Forward-looking: A new paper provides a concerning projection for copper supply over the next few years and the effects it could have on the development of EV technology. Significantly more copper mines will be needed, or we could adapt the hybrid model to achieve the best results for both greenhouse gas emissions and supply requirements.
Why it matters: AMD is in the unique position of being the primary competitor to Nvidia on GPUs – for both PCs and AI acceleration – and to Intel for CPUs – both for servers and PCs – so their efforts are getting more attention than they ever have. And with that, the official opening keynote for this year's Computex was delivered by AMD CEO Dr. Lisa Su.
The 16-core Ryzen 9 9950X and three more new CPUs will debut next month
Highly anticipated: AMD has announced new Ryzen 9000 desktop CPUs based on the Zen 5 architecture, alongside new motherboard chipsets to support them. Additional details about the AM5 socket and new mobile chips with a heavy dose of AI were also revealed. We were briefed ahead of the Computex keynote, and are now over in Taipei, covering the floor with more coverage to come.
Something to look forward to: AMD is reportedly planning an initial launch of four Zen 5 CPUs ranging from 6 to 16 cores. The Ryzen 9 9950X flagship will be a 16-core / 32-thread CPU, followed by the 12-core / 24-thread Ryzen 9 9900X, the 8-core / 16-thread Ryzen 7 9700X, and the 6-core / 12-thread Ryzen 5 9600. The TDPs range from 65W for the 9600 to 170W for the 9950X.
The big picture: The Office of the US Trade Representative has extended tariff exemptions on certain PC components several times since the Trump administration recommended tariffs on Chinese imports in 2018. Although there are no signs of an eventual end to the trade action, PC hardware vendors can breathe a sigh of relief until the middle of next year.