CEO Pat Geler表示,2024年将是公司芯片业务亏损最严重的一年,并预计到2027年实现营业收支平衡。
  • 🛠️ 英特尔决定不使用极紫外(EUV)光刻机,而是继续使用较旧的芯片制造工具,这一决策导致了一些财务问题。
  • 🏢 英特尔正在建设多个大型工厂,包括亚利桑那州的扩张项目,以及在俄亥俄州、新墨西哥州、俄勒冈州的工厂,总投资约1000亿美元。
  • 💡 一家新公司推出了一款灵感来自广告牌的全景液冷散热器,价格约为350美元。
  • 🎮 有关英特尔即将推出的Battle Mage GPU的更多信息被泄露,包括在运输清单上的微处理器型号G10和G21。
  • 🚀 AMD的Zen 5处理器预计将比Zen 4快40%,但目前尚无更多细节。
  • 📈 根据Trend Force的报告,由于北美和中国的云服务提供商需求上升,NAND闪存合同价格预计将在第二季度上涨13%至18%。
  • 🔒 谷歌承诺删除在隐身模式下收集的数据,并在未来五年内默认阻止Chrome的第三方Cookie。
  • 🌐 联邦通信委员会(FCC)将在今年晚些时候就是否恢复网络中立性进行投票,这可能会对互联网服务提供商的行为产生影响。

Q & A

  • 英特尔本周公布了其代工厂业务的运营亏损,具体数字是多少?

    -英特尔本周公布的代工厂业务在2023年的运营亏损为70亿美元。

  • 与去年相比,英特尔的亏损和收入分别下降了多少?

    -与去年相比,英特尔的亏损从52亿美元增加到了70亿美元,收入从274亿美元下降到了89亿美元,分别下降了31%和69%。

  • 英特尔CEO Pat Geler预计公司芯片业务何时能够实现收支平衡?

    -英特尔CEO Pat Geler预计公司芯片业务将在2027年左右实现收支平衡。

  • 英特尔为什么决定不使用极紫外(EUV)光刻机?

    -英特尔决定不使用极紫外(EUV)光刻机是因为它们相对较新且极其昂贵,一台EUV光刻机的价格可以超过1.5亿美元。

  • 英特尔目前有多少资本支出,用于建设新的工厂?

    -英特尔目前有大约1000亿美元的资本支出,用于在美国亚利桑那州、俄亥俄州、新墨西哥州、俄勒冈州等地建设新的工厂。

  • 新的ITX机箱有哪些特点?

    -新的ITX机箱具有双腔室设计,可配置的存储和电源选项,35mm深的电缆管理通道,支持双电源,以及在机箱的顶部、背部、底部和前部有充足的散热器和风扇安装选项。

  • 据报道,AMD Zen 5处理器将比Zen 4快多少?

    -据报道,AMD Zen 5处理器将比Zen 4快40%。

  • SSD价格预计将如何变化?

    -根据TrendForce的报告,SSD价格预计将在第二季度上升13%至18%,特别是企业级SSD合同价格预计将上涨20%至25%。

  • Google承诺将如何处理其在隐身模式下收集的数据?

    -Google承诺将删除其在隐身模式下收集的数十亿数据点,并在未来5年内默认阻止Chrome的第三方Cookie。

  • 英特尔的Battle Mage GPU有哪些最新泄露信息?

    -最新泄露的信息显示,Battle Mage GPU可能会出现在运输清单上,包括G10和G21微处理器,分别对应低于150瓦和低于225瓦的GPU。

  • Minisum V3平板电脑的处理器是什么型号?

    -Minisum V3平板电脑配备了AMD的8840U处理器,这是一款28瓦的八核十六线程处理器,具有12个RDNA 3核心。

Outlines

00:00

💻 英特尔Foundry服务亏损及AMD Zen 5处理器泄露

英特尔本周公布了其Foundry服务的运营亏损,数额高达70亿美元,比去年的52亿美元有所增加。尽管如此,由于英特尔同时拥有自家产品线并使用自家的制造能力,其报告数字可能会受到内部会计处理方式的影响。另一方面,有关AMD Zen 5处理器的泄露信息表明,新产品将比Zen 4快40%,但目前尚无更多细节。此外,SSD价格似乎正在上涨,而一款受大型广告牌启发的全景液冷散热器也引起了人们的关注。

05:02

🌐 广告牌风格的液冷散热器和Minis论坛新平板

一家新公司突然现身,展示了一款类似于广告牌的液冷散热器,该散热器安装在泵头上,能够创造出3D立体效果。这款散热器的价格大约为350美元。同时,Minis论坛发布了其首款平板电脑,搭载AMD处理器,拥有14英寸的2560 x 600分辨率屏幕,支持165Hz刷新率,并且配备了多种端口和快速充电功能。

10:02

🎮 战斗法师GPU即将发布,Zen 5性能提升预测

有关战斗法师GPU的新证据再次出现在社交媒体上,这次的泄露是一份装运清单,显示了战斗法师的微处理器型号。尽管英特尔已经确认战斗法师系列正在路上,但具体的产品名称、价格和发布日期尚未公布。另外,根据Kepler L2的泄露,Zen 5架构的处理器将比Zen 4快40%,这一消息引起了业界的广泛关注。

15:03

📈 固态硬盘价格上涨,谷歌处理隐私收集问题

市场情报提供商Trend Force预测,由于北美和中国云服务提供商的需求上升,企业级SSD合同价格将在第二季度上涨13%至18%。消费者级SSD价格也将受到一定影响,预计将上涨10%至15%。此外,谷歌承诺将删除在隐私模式下收集的数据,作为2020年一起集体诉讼的解决方案。

20:04

🌐 网络中立性可能回归,Asus推出Rog Muer电池银行

美国联邦通信委员会(FCC)可能会在今年晚些时候投票决定是否恢复网络中立性原则。这一原则旨在确保互联网服务提供商平等对待所有在线内容和应用程序。与此同时,Asus推出了Rog Muer电池银行,这是一款面向游戏玩家的便携式电池,其外观设计灵感来自雷神的锤子。

25:07

🎥 视频制作和未来硬件展望

制作团队正在编辑一个关于两家新半导体工厂建设的Fab参观视频,这是一个相对不为人知的领域。同时,他们也在关注即将到来的硬件展览,预计将展示大量酷炫的硬件产品。此外,还有关于未来可能影响DIY PC市场的设计和屏幕技术的讨论。

Mindmap

Keywords

💡Intel Foundry service

Intel Foundry service 是英特尔公司提供的专业芯片制造服务。在视频中提到,该服务在2023年出现了70亿美元的运营亏损,相较于前一年的52亿美元亏损有所增加。这说明英特尔在芯片制造方面面临一定的财务压力,可能与其产品竞争力、市场策略或生产成本有关。

💡AMD Zen 5

AMD Zen 5 是指超微公司(AMD)即将推出的新一代处理器架构。视频中提到,据泄露信息显示,Zen 5 架构的处理器将比 Zen 4 快40%,这表明AMD在处理器性能上可能取得显著进步。

💡SSD价格

SSD(固态硬盘)价格是指市场上固态硬盘的售价。视频中提到,根据市场情报提供商Trend Force的报告,由于北美和中国云服务提供商的需求增加,预计第二季度NAND闪存合同价格将上涨13%到18%,企业级SSD合同价格可能上涨20%到25%,而消费者级SSD价格可能上涨10%到15%。

💡全景液态冷却器

全景液态冷却器是一种计算机散热设备,通常包括一个带有显示屏的泵体,能够展示动态图像或效果,类似于广告牌上的3D立体效果。视频中提到了一家新公司推出了这样一款产品,价格约为350美元。

💡Battle Mage GPU

Battle Mage GPU 是英特尔即将推出的一款图形处理器。视频中提到,有关Battle Mage GPU的更多信息在社交媒体上被泄露,包括其微处理器型号G10和G21出现在运输清单上,这表明英特尔的新GPU可能即将发布。

💡net neutrality

网络中立性(net neutrality)是指互联网服务提供商应当对所有网络内容和应用提供平等的访问权,不得对特定的网站或服务进行歧视或收费。视频中提到,美国联邦通信委员会(FCC)可能会在2024年初投票决定是否恢复网络中立性原则。

💡Google Incognito mode

Google Incognito模式是谷歌Chrome浏览器提供的一种隐私浏览功能,用户在使用此模式时,浏览器不会保存浏览历史、搜索记录和cookies。然而,视频中提到,Google因Incognito模式的隐私保护不充分而面临集体诉讼,并承诺将删除不当收集的数据点,改进数据收集披露,并在未来五年内默认阻止Chrome的第三方cookies。

💡minisum V3

minisum V3 是由Mini Forum推出的一款平板电脑,它搭载了AMD的8840 U处理器,并具有14英寸的高分辨率屏幕和高刷新率。这款平板电脑的设计针对游戏和高性能应用,提供了良好的便携性和处理能力。

💡Rog Muir battery bank

Rog Muir battery bank 是华硕(Asus)推出的一款外形类似雷神之锤的便携式电源银行。这款产品设计独特,针对游戏玩家市场,具有多个电源输出接口,旨在提供充足的移动电源供应。

Highlights

英特尔公布其代工厂业务出现巨额运营亏损,但具体情况有所保留。

AMD Zen 5 处理器预计将比 Zen 4 快 40%,但目前尚无更多细节。

SSD 价格似乎正在上涨,特别是企业级 SSD 受云服务提供商需求增加的影响。

一款受大型广告牌启发的全景液冷散热器亮相,价格高达 350 美元。

英特尔 CEO 预计 2024 年将是公司芯片业务运营亏损最严重的一年,并期望在 2027 年实现运营收支平衡。

英特尔决定不使用极紫外光刻机,而是继续使用较旧的芯片制造工具,这一决策被认为影响了公司的当前困境。

英特尔正在建设多个大型工厂,资本支出巨大,这对其资源造成了压力。

一家新公司推出了一款带有独特设计的全景液冷散热器,其产品定位为高端电脑硬件。

英特尔可能在即将到来的 Intel Vision 2024 或 Computex 2024 上正式发布 Battle Mage GPU。

根据 Kepler L2 的泄露,Zen 5 架构将带来性能显著提升,并包含 AI 和机器学习优化。

Trend Force 预测,由于云服务提供商的需求增加,NAND 闪存合同价格将在第二季度上涨 13% 至 18%。

谷歌承诺删除在隐身模式下收集的数据,并在未来五年内默认阻止 Chrome 的第三方 Cookie。

联邦通信委员会可能会在 2024 年初投票决定是否恢复网络中立性原则。

Minis Forum 发布了其首款搭载 AMD 处理器的平板电脑,名为 Minisum V3。

Asus 推出了一款名为 Rog Muir 的游戏风格移动电源,其外观设计灵感来自雷神之锤。

Transcripts

00:00

[Music]

00:01

in the news this week Intel reveals an

00:03

operating loss for its Foundry service

00:06

but there's some caveats to it

00:08

additionally some more leaks of battle

00:10

mage this time a shipping manifest

00:12

following the leaks that we talked about

00:13

for the last episode a couple days ago

00:15

AMD Zen 5 apparently will be quote

00:18

unquote 40% faster than Zen 4 uh

00:22

absolutely no further elaboration on

00:24

that we'll talk about that a little bit

00:26

SSD prices appear to be going up and

00:28

then also

00:30

there's a panoramic liquid cooler that

00:32

is inspired by those large Billboards

00:35

where you have the anamorphic 3DS image

00:38

coming out of it and and you could you

00:40

put it in your

00:41

computer for like

00:43

$350 before that this video is brought

00:46

to you by montech and the k95 pro case

00:48

the k95 pro is a dual chamber enclosure

00:51

with configurable options for storage

00:53

and power supplies the k95 has a deep

00:55

35mm cable channel for management

00:58

support for dual power suppies if you

01:00

want it which could be useful for a

01:01

thread rer system and ample radiator and

01:04

fan mounting options scattered around

01:05

the top back bottom side and front of

01:08

the case the front also can be mesh or

01:10

solid with the mesh running a higher

01:12

paracity for more breathability learn

01:14

more at the link in the description

01:15

below up first Intel revealed that its

01:17

manufacturing unit posted a$7 billion

01:20

operating loss in 2023 Which is higher

01:22

than its 5.2 billion losses compared to

01:25

the previous year Reuters reported that

01:27

the unit had a revenue of $8.9 billion

01:30

for 2023 which is down 31% from 27.4 n

01:34

billion in 2022 the publication added

01:37

that Intel's stock dropped 4.3% after

01:39

its SEC filing Intel's reporting is a

01:42

little complicated and weird though

01:44

because unlike tsmc it also has

01:45

first-party products and those products

01:48

use its first-party Fab and

01:49

Manufacturing capabilities so uh as a

01:52

result Intel is effective it's using its

01:55

own Supply it sells Wafers to itself and

01:59

depending on how they want to report

02:00

that in the books it can affect these

02:02

numbers drastically but in reality Intel

02:05

doesn't actually have to pay what a

02:08

third party outside of Intel company

02:10

would pay to Source those same Wafers

02:12

and pay for that same manufacturing it

02:15

can get it at at least cost because it

02:17

you know makes its own Wafers and then

02:19

uses them at least for most of its

02:21

products in the CPU side so there's some

02:24

semi- arbitrary sort of accounting math

02:26

and uh bookkeeping going on between the

02:28

divisions that makes its report in a

02:30

little fuzzier and less straightforward

02:32

than it would typically be regardless

02:34

though in a presentation for investors

02:36

Reuters reported that Intel CEO Pat

02:39

geler stated 2024 quote would be the

02:41

year of worst operating losses for the

02:44

company's chipm business and that it

02:46

expects to break even on an operating

02:48

basis by about 2027 geler attributed bad

02:51

decisions for its current predicament

02:53

highlighting one example where the

02:55

company decided not to use extreme

02:57

ultraviolet or euv machines which are

02:59

still uh relatively new and extremely

03:01

expensive they can end up over $150

03:04

million for example but Intel ended up

03:06

using older chip making tools rather

03:09

than the more potentially costeffective

03:11

uh euv tools if they already own them

03:14

Reuters says that Intel has since

03:16

switched over to using euv tools adding

03:18

that they quote will cover more and more

03:21

production needs as older machines are

03:23

phased out due to these issues Intel has

03:25

had to Outsource 30% of its Wafers to

03:27

external companies like tsmc reuter says

03:30

the company intends to bring that down

03:32

to 20% over time as part of this too

03:35

Intel has a an insane amount of capital

03:38

expenses right now it is building out

03:40

one of the largest factories definitely

03:43

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

03:45

pretty crazy uh this is an expansion on

03:48

its Arizona site but it's also spending

03:49

in total uh as we understand it right

03:52

now about a hundred billion dollars to

03:54

build out factories or Fabs in other

03:56

words in Ohio New Mexico Oregon and then

03:59

again in Arizona so this Capital expense

04:02

is definitely contributing to some of

04:03

the drain on Intel's resources uh Fab 52

04:07

and 62 will not be done for at least

04:10

another maybe two years one to two years

04:13

so they projected a 3 to five year

04:15

construction timeline for those two new

04:18

fabrication facilities those are the

04:19

ones in Chandler Arizona and they

04:22

started 2021 September three to five

04:25

years puts it out maybe 2026 if they're

04:27

on time at the late end of that Spectrum

04:29

uh so that will continue going for a

04:31

while longer before they can actually

04:32

reclaim any money on it with making

04:34

things and we actually have a really

04:36

cool Fab tour coming up so separate from

04:38

all of this uh discussion want you all

04:40

to be aware so you can check it out when

04:42

it's ready we've been editing it

04:43

actually for the last two weeks straight

04:44

now it's been the main project for me

04:46

and Vitaly on the team as we work on

04:48

piecing it together and it's pretty

04:50

crazy we went to see the construction of

04:53

two new fabrication plants which is

04:55

relatively undocumented and then we did

04:57

a tour of the fabrication facilities got

05:00

on Experts to talk about it how it all

05:01

works basically our engineering

05:03

discussion videos uh like we've done in

05:05

the past except a Fab tour in

05:08

combination with those so pretty fun

05:10

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

05:11

of it yet but you've probably seen a

05:13

couple drone shot clips from Intel's

05:15

official b-roll and then we have all our

05:17

own b-roll we'll be showing you soon

05:18

enough in that tour okay next one a

05:20

billboard styled liquid cooler display a

05:22

new company pops up seemingly overnight

05:24

with an Eclectic collection of personnel

05:27

this showed a display mounted to the

05:28

pump block that could potentially be

05:30

used in the way that some of those

05:32

panoramic advertising Billboards are

05:34

used to create a 3D pop out effect this

05:36

clip from a billybilly Channel shows the

05:39

display and action as does another

05:41

billybilly Creator shot of the screen

05:43

from the event could go with tryx for

05:45

the pronunciation for now it's spelled

05:47

tricks but some of the billybilly

05:48

creators said try X anyway acce attch

05:50

got up on stage during this company's

05:52

announcement which is different because

05:54

normally AC attack a supplier of liquid

05:56

cooling components pumps radiators

05:59

things like that uh for AI and CLC

06:02

makers normally they stay behind the

06:04

scenes so they can focus on what they do

06:06

best which is suing their competitors

06:09

for making liquid cooling products Trix

06:12

has also hired an ex Cooler Master case

06:15

lead and uh former board partner

06:17

employees so they've kind of gone heavy

06:20

on who they're sourcing for this they as

06:23

we understand it attempted to poach some

06:25

of uh the us-based product managers and

06:28

designers or engineers as well for other

06:30

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

06:33

money behind this brand out of nowhere

06:35

which makes it interesting as for the

06:37

cooler the 360 mm liquid cooler as we

06:40

understand it will be priced somewhere

06:42

in the range of $350 which means now we

06:45

can get rid of the millimeters at the

06:46

end of the number and just replace it

06:48

with the dollar sign we're finally there

06:50

we've done it we've gotten liquid

06:51

coolers to $1 per millimeter a clip from

06:54

their launch event posted at the

06:55

company's billybilly Channel shows a

06:56

14900 K running allegedly at 32 watt pl1

07:00

holding a 90° result on the 240 CLC an

07:04

86 on the 360 we obviously can't

07:06

validate these numbers at this time and

07:08

the marketing is out in full force Trix

07:11

says its products are quote a new

07:13

species and themes them around future

07:16

archaeology because this is what humans

07:18

will reflect on when they excavate

07:22

cities in thousands of years uh Trix

07:24

also as a brand that started 16 months

07:27

ago says that its inclusion of an eth

07:29

gen acch pump solution quote signals the

07:32

Brand's Ascent to the top of the tech

07:35

industry and frankly this is a level of

07:37

humility that we think should be wider

07:40

spread in the industry the brand is

07:41

sticking with what appears to be Italian

07:43

naming as a theme for its product so

07:45

it's introducing the Rota fans and the

07:47

Luca case uh we're looking forward to

07:50

the tall Grande and ventti versions of

07:52

the Luca case there enough EXL in this

07:55

industry already and the Luca will

07:56

apparently be modular and they're

07:58

attempting to go for a floating

08:00

aesthetic for it it's a very looks

08:02

oriented uh company so far so we found

08:04

these clips from billybilly uploaders

08:08

xiaan who briefly shows the case with

08:10

its side panel removed uh the LED base

08:13

is a one-off for the event as we

08:15

understand it but those angular elements

08:18

that shoot under the case are the

08:20

so-called floating aspect the floating's

08:22

maybe a bit oversold we need to see it

08:24

in person but it's definitely a

08:26

different design we don't know the price

08:28

of this case at the moment and the base

08:30

looks like it moves inward to sort of

08:32

hide under the center of the case but

08:33

we're not 100% sure another billybilly

08:35

uploader named iwan in

08:39

laa which literally means guy who loves

08:43

Hardware or loves playing around with

08:44

Hardware shows the billboard style that

08:46

inspired the design followed by more

08:48

shots of the cooler the uploader also

08:51

shows the Luca case shots from trix's

08:53

presentation as for the panoramic cooler

08:55

that's the one thing that's really

08:56

different here because it's using a 6

08:58

and 1/2 in actually massive AMOLED

09:01

L-shaped display and triac says that

09:04

this is supposed to offer an anamorphic

09:06

view so in other words you might get a

09:08

pseudo 3D pop out effect from it again

09:11

similar to those advertising Billboards

09:13

you'd see in say uh Japan as an example

09:15

is the the one I've seen on YouTube so

09:17

that's kind of what they're going for

09:19

Trix is definitely focused on looks it

09:22

appears to be part of this new wave of

09:25

quote unquote luxury computer hardware

09:28

and let us know what you think and how

09:30

you feel about it because I changes in

09:35

design and this Advent of screens at

09:39

this point the screens are everywhere

09:40

they're on basically every device maybe

09:42

most obvious downside is price because

09:45

that blasts the price way more than

09:48

you'd pay for something that is just a

09:50

liquid cooler and that's all it does uh

09:52

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

09:54

of the showy stuff and that does breathe

09:56

some life into the space of DIY PC

10:00

building for enthusiasts however we are

10:02

curious at large what you all think and

10:05

if this is uh this is something that

10:09

excites you or not all right next one

10:11

battle mage is in the news again so last

10:14

actually couple days ago we reported on

10:16

some leaks about battle mage appearing

10:18

in soft's Sandra database and now there

10:22

appears to be some more evidence that

10:23

battle mage gpus are on the way Twitter

10:25

leaker Momom Moore us shared an image

10:28

showing battl mage microprocessors G10

10:31

and g21 in what appear to be shipping

10:34

manifests a slide leak earlier this year

10:37

uh indicated the existence of a sub 150

10:39

watt g21 GPU along with a sub 225 watt

10:42

G10 GPU which would coincide with this

10:45

latest info while Intel has confirmed to

10:47

us that battle mage is coming it has not

10:49

said anything else at this time

10:51

officially we don't know product names

10:53

prices release dates so the two most

10:55

likely venues for battl mage to make a

10:58

formal appearance will be Intel Vision

11:00

2024 which is in a few days basically

11:02

April uh 8th to 9th or compx compx it

11:06

has a keynote on June 4th so Intel will

11:09

be hosting that I think it's Pat Galer

11:10

the CEO hosting that one and we're going

11:13

to be watching regardless of whether

11:14

battle mage is there uh but those are

11:16

the two most likely avenues for further

11:18

discussion if they're ready to move

11:20

Intel has to move soon on battle mage

11:22

because last time it kind of lost a

11:24

major opportunity big opportunistic

11:27

window to strike when the GPU

11:30

availability was down and or prices were

11:33

high for its competitors it did

11:35

eventually get Alchemist out there just

11:36

a little later uh obviously look at the

11:38

drivers at launch and it made sense like

11:40

their alternative would have been

11:41

probably a complete disaster as opposed

11:44

to only mostly a disaster that they were

11:45

able to work through and get into a much

11:47

better spot now battle mage is going

11:49

through the same thing they have had

11:51

hardware for a while as much we know

11:53

from a discussion that Intel had with PC

11:55

World previously and uh now it's just

11:58

it's software refin as far as we

12:00

understand computex by the way we have a

12:03

massive show lined up looks really good

12:06

ton of cool Hardware coming out can't

12:07

talk about most of it yet uh but there's

12:09

there's a lot of really cool stuff to

12:10

talk about this year we're excited for

12:11

it especially because we're back into

12:13

ATX case reviews with that fractal XEL

12:15

that we posted and um looks like there's

12:17

going to be a lot of cool cases there as

12:19

well but uh we'll see on the Silicon

12:21

side of things now Nvidia May release

12:24

its 50 Series RTX gpus as soon as the

12:27

end of this year might be to next year

12:29

depends on which rumors and leaks you

12:31

want to pay attention to but the sooner

12:34

Nvidia releases that the more pressure

12:37

Intel is going to be under especially if

12:38

they're targeting a similar price point

12:40

and Intel right now if you go look at

12:42

the die size of the arc a750 and the

12:45

a770 it is massive compared to what you

12:49

would expect at that price point so

12:51

Intel uh is effectively wrapping its

12:54

cards in money as it ships them out the

12:55

door right now for Alchemist so it

12:58

they're have some Financial pressure at

13:00

some point despite growing this business

13:02

unit and that pressure will be worse the

13:04

later they ship because they're going to

13:06

be up against much more optimized

13:08

divisions from Nvidia and AMD that's

13:10

kind of some commentary on that but next

13:12

one according to Kepler L2 a Serial

13:15

leaker online Zen 5 will be noticeably

13:17

faster than Zen 4 I will say that this

13:20

leak is one of those where we question

13:22

whether or not it goes into a show

13:24

because the entire sum of its parts is

13:27

literally the statement quote core for

13:29

core Zen 5 is greater than 40% faster

13:32

than zen4 in Spec end quote that's it

13:35

internet is set a blaze everyone

13:37

including us now talking about it yes

13:39

for self-aware we added a little bit to

13:41

the story to try and make it more than a

13:43

10-second segment in here so if the

13:46

claim's accurate a couple things we

13:48

don't know if that's an average

13:49

uplift if it's multi-threaded

13:52

single-threaded best case scenario

13:54

whatever so there's limited information

13:56

right now for some other leaks to

13:57

agregate into this teex spot reported

13:59

that Zen 5 architecture is tipped to

14:01

arrive with amd's Granite Ridge desktop

14:04

CPUs which are expected to launch later

14:06

this year under the ryzen 9000 Banner so

14:09

that'd be a skip over the 8000 series

14:11

which is already confusingly in use for

14:13

the g-spec apus other upcoming zen5

14:15

processors include the company stricks

14:17

Point apus fire range laptop CPUs

14:20

hopefully they're not hot that would be

14:22

awkward and strix Halo apus which are

14:24

rumored to release next year techspot

14:27

also reports that Beyond performance

14:29

increases Zen 5 will quote offer

14:32

improved efficiency a rep pipeline front

14:34

end and integrated Ai and machine

14:36

learning optimizations the AI aspect is

14:39

not surprising it's in line with what

14:41

AMD did for its 8040 refresh in Mobile

14:43

so we'd expect more of that going

14:45

forward because once again uh right now

14:48

what the tech companies have discovered

14:49

is that if you add those two letters to

14:51

a thingin your sales go up like 100%

14:55

instantaneously uh Microsoft is making

14:57

big pushes by the way for AI and

15:00

including AI Hardware processing like

15:03

dedicated capabilities as it begins to

15:06

reinvent its OS around this concept uh

15:09

so expect to heure of it and to see it a

15:11

lot more as a dedicated Hardware

15:13

component on the CPUs right now they

15:15

don't do a whole lot for consumers as

15:18

that small basically npu component or

15:20

whatever they are calling it at the

15:21

different companies uh but that's a

15:23

feature that Microsoft's trying to to

15:25

start leveraging with its co-pilot or

15:28

however it may name it's rip Cortana

15:31

Replacements according to Trend Force

15:33

nand flash contract prices are expected

15:35

to rise by 13 to 18% in Quarter Two the

15:38

market intelligence provider reports

15:40

that Enterprise ssds will bear the Bruns

15:42

of the biggest impact writing that quote

15:44

Enterprise SSD contract prices are

15:45

forecast to Jump by 20 to 25% in Quarter

15:50

Two uh Trend Force notes that this is

15:52

due to Rising demand of cloud service

15:55

providers across North America and China

15:57

trendforce suggest suest however that

16:00

consumer space SSD prices won't be as

16:02

heavily affected as Enterprise it still

16:05

expects a 10 to 15% increase for end

16:07

users like most of our audience and us

16:09

though now this story if you haven't

16:10

been watching Hardware news from us for

16:13

years at this point you might not have

16:14

seen this one before but uh SSD prices

16:17

and trendforce N prices it rotates

16:19

through almost seasonally where it's one

16:22

of the

16:23

most variable costs in the industry in

16:25

terms of things that affect what

16:27

consumers pay very very uh quickly after

16:30

the the cost change the manufacturers so

16:33

you see it go up and down it has the

16:35

widest price wins we're used to

16:36

reporting on and scene right now it's on

16:38

the upswing it had a down swing you know

16:40

not too long ago next one Google vows to

16:43

delete data harvested during Incognito

16:46

sessions a class action lawsuit from

16:48

2020 pointed this out uh that Google's

16:52

Chrome Incognito mode was about as

16:55

discreet as a a solid snake sneaking

16:59

around in a cardboard box as a result of

17:01

that suit The Wall Street Journal notes

17:02

that Google will destroy billions of

17:04

data points from that improper

17:05

collection and gadet elaborates that the

17:07

Silicon Valley giant will quote update

17:09

its data collection disclosures and

17:11

maintain a setting that blocks Chrome's

17:13

thirdparty cookies by default for the

17:15

next 5 years the lawsuit claimed that

17:17

Google monitored users activity while

17:19

informing them that their information

17:21

was private and ultimately that was the

17:23

problem was how Google advertised it as

17:25

being private because everybody collects

17:27

your data it's the collecting it but

17:29

also sort of using language that purely

17:32

from the actual base words what do they

17:35

mean standpoint misrepresents what the

17:37

product is doing that's where Google was

17:39

on the losing end of things now end

17:41

Gadget reports that in 2019 Google had

17:43

some interesting internal discussions

17:46

that uh and this is all old news now but

17:48

that uh may have sort of indicated where

17:53

Google's headspace was at the time of

17:55

working on all this the discussion

17:57

included Google's Chief mark marketing

17:59

officer concluding that quote private

18:01

was quote the wrong term for incognito

18:03

mode because it risked exacerbating

18:05

known misconceptions and then also wrote

18:08

uh we are limited in how strongly we can

18:10

Market Incognito because it's not truly

18:12

private thus requiring really fuzzy

18:14

hedging language that is almost more

18:16

damaging so there's your quotes for

18:18

context but the news here is that uh

18:21

again Google is going to be deleting the

18:24

data that it

18:26

collected for whatever that's worth uh

18:28

now when asked for comment Google said

18:31

this and I would have made Millions if

18:33

it hadn't been for you meddling kids

18:35

back in 2017 net neutrality was repealed

18:38

on the argument that it stifled ISP

18:40

investment and Innovation and as we all

18:42

know American internet service providers

18:44

are constantly innovating it's what they

18:46

do best so as an example of some of the

18:50

extreme Innovation that the isps have

18:52

done in the us if we have a lot of

18:54

European viewers a lot of people all

18:56

over the world if you don't live in the

18:57

US you might not be privy to just how

19:00

much we innovate here for internet so

19:02

for example our internet service

19:05

provider innovated by charging us $900

19:08

per month for 200 megabit per second

19:10

service if you want to know why it's

19:13

because we've got business in the uh the

19:17

the

19:18

zoning um anyway there's a name for the

19:20

Innovation it's called having a monopoly

19:22

I'm not bitter it looks like it may be

19:24

coming back as the Federal

19:26

Communications Commission though will be

19:28

voting later than this year to

19:29

potentially reinstate net neutrality the

19:31

FCC actually put out a video about net

19:33

neutrality promise this one isn't a cut

19:35

to

19:36

Scooby-Doo but here's the clip working

19:38

to bring back net neutrality a principle

19:41

that ensures an open and fair internet

19:43

where providers treat all online content

19:45

and applications equally and without

19:48

bias here's how we do this the FCC would

19:51

go back to a system where Broadband is

19:52

treated like the essential service it is

19:55

because we all need access to it in the

19:57

digital age this also gives the FCC the

20:00

ability to protect the internet in the

20:02

name of National Security and Public

20:04

Safety if there's an internet outage in

20:06

your area the FCC could now have the

20:08

power to work with companies to help fix

20:11

it and if Bad actors and foreign

20:13

adversaries are using our networks for

20:15

nefarious purposes we would now have

20:17

additional tools to fight them first of

20:19

all if you look closely at that clip

20:21

they did it they found the anonymous

20:23

hacker for chant we won't Venture into

20:25

some of these statements cuz they do

20:26

definitely get more into the sort of

20:27

political side of things like the

20:29

comments about how the US might quote

20:31

protect the internet so no comment from

20:32

us there we don't go to that side of

20:34

things uh as they Verge however on more

20:37

of the technical side and net neutrality

20:39

that's obviously relevant to us so the

20:41

video points out that there will be

20:42

voting in early 2024 and deadline

20:44

reports that the proposal is quote

20:47

expected to pass uh the original

20:49

discussion around Net Neutrality many

20:51

years ago now was largely spurred on by

20:53

this concept of uh maybe directly or

20:57

inadvertently in some ways creating

20:58

different Lanes of speed so the the

21:01

common nomenclature used in 2017 was

21:03

this concept of having a fast lane where

21:06

prioritized traffic gets better speeds

21:09

or higher bandwidth that was the the

21:11

Crux of the argument back then as for

21:13

this iteration of net neutrality and

21:16

what the the law might entail or what

21:18

they're trying to pass I wait for more

21:20

information we'll report on the

21:21

development talk about it after the

21:22

voting uh if there's anything to talk

21:24

about at that time but that's the news

21:26

right now all right next one Min Forum

21:28

released this is a tablet and this is

21:30

powered by AMD so minis form of course

21:31

well known for the mini PCS at this

21:33

point they had a rough start but they've

21:35

actually been doing really well lately

21:36

and they've released a new tablet it's

21:38

their first one called the minisum V3

21:41

the tablet is equipped with amd's 8840 U

21:44

processor similar to the 78 40u in this

21:46

instance series but it's got a 28 watt

21:49

part that features eight cores and 16

21:52

threads 12 rdna 3 cus and Amy's website

21:55

list 8840 as having a 3.3 GHz base clock

21:58

and 5.1 GHz Max boost clock now for its

22:01

display the minis Forum V3 comes with a

22:03

14in 2560 x600 resolution screen that

22:07

offers a 165 HZ refresh rate and

22:09

features a 100% DCI P3 color gamut on

22:12

the audio side it has four speakers

22:15

terms of ports it's got two USB 4

22:17

interfaces an SD card slot 3 and a half

22:19

mil headphone jack and then for battery

22:21

it has a 50.84 WTH solution with 65 watt

22:25

fast charging for cooling it's using a

22:27

dual fan setup with four copper heat

22:29

pipes the base model costs about 7,000

22:33

R&B rening B which converts to

22:35

approximately 967 bucks us that's just

22:38

for now anyway this skew comes with a

22:40

keyboard and it's outfitted with 32 GB

22:43

of lpddr 56400 memory 1 tab of storage

22:47

and the higher-end skew is 7200 ring B

22:50

which amounts to about $1,000 us 995 and

22:54

comes with a touch pen that supports the

22:56

MPP 2.6 protoc call kind of interesting

22:59

because tablets haven't gotten as much

23:01

discussion since this this new foray of

23:05

handheld gaming devices wouldn't be

23:07

surprised to see min's form going more

23:08

in that direction too because handheld

23:11

gaming is getting so huge right now

23:12

there's a lot of vendors that early

23:14

stages where everyone's going to try

23:15

something and most of them will not

23:18

survive past the first generation

23:19

they're going to get knocked out of the

23:20

market uh and then we'll see kind of who

23:22

survives with their devices but valves

23:24

looking pretty good Asus actually pretty

23:26

strong and and Lenovo all three have a

23:28

huge start of course incumbents like IO

23:30

GPD are still around as well and they

23:33

are competing fiercely but wouldn't be

23:34

surprised if Min Forum also goes this

23:36

direction Asus reveals the Rog Muer

23:40

battery bank I thought this was an April

23:42

Fool's joke and apparently so did

23:44

everyone else because Asus launched it

23:46

close enough to April Fool's Day that on

23:49

all their materials they had to say

23:51

explicitly not an April Fool's joke in a

23:54

Twitter post on April 2nd really not

23:56

doing themselves favors there the a Rog

23:59

page revealed an image of the Rog Muir

24:01

which looks like a massive portable

24:03

battery bank that they're uh guess

24:06

marketing to Gamers and it's shaped like

24:09

Thor's famed hammer it also has a handle

24:13

ensuring its badassness or is it

24:16

badassery while perhaps adding a

24:18

somewhat practical element to the

24:20

product assuming you're worthy enough to

24:22

lift it the image says that it's again

24:24

quote not an April Fool's joke with the

24:27

post following up to say it's real

24:30

Gamers I feel like I can relate to the

24:32

company so much more now the Tweet also

24:35

indicates that more will be revealed

24:37

soon with a call to action saying stay

24:39

tuned for more during comex 24 looking

24:41

at the image we can see four three praed

24:44

power outlets along with two USBC and

24:47

two USB uh type A connectors there's

24:50

also a display that indicates probably

24:52

how much batter is left on the MU just

24:54

like imagine Norse mythology written

24:56

today like Thor finished his battle at

25:01

Ragnarok and went across the Rainbow

25:03

Bridge to plug in his hammer so it' be

25:07

charged in the

25:08

morning maybe he uses a chi charger

25:10

maybe he like puts it now that would

25:11

probably break the charger finally the

25:13

post asks the question can you guess

25:16

what feature we're going to add to

25:17

complete your gaming experience the one

25:20

I want is anytime you pick it up it just

25:22

shouts time that's it for hardw news

25:24

this week thanks for watching as always

25:25

subscribe for we have a ton of stuff

25:26

coming up as always you can go to store

25:28

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25:30

store to help us out directly get shirts

25:32

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25:37

we'll see you all next time