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China's Semiconductor Equipment Spending to Decline in 2025, First Decline in Recent Years

China's dominance in semiconductor equipment procurement is expected to face its first setback since 2021, with spending projected to decrease from $41 billion to $38 billion in 2025, according to semiconductor research firm TechInsights. This 6% decline marks a significant shift for the world's largest buyer of wafer fabrication equipment, whose purchases represented 40% of global sales in 2024. The downturn reflects mounting pressures from both market dynamics and geopolitical constraints. US export controls targeting advanced semiconductor capabilities have intensified while domestic chipmakers grapple with overcapacity in mature node segments. SMIC, China's leading foundry, has already signaled concerns about oversupply risks in this sector, where Chinese manufacturers have rapidly expanded their market share against Taiwanese competitors.

Despite these headwinds, Chinese equipment manufacturers have notably advanced domestic capability development. Naura Technology Group has emerged as the seventh-largest global equipment manufacturer, while AMEC continues to expand its international presence. However, critical gaps persist in China's semiconductor equipment ecosystem, particularly in lithography systems, where dependence on foreign suppliers like ASML remains high. TechInsights data reveals that Chinese companies supplied only 17% of testing tools and 10% of domestic assembly equipment in 2023. The spending reduction comes after a period of aggressive stockpiling prompted by US sanctions to limit Beijing's access to advanced chipmaking capabilities, especially those applicable to artificial intelligence and military applications. However, Chinese manufacturers have demonstrated resilience, with SMIC and Huawei successfully producing advanced chips through alternative, albeit more costly, manufacturing methods.

Colorful Teases New CVN Series X870 Mainboard Design, with Unique On/Off GPU Removal System

Late last week, Colorful Technology revealed a brand-new series of "CVN" motherboards—the manufacturer's Bilibili account hinted at an upcoming launch and uploaded three highly-stylized promotional images. As reported by ITHome, Colorful's debut AMD X870 chipset-based board will be: "equipped with Colorful's first-generation graphics card quick-release device." Western press outlets have covered the functional validity of similar systems in recent times, but Colorful's teaser seems to be poking fun at a rival's current predicament. The incoming CVN X870 series will sport a unique selling point; its GPU removal system features an "ON or OFF" switch. Colorful advertises this proprietary design as being "really safe."

CVN X870 or X870E product pages have not appeared online, but ITHome reckons that this new range will sit in-between Colorful's familiar iGame and Tomahawk motherboard lines. The intended target audience appears to be "mainstream DIY" builders. According to one of the teaser images, Colorful reckons that its silver/white-tinted CVN X870 boards will "live up to expectations." The Chinese manufacturer has devised a new "Frost Armor" structure that covers a board's VRM sections—sporting "composite heat dissipation grooves and heat pipes." Lower-end CVN B840 and B850 models could be in the pipeline, but Colorful is likely testing the waters with its initial launch of X870-equipped fare.

AMD Radeon RX 7650 GRE Is Actually "Great Radeon Edition," Not "Golden Rabbit Edition"

AMD's China customers are now surprised by AMD's claim that the Radeon RX 7650's "GRE" nomenclature actually translates into "Great Radeon Edition" and not into "Golden Rabbit Edition" as we had previously thought. The Radeon RX 7900 GRE was the first "GRE" GPU to debut in the Chinese market. Back in 2023, China celebrated the Year of the Golden Rabbit; hence, AMD made a reference to that and named its GPUs appropriately to appeal to Chinese gamers. However, with 2025 being the year of the snake, AMD decided to just find a new meaning for its GRE branding instead of replacing it altogether. Now, AMD's official documents point to AMD Radeon RX 7650 Great Radeon Edition (GRE).

As a reminder, this RX 7650 GRE "great" SKU carries a Navi 33 GPU with 32 CUs translating into 2048 SPs. Clocked at 2.69 GHz, its 8 GB GDDR6 memory configuration positions it in the low-middle-class gaming segment. Scheduled for a launch in February, it will be priced at 2,099 RMB or 287 USD at the time of writing.

AMD Radeon RX 7650 GRE Custom Models Launched in China

Mid-way through January, insider sources reckoned that AMD's China-exclusive Radeon RX 6750 GRE 10 GB GPU was on the way out—a rumored successor was seemingly in line to replace this popular budget-friendly RDNA 2-based model. According to VideoCardz, Team Red's latest "Golden Rabbit Edition" design has launched—exclusively for a China-based buying audience. Team Red and its local board partners have produced a plethora of Radeon RX 7650 GRE 8 GB custom models—reports suggest that a reference model (MBA) does not exist. Several manufacturers have models readied for launch, including: ASRock, ASUS, PowerColor, Sapphire, Yeston and VASTARMOR. Official MSRP for the region is 2099 yuan (~$289 USD). In the West, original launch pricing for the Radeon RX 7600 was $269. The fancier Radeon RX 7600 XT was priced at $329 on day one.

Roughly a year ago, AMD decided against releasing its (RDNA 3) Radeon RX 7600 XT 16 GB GPU in China. Their Radeon RX 7600 (non-XT) 8 GB model did make it to China, but it was largely overshadowed by older tech—mainly Team Red's compellingly priced Radeon RX 6750 GRE 12 GB and 10 GB cards. Spec-wise, the Radeon RX 7650 GRE sits somewhere in-between its two "Hotpink Bonefish" Navi 33 siblings. All three cards share the same number of compute units (32 CUs), but differ in terms of boost clocks and thermal design power ratings. The GRE features a max. boost clock speed of 2695 MHz and a board TDP of 170 W—just a nudge over the Radeon RX 7600's 2655 MHz boost capability and 165 W board power rating. Both cards are frugal enough to rely on a single 8-pin power connector. By contrast, the hungrier 190 W TDP-rated Radeon RX 7600 XT sports two 8-pin inputs—this GPU can boost up to 2755 MHz. VideoCardz has kindly assembled a comparison chart (see below).

ASRock to Move Manufacturing Out of China Due to Trump's Tariffs

ASRock told PCMag it plans to move some of its production out of China. "We need time to shift the manufacturing of GPU cards and other products hit by the 10% tariff to different countries," they said. This week, the White House put a 10% tax on all Chinese imports to the US, this tax applies on top of any other taxes the US already had on certain Chinese goods. ASRock also said, "While we move from making things in China to making them elsewhere, we might take on some of the cost and raise prices a bit to show the higher costs." But they added, "It's not easy to raise prices because the market is still very competitive." ASRock also told PCMag that it already pays a 25% tax on its power supplies made in China. "For items like PSUs that already have an extra 25% tax, makers will keep doing what they've been doing," the company said.

If Trump administration doesn't follow through with his threats of huge tariffs against Taiwan, the PC gaming industry will primarily feel the effects on companies like ASRock and MSI (which makes its motherboards in Shenzhen, China). These are the component and peripheral makers that have part or all of their manufacturing processes in China. ASRock's announcement isn't a huge surprise, as we saw hints of this trend in late 2024 when PC Partner (second-biggest graphics card maker, producing PCBs for brands such as Inno3D and Zotac) moved its headquarters from China to Singapore. It will be no surprise if other top-tier brands such as GIGABYTE, MSI, and ASUS take similar actions sooner or later.

AMD Ryzen 5 7400F De-Lid Reveals Thermal Paste Instead of STIM

Priced at the equivalent of $116, the China-exclusive Ryzen 5 7400F is a 6-core/12-thread processor powered by the older "Zen 4" microarchitecture, but which is based on the "Raphael" MCM, giving it a comprehensive PCIe Gen 5 I/O (as opposed to designing such a chip based on the "Phoenix Point" monolithic silicon with its PCIe Gen 4 I/O). The chip benefits from the full 32 MB on-die L3 cache being enabled on the "Zen 4" CCD, besides the full 1 MB per core L2 cache, and that I/O, but misses out on the iGPU. At its price, the 7400F is attracting a segment of value-conscious gamers.

To bring this chip at its price point, AMD had to cut costs somewhere, and Chinese PC enthusiast "Melon Master" soon found out where. On de-lidding (removing IHS) of the Ryzen 5 7400F, it was found that the chip does not use a soldered TIM like the other Ryzen 7000 series "Raphael" processors, instead using more cost-effective thermal paste, as is common in entry-level chips from both AMD and Intel. Harukaze5719 comments that this could be the reason the chip has a fairly noticeable Cinebench R23 performance delta against the Ryzen 5 7500F that's globally available, and has STIM, but is priced at $145. The 7400F and 7500F share the same base frequency of 3.70 GHz, but while the former boosts up to 4.70 GHz, the latter goes all the way up to 5.00 GHz.

ZOTAC GeForce RTX 5090 SOLID OC on Auction in China, Apparently Sourced from S. Korea

A South Korea-based hardware enthusiast—Harukaze5719—has discovered a curious listing of ZOTAC's GeForce RTX 5090 SOLID OC model on a Chinese auction site (asking price: ~$4175 USD). This finding was shared with their audience, via a social media post—a screenshot was accompanied by harukaze5719's short and succinct message: "OMG..." Officially, NVIDIA and its board partners cater to the Chinese hardware market with a restricted variant of the flagship "Blackwell" GPU—GeForce RTX 5090D. Despite under-the-hood nerfing, this region-exclusive model still offers enviable performance (when pushed).

The "full fat" GeForce RTX 5090 GPU appears to be an even hotter commodity—with demand (at launch) exceeding far exceeding supply. ZOTAC's South Korean branch warned potential customers about difficult conditions almost two weeks ahead of Blackwell's market debut on January 30. Harukaze5719 has likely expressed semi-personal frustration over apparent South Korea market-destined ZOTAC stock turning up for sale in China. So-called "Chinese GPU shopping tourists" could have made the journey to a South Korean PC hardware store, with their sole objective being the acquisition of GeForce RTX 5090 graphics cards. Tom's Hardware has gathered various related tidbits from Japanese and Taiwanese news sources—where local TV coverage explored the events of last week's launch event.

Japan Will Tighten Control of Computer Chips and Quantum Tech Exports

Japan's central government will adjust its control over cutting-edge chips and quantum computer-related technology—a Japan Times news article proposes that new regulations will come into effect by the end of May. The report suggests that the nation's governing body is expanding its list of export-controlled items to include: "advanced chips, lithography equipment and cryo-coolers needed for the manufacture of quantum computers." The publication has gathered this information from revised foreign exchange laws. According to economy ministry officials, companies will be required to apply for external trade licenses—extra measures are being put in place to prevent the export of cutting-edge items to foreign military organizations. The updated terms are viewed as another step in tightening the supply of advanced semiconductor products to mainland China. Recent global events have paved the way for a new wave of AI chip-related restrictions.

Naturally, China has expressed concern regarding upcoming changes—they anticipate problems affecting supply chains and normal commercial exchanges between enterprises. According to the Japan Times report, the Ministry of Commerce in Beijing: "hopes Japan will make sure the measures don't hinder the economic and trade development between the two countries." The two nations have enjoyed a cordial semiconductor-centric trade relationship, skewed more in favor of Japan. Industry watchdogs believe that Chinese manufacturers have generated significant demand for Japanese-made production equipment. Japan's Ministry of Economy, Trade and Industry (METI) has updated its documents. According to the latest report, 42 new entities worldwide have been added to a list of: "foreign companies and organizations that would be subject to export oversight on any dual-use items. The additions come into effect on Feb. 5, it said. A total of around 110 Chinese companies, research institutions and other entities are on the list."

US Investigates Possible "Singapore" Loophole in China's Access to NVIDIA GPUs

Today, Bloomberg reported that the US government under Trump administration is probing whether Chinese AI company DeepSeek circumvented export restrictions to acquire advanced NVIDIA GPUs through Singaporean intermediaries. The investigation follows concerns that DeepSeek's AI model, R1—reportedly rivaling leading systems from OpenAI and Google—may have been trained using restricted hardware that is blocked from exporting to China. Singapore's role in NVIDIA's global sales has surged, with the nation accounting for 22% of the chipmaker's revenue in Q3 FY2025, up from 9% in Q3 FY2023. This spike coincides with tightened US export controls on AI chips to China, prompting speculation that Singapore serves as a pipe for Chinese firms to access high-end GPUs like the H100, which cannot be sold directly to China.

DeepSeek has not disclosed hardware details for R1 but revealed its earlier V3 model was trained using 2,048 H800 GPUs (2.8 million GPU hours), achieving efficiency surpassing Meta's Llama 3, which required 30.8 million GPU hours. Analysts suggest R1's performance implies even more powerful infrastructure, potentially involving restricted chips. US authorities, including the White House and FBI, are examining whether third parties in Singapore facilitated the transfer of controlled GPUs to DeepSeek. A well-known semiconductor analyst firm, SemiAnalysis, believes that DeepSeek acquired around 50,000 NVIDIA Hopper GPUs, which includes a mix of H100, H800, and H20. NVIDIA clarified that its reported Singapore revenue reflects "bill to" customer locations, not final destinations, stating most products are routed to the US or Western markets.

MSI B860 Motherboards Updated with Support for Chinese-made CXMT DDR5 Memory

ChangXin Memory Technology (CXMT) is playing catch up with competitors based in neighboring nations—as reported earlier today, this Chinese memory module manufacturer is making advancements in the field of commercial DDR5 products. Reports from the region suggest that a well-known motherboard manufacturer has embraced some of ChangXin new portfolio. According to a recent ITHome article, MSI has implemented a multitude of optimizations for new-ish Intel "Arrow Lake" Core Ultra Series 2 CPU-oriented motherboards—notably the MAG B860 TOMAHAWK WIFI, MAG B860M MORTAR WIFI, and PRO B860M-A WIFI models.

The publication provided evidence of MSI enabling transfer rates of 6800 MT/s across four engaged modules—a welcome step up from the usual twin-stick setup. ITHome also points out that the motherboard specialist has prepared a new BIOS version for B860 chipset mainboards: "specially optimized for the recently popular DDR5 domestic memory particles of ChangXin Storage, which undoubtedly gives the gaming community (in China) more choices." MSI appears to be the first major international vendor to enable support for CXMT's DDR5 modules—thus, representing a significant achievement for the Chinese memory industry.

AMD Ryzen 200 Series Utilizing FP8 Chip Package According to Lenovo China

Earlier in the month, AMD introduced multiple Ryzen 200 series CPU models—these mainstream laptop and desktop offerings are based on well established architectures. Team Red is once again treading familiar ground with its selection of "Hawk Point" hardware—featuring "Zen 4" CPU cores, as well as (RDNA 3) Radeon 700M series integrated graphics solutions. AMD's latest mild re-branding of existing designs—notably the Ryzen 8000 mobile APU series—are expected to arrive within the second quarter of 2025. Several of these "new" products will sport NPUs, but marketing/press material is surprisingly free of all things AI-related.

Yesterday, a Lenovo China product manager revealed that the entire Ryzen 200 product stack will adopt the FP8 chip package—formerly exclusive to the region-exclusive Ryzen 7 8745H APU. The Beijing-based company representative disclosed—via a Weibo blog post—that the incoming Ryzen 200 processor series will not use the "FP7 and FP7r2" formats. Additionally, they also introduced a previously unannounced SKU: "the FP8 package version of Ryzen 7 8745H will be launched in 2025 as Ryzen 7 255H." This model is likely another Chinese exclusive—the Weibo comment section provides further evidence of new Lenovo ThinkBook products being based on this Ryzen 7 255H. AMD's official listings have quietly confirmed that their Ryzen 200 series will be FP8-exclusive. Team Green is likely making matters easier for itself, by streamlining its packaging options for this affordable-tier of laptop-oriented chips.

China-exclusive Intel Core Ultra 5 230F Comes with Unique IHS Design

Intel tends to release exclusive desktop processor SKUs for the Chinese market, which tend to come with core configurations and other specs not found in regular SKUs available in the West. The latest such SKU is the Core Ultra 5 230F "Arrow Lake." This chip comes with a unique IHS (integrated heat spreader) design that sees the bulge over the die contracted to a corner. It still has the metal flanks that receive pressure from the socket's retention module. The chip is positioned a notch above the Core Ultra 5 225F, but with an identical core configuration of 6P+4E.

The China-exclusive Core Ultra 5 230F comes with clock speeds of 3.40 GHz base and 5.00 GHz boost for the P-cores, while its E-cores tick at 2.90 GHz base, and 4.40 GHz boost. In comparison, the generally available Core Ultra 5 225F does 3.30 GHz base and 4.90 GHz boost for the P-cores, and 2.70 GHz base with 4.40 GHz boost for the E-cores. Both the 230F and 225F lack integrated graphics. As non-K SKUs, both lack unlocked base frequency multipliers. Each of the six "Lion Cove" P-cores comes with 3 MB of dedicated L2 cache; while the sole "Skymont" E-core cluster shares 4 MB of L2 cache among its cores. The P-cores and E-core cluster share 20 MB of L3 cache. What's with the oddly shaped IHS? We have a theory. It's likely that the chip underneath has the same compact Compute tile as the "Arrow Lake-H" mobile processor, which physically only has 6P+8E cores and 24 MB of L3 cache. The modular nature of "Arrow Lake" also makes it possible for the Graphics tile to be physically absent on F-SKUs. We can't wait for someone to delid this chip.

The Empire Strikes Back: China Prepares One Trillion Yuan AI Plan to Rival $500 Billion US Stargate Project

A few days ago, we reported on the US reading a massive 500 billion US Dollar package called "Stargate Project" to build AI infrastructure on American soil. However, China is also planning to stay close behind, or even overlap the US in some areas, with a one trillion Yuan "AI Industry Development Action Plan". Translating into around 138 billion US Dollars at the time of writing, the Chinese AI plan is similar to the US Stargate project: develop AI infrastructure through data center expansion and AI accelerator scale-up. Unlike the Stargate project, led by private initiatives and OpenAI at the helm, the Chinese AI Industry Development Action Plan is an entirely state-sponsored initiative that will fund firms like Baidu, ByteDance, Alibaba, and DeepSeek with additional AI accelerators (or sanction-abiding GPUs) to create more advanced AI systems.

Over the past few days, DeepSeek, a branch of a Chinese hedge fund, has not only open-sourced its R1 reasoning model but made it entirely free to use for everyone. This has challenged moat of Western competitors like OpenAI, pushing its CEO Sam Altman to offer an O3-mini reasoning model for up to 100 queries per day for the ChatGPT Plus user tier. Not only did DeepSeek provide a model equally intelligent to OpenAI's best, but it also offered it completely free. This has stirred up the tech community quite a bit and showed that Chinese companies are not much behind Western competitors. With this AI action plan, the Chinese government wants to push its domestic AI makers even further ahead and allow them to overtake cutting-edge model development potentially. Of course, getting GPUs for these projects remains an intricate task, but with export control loopholes and domestic AI accelerator development, the AI arms race is picking up quite a bit.

NVIDIA GeForce RTX 5090D Overclocked to a Staggering 3.4 GHz and 34 Gbps Memory

Yes, the title is correct. One of NVIDIA's GeForce RTX 5090D "China" edition GPUs, not the regular RTX 5090, managed to run at 3.4 GHz under liquid nitrogen. With a staggering 575 W default TDP, Tony Yu, ASUS China's general manager, has performed physical modifications that allow the card to run up to 1000 W TDP. The RTX 5090D is a China-exclusive variant with virtually no difference from the regular RTX 5090, just limited general AI capability due to US export regulations. ASUS China used its top-end Astral OC variant for this stunt, which, as we proved in our review of the regular ASUS RTX 5090 Astral OC, has some pretty good chip binning, allowing the card to reach the highest overclock. We pushed the regular RTX 5090 Astral OC GPU on air to 3086 MHz, a +277 MHz over the stock boost setting. However, the RTX 5090D equivalent under LN2 manages to reach 3,390 MHz at peak loads, which is a +581 MHz difference.

For memory, the overclock is equally impressive with 34 Gbps. Regarding performance, the LN2-overclocked RTX 5090D surpassed stock performance by approximately 16%. During benchmark tests, the GPU outperformed multiple previous-generation graphics cards, including a dual RTX 3090 Ti configuration in Port Royal and a quad GTX 1080 Ti setup in Fire Strike. Power consumption figures indicate that 1,760 W was used in total for a rig with ASUS ROG Astral RTX 5090D, which is paired with the Ryzen 7 9800X3D on the ASUS ROG X870E Hero motherboard. This roughly yields a 1,000 W power consumption by the card, which has seen its PCB get physical modifications to output such high power.

Reports Suggest ASUS Quick Release System Inflicting Physical Damage on GPU PCIe Interfaces

HXL/9550pro and HardwareLuxx's Andreas Schilling shared evidence of the ASUS PCIe Q-Release Slim—the manufacturer's latest ejection mechanism—causing damage to graphics card PCIe connectors. Recent feedback suggests that repeated usage can scrape or grind off material present on a card's interface. HXL gathered critiques from multiple sources (owners of Intel 800 and AMD 800 series boards), and linked a relevant Bilibili video. The footage presents a damaged GALAX RTX 4070 Ti HOF OC LAB model, following sixty quick release cycles—paired with a ROG Strix B850-A Gaming Wi-Fi S motherboard. Tony Wu, ASUS China's general manager, eventually weighed in on community discussions—stating that he will investigate this matter and report back with his findings.

Schilling expressed similar frustrations—his chosen platform is producing unwanted results: "I'm not happy with the solution either. We use the Strix X870E-E Gaming for testing the graphics cards. So I have had to remove graphics cards from the slot a few dozen times. This didn't always go smoothly and very often the (GeForce RTX 5090) card got stuck in the slot. First damage visible." Press outlets have picked up on the recent surge in Q-Release Slim user feedback—several publications have gathered additional examples of the new mechanism inflicting damage on a variety of graphics card models.

Lenovo Unveils Affordable 2-in-1 Windows Tablet With 13.3-inch Display

We have witnessed quite a few affordable laptops hit shelves in the past few weeks, including offerings from Acer and ASUS. For those who are more interested in tablets but prefer a full-fledged Desktop OS will likely find the newly launched Lenovo S130 2-in-1 quite enticing, but there exists a major hurdle - the Lenovo S130 is China-only, for now at least. However, an international launch is not entirely out of the question.

At its core, the Lenovo S130 is powered by the Intel N100 processor. With four cores, four threads, and a maximum boost clock of 3.4 GHz, the 6-watt N100 is far from a powerhouse chip. That said, it should likely be enough for casual web-browsing and media consumption, but expecting anything more from the chip would be futile. The S130 does feature an impressive 13.3-inch display, with a resolution of 3000 x 2000 with a maximum brightness of 420 nits, making the S130 quite ideal for content consumption indeed.

Hua Hong Semiconductor Recruits Veteran Logic Chip Designer, Formerly of Intel

Hua Hong Semiconductor (HHS) is China's second-largest chip manufacturer; trailing just behind its main rival: Semiconductor Manufacturing International Corporation (SMIC)—a recent recruitment drive has signalled the company's desire to advance further. Nikkei Asia believes that the recruitment of a former Intel executive—Bai Peng—will boost the development of logic chips, and in turn generate greater revenue. A late 2024 reshuffling of leadership positions produced a notable vacancy: company president—Bai Peng assumed this role, effective January 1. His career at Intel spanned three decades—by 2015 he became Team Blue's corporate vice president, although his tenure ended at some point in 2022 (according to a LinkedIn profile).

Industry watchdogs reckon that Hua Hong Semiconductor's freshly established chief will be tasked with advancing semiconductor production technologies. Peng's experience—being a former co-director of Logic Technology Development at the Intel Technology and Manufacturing Group—is cited as a crucial factor in diversifying the firm's product portfolio. HHS foundries produce a lot of 100+ nm-based designs—mostly in the fields of power semiconductors, analog chips, and embedded memory—but two locations are capable of churning out relatively complex silicon via a 40 nm process node. A new plant—based in Wuxi—is supposedly ready to push into sub-forty digits. The latest industry reports suggest that Peng and his colleagues will be focused on improving HSS's manufacturing processes—targeted advancements could open up new product lines: high-end enterprise and AI processors.

Silicon Motion Working on MonTitan SM8466, a Next-gen PCIe 6.0 SSD Controller

Silicon Motion will expand its MonTitan lineup of SSD controllers—for datacenters and enterprise platforms—with the upcoming addition of a truly next-generation model. Wallace C. Kou (the company's founder and CEO) contributes to ChinaFlashMarket.com with a regular written column—his latest feature (posted on January 17) includes a short sentence dedicated to announcing his firm's new SM8466 design. This appears to be their first foray into PCIe 6.0-based interface territories—details are minimal (at this point in time), but the CEO divulged the very basics. Silicon Motion's engineering team is currently in the "development stage" with the SM8466 project—a: "4 nm PCIe Gen 6 SSD master chip."

It is not clear whether this next-gen PCIe 6.0 SSD controller will be heading to market anytime soon, but Kou's column mostly focused on current plans—likely signalling where priorities lie. Silicon Motion's "built-in PCIe Gen 5 SSD enterprise-level master chip" (SM8366) is in mass production—industry experts believe that the company's MonTitan PCIe 5.0 family has had a tough time keeping up with equivalent Phison products—in particular, the market leading PS5026-E26 (PCIe 5.0 x4) controller. The SM8366 could be potent enough to take the crown in higher-end enterprise segments, but the existence of a PCIe 6.0-based successor is bound to attract extra attention.

MAXSUN Dips Back into NVIDIA GT 730 GPU Pool

Recent MAXSUN activities have been very Intel Arc "Battlemage" B-series GPU-focused—most notably, a leaked design that leverages dual M.2 slots. Earlier today, ITHome reported on the fresh retail release of two sort-of-new MAXSUN graphics cards in China (on JD.com)—MS-GT730 PH 4 GB (¥359/~US$49) and MS-GT730 PH 2 GB (¥329/~US$45). These super low budget offerings signal a dip back into technologies of old: NVIDIA's GK208 "Kepler 2.0" GPU—of 2014 vintage. This is a curious choice, given that Team Green's "Kepler" GPU generation has not received new drivers since the release of R470 (back in 2021), and the last security update arrived with NVIDIA's 473.47 WHQL driver.

ITHome reckons that MAXSUN has simply recycled its existing MS-GT730 Heavy Hammer 4G and MS-GT730 Heavy Hammer 2G card designs for an early 2025 market launch—TechPowerUp's GPU database produces another very similar looking model: the GT 730 Transformers III 2G. The online publication reached out to MAXSUN's JD storefront customer service for comment on the apparent refresh of old products. ITHome discovered that the renamed reissues are a result of demands generated by "internal supply chain management." MAXSUN stated that its production batch have changed, and it: "emphasizes that the performance (of their new models) is consistent with the old version(s)."

Buyers Beware: Counterfeit AMD Ryzen 7 9800X3D CPUs Appear in China

A fake AMD Ryzen 7 9800X3D processor was recently discovered through AMD's after-sales service inspection in China after a customer reported their CPU wouldn't boot. The counterfeit unit revealed several technical discrepancies that distinguish it from genuine processors, though these differences are difficult to spot without detailed examination. While authentic Ryzen 7 9800X3D processors use PCB number 33050, the counterfeit unit featured PCB number 32546—a designation typically associated with Ryzen 7000 series R7 or R9 processors. This suggests the counterfeiters may be repurposing older generation chips or PCBs to create fake 9000 series processors. The physical appearance of the counterfeit unit showed additional inconsistencies.

Genuine Ryzen 9000 series processors feature a distinctive blue PCB, while the fake unit displayed a dark green coloration characteristic of older models. Component patches adjacent to the PCB also failed to match the standard configuration of the Ryzen 9000 series. In a notable error, some counterfeit units were mislabeled as "Ryzen 9 9800X3D"—a model number that doesn't exist in AMD's product lineup. For comparison, legitimate Ryzen 7 9800X3D units can be identified by their blue-tinted PCB, while older models like the R9 7900X and R7 7700X feature dark green PCBs. The information was initially shared on Chiphell by sources within the PCB manufacturing industry, who provided side-by-side comparisons of authentic and counterfeit units. AMD's after-sales service has confirmed that processors purchased outside official distribution channels will not receive warranty support or service protection. Buyers should buy CPUs only thought official sale distributors to avoid such cases.

NVIDIA GeForce RTX 4070 End of January Stock Depletion Predicted

Supply chain insiders reckon that stock of NVIDIA's "Ada Lovelace" generation GeForce RTX 4070 GPU will be depleted by the end of this month. This revelation emerges on the cusp of Team Green's GeForce RTX 5000 series of "Blackwell" GPUs heading to market (on January 30). The popular Chinese hardware forum—Board Channels—is a reliable source of product "supply and demand" information. Industry insiders believe that Team Green's mid-tier SKU will be completely sold—by the closing of this month—across several unnamed regional markets. NVIDIA's incoming GeForce RTX 5070 SKU (baseline $549 MSRP) appears to be the natural alternative, given that GeForce RTX 4070 SUPER offerings are priced within the range of $550 to $600—according to market research performed by VideoCardz.

A board member disclosed details and prophesized changes up and down NVIDIA's current-gen product stack: "The inventory for NVIDIA RTX 4070 and higher models is expected to be completely cleared by January. Starting from February, major AIC brands are anticipated to have stock remaining only for the RTX 4060 Ti and RTX 4060 series, which still need to be digested. However, since NVIDIA's Q1 begins in February, these two models will essentially enter the final stock phase." VideoCardz anticipates a March launch window for the GeForce RTX 5060 series—this could be well-timed given circumstances surrounding Team Green's (alleged) limiting of GeForce RTX 4060 Ti GPU supplies and the insider's predicted cessation of RTX 4060 (non-Ti) production.

Team Jade Discusses Delta Force Franchise's Modern Reboot

Before Call of Duty, before Battlefield, before even Medal of Honor, there was Delta Force. Released in October 1998, NovaLogic's FPS was one of the original tactical shooters. Arriving just two months after Red Storm Entertainment's Rainbow Six, Delta Force put players in the role of a Tier 1 Operative, challenging them to complete 40 missions in various modern military settings. Though it shared some similarities with Rainbow Six, Delta Force was defined by its radical Voxel Space technology, enabling it to simulate warfare on battlefields far larger than any FPS that came before.

Delta Force was sufficiently successful to spawn a sequel, and ultimately became a series—including its most famous entry, the 2003 game Delta Force: Black Hawk Down. Yet as Call of Duty and Battlefield took the popularity of real-world shooters to stratospheric heights, Delta Force struggled to keep up. The final game in the series, Delta Force: Xtreme 2, reviewed poorly, and as the world went wild for Modern Warfare, NovaLogic quietly exfiltrated the modern military shooter scene. Now Delta Force is back, though. Developed by Chinese studio Team Jade, the reboot is bigger, broader, and more comprehensive than any prior entry in the series. Featuring classic team-based multiplayer battles, a more modern extraction mode where players compete to scavenge loot in open-ended combat zones, and a co-op/single player campaign inspired by the series' legacy, Delta Force has its sights set squarely on the two FPS franchises that have dominated multiplayer shooters for over a decade.

This Week in Gaming (Week 3)

Welcome to the middle of January and a busy week of new game releases. We kick off this week with some driving, on tracks though, as these cars might not be entirely road legal. If cars aren't your thing, then how about a city builder, but in the sky? If that doesn't tickle your fancy, how about a unique looking ARPG? This is followed by something of a PC clone of recent Zelda games, just without any defined goals. This brings us a futuristic side scroller where you fight demons. We round off the week with some Chinese hack and slash action back in the feudal era.

Assetto Corsa EVO / This week's major release / Thursday 16 January
As with its predecessor, Assetto Corsa EVO will include cars from different classes spanning across years of motoring history. From road cars, classics, hypercars, and race cars. The most iconic representation of the automotive and motorsport world. Each vehicle is reproduced through an advanced system that simulates mechanical, electronic, and aerodynamic performance, combined with the fidelity of the circuits created using Laserscan technology. Steam link

RISC-V Breakthrough: SpacemiT Develops Server CPU Chip V100 for Next-Gen AI Applications

Recently, SpacemiT, a RISC-V AI CPU company from China, announced breakthrough progress in the development of its server CPU chip SpacemiT Vital Stone V100. It now provides a complete RISC-V CPU chip hardware and software platform that fully supports server specifications.

RISC-V CPU core X100, AIA and APLIC supporting interrupt virtualization, IOMMU supporting memory virtualization, IOPMP supporting security functions, LPC and eSPI supporting communication with mainstream BMCs, etc.
  • The 64-bit server-grade RISC-V CPU core X100 delivers a single-core performance of >9 points/GHz on SPECINT2006 at 2.5 GHz 12 nm. X100 supports the RVA23 Profile, full virtualization (Hypervisor 1.0, AIA 1.0, IOMMU), RAS features, Vector 1.0 extension, vector encryption and decryption, security, 64-core interconnect, and more.
  • The IOMMU IP adheres to the RISC-V IOMMU architecture specification and the AXI4-Stream DTI interface, supporting configurable DID, PID, virtual address, physical address width, and various levels of translation cache sizes. It can be flexibly integrated into different locations within the SoC bus system to enable distributed peripheral virtualization and accelerator acceleration.

CXMT Achieves 80% Yield for DDR5 Chips, HBM2 Production and Capacity Expansion Underway

According to a recent Citigroup analysis, CXMT, China's domestic memory chipmaker, is demonstrating significant progress in its DDR5 production yields. The company's DDR5 yield rates had reached approximately 80%, marking a substantial improvement from its initial 50% yields when production began. This progress builds on CXMT's experience with DDR4 manufacturing, where the company has achieved yields of around 90%. The company currently operates two fab facilities in Hefei, with Fab 1 dedicated to DDR4 production on 19 nm process technology and a 100,000 wafer per month capacity. Fab 2 focuses on DDR5 production using 17 nm technology, with a current capacity of 50,000 wafers per month. CXMT's DDR5 yields could improve further to approximately 90% by the end of 2025.

Despite these improvements, CXMT faces technological challenges compared to industry leaders. The company's current production process is 19 nm for DDR4 and 17 nm for DDR5, lagging behind competitors like Samsung and SK Hynix, which manufacture 12 nm DDR5 chips. This technology gap results in higher power consumption and less favorable form factors for CXMT's products. The company primarily targets domestic Chinese smartphone and computing OEM customers. Looking ahead, CXMT plans to expand its DDR5 and HBM capabilities, with a potential additional capacity of 50,000 wafers per month at Fab 2 in 2025, if market conditions prove favorable. The company is also making progress on HBM2 development, with customer sampling underway and low-volume production expected to begin in mid-2025.
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