2024 will be noted as the year when some of the old stuff dropped off the screen.

Do not buy PC Stuff just using your old style PC moldy knowledge, as that knowledge is grievously out of date.

Your old physical hardware is still actually OK for most home PC uses, if you will just change your operating system to one that accepts both old and new stuff on a level, fast changing playing field.  

Yes, I mean you will have to use open source softwares ......  like Linux Mint.


If you are mentally stuck in Wintel Land, sorry, you are screwed over big  time as something in your rig will always be lacking or out of whack.  

If you stay with Windows you will have to buy new hardware repeatedly every few years as Wintel orders you to do so.


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How fast is this new AI  changeover coming?   Really really really fast ........

AMD had figured 50% per year in processing ability change due to AI changeover per year over the next 4 years (yes, that is some really large growth on top of large transition benefits).

They were too conservative, AMD now they say 70% - 80% delta per year (limited mainly by needing brand new long lead time TSMC production equipment, not by the raw demand which is basically endless.

Intel is caught going backwards right now, as the last new generation moves backwards a bit in the latest Intel throughput numbers.


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TSMC has been challenged by the various nation states to increase their build tempo to QUADRUPLE the number of high EV lithography lines they can complete per quarter, measured year on year.

And this is still not going to be enough .......    New vendors like Canon are being encouraged to jump into this space with competing styles of production equipment.

First new 2024 innovation/industry shift is Microsoft showing signs of partnering with AMD on joint new 2024 items instead of partnering with Intel.

Intel was not invited to this particular Microsoft/AMD party at this time as Intel has no significant new innovations to share for industry progress for this year.  

Literally, Intel chipsets on offer right now will run better on Win 10 than they will on Win 11, much less than running the best on the upcoming Win 12 which is what Microsoft really needs right now.

Yes, the latest Intel generation does not run as fast as previous generation's products run under the older Win OS generations.

Yes, something is indeed wrong in Wintel land ......

MS needs an innovation progress partner for Win 12, and Intel is all tapped out and snarled up in the past at the moment.   Can AMD meet this need or will Intel have to come back in later on with some "winning mix of features and speed"?

Intel will certainly ring in later on, we are fairly certain of this.   But right now, AMD seems better positioned to be the early partner/winner.


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MS Clippy gets an upgrade --- to Microsoft AI Assistant.

Microsoft is putting AI right out up front in Windows 12 --- how well the processor makers and the various software vendors can do this new tech spells out who will be a winner in 2024.


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Intel has bought the very first section of a brand spanky new ASML production lithography process line.   This refers to Intel's plan to dominate the world at 1.8 angstrom lithography in 2-3 years from now.

Why wasn't TSMC/Apple first in line to get the first 3 lines of this break-through technology  as they normally are?    Apple buys the actual lines from ASML, then has them shipped and installed at TSMC by ASML led tech teams at an Apple specific TSMC facility and Apple then owns all the production rights from off of these new lines until Apple rolls down to a new lower lithography level.
 
????????  

Rumor is that the newest < 2nm ASML stuff really doesn't really work all that well right now, and TSMC/Apple are waiting on Gen 2 or Gen 3 of 2nm for ASML to get the bugs worked out properly before they fully buy into it.  Until then, Intel is left as the only one holding the dubious 18a lithography sack and it stinks pretty bad right now .....


Also we got Canon/Japanese gov. backed competitive units that are coming with a completely new approach to chip making that is far faster and far far cheaper to implement.

On top of this, Apple is having some money problems right now due to large amounts of unsold inventory resulting from their last big TSMC/Apple/ASML project. collaboration.  

This is also due to things not working out as well as expected in a China environment that is rife with Huawei's new processors and Huawei's new Harmony OS that are cutting deeply into Apple's sales in China.

This may lead to the  earlier than expected release of the current set of dedicated Apple processor lines to do state of the art work for AMD and others ......

KEY TAKEAWAYS on leak from xda developers on the AMD Strix Point APU processors

AMD's upcoming Ryzen 8000-series 'Strix Point' APUs will likely have 16 RDNA 3.5 GPU cores and 12 Zen 5 CPU cores, making them powerful hybrid processors that would not require a graphics card to do AAA gaming.


https://www.xda-developers.com/amd-ryzen-8000-strix-point-apu-leak/


A leaked screenshot suggests that the APU in question has a 45W TDP, indicating that it may be designed for laptops rather than desktops.

The leaked information also mentions the APU's clock speed, memory configuration, and CPU design, hinting at a competitive offering from AMD compared to Intel's upcoming Arrow Lake processors.

AMD is expected to release its Ryzen 8000-series 'Strix Point' APUs late this year, featuring a combination of Zen 5 CPU cores and RDNA 3.5 integrated graphics. Earlier leaks already revealed several key details about them, including the CPU core count, and now another massive leak has seemingly revealed the full GPU core count of what is likely a Strix Point engineering sample.

According to a HWiNFO screenshot posted on Performance Databases, the Ryzen 8000 series could come with 16 RDNA 3.5 GPU cores and 12 Zen 5 CPU cores in a hybrid config. The particular chip detailed in the report comes with a 45W TDP, which suggests it could be meant for laptops rather than desktops. As can be seen from the screenshot, the leaked APU will come with 1024 unified shaders, which translates to 16 Compute Units.

It is now being reported that Intel has lapped Samsung and Intel is now the largest "chip producer" in the world.

Watch out for claims like these using metrics that count memory sets as chips as well as counting individual processor tiles as chips .....

Counting only finished assembled CPUs (and not chiplets or memory) is a lot harder to do, but this information would be more relevant to the compute race going on right now.


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Still, Intel is apparently picking up some steam of late, no matter how you bean count it.


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TSMC is the world's largest chipmaker using any of these metrics, this is realized after pulling  thumbs out of various orifices and ignoring Intel's ever different funny definitions of what a chip is.  

It is funny, even after allowing Intel to cheat as much as they want, TSMC wins anyway once the Intel funny business is applied equally to both companies.