According to the roadmap, NVIDIA will launch the next-generation Blackwell GPU architecture in 2025, and blossomed into two: GB100 series cores for high-performance computing and artificial intelligence, and GB200 series cores for gaming and creation.
According to the latest news from authoritative exposure expert kopite7kimi, the GB100 big core will be equipped with 10 groups of GPCs, and each group of GPCs is further divided into 8 groups of TPCs. this is not the same as the layout of GA100 8 x 8, GH100 8 x 9.
Theoretically, each TPC group should still have 2 groups of SMs, and each SM group should still have 128 CUDA cores, that’s a total of 20,480 CUDA cores, which is an 11% increase over the current GH100 cores.
At the same time, the bit width of the HBM memory has been expanded to 8192-bit, which is a full 1/3 increase compared to the GH100, meaning that the memory capacity can be up to 128GB, and will inevitably be upgraded to HBM3.
Of course, as usual, B100 cards will shield some units and memory bit width/capacity.
We’re more interested in the gaming card core GB202, which is said to have the same 12 GPC groups as the current AD102, but with 8 TPCs per group instead of 6.
This means that GB202 will have a total of 192 groups of SMs and 24,567 CUDA cores, a full 1/3 increase!
Even more amazingly, kopite7kimi confirms previous speculation that the GB202 core will really support 512-bit bit-width, again an increase of 1/3 from the current level, which means that the video memory capacity will be up to 32GB, and it will be the new generation of GDDR7.
The last time there was a native 512-bit memory bit-width, it was the AMD R200/R300 era Hawaii GPU cores. As usual, the RTX 5090 won’t be full-blooded, nor will there necessarily be an RTX 5090 Ti.
According to previous claims, the GB202 core will also have a doubled 128MB cache and a core frequency of up to ~2.9GHz, which can actually exceed 3GHz. It will also have four different levels of cores underneath it such as GB203, GB205, GB206, and GB207.
Recently Ming-Chi Kuo, an analyst at TFISEC(TF International Securities Group) , said his latest research indicates that lithography maker ASML may sharply cut its 2024 EUV equipment shipment forecast by about 20-30 percent.
According to Kuo, demand for advanced chips and the devices they are needed for may be lower than expected in 2024 due to weak sales of MacBook laptops and iPads. He also predicted that memory chip makers won’t go ahead with planned factory expansions until 2025 at the earliest, which will lead to weaker demand for ASML lithography.
On the question of when the chip industry will recover, Kuo wasn’t sure, saying it could take longer than expected. “The current market consensus is that the semiconductor industry will bottom out in the second half of 2023. However, close attention needs to be paid to whether this bottoming out will be delayed to 1H24/2Q24 2024.”
In April of this year, there were rumors that ASML’s photolithography had also suffered a significant order cut as a result of TSMC’s scaling back of capital expenditure, and that its year-on-year orders for 2024 threatened to be slashed by more than 40%. Although the report did not specify whether TSMC’s purchase of ASML’s 2024 equipment was reduced by 40% or whether ASML’s overall 2024 orders were slashed by 40%, the overall report seems to refer to the former.
Other reports say that it’s TSMC’s 2024 EUV lithography purchases for ASML that have been cut (or delayed) by 40%.
It’s worth noting that during the Q2 FY2023 earnings meeting in mid-July this year, ASML CEO Peter Wennink said, “As for the EUV system, we’re seeing some shifts in demand in terms of timing. It’s driven in large part by factory readiness. The manufacturing plants are not ready yet, so we will ship later (here seems to confirm previous rumors that TSMC asked for a delay in EUV shipments). This means that the initial 40% growth in EUV revenues will drop to about 25% this year.”
In mid-September, Reuters, citing two people familiar with the matter, reported that TSMC had notified key suppliers to delay shipments of high-end chip manufacturing equipment, including EUV lithography, due to growing uneasiness over sluggish customer demand.
Days before the release of the report, Peter Wennink in an interview with Reuters also revealed that some orders for ASML’s high-end equipment has been delayed, but he did not point out the name of the customer, which he said would be a “short-term management” problem, “We have seen several reports about the readiness of the fab. We’ve seen several reports on fab readiness, not just in Arizona…but also in Taiwan,” he said.
Goldman Sachs Securities estimates that TSMC 2023 capital expenditures remain at about $ 31.6 billion, and no adjustment, but because of the research and judgment demand recovery is not clear, TSMC is likely to slow down to advanced process demand-based equipment procurement pace, instead of part of Taiwan’s equipment to Japan, the United States, and other overseas production bases to use, so Goldman Sachs TSMC 2024 capital expenditures are expected to drop from $ 28 billion to $ 25 billion, which is equivalent to the same as the TSMC 2024 capital expenditures from $ 28 billion to $ 25 billion, which is equivalent to the same as the TSMC 2024 capital expenditures. Therefore, Goldman Sachs on TSMC 2024 capital expenditure is expected by 28 billion U.S. dollars to 25 billion U.S. dollars, in the form of 2023 than a 21% reduction; as for the capital expenditure in 2025 from 36 billion U.S. dollars to 35 billion U.S. dollars.
In addition, Goldman Sachs Securities also synchronized downward revision of TSMC 3 nm process capacity utilization, 2023, 2024, respectively, from 40%, 71%, down to 36%, 65%, 2025 is expected to maintain the 78% unchanged. 3 nm process in 2024, 2025 capacity, also from 80,000, 90,000 tablets per month, adjusted to 70,000, 80,000 tablets per month.
However, in July of this year, the second quarter earnings meeting, Peter Wennink has said that as of the time of the earnings release, ASML has a backlog of about 38 billion euros, which provides a good basis for dealing with short-term uncertainty. Despite the increased uncertainty, ASML still expects strong growth in 2023 due to the strong growth trend in the DUV lithography business. Compared to 2022, revenues are expected to grow by 30% year-on-year in 2023 and gross margins are expected to improve slightly.
During the time period when the old and new Tesla Model 3s are alternating, there are a lot of wait-and-see consumers who put down deposits but are still torn between choosing the old model or the new one.
When the price of the new model came out, the users who might have chosen the old model smiled, a decision that saved them 28,000 yuan.Then K brother to choose the new model of the enthusiasts to play a strong shot, the new model is worth the extra 28,000 yuan you wait. Or let me put it more directly, this wave is a win for the wait party!
The reason for this is that we’ll start with the exterior and interior, as usual. This time, K got one of the first test drives of the new Model 3, so the experience will be a bit richer.
The front end is the part of the new Model 3 that has changed the most, the lines have become flat and sharp, the headlights are more narrow and long, and the daytime running lights look the best when they are on..
The overall profile of the body from the side is largely unchanged, but the suspension is noticeably taller than the old model, and it’s surprisingly possible to fit a fist between the tires and the wheel arches!If the transport mode hadn’t been unlocked, then I’d suggest
the shocks could have looked ahead.
The rear gets a pair of new, more integrated taillights, with a more continuous “C” light source and a more subtle look. The rear badge is now “Model 3+”, which is exclusive to the longer-range version.The diffuser at the bottom is larger, and with the changes to the front, the wind resistance of the new Model 3 has been lowered by 0.01 cd, and it’s said that every 0.01 cd reduction in wind resistance increases the range by 10km..
The changes to the exterior aren’t much, the “optimization” inside is a bit more, why the quotation marks?
Just take a look at the steering wheel of the new Model 3, and you’ll see that it doesn’t have any shortcut multimedia buttons, but rather turn signals, low beams, and windshield wipers!
K tried it out on the lot, and it worked, but didn’t like it.. My hands are always unconsciously wrenching towards the air behind the steering wheel, including shifting gears, so imagine for yourselves.
That’s right, the gearshift lever is gone too, in favor of sliding the gearshift on the left side of the screen, slide up for forward, slide down for reverse. It’s a good thing the physical buttons remain on the roof for safety, and you can shift gears by touch.Pictures emm, this wave of operation is very difficult to comment. Other manufacturers are discouraged from imitating it.If it weren’t for the eye-catching 256-color ambient lighting, I’d be staring at those two disappearing levers.
Ventilation has been added to the seats across the board, and it’s one of the changes that’s perceptible as soon as you get in the car.
On hot summer days, the ventilated seats must work, and the seats are so comfortable that the new Model 3 is really the only one that feels at home in a rough house!Pictures The audio is differentiated between high and low end, with only 9 speakers in the standard version and 17 in the long range version.As far as the experience of the long range version is concerned, the sound is really much better, the bass is strong enough and the vocals are very clear. Get it? It’s explicitly and implicitly pushing you to buy the Model 3+!The back row gets an epic update with the surprising addition of a screen!.
I wonder if a screen is an inch of gold in the eyes of an old horse?But from the official explanation, the main purpose of the screen is to give the rear passengers control over things like airflow, music, seats, etc., with the entertainment features being secondary.The rear space has not changed, it is still quite compact, family users choose Y a little more suitable.PicturesThese are the static parts of the real-world experience, next take you on the highway, where you can’t see, the chassis is the most valuable upgrade of the new Model 3!
If you’ve driven the old Model 3, even the later version with blacked-out window frames, the suspension is still straight and flinty, with four suspension bars and chopsticks, making direct contact with the road, and the sense of luxury will be a little worse.But the chassis of the new Model 3 is not to be missed, and a thin layer of suspension has been added!
Even on “flat” roads, you can feel the suspension working hard, filtering out uncomfortable vibrations with a slight rocking motion, and the chassis is quite heavy and doesn’t feel floaty. You could say that the new Model 3 is a luxury sedan, without the cheapness of a “gadget”.
If you think comfort and sport are mutually exclusive, you’ve never driven a 3 Series with an F-chassis.
The new Model 3 is the pinnacle of balance, with a suspension that remains supportive during dynamic cornering, and steering that’s very agile and unclunky. It’s a shame that the tires have been downgraded to Hantaes, as the new Model 3 would have more limits if they were Michelin PS series.Pictures.In terms of power, the long range version is equipped with dual front and rear electric motors, with a total electric motor power of 331kW, a total torque of 559N-m, a zero to one hundred acceleration time of 4.4 seconds, and a combined CLTC range of 713 kilometers.
Really, take my advice, it’s more than enough.The standard range is the same as the old model, the motor power is exactly the same, the zero to one hundred acceleration time is 6.1 seconds, and the CLTC comprehensive range has been improved by 50 kilometers to 606 kilometers.Intelligent driver assistance this piece of change is also quite big, the whole car’s radar are eliminated, using pure visual camera program. Even if you don’t use the FSD, reversing is only supported by s.
At present, the reversing only has distance alerts, no sound warning, this point still needs to be improved.The vision-based FSD program can’t be tried yet, so K will be the first to experience it when he has the chance.After all is said and done, the new Model 3 is still the most worthwhile to take out the chassis part of the changes, and the old model comparison is two completely different cars, if the old model is a palm mattress, then the new model will be upgraded to Simmons.To use an old-fashioned word, the new Model 3 is a lot more “advanced” to drive.
This kind of unseen change is precisely the new car’s biggest killer feature, and it will make it easier to deal with strong competitors like the ET5.For consumers, the situation is now clear.Those who want a taste will just order the long range version, which is by far the most flavorful one.If you still want to eat the price cut dividend like the old Model 3, you can also wait a bit, the price cut is inevitable, just no one knows when this will happen.
On September 23, the 19th Asian Games will open in Hangzhou, Zhejiang Province, 13,000 sportsmen and women will compete for more than 480 gold medals in the Asian Games.
The first 5G-A naked-eye 3D service, the world’s first 5G-A high-quality routes and so on.
On the eve of the commercialization of 5G-A, the Asian Games has become the best stage to demonstrate the revolutionary capabilities of 5G-A.
“The industry will usher in the 5G-A era in 2024.” Du Yeqing, Huawei’s chief wireless expert in China, said.
Driving the accelerated commercialization of 5G-A
The development of 5G has taken shape in four years, with 4.2 million 5G sites built globally, of which 3.05 million 5G sites are in China; global 5G users have exceeded 1 billion, of which more than 600 million 5G users are in China.
In the 5G-A era, can China maintain a leading position? China’s industrial chain is pushing 5G-A from industrial consensus to accelerated commercialization.
On September 11, 2023, Huawei took the lead in completing all functional test cases of 5G-A under the organization of IMT-2020 (5G) Promotion Group. The test covered key 5G-A technologies for upstream and downstream ultra-wideband and broadband real-time interaction.
“Huawei has fully completed the testing of key technologies such as 5G-A functions and performance.” Zhu Xiaodan, vice president of marketing for Huawei’s wireless network product line, told IT Times.
5G-A (5G-Advanced) as the evolution and enhancement of 5G, the connection rate and delay and other network capabilities to achieve a 10-fold increase, the main six major enhancements: downstream 10 megabit, upstream gigabit, one hundred billion links, low-latency high-reliability, millimeter-level positioning, and transform into a “hexagonal warrior”. In addition to the deterministic capabilities of connection rate, latency and high reliability, 5G-A has three other revolutionary capabilities: passive sensing, passive IoT and endogenous intelligence.
“5G-A is based on the evolution and enhancement of 5G, and is the path to 6G. On the one hand, 5G-A effectively supports the scale growth of 5G applications and the development of digital innovation; on the other hand, 5G-A, as a necessary path to 6G, will validate a portion of the key 6G technologies in advance, accumulating important experience for the development of 6G standards and the landing of technologies.” Zhu Xiaodan said as follows.
The first version of 5G-A, R18, will be frozen in the first half of 2024, and the industry chain is accelerating its pre-commercial preparations from networks, terminals to applications. Huawei expects the industry to usher in the 5G-A era in 2024.
Du Yeqing also summarized the five major trends of 5G-A: in the future, 5G-A will move towards immersive interactive experience in “connecting people”, towards full-scene connectivity in “connecting things”, and towards core production links in “connecting industries”. In the future, 5G-A will move towards immersive interactive experience in “connecting people”, full-scene connectivity in “connecting things”, core production in “connecting industries”, high-reliability intelligent transportation in “connecting vehicles”, and ultra-high-definition 3D screens in “connecting families”, empowering the transformation and upgrading of the whole industry.
5G-A terminals and explosive applications are gradually maturing The most important part of the maturity of the 5G-A industry is the maturity of terminals. At present, computers and PADs supporting 5G-A applications are already on the market.
According to Luo Zinan, senior product manager of Acer China, Acer is currently launching naked eye 3D products covering a variety of forms, such as creation books, game books, monitors, etc., which are widely used in the fields of graphic design, gaming, medical care, education and so on.
Terminals alone without applications can’t put 5G-A on the fast track. Currently, naked eye 3D, XR is the most obvious C-end user perception of 5G-A burst application, because these two applications on the downlink rate requirements are extremely high, and 5G-A can provide 10Gbps downlink rate, 1Gbps uplink rate of the ultra-large bandwidth capacity just can support.
The IT Times reporter made a special trip to experience the computer and PAD supporting naked eye 3D in a moving car, even at high speeds, it is not easy to produce a sense of vertigo, especially naked eye 3D games, so that people have a more immersive feeling. During the Asian Games, viewers will also be able to watch the games in 3D. After transcoding in the cloud, 2D live video can be converted into 3D content in real time, with no significant delay under 5G-A plus.
This was possible due to the deployment of 5G-A base stations along the route.
On September 14, nine days before the countdown to the Hangzhou Asian Games, IT Times experienced a 5G-A 10Gbps route: starting from Zhejiang Mobile Company, the route passed through the Boao Tunnel, Guanlan Road, Fengbei Road, and Pinglan Road, and along the way, it demonstrated 5G-A’s pilots of low-altitude passive sensing, road passive sensing, and passive IOT in logistics.
Guanlan Road has become one of the world’s “fastest” roads, a scenic road connecting the Olympic Sports Center and the Asian Games Village, with 13 5G-A sites along the road, the first in the world to realize the deployment of 10 Gigabit networks, with peak wireless network speeds of more than 10 Gbps, and network speeds of more than 5 Gbps in the mobile state, reaching the 5G-A network speed standard. The 5G-A network speed standard, which is ten times higher than the 5G rate, can meet the higher demand for network of C-end applications such as naked eye 3D and XR cloud game.
For the B-side, 5G-A passive IOT has the characteristics of low cost, self-supply, wide applicability, green and low-carbon, enabling hundreds of billions of connections in warehouse inventory, production line digitization, logistics tracking and other scenarios.
In the Asian Games Village, Yuantong Logistics adopts 5G-A passive IOT technology with the support of its partners to realize remote automatic inspection and real-time scheduling and management of logistics vehicles, so as to ensure the safe and efficient operation of Asian Games material transportation.
Zhao Weiwei, head of operation of Yuantong’s Asian Games Village logistics service guarantee group, introduced that through the automatic inspection of 5G network, the battery surface temperature of every logistics vehicle in the Asian Games Village can be monitored in real time at the minute level. These data are not only reported at a frequency of minute level, but can also be presented directly on the big screen for real-time monitoring and management by staff.
How to protect the Asian Games major events site network smooth, and carry the opening and closing ceremonies 100,000 people at the same time the ultimate challenge of the Internet? Network intelligence technology comes in handy.
In the 48 competition venues of the Hangzhou Asian Games, Zhejiang Mobile joined hands with Huawei’s intelligent heavy security solution based on digital twins and AI, predicted network hazards with high precision, and shortened the inspection time of the server room from 30 minutes to 10 minutes using AR technology. The venue presents real-time network posture, real-time perception and response to network emergencies, combined with indoor environment positioning technology, cell phones automatically find hidden equipment, combined with AR technology to visualize the root cause of the fault, troubleshooting efficiency by 50%.
The next step in the development of 5G will usher in the era of 10,000 trillion, and 5G-A will move from the Asian Games to every corner of life.
Yesterday the iPhone 15 series went on sale and many people got their hands on the first batch of machines.
The other popular flagship in recent times is the Huawei Mate 60 series, which has a very amazing addition to the network in particular, making everyone very curious.
A blogger was the first to test the internet speed of the Huawei Mate 60 Pro and the iPhone 15 Pro:
In the same location and at the same time, the Mate 60 Pro download speed reaches 1037Mbps, while the iPhone 15 Pro is only 196Mbps, the gap between the two is more than five times.
Upload speeds also widened the gap, with the Mate 60 Pro reaching 109Mbps upload and the iPhone 15 Pro only 43.2Mbps.
Of course, it is true that this test comparison is not rigorous, just a display reference of the approximate performance of the two phones.
But it is clear that the download speed of 1037Mbps is the standard performance of the Mate 60 Pro.
Previously SpeedTest “speed test network” tool “network speed manager” through the official public number announced the Huawei Mate 60 / Pro series of cell phone network speed test situation, is a combination of tens of thousands of times a large number of tests, more authoritative.
According to the statistics of the big data platform of the speed test network, under the environment of Wi-Fi network, the download network speed of Mate 60 cell phone reaches a maximum of 949.93Mbps, and the upload network speed reaches a maximum of 260.83Mbps;
Under the mobile data network environment, the maximum download speed reaches 973.7Mbps and the maximum upload speed reaches 194.01Mbps.
2. Measured Internet speed of Huawei Mate 60 Pro cell phone users
According to the statistics of the big data platform of Speed Test, under the environment of Wi-Fi network, the download network speed of Mate 60 Pro cell phone reaches up to 1617.97Mbps and the upload network speed reaches up to 621.15Mbps;
Under the mobile data network environment, the maximum download network speed reaches 1205.57Mbps and the maximum upload network speed reaches 877.14Mbps.
In addition to the processor, system, and network speed, the Huawei Mate 60 Pro also features a technology that “breaks the sky” – satellite calls.
The phone can be directly connected to the Tiantong-1 satellite system, so you can make calls even when there is no signal, and the model covers all of China’s territory and territorial waters.
It is worth mentioning that China Telecom has recently issued a heavy benefit for this feature, from now until December 31, all users can experience the “cell phone directly connected to the satellite” function for free.
This is the same starting package that China Telecom just launched for Huawei, the original price is 10 months / month, you can have the ability to make satellite calls, but does not include voice packages, calls have to be charged, 9 yuan / minute.
With this free benefit, it allows everyone to try out the experience when they get the phone, making it easy to understand the operation process, as well as experience and demonstrate this exclusive feature.
Although for daily life, Huawei Mate 60 Pro’s satellite calls may not be too useful, but if you go to the wilderness, deep in the mountains, or if the signal is disconnected after a flood or an earthquake, being able to communicate with the outside world through a direct satellite connection is likely to result in your salvation.
From a number of sources close to Huawei Consumer BG and BYD senior informed sources, Huawei Kirin chip is independently exploring the application of landing in the field of automotive digital cockpit, the first product is the Kirin 710A, has signed a cooperation agreement with BYD.
It is reported that this cooperation is Kirin belongs to the Hesse company directly and BYD cooperation. BYD has already gotten the technical documents of Kirin’s chip and started to develop it. The Kirin chip is Huawei Hath Semiconductor’s self-developed cell phone chip, which is currently only available for Huawei and Honor phones. Huawei plans to create an exclusive platform for smart cockpits through the Kirin chip and Hongmeng operating system for smartphones.
In recent years Huawei has been promoting cooperation with car companies to fully enter the automotive field. Previously, Huawei has signed an agreement with Changan Automobile. on August 17, Changan Automobile and Huawei signed a comprehensive and sustainable deepening of strategic cooperation framework agreement. According to the agreement, Changan Automobile and Huawei will cooperate in digital transformation, computing power center, cloud business, industrial software, software tool chain, overseas business, optical storage and charging field, and jointly improve the cooperation promotion mechanism.
