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Samsung union votes to strike, risking Nvidia HBM4 supply disruption

The Hot Take: Only going to shoot costs up on Ai accelerators and RAM or Samsung Chips.

Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerators.

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Intel says Crimson Desert devs ignored offers of help to support Arc GPUs

The Hot Take: What happens when you have a dual-opoly between 3 major chip makers.

It doesn’t sound like Crimson Desert, the recently released prequel to Black Desert Online, will support Intel Arc GPUs anytime soon, if at all. On the game’s FAQ page, its developer Pearl Abyss advised players expecting Arc support to apply for a refund. “If you purchased the game expecting Intel Arc support, please refer to the refund policy of the platform where the game was purchased for available options,” the company wrote. Apparently, though, it’s not from lack of guidance from Intel. The chipmaker told Wccftech that it reached out to Pearl Abyss “many times” over the past several years. The Intel spokesperson said that the company has tried to help the developer “test, validate, and optimize support for Intel graphics” for years. Intel also tried to provide the developer “early hardware, drivers, and engineering resources” across several generations of GPUs, “including Alchemist, Battlemage, Meteor Lake, and Lunar Lake.” The chipmaker said it’s “hugely disappointed that players using Intel graphics hardware” can’t play the game, but that it remains “ready to assist Pearl Abyss” however it can. It also advised players to reach out directly to the developer for “details on the choice not to enable Intel support at launch.”Pearl Abyss, of course, doesn’t have the obligation to tweak the game so that it runs on PCs with Intel Arc GPUs. The good news is that since the title came out just a few days ago, it will still be easy to get a refund. Steam, where Crimson Desert is now one of the top-selling games, issues refunds within two weeks of purchase. This article originally appeared on Engadget at https://www.engadget.com/gaming/pc/intel-says-crimson-desert-devs-ignored-offers-of-help-to-support-arc-gpus-155514896.html?src=rss

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Zen 6 Benchmark Leak Hints At Major IPC Gains For AMD's Next-Gen Chips

The Hot Take: Intel hopefully catches up. We'll have to see what the real word benches say.

When an apparent Medusa Point APU based on AMD's next-generation Zen 6 architecture found its way to Geekbench earlier this week, the big news was the amount of reported L3 cache. Well, whoever is uploading benchmark runs of the mystery chip to Geekbench has done so again, and this time the highlight is on the performance and what looks like

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Samsung tries to lock in DRAM deals for years

The Hot Take: So we can lock in that price gouging?

Samsung is reportedly pushing memory customers into surprise three- to five-year supply contracts. It thinks it can spot price swings “early on” and adjust investment before it gets caught with too much new capacity and nowhere to ship it. Samsung chief executive Jun Young-hyun said, “We are now working with our major customers to shift this transaction environment toward fixed-term supply contracts, three- to five-year contracts. We expect to be able to identify fluctuations [in the market] early on and, because we are aware of them in advance, we will be able to flexibly adjust our investment scale accordingly.” That is a sharp turn from a few months ago, when Samsung was reportedly so slammed it barely had room for quarterly contracts, never mind multi-year ones. Under the cunning plan, Samsung gets a longer view of demand for planning and expansions, while customers get a “slight discount” off today’s prices in exchange for less uncertainty. The arrangement would help Samsung keep DRAM pricing steadier by “locking in” peak shortage levels, even if demand cools and the cycle normally rolls downhill. For consumers, it risks prolonging the pain, since earlier estimates of the DRAM cycle easing in 2027-2028 seem optimistic if supply is already tied up. Suppliers have been muttering that the boom might not last ‘Too Long’, and multi-year deals look like another way to avoid over-investment while keeping everyone else boxed out.  

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