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HW News - DRAM Prices to Drop (Sort Of), Intel Partners Unhappy

2018-10-13
there's been a lot of hardware news in the past week and most of it has been Intel but there's been some AMD news as well there's there's a lot of industry news in general right now so we've got of course principled technologies that we've already discussed at this point but just to recap it briefly we'll be going over that again AIB partners attempting to sidestep tariffs that we talked about previously AMD looking to potentially regain 30% CB market share in fourth quarter of 2018 and then there's also just general news about DRAM prices 9900 K Z 399 and things of that sort before that this video is brought to you by EVGA SRT X 20 atti XE ultra video card we recently used this to beat our founders edition overclocking results with its additional power target headroom and cooling capabilities the X Z ultra uses a 2.7 extra thick heatsink for quiet operation under low loads but also maintains higher clocks on average over the FE model learn more at the link in the description below it's a quick update on our principle technologies news item the company emailed us notes for clarification after the interview where we got some additional answers and this was after they consulted their technical staff who worked on testing the GPU model used if you're curious was the gigabyte ARS 1080i and we have a specific model number for that linked in the article in the description below we have full article for follow up interview information from this discussion with Pt number of test benches they ended up using 16 so it was 8 duplicated PT's responds to unfair cooler arrangement was as follows only the 2700 X came with a cooler the rest required a cooler to be added and he certainly did not seem to think they're cooler was inadequate so it seemed a reasonable choice of course our argument is what we disagree with this still as an independent test outlet PT really shouldn't be taking Andy's word for much of anything especially because it doesn't matter anyway she should be equalizing all variables and the CPU cooler is one of those it's a suffocated case it's it we still think it's not good testing to use an AMD stock cooler versus a bunch of Noctua coolers on the intel products even if AMD thinks it's good enough you might not be getting full boost so we disagree with that that answer but they did at least provide on memory selection 64 gigabyte questions base and you can check the interview for those specifically but they stated we chose coarser memory due to past experience with being very reliable we chose the specific model to be able to get matching 2 to 16 gigabyte packages and the quantity necessary for this project we want to minimize disk access while providing a ram an amount that seems appropriate for high-end processors and went on a bit so this one we also disagree disk access is not really going to be happening you're talking about hundreds of megabytes max for texture files never going to be near 64 gigabytes for gaming and this was 100% a gaming a workload test so 32 gigabyte seems adequate it would allow better timings it allow higher frequencies to be easier attained more easily attained with those quote lower end processors GT a quality settings we also got an answer on this and we published all of them and the article if you want to know what quality settings they used and then PT also provided some additional comments where they addressed a number of inquiries this is their quote regarding the testing methodology that they used and the potential for bias in favor of Intel and that is the document we published on our website as well but they have a full document PDF over there that discusses memory speeds memory choice for capacity cooler choice they talked about the use of game mode on the AMD Rison 720 700 X so that was pretty important as well and for that one they said that some of the inquiries showed concern over the use of the rise and utility and the number of active cores name of the base systems and they noted that for thread Ripper systems they saw improved it performance with game mode and so applied it to all processors but they are now at doing it doing additional testing so that is for the AMD systems in creator mode at which point they'll be updating with new results so that's it for the PT update check the article link below for more information on that one next one AIB partners are attempting to sidestep tariffs so this was published on CNBC and on tax bought a couple other places but CNBC was the most interesting just because it's a pretty big mainstream outlet obviously so we don't typically see things from our space reported there and this one in particular is hot tower because video we're just really expensive and have come down we reported on the tariffs and the expected impacts to component prices we were just reporting on what manufacturers like EVGA NZXT others off record some on record but we reported on all that and everyone's expecting at ten to twenty five percent price bomb for consumers in accordance with the tariffs as well when they go into effect so amidst the new tariffs though to possibly mitigate the tariff impact a be partners are looking into relocating to Taiwan or Mexico for some of their manufacturing and NVIDIA spokesperson confirmed that some of their partners were already moving affected production outside of China quote we are working closely with our customers and partners to mitigate potential impacts related to the tariffs on AMD based products from all that we know today we do not expect the u.s. tariffs to have a material impact on our business so this this is both Nvidia and Andy looking into this and as we've said the continuation of these these tariffs will almost certainly impact the prices you pay in the US especially in Canada almost certainly as well and the rest of the world might follow just because the u.s. is the the largest consumer of this type of technology so then what we're looking at this point is this kind of recap a few things in case there's still some questions about this almost everything's made in China especially computer components all the parts that make the parts that you buy are made in China or Japan or Taiwan and so the supply chain is entirely in Asia at this point manufacturing will and will certainly stay there notwithstanding this Mexico development that that has been discussed on CNBC's posting and the problem here is as manufacturers try to sidestep these tariffs if they even think it's worth it they will end up probably moving a lot of their production to Taiwan but if it moves to Mexico you've got a supply chain and change as well that'll take some time could take years to build it tool up and get supply chain rolling for factories in countries away from Asia so that's a consideration as well which will also impact price of course because tooling up all these new factories isn't free the labor price will be different outside of China Taiwan has many facilities gigabyte has a factory there in when Lee and Lee have factories there but all three of those companies do most of their production in China and Taiwan is really those factories are not equipped for huge volumes like we would need in this space to to make up for a lack of production in China so most the production is in China so what I'm saying and it's not like it's low quality parts either I mean they're fully capable of producing both good and bad parts as you know from buying computer hardware but the the big thing here is that if there is a shift it'll take a while some of the manufacturers we've spoken with have indicated concern that the the tariff policy could flip or be reverted in the time it takes to build and tool up a new factory so that's a concern as well and many will keep an eye on it and see if anything changes but it's if the tariffs are sidestepped or not applicable to PC hardware of course I think I think most of us would appreciate not paying more for this stuff although we'll see what happens Andy could regain 30% CB market share and fourth quarter 2018 so this one is something that pops up from digit times where am the is continuing to ride momentum of their new rise and products and it's to return to competition for AMD Intel's trying to come back and doing so in ways that they wouldn't have without AMD's competition and many of the financial press websites have praised Andy's stock prices in sales as of late with some saying that AMD has achieved sales parity with Intel a report from digit time suggests that this forward momentum especially given Intel's current woes could see AMD claw back as much as 30% of the market from the incumbent Intel granted that would be a pretty big feat to achieve and a few of the market experts that were consulted have dispensed their skepticism about that prediction while it's reasonable to expect and these stock and sales to continue to rise as well as capitalize on Intel's misfortunes a 30% market share to happen by this year it's probably pushing the edge of reality although it is certainly something that can happen within the next month more Intel news here om have been a little unhappy with Intel lately so we've been talking about shortages of 40 nanometers process and how it's a massive impact 10 tells production capabilities to the point that they're moving chipset production back to older process technology and making old the new chipsets to try and relieve some of that 14 nanometer supply constraint and now OEMs have expressed some concern with their their relationship with Intel and ability to get parts Intel is widely expected to under supply the CPU market in the last quarter of this year but that shortage could extend into mid 2019 if reports from compile are to be believed compile is an OD M for companies such as Apple Dell Lenovo and more additionally many vendors have lowered their growth expectations recorder for and revised their product roadmaps as Intel hasn't given clear signs as to what they when they expect the under supply to subside moreover it's starting to appear like OMB coming somewhat disenchanted with Intel short supply high prices and disrupted product planning roadmaps have left them looking at other options and we've even confirmed some of this independently or some of our contacts at the board partners have expressed concerns with Intel's Organization for all of the new chipsets Intel's Mo's have created a unique landscape for Andy Andy has an opportunity to supplant Intel in nearly every sector at this point although it's far from doing so so we have to keep reality in mind here Intel still owns almost all of the server market for one and epic is slow to get adoption although it is getting adopted Andy has also been making inroads in the client computing sector but and these stands to pull back some of the lucrative server and OEM markets as well hewlett-packard already suggests and expects that one out of every three units they ship will contain an AMD processor and that includes Hewlett Packard enterprises suggestion to move to epic for some of their clients HP has also begun recommending thread Ripper for some of their enterprise clients due to a lack of xeon parts notebook OEMs are stuck waiting on whiskey and amber Lake and may become very interested in AMD's newest Raven Ridge ap use instead Intel shortages are expected to disrupt notebook shipments in a big way and vendors could look to Andy to recover their product roadmaps and launch windows all now it's probably good to be AMD right now and competitions returning in a pretty big way it wouldn't be a proper hardware news video without an update on DRAM pricing a recent report from DRAM exchange predicts DRAM will drop five percent in the last quarter of this year due to high bit supply but relatively low bit demand overall the DRAM market continues to weaken and both the PC and server segments are expected to see a five percent drop in prices just a quick one here on the 9th gen which it's really 8th gen cuz it's called 9000 series just still coffee like it's 49 ori or + + now though so it's it's double + but we don't know if it's double + on good just yet so the 9900 k hasn't new packaging and it's a guess or response the thread rippers superfluous packaging as well it's I don't really think the packaging is a good investment for either of these products if you like spending 20 plus dollars on a box though like well you get a cool box I guess you probably buy one on eBay though after people are done opening it but these things talked about this before where people really like the box and they say things like I'm willing to spend $10 on a box but it's more than that because now you have bigger weird or shaped boxes filling warehouses and shelves at retailers where they have valuable space that they need for other things because they're paying for that space every month so anyway there's a new package Intel's trying to do something different they try to compete with AMD it does kind of feel like the two companies are kind of mimicking each other to a point of being annoying at this point but at least they're doing something it's just I kind of wish it would be more on the product side than on the packaging side but either way it's it's clearly a response to the threader for packaging for thread over to which was also tremendously wasteful in terms of consumer dollars and space but of course something that people seem to want anyway for display purposes or something like that just not that's what they we typically care about we typically care about value and performance not marketing which a box is ultimately marketing as expected the ripple effects of Intel's 14 animator shortage are materializing at this point specifically 8th gen skews are starting to see price hikes with the i7 8700 K approaching $400 also the i5 8400 is seen prices of 205 to 225 dollars with Amazon being currently out of stock Newark's stock isn't faring much better with the i7 8700 k going for $400 and the i5 8400 being out of stock this Evan flow with prices and stock will likely continue into the holiday season at this point for those planning and Intel based build it may be wise to wait and see what happens with the 9000 series the coffee-like refresh and what kind of stock and sales materialized for either those parts or for the older ones last bit of news here there's a rumor that the Intel Z 399 chipset might accompany a coffee or a sky like Axe refresh we already know that there are X 500 boards coming out and we have some footage of those or 599 boards from the Intel event so there's that Dominus board there's a new gigabyte board we have footage of them they're massive and they're VRMs are insane and one of the boards even has two 24 pin PSU hookups and then six EPS 12 volt headers on it a mixture of four and eight pins I think they're big boards but those are certainly coming tomorrow because Intel had them at the event C 310 that 399 was also discussed recently and this could be a potential successor as well for HD T this is some some rumor item that pops up on hot hardware and PC builder's club but it's supposed to compete with the thread Ripper X series it would use LGA 20 66 or something like that sockets whereas the X 599 series is the X CC and LGA 36 47 sockets for those 28 core Zeon's that are coming out so that's it that's it for this one mostly industry news here and as always subscribe for more go to patreon.com/scishow and razaaq's helps out directly you got a store that carries excess net to pick one of our shirts mod mats or other items thank you for watching I'll see you all next time
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