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TSMC to Start 3 nm Node Production This Year

Taiwan Semiconductor Manufacturing Company (TSMC), the leading provider of semiconductors, is supposed to start 3 nm node production this year. While Samsung, one of the top three leading semiconductor foundries, has been struggling with the pandemic and delayed its 3 nm node for 2022, TSMC has managed to deliver it this year. According to a report, the Taiwanese semiconductor giant is preparing the 3 nm node for the second half of this year, with the correct date of high-volume product unknown. The expected wafer capacity for the new node is supposed to be around 30,000 wafers per month, with capacity expansion expected to hit around 105,000 wafers per month in 2023. This is similar to 5 nm's current numbers of 105,000 wafers per month output, which was 90,000 just a few months ago in Q4 2020. One of the biggest customers of the upcoming 3 nm node is Apple.

Apple M1 Processor Manages to Mine Ethereum

Ethereum mining has been a crazy ride over the years. In recent times, it has become very popular due to a huge surge in Ethereum prices, following those of the main coin currently present on the market - Bitcoin. However, Ethereum miners use a customized PC stocked with many graphics cards to mine the Ethereum coin. Any other alternative is not viable and graphics cards have a high hash rate of the KECCAK-256 hashing algorithm. But have you ever wondered could you mine Ethereum on your shiny new Apple M1-equipped Mac? Our guess is no, however, there are still some people making experiments with the new Apple M1 processor and testing its capabilities.

Software engineer Yifan Gu, working for Zensors, has found a way to use Apple's M1 GPU to mine Ethereum. Mr. Gu has ported Ethminer utility to Apple's macOS for Apple Silicon and has managed to get GPU mining the coins. While technically it was possible, the results were rather poor. The integrated GPU has managed to get only 2 MH/s of mining power, which is rather low compared to alternatives (desktop GPUs). Being possible doesn't mean it is a good idea. The software will consume all of the GPU power and it will limit your work with the GPU, so it isn't exactly a profitable solution.

Apple Subpoenas Valve for Steam's Data on 346 Games

Apple and Epic Games have had quite a turbulent history of legal issues in the past year. Fortnite, the world's biggest battle royale game, got removed from the Apple store because its developer, Epic Games, had refused to comply to store rules. If a developer is listing a game on the Apple store, all in-game payments must be processed through Apple, with the company taking a 30% tax cut for it. Epic Games didn't like that idea too much, so the company just used an external system that gave players the option to pay for in-game goods using different ways. However, that represented non-compliance to Apple store guidelines, and Apple took the Fortnite game down.


Update February 26th 07:50 UTC: In the court hearing on Wednesday, U.S. Magistrate Judge Thomas S. Hixson ordered that Apple's subpoena was considered valid. Valve's lawyers urged the judge to not force the company to produce the requested data, however, Apple's lawyers have said that the request is doable and the company is only requesting data on a few hundred games, and it could have been worse by requesting data on over 30000 games instead.

Gartner Says Worldwide Smartphone Sales Declined 5% in Fourth Quarter of 2020

Global sales of smartphones to end users declined 5.4% in the fourth quarter of 2020, according to Gartner, Inc. Smartphone sales declined 12.5% in full year 2020.

"The sales of more 5G smartphones and lower-to-mid-tier smartphones minimized the market decline in the fourth quarter of 2020," said Anshul Gupta, senior research director at Gartner. "Even as consumers remained cautious in their spending and held off on some discretionary purchases, 5G smartphones and pro-camera features encouraged some end users to purchase new smartphones or upgrade their current smartphones in the quarter."

Alleged Apple M1X Processor Specifications Leaked Again

Apple impressed everyone with the launch of their M1 processor last year and it would appear they are preparing to do it again with an upgraded version named the M1X for the 2021 Mac lineup. The Apple M1X will reportedly include an upgraded 12-core CPU consisting of eight Firestorm performance cores and four Icestorm power-efficiency cores compared to the 8-core 4+4 configuration of the M1. The M1X GPU is rumored to include an even greater upgrade with 16 cores and 256 execution units which is exactly double then found on the M1 CPU. The chip will also include an increased TDP of 35 W - 45 W and will double the maximum RAM configuration to 32 GB. This information is not official so take it with a heavy dose of skepticism, the Apple M1X is expected to be announced by Apple in the coming months and will likely power the 2021 MacBook Pro 14, MacBook Pro 16, and 27" iMac.

Epic Games Files EU Antitrust Complaint Against Apple

Epic Games today announced it has filed an antitrust complaint against Apple in the European Union (EU), expanding the company's fight to advance fairer digital platform practices for developers and consumers. The complaint, filed with the European Commission's Directorate-General for Competition, alleges that through a series of carefully designed anti-competitive restrictions, Apple has not just harmed but completely eliminated competition in app distribution and payment processes. Apple uses its control of the iOS ecosystem to benefit itself while blocking competitors and its conduct is an abuse of a dominant position and in breach of EU competition law.

The complaint complements legal processes already underway in both the US and Australia, as well as Epic's recent filing before the UK's Competition Appeal Tribunal. "What's at stake here is the very future of mobile platforms." Epic Games founder and CEO Tim Sweeney said today. "Consumers have the right to install apps from sources of their choosing and developers have the right to compete in a fair marketplace. We will not stand idly by and allow Apple to use its platform dominance to control what should be a level digital playing field. It's bad for consumers, who are paying inflated prices due to the complete lack of competition among stores and in-app payment processing. And it's bad for developers, whose very livelihoods often hinge on Apple's complete discretion as to who to allow on the iOS platform, and on which terms."

Bitcoin Breaks $50,000 Barrier, Hitting the Highest Value Ever

Cryptocurrency has in the past few years gained a lot of popularity, mostly fueled by Bitcoin's rapid growth and its massive price increasing over time. Today, Bitcoin, the world's leading cryptocurrency, has managed to make history and broke the record of 50,000 USD. As of now, on February 17th at 07:00 UTC, Bitcoin has reached 50,452.60 USD value. What is driving the price up you must wonder? It is the market adoption of the currency. Tesla Inc. has invested 1.5 billion USD in Bitcoin as it intends to accept it as payment for its products. Next up is Mastercard, which is preparing to support cryptocurrency on its network. In addition to Mastercard, Apple is also preparing its services for cryptocurrency payments. Right now, the market cap of Bitcoin is $935,359,977,182 at the time of writing, just shy of one trillion USD.

Apple is Reportedly Working with TSMC on a Special Micro OLED Panel Technology

OLED panes are expertise areas of display makers such as LG and Samsung, however, when it comes to Apple, they have to rely on external manufacturers to make a display. For years Apple has been contracting LG and Samsung to make the display for iPhones and Macs, but it looks like Apple is now collaborating with another firm to develop micro OLED technology. According to sources over at Nikkei Asia, Apple is collaborating with Taiwan Semiconductor Manufacturing Company (TSMC) to develop "ultra-advanced display technology at a secretive facility in Taiwan". Despite TSMC not being the traditional choice for panel manufacturing, there is a list of reasons why Apple chose its years-long partner to work with.

TSMC is known for manufacturing silicon chips, however, Apple envisions that the Taiwan maker will manufacture ultra-advanced micro OLED technology using wafers. Building the displays using wafers will result in much lower power consumption and far lower size. Why is this approach necessary you might wonder? Well, Apple is developing a new generation of AR glasses and there needs to be a solid display technology for them to exist. It is reported that the new micro OLED displays are under development and are about one inch in diameter. The source also adds that this is just one out of two projects being worked on inside of Apple's secretive labs located in the Taiwanese city of Taoyuan. What is the other project remains a mystery, however, with more time we could get information on that as well.

Apple's Rumored Mixed-Reality Headset To Include Dual 8K Displays & Cost 3,000 USD

Apple has been rumored to be working on a mixed-reality device for some time now, expected to launch in 2022 and target the premium market. We have recently received information from a source with direct knowledge of the device who claims the new headset will feature dual 8K displays, eye tracking, inside out tracking, and swappable headbands. The report details a late-stage prototype device with a sleek curved visor design attached to the head with interchangeable headbands that offer features like spatial audio and extra battery.

The device would not include any traditional controllers instead relying on inputs such as eye movement, and hand gestures, or a physical finger ring device. The headset would include limited augmented reality features such as pass-through video from the over dozen cameras mounted on the device. The report also corroborates previous reports with an estimated price of 3,000 USD launching in 2022 and targeting first-year sales of 250,000 units before releasing a more advanced AR device in 2023.

Samsung Exynos SoC with AMD RDNA GPU Destroys Competition, Apple 14 Bionic SoC Kneels

Some time ago, Samsung and AMD announced that they will be building a mobile processor that utilizes AMD RDNA architecture for graphics processing. Samsung is readying its Exynos 2100 SoC and today we get to see its performance results in the first leaked benchmark. The new SoC design has been put through a series of GPU-only benchmarks that stress just the AMD RDNA GPU. Firstly there is Manhattan 3 benchmark where the Exynos SoC scored 181.8 FPS. Secondly, the GPU has scored 138.25 FPS in Aztek Normal and 58 FPS in Aztek High. If we compare those results to the Apple A14 Bionic chip, which scored 146.4 FPS in Manhattan 3, 79.8 FPS in Aztek Normal, and 30.5 FPS in Aztek High, the Exynos design is faster anywhere from 25% to 100%. Of course, given that this is only a leak, all information should be taken with a grain of salt.

Apple Reports First Quarter Results

Apple today announced financial results for its fiscal 2021 first quarter ended December 26, 2020. The Company posted all-time record revenue of $111.4 billion, up 21 percent year over year, and quarterly earnings per diluted share of $1.68, up 35 percent. International sales accounted for 64 percent of the quarter's revenue.

"This quarter for Apple wouldn't have been possible without the tireless and innovative work of every Apple team member worldwide," said Tim Cook, Apple's CEO. "We're gratified by the enthusiastic customer response to the unmatched line of cutting-edge products that we delivered across a historic holiday season. We are also focused on how we can help the communities we're a part of build back strongly and equitably, through efforts like our Racial Equity and Justice Initiative as well as our multi-year commitment to invest $350 billion throughout the United States."

Apple Patents Multi-Level Hybrid Memory Subsystem

Apple has today patented a new approach to how it uses memory in the System-on-Chip (SoC) subsystem. With the announcement of the M1 processor, Apple has switched away from the traditional Intel-supplied chips and transitioned into a fully custom SoC design called Apple Silicon. The new designs have to integrate every component like the Arm CPU and a custom GPU. Both of these processors need good memory access, and Apple has figured out a solution to the problem of having both the CPU and the GPU accessing the same pool of memory. The so-called UMA (unified memory access) represents a bottleneck because both processors share the bandwidth and the total memory capacity, which would leave one processor starving in some scenarios.

Apple has patented a design that aims to solve this problem by combining high-bandwidth cache DRAM as well as high-capacity main DRAM. "With two types of DRAM forming the memory system, one of which may be optimized for bandwidth and the other of which may be optimized for capacity, the goals of bandwidth increase and capacity increase may both be realized, in some embodiments," says the patent, " to implement energy efficiency improvements, which may provide a highly energy-efficient memory solution that is also high performance and high bandwidth." The patent got filed way back in 2016 and it means that we could start seeing this technology in the future Apple Silicon designs, following the M1 chip.

Update 21:14 UTC: We have been reached out by Mr. Kerry Creeron, an attorney with the firm of Banner & Witcoff, who provided us with additional insights about the patent. Mr. Creeron has provided us with his personal commentary about it, and you can find Mr. Creeron's quote below.

TSMC to Put Away More Capacity for Automotive Industry if Possible

TSMC is one of the world's biggest semiconductor manufacturers, and the company is currently the leading provider of the newest technologies like 5 nm and 3 nm, along with advanced packaging. So far, TSMC's biggest customers have included Apple, NVIDIA, AMD, etc., where the company has mainly produced chips for mobile phones and PCs/Servers. However, Taiwan's Economics Ministry has announced that they have spoken to TSMC and have reached an agreement that the company will be putting away some additional capacity for the automotive industry, specifically for the production of automotive chips. The reason for this push is the increasing shortage of semiconductors for automakers, experienced due to the Trump administration sanctions against key Chinese chip factories.

TSMC has stated that "Other than continuously maximizing utilization of our existing capacity, Dr. Wei also confirmed in our investors' conference that we are working with customers closely and moving some of their mature nodes to more advanced nodes, where we have a better capacity to support them". The company also states that their capacities are fully utilized for now, however, TSMC has ensured ministry that "if production can be increased by optimizing production capacity, it will cooperate with the government to regard automotive chips as a primary application." That means that TSMC will not decrease any existing capacity, but rather just evaluate any increased capacity for automotive chip production.

Apple Reportedly Developing VR & AR Headsets For Launch in 2022 & 2023

Apple is reportedly developing an initial VR headset as a precursor to their eventual AR glasses. The upcoming VR headset will be a niche expensive product that may only be distributed through Apple's first-party stores and will cost considerably more than competing products from Oculus, Sony, and HTC. The headset will feature custom Apple silicon more powerful than their current M1 processor and include limited AR abilities. Apple had previously planned to develop a device that would harness the processing power of a user's mobile device but has since switched to a standalone solution which has increased complexity. The Apple VR headset codenamed N301 is currently in a late prototype stage and may be announced sometime in 2022, if this timeline holds then Apple may announce their AR glasses the next year in 2023.

Linux Gets Ported to Apple's M1-Based Devices

When Apple introduces its lineup of devices based on the custom Apple Silicon, many people have thought that it represents the end for any further device customization and that Apple is effectively locking-up the ecosystem even more. That is not the case we have today. Usually, developers working on Macs are always in need of another operating system to test their software and try it out. It means that they have to run some virtualization software like virtual machines to test another OS like Linux and possibly Windows. However, it would be a lot easier if they could just boot that OS directly on the device and that is exactly why we are here today.

Researchers from Corellium, a startup company based in Florida, working on ARM device virtualization, have pulled off an incredible feat. They have managed to get Linux running on Apple's M1 custom silicon based devices. The CTO of Corellium, Mr. Chris Wade, has announced that Linux is now fully usable on M1 silicon. The port can take full advantage of the CPU, however, there is no GPU acceleration for now, and graphics are set to the software rendering mode. Corellium also promises to take the changes it made upstream to the Linux kernel itself, meaning open-source and permissive license model. Below you can find an image of Apple M1 Mac Mini running the latest Ubuntu OS build.

Apple MacBook Pro (2017) Suffers from Widespread Retina Display Flaw

Apple MacBook Pro 2017 models are susceptible to a similar display flaw as the "Stage Light" or "Flexgate" issue found in the 2016 models. Our mid-2017 MacBook Pro with Touch Bar, which features a 13-inch LED-backlit LCD Retina Display, is exhibiting similar symptoms to the 2016 models, which forced Apple to run a "Display Backlight Service Program" fixing the flaw for free. Unfortunately, the program does not cover 2017 (or later) models. The "Stage Light" flaw, observed in the 2016 model, can be described as a dark horizontal band that appears along the bottom edge of the display with individual LEDs casting a light similar in shape to those of theater stages.

The 2017 MacBook Pro model appears to routinely start failing on the bottom edge of the screen with a soft gray bar appearing. This flaw appears thin on a cold-booted device, and spreads over time with use, as the device heats up. It dissipates as you power the MacBook down or close the lid for a while. The band distorts all content in the region of the display that it affects, including the macOS Dock, and vertically-scrolling content such as web-pages or text documents, and can be particularly bad for content creators working on tasks that are sensitive to display quality, such as Photoshop. Apparently, a small PCB located near the base of the display panel, which handles connectivity of the display with the mainboard, heats up over time, causing the LED backlit film to distort or the display controller PCB to malfunction.

Qualcomm Reportedly Developing Apple M1 Competitor Dubbed Snapdragon SC8280

Qualcomm is no stranger to developing ARM-based computer processors having released the Snapdragon 8cx and more recently the 8cx Gen 2, however they pale in comparison to Apple's recently releases 5 nm M1 chip. Qualcomm has acknowledged that Apple's latest silicon is a sign of where the future of computing is going and it would seem they have been preparing a competitor. In a new report from WinFuture it is revealed that Qualcomm has been developing a new SOC with internal model number SC8280 as a successor to the 8cx Gen 2.

The Qualcomm Snapdragon SC8280 was found in two configurations one with 8 GB of LPDDR5 RAM while the other was coupled with 32 GB of LPDDR4X memory. This is double what Apple offers with the M1 chip which is only available in 8 GB and 16 GB LPDDR4X configurations. The chip has also seen a 13% die size increase coming in at 20 mm x 17 mm up from the 20 mm x 15 mm on the 8cx Gen 2. This new processor is still under development and it is yet to been seen how it will compare with the M1 or the rumored 12-core Apple processor.

Shipped Pre-built PC Systems See 13% Rise in Sales in 2020 Compared to 2019

The International Data Corporation (IDC) has revealed PC shipping growth numbers for 2020 - counting desktops, notebooks (including Chromebooks) and workstations (but excluding laptops and servers), and the results are clear. In a currently-pandemic world, and with the urge and necessity for teleworking efforts so as to reduce personal exposure to risk environments, we've seen an unprecedented demand for technological components. Whether in shortages for the latest "comfort" technologies such as dedicated graphics cards, latest-gen consoles, or even webcams, it's been clear that citizens of the world have been increasingly investing their money in technological devices. This need - either for work, for bridging social distances through the Internet, or for entertainment - has led the pre-built PC ecosystem shipments to increase as much as 13% in 2020 - and a global shipment number set at 302.6 million units.

This year-over-year (YoY) increase is bolstered, mainly, by rises in sales throughout Q4 of 2020, where global PC shipments achieved an outstanding 26% increase from Q4 2019 - in the fourth quarter of 2020 alone, 91.6 million units were shipped. In that particular quarter, Lenovo led the top three vendors with a 25.2% share of the sales, followed by HP (20.9%) and Dell (17.2%). Apple appears in fourth place with a mere 8% market share, but shows the strongest growth among the top 5 sellers, at 49.2% YoY - and that's with Apple's comparatively small product portfolio when put against any of the other top three vendors.

Apple M1 & A14 Die Shot Comparison Shows Differences in SoC Design

When Apple first announced the M1, questions arose about the differences between it and the A14 chip which both share many architectural features and are both manufactured on TSMC's 5 nm process. Semiconductor analysis firm TechInsights has recently published die photos of the two processors and a summary of the changes.

The M1 features four high-performance Firestorm cores and four energy-efficient IceStorm cores for a total of eight CPU cores. The A14 only features six CPU cores with two high-performance Firestorm cores and four energy-efficient IceStorm cores. The M1 includes doubles the amount of GPU cores and DDR interfaces then found on the A14. The M1 also incorporates silicon not found on the A14 including the Apple T2 security processor and other controllers. These additions result in a die size 37% larger than the A14.

TSMC Ends Its Volume Discounts For the Biggest Customers, Could Drive Product Prices Up

Taiwan Semiconductor Manufacturing Company (TSMC), one of the largest semiconductor manufacturers in the world, is reportedly ending its volume discounts. The company is the maker of the currently smallest manufacturing nodes, like 7 nm and 5 nm. For its biggest customers, TSMC used to offer a discount - when you purchase 10s or 100s of thousands of 300 mm (12-inch) wafers per month, the company will give you a deal of a 3% price decrease per wafer, meaning that the customer is taking a higher margin off a product it sells. Many of the customers, like Apple, NVIDIA, and AMD, were a part of this deal.

Today, thanks to a report from the Taiwanese Central News Agency, TSMC is terminating this type of discount. Now, every customer will pay full price for the wafer, without any exceptions. For now, it is unclear what drove that decision at TSMC's headquarters, but the only thing that we could think is that the demand is too high to keep up with the discounts and the margins are possibly lower. What this means for consumers is a possible price increase in products that are manufactured at TSMC's facilities. The consumer market is already at a drought of new PC components like CPUs and GPUs due to high demand and scalping. This could contribute a bit to the issue, however, we do not expect it to be of any major significance.

Apple Introduces AirPods Max, the Magic of AirPods in a Stunning Over-ear Design

Apple today announced AirPods Max, innovative wireless headphones that bring the magic of AirPods to an over-ear design with high-fidelity sound. AirPods Max combine a custom acoustic design, H1 chips, and advanced software to power computational audio for a breakthrough listening experience with Adaptive EQ, Active Noise Cancellation, Transparency mode, and spatial audio. AirPods Max come in five gorgeous colors, including space gray, silver, sky blue, green, and pink, and are available to order starting today, with availability beginning Tuesday, December 15.

"AirPods are the most popular headphones in the world, beloved for their effortless setup, incredible sound quality, and iconic design. With AirPods Max, we are bringing that magical AirPods experience to a stunning over-ear design with high-fidelity audio," said Greg Joswiak, Apple's senior vice president of Worldwide Marketing. "The custom acoustic design, combined with powerful H1 chips, and advanced software enable AirPods Max to use computational audio to wirelessly deliver the ultimate personal listening experience."

Riding on the Success of the M1, Apple Readies 32-core Chip for High-end Macs

Apple's M1 SoC is possibly the year's biggest semiconductor success story, as the chip has helped Apple begin its transition away from Intel's x86 machine architecture, and create its own silicon that's optimized for its software and devices; much like its A-series SoCs powering iOS devices. The company now plans to scale up this silicon with a new 32-core version designed for high-performance Mac devices, such as the fastest MacBook Pro models; and possibly even iMac Pros and Mac Pros. The new silicon could debut in a new-generation Mac Pro in 2022. Bloomberg reports that the new silicon will allow this workstation to be half the size of the current-gen Mac Pro workstation in form, while letting Apple keep its generational performance growth trajectory.

In addition, Apple is reportedly developing a 16-core "big" + 4 "small" core version of the M1, which could power more middle-of-the-market Macs, such as the iMac desktop, and the bulk of the MacBook Pro lineup. The 16B+4s core chip could debut as early as Spring 2021. Elsewhere, the company is reportedly stepping up efforts to develop its own high-end professional-visualization GPU that it can use in its iMac Pro and Mac Pro workstations, replacing the AMD Radeon Pro solutions found in the current generation. This graphics architecture will be built from the ground-up for the Metal 3D graphics API, as well as a parallel compute accelerator. Perhaps the 2022 debut of the Arm-powered Mac Pro could feature this GPU.

TSMC Completes Its Latest 3 nm Factory, Mass Production in 2022

They say that it is hard to keep up with Moore's Law, however, for the folks over at Taiwan Semiconductor Manufacturing Company (TSMC), that doesn't seem to represent any kind of a problem. Today, to confirm that TSMC is one of the last warriors for the life of Moore's Law, we have information that the company has completed building its manufacturing facility for the next-generation 3 nm semiconductor node. Located in Southern Taiwan Science Park near Tainan, TSMC is expecting to start high-volume manufacturing of the 3 nm node in that Fab in the second half of 2022. As always, one of the first customers expected is Apple.

Estimated to cost an amazing 19.5 billion US Dollars, the Fab is expected to have an output of 55,000 300 mm (12-inch) wafers per month. Given that the regular facilities of TSMC exceed the capacity of over 100K wafers per month, this new facility is expected to increase the capacity over time and possibly reach the 100K level. The new 3 nm node is going to use the FinFET technology and will deliver a 15% performance gain over the previous 5 nm node, with 30% decreased power use and up to 70% density increase. Of course, all of those factors will depend on a specific design.

Intel to Keep Its Number One Semiconductor Supplier Ranking in 2020: IC Insights

IC Insights' November Update to the 2020 McClean Report, released later this month, includes a discussion of the forecasted top-25 semiconductor suppliers in 2020. This research bulletin covers the expected top-15 2020 semiconductor suppliers (Figure 1).

The November Update also includes a detailed five-year forecast through 2024 of the IC market by product type (including dollar volume, unit shipments, and average selling price) and a forecast of the major semiconductor industry capital spenders for 2020. A five-year outlook for total semiconductor industry capital spending is also provided.

Alleged Apple M1X Processor Specifications Surface

Apple's silicon design team has recently launched its "fastest" CPU core ever, found inside the company's M1 processor designed for laptops and mini-PCs. Featuring an eight-core processor, where four cores are represented by low power small configurations, and four big, high-performance design cores, the M1 processor proved to be extremely fast. However, the Apple Silicon processor doesn't seem to cover anything higher than the 13-inch MacBook Pro. And that is about to change. When it comes to higher-end models like the 16-inch MacBook Pro, which provides more cooling area, it is logical that the processor for those designs is a higher performance design.

Enter the world of the Apple M1X processor. Designed for high-end laptops and the most demanding workloads, the new processor aims to create a new performance level. Featuring a 12-core CPU with eight big and four small cores, the M1X processor is going to deliver much better performance than M1. The graphics and memory configuration are currently unknown, so we have to wait and see how it will look like. The M1X is set to arrive sometime in Q1 of 2021, according to the source of the leak, so be patient and remember to take this information with a grain of salt.
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