HP introduced its latest gaming hardware and software designed for today's gamers with the powerful OMEN 16 and OMEN 17, bright and customizable OMEN 25i Gaming Monitor, and community gaming with OMEN OASIS Beta feature in OMEN Gaming Hub. The company also debuted Victus by HP, its next-generation mainstream-level gaming PC portfolio, with a 16-inch laptop.

Gaming continues to be an outlet for entertainment and connecting with friends. Two out of three people are spending more time watching videos and gaming than they did prior to the pandemic, with one in four gaming three to four hours more and almost one in five gaming six to ten hours more a week6. HP's next-generation gaming portfolio is designed for both veteran gamers and enthusiast explorers to be entertained, connected, and empowered to progress in their favorite games.

TAITRA (Taiwan External Trade and Development Council) announced today that NVIDIA will be delivering a keynote, entitled "The Transformational Power of Accelerated Computing, from Gaming to the Enterprise Data Center" at COMPUTEX 2021 Hybrid. Jeff Fisher, Senior Vice President of NVIDIA's GeForce Business Unit, will present on June 1 at 1:00 pm Taiwan time on the massive opportunities that GeForce PC gaming represents for the Taiwan ecosystem.

Manuvir Das, Head of Enterprise Computing at NVIDIA, will then address "The Coming Democratization of AI." He will share three shifts driving this trend and explain how enterprises that embrace them can thrive in the coming years.

Owing to the impact of the COVID-19 pandemic in 2020, not only did LED revenue experience a downward trajectory, but this decline also reached a magnitude rarely seen in recent years, according to TrendForce's latest investigations. However, as vaccinations begin taking place in 1H21, the LED market's long-stifled demand is expected to rebound from rock bottom. Hence, global LED market revenue will likely undergo a corresponding recovery this year as well, with a forecasted US$16.53 billion, an 8.1% increase YoY, in 2021. Most of this increase can be attributed to four major categories, including automotive LED, Mini/Micro LED, video wall LED, and UV/IR LED.

We've all been beating dead consumer horses for a while now in most product areas that require semiconductors to operate - and that applies to almost anything, really. Whether CPU shortages from the AMD camp, GPU shortages from both AMD and NVIDIA, increasing prices of storage due to a new cryptocurrency boom, scalpers left and right on the most recent PC and console hardware, shortages on semiconductors for car manufacturers and technological companies like Bosch... It's a wild ride in the semiconductor world right now. And if you were looking at upgrading your media-consumption living room with a fancy new TV, you will also have to cope with increased pricing now, and perhaps further price climbs and shortages in the future.


Market research company NPD has said as much in its most recent market analysis; they've concluded that Smart TV prices have already increased 30% comparatively to the first months of 2020. The price increases are expected to hit anything with a screen - whether smartphones, TVs, laptops, or any other product that has to take up a portion of the world's panel output. This is the market correcting itself when it comes to the supply/demand equation - increased demand post-COVID-19 and global supply chain issues have set up a series of network effects that have led manufacturers to increase product pricing according to demand, passing on additional supply costs on to the customer, and simultaneously attaching the highest possible profits on the existing (and insufficient) supply. It's highly unlikely that this semiconductor supply shortage will see a turnaround throughout 2021.

AMD processors have been very good at the field of security, on par with its main competitor, Intel. However, from time to time, researchers find new ways of exploiting a security layer and making it vulnerable to all kinds of attacks. Today, we have information that two new research papers are being published at this year's 15th IEEE Workshop on Offensive Technologies (WOOT'21) happening on May 27th. Both papers are impacting AMD processor security, specifically, they show how AMD's Secure Encrypted Virtualization (SEV) is compromised. Researchers from the Technical University of Munich and the University of Lübeck are going to present their papers on CVE-2020-12967 and CVE-2021-26311, respectfully.

While we do not know exact details of these vulnerabilities until papers are presented, we know exactly which processors are affected. As SEV is an enterprise feature, AMD's EPYC lineup is the main target of these two new exploits. AMD says that affected processors are all of the EPYC embedded CPUs and the first, second, and third generation of regular EPYC processors. For third-generation EPYC CPUs, AMD has provided mitigation in SEV-SNP, which can be enabled. For prior generations, the solution is to follow best security practices and try to avoid an exploit.

Valve's head, Gabe Newell, has on Monday talked to the students at Auckland, New Zealand's Sancta Maria College. While Mr. Newell spoke to students, one of them has asked Mr. Newell about the company's plans for consoles and has recorded the response. The student then proceeded to upload the recording to Reddit, but, it was later deleted. However, we are in luck as Ars Technica reported on this and we have managed to get a bit of new information about what's coming from Valve and what we can expect. During the talk, a student asked Mr. Newell: "Will Steam be porting any games on consoles, or will it just stay on PC?"

To that, Mr. Newell responded by saying: "You will get a better idea of that by the end of this year... and it won't be the answer you expect. You'll say, 'Ah-ha! Now I get what he was talking about.'" This is a rather vague answer to a question and it doesn't give us much information, other than the fact that we can expect something towards the end of 2021. This could mean anything, so we are not sure yet. However, we will keep an eye on it and make sure to report every new information as it appears.

Owing to high demand generated by the proliferation of WFH and distance education, monitor shipment for 2020 reached 140 million units, an 8.6% growth YoY, which represents the highest growth in about 10 years, according TrendForce's latest investigations. With demand persisting through 1H21, monitor shipment for 1Q21 underwent a staggering YoY increase of 34.1%, and this figure is projected to exceed 10% for 2Q21. Total monitor shipment for 2021 will likely reach 150 million units, a 7.3% growth YoY. Gaming monitors, which have been gaining attention in the monitor market, are expected to make up 17.3% of this total and reach 25.9 million units in shipment in 2021. In addition to being one of the most in-demand applications in the stay-at-home economy, this product category has long been a resource-intensive focus of monitor brands and panel suppliers alike.

Demand for DRAM exceeded expectations in 1Q21 as the proliferation of WFH and distance education resulted in high demand for notebook computers against market headwinds, according to TrendForce's latest investigations. Also contributing to the increased DRAM demand was Chinese smartphone brands' ramp-up of component procurement while these companies, including OPPO, Vivo, and Xiaomi, attempted to seize additional market shares after Huawei's inclusion on the Entity List. Finally, DRAM demand from server manufacturers also saw a gradual recovery. Taken together, these factors led to higher-than-expected shipments from various DRAM suppliers in 1Q21 despite the frequent shortage of such key components as IC and passive components. On the other hand, DRAM prices also entered an upward trajectory in 1Q21 in accordance with TrendForce's previous forecasts. In light of the increases in both shipments and quotes, all DRAM suppliers posted revenue growths in 1Q21, and overall DRAM revenue for the quarter reached US$19.2 billion, an 8.7% growth QoQ.

Demand for PC, mobile, graphics, and special DRAM remains healthy in 2Q21. Furthermore, after two to three quarters of inventory reduction during which their DRAM demand was relatively sluggish, some server manufacturers have now kicked off a new round of procurement as they expect a persistent increase in DRAM prices. TrendForce therefore forecasts a significant QoQ increase in DRAM ASP in 2Q21. In conjunction with increased bit shipment, this price hike will likely drive total DRAM revenue for 2Q21 to increase by more than 20% QoQ.

TrendForce's investigations find that India has become the second largest market for smartphones since 2019. However, the recent worsening of the COVID-19 pandemic in the country has severely impaired India's domestic economy and subsequently dampened various smartphone brands' production volume and sales (sell-in) performances there. TrendForce is therefore revising the forecasted YoY growth in global smartphone production for 2021 from 9.4% down to 8.5%, with a yearly production volume of 1.36 billion units and potential for further decreases going forward.

TrendForce further indicates that the top five smartphone brands (Samsung, Apple, Xiaomi, OPPO, and Vivo) have either set up assembly plants in India or sought assistance from EMS providers with operations in the country. Hence, the share of made-in-India smartphones has been on the rise over the years, even though the majority of the domestically manufactured devices are still for meeting the demand of the home market. Judging from the current state of Indian smartphone manufacturing, TrendForce expects the second wave to reduce the country's smartphone production volume for 2Q21 and 3Q21 by a total of 12 million units, in turn resulting in a 7.5% YoY decrease in smartphone production in India for the whole year.

Yesterday, we got information that Intel's upcoming DG2 discrete graphics card is "right around the corner". That means that we are inching closer to the launch of Intel's discrete GPU offerings, and we are going to get another major player in the current GPU market duopoly. Today, however, we are in luck because Igor from Igor's LAB has managed to get ahold of the specifications of Intel's Xe-HPG DG2 graphics card. For starters, it is important to note that DG2 GPU will first come to laptops later this year. More precisely, laptops powered by Alder Lake-P processors will get paired with DG2 discrete GPU in the second half of 2021. The CPU and GPU will connect using the PCIe 4.0 x12 link as shown in the diagram below, where the GPU is paired with the Tiger Lake-H processor. The GPU has its subsystem that handles the IO as well.

AMD has today updated its Radeon Software Adrenalin 2020 Edition version 21.5.1 drivers, bringing many features on board as well as fixing a lot of issues that have appeared in the past. Starting with support for the Resident Evil Village PC game, AMD promises to deliver up to 13% better frame rate at 4K maximum settings, while using the Radeon RX 6800 XT graphics card. The comparison was conducted with a reference to the previous driver, 21.4.1, which didn't allow the card to reach as high FPS as it is now possible with the proper support for the game. Another game that is added to the support list is Metro Exodus PC Enhanced Edition. Some fixes have been implemented, as the incorrect performance metrics that may have incorrectly reported temperatures on Ryzen 5 1600 series processors. For a detailed list of bug fixes, please take a look at the list below.DOWNLOAD: AMD Radeon Software Adrenalin 2020 Edition 21.5.1

The German Games Industry Association have decided to hold gamescom 2021 as an all-digital event. This decision was made after extensive discussions with partners and exhibitors. Thus, the organizers take into account the current situation, in which too many companies are unable to participate in physical events this year due to the still difficult development. In this way, they also meet the partners' strong need for planning security. This means that gamescom 2021 will be held exclusively digitally and free of charge for all gamescom fans. In 2020, gamescom celebrated numerous successes: Over 100 million video views across all formats and channels, more than 50 million unique users from 180 countries, and 370 partners from 44 countries. Building on this success, the digital offering is now being expanded further.

Verizon (NYSE: VZ) and Apollo Global Management, Inc. (NYSE: APO) (together with its consolidated subsidiaries, "Apollo") today announced that funds managed by affiliates of Apollo (the "Apollo Funds") entered into an agreement to acquire Verizon Media for $5 billion. Verizon will retain a 10% stake in the company, which will be known as Yahoo at close of the transaction and continue to be led by CEO Guru Gowrappan.

One of the world's premier global technology and media companies, Verizon Media is comprised of iconic brands such as Yahoo and AOL, as well as leading ad tech and media platform businesses. The corporate carveout will allow Verizon Media to aggressively pursue growth areas and stands to benefit its employees, advertisers, publishing partners and nearly 900 million monthly active users worldwide.

The current supply of graphics cards has been very tight all over the world. Starting with the launch of the latest Radeon RX 6000 series of GPUs based on RDNA 2 architecture, AMD has found itself in big trouble when it comes to supply of the silicon, compared to the demand that exists for these new GPUs. We have discussed that many times in the past and saw that it represents a problem spanning everyone involved in getting the silicon chips to the hands of consumers. On Tuesday, April 27th, AMD held its Q1 2021 earnings call and webcast, where the company executives talked about the company's future, underlying problems, and ways of addressing them.

Among many topics covered in the call, AMD's President and CEO, Dr. Lisa Su, has talked about the GPU supply. According to Dr. Su, the company is ramping the production of its Radeon graphics cards, adding that the mobile Radeon GPU lineup is lurking. Here is a full quote from the earnings call.

Dr. Lisa Su—AMD Q1 2021 Earning CallAnd we're well-positioned for further growth as we have tripled our commercial notebook design wins with the largest OEMs this year. In graphics, revenue increased by a strong double-digit percentage year over year and sequentially, led by channel sales growth as revenue from our high-end Radeon 6000 GPUs more than doubled from the prior quarter. We introduced our Radeon 6700 XT desktop GPU with leadership 1440p gaming performance in March and are on track for the first notebooks featuring our leading-edge mobile RDNA 2 architecture to launch later this quarter. We expect Radeon 6000 Series GPU sales to grow significantly over the coming quarters as we ramp production.

Sony has announced that it has shipped 7.8 million PS5 consoles since the release of their latest generation gaming system on November 12th. These 7.8 million consoles were sold at the tune of 4.5 million consoles in 2020 (remember that 2020 only starts in November 12th for this matter), and the remaining 3.3 million units were shipped in the three first months of 2021. This places PS5 launch sales higher than PS4's (and obviously higher than the ill-fated release of the PS3). You might think there's a decrease in momentum in sales, but part of that lower average monthly console sales likely comes from the fact that Sony had more PS5 stock at launch (in a veritable stockpile) than the current production output is capable of processing on a monthly basis.

Sony also announced that they have increased the number of PS Plus subscribers to 47.6 million, up 14.7 percent YoY. These numbers mean that Sony too had a very significant first quarter, and great YoY growth. The company announced that its Game & Network Services segment, which includes its PlayStation business, broke revenue ($25.03 billion) and operating profit ($3.22 billion) records for the 2020 financial year. Just keep those PS5 rolling off the presses, Sony. There's much more money to be made here, and many more consumers to make happy.

As the global economy enters the post-pandemic era, technologies including 5G, WiFi6/6E, and HPC (high-performance computing) have been advancing rapidly, in turn bringing about a fundamental, structural change in the semiconductor industry as well, according to TrendForce's latest investigations. While the demand for certain devices such as notebook computers and TVs underwent a sharp uptick due to the onset of the stay-at-home economy, this demand will return to pre-pandemic levels once the pandemic has been brought under control as a result of the global vaccination drive. Nevertheless, the worldwide shift to next-gen telecommunication standards has brought about a replacement demand for telecom and networking devices, and this demand will continue to propel the semiconductor industry, resulting in high capacity utilization rates across the major foundries. As certain foundries continue to expand their production capacities this year, TrendForce expects total foundry revenue to reach a historical high of US$94.6 billion this year, an 11% growth YoY.

G.SKILL, the world's leading manufacturer of extreme performance memory and gaming peripherals, is announcing a new addition of high-performance DDR4 memory kit series to the renowned Trident Z family - the Trident Z Royal Elite series. Featuring a meticulously sculpted crystalline pattern across the polished surface of the aluminium heatspreader, the Trident Z Royal Elite also retains the patented full-length crystalline light bar and 8-zone RGB lighting of the Trident Z Royal to enhance the aesthetics of any high-end PC system build. Representing the upper echelon of DDR4 performance, the G.SKILL Trident Z Royal Elite will be available at speeds of DDR4-3600 to DDR4-5333 at launch.

Evolved from the luxury-class design elements of the Trident Z Royal, G.SKILL is introducing the all-new Trident Z Royal Elite series that features a magnificent multi-faceted crystalline design across the reflective aluminium heatspreader. After more than a year of development in crafting the perfectly-sized crystalline pattern and sculpting the 3D structure onto a solid piece of aluminium, each Trident Z Royal Elite heatspreader is painstakingly chiseled with 76 total facets to bestow the ultimate luxury aesthetic to any PC build. Available in gold or silver colors, Trident Z Royal Elite modules also inherited the iconic full-length crystalline light bar for a dazzling refractive display of RGB lighting.

OpenFive, a leading provider of customizable, silicon-focused solutions with differentiated IP, today announced the successful tape out of a high-performance SoC on TSMC's N5 process, with integrated IP solutions targeted for cutting edge High Performance Computing (HPC)/AI, networking, and storage solutions.

The SoC features an OpenFive High Bandwidth Memory (HBM3) IP subsystem and D2D I/Os, as well as a SiFive E76 32-bit CPU core. The HBM3 interface supports 7.2 Gbps speeds allowing high throughput memories to feed domain-specific accelerators in compute-intensive applications including HPC, AI, Networking, and Storage. OpenFive's low-power, low-latency, and highly scalable D2D interface technology allows for expanding compute performance by connecting multiple dice together using an organic substrate or a silicon interposer in a 2.5D package.

Enterprise demand for cloud services has been rising steady in the past two years owing to the rapidly changing global markets and uncertainties brought about by the COVID-19 pandemic. TrendForce's investigations find that most enterprises have been prioritizing cloud service adoption across applications ranging from AI to other emerging technologies as cloud services have relatively flexible costs. Case in point, demand from clients in the hyperscale data center segment constituted more than 40% of total demand for servers in 4Q20, while this figure may potentially approach 45% for 2021. For 2021, TrendForce expects global server shipment to increase by more than 5% YoY and ODM Direct server shipment to increase by more than 15% YoY.

Global shipments of traditional PCs, including desktops, notebooks, and workstations, grew 55.2% year over year during the first quarter of 2021 (1Q21), according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. While PCs remain in extremely high demand, the growth rate benefitted from the shortages faced in the first quarter of 2020 when the global pandemic began, resulting in an unusually favorable year-over-year comparison. PC shipments reached 84 million worldwide in 1Q21, a modest 8% decline from the fourth quarter of 2020. While sequential declines are typical for the first quarter, a decline this small has not been seen since the first quarter of 2012 when the PC market declined 7.5% sequentially.

A listing has surfaced on Chinese website Taobao featuring what is being described as the 2021 update for the ultra-premium Samsung Odyssey G9 gaming monitor. It keeps the DNA of the Odyssey G9 - that means the 49" VA panel, 5120×1440 resolution and 1000R curvature remain. The devil, as always, is in the details; the new monitor is expected to feature a MiniLED backlight solution featuring 2048 dimming zones, which should enable a contrast ratio of 4,000:1 and an eventual, first-of-its-kind DisplayHDR 2000 certification by VESA. The current maximum under the standard stands at DisplayHDR 1400, so it's quite the jump for maximum HDR quality.

It's "Game On." for E3, as The Entertainment Software Association (ESA) officially unveils plans for a reimagined, all-virtual E3 2021 that will engage video game fans everywhere. With early commitments from Nintendo, Xbox, Capcom, Konami, Ubisoft, Take-Two Interactive, Warner Bros. Games, Koch Media, and more to come, E3 2021 will take place June 12 through June 15.

Developers will be showcasing their latest news and games directly to fans around the world. The ESA will be working with media partners globally to help amplify and make this content available to everyone for free. While maintaining E3's longstanding position as a central destination for industry networking — where new partnerships and connections between video game publishers, developers and media are made — the digital format for E3 2021 means more people than ever can participate. The ESA looks forward to coming back together to celebrate E3 2022 in person, in the meantime see you online this June!

The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $39.6 billion for the month of February 2021, an increase of 14.7% over the February 2020 total of $34.5 billion, but 1.0% less than the January 2021 total of $40.0 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 98% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.

"Global semiconductor sales during the first two months of the year have outpaced sales from early in 2020, when the pandemic began to spread in parts of the world," said John Neuffer, SIA president and CEO. "Sales into the China market saw the largest year-to-year growth, largely because sales there were down substantially early last year."

TAITRA, the COMPUTEX organizer, has announced that the physical COMPUTEX event has been cancelled (surprising maybe some three or four people in the world). The organizer cites ongoing COVID-19 concerns (including the world's current state of vaccination levels) that would put the safety of attendees on the line, and has thus elected to forego the physical event and focus only on an online capacity.

However, even as the physical event has been cancelled, TAITRA doubled down on the virtual COMPUTEX event. Marketed #COMPUTEXVirtual, the event is scheduled to run for a full month, from May 31st to June 30th, in what marks COMPUTEX's first attempt at doing a large-scale virtual event. TAITRA had this to say on their decision: "With another wave of coronavirus pandemic across the world, it doesn't look like we are close to the end. The majority of the show's stakeholders, including international exhibitors, visitors, and media, cannot join the show due to border control. Therefore, the organizers of COMPUTEX have decided to cancel the onsite exhibition this year."

TSMC, the world leader in semiconductor manufacturing, has reportedly begun with plans to start volume production of the 4 nm node by the end of this year. According to the sources over at DigiTimes, Taiwan's leading semiconductor manufacturer could be on the verge of starting volume production of an even smaller node. The new 4 nm node is internally referred to as a part of the N5 node generation. The N5 generation covers N5 (regular 5 nm), N5P (5 nm+), and N4 process that is expected to debut soon. And perhaps the most interesting thing is that the 4 nm process will be in high-volume production in Q4, with Apple expected to be one of the major consumers of the N5 node family.

DigiTimes reports that Apple will use the N5P node for the upcoming Apple A15 SoCs for next-generation iPhones, while the more advanced N4 node will find itself as a base of the new Macs equipped with custom Apple Silicon SoCs. To find out more, we have to wait for the official product launches and see just how much improvement new nodes bring.