Hooded Horse has announced that the early access launch of upcoming turn-based strategy game Breachway is delayed until July. The development team at Edgeflow Studio wants to take some extra time to add additional features, polish existing ones, and ensure the initial launch offering is as strong as it can be. Breachway recently had a successful run during the February 2024 edition of Steam Next Fest, becoming one of the top 50 most-played demos in an event that featured over 1,000 games and breaking the 100,000 wishlists threshold.

Hooded Horse is committed to ensuring its development partners get all the time they need to fully realize their creative visions and is proud to support its games through every twist and turn. Further information on Breachway's new release timetable will be shared at a later date. Breachway will release into early access for PC via Steam, GOG, and the Epic Games Store in 2024.

Construction of Intel's New Albany, Ohio fabrication site started back in late 2022—since then, a series of setbacks have caused anticipated timelines to slip. Team Blue's original plans included a 2025 opening ceremony—last month, this was amended to late 2026 or early 2027. New equipment deliveries have been affected by extreme weather conditions—Intel appears to be shoring up its flood prevention systems at their Licking County location. Ohio's Department of Development received a progress report at the start of this month, authored by Team Blue staffers—revised figures indicate that Fabrication sites 1 and 2 are expected to reach operational status somewhere within "2027-2028."

Jim Evers (Intel's Ohio Site Manager) stated: "we are making great progress growing the Silicon Heartland. In addition to the approximately $1.5 billion investment in completed spends through 12/31/23 referenced in the report, Intel has an additional $3 billion in contractually committed spends underway, totaling $4.5 billion committed toward our Ohio One projects." Intel committed a hefty $20 billion greenfield investment into the two Ohio wafer fab sites, but the latest progress report indicates that just under a quarter of that budget has trickled out of company coffers (so far). Evers's statement continued: "this investment is growing every day as we work to establish a new manufacturing campus to build leading-edge semiconductor chips right here in Ohio." A Tom's Hardware report reminds us about Team Blue's New Albany project receiving "over $2 billion in incentives." Industry rumors posit that the US government is readying a multi-billion dollar grant for Intel's Arizona facility.

Murmurings of a delayed Nintendo "Switch 2" release schedule appeared online earlier this week—Brazilian games journalist, Pedro Henrique Lutti Lippe, made claims during an "OX do Controle" videocast—based on insider information. Additionally, he broke the bad news on social media: "Nobody wants to hear this, but this one is pretty intense. After consulting five sources from three different continents, all echoing basically the same thing, we can reveal (that) the launch of the Switch's successor should only happen in 2025." Several global news outlets have performed their own investigations, following up on OX do Controle's declaration.

Eurogamer reached out to its network of "trusty" insiders—their Friday evening update stated that: "(we) can now corroborate the earlier reports/whispers that the Switch 2, once destined for release later in 2024, is now set for Q1 2025...The console's launch moving into early next year—but still within the coming financial year—is designed to ensure Switch 2's launch line-up features as many titles as possible, Eurogamer understands." Video Games Chronicle's Andy Robinson has similarly checked in with his pool of industry spies: "VGC has heard from multiple sources who said Nintendo has told publishers its next console will now launch in Q1 2025. According to the sources, third-party game companies were recently briefed on an internal delay in Nintendo's next-gen launch timing, from late 2024 to early the following year. One publishing source suggested the delay was so that Nintendo could prepare stronger first-party software for the console. It's possible the next-gen Nintendo console will now follow a similar timeline to the Switch, which was released in March but announced the previous year."

Intel is aiming to get its $20 billion fabrication location—in New Albany, Ohio—up and running by 2025, but the advanced manufacturing facility is facing another round of setbacks. According to a WCMH NBC4 local news report (covering the Colombus, Ohio area), a planned "oversized equipment" reshuffle has been delayed—the shifting of heavy machinery was supposed to start last weekend. Extreme weather conditions (flooding) have been cited as major factor, as well as the complicated nature of transporting "overweight and oversized" loads to Team Blue's 1000-acre site. Workers are set to resume efforts this weekend—starting no later than February 17. Tom's Hardware has kept tabs on the Ohio fab's progress: "The project to move the equipment is expected to last over nine months, meaning this phase of Intel's construction could be done near the end of 2024. There isn't a firm indication of how much work remains to be done at the site after the equipment is delivered." TPU previously covered the leading-edge location's indefinitely postponed groundbreaking ceremony—CHIPS Act subsidies were not delivered in an expected timely manner back in 2022.

A couple of media outlets (Tom's Hardware, Network World, etc.) have received an official statement regarding the slippage of events in New Albany: "While we will not meet the aggressive 2025 production goal that we anticipated when we first announced the selection of Ohio in January, 2022, construction has been underway since breaking ground in late 2022 and our construction has been proceeding on schedule. Typical construction timelines for semiconductor manufacturing facilities are 3-5 years from groundbreaking, depending on a range of factors...We remain fully committed to the project and are continuing to make progress on the construction of the factory and supporting facilities this year. As we said in our January 2022 site-selection announcement, the scope and pace of Intel's expansion in Ohio may depend on various conditions." Industry insiders believe that an "opening ceremony" could occur around late 2026, or even early 2027.

We—Fool's Theory—are happy to share that the game is now complete, and numerous reviewers have it already in their hands. At the same time, taking February's busy launch period into account and the opening for a better release window, we've decided to take this opportunity to give The Thaumaturge more breathing room so it receives the attention we believe it deserves.

We want you to have enough time to enjoy the game in full, and we feel that the current release window is not the perfect moment for it. With that in mind, we are moving the launch date to March 4th, 2024. The additional time we're getting will be used to polish the game further so that your journey through the streets of 1905 Warsaw is even more enjoyable. We truly can't wait for you to play it, and thank you for your patience!

Hello, Commanders—we hope you all have been enjoying your first-time going hands-on with Homeworld 3 during our public demo of War Games. Watching you share your experiences, exchange and debate strategies, and give us constant feedback has been incredible. This was our first time seeing the game played at scale, which is always an equally thrilling and nerve-wracking moment. We also recently gathered a dedicated group of players from outside our organizations to play through the full game. This resulted in additional insights and perspectives that will be incorporated to make Homeworld 3 the best experience possible.

After careful analysis of feedback, we made the decision to delay the global launch of Homeworld 3 until May 13, with advanced access set for May 10, to ensure that we're making the final tweaks needed to deliver at the level of quality that we strive for and you deserve. To say that you as a community of players have been waiting patiently for this next installment would be an understatement, and we are deeply appreciative of that. We will continue to keep you updated on our progress. As always, you're welcome to send your feedback via social channels, the Homeworld Universe Discord, and through our support page.

According to a VideoCardz report, NVIDIA is implementing a very last minute time shift with its GeForce RTX 4080 SUPER review program—embargo conditions have been delayed by a day to January 31, which coincides with the official retail launch day. We already know about non-specific sample units reaching reviewers a week (or more) in advance of Team Green's embargo date—thanks to various graphical benchmarks appearing prematurely on the Geekbench Browser database. VideoCardz states the Founders Edition GeForce RTX 4080 SUPER model was not received in a timely manner by a number of media outlets, thus dismissing rumors about driver issues being a main factor behind the sudden rescheduling. Hardware evaluators have been busy this month with trade event coverage, and spending analytical time with Team Green's previous batches of RTX 40 SUPER cards.

TSMC's Fab 21 Phase 2 facility is currently under construction in the Greater Phoenix area, Arizona—this secondary production facility was originally announced as housing a 3 nm process production line (opening by 2026), but that company target will be missed by a sizable margin. The transcription of the company's Q4 2023 Earnings Call presents another set of shifted expectations—outgoing CEO, Dr. Mark Liu—admitted that a number of factors are expected to delay Phase 2's opening by another year or two: "The second fab shell is under construction, but what technology [to use] in that shell is still under discussion...I think that also has to do with how much incentives that fab, the U.S. Government can provide…The current planning [for the fab] is '27 or '28, that will be timeframe."

Industry analysts believe TSMC leadership have a tough choice to make—the second Arizona factory's delayed launch could provide enough lead time to upgrade with a more advanced node (e.g. 2 nm), but ambitions could be lowered for the troubled site. An older plus more mature fabrication process could be a better fit, although the neighboring Fab 21 Phase 1 site is already set for a full 2025 initiation on 4 nm FinFET. Liu outlined this challenge: "To be honest, most of the overseas fabs, what technology is being set up, really, it is a decision of customers' demand in that area at that timing. So, nothing is definitive, but we are trying to optimize value for the overseas fab for TSMC." The current chairman will not be around for Phase 1's full deployment, but he shared some positive Arizona-related news: "We are well on track for volume production of N4, or 4 nm process technology, in the first half of 2025 [in Arizona] and are confident that once we begin operations, we will be able to deliver the same level of manufacturing quality and reliability in Arizona as from our fabs in Taiwan."

The recent attacks on cargo ships in the Red Sea are affecting not only oil shipments, but also cargo ships from Asia to Europe. All major carriers such as CMA CGM, Cosco, Evergreen, Hapag-Lloyd, Maersk, MSC and so forth are affected and all have delayed their shipments through the area. A coordinated security action called Operations Prosperity Guardian which includes over half a dozen nations so far, is getting ready to guide shipments through the affected area by Yemen, but it'll lead to slower shipments through the area.

TechPowerUp has already received reports from sources in Taiwan that their products are on some of these ships that are now stuck waiting for naval escorts through the area. However, it appears that there might be shortages of some computer components for the foreseeable future, alongside many other products that are being shipped this route and onwards via the Suez Canal. According to the BBC, it takes 25.5 days on average to ship goods from Taiwan to the Netherlands via the Red Sea and Suez Canal whereas the only alternative route via the Cape of Good Hope takes 34 days and adds extra fuel costs. Regardless of the extra shipping times and costs, it appears some shipping companies are willing to take the longer route to avoid being attacked. This is likely to have a knock on effect on prices for a lot of consumer goods in Europe, so if you haven't bought that hardware you've been holding off getting, now might be as good a time as any.

Total War: Pharaoh's release date via Epic Games Store has been delayed into early 2024, but its Steam launch time remains unchanged—it is still scheduled for October 11 (at the time of writing). It seems that Epic Games has added to the development team's pile of homework—Creative Assembly shared this information through its social media account(s): "We have moved the Epic Games Store release of Total War Pharaoh into early 2024. We were recently asked to help support the integration of additional social functions before we can launch on the Epic Games Store," it explains, "and we'll need additional time to help make that happen." Epic's listing simply states that Sega Europe's upcoming turn-based/strategy real-time tactics game will be "Coming Soon."

Customers with pre-orders already placed on the Epic Games Store should be issued notifications regarding automatic cancellations and refunds. Customer support team members will also get in contact regarding existing pre-release purchases. The Total War department apologized for any inconveniences caused, but affected folks are more than welcome to re-direct their cash to another shop: "We're disappointed too, and that we otherwise look forward to welcoming you into Ancient Egypt early next year. Otherwise our plans to launch Total War: Pharaoh on October 11th across all other storefronts remain unchanged, and we're excited to see you playing during our upcoming Early Access Weekend starting next Friday, September 29th."

According to TechNews.tw, TSMC could postpone its 2 nm semiconductor manufacturing node for 2026. If the rumors about TSMC's delayed 2 nm production schedule are accurate, the implications could reverberate throughout the semiconductor industry. TSMC's alleged hesitancy could be driven by multiple factors, including the architectural shift from FinFET to Gate-All-Around (GAA) and potential challenges related to scaling down to 2 nm. The company is a crucial player in this space, and a delay could offer opportunities for competitors like Samsung, which has already transitioned to GAA transistor architecture for its 3 nm chips. Given the massive demand for advanced nodes due to the rise of AI, IoT, and other next-gen technologies, it is surprising to hear "sluggish" demand reports.

However, it's also possible that it's too early for customers to make firm commitments for 2025 and beyond. TSMC has dismissed these rumors, stating that construction is progressing according to plan, which includes having 2 nm pilot run in 2024, and mass production in the second half of 2025.. Despite this, any delay in TSMC's roadmap could serve as a catalyst for shifts in market dynamics. Companies that rely heavily on TSMC's advanced nodes might need to reassess their timelines and strategies. Moreover, if Samsung can capitalize on this opportunity, it could somewhat level the playing field. As of now, though, it's essential to approach these rumors with caution until more concrete information becomes available.

It's time, Helldivers. Katherine from Arrowhead Game Studios bringing you the biggest announcement yet: Helldivers 2 launches on PS5 and Steam on February 8, 2024! February will be here before we know it, which means we've got to get you officially enlisted! We start taking pre-orders for both the Standard Edition and the Super Citizen Edition of Helldivers 2 on September 22, 2023. It won't be long before you and 3 recruits can team up for online cooperative multiplayer with large-scale destructive power through stratagems, explore unique planets and complete objectives together, and upgrade your equipment through the deep progression system of Helldivers 2. Collect natural resources of alien origin and use them to enhance and unlock new stratagems aboard your ship.

Since pre-orders for Helldivers 2 are starting soon, you can begin planning for the fight. When you pre-order, you'll choose between the Standard Edition and the Super Citizen Edition of Helldivers 2, which includes some awesome additional content. The extra goodies in the Super Citizen Edition include a special DP-53 Savior of the Free armor set, and-because heroes wear capes-the Will of the People cape to make you stand out among the liberated. You'll also gain access to the MP-98 Knight submachine gun, which is a powerful primary weapon that tears through bots, bugs, and Helldivers too, thanks to friendly fire!

Horror games thrive on the delicate balance of tension, exploiting our vulnerability and the eerie embrace of solitude. Envision yourself traversing a dimly lit house in the dead of night, where faint whispers and unidentifiable noises send shivers down your spine. Now, picture this unsettling scenario not alone, but accompanied by a group of 28 intriguing individuals. The fear factor dwindles, doesn't it? Hence, the anticipated release of Alone in the Dark will gracefully step away from the chaotic October 2023 launch window.

Reasons
Our intention is to avoid competing with the wake of Alan's epic release and to evade the dazzling skyline of cities adorned by the graceful swings of Spiderman. We aim to truly remain as Alone in the Dark as possible. To honor this, the spine-chilling horror game has been rescheduled to unveil its horrors on January 16th, 2024. This extension will serve a dual purpose: not only will it permit us to meticulously perfect the gaming experience, but it will also grant us the opportunity to fully immerse ourselves in the remarkable releases of October.

GSC Game World has been busy showing of a preview build of S.T.A.L.K.E.R. 2: Heart of Chornobyl at this week's Gamescom trade fair, and non-attendees have been treated to a new trailer—Bolts & Bullets—but the Ukrainian development (now primarily operating out of Prague, Czech Republic) has quietly shifted the release of their highly anticipated survival shooter from December 2023 to some point within the first quarter of next year. This was spotted by a couple of news outlets when perusing the latest press kit—this small detail is buried right at the bottom of the document (under "distribution"). The game's official website has also been revised with a Q1 2024 launch window.

The development team touts the sequel's: "unique combination of first-person shooter, immersive sim, and horror is back. Immerse yourself in the intricately detailed open world, accompanied by next-gen graphics (courtesy of the Unreal 5 engine) and a rich narrative, all enveloped within the intense atmosphere of a deadly adventure." The game seems to be getting a positive reception at Gamescom, although players were limited to only 15-minute long hands-on sessions with the demo. A few folks were already familiar with aspects of this preview version—a hacker group acquired an older build of S.T.A.L.K.E.R. 2 earlier this year, and leaked it onto the internet.

Larian Studios recently announced that the PlayStation 5 version of Baldur's Gate 3 is getting postponed by a week—from August 31 to September 6, with PC gamers happy to discover that they will be treated to an earlier release (adjusted to August 3). Xbox Series console owners were seemingly left out in the cold with last week's announcements—Larian is yet to confirm a solid launch date for current generation Microsoft systems. The studio admitted—earlier this year—that software engineers were struggling to get the split screen multiplayer mode in Baldur's Gate 3 running adequately on both Series X and S hardware: "We've had an Xbox version of Baldur's Gate 3 in development for some time now. We've run into some technical issues in developing the Xbox port that have stopped us feeling 100% confident in announcing it until we're certain we've found the right solutions—specifically, we've been unable to get splitscreen co-op to work to the same standard on both (systems), which is a requirement for us to ship."

Microsoft apparently enforces a policy that locks gameplay feature parity across Xbox Series X and S, and Larian has continued to struggle with technical issues, albeit now isolated to the lesser console (not that helpful given the circumstances)—IGN contacted studio head Swen Vincke for comment about this situation. Other development outfits have expressed their disdain for Series S launch requirements, with calls to drop the system entirely—but IGN discovered that Vincke was reluctant to aim criticism at Microsoft, since first party assistance has been roped in: "We had support from the ATG group. They've been doing great. They've been helping a lot. Everybody wants this out on Xbox. It's not that we don't want it out on Xbox. It's just that, our problem—and this is us, Larian—is that we just made a very big game. And it's a very complicated game...We're also not a developer with an infinite (number) of resources. We are constrained in the amount of time each platform version is tested. The more permutations you start adding to it on a platform, the more complicated that becomes." Given the high profile nature of Baldur's Gate 3, it would be in both parties' interests to get a decent port out of the door, so it is encouraging that Microsoft is pitching in (perhaps to save face).

Blackbird Interactive and Gearbox Publishing have jointly announced that development on Homeworld 3 is being extended - a message was shared on social media and HW3-related store pages yesterday: "We are moving the launch of Homeworld 3 from the first half of 2023 to February 2024 so that we deliver the quality experience that fans deserve." The long anticipated follow-up to Homeworld 2 (2003) has been delayed numerous times since its 2019 unveiling and start of a crowd funding campaign, but yesterday's news arrived quite close to an expected summer-time launch - some of the fanbase will not be happy about another postponement, but it is encouraging that Blackbird Interactive (a studio founded by ex-Relic veterans) is not rushing an unfinished product to market.

The joint statement elaborates further: "Our primary goal is to deliver a Homeworld experience that lives up to the standards set by its predecessors and is worthy of this series' incredible legacy. Homeworld 3 is shaping up to be exactly that, but in order to fully realize that vision we need more time to refine and polish the game. We deeply appreciate your passion and dedication to this game, and we are working hard to get Homeworld 3 to you as soon as we can." The team encourages fans to take a look at a quick Q&A rundown which semi-explains their decision to delay HW3: "We want to deliver this game as soon as possible, but we can't and shouldn't do that at the cost of quality or the pillars the franchise is built on." A more in-depth preview event is lined up for the interim time before the February 2024 launch: "We are looking forward to sharing our biggest Homeworld 3 progress update yet later this summer. We've been working on a lot behind the scenes, and we can't wait to show everyone."

Team Cherry, the indie development outfit responsible for producing smash hit 2D platformer Hollow Knight (2017), has this week announced that the sequel - Silksong - will be missing its proposed early-ish 2023 launch window. The Australian team's publishing and marketing manager Matthew Griffin confirmed via a tweet that Hollow Knight: Silksong is still a work-in-progress project: "Hey gang, just a quick update about Silksong. We had planned to release in the 1st half of 2023, but development is still continuing. We're excited by how the game is shaping up, and it's gotten quite big, so we want to take the time to make the game as good as we can."

Hollow Knight: Silksong was first revealed to the public back in 2019, with Team Cherry taking a quiet approach to the release of preview material since then. A playable demo was on show at E3 2019, but a wider internet-based public has only had access to a pair of video trailers, some screenshots and minimal written details on official sites and product pages. Silksong was initially conceived as a DLC/expansion for the base game, but the designers expanded their project's scope - thus creating a standalone and entirely new entry in the series. It seems that the development team's ambitions have grown over the years - Griffin has not confirmed a revised release date but requests that fans wait for further announcements: "Expect more details from us once we get closer to release."

Intel's planned purchase of Tower Semiconductor Ltd. has been pushed back by another quarter, as a regulatory decision has not been made by China's State Administration for Market Regulation (SAMR). Intel announced the $5.4 billion deal in mid-February 2022, and set an estimated 12-month window for its completion. It is now one month overdue, with the first quarter of the financial year set to end next week. Intel is hopeful that it will get full regulatory approval by June 2023.

In light of SAMR not budging since the suspending of its review of the Intel-Tower merger, Intel Israel has issued a response this week: ""While we continue to work to close the Tower transaction within the first quarter of 2023, the transaction may close in the first half of 2023, subject to certain regulatory approvals and customary closing conditions."

According to Reuters, Samsung is gearing up to increase the chip production capacity at its P3 factory in Pyeongtaek in South Korea, despite the fact that there's a general slowdown in the semiconductor industry, in addition to the general economic downturn. Samsung is apparently planning on adding 12-inch wafer capacity for DRAM, while also adding more 4 nm chip capacity. The P3 fab kicked off production of Samsung's most cutting-edge NAND flash chips earlier this year and is the company's largest fab overall. According to Reuters, Samsung is aiming to add at least 10 new EUV machines in 2023.

In related news via The Elec, Samsung has seen costs increase significantly when it comes to materials costs relating to the expansion of the P3 fab. So far, the company has racked up extra costs of over a trillion korean Won, or more than US$786 million, largely due to all of its contractors having raised their prices. The report also mentioned that some parts of the expansion of the P3 fab has been delayed by as much as a year, which isn't good news for Samsung and it likely means that the company will see further increases in costs before the expansions are finished.

Intel's upcoming Sapphire Rapids processors have faced multiple delays over the past few years. Built on Intel 7 manufacturing process, the CPU is supposed to bring new advances for Intel's clients and significant performance uplifts. However, TrendForce reports that the mass production of Sapphire Rapids processors will be delayed from Q4 of 2022 to the first half of 2023. The reason for this (yet another) delay is that the Sapphire Rapids MCC die is facing a meager yield on Intel 7 manufacturing technology, estimated to be at only 50-60% at the time of writing. Economically, this die-yielding percentage is not profitable for Intel since many dies are turning out to be defective.

This move will stop many OEMs and cloud service providers (CSPs) from rolling out products based on the Sapphire Rapids design and will have to delay it until next year's mass production. On the contrary, AMD is likely to reap the benefits of Intel's delay, and AMD's x86 server market share will jump from 15% in 2022 to 23% in 2023. Given that AMD ships processors with the highest core counts, many companies will opt for AMD's solutions in their data centers. With more companies being concerned by their TCO measures with rising energy costs, favors fall in the hand of single-socket servers.

AR/VR device shipments revised up to 14.19 million units in 2022, with an annual growth rate of 43.9%, according to TrendForce research. Growth momentum will come from increased demand for remote interactivity stemming from the pandemic, as well as Oculus Quest 2's price reduction strategy. Microsoft HoloLens 2 and Oculus Quest 2 are first in market share for AR and VR, respectively.

According to TrendForce, the topic of the Metaverse has driven brands to actively plan for and stimulate product shipment performance. However, the AR/VR device market has yet to experienced explosive growth due to two factors: component shortages and the difficulty of developing new technologies. In addition, cosmetic and size considerations have made the more optically and technically difficult Pancake design the first choice for new high-end products. Furthermore, various embedded tracking feedback technologies key to enhancing the user's immersive experience such as eye tracking and 6DoF further affect the development progress of a new product as a whole. Since there are no new foreboding products on the horizon, TrendForce believes, no other branded products have a chance at supplanting the current mainstream status of Oculus or Microsoft until at least 2023.

From 2020 to 2025, the compound annual growth rate (CAGR) of 12-inch equivalent wafer capacity at the world's top ten foundries will be approximately 10% with the majority of these companies focusing on 12-inch capacity expansion, which will see a CAGR of approximately 13.2%, according to TrendForce's research. In terms of 8-inch wafers, due to factors such as difficult to obtain equipment and whether capacity expansion is cost-effective, most fabs can only expand production slightly by means of capacity optimization, equating to a CAGR of only 3.3%. In terms of demand, the products primarily derived from 8-inch wafers, PMIC and Power Discrete, are driven by demand for electric vehicles, 5G smartphones, and servers. Stocking momentum has not fallen off, resulting in a serious shortage of 8-inch wafer production capacity that has festered since 2H19. Therefore, in order to mitigate competition for 8-inch capacity, a trend of shifting certain products to 12-inch production has gradually emerged. However, if shortages in overall 8-inch capacity is to be effectively alleviated, it is still necessary to wait for a large number of mainstream products to migrate to 12-inch production. The timeframe for this migration is estimated to be close to 2H23 into 2024.

Server processors tend to be one of the most profitable businesses for AMD and Intel. Thus, investment groups and analysts closely monitor happenings in the server and data center world. A report from Mizuho Securities (investment bank) Managing Director Jordan Klein states that many upcoming changes on the server processor front are coming this year. Mr. Klein cites sources over at Insupur Systems, one of the most prominent server vendors. More precisely, Dolly Wu is the VP and GM of Datacenter/Cloud at Inspur. According to the report, AMD and Intel will change their strategy in the server market going forward in 2022.

As far as AMD is concerned, the company plans to increase the pricing of its EPYC processors by 10-30%. This increase should be a bit easier on the strategic cloud customers. The report also indicates that as the demand far exceeds the supply of EPYC processors, AMD increases prices and makes a "take it or leave it" offer, resulting in most customers accepting the increased costs. Another interesting tidbit from the report was the talk about Intel. The blue team laid out its strategy to launch highly-anticipated Sapphire Rapids Xeons in Q2 of 2022. However, it will maybe get delayed to Q3 of 2022. Intel doesn't plan to increase prices to remain competitive with AMD, so the server space will see Intel fighting to regain the lost market share.

Samsung's ambitious 3 nm silicon fabrication node that leverages the Gate All Around FET transistors, has reportedly been delayed to 2024. The company brands this specific node as 3GAE. 2024 is the earliest date when Samsung will be able to mass-produce chips on 3GAE, which means the company, along with Intel, will begin to fall significantly behind TSMC on foundry technology. The Taiwanese semiconductor fabrication giant will target 2 nm-class nodes around 2024, which leverages EUV multi-patterning, extensive use of cobalt in contacts and interconnects, germanium doped channels, and other in-house innovations. With Intel's foundry technology development slowing to a crawl in the sub-10 nm domain, Samsung is the only viable alternative to TSMC for cutting-edge logic chip manufacturing.

The upcoming ASUS CMP 40HX mining card has been tested and appears to offer mining speeds of up to 43.77 MH/s which is significantly higher than the 36 MH/s advertised by NVIDIA. The ASUS CMP 40HX cards were working in a power-optimized cluster and likely had memory clock speeds adjusted to achieve the 21% increase in hash speeds. The NVIDIA CMP 40HX is based on the TU106-100 GPU and was expected to launch in the first quarter but this release has been delayed with board partners still testing. The ASUS CMP 40HX will reportedly launch for 699 USD while the ASUS CMP 30HX launch price will be reduced from 799 USD to 599 USD.