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HW News - Record Intel CPU Shortages, Intel Hires More Reviewers

2019-03-20
welcome back to another hardware news recap for this week we're talking about more Intel acquisitions of technical press this time Kyle Bennett from hard OCP that was an unexpected one AMD and the Radeon rx 560 XT a new video card launched exclusively in China which we just came back from DRAM price has seen the steepest decline since 2011 some good news there and then some records shortages of Intel CPUs that are producing unexpected results for 2019 before that this video is brought to you by the mass drop and - man he4 x ax planar magnetic headphones the he4 XX headphones focus on high quality audio listening experiences with comfortable foam cushions for the ear cups comfort is also ensured with a leather covered spring steel headband allowing flexibility and durability against bends these headphones are capable of delivering big sound for audio files while being positioned competitively in price learn more at the link in the description below quick Gyan news item first we just restocked our two-tone lightweight hoodies the ones that are perfect for cooler weather and we restocked a lot of them this time because you all have a very high demand of those and we're also doing a special discount code GN chill at checkout that's G n Shi ll I suspect you all know how to spell the word shill since it's commonly posted in our comment section below and now we are using that phrasing against you so here's GN shill at checkout you'll get 10% off of the lightweight hoodies and they have the anniversary teardown design on the back they've got a GN logo on the front and they're pretty cool blue and grey two-tone color design so check those out on store doc gamers nexus net alright so first real news item Kyle Bennett leaving hard OCP for Intel this was very unexpected Kyle very much has always seemed like a ride till you die type and I think watching this he will agree with that but some situations do require a bit more nuance and in this one Intel has hired a lot of the technical press over the past year so this is actually a very important news topic because it shapes the way that technical coverage is brought to the Internet you all and it also shapes the way that in this case intel develops its future communications with media or with consumers so people that Intel hired recently notably include Ryan shrout and his team most of them like the entire core team of PC perspective has left and gone to Intel PC pretty still in operation with a new editor-in-chief but Ken Allen and Ryan are all now at Intel so that is a very notable acquisition Intel has also acquired talent from AMD's graphics team including Roger Kaduri the former head of Radeon of the RTG group that's redundant and also Chris hook who is the marketing lead at Andy for especially RTG so big acquisitions now Kyle Bennett is moving over there and Kyle's roles a little different from the other ones Kyle will be focusing as we understand it on enthusiast relations and enthusiasts sort of we'll call it outreach I suppose for Intel so it remains to be seen exactly what that means but in general it sounds like from Bennett's departing post at Hart osep that this will be a job largely relegated to communicating with the online enthusiast user base so it could be a good thing to bring a bit of reality back to an otherwise massive company where things kind of get lost in the insane amount of management overhead so as for what happens to Hardware CP Bennett has a post on a hard o CP the websites been in operation for about two decades now it sounds like then it will leave it sort of non functioning or not updating but still functioning still accessible just not updating not posting any more reviews of technical products due to the obvious conflicts of interest and then a hard forum as we understand it as being sold off to another company that then it trusts and then all of these properties will be demonetised so they will exist solely based on I believe patreon donations going forward so Bennett then hopes to shift internal paradigms at Intel and refocus on the enthusiasts desktop user at the company if you didn't know then it's probably his most recent I guess legacy at this point would the GPP coverage the g-force partner program that was largely done by hard OCP so Kyle Bennett will now be moving on from that type of work and toward Intel next news item DRAM prices are seeing the steepest decline since 2011 good news for our market place prices for DRAM are on pace to drop about 30 percent this quarter alone even lower than the previously projected 25 percent drop so this would now be the steepest decline in a single quarter since 2011 you may recall a time around 2016 2015 area where you can get at the time a lot of memory 8 to 16 gigabytes for about 50 to 60 dollars and that time hasn't existed back up until now according to the report by DRAM exchange which is our primary source for Mary prices very accurate and shows often supply-side prices - or at least some of them vendors are currently sitting on roughly six weeks worth of inventory and due to demand suppression thanks to Intel CPU shortages another topic for this show Oh II am czar unable to sell through that inventory access this has led to prices entering a sort of free fall meaning that the large price reductions are not really going to translate to sales or stimulate demand largely again because of other shortages in the industry that are outside of memory supplier control next up the Radeon rx 560 XT this is a card that I don't think it'll be up by the time this news videos up but we have a video coming up of touring the Schengen s e-g market in China wherein I communicated with market vendors and tried to get access to this card before it launched officially because well we had seen some rumors online so we didn't get one before we left China unfortunately but this card isn't trying to only launch and the 560 xt actually is a bit better in terms of positioning then and these previous rx 580 the one that was actually literally an Rx 570 but called an rx 580 so you may recall our coverage of the data land which is a Tull product rx 580 in big quotes there and our determination that it was again a 570 this is a bit different it's not quite as bad we're in that instance and II took a product that had an existing spec sheet renamed it to something else and then sold it in an extremely misleading fashion under a totally different name with the same specs as a lowered to your product wild calling it a higher tier product that was bad this is actually not that bad so the RX 560 has 16 C's recompute units and which is a container for the SPS of the stream processors the RX 570 has 32 si use and the 560 xt which obviously sits between the two has 28 si use so it is actually an increase in the compute unit it is an increase in stream processors obviously because they're connected and so you end up with a product that actually should be a bit better than a 560 while not being as good as a 570 but still allowing a mid step price point and this is targeting the China market or the asia-pacific market and that's that's a bit different market demand than in the West so this may have a good sell through rate over there we're not sure yet we'll try and get one though so anyway new card from AMD keep an eye out for it it's called the 560 XT and we'll see on the prices as it sees a wider spread posting on retail sites in tile record CPA shortages not expected to get any better through the second quarter of 2019 and this is related loosely to that memory story as well so Intel is affecting the whole market at this point and that's a lot of pressure to be Intel where if you do poorly everybody else except the AMD does poorly the motherboard vendors are having the same issue where their sales gigabyte and Asus especially and notably are down as a result of down processor sales from Intel despite a.m. these climb so Intel's record shortages of 14 nanometer CPUs are well-documented we've been documenting them for probably a year now and according to industry profits digit times those shortages look like they may be compounded next quarter and this is just conjecture it's not just rumors this is probably going to be accurate so just in time for peak Chromebook season and how it will be again at a bigger deficit for 14 nanometer than previously according to the report quote digit times at research expects Intel CPUs supply gaps to shrink to 2 to 3 percent in the first quarter with core i3 taking over core i5 as the series hit hardest by the shortages and further in that report which we encourage you to read will link it in our show notes below digit times noted that currently the coffee-like core i5 cpus are the hardest to get a hold of now fortunately for desktop users this isn't a big deal because the i5 s have largely been usurped by the r5 s at this point but there's still a large audience for that and it's shrinking presently because there's no supply so the supply constraint will shift to the core i3 models especially in second quarter of 2019 as chromebook demand should be kicking off bad timing there and tells an inability to deliver on record demand has led to AMD historically encroaching on Intel's notebook market share with Andes market share going from 9 point 8 percent in first quarter 2018 to fifteen point eight percent in first quarter of 2019 year-over-year a significant increase additionally vendors are expected to shift the first-ever based AMD based Chromebooks next quarter leading Andy to an anticipated 18 percent market share in the second quarter of 2019 and we'll have more news on the topic of market share coming up this week we have some sort of GN exclusive content we're working on for you if you're curious about that stuff make sure you subscribe but Intel's expected to bring more 14 animated productions online soon Intel has been shifting its product lines around it has done some interesting and sort of strategically I guess risky moves of shifting some of its chipset production back to older process nodes like 22 nanometer and using those the really low end modern chipsets so by the second half of 2019 and I was expecting to increase its production capacity by 25% 10:49 idea which would reverse some of the shortage problems it has now and Intel's also previously it out several expansions at key sites we've talked about multi-billion dollar investments in Israel and in other sites like in Oregon and Ireland so Intel's bringing all of these fabrication plans up to speed for 10 nanometre 14 animator or whatever the future may hold so Intel's 10 nanometer ice Lake is scheduled to volume production in the second half of 2019 but according to those digit times reports there are still several problems with the ten nanometer process as such it looks like Intel could delay that 10 nanometer further we'll see where where it lands originally we were expecting kind of third quarter something in that range end of summer third quarter for ten nanometer but it's hard to say if that's going to be hit at this point that was our estimation in December back when we were at the Intel event the architecture day for 10 nanometer but things have changed since then so we'll see what happens 7:00 and we'd of course is up for discussion as well despite all of this though despite all of Intel's production woes it's still on track to read dethrone Samsung and retake the crown as the world's top semiconductor supplier for 2019 so in spite of all that Intel's at least looking a little better Intel previously held that title from 93 until 2016 when Samsung famously you served Intel as the world's leading chip vendor at the peak of the memory boom which has now waned and subsided leaving Samsung with 20% lower sales this year and giving into how the ability to retake that title despite Intel sales predicted to remain flat at this point it looks like they will be taking that title back new york has not yet given Charter Communications the boot so we've talked of this before as well last year the New York government historically ejected Charter Communications which operates the world's best internet service provider spectrum that nobody hates at all and they they moved to eject spectrum and charter from the state and banned them from further business dealings marking an unprecedented move against ISPs however to date New York hasn't followed through on that promise to boot charter and has allowed them to remain operating so New York's approval of charters merger with Time Warner Cable was contingent on several factors and factors that according to the state of New York were never met this prompted New York state officials to revoke their merger approval ban charter communications from the state and demand a 60-day transition plan to be filed although the plan hasn't been filed as Charter Communications has been granted several extensions while it renegotiates with the state currently the state Public Service Commission recently granted charter another deadline extension with a new deadline of May 3rd 2019 charters repeated extensions are reportedly based on it working toward a settlement with the state one that may presumably allow them to remain operating in New York according to the New York PSC the most recent deadline extension was granted based on a few conditions quote Department staff had previously advised that any final settlement will include one an agreement on eligible passings ie home and business addresses that will count toward the 145,000 passing build-out conditions pursuant to the 2016 merger order to a penalty and/or an arrangement pursuant to which charter funds the expansion of broadband access to further customers in addition to those passed pursuant to the build-out condition and three and enforceable schedule to complete the remaining build-out work and there are several posts by the New York Attorney General I believe or on some New York official government legal sites we've posted in the past an ARS technica covered this most recently with a full write-up if you're curious for more on that or if you live in New York and you want to know what's going on and Vidia beats in town a bidding war for Mellanox this is a bit older news but we're in China when it happened so recently both Nvidia and Intel we're fighting to bid for the company Mellanox which is an Israeli startup focused on networking hardware using Ethernet and in fin and protocols for data centers and cloud computing Intel had offered six billion dollars but Nvidia asserted that it could offer up to 10 percent more for the purchase also and video was likely more favored for the purchase as Intel could potentially run afoul of regulators Intel already has a sizable share of the InfiniBand market through its true scale fabric products and that's part of the concern there Nvidia eventually confirmed a six point nine billion dollar acquisition of Mellanox on Monday March 11th and both companies subsequently issued statements quote the emergence of AI and data science as well as billions of simultaneous computer users is fueling skyrocketing demand on the world's data centers and that was Jensen wan of Nvidia the CEO who further stated that addressing this demand will require holistic architectures that connect to vast numbers of fast computing nodes over intelligent networking fabrics to form a giant data center scale compute engine you get the idea it's filled with a lot of CEO words but you get the idea so anyway it's a play at AI and data science something that videos been doing for a while now and looking at things like high performance data center computing looking forward to the future of autonomous vehicles things like that next up the Sun is setting on sky lake as Intel announces end-of-life the processors we're announced in 2015 they included these 6700 K in 6600 K and are now being put to rest joining yo al status with a bunch of other older Intel parts OEM and retailers have until September 27th 2019 to place final orders the last chips will ship March 6th 2020 won't really affect anyone in our audience I I honestly didn't know they were still making any and we have one more story here hackers exploiting the recent one rar vulnerability you may have seen in our previous hardware news episode that there's a I don't know it was like 19 year old vulnerability and WinRAR that could be exploited through a third-party library that was patched out in the most recent version of winter our but it's being exploited now so as fate would have it days after being disclosed by the cyber research firm checkpoint the attack vector began to be exploited in WinRAR when Mars estimated 500 million users many of whom likely don't know about the vulnerability or the patch will now have an ideal tax service for opportunistic hackers so McAfee McAfee the one run by the crazy guy previously has identified over quote 100 unique exploits and Counting with most of the initial targets residing in the United States at the time of writing additionally 360 threat intelligence center has documented several ways that attackers are using the exploit to spread malware and they've posted that via Twitter so one such way that's gained traction is through a booby-trapped file named ariana grande thank you next 20:19 320 are meant to entice though is it looking at bootleg thank you next two albums so it's it's imperative that if you're a winrar user at this point you update to version 5.7 you don't download weird things that sound like viruses and if you happen to be an ariana is that even how you say your name grande fan more of a metal person I don't know then be careful of the album I maybe buy it instead I don't know so that's it for this one thank you for watching subscribe for more as always you go to store document access net to use that GM shell code if you want to get 10% off of the lightweight hoodie I'll see you all next time
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