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HW News - 10nm 'Death,' 9900K Availability, Vega 20, & RX 590

2018-10-28
we've got a little column a little column B this week for hardwood news it's about half intel half an D there is a lot of stuff going on right now especially with the quarterly reports coming out so that typically means lots of news items to discuss rumors as well of course Sam Suns got some EUV based seven animator chips that is an actuality at this point not even a rumor motor oil is working with iFixit for right to repair phones it's actually really interesting and good to see and then ninth gen CPUs are already difficult to find and often overpriced before that this video is brought to you by us and the limited edition foil graph logo shirt this four color foil shirt is the iconic GN graph logo with average one percent and point one percent bar colors it's printed on a soft high-quality and custom made 100% cotton shirt and is available on stored on Karen's Nexus net until stock runs out once it's gone we will not be making more of these shirts we sold out within two weeks of our previous limited-edition shirts so click on the link below to pre-order now the first ones the most recent news item which is the ninth gen as intel calls it or the 9000 series as we've been calling it the 9000 series cpu is following up on the eighth generation coffee-like product as a refresh are now very difficult to find and we've had a lot of you recently emailing us tweeting at us saying that you've got pre-orders for the 99 hundred k that haven't come in yet haven't been fulfilled by Newegg or amazon and so we're aware of that the SE p for the 99 hundred k is about four hundred eighty eight dollars but that's for 1000 units intel does their pricing by 1k you or 1k unit SKUs and so the tray pricing as it's called is 480 bucks for the 900 k but the cpu is currently selling for 580 dollars at most us retailers which is a larger markup than we typically see from the 1k unit pricing it is also subsequently out of stock which is another problem so we've received your emails we've looked into it a bit and a lot of you are receiving zhi 390 boards before even getting the cpus the motherboard manufacturers are aware of this and there's nothing that you can do of course the i7 9700 K isn't very much better here this one's at 410 - $420 it is well over expectations for pricing the 1k unit pricing on that one is about 374 bucks us of course unsurprisingly it's mostly out of stock as well and the i-5 the 9600 K is in the best shape so far something like 280 dollars with a 1k unit pricing of $262 so it's a bit closer to reality and it's also actually available at the time of writing on a new egg at least so for the 1930 K at 580 dollars we have a hard time recommending that CPU it's a great performer it did well in our testing it's good overclocker and it's an interesting product but 580 dollars is just too much for it it's it's way too much you're an h EDT price territory at that point and it's just kind of a slow migration of desktop into the HDD space so the prices are up and availability is low for everything but the i5 right now this is also Intel related we'll just group them all together there's a story out semi accurate that has given traction to a rumor that Intel abandoned its 10 nanometer process claiming it was for doomed to failure Intel quickly refuted the idea via its official Twitter accounts giving more acknowledgment to the story than Intel typically does to rumors stating the following media reports published today that Intel is ending work on the 10 nanometer process are untrue we are making good progress on 10 nanometers yields are improving consistent with the timeline we shared during our last earnings report now in the past so my accurate has correctly forecast that Intel would have issues with its 10 nanometer process what Intel stated otherwise and at that time saying that the media reports for issues with 10 nanometer were untrue and in that instance it was semi accurate who is fully accurate and Intel who would have been semi accurate but this one whether or not there's any truth to essays newest report on the estimation of death of 10 nanometer we're not sure right now semi accurate has updated their story though with Intel's statement and stated that semi accurate stands behind its initial reporting now to an Intel speaking of 10 nanometre could be overhauling its architecture for 10 nanometre as it eventually comes to fruition in theory for the long-awaited 10 nanometer intel could be preparing for their biggest microarchitecture overhaul since 2015 skylake leaked benchmarks show higher cache levels for Intel's ice lake with a restructured cache hierarchy as well ice lake is intended for the 10 nanometer + node which should bring higher clocks an IBC increase and in silicon mitigations respector in Melton this is big spectrum meltdown have impacted basically everything in the CPU world for the last couple months and the updates are now no longer going to be confined to just firmware and BIOS updates and microphone updates they're actually in silicon intel maintains that 10 nanometer yields are improving in accordance with their timeline getting Canon Lake CPUs in systems by 2019 and ice Lake is on tap for about 2020 moving on to some AMD stuff now and this starts with a couple of rumors but they are well some of them are almost certainly true at this point but rumors have been swirling for some time about a possible rx 590 from AMD and new leaks suggest that both asus and power color will have models ready at launch what's more an entry in the 3d mark database recently showed with drivers naming the RX 590 series giving some credence to the rumors and if the information is to be believed the score obtained was 5000 28 points in the 3d mark test which would put any potential rx 590 between about a gtx 770 a 1080 so maybe in 1070 TI territory somewhere around there under the current whatever version it's in beta with drivers who are that are potentially unfinished so we're not sure if these are really trustworthy numbers typically when the rumors like this come out the fact that the card exists is more reliable than the numbers that are posted via leaked cites for that card so we would probably give give more leeway for the cards existence than necessary for the score but we'll see where it lands so the RX 590 would if this number is correct be a 1070 TI competitor it would be closer to bacon 56 and performance than there are 580 of course but the cheaper memory on a supposed rx 590 if it sticks with GDD our memory could impact price in a way that vega 56 just can't compete with because it's stuck on HB m which is really expensive to do it's about 150 bucks for 8 gigabytes of HP m depending on when you check the price for HP m2 so that price drop in memory could impact the pricing positioning of the RX 590 in significant ways which would be good for AMD right now though rxpop 90 is supposedly based on polaris 30 which is a 12 nanometers refresh of players 20 and players 30 has recirculated the rumor mill enough at this point that it's almost certainly a Thane again just it's the performance numbers were unsure about so take those with a prescribed grain of salt Vega 20 has also been circling the rumor mill lately but this is one where we would advise a heavier dosage of salt where we are pretty confident that Polaris 30 and the rx 590 are both a thin we are unsure of what Vega 20s current positioning is this would be an amount of salt prescribed similar to what Linus takes when we donate money to his stream for instance so bigger 20 rumors perked up a bit recently when a mysterious device entry was found in a final fantasy 15 benchmark database and Final Fantasy 15 at least the benchmark is one of the worst we've worked with so keep that in mind as well it's really not optimized at all and it had issues with hair works calling another object : but anyway the mysterious device ID is 6 6 AF C 1 feel like I'm reading Powerball numbers right now so that's the device ID we've checked with our contacts on this one in the industry and we've learned that Vega 20 likely won't arrive until early next year at the soonest maybe nearing the end of quarter 1 something like that but this is more likely to be a different component we're just we're not sure what it is so if it is Vega 20 if that 6 6 AF entry is Vega 20 and not something else then realistically probably just discard those numbers 1 it's the final fantasy 15 benchmark which is awful - if it's Vegas money from our contacts in the industry whom we trust that's not really supposed to be a thing not supposed to come out until early next year so any current state of both the hardware and the drivers would be very early and that typically does not produce the most accurate numbers so keep that in mind we'd advise disregarding the current performance numbers assuming that's Vega 20 and not something else until later this year or early next year next up Zen to could offer a 13% IBC increase Italian publication bits and chips has indicated that they believe and these end to architecture will completely overhaul and these core design and bring about a double-digit IBC increase to the tune of 13% there's little data to actually go on here and so we'll keep this short there's nothing that suggests such an IPC increase would affect anything but the higher compute workloads and consumer chips based on Zenzi are expected in 2019 they're probably best to just wait for those numbers depend a busy week for AMD we had some Intel stories earlier but a and these got a couple more here and these are not rumors to draw that definitive line so AMD landed Oracle as its latest epic customer which is a good move for a in the server department where it is still out matched significantly by Intel right now Intel holds over 90 percent market share and server and the is slowly gaining momentum in the enterprise market AMD and oracle have announced a partnership that will see oracle deploy and the epic processors and their bare metal virtual machines available immediately in some parts of the world oracle joins microsoft and Baidu in adopting a and these epic CPUs as part of their cloud business the AMD epic based eseries will start with the e 2 with pricing at 3 cents per core hour and configurable up to 64 cores oracle and AMD will offer several instances ranging from 16 to 64 dual socket configurations and up to 512 gigabytes of ram and the earnings are down following the crypto crash and we're not financial experts are not going to dig into the financial side of this too much just gives kind of the basics but we can speak to GP demand and that is the bigger impact or here so for this one andy did post lower than expected earnings for this quarter and andy's revenue hit 1.65 billion which is a 500 million it's 500 million dollars short of the target of 1.7 billion dollars on the upside the company's gross margin is up from 37 percent last quarter to 40 percent in this quarter as for the demand aspect and the increased GP production in second quarter 2018 to meet demand and then slowed production in third quarter 2018 all this was planned as AMD predicted that there would be a crypto fall of some kind and AMD predicted accurately here so the problem though is that a they might have been wrong and just how many of its GPS were being used for mining and these showed a 6% to high single digits to 9 percent blockchain revenue but that is it's really hard to track where your cards are being used blockchain or otherwise because if a lot of people are buying from Amazon Newegg or are maybe half gaming half mining but they bought extra cards anyway that's really difficult to track it might just look like a gaming sale anyway so AMD contract sales directly to mining operations they can track sales of things like maybe the dedicated mining cards from some of the AIB partners but once it's a gaming card it's really difficult to know where it ends up and for that reason it looks like AMD has had a bit more of a fall in its revenue for the client computing or in graphics group then typically and just a note here the trouble with them the earnings that we've always had is the graphics group and the CPU group are not segmented they're not separated in any way so you look at numbers for all of them which makes it really difficult to tell what's going on when one section is doing well and the other might not be so keep that in mind but the computing and graphics segment revenue fell 100 million below the target fall of 50 millions they fell 150 million and that put AMD at a bigger drop than expected financial analysts seem mixed on this report again we are not financial reporters so not really qualified to make our own judgments on what any of this means it's a completely different sector of the market so we'll leave it for them but just to give you some examples that are kind of at odds seeking offseason opportunity in the gross margin increase while Motley Fool is skeptical of performance and we're not really sure of how either of those sites typically behave so I will leave that to you to figure out if you actually care but let's move on to sort of technology news something we can talk more about Sam Suns the EUV based seven nanometer chips look like they're finally arriving and this is also not a rumor just to be clear because there were a couple rumors at the beginning there for some of our news items so Samsung announced their new LPP process based on the 7 nanometer UV lithography and in doing so is the first manufacturer to officially support extreme ultraviolet lithography something that we talked with David Cantor about with regard to the 10 nanometer intel process you should definitely check out that video if you haven't according to Samsung wait for production will begin for the Eevee based seven LPP at the s3 fab which is in Korea to Samsung's fab and these new designs based on seven LPP will power 5g applications the power automotive data center IOT and artificial intelligence applications just to name a few the southern animator UV process brains myriad benefits assuming Samsung pulls it off Samsung promises a 40% area efficiency 20% performance increase and 50% less power consumption compared to its existing ten nanometer FinFET process this next one is really interesting personally because it's about Motorola adopting some right to repair movements in partnership with iFixit and this is a big problem in the industry we're in just in technology in general where people are in a habit of just throwing things away replacing them within a year's time when they're completely good so you talked about people getting a phone and within a year they toss it it's fine don't worry so and and that's just it's not a good habit to be in it's wasteful spending do what you want with your money of course we're not telling you not to do that but when you're talk about digging rare earth metals out of the ground and then putting them in a device and throwing it away in a year that's a problem and it's not sustainable so in supporting actual ability to repair the devices so you can keep them in operation motor all is doing some good things hopefully this will catch on a bit more but one of the biggest problems right now is that manufacturers not only make it extremely difficult to repair their devices they go as far as having US customs cease battery replacements as what happened to Lewis Rothman recently it would indicate so it's becoming draconian and the only real reason to prevent repairs of course is so you can sell more new phones because that's what makes money it's not the repair that makes them any money it's continuously cycling through a new phone every year even when you don't need to because the operating system updates have slowed it down to points which are unacceptable or the battery's dying or you need to replace the headphone jack because the connectors are messed up or something like that so yeah this is good news though motorola is the first phone maker to openly support writes repair and it's collaborating with iFixit to offer DIY kits for replacing batteries and displays we've worked with iFixit in the past we work with them with their protec toolkit that's on the wall therefore taking apart GPUs and stuff they make good tools so this is a good partnership for Motorola this is something of an unprecedented move and one which is 180 degrees from the likes of other phone makers like Apple that go out of their way to limit out of house repairs and even go through politicians to do so so as devices get smaller and more complicated to get more expensive extending the life of electronics saves you money and it saves a lot of that material for things that are more important or for making more phones for a longer period if you want to look at it that way a house with a severe a waste problem that we have right now so great on motorola and great on iFixit for working on this and making it so that people can actually prepare stuff I mean Motorola can still make money clearly by selling replacement parts so there's still a market for them last one here Ryan shroud who leaves PC perspective so this is pretty big news within the tech publication space Ryan shroud is a long-standing journalist in the PC space and technical tester so Ryan just kind of from my perspective here the originators before GN and before our newest competition would have been PC / tech report and an attack and maybe Tom's hardware as well at some point so those companies have all changed in great ways of course mr. shim P has left an attack he's been gone for some time now Tom from Tom's Hardware has been gone from Tom's Hardware since about 2007 sold it off and then Scott Watson left a couple years ago maybe 2015 for AMD and now Ryan Shrout is leaving for Intel and by the way Anand Chimpy went to Apple if your honor where he went and that we haven't really heard much from him since so those are some big players in the PC tech enthusiast space and the reporting on PC hardware space Ryan though has left for a position of strategy at Intel and this is after 19 years of running PC perspective so Shrout also ran Shrout research which is a firm dedicated to market research and he is leaving both positions at PC Pro and trot research from what we understand from his post completely so no further involvement at least not financially from what he was saying and not from any kind of management perspective might stop by every now and then say hi or something but from what we understand that's about the extent of it so he is leaving completely from those roles Intel is going to be hiring shrout as a chief performance strategist following a trend of these bigger companies hiring some of the top names in tech reporting and testing so Ryan good luck to you we've worked with Ryan a lot over the years primarily just running into each other at events and Ryan's team has done good work they've been running the ship pretty much on their own for the for at least a little while now so PC purse should be fine in its transition similar to the other sites Tom's I guess had a bit of a downturn but that was more recently after several editor-in-chief changes but PC per should be fine in the hands that it's in Allen Melvin Tana was over there he does great SSD reporting you should check out some of his reviews if you haven't and Ryan best of luck to you hopefully we see you at future events and maybe you'll finally be the person we bug about different questions like hey when are we getting parts windows embargo lifts where are the drivers no one else on your team is responding you have to help us Ryan best of luck and this will leave a bit of a gap in the PC space so now I mean it's you look at it Scott Watson is out of PC reporting the founder of an attack is out of report out of PC reporting so you've got Scott is out Ryan is out tom is out and on and shrimpie is out so now we're where you're left with me and for that I I'm very sorry but thank you for watching as always subscribe for more go to store now k-mers exponet to pick up our graph logo shirt and foil now and go to patreon.com/scishow helps out directly also I'll go ahead and link some of the hardware sales we found for the week below but SSDs are still massively dropped in price from previously so we'll link those thank you for watching I'll see you all next time
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