Chinese game version numbers are restarted, 45 games are approved, and Baidu is listed

According to the Economic News Agency, China will start to regulate the game industry in 2021. In order to prevent teenagers from indulging in online games, it will limit the time of games and suspend the approval of game version numbers. After a lapse of more than 8 months, China restarted the distribution of game version numbers. On the 11th, the State Press and Publication Administration of China announced a list of a new batch of Chinese-made game version numbers. The version number distribution involves 45 games. The approval time is shown as April 8. However, none of Tencent and NetEase’s games have been included in this batch list.

Among the 45 games approved this time, 5 are client games (computer games) and one Switch console game, and the remaining 39 are mobile games (mobile games), including “Party Star” by Xinxin Company, Chuangmeng Tiandi’s “Be Careful” and Baidu’s “Attack Rabbit”; as well as the computer game “Jianwang 3 Origins” developed by Xishanju, a subsidiary of Kingsoft, the mobile game “Youth Three Kingdoms: Pocket Battle” by Youzu Network, and Sanqi Mutual Entertainment The “Dream Voyage” of “Dream Voyage”, as well as the games of Zhongqingbao are also on the list.

Inspired by the news of the restart of the game version number, the game industry index stocks rose more. As of the noon closing of A shares, Glacier Network, Dasheng Culture, and Youzu Network temporarily closed their daily limit, Zhongqingbao rose by more than 6%, and Sanqi Interactive Entertainment fell nearly 6%. In terms of Hong Kong stocks, as of around 11:30, Bilibili rose more than 7%, Xinxin company rose more than 6%, NetEase and Tencent rose more than 2%, and Baidu fell more than 1%.

Analysts believe that last year was a severe winter for the Chinese game industry. Under the dual pressure of the suspension of version number issuance and the protection policy for minors, the valuation of games has fallen to the lowest level for many years. With the restart of the version number, many analysts He said that in the medium and long term, the inflection point of the game industry’s valuation repair has come, and the future development of the game industry should be explored in a more high-tech direction. However, some analysts pointed out that as the tightening of the number of game version numbers issued has become the norm, it will guide game companies to improve the quality of games, which is also an important way to promote the industry’s high-quality development.

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Epic teams up with LEGO to create a kid-friendly metaverse

Epic and LEGO have formed a long-term partnership to “shape the future of virtual worlds” by building digital experiences for children to play safely. While the two companies’ announcements didn’t specify specifics, they set out three basic principles that drive the development of virtual worlds: prioritizing children’s well-being; protecting children’s privacy; and providing children and adults with the tools necessary to shape personal digital experiences.

Tim Sweeney, founder and CEO of Epic Games, said: “The LEGO Group has engaged children and adults with creative play for nearly a century, and we’re delighted to be working with LEGO to create virtual worlds that are fun, new and designed for kids and families. Design space.”

There are thousands of definitions of the metaverse by vendors, but it is generally considered the next transformation of the Internet: a virtual cyberspace that opens up new avenues for users and brands, services and online interactions. Sweeney has previously said that he envisions the Metaverse as an online playground, a public space where people interact with brands and other users, switching seamlessly between multiplayer games, streaming entertainment platforms and other digital experiences.

It’s unclear how the new program content or the LEGO brand will affect the Epic metaverse, and Epic Games declined to give further details.

With Epic’s Unreal Engine and extensive game development experience, the collaboration will enhance the potential of LEGO Sandbox mode to compete with popular creative game platforms such as Roblox and Be a God of Creation. Epic has achieved success with Stronghold Heroes, which generated more than $9 billion in revenue in 2018-2019.

The decision to partner with Lego was not part of Lego game studio TT Games, a decision that could be related to work environment issues identified in a Polygon report in January. Ex-employee alleges poor working conditions, says management has ambitious plans for the latest game “LEGO Star Wars: The Legend of Skywalker” to make games at the expense of employees working 80-100 hours a week, the question is whether to use Epic Unreal Engine. Polygon said employees warned management that continuing to make LEGO Star Wars: The Skywalker Saga using the studio’s proprietary engine, NTT, could strain the already scarce development time. Although employees supported the switch to Unreal Engine, management opted to use the NTT engine to save on royalties.

Sony takes on Microsoft head-on, launches new PlayStation Plus in June

The global game industry is moving towards the trend of “Cloud Gaming”. Players can play well-known masterpieces immediately without spending time downloading games through cross-platform devices such as computers and home game consoles. Recently, the game giant Sony announced that it will launch a new “PlayStation Plus” game subscription service in June to face Microsoft’s Xbox Game Pass.

CNBC and The Wall Street Journal reported that Sony will launch a new PlayStation Plus in June this year, integrating the existing cloud game service “PlayStation Now” into the online multiplayer service “PlayStation Plus”, first landing in the United States, Europe and Japan and other markets , provides 3 membership levels, the monthly fee is divided into 9.99 US dollars, 14.99 US dollars, 17.99 US dollars, the game library contains hundreds of games, players can choose a suitable plan according to their needs.

Industry insiders believe that this move is mainly for Sony to take on Microsoft’s Xbox Game Pass. Launched in 2017, Xbox Game Pass lets players play online multiplayer games and access hundreds of games on consoles through the cloud. According to Microsoft’s January release, Xbox Game Pass currently has 25 million subscribers.

In order to develop its own game subscription service Xbox Game Pass, Microsoft has invested heavily. In January this year, it announced the acquisition of the US game giant Activision Blizzard for US$68.7 billion in cash, which became Microsoft’s largest acquisition in history. Market attention.

Despite a shortage of parts and hampered logistics, Sony’s PlayStation 5 has far outsold its rivals. According to Sony’s earnings report, the PlayStation 5 has sold a total of 17.3 million units worldwide by the end of 2021 since it went on sale at the end of 2020. Microsoft has not released actual Xbox sales, but market research firm Niko Partners estimates that two new Xbox consoles, launched in the same month as the PlayStation 5, will sell 12 million units globally by the end of 2021.

However, according to Ampere Analysis, Microsoft leads the cloud gaming service subscriber base, with a 60% market share in North America and Europe, while Sony’s market share is only 7%. Cloud gaming services account for only 4% of global gaming spending.

Foreign media previously reported that cloud streaming games have completely subverted the game industry, because cloud games are calculated in data centers, and players can play games with high hardware requirements without buying expensive computer equipment. And Microsoft has the powerful advantages of its own Azure cloud platform, so it has an advantage in the field of cloud gaming.

GPU prices fall, Asus graphics cards expected to drop in April

Recently, the graphics card market has been affected by the decline in GPU costs and the decline in demand for cryptocurrencies, and prices have continued to decline. According to data, the price of graphics cards has been the lowest since January 2021. According to media reports, the board leader ASUS expects to reduce the price of graphics cards in April.

Foreign media “TomsHardware” reported that GPU prices, whether NVIDIA or AMD, are on a downward trend, even the lowest prices since January 2021, and graphics card prices have also loosened. An email from ASUS, a major domestic board card manufacturer, confirmed that the price reduction of graphics cards will begin in April, covering entry-level, mainstream and high-performance graphics card models.

Foreign media have reported that since entering 2022, the average prices of NVIDIA GeForce RTX 30 series and AMD Radeon RX 6000 series have declined, and the price trend report shows that neither Huida GeForce RTX 30 series or AMD Radeon RX 6000 series will drop to January 2021. The lowest in the month, in addition to the graphics card supply situation which is the best since the beginning of 2021 and continues to improve, retailers in North America or Europe have more stocking, and the demand for cryptocurrency has decreased recently, and the demand for mining graphics cards has decreased.

ASUS is one of the largest graphics card brands, and this price reduction plan is quite valuable for market reference. In January and April 2021, ASUS raised the price of graphics cards on the grounds of tariffs, components and high market demand, and then led the price trend of the graphics card market. At present, ASUS graphics cards have two product lines, NVIDIA and AMD, and there should be Intel graphics cards next. But this price cut announcement only mentions NVIDIA GeForce RTX 30 series graphics cards.

Although the reason for Asus’ price reduction is tariff adjustment, it should not be the only reason. In addition, the price reduction is not a one-off, and not all manufacturers have reduced the entire range of products. It remains to be seen how much the price of terminal products will drop. Combining all aspects of information, the price of graphics cards will gradually fall in the future, which seems to be an inevitable trend.

The mobile game “Genshin Impact” became popular, New York Times: China is changing the global video game industry

The Chinese mobile game “Genshin Impact” has become popular in recent years. The New York Times reported that in the global video game industry with an annual output value of 200 billion US dollars, “Genshin Impact” has become popular all over the world, symbolizing the rise of the Chinese game industry and challenging the dominance of the United States and Japan. status.

According to a report by The New York Times on the 18th, “Yuan Shen” was released at the end of 2020 and was developed by Shanghai-based Mihayou Company. It is the first mobile game in the Chinese game industry to become popular all over the world. Monitoring firm Sensor Tower said Genshin Impact earned $2 billion in its first year on the market, setting a mobile game record.

The report said that although Genshin Impact is a free-to-play game, it has created a lot of revenue. Its success represents that China is changing the global video game industry that has long been dominated by the United States and Japan and has an annual output value of 200 billion US dollars.

Japanese developers still dominated the market four years ago, but about one-third of Japan’s top 100 mobile games now come from China, according to research firm Niko Partners.

The report quoted Yukio Futaki, a game developer in Fukuoka, Japan, as saying, “Genshin Impact is great. In terms of technology, art and entertainment, people in the industry think ‘we are in trouble'”.

Futaki Yukio said that the biggest threat to the Japanese game industry is not China. The problem is still related to Japan’s aging, shrinking market, licensing agreements, and the company’s refusal to accept new ideas. “No Japanese company is willing to pay for our company to make the game it wants to make. Chinese companies recognize us the most, and we can retain all intellectual property rights in investment projects.”

However, according to the analysis of the report, “Yuanshin” relies on Japan’s soft power, which proves that China’s soft power is limited. For many years, the Chinese game industry has been isolated from the rest of the world. Under the strict scrutiny of the government, the lack of creative soil has made it difficult for the video game industry to produce original content that is popular all over the world. Although China has the technology, it still lacks original ideas.

“Among Us” server temporarily shut down due to DDoS attack

The game “Among Us”, launched by developer Innersloth in 2018, was recently attacked by a hacker DDoS, causing the official to temporarily shut down the server, and it is still undergoing emergency repairs.

“Among Us” is an online multiplayer game that combines teamwork and wits. Inspired by the tabletop game “Hitman,” the player takes on the role of the crew of a spaceship and must find out the ghosts in the team during the mission. The inner ghost’s mission is to kill all the crew members without being identified, and after its launch, it became a global hit.

However, players have reported that they have been unable to play online since March 24, and gradually affected all game platform players on the shelves, including iOS, Android, Xbox, Steam, Windows, PlayStation, Epic Game and Nintendo Switch.

servers are still down while we work to fix the DDoS sabotage

they may come on/off but will update u when we think they're stable, sorry!!! pic.twitter.com/vMmb74ttbJ

— Among Us (@AmongUsGame) March 26, 2022

The official Twitter announced the news that the server was attacked by hacker DDoS yesterday local time, and said that it is rushing to repair, some servers have begun to return to normal, but so far it has not been completely resolved.

In line with the humorous style of the game itself, the official Twitter announcement is also humorous about the attack, “Our server was attacked lol”, “It’s really too much to go to work on Saturday, I should have gone to eat at this time. Delicious.” Players also responded in a lighthearted manner.

It is not clear why the hackers attacked “Among Us” on a large scale. After all, although this game is very popular, the number of players has decreased a lot in the past two years after reaching the peak of traffic in 2020, so the official follow-up is still to be done. Publish information about the attack.

NVIDIA aims at a $1 trillion business opportunity, and its stock price has risen by more than 30% in the past 8 days

MarketWatch reported on March 24 that Raymond James analyst Chris Caso gave NVIDIA Corporation a “strong buy” investment rating. He pointed out that Huida recently mentioned at the legal conference that for Huida, the “accessible market size” (TAM) of software is three times that of the video game market, and video games currently account for 45% of Huida’s overall revenue. .

Evercore ISI analyst C.J. Muse gave Huida an “outperform” investment rating and set a price target of $375. Huida’s historical strengths and $29 billion in R&D spending over the past two decades have convinced Muse and his team that the company’s hardware and software strategy should lead to world-class organic growth in the years to come.

Huida: Software TAM totals 300 billion US dollars
Huida pointed out at the 2022 law conference a few days ago that among the $1 trillion TAM, video games, chips and systems, artificial intelligence (AI) enterprise software, Ominverse enterprise software, and automotive accounted for $100 billion and $300 billion respectively. USD, USD 150 billion, USD 150 billion, USD 300 billion.

In the fourth quarter of fiscal 2022 (ending January 30, 2022), Huida’s revenue increased by 53% year-on-year (8% quarter-on-quarter) to a record-breaking $7.643 billion. Among them, video game chip business revenue increased by 37% year-on-year (6% quarter-on-quarter) to a record-breaking $3.42 billion.

Huida will announce its financial results for the first quarter of fiscal 2023 on May 25, 2022.

Huang Renxun: Grace is a new growth market for Huida
Yahoo Finance reported on Thursday that huida chief executive Huang Renxun pointed out in an interview that the super chip, called Grace, represented huida’s new growth market. Designed for AI system applications, Grace has 144 cores, twice the memory bandwidth, and the energy efficiency of high-end cutting-edge server chips.

Huang Renxun said that for the application scenarios of the entire data center, whether it is scientific computing, AI, application software training/reasoning, AI deployment, edge data centers or autonomous driving systems (self-driving cars), Huida has corresponding data center-scale products. And technology.

Huida on Tuesday announced the start of production of the NVIDIA DRIVE Orin autonomous vehicle computer. Huida said that the cumulative design order value of NVIDIA DRIVE in the next six years has exceeded 11 billion US dollars.

Huida rose 9.82% on Thursday to close at $281.50, a new closing high since January 6, and a cumulative increase of 32% in the past 8 trading days.

If there is a “face pinching competition”, humans can only take second place

The sci-fi movie “Blade Runner” has constructed a future world that is difficult to distinguish between true and false: “replicants” made by humans are exactly the same as human beings. Unless an emotional test or a hidden model number is found, it is impossible to identify whether they are “replicants”.

This kind of future world may be a little far away, but if you only look at the face, you can’t tell the real and fake photos now.

AI “Fake Face” Crosses the Uncanny Valley
Look at a set of pictures first, do you have the confidence to recognize the “fake face” at a glance? Which of the following faces is fake? (See the end of the article for the answer, but don’t worry, there are many more faces to come.)

“Fake face” refers to AI-synthesized faces, not real photos. If you find it difficult to judge true and false, don’t worry, you are not the only one. Professor Hany Farid of the University of California, Berkeley, has been engaged in AI image synthesis technology for many years, and a recent study published in the Proceedings of the National Academy of Sciences shows that AI-synthesized faces are no different from real people, and even look more trustworthy than real people.

The results of the study were unexpected. Dr. Sophie Nightingale, who participated in the research, said that the purpose of the research at the beginning was to find a way to improve the credibility of AI faces by comparing with real people. Farid believes that the development and progress of AI image synthesis technology is very fast, faster than traditional CG imaging.

We believe that the Uncanny Valley effect of static faces has been crossed.

The Uncanny Valley Effect is a psychological theory. People will have a favorable impression of objects similar to people, but when the similarity reaches a certain level (such as zombies, dolls), people’s reactions will turn to extremely negative and disgusting. When the similarity rises again and gets closer to the real person, the emotional response of the person will return to a positive one, and there may be an empathy effect.

Judging from the results of Farid’s experiments, AI synthetic faces are likely to have left the “Walking Dead” stage. How is such a realistic human face synthesized? Generative Adversarial Networks (GANs) are currently the most mainstream algorithms. The name sounds difficult, but the logic is not complicated.

In short, GAN has “painters” and “appraisers”. The painter needs to draw a picture that looks like a real person as much as possible and give it to the appraiser for judgment. The appraiser has seen a lot of real-life photos before making a judgment, and analyzed the facial features. When the painter’s painting can fool countless appraisers who read faces, the perfect AI synthetic face photo was born. After continuous learning, the appraiser’s accuracy will improve, and the painter’s skills will also increase. The two form a confrontational relationship and improve the quality of the composite image until the fake is confused with the real.

The Farid experiment uses the Huida Nivdia StyleGAN2 model. In order to study the reliability of synthetic photos, the researchers conducted three experiments.

For the first time, 315 participants were invited to distinguish 128 groups (a total of 800 groups) of real photos and AI composite photos. As a result, the average correct rate of participants was less than 50%, only 48.2%. The second time, 219 new participants who were trained were asked to take the same test, and they were told whether they were correct or not after each answer.

The researchers explained that the accuracy rate of the second experiment improved, but only slightly more than 50%, reaching 59.0%. Farid and Nightingale were not surprised by the realism of the AI ​​composite photos, but the results of the third test were unexpected.

For the third time, 223 new participants rated the reliability of the same batch of photos from 1 to 7. The results showed that the reliability of AI-synthesized photos was 7.7% higher than that of real photos. This small gap is significant for statistics. Significance.

Researchers believe that AI composite photos with certain credibility are likely to be used by criminals, defraud or cause confusion on social networks, and need to be paid attention to by the society, and the development of composite photo technology needs to be restrained. The question is, since AI synthetic face has certain risks, why do people still invest in research?

The AI face is very good, but the “double-sided blade”
At the 2019 E3 video game exhibition, Keanu Reeves made a surprise appearance at the “Electric Rider 2077” event, which instantly detonated the audience’s emotions.

Because in the virtual world, lifelike faces can give players a strong sense of immersion, and the game machine can be improved. Real face models instead of digital face pinching have become a means for more and more game manufacturers to shape their characters. However, the use of real face models represents high portrait licensing fees and motion capture costs, which are unaffordable for small studios. At this time, copyright-free AI synthesis of human faces can come in handy-playing virtual characters by non-existent people. Sounds too reasonable.

Generated Photo, a free AI composite photo project, has partnered with animation software company Reallusion to use AI-synthesized portraits to create 3D images for animation, games or advertising. Developers can freely choose race, age, and gender, and there will be no copyright issues. Imagine that NPCs such as The Sims or GTA have real faces, and the sense of immersion and presence will be greatly improved.

In addition to games, customer service software also requires a large number of real avatars to communicate with customers. If you replace real avatars with AI avatars, you can avoid copyright disputes and protect personal privacy. Although AI composite photos have reasonable significance, they will also have an impact on the authenticity of online photos. After all, no one wants to be courteous to people who do not exist when using a dating app.

Farid believes that the only way to solve this problem is to add a “authenticity” certification to each photo of a real person, so that when others view and use the photo, the authenticity can be recognized. It sounds like a reverse version of “Blade Runner”, where humans engrave numbers on replica eyeballs, while reality labels real-life photos to fight “fakes”. At present, Adobe, Microsoft, etc. have been promoting related technologies.

In February 2021, Adobe, Microsoft, Intel, Arm, and Truepic jointly established the Content Origin and Authenticity Alliance (C2PA) to combat fake information and establish technical standards that can verify the authenticity and traceability of images. The verification method is also very straightforward—information such as photo shooting, post-production or retouching is kept intact on the blockchain, and no matter how the photo is changed, the original file information can be directly viewed.

There will be an additional “i” in the upper right corner of the certified real photo. When you click it, you can see the detailed information such as the shooting date, location, and lens generated by the camera. If someone has used Photoshop and other software to modify the photo, you can also Return to view the original image.

C2PA certification technology can ensure the authenticity of photos in official fields such as news to a certain extent, but due to the short establishment time, only some media or social platforms currently use it, and it is too early to provide authenticity guarantee for all content on the Internet. That is to say, for a period of time, AI composite photos may be a social security concern, because image synthesis models such as Nivdia StyleGAN2 can be downloaded on open source platforms such as Github. Is it really safe to do so? Farid believes that this requires careful consideration by technical personnel after balancing the benefits and risks.

The question is, there are so many faces in this article, which ones are real people?

The answer is: Except for those with special labels, they are all fake.

NVIDIA Songkou considers looking for Intel as a foundry, Lu Xingzhi: Diversify risks and know yourself

Huang Renxun, founder and CEO of GPU maker NVIDIA, publicly considered using Intel’s foundry services for the first time. Former well-known foreign analyst Lu Xingzhi said that although NVIDIA has learned the hard way of switching to foundry, using Intel’s foundry services To suppress the price increase of TSMC’s advanced process, it is also a necessary way to diversify risks. It is possible to know the progress of Intel’s process development, so as to achieve the purpose of knowing ourselves and ourselves for TSMC and ourselves.

Lu Xingzhi pointed out on his personal Facebook fan page that NVIDIA announced for the first time that it would consider cooperating with Intel’s foundry. He has several views to share:

1. Mr. Huang disperses the risk of wafer foundry. It is true to consider cooperating with Intel to suppress the price increase of TSMC’s advanced process, but the painful lessons of Altera, Qualcomm, and NVIDIA before switching to foundry, NVIDIA is not ignorant, of course, as the CEO of NVIDIA , it is necessary to diversify the company’s foundry risk.
2. Intel has to compete not only with NVIDIA in the GPU market, but also in the CPU market. It is a bit strange to hand over the most advanced designs to Intel (NVIDIA also announced that it will buy ARM knowing that it will not pass) It is strange, but both have other purposes). Mr. Huang said that it doesn’t matter. Before, many product content blueprints were shared in advance. Intel has long known the secrets of NVIDIA, but I think the original chip design is very different from the product, especially the tape-out time is very early. It is common sense that the foundry does not compete with customers. Could it be that the core values ​​that Zhang Dong insisted on in the past were all nonsense.
3. I think that the main reason is that Mr. Huang takes Intel as an arrow (TSMC is a smart person and it should be very clear), NVIDIA should be the last two of all TSMC customers (the other is AMD) will use Intel’s foundry Intel Foundry Services A company that makes a lot of advanced products (there is a good chance of mass production of some mature products). The point is to see if other customers can do it for Intel. Customers most likely to adopt Intel are system vendors such as Google, Facebook/Meta, Amazon, Alibaba, Apple, etc. Otherwise, Qualcomm, MediaTek, European, American, and Japanese automotive MCU and analog chip manufacturers, which have no obvious competition with Intel, especially after Intel bought the tower, these customers would suggest to stop and listen before they adopt IFS in large numbers.
4. The last point, just like Mr. Huang knew that the ARM transaction would not go through, but he still had to go through the process. As smart as Mr. Huang, he should have wanted to understand the progress of various product processes through cooperation with Intel, but then he would become a spy of TSMC, who knew himself and his opponent.

Graphics card prices plummeted due to both market supply and demand and performance constraints

Recently, the global graphics card prices have fallen. It is reported that NVIDIA has notified its partners that the production cost of graphics cards has dropped by 8% to 12%, which may cause the price of graphics card terminals to drop. There is a decline, causing players to pay attention.

The latest graphics card price trends show that both the NVIDIA GeForce RTX 30 series and the AMD Radeon RX 6000 series are at their lowest prices since January 2021. The Radeon RX 6500 XT was once lower than the official suggested retail price at the German retailer Mindfactory in February.

“TomsHardware” reported that the price of Huida’s top GeForce RTX 3090 graphics card in the German market has dropped from 3,199 euros in May 2021 to only 1,999 euros. The price of AMD Radeon RX 6500 XT has also dropped simultaneously, and the price of AMD Radeon RX 6500 XT with single/dual fan cooling has dropped to 169 and 179 euros. This is about 26.2% lower than the official suggested retail price in Germany of 229 euros including 19% VAT.

Market analysis points out that the price of graphics cards in Germany has fallen recently. In addition to supply and demand reasons, the Radeon RX 6500 XT uses Navi 24 core, 6nm process, 16MB wireless temporary storage, 16 CUs, 1024 stream processors, and 4GB GDDR6 display memory. , The speed is 18Gbps, because the PCIe 4.0 interface has only four channels, the display memory capacity is 4GB, and it does not support 4K H.264 / H.265 encoding and AV1 decoding. It may have a greater impact on performance or usage, and the performance is much lower than expected. Radeon RX The 6500 XT’s specs are inherently inadequate, or an important factor in the price drop.

In addition to the German market, the technology media “Hardware Unboxed” pointed out that the price of ASUS TUF Gaming OC graphics cards equipped with Huida GeForce RTX 3080 in Australia plummeted by 35% in one day, compared with the quoted price of 2,299 Australian dollars, it dropped to 1,499 Australian dollars in just one day. past decline. From China, board card manufacturers ASUS, Gigabyte, etc. have cut the price of each graphics card by more than RMB 100, and MSI may follow suit. None of the above manufacturers would comment.

Previous analysis pointed out that the main reason for the price reduction of graphics cards is that in addition to Huida, which has the highest market share, it also purchases Samsung and TSMC processes to meet market demand. Samsung is increasing its production capacity, and the RTX 30 and RTX 40 series can be effectively supplied under twice the wafer supply. , to relieve the shortage of GPUs in the market, and the processor giant Intel Alchemist GPU will also be launched. Although it remains to be seen to determine the supply, the addition of a third supplier should improve the shortage. In addition, Ethereum 1.0 and 2.0 are expected to merge in the second quarter. Although it may lead to the rise of other cryptocurrencies, it will somewhat reduce the demand for Ethereum mining, which will reduce the demand for GPUs in cryptocurrency and cause the price of graphics cards to drop.