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AMD

AMD Will Replace AGESA With Open Source Initialization Library 'openSIL' (phoronix.com) 9

Phoronix shares some overlooked news from AMD's openSIL presentation at the OCP Regional Summit in April. Specifically, that AMD openSIL — their open-source x86 silicon initialization library — "is planned to eventually replace AMD's well known AGESA [BIOS utility]" around 2026, and "it will be supported across AMD's entire processor stack — just not limited to EPYC server processors as some were initially concerned..." Raj Kapoor, AMD Fellow and AMD's Chief Firmware Architect, in fact began the AMD openSIL presentation by talking about the challenges they've had with AGESA in adapting it to Coreboot for Chromebook purposes with Ryzen SoCs... With AMD openSIL not expected to be production ready until around 2026, this puts it roughly inline for an AMD Zen 6 or Zen 7 introduction. The proof of concept code for AMD Genoa is expected to come soon...

The presentation also noted that beyond AMD openSIL code being open-source, the openSIL specification will also be open. AMD "invites every silicon vendor" to participate in this open-source system firmware endeavor.

AMD

Report: Microsoft is Partnering with AMD on Athena AI Chipset 17

According to Bloomberg (paywalled), Microsoft is helping finance AMD's expansion into AI chips. Meanwhile, AMD is working with Microsoft to create an in-house chipset, codenamed Athena, for the software giant's data centers. Paul Thurrott reports: Athena is designed as a cost-effective replacement for AI chipsets from Nvidia, which currently dominates this market. And it comes with newfound urgency as Microsoft's ChatGPT-powered Bing chatbot workloads are incredibly expensive using third-party chips. With Microsoft planning to expand its use of AI dramatically this year, it needs a cheaper alternative.

Microsoft's secretive hardware efforts also come amid a period of Big Tech layoffs. But the firm's new Microsoft Silicon business, led by former Intel executive Rani Borkar, is growing and now has almost 1,000 employees, several hundred of which are working on Athena. The software giant has invested about $2 billion on this effort so far, Bloomberg says. (And that's above the $11 billion it's invested in ChatGPT maker OpenAI.) Bloomberg also says that Microsoft intends to keep partnering with Nvidia too, and that it will continue buying Nvidia chipsets as needed.
AMD

AMD Posts First Loss in Years as Consumer Chip Sales Plummet by 65% (tomshardware.com) 44

AMD has posted its first quarterly loss in years due to weak sales of processors for client PCs. From a report: Overall, AMD's chip sales dropped 64%. AMD's data center and gaming hardware shipments remained strong and were flat year-over-year, which is quite an achievement given the slowing purchases of servers and weak demand for gaming hardware among consumers. While AMD's management expects the CPU market to start recovering in the second half of the year, the company's outlook for Q2 is not that optimistic.

In the first quarter of FY2023, AMD's revenue amounted to $5.353 billion, which is a 9% decrease compared to the same period in the previous year and a slight decrease compared to the previous quarter. Unfortunately, the company slipped into the red with a $139 million net loss as compared to a $786 million net income in Q1 FY2022. Additionally, AMD's gross margin decreased from 48% in Q1 FY2022 to 44% in Q1 FY2023. [...] AMD's results were a mixed bag as all of the company's business units except its Client Computing business remained more or less flat compared to the first quarter of FY2022, and even remained profitable. In fact, AMD's Data Center unit even managed to modestly increase its revenue, yet its profitability declined.

Open Source

Linux Kernel 6.3 Released (zdnet.com) 16

An anonymous reader quotes a report from ZDNet, written by Steven Vaughan-Nichols: The latest Linux kernel is out with a slew of new features -- and, for once, this release has been nice and easy. [...] Speaking of Rust, everyone's favorite memory-safe language, the new kernel comes with user-mode Linux support for Rust code. Miguel Ojeda, the Linux kernel developer, who's led the efforts to bring Rust to Linux, said the additions mean we're, "getting closer to a point where the first Rust modules can be upstreamed."

Other features in the Linux 6.3 kernel include support and enablement for upcoming and yet-to-be-released Intel and AMD CPUs and graphics hardware. While these updates will primarily benefit future hardware, several changes in this release directly impact today's users' day-to-day experience. The kernel now supports AMD's automatic Indirect Branch Restricted Speculation (IBRS) feature for Spectre mitigation, providing a less performance-intensive alternative to the retpoline speculative execution.

Linux 6.3 also includes new power management drivers for ARM and RISC-V architectures. RISC-V has gained support for accelerated string functions via the Zbb bit manipulation extension, while ARM received support for scalable matrix extension 2 instructions. For filesystems, Linux 6.3 brings AES-SHA2-based encryption support for NFS, optimizations for EXT4 direct I/O performance, low-latency decompression for EROFS, and a faster Brtfs file-system driver. Bottom line: many file operations will be a bit more secure and faster.

For gamers, the new kernel provides a native Steam Deck controller interface in HID. It also includes compatibility for the Logitech G923 Xbox edition racing wheel and improvements to the 8BitDo Pro 2 wired game controllers. Who says you can't game on Linux? Single-board computers, such as BannaPi R3, BPI-M2 Pro, and Orange Pi R1 Plus, also benefit from updated drivers in this release. There's also support for more Wi-Fi adapters and chipsets. These include: Realtek RTL8188EU Wi-Fi adapter support; Qualcomm Wi-Fi 7 wireless chipset support; and Ethernet support for NVIDIA BlueField 3 DPU. For users dealing with complex networks that have both old-school and modern networks, the new kernel can also handle multi-path TCP handling mixed flows with IPv4 and IPv6.
Linux 6.3 is available from kernel.org. You can learn how to compile the Linux kernel yourself here.
IT

New BIOS Updates Attempt To Keep Ryzen 7000X3D Processors From Frying Themselves (arstechnica.com) 59

An anonymous reader shares a report: Over the weekend, users on Reddit and YouTube began posting about problems with AMD's newest Ryzen 7000X3D processors. In some cases, the systems simply stopped booting. But in at least one instance, a Ryzen 7800X3D became physically deformed, bulging out underneath and bending the pins on the motherboard's processor socket. In a separate post, motherboard maker MSI indicated that the damage "may have been caused by abnormal voltage issues." Ryzen 7000X3D processors already impose limits on overclocking and power settings, but new BIOS updates from MSI specifically disallow any kind of "overvolting" features that could give the CPUs more power than they were built to handle.

You can still undervolt your CPU to attempt to reduce temperatures and energy usage by giving the CPU a bit less power than it was designed for. The Ryzen 7000X3D processors are set to a lower voltage than regular Ryzen 7000 CPUs by default because the extra L3 cache layered on top of the processor die can raise temperatures and make the CPU more difficult to cool. This has also made the chips much more power-efficient than the standard Ryzen chips, but that efficiency comes at the cost of overclocking settings and other features that some enthusiasts use to squeeze more performance out of their PCs.

Hardware

Framework's First Gaming Laptop Features Upgradeable GPUs, Swappable Keyboards (arstechnica.com) 20

An anonymous reader quotes a report from Ars Technica: Framework has delivered on the promise of its original 13-inch laptop. Three product generations in, the company has made a respectable competitor for the Dell XPS 13 or MacBook Air that can be repaired, modified, and upgraded, and owners of the original laptop can easily give themselves a significant performance boost by upgrading to the new 13th-generation Intel or AMD Ryzen-based boards the company announced today. Framework is now looking to build on that track record with an all-new Framework Laptop 16. It's a larger-screened model that can fit more powerful processors, dedicated GPUs, and a range of different keyboard modules, all with the same commitment to repairability and upgradeability seen in the original Framework Laptop (now retroactively dubbed the Framework Laptop 13).

Framework isn't discussing many details yet; preorders won't open until "this spring," and shipments won't begin until "late 2023." Today, the company provided a preview of the laptop's features, along with developer documentation to encourage the creation of new Input Modules -- components that allow for keyboard customization much like the current Expansion Card system allows for port customization.

Graphics

Intel Graphics Chief Leaves After Five Years (theverge.com) 25

After five years attempting to make Intel into a competitor for Nvidia and AMD in the realm of discrete graphics for gamers and beyond -- with limited success -- Raja Koduri is leaving Intel to form his own generative AI startup. The Verge reports: Intel hired him away from AMD in 2017, where he was similarly in charge of the entire graphics division, and it was an exciting get at the time! Not only had Intel poached a chief architect who'd just gone on sabbatical but Intel also revealed that it did so because it wanted to build discrete graphics cards for the first time in (what would turn out to be) 20 years. Koduri had previously been poached for similarly exciting projects, too -- Apple hired him away from AMD ahead of an impressive string of graphics improvements, and then AMD brought him back again in 2013.

Intel has yet to bring real competition to the discrete graphics card space as of Koduri's departure. [...] But the company has a long GPU roadmap, so it's possible things get better and more competitive in subsequent gens. It took a lot longer than five years for Nvidia and AMD to make it that far. By the time Koduri left, he wasn't just in charge of graphics but also Intel's "accelerated computing" initiatives, including things like a crypto chip.

Linux

Linux 6.4 AMD Graphics Driver Picking Up New Power Features For The Steam Deck (phoronix.com) 2

An anonymous reader shared this report from Phoronix: A pull request of early AMDGPU kernel graphics driver changes was submitted for DRM-Next on Friday as some of the early feature work accumulating for the Linux 6.4 kernel cycle.

Among the AMDGPU kernel driver changes this round are a number of fixes affecting items such as the UMC RAS, DCN 3.2, FreeSync, SR-IOV, various IP blocks, USB4, and more. On the feature side, mentioned subtly in the change-log are a few power-related additions... These additions are largely focused on Van Gogh APUs, which is notably for the Valve Steam Deck and benefiting its graphics moving forward.

First up, this kernel pull request introduces a new sysfs interface for adjusting/setting thermal throttling. This is wired up for Van Gogh and allows reading/updating the thermal limit temperature in millidegrees Celsius. This "APU thermal cap" interface is just wired up for Van Gogh and seems to be Steam Deck driven feature work so that SteamOS will be better able to manage the thermal handling of the APU graphics....

These power features will be exposed via sysfs while Steam OS will wrap around them intelligently and possibly some new UI settings knobs for those wanting more control over their Steam Deck's thermal/performance.

Microsoft

Microsoft Edge is Getting a Video Upscaler To Make Blurry Old Videos Look Better (tomshardware.com) 39

Microsoft has unveiled Video Super Resolution (VSR) -- an "experimental" video upscaling feature for its Edge web browser that uses machine learning to increase the resolution of low-quality video. From a report: Announced on the Edge Insiders blog, Microsoft's VSR technology can "remove blocky compression artifacts" and improve text clarity for videos on platforms such as YouTube. The feature is still in testing and availability is currently restricted to half of the users running the Canary channel of Edge in Microsoft's Insider program. If you want to try it for yourself, there are a few stipulations: Microsoft VSR will only work on video resolutions of 720p or lower (provided both the height and width of the video exceeds 192 pixels), and the video itself can't be protected with digital rights management (DRM) technology like PlayReady or Widevine, which makes frames inaccessible to the browser for processing. That particular restriction could impact what content you can upscale with the feature, as most popular streaming platforms like Netflix, Hulu, and HBO Max all leverage DRM tech for copyright protection. Unlike Nvidia's RTX Super Resolution, Microsoft's Video Super Resolution feature supports both Nvidia and AMD GPUs.
AMD

Will AMD's 'openSIL' Library Enable Open-Source Silicon Initialization With Coreboot? (phoronix.com) 29

Formerly known as LinuxBIOS, coreboot is defined by Wikipedia as "a software project aimed at replacing proprietary firmware (BIOS or UEFI) found in most computers with a lightweight firmware."

Phoronix is wondering if there's about to be a big announcement from AMD: AMD dropped a juicy tid-bit of information to be announced next month with "openSIL" [an open-source AMD x86 silicon initialization library], complete with AMD Coreboot support....

While about a decade ago AMD was big into Coreboot and at the time committed to it for future hardware platforms (2011: AMD To Support Coreboot On All Future CPUs) [and] open-source AGESA at the time did a lot of enabling around it, that work had died off. In more recent years, AMD's Coreboot contributions have largely been limited to select consumer APU/SoC platforms for Google Chromebook use. But issues around closing up the AGESA as well as concerns with the AMD Platform Security Processor (PSP) have diminished open-source firmware hopes in recent years....

For the Open Compute Project Regional Summit in Prague, there is a new entry added with a title of OSF on AMD — Enabled by openSIL (yes, folks, OSF as in "Open-Source Firmware").... [H]opefully this will prove to be a monumental shift for open-source firmware in the HPC server space.

From the talk's description: openSIL (AMD open-source x86 Silicon Initialization Library) offers the versatility, scalability, and light weight interface to allow for ease of integration with open-source and/or proprietary host boot solutions such as coreboot, UEFI and others and adds major flexibility to the overall platform design.

In other words, this library-based solution simply allows a platform integrator to scale from feature rich solutions such as UEFI to slim, lightweight, and secure solutions such as coreboot.

The description promises the talk will include demonstrations "highlighting system bring-up using openSIL integrated with coreboot and UEFI Host Firmware stacks on AMD's Genoa based platforms."
AMD

AMD Ryzen 7000X3D CPUs Launched: Ryzen 9 7950X3D Offers Big Gains and Efficiency (hothardware.com) 13

MojoKid writes: At CES 2023, AMD unveiled an array of Ryzen 7000 series Zen 4 processors, including new gaming-targeted X3D models that featured integrated 3D V-Cache, similar to the Ryzen 7 5800X3D. The processors go on sale tomorrow, but review embargos for AMD's latest socket AM5 flagship, the Ryzen 9 7950X3D, lifted today. As its name implies, the new Ryzen 9 7950X3D has a similar core configuration to the existing Ryzen 9 7950X (16-cores/32-threads), but this specialized CPU also packs an additional 64MB of 3D V-Cache, fused to one of its 8-core compute core dies (CCD). The CCD without 3D V-Cache operates like a standard AMD Ryzen 9 7950X, while the 3D V-Cache enabled CCD will have a more conservative voltage and frequency curve. Gaming performance received a massive boost with this new CPU, while multi-threaded content creation tests are roughly in-line with the standard 7950X. Power efficiency also shows a large, measurable improvement due to the chip relying less often on system memory.
Open Source

Who Writes Linux and Open Source Software? (theregister.com) 60

From an opinion piece in the Register: Aiven, an open source cloud data platform company, recently analyzed who's doing what with GitHub open source code projects. They found that the top open source contributors were all companies — Amazon Web Services, Intel, Red Hat, Google, and Microsoft....

Aiven looked at three metrics within the GitHub archives. These were the number of contributors, repositories (projects) contributed to, and the number of commits made by the contributors. These were calculated using Google Big Query analysis of PushEvents on public GitHub data. The company found that Microsoft and Google were neck-and-neck for the top spot. Red Hat is in third place, followed by Intel, then AWS, just ahead of IBM.... Red Hat is following closely behind and is currently contributing more commits than Google, with 125,012 in Q4 2022 compared to Google's 94,961. Microsoft is ahead of both, with 128,247 commits. However, regarding contributed staff working on projects, Google is leading the way with 5,757 compared to Microsoft's 5,513 and Red Hat's 3,656....

Heikki Nousiainen, Aiven CTO and co-founder, commented: "An unexpected result of our research was seeing Amazon overtake IBM to become the fifth biggest contributor." They "came late to the open source party, but they're now doubling down on its open source commitments and realizing the benefits that come with contributing to the open source projects its customers use." So, yes, open source certainly started with individual contributors, but today, and for many years before, it's company employees that are really making the code....

Aiven is far from the only one to have noticed that companies are now open source's economic engine. Jonathan Corbet, editor-in-chief of Linux Weekly News (LWN), found in his most recent analysis of Long Term Support Linux Kernel releases from 5.16 to 6.1 that a mere 7.5 percent of the kernel development, as measured by lines changed, came from individual developers. No, the real leaders were, in order: AMD; Intel; Google; Linaro, the main Arm Linux development organization; Meta; and Red Hat.

The article also includes this thought-provoking quote from Aiven CTO's. "Innovation is at the heart of the open source community, but without a strong commitment from companies, the whole system will struggle.

"We can see that companies are recognizing their role and supporting all who use open source."
Businesses

Nvidia Is Still Making Billions In Q4 2023 Despite a Giant Drop In PC Demand (theverge.com) 22

In its fourth quarter and full-year earnings report yesterday, Nvidia reported $6.05 billion in revenue for Q4 of its fiscal 2023 and $26.92 billion for the full year. That's "almost identical to last year, though profit was down 55 percent," notes The Verge.

"Remember: in 2021, $5 billion in revenue a quarter was a new Nvidia record. Now it's the status quo: the company says it's expecting to see $6.5 billion next quarter, too." From the report: Nvidia's data center and automotive businesses were actually up this quarter, with record revenue for automotive of $294 million; the dip was largely in Nvidia's graphics business, particularly gaming, which were each down 46 percent. That gaming decline includes "lower shipments of SOCs for game consoles," which is code for "Nintendo isn't selling as many Switches anymore" -- it's the only game console that uses an Nvidia chip. Like other chipmakers, Nvidia is shipping fewer GPUs to retailers and partners instead of slashing prices. The polite phrase is "lower sell-in to partners to help align channel inventory levels with current demand expectations." Nvidia also blamed disruptions in China due to covid and other issues.

Every PC maker is reporting that demand for computers has tanked this past quarter, with research firm Gartner calling the 28.5 percent dip in shipments "the largest quarterly shipment decline since Gartner began tracking the PC market in the mid-1990s." That was on top of the slump companies like Nvidia had already seen. And while AMD seemed optimistic this quarter that the slump won't last for long, even it suggested that client processor and gaming revenue would continue to go down in the first half of the calendar year.

Businesses

Chip Makers Turn Cutthroat in Fight for Share of Federal Money (nytimes.com) 24

Semiconductor companies, which united to get the CHIPS Act approved, have set off a lobbying frenzy as they argue for more cash than their competitors. From a report: In early January, a New York public relations firm sent an email warning about what it characterized as a threat to the federal government's program to revitalize the U.S. semiconductor industry. The message, received by The New York Times, accused Intel, the Silicon Valley chip titan, of angling to win subsidies under the CHIPS and Science Act for new factories in Ohio and Arizona that would sit empty. Intel had said in a recent earnings call that it would build out its facilities with the expensive machinery needed to make semiconductors when demand for its chips increased. The question, the email said, was whether officials would give funding to companies that outfitted their factories from the jump "or if they will give the majority of CHIPS funding to companies like Intel."

The firm declined to name its client. But it has done work in the past for Advanced Micro Devices, Intel's longtime rival, which has raised similar concerns about whether federal funding should go to companies that plan to build empty shells. A spokesman for AMD said it had not reviewed the email or approved the public relations firm's efforts to lobby for or against any specific company receiving funding. "We fully support the CHIPS and Science Act and the efforts of the Biden administration to boost domestic semiconductor research and manufacturing," the spokesman said. Rival semiconductor suppliers and their customers pulled together last year as they lobbied Congress to help shore up U.S. chip manufacturing and reduce vulnerabilities in the crucial supply chain. The push led lawmakers to approve the CHIPS Act, including $52 billion in subsidies to companies and research institutions as well as $24 billion or more in tax credits -- one of the biggest infusions into a single industry in decades.

Portables

System76 Announces Redesigned 'Pangolin' AMD/Linux Laptop (9to5linux.com) 42

System76 is announcing a "fully redesigned" version of its AMD-only Linux-powered "Pangolin" laptop with an upgraded memory, storage, processor, and display.

9to5Linux reports: It features the AMD Ryzen 7 6800U processor with up to 4.7 GHz clock speeds, 8 cores, 16 threads, and AMD Radeon 680M integrated graphics.... a 15.6-inch 144Hz Full HD (1920 x 1080) display [using 12 integrated Radeon graphics cores] with a matte finish, a sleek magnesium alloy chassis, and promises up to 10 hours of battery life with its 70 Wh Li-Ion battery. It also features a single-color backlit US QWERTY Keyboard and a multitouch clickpad. Under the hood, the Linux-powered laptop boasts 32 GB LPDDR5 6400 MHz of RAM and it can be equipped with up to 16TB PCIe 4.0 NVMe M.2 SSD storage. Another cool feature is the hardware camera kill switch for extra privacy....

As with all of System76's Linux-powered laptops, the all-new Pangolin comes pre-installed with System76's in-house built Pop!_OS Linux distribution featuring the GNOME-based COSMIC desktop and full disk-encryption or with Ubuntu 22.04 LTS.

Hardware

PC CPU Shipments See Steepest Decline In 30 Years (tomshardware.com) 128

According to a new report by Dean McCarron of Mercury Research, the x86 processor market has just endured "the largest on-quarter and on-year declines in our 30-year history." "Based on previously published third-party data, McCarron is also reasonably sure that the 2022 Q4 and full-year numbers represent the worst downturn in PC processor history," adds Tom's Hardware. From the report: The x86 processor downturn observed has been precipitated by the terrible twosome of lower demand and an inventory correction. This menacing pincer movement has resulted in 2022 unit shipments of 374 million processors (excluding ARM), a figure 21% lower than in 2021. Revenues were $65 billion, down 19 percent YoY. McCarron was keen to emphasize that Mercury's gloomy stats about x86 shipments through 2022 do not necessarily directly correlate with x86 PC (processors) shipments to end users. Earlier, we mentioned that the two downward driving forces were inventory adjustments and a slowing of sales -- but which played the most significant part in this x86 record slump?

The Mercury Research analyst explained, "Most of the downturn in shipments is blamed on excess inventory shipping in prior quarters impacting current sales." A perfect storm is thus brewing as "CPU suppliers are also deliberately limiting shipments to help increase the rate of inventory consumption... [and] PC demand for processors is lower, and weakening macroeconomic concerns are driving PC OEMs to reduce their inventory as well." Mercury also asserted that the trend is likely to continue through H1 2023. Its thoughts about the underlying inventory shenanigans should also be evidenced by upcoming financials from the major players in the next few months. [...]

McCarron shines a glimmer of light in the wake of this gloom, reminding us that overall processor revenue was still higher in 2022 than any year before the 2020s began. Another ray of light shone on AMD, with its gains in server CPU share, one of the only segments which saw some growth in Q4 2022. Also, AMD gained market share in the shrinking desktop and laptop markets.

Red Hat Software

Red Hat Gives an ARM Up To OpenShift Kubernetes Operations (venturebeat.com) 13

An anonymous reader quotes a report from VentureBeat: Red Hat is perhaps best known as a Linux operating system vendor, but it is the company's OpenShift platform that represents its fastest growing segment. Today, Red Hat announced the general availability of OpenShift 4.12, bringing a series of new capabilities to the company's hybrid cloud application delivery platform. OpenShift is based on the open source Kubernetes container orchestration system, originally developed by Google, that has been run as the flagship project of the Linux Foundation's Cloud Native Computing Foundation (CNCF) since 2014. [...] With the new release, Red Hat is integrating new capabilities to help improve security and compliance for OpenShift, as well as new deployment options on ARM-based architectures. The OpenShift 4.12 release comes as Red Hat continues to expand its footprint, announcing partnerships with Oracle and SAP this week.

The financial importance of OpenShift to Red Hat and its parent company IBM has also been revealed, with IBM reporting in its earnings that OpenShift is a $1 billion business. "Open-source solutions solve major business problems every day, and OpenShift is just another example of how Red Hat brings business and open source together for the benefit of all involved," Mike Barrett, VP of product management at Red Hat, told VentureBeat. "We're very proud of what we have accomplished thus far, but we're not resting at $1B." [...]

OpenShift, like many applications developed in the last several decades, originally was built just for the x86 architecture that runs on CPUs from Intel and AMD. That situation is increasingly changing as OpenShift is gaining more support to run on the ARM processor with the OpenShift 4.12 update. Barrett noted that Red Hat OpenShift announced support for the AWS Graviton ARM architecture in 2022. He added that OpenShift 4.12 expands that offering to Microsoft Azure ARM instances. "We find customers with a significant core consumption rate for a singular computational deliverable are gravitating toward ARM first," Barrett said.

Overall, Red Hat is looking to expand the footprint of where its technologies are able to run, which also new cloud providers. On Jan. 31, Red Hat announced that for the first time, Red Hat Enterprise Linux (RHEL) would be available as a supported platform on Oracle Cloud Infrastructure (OCI). While RHEL is now coming to OCI, OpenShift isn't -- at least not yet. "Right now, it's just RHEL available on OCI," Mike Evans, vice president, technical business development at Red Hat, told VentureBeat. "We're evaluating what other Red Hat technologies, including OpenShift, may come to Oracle Cloud Infrastructure but this will ultimately be driven by what our joint customers want."

AMD

AMD is 'Undershipping' Chips To Keep CPU, GPU Prices Elevated (pcworld.com) 95

An anonymous reader shares a report: As the PC industry flounders, Intel suffered from such disastrous sales last quarter that it instituted pay cuts and other extreme measures going forward. AMD's client PC sales also dropped dramatically -- a whopping 51 percent year-over-year -- but the company managed to eke out a small profit despite the sky falling. So why aren't CPU and GPU prices falling too? In a call with investors Tuesday night, CEO Lisa Su confirmed that AMD has been "undershipping" chips for a while now to balance supply and demand (read: keep prices up). "We have been undershipping the sell-through or consumption for the last two quarters," Su said, as spotted by PC Gamer. "We undershipped in Q3, we undershipped in Q4. We will undership, to a lesser extent, in Q1."

With the pandemic winding down and inflation ramping up, far fewer people are buying CPUs, GPUs, and PCs. It's a hard, sudden reverse from just months ago, when companies like Nvidia and AMD were churning out graphic cards as quickly as possible to keep up with booming demand from cryptocurrency miners and PC gamers alike. Now that GPU mining is dead, shelves are brimming with unsold chips. Despite the painfully high price tags of new next-gen GPUs, last-gen GeForce RTX 30-series and Radeon RX 6000-series graphics cards are still selling for very high prices considering their two-year-old status. Strategic under-shipping helps companies maintain higher prices for their wares.

Open Source

PikaOS Is a Next-Gen Linux Distribution Aimed Specifically Towards Gamers (zdnet.com) 48

An anonymous reader quotes a report from ZDNet, written by Jack Wallen: PikaOS is very similar to that of Nobara Linux, which opts for a Fedora base. But what are these two Linux distributions? Simply put, they are Linux for gamers. [...] So, what does PikaOS do that so many other distributions do not? The most obvious thing is that it makes it considerably easier to install the tools needed to play games. Upon first logging in, you're greeted with a Welcome app. In the First Steps tab, you have quick access to tools for updating the system, installing patented codecs and libraries, installing propriety Nvidia drivers, installing apps from the Software Manager, and installing WebApps.

Next comes the Recommended Additions, where you can install the likes of: PikaOS Game Utilities is a meta package that installs Steam, Lutris, GOverlay, MangoHud, Wine, Winetricks, vkBasalt, and other gaming-centric tools; Microsoft TrueType fonts for better Windows font emulation; Blender for creating 3D images; OBS Studio for streaming; Kdenlive for non-linear video editing; Krita for painting; and LibreOffice for productivity. In the Optional Steps tab, you can add AMD proprietary drivers, ROCm drivers, Xone drivers, and Proton GE (for Steam and Wine compatibility). Finally, the Look And Feel tab allows you to customize themes, layouts, and extensions. The layouts section is pretty nifty, as it allows you to configure the GNOME desktop to look and feel like a more traditional desktop, a MacOS-like desktop, a Windows 11 layout, a throwback GNOME 2 desktop, and even a Ubuntu Unity-like desktop.

As far as pre-installed software goes, it's pretty bare bones (until you start adding titles from the Recommended Additions tab in the Welcome App). You'll find Firefox (web browser), Geary (email), Pidgin (messaging), Weather, Calculator, Cheese (web camera software), Rhythmbox, Contacts, a few utilities, and basic games. However, installing new apps is quite simple via the Software Manager app. Of course, the focus of PikaOS is games. When you install the PikaOS Game Utilities, you'll get Steam installed, which makes it easy to play an endless array of games on the Linux desktop. One thing to keep in mind, however, is that when you launch the PikaOS Game Utilities installation, it opens a terminal window to run the installation. Give this plenty of time to complete and, in the end, you can launch Steam, log in to your Steam account, and start playing. Just remember, the first time you launch the Steam app, it will take a moment to update and configure. But once it's up and running... let the games begin.

Businesses

Intel's 'Historic Collapse' Erases $8 Billion From Market Value (reuters.com) 59

Intel saw about $8 billion wiped off its market value on Friday after the U.S. chipmaker stumped Wall Street with dismal earnings projections, fanning fears around a slump in the personal-computer market. Reuters reports: The company predicted a surprise loss for the first quarter and its revenue forecast was $3 billion below estimates as it also struggled with slowing growth in the data center business. Intel shares closed 6.4% lower, while rival Advanced Micro Devices and Nvidia ended the session up 0.3% and 2.8%, respectively. Intel supplier KLA Corp settled 6.9% lower after its dismal forecast.

"No words can portray or explain the historic collapse of Intel," said Rosenblatt Securities' Hans Mosesmann, who was among the 21 analysts to cut their price targets on the stock. The poor outlook underscored the challenges facing Chief Executive Pat Gelsinger as he tries to reestablish Intel's dominance of the sector by expanding contract manufacturing and building new factories in the United States and Europe. "AMD's Genoa and Bergamo (data center) chips have a strong price-performance advantage compared to Intel's Sapphire Rapids processors, which should drive further AMD share gains," said Matt Wegner, analyst at YipitData.

Analysts said that puts Intel at a disadvantage even when the data center market bottoms out, expected in the second half of 2022, as the company would have lost even more share by then. "It is now clear why Intel needs to cut so much cost as the company's original plans prove to be fantasy," brokerage Bernstein said. "The magnitude of the deterioration is stunning, and brings potential concern to the company's cash position over time."

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