PlayStation Game Size, the X account that pulls data from the PlayStation Store backend, has found three multiplayer-related entries tied to GTA 6 on PS5: "joinSession," "launchActivity," and "launchMultiplayerActivity." The account posted them on November 9, shortly before pre-loads started unlocking, and later shared a screenshot of the PS5 download queue where "Story" shows up as its own component. That has fans guessing that GTA 6's online mode could arrive as a separate install down the line. The same account pegged the download at 210 GB before Rockstar confirmed up to 212 GB, so its backend data has a decent track record.

Of course, these entries don't mean there's a playable online mode hiding in the files. They seem to be standard PS5 system hooks that let the console's UI jump players straight into an activity or a friend's session, and there's no sign of actual multiplayer content in what has been shared so far. Rockstar still describes GTA 6 as a single-player experience and hasn't announced its online mode at all. That said, a follow-up seems to be on the way. Twitch CEO Dan Clancy said earlier this year that he expects GTA 6's multiplayer to launch in 2027, after talking with Rockstar about its plans. Take-Two has also said the current GTA Online will keep getting support after GTA 6 releases.

Assassin's Creed Hexe probably won't be out before 2028. Insider Gaming's Tom Henderson says sources told him as recently as October that the game had run into issues and was pushed back internally by another year. The claim was tucked into a larger report about two unannounced Assassin's Creed projects, including the Ancient Rome game codenamed Mars, though the Hexe bit is arguably the bigger news for anyone who has been waiting since Ubisoft first announced the game back in 2022. Henderson didn't say what the issues are. Up until now, 2027 looked like the target. A leaker pointed to June 2027 earlier this year, and NateTheHate later said Hexe wouldn't launch before the second half of 2027 at the earliest.

Development hasn't exactly been smooth either. Ubisoft Montreal was reportedly reworking the combat deep into production in February, and around 50 developers were reportedly moved off the project a few months later. Ubisoft's latest official word came in its Fall 2026 franchise update at the end of October. The company said Hexe is making steady progress, though there is "still work ahead of us," and promised the next major update in 2027. That isn't a confirmation of anything, though it does leave room for a 2028 launch. Ubisoft hasn't given Hexe any official release window so far, so readers are advised to treat 2028 as an internal target that could still move.

NACON, a leading player in the video game industry, is proud to announce today the availability of its new range of REVO controllers, designed to offer durability and precision to XBOX and PC gamers. Consisting of 3 models, each controller offers its own distinct features while sharing a common DNA that meets gamers' high standards. The REVO and REVO MAX models are available right now, while the REVO PRO model will be released in 2027.

The new range has been designed to meet the specific needs of every type of player, from the casual gamer looking for the immediate efficiency of a "Plug-and-Play" controller, to the esports expert seeking deep customization.

PCs with 32 GB and 64 GB of RAM are becoming less common, at least in the latest CPU-Z Validator statistics. According to Doc TB, one of the developers behind CPU-Z, this is the first time RAM capacity on PCs has declined year over year. 32 GB is still the most popular configuration at 37.2% of validations, though its share is down 2.5% compared to a year ago. 64 GB took a much bigger hit, falling 18% to 7.3%. Lower capacities are moving the other way, with 16 GB up 12.9% to 33.0% and 8 GB up 5.5% to 11.0%, while 96 GB and 128 GB setups dropped by more than 26% each. Memory type tells a similar story, with DDR4 now making up 54.5% of validations, up 6.0%, while DDR5 slipped 2.9% to 32.9%.

Of course, these figures only cover systems that users actually submit to the validator over the last three months, so they aren't a full picture of the PC market. Steam's September survey, for example, showed 32 GB overtaking 16 GB as the most common configuration among gamers, but that promptly flipped with the October survey. Still, the timing makes sense. Memory prices have climbed sharply this year, and Team Group expects the worst of the shortage to land between Q4 2026 and Q2 2027. DDR4 platforms may also get a second wind, with DDR4 motherboards getting released for unannounced LGA1700 processors expected in early 2027. It looks like plenty of people are sticking with older DDR4 systems or settling for 16 GB instead of paying current prices.

TCL CSOT announced it has started moving production equipment into its t8 factory in Guangzhou, China. Feng Zhang, Senior Vice President of TCL CSOT said "The move-in of the first piece of core production equipment marks the t8 project's transition to the equipment installation and commissioning phase". The fab is an 8.6-generation inkjet-printed OLED production line, with mass production scheduled for Q4 2027. Construction started on September 16, 2025, and in less than a year (226 days), the main factory structure was completed. The project has a total investment of approximately RMB 29.5 billion (around $4.42 billion).

When completed, TCL CSOT's t8 fab will process around 22,500 glass substrates monthly. Each substrate measures 2,290 x 2,620 mm, the kind used for manufacturing medium to large-sized OLED panels. For the start, production will focus on displays for tablets, notebooks, and monitors. Also, TCL CSOT explores inkjet-printed OLED technology potential for flexible and foldable panels.

Nintendo isn't considering another price increase for the Switch 2, at least for now. Speaking at the company's financial results briefing on November 5, president Shuntaro Furukawa said there hasn't been any major change in the memory situation and that Nintendo is still able to secure "sufficient quantities," according to Reuters. That's welcome news for anyone still on the fence, since the console has already gone up once this year. Nintendo announced a $50 price hike back in May, which took the US price from $449.99 to $499.99 on September 1, while the Japanese model went from ¥49,980 to ¥59,980 and the European My Nintendo Store price climbed from €469.99 to €499.99.

The comments seem to arrive as Switch 2 hardware sales are slowing down. Nintendo shipped 2.67 million units between July and September, down 41% from a year earlier, though the console has now reached 26.35 million units overall and is still ahead of where the original Switch was at the same point. Nintendo has kept its forecast of 16.5 million Switch 2 units for the fiscal year ending March 2027. Of course, "not considering" isn't the same as a promise, so it's best not to treat this as a price freeze. Sony said much the same thing this week, noting that it has already agreed on memory volumes with suppliers for its next fiscal year. Elsewhere, hardware keeps getting pricier, with NVIDIA's GeForce RTX 50-series reportedly set for price hikes of up to $500, but at least Nintendo is staying put for now.

Sony says work on its next-generation PlayStation, presumably the PS6, is still on schedule despite the ongoing memory crunch. During the company's Q2 FY2026 earnings call, CFO Lin Tao said development is "progressing as scheduled," adding that investment in the new platform will ramp up from next fiscal year, which begins in April 2027. On the memory front, Sony says it has offset rising memory prices on the PS5 through pricing, promotions and cost cuts, and has already agreed with suppliers on how much memory it needs for next year's projected hardware sales. Here's what Tao said about the next generation in her prepared remarks:

Although new PS5 unit sales are gradually declining as expected in this stage of the console life cycle, the PS platform continues to expand and grow in a stable manner. Looking ahead to next fiscal year, we aim to continue to enhance user engagement and further strengthen monetization through the release of strong titles and the expansion of our service. We also intend to make solid progress in preparing for the next generation platform.

Later, during the Q&A, she added:

For future growth, we have to attach great importance to our new platform. We have to make the necessary investments for that. But we have to support this soundness of our platform and try to think how rationally we can invest in our platform.

CPUID has released CPU-Z 3.02, and the first line of its changelog simply reads "Intel Razor Lake support." Razor Lake is the processor family expected to follow Nova Lake, and Intel has yet to officially announce it. The changelog doesn't say which Razor Lake variants are covered or how deep that support goes, so this could be anything from basic detection to early groundwork. The November 4 update also adds the AMD Radeon AI PRO R9700, along with fixes for an SPD reading issue on Intel Broadwell-E and a validation problem on Windows XP.

Of course, system tools tend to pick up new chips well before they reach store shelves. HWiNFO added early Nova Lake support back in August 2025, and the first Nova Lake-S desktop chips still aren't expected until Q1 2027. HWiNFO also added preliminary support for Razor Lake-AX in August this year, the rumored large APU that could pack up to 32 Xe3 GPU cores alongside on-package memory.

Today (November 4, 2026), Arm (NASDAQ: ARM) published a letter to its shareholders containing the company's results for its second quarter of fiscal year 2027, which ended September 30, 2026. The infographic below provides the key highlights for the quarter:

Here are what the results mean and how they were achieved:

• Total revenue for Arm in Q2 FYE27 increased 27% year over year to $1.44 billion, representing Arm's highest ever second quarter. This reflects strong execution and growing demand for the Arm compute platform.
• Record second quarter was driven by strong licensing and other revenue of $773 million, reflecting a 50% year-over-year increase, an important leading indicator of future royalty growth. Meanwhile, royalty revenue for the quarter reached $670 million, with data center royalties doubling year over year.
• For the first time, Arm's partners reported more than 10 billion Arm-based chips shipped during the quarter - an increase of 1.5 billion chips year over year - adding to the scale of the platform already used by more than 30 million developers.

Netgear, Inc. (NASDAQ: NTGR), a global leader in intelligent networking solutions designed to power extraordinary experiences, today reported financial results for the third quarter ended September 27, 2026.

Q3 2026

• Net revenue of $167.3 million, down 9.3% as compared to Q3 prior year
• GAAP gross margin of 40.1%, up 100 basis points year over year
  • Non-GAAP gross margin of 41.3%, up 170 basis points year over year
• GAAP operating income of $(13.7) million compared to $(7.1) million from Q3 prior year
  • Non-GAAP operating income of $3.3 million compared to $3.8 million from Q3 prior year
• GAAP EPS of $(0.45) compared to $(0.17) from Q3 prior year
  • Non-GAAP EPS of $0.13 compared to $0.12 from Q3 prior year

The accompanying schedules provide a reconciliation of financial measures computed on a GAAP basis to financial measures computed on a non-GAAP basis.

Santa Monica Studio has delayed God of War Laufey by roughly three months, moving the PS5 exclusive from February 16 to May 20, 2027. The studio announced the change on X earlier today, and the only explanation it gave is that it needs extra time for finishing touches. It's a bit of a surprise, since the game was only around three months out and pre-orders opened back in late September. The Standard Edition sells for $69.99, the Digital Deluxe Edition for $79.99, and Sony also put up a £129.99 Collector Box for sale with the old February 16 date attached. Here's the studio's full statement:

Santa Monica StudioSince the reveal of God of War Laufey in June, we've been deeply grateful to see so much excitement for Faye's journey through the Everywhen. We don't take for granted the trust placed in our studio to make an extraordinary experience worthy of the passion and dedication of our fans. With this in mind, we've made the decision to delay God of War Laufey's release to May 20th, 2027. We will make the most of each moment until then by putting in the finishing touches and pushing the game to its fullest potential. On behalf of everyone on the team, we appreciate your patience and we'll be back to share more updates soon!

AMD looks set to bring in more quarterly revenue than Intel for what appears to be the first time ever. Alongside its record Q3 2026 results, AMD guided Q4 revenue to approximately $17 billion, plus or minus 3%, or roughly $16.5 billion to $17.5 billion. Intel, on the other hand, expects Q4 revenue between $15 billion and $16 billion. Even the bottom of AMD's range sits above the top of Intel's, so unless either company misses its guidance badly, the flip is pretty much locked in.

Most of AMD's growth comes from the data center. AMD's Data Center segment hit a record $8.5 billion in Q3, up 97% year over year, on strong EPYC demand and the launch of the Instinct MI450 Series GPUs inside its Helios racks. AMD expects the segment to grow about 50% sequentially in Q4, while Client and Gaming is expected to drop by more than 20%. Intel's Q4 outlook, meanwhile, came in well below expectations, partly due to a two-week shutdown at Fab 28 in Israel that Intel says will cost about $300 million in Q4 revenue.

During its Q3 2026 quarterly results, AMD CEO Dr. Lisa Su expressed expectations that its client PC business will decline significantly in 2027, possibly by double-digit percentage points. The entire industry is experiencing price hikes due to the tight supply of crucial PC components like GPU memory and system RAM. These rising prices have been driving down sales in the client sector, while the enterprise sector has been thriving with strong EPYC CPU sales and Instinct MI accelerator sales to AI labs, hyperscalers, and neoclouds. While a rising tide lifts all boats in the AI datacenter space, there is an opposite lowering tide in the client PC industry, projecting a general decline in this segment.

AMD's CEO Dr. Lisa SuLooking at the market, PC sell-through slowed late in the quarter as higher memory and component costs weighed on demand. We are managing the business accordingly, aligning sell-in with sell-through to keep customer and channel inventory healthy. In 2027, we are planning for PC market unit shipments to decline by a double-digit percentage. In this environment, we expect to outperform the market as we deliver our Ryzen roadmap and grow our commercial footprint.

HP Inc. (NYSE: HPQ) today announced that its Board of Directors has unanimously appointed Emma Walmsley as Chief Executive Officer, effective January 4, 2027. Ms. Walmsley most recently served as Chief Executive Officer of GSK and has been a member of Microsoft's Board of Directors for seven years. She will succeed Bruce Broussard, who has served as Interim Chief Executive Officer since February 2026. Broussard will become Chair of the Board effective January 4, 2027, succeeding Chip Bergh.

Bruce Broussard, Interim Chief Executive Officer"HP has tremendous potential at an important inflection point in technology, and we need a leader who can build on our innovation heritage and strengths to boldly shape the company's future. Emma is a proven CEO with a track record of leading organizations at scale and guiding them through significant change. She has the experience and skills to bring HP's businesses, capabilities and people together to capture the opportunities ahead as AI moves to the edge, transforming how we work and live in a more connected world. I look forward to supporting her as she leads HP into its next phase of growth".

We might not be past the worst part of the global memory shortages, as the most severe supply chain squeeze could happen soon. During Team Group's earnings conference on November 2, the company stated that the worst period in memory demand is projected to be between Q4 2026 and Q2 2027, which is just a few months away. Major memory makers such as SK hynix, Samsung, and Micron have sold out their 2027 supply and entered into long-term agreements with customers, making it increasingly difficult to source memory for any third-party purposes. Team Group states that even if you have the funds, it might be impossible to purchase memory products. Currently, it is possible to buy memory, albeit at a high price, but soon enough, that may no longer be an option, noted the company.

Even though CXMT and YMTC are supplying close to 10% of the memory market share with their products, it is still impossible to satisfy demand. A supply-demand balance may not emerge until the second half of 2028 or even later. Currently, Team Group sells most of its memory modules to businesses in the B2B sector, which commands 64.6%, while the B2C sector, selling directly to consumers, accounts for 35.4%. This is a sharp reversal compared to the 2025 Q3 figures, where B2B was 24.6% and B2C was 75.4%. Most of the revenue now comes from the business sector developing AI servers, rather than traditional consumer purchases.

NVIDIA's board partners reportedly still lack the supply of GeForce RTX 5080 24 GB design kits, making a nearby launch seemingly impossible. According to BenchLife, design kits have not yet been provided to NVIDIA's add-in card partners. These design kits typically include a GPU die and memory modules shipped directly from NVIDIA. NVIDIA negotiates GDDR7 module pricing and supply while also receiving GPU die shipments from TSMC. The company then packages these together and sends them to board partners for assembly on their custom PCBs and designs. Since this process takes time to validate and test new designs, board partners might be unable to meet the previously assumed launch in January.

Earlier rumors suggested that NVIDIA's GeForce RTX 5080 24 GB might arrive sooner than expected, with a post from Board Channels' ChannelGate account claiming NVIDIA is speeding up the launch, with availability now expected around January 2027. Apparently, NVIDIA has already cleared out its RTX 5080 16 GB GPU inventory, and the remaining stock should last around two months. However, since board partners aren't receiving those GPU kits yet, this timing might be impossible to meet, and the window would be around Q1 2027, but not in January.

Bend Studio, the game studio behind 2019's Days Gone action-adventure game, is apparently already knee-deep in the production of its next game, and it has been unofficially confirmed that Bend's next project will not be Days Gone 2, according to a report by MP1st, who cites anonymous insiders familiar with Bend Studio's inner workings.

The insider explains that the project is a third-person co-op game, and that it is slated to be revealed sometime in 2027, with a late 2027 launch, to boot. At the time of the leak, it was confirmed that the game will not be a live-service game, despite Sony's renewed push for live-service games. While this has the implication that the game might appeal to more of Sony's core audience, it also means that it will likely be a PS5-exclusive, given Sony's unrelenting desire to lock players into its console platform.

Intel shares fell roughly 29% on Friday to $65.76 after the company's fourth-quarter outlook came in well below Wall Street expectations. According to CNBC, it was the stock's worst day since the 1970s. Intel had closed at $92.07 on Thursday, right before it posted its third-quarter 2026 results. Oddly enough, the quarter itself was a good one. Revenue came in at $16.5 billion, up 21% year over year, and adjusted EPS of $0.52 easily beat the roughly $0.40 analysts were expecting. Data Center and AI revenue jumped 78% to $7.3 billion, while the Client Computing Group slipped 5% to $8.1 billion.

Investors, however, were looking at Q4. Intel expects revenue between $15 billion and $16 billion, against a consensus of around $17 billion, with adjusted EPS of just $0.25. Non-GAAP gross margin is also expected to fall to about 38% from 44% in Q3. Part of the shortfall comes from a plant shutdown in Israel. CFO David Zinsner said Intel sees "the PC slowdown continuing at least through the first half of next year." On the earnings call, the company said it expects the PC market to shrink by about 12% in units this year, and it reportedly sees another 10% decline in 2027.

A lot of information relating to Intel Nova Lake-S has emerged leading up to the official launch in early 2027, including official information from Intel detailing the Nova Lake architecture and a recent benchmark leak that promised significant single-thread performance improvements on a 28-core Nova Lake-S part. However, a recent leak out of @Haze2K1 on X, shared by VideoCardz, purports that the real-world performance improvements for Intel's Nova Lake desktop CPUs are in the double digit range.

While the leaker has been around for a while, there is no guarantee that this information is accurate, since the only cited source is "circulating chatter," however, the claim is that Intel's Nova Lake will outperform comparable last-generation Arrow Lake CPUs by 8-17% in raw single-thread performance, 15% in general-purpose workloads, and up to 20% in gaming. There is some nuance to these claims, with the 17% improvement figure exclusive to the higher-end CPUs that feature bLLC, while the 17% boost allegedly comes from the implementation of Intel's new Advanced Performance Extensions.

Intel's global foundry operations are crucial to the company's revenue generation, and impacting any part of the supply chain directly harms the business. When explosions occurred at Fab 28 in Kiryat Gat, Israel, Intel's operations there briefly halted 10 nm node production for two weeks. During this time, the assessment of both equipment and production output is estimated to result in about $300 million of lost revenue in the upcoming Q4 2026, as well as another $300 million in Q1 2027. Just two weeks of downtime has destroyed a massive amount of 10 nm wafers that Fab 28 has been manufacturing.

Intel CFO David ZinsnerWe have been shut down for about two weeks. We feel like we are going to be starting up production here by the end of this week. While we are doing that, we are trying to assess all the wafers that are in the line and what is usable and what is not usable from those materials. This is somewhat of an early assessment, both really of 4Q and of 1Q. But I think the current thinking is that we will have about a $300 million impact to the fourth quarter. That is likely to be similar in the first quarter.

FromSoftware has officially pushed The Duskbloods, its multiplayer action game made exclusively for the Nintendo Switch 2, out of 2026. In a post on the game's official X account, the studio said development is at the "final adjustment stage" and that the launch window now moves to 2027. There's no date or even a quarter attached to the new window, so it could land anywhere next year. FromSoftware also apologized to players who have been waiting for the game.

In a follow-up post, the studio said the August network test showed strong interest in the game's combat and strategic depth, and that the extra time will go toward final tweaks to game rules and balancing. That closed test ran from August 21 to 23 and got off to a rough start, as server issues forced FromSoftware to end the first session early. Interestingly, more players applied for it than for the Elden Ring Nightreign test, despite the game being tied to a single platform.

Late last month, we learned that SK hynix-owned NAND Flash maker Solidigm has been considering expanding its manufacturing business to the United States. According to Bloomberg, the company is contemplating a massive $45 billion investment. However, before deciding on that, Solidigm aims to get approval from the U.S. government to send equipment to its fabs in Dalian, China, so it can continue funding expansion in the United States. As a reminder, obtaining some chipmaking equipment in China requires U.S. government approval, meaning the company is putting things on hold pending regulatory approval.

Currently, Solidigm operates Fab 1 in Dalian, China, and has accelerated the construction of Fab 2 nearby. This expansion aims to increase production by 50% by 2027 to meet the rising demand for NAND Flash. Solidigm owns and operates this facility, marking a resumption of expansion in mainland China after a four-year project freeze. At present, Solidigm produces about 100,000 wafers per month of NAND Flash, so a 50% increase by 2027 would boost production to approximately 150,000 wafers per month.

Samsung Electronics today reported financial results for the third quarter ended Sept. 30, 2026. The Company posted KRW 195.3 trillion in consolidated revenue, another all-time quarterly high, representing a quarter-on-quarter (QoQ) increase of 14%. Operating profit reached KRW 107.4 trillion, making Samsung Electronics the world's first tech company to exceed KRW 100 trillion in quarterly operating profit.

The Device Solutions (DS) Division posted a QoQ sales increase of 15%, with the Memory Business setting an all-time high for quarterly revenue and operating profit, as semiconductor demand is set to remain robust. The Device eXperience (DX) Division posted a QoQ revenue increase of 8% and recorded an operating loss of KRW 0.8 trillion.

Apple's newly unveiled MacBook Pro with PROLED XDR Display marks a significant milestone in the evolution of MacBook display technology and user experience, becoming the first model in the lineup to feature a tandem OLED touchscreen. TrendForce estimates that shipments of the new model will reach 1.2-1.5 million units in 2027. Apple's entry into the OLED notebook market is also providing fresh impetus for panel makers to accelerate the development of advanced display technologies.

However, TrendForce notes that the new MacBook Pro's premium starting price of US$2,899 for the 14-inch model, coupled with its initial availability alongside existing Mini-LED models, could temper near-term replacement demand.

SK hynix reported its latest Q3 2026 quarterly results with a record $78.129 billion in net revenue. However, the company also shared a market outlook, highlighting its long-term supply agreements and plans for expansion with new fab capacity and facilities under construction. For the consumer market, the outlook is grim as SK hynix expects memory demand to continue outpacing supply through 2030. The main supply constraint is the complexity of leading-edge semiconductor nodes and the lengthy lead times for fab construction, which take years to translate into regular mass production volumes.

Despite sustained demand, pricing is also on an upward trajectory, with the average selling price of memory modules in Q3 increasing by over 20% compared to Q2. This is concerning, as it suggests that the prices of consumer electronics devices might jump by more than 20% once memory inventory is depleted. Although SK hynix expects a decrease in PC and smartphone shipments, this will be offset by a strong rollout of AI data centers. About 14 major customers, including most hyperscalers, have signed 5-year long-term agreements, which will account for over 50% of total capacity sold for 2027 and 2028.