Business in England, Scotland, Wales and Northern Ireland tell us what US tariffs could mean for them. Read...

MediaTek launched the Kompanio Ultra as the company’s premium Chromebook processor on Wednesday, predicting that it will easily offer the highest Minecraft performance of any Chromebook chip while bringing AI to the platform, too. Essentially, MediaTek launched the Kompanio Ultra to help answer the question: Which Chromebook should I buy? Besides Google’s own Chromebook Plus brand, there aren’t too many answers. Instead, the list of Chromebooks is a hodgepodge of various processors, including the Intel Celeron, Pentium, and Core processors; AMD’s A-series and Ryzen chips, and Arm processors like the Qualcomm Snapdragon and the existing MediaTek Kompanio 500 and 800 series. Google launched the Chromebook Plus specification to help clarify matters, but it certainly doesn’t help to differentiate the performance each chip can offer. MediaTek isn’t that well known, either. All of that sparked the need for a MediaTek “Ultra” brand, said Adam King, the vice president and general manager of computing and multimedia business for MediaTek, in a conference call with reporters. Around 2021, MediaTek tried the Kompanio 1000 chip, which fizzled. “We decided, if we were going to try again, we would,” King said. “We wouldn’t hold anything back. We would put the absolute best that we could out there, even knowing that it might not necessarily drive tremendous volume.” What’s in the MediaTek Kompanio Ultra? The Kompanio Ultra is an 8-core Arm CPU, on a 3nm process technology. It’s based upon a single Arm Cortex 3.62GHz X925 ultraperformance core, along with three Arm Cortex X4 performance cores and four Arm Cortex A720 efficiency cores. Those cores are paired with an 11-core Immortalis-G925 GPU that can perform ray tracing and output to three 4K displays at 60Hz while performing 10-bit 4K60 video encoding and decoding using the HEVC/AVC codecs. It uses an undisclosed amount of LPDDR5X memory. The chip supports Wi-Fi 7 and Bluetooth 6.0. MediaTek More importantly, the Ultra chip includes an NPU capable of 50 TOPS, leaving it able to perform whatever NPU-centric functions a Chromebook can throw at it. AI capabilities have pretty much ignored the Chromebook entirely, save for Qualcomm’s Snapdragon processors. Executives claimed that the Kompanio Ultra 910, the first chip in MediaTek’s new product class, could easily outperform Intel’s leader, Intel Core Ultra 5 115U and 125U, in the Chromebook space. The Ultra offers 18 percent faster single-thread performance and 40 percent more multi-thread performance, respectively. More importantly, the Ultra 910 can deliver 250 percent the frame rate of the 125U while playing Minecraft, MediaTek executives said, a key metric for elementary-school age kids. If you’re looking for the best Minecraft or Roblox Chromebook for your kids, you might want one with a Kompanio Ultra chip inside it. Users don’t need to trade off performance for battery life, either; MediaTek claims that the chip will deliver 20 hours of battery life on a 60Wh battery. Are Kompanio PCs coming? In fact, if there’s one area that’s been ignored within Chromebooks, it’s AI. King said that it’s likely that Google will address this in its May event, Google I/O. (Could Google announce a Chromebook Ultra then?) MediaTek executives said that the Kompanio Ultra won’t appear in Windows on Arm PCs, however, nor on tablets. So while we still expect MediaTek to eventually challenge Qualcomm in PCs, that will have to wait for another day…although that day doesn’t appear that far off, either. Read...

By now, you’ve heard of the U.S.’s decision to levy tariffs on imports—all goods made in China, as well as select materials worldwide, like steel and aluminum. At the time of this article’s publishing, taxes on products coming from Canada and Mexico also were likely to begin early April, with additional tariffs proposed for more materials and products worldwide. I covered the details about these tariffs in a FAQ, as well as a set of highlights for a shorter way to get up to speed on the situation. I also created a breakout of sample cost increases so you could better see what actual purchases could look like. But most news has focused on the immediate dollars-and-cents effect of these new taxes. What’s been talked about less are the other ways tariffs will impact the tech industry—consequences that could dampen or even drive back certain aspects that we currently take for granted. At best, we’ll see a temporary blow. At worst, we could feel this hit for years to come. Harder to obtain Technology has become more available to the masses over time. Long ago, personal computers were a rare luxury, found only in homes of enthusiasts or the well-to-do. But as popularity rose, devices and hardware became easier to get. People wanted to spend their money on fresh gear—and so supply became more plentiful. Remember when EVGA made graphics cards? Yeah, they don’t any longer, after looking at the cost of that part of their business. Let’s hope the tariffs don’t cause other companies to make similar moves within tech.Brad Chacos / Foundry But when prices go up, demand goes down. Companies already have an incentive to slow the rollout of new products due to the economic instability brought about by the tariffs. If you add on a weakened appetite from consumers for discretionary purchases, vendors have reason to pull back on the production. They may become slower to release successors to products or even a wider variety of products. In particular, smaller companies decide to pause or stop product lines.  Industry insiders expressed this very sentiment to me when discussing the tariffs and their effect. Without the ability to make accurate forecasts, businesses have to proceed with more caution. They’ll either produce less of their usual devices or hardware—or opt out of selling certain items altogether. After years of ever-growing options for consumers, shrinking down to fewer choices will be a sad step backward. Price stagnation (or even increases) Intel’s Kaby Lake Core i7-7700X launched just a couple of months before AMD’s first-generation Ryzen CPUs, sporting a 4-core, 8-thread processor. By fall, its Coffee Lake Core i7-8700K successor had added two more cores and four more threads. Competition makes a difference.Adam Patrick Murray / Foundry Innovation and competition help lower costs for technology. Manufacturing becomes more efficient, growing demand spreads production costs over a wider field, and/or the tech is succeeded by something even fresher. But if tech gear becomes less varied and harder to get, those factors won’t be as dependable as an influence on price. How much you’ll pay for a laptop, phone, or piece of hardware will likely stick where it is—or go up. As my colleague Gordon Mah Ung loved to point out, Intel sold consumers 4-core, 8-thread CPUs for years, always at similar MSRPs. And when Team Blue launched its first 10-core processor, the suggested price was a staggering $1,723. Fast forward a year, after AMD released its first generation of Ryzen chips, and Intel’s top consumer chip had inched up in core count, with the $359 Intel Core i7-8700K sporting 6 cores and 12 threads. Its closest rivals? The $329 Ryzen 7 1700 and $399 Ryzen 7 1700X, both of which sported 8 cores and 16 threads. This history lesson shows that consumers get less value when fewer options exist. Companies can charge whatever they want when faced with less pressure to keep pushing the envelope. Slower release of new products Should early adopters become more reluctant to try out new gadgets, companies could stop trying novel new form factors, like this tri-fold smartphone.Luke Baker If you’re a company facing economic uncertainty, how much would you want to invest in different products? Likewise, if you’re a consumer looking at devices with fewer or smaller upgrades that cost as much as the previous model, will you want to buy anything new? It’s a bit of a standoff, and one that the tariffs could spark. For example, let’s say you’re used to buying a replacement phone every two years. But if the features don’t change dramatically, and prices remain high (especially for flagship models), perhaps you’ll stick to what you’ve already got in your pocket. Companies might then not push novel form factors as hard, like tri-fold phones and other variants. Similarly, Nvidia and AMD could continue to delay their attention to budget gamers, instead choosing to focus on graphics cards that will bring in more cash. Sure, Intel is the lone holdout for the budget range, but its market share remains low, and its launches aren’t as regular. Budget gamers might then continue to hold out, biding their time with progressively lower graphics settings and frame rates. (But real talk, if your GTX 970 still does it for you, keep rocking that GPU until its well-deserved retirement.) So while engineers will continue to announce newer protocols and standards (think Wi-Fi 7 or PCIe 7.0), the time to an actual launch may be much further in the future than we’re used to. And that pace change could feel like a screeching halt compared to the boom of the past couple of decades, depending on how big a slowdown is. Unpredictable pricing A close up of a circuit board. Copper is often used in circuit board traces.Michael Schwarzenberger / Pixabay Until recent years, technology’s progress also often resulted in a predictable routine for prices, too. Current devices got cheaper, and the stuff that replaced them often stayed the same price or even lowered, thanks to improved manufacturing or higher demand. Before the tariffs, that reliability in pricing trends started to waver due to factors like rising production costs. And now with these additional taxes dropped on top, we consumers may no longer be able to trust in steady pricing. First, as companies shift manufacturing locations, their logistical costs will increase. But how much is still to be determined, based on resources (e.g., new staff hiring, training, etc.) and the ability for a business to absorb current tariff costs. Some larger corporations may take a hit in an effort to keep their part of the industry more stable, for example. Additional tariffs could also cause sudden changes to MSRPs. Given how the current U.S. import tariffs were enacted, more could be announced very suddenly as well, with a notice of just a few days. Graphics cards enthusiasts (and just PC gamers in general) know how painful supply shortages can be, especially when it comes to street prices.EVGA The prospect of new tariffs looms large, too—in February, the U.S. executive branch proposed a 25 percent tariff on all semiconductors, with the intent to sharply raise the tax over time. More recently, a 25 percent tariff on copper was suggested. (You’ll find copper in circuit boards, wiring, and a lot more related to tech.) If these tariffs stack on top of the existing 20 percent on all Chinese-made goods, you could see a sharp rise in costs for products with multiple components affected by these additional taxes. Another wrinkle: When I last spoke with industry insiders, multiple sources told me they were still learning exactly how the tariffs would be applied. So they themselves are scrambling to adjust and adapt. Finally, if costs go up and availability decreases (as discussed above), you may have more trouble predicting actual retail prices. Street prices could go a bit wild, too. We can look at the GPU market for a glimpse into that chaotic, terrible universe: Few cards are available at the announced price, and any remaining stock is higher due to partner cards adding on extras. Any other cards are only available through resellers at huge markups. Before the pandemic, you could easily shop for devices and hardware, with the expectation of regular sales or discounts. Now surplus budgeting may be a requirement whenever you’re preparing for a new purchase. Read...

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Justin McKenzie stepped down from the group because he did not see any useful change on the horizon, and did not feel he was being listened to. Read...

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Intel executives pledged Tuesday that its upcoming Panther Lake chip will combine the best aspects of its earlier processors, Lunar Lake and Arrow Lake. Intel executives spoke in Las Vegas on the second day of its Intel Vision conference, which engages Intel’s partners and customers. Intel’s new chief executive Lip-Bu Tan outlined his plans for Intel’s new direction on Monday, asking for brutal honesty while pledging to return Intel to greatness. We already knew that Panther Lake would be a critical product for Intel this year. Not only is the chip the next iteration of Intel’s PC client roadmap, but it’s the first chip on Intel’s next-generation 18A manufacturing process. After falling behind in the critical manufacturing process technology race, former chief executive Pat Gelsinger pushed hard to achieve five process technology nodes in four years, culminating in the 18A process. Gelsinger stepped down last year, but achieving that goal would be an important legacy. Executives said that they’ve entered “risk production” with 18A, essentially freezing the process technology development and beginning to scale up the process for eventual volume shipments. Panther Lake will be crucial for Intel Jim Johnson, senior vice president of Intel’s Client Computing Group, told Vision attendees that Panther Lake would be a hybrid of Intel’s earlier chips. “I’m personally excited about Panther Lake because it combines the power efficiency of Lunar Lake, the performance of Arrow Lake, and is built to scale 18A and is on track for production later this year,” Johnson said. “Our client roadmap is the most innovative we’ve ever had, and we are far from done.” Michelle Johnston Holthaus, now Intel’s chief of product, shows off Panther Lake at CES 2025.Mark Hachman / IDG In a letter to shareholders, Tan said that “Nova Lake” would follow the launch of Panther Lake. Nova Lake will debut in 2026, he said. As he has done before, Johnson reiterated that making great AI begins with creating a great PC. Intel has also invested heavily in software development, trying to lure developers to the Intel platform and make Intel’s Core and other chips the engine of client AI. In that vein, Intel announced a new AI showcase to help customers find AI-optimized applications, and especially those designed for Intel. Intel also designed its own app, called AI Playground, which allows consumers using Intel chips to run AI art and an LLM chatbot, all in a single app. Intel typically announces technical details of its next-generation chips around the Computex show, scheduled for the end of May. AI, AI, AI: Intel’s 2025 priorities Michelle Johnston Holthaus, who has returned to her post as the head of Intel’s products business after temporarily serving as Intel’s co-chief executive officer, outlined her three priorities for 2025 for the company at large. Two involved artificial intelligence. “The Intel product group is focused on three key priorities to drive your success,” she said. “First and foremost, winning in AI PCs and enabling you to capture the AI client opportunity from the edge to automotive, to the PC and to the workstation. Second, strengthening our data center capabilities across traditional data centers and workloads in order to help you maximize your existing investments, such as refreshing to recapture space, reducing power, all while reducing your total cost of ownership. “And third, we’ve got to continue to innovate in AI, enabling the next generation of software and hardware, while helping you future-proof critical infrastructure to leverage the power of AI through full stack solutions,” Holthaus explained. Read...

Brooke van Velden says business directors and management are doubling up duties because of unclear rules. Read...