Valve's next-generation Steam Deck 2 handheld console is reportedly planned for release in 2028, with significant manufacturing changes expected for this sequel to the highly successful handheld gaming device. According to a well-known industry leaker, KeplerL2, posting in the NeoGAF community, Valve is targeting a 2028 refresh for the second-generation Steam Deck. However, the ongoing supply chain shortages of DRAM and NAND Flash could cause disruptions to these plans, potentially leading to delays. Interestingly, this period is when the shortages are expected to start easing, so the Steam Deck 2 could still be released on time, depending on Valve's sourcing capabilities.

One of the most significant procurement shifts for the Steam Deck 2 is Valve's choice of the computing base that will power the handheld. Instead of using a semi-custom AMD APU, Valve is expected to use an off-the-shelf AMD APU that won't require any custom tuning from AMD to meet Valve's needs. This is welcome news, as the latest Steam Machine showed that Valve's reliance on a semi-custom APU solution made the hardware "obsolete" quickly while the rest of the industry advanced. With any semi-custom solution, stockpiling silicon and waiting for DRAM/NAND modules to arrive puts pressure on Valve to ship a product that is significantly underpowered or too expensive. However, with an off-the-shelf solution, Valve could use the best available option at the time of shipping and optimize SteamOS around it.

Intel CEO Pat Gelsinger, speaking at the Intel Foundry Services (IFS) Direct Connect event, confirmed to Tom's Hardware that he hopes to turn IFS into the West's premier foundry company, and a direct technological and volume rival to TSMC. He said that there is a clear line of distinction between Intel Products and Intel Foundry, and that later this year, IFS will be more legally distinct from Intel, becoming its own entity. The only way Gelsinger sees IFS being competitive to TSMC, is by making its most advanced semiconductor manufacturing nodes and 3D chip packaging innovations available to foundry customers other than itself (Intel Products), even if it means providing them to companies that directly compete with Intel products, such as AMD and Qualcomm.

Paul Alcorn of Tom's Hardware asked CEO Gelsinger "Intel will now offer its process nodes to some of its competitors, and there may be situations wherein your product teams are competing directly with competitors that are enabled by your crown jewels. How do you plan to navigate those types of situations and maybe soothe ruffled feathers on your product teams?" To this, Gelsinger responded "Well, if you go back to the picture I showed today, Paul, there are Intel products and Intel foundry, There's a clean line between those, and as I said on the last earnings call, we'll have a setup separate legal entity for Intel foundry this year," Gelsinger responded. "We'll start posting separate financials associated with that going forward. And the foundry team's objective is simple: Fill. The. Fabs. Deliver to the broadest set of customers on the planet."

In keeping with Framework's philosophy, the Framework Laptop 16 has socketed memory and storage, making it easy for you to choose what you need on day one and upgrade to more any time later. Our pre-built configurations have set combinations of memory and storage, while on DIY Edition, you can choose any of the modules we offer in the Marketplace or bring your own if you prefer. We've taken both memory and storage to the next level on Framework Laptop 16. For memory, we've created new semi-custom Framework-branded DDR5-5600 modules. For storage, we have two M.2 slots, as well as the ability to add two more in the Expansion Bay for colossal storage capacity.

One core challenge we aimed to solve for memory on the Framework Laptop 16 was being able to offer the same modules for pre-built systems, DIY Edition, and the Framework Marketplace. Historically, we needed to source separate "OEM" modules from Samsung, SK Hynix, and Micron for use in our factory, and "Retail" modules from Crucial to offer in DIY Edition and the Marketplace. Instead, we worked with memory maker ADATA to create custom-label modules that we can use across all areas. Currently, we're leveraging SK Hynix DDR5-5600 memory chips for these modules, but may use other chips that meet the performance bar in the future as well.

As global market changes spur demand for augmented reality (AR) technology, there is an increasing need for innovations that combine the best technologies in CPU, GPU and machine learning into a single SOC (system on chip) to allow for the creation of the most demanding AR experiences while maintaining power efficiency.

Magic Leap today announced it is partnering with AMD on an AR technology solution that includes a semi-custom SOC to enable enterprise users to re-imagine and transform how virtual content and information is visualized and merged with real-world environments.

AMD today announced revenue for the first quarter of 2020 of $1.79 billion, operating income of $177 million, net income of $162 million and diluted earnings per share of $0.14. On a non-GAAP* basis, operating income was $236 million, net income was $222 million and diluted earnings per share was $0.18.

"We executed well in the first quarter, navigating the challenging environment to deliver 40 percent year-over-year revenue growth and significant gross margin expansion driven by our Ryzen and EPYC processors," said Dr. Lisa Su, AMD president and CEO. "While we expect some uncertainty in the near-term demand environment, our financial foundation is solid and our strong product portfolio positions us well across a diverse set of resilient end markets. We remain focused on strong business execution while ensuring the safety of our employees and supporting our customers, partners and communities. Our strategy and long-term growth plans are unchanged."

AMD (NASDAQ:AMD) today announced revenue for the third quarter of 2019 of $1.80 billion, operating income of $186 million, net income of $120 million and diluted earnings per share of $0.11. On a non-GAAP(*) basis, operating income was $240 million, net income was $219 million and diluted earnings per share was $0.18.

"Our first full quarter of 7 nm Ryzen, Radeon and EPYC processor sales drove our highest quarterly revenue since 2005, our highest quarterly gross margin since 2012 and a significant increase in net income year-over-year," said Dr. Lisa Su, AMD president and CEO. "I am extremely pleased with our progress as we have the strongest product portfolio in our history, significant customer momentum and a leadership product roadmap for 2020 and beyond."

AMD today unveiled the "Naples" enterprise processor, and it is big. The chip could mark AMD's return to competitive enterprise CPUs after years. The first "Naples" based part has some staggering specifications - 32 CPU cores spread across eight CCX units, SMT enabling 64 threads, an octa-channel (yes, eight channels) DDR4 integrated memory controller, an industry-leading 64-lane PCI-Express gen 3.0 root complex, and AMD's new Infinity Fabric interconnect, which lets it talk to the neighboring CPU, in a 2P system. The IMC supports up to 2 TB of memory.

AMD will competitively price "Naples" against Intel's Xeon E5-2600 series 2P chips, offering more cores, wider memory interfaces, more memory support, and more PCIe lanes. AMD will tap into the good energy-efficiency of its "Zen" architecture to clock these chips competitively higher than Intel chips, to churn out more overall performance. AMD is scheduled to launch the first processors based on the "Naples" silicon, within Q2-2017.

AMD today released their earnings call for 3Q 2016, giving us some interesting tidbits in regards to their financial robustness. The balance of AMD's economics seems to be pending towards better execution, and, coeteris paribus, a much better outlook for the coming quarters, after the monumental missteps in the past that almost threw AMD under the proverbial bus. Reception for the results seems to be a tangled mess, however, with some sides claiming that AMD beat expectations, while others prefer to draw attention to AMD's 2% stock decline since the report was outed.

AMD posted revenue of $1,307 million, up 27% sequentially and 23% year-over-year. This revenue was distributed unevenly through AMD's divisions, though. "Computing and Graphics" segment revenue was $472 million, up 9% from Q2 2016, primarily due to increased GPU sales (where Polaris picked up the grunt of the work, being responsible for 50% of AMD's GPU revenue), offset by lower sales of client desktop processors and chipsets; whereas "Enterprise, Embedded and Semi-Custom" segment revenue was $835 million, up 41% sequentially, primarily due to record semi-custom SoC sales (such as those found in Microsoft's XBOX One and Sony's PS4 and upcoming PS4 Pro).