Sign up to save your podcasts
Or
Share 119. Silicon Shortages, Nvidia ARM Acquisition, Intel v TSMC v Samsung | Daniel Nenni
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
119. Silicon Shortages, Nvidia ARM Acquisition, Intel v TSMC v Samsung | Daniel Nenni
Daniel Nenni literally wrote the book on silicon manufacturing and how the fab business evolved over the past 50 years. There's really no one better to discuss the causes...and hopefully end of the current silicon shortages. We also discuss Nvidia buying ARM, and Intel's ability to catch up to AMD and TSMC.
0:00 Who is Daniel Nenni? What is his background?
3:50 Have there been semiconductor shortages like this before? Will it crash?
10:20 Is the silicon shortage overblown? What caused the silicon shortage?
20:30 When will the shortage end?
27:23 AMD's Rising Competitiveness & Influence
34:40 Will the Nvidia-ARM Deal Go through? What about AMD-Xilinx?
44:50 Will TSMC buy AMD? Why did Nvidia use Samsung for Ampere?
53:05 TSMC vs Samsung vs Intel vs GlobalFoundries over the next 10 Years
59:20 Will Intel obtain "Unquestioned Leadership" by 2025?
1:16:40 How do you predict IPC years before an architecture launches?
1:23:50 Monolithic vs Chiplet Designs, 4nm iPhone
1:31:45 When will we move past Silicon?
1:35:35 What is going on with IBM 2nm?
1:39:50 When will Automotive Shortages end? Will they trickle down to other components?
Previous Daniel Episode: https://youtu.be/O4DgXtxkZNg
LinkedIn: https://www.linkedin.com/in/danielnenni/
Twitter: https://twitter.com/DanielNenni
Daniel’s Book: https://www.amazon.com/Fabless-Transformation-Semiconductor-Daniel-Nenni-ebook/dp/B00JT1NZF8
Daniel’s Website: https://semiwiki.com/
https://www.digitimes.com/news/a20210503PD216.html
Unquestioned Leadership: https://abc17news.com/money/2021/01/22/incoming-ceo-wants-intel-to-again-be-the-unquestioned-leader-in-industry/
Intel wants to be “a leader” in 2025: https://venturebeat.com/2021/07/26/intel-aims-to-regain-chip-manufacturing-leadership-by-2025/
MLID Leadership Analysis Video: https://youtu.be/0udMIkdEkFo
View all episodes
By Moore's Law Is Dead, Bleav
4.9
258258 ratings
Daniel Nenni literally wrote the book on silicon manufacturing and how the fab business evolved over the past 50 years. There's really no one better to discuss the causes...and hopefully end of the current silicon shortages. We also discuss Nvidia buying ARM, and Intel's ability to catch up to AMD and TSMC.
0:00 Who is Daniel Nenni? What is his background?
3:50 Have there been semiconductor shortages like this before? Will it crash?
10:20 Is the silicon shortage overblown? What caused the silicon shortage?
20:30 When will the shortage end?
27:23 AMD's Rising Competitiveness & Influence
34:40 Will the Nvidia-ARM Deal Go through? What about AMD-Xilinx?
44:50 Will TSMC buy AMD? Why did Nvidia use Samsung for Ampere?
53:05 TSMC vs Samsung vs Intel vs GlobalFoundries over the next 10 Years
59:20 Will Intel obtain "Unquestioned Leadership" by 2025?
1:16:40 How do you predict IPC years before an architecture launches?
1:23:50 Monolithic vs Chiplet Designs, 4nm iPhone
1:31:45 When will we move past Silicon?
1:35:35 What is going on with IBM 2nm?
1:39:50 When will Automotive Shortages end? Will they trickle down to other components?
Previous Daniel Episode: https://youtu.be/O4DgXtxkZNg
LinkedIn: https://www.linkedin.com/in/danielnenni/
Twitter: https://twitter.com/DanielNenni
Daniel’s Book: https://www.amazon.com/Fabless-Transformation-Semiconductor-Daniel-Nenni-ebook/dp/B00JT1NZF8
Daniel’s Website: https://semiwiki.com/
https://www.digitimes.com/news/a20210503PD216.html
Unquestioned Leadership: https://abc17news.com/money/2021/01/22/incoming-ceo-wants-intel-to-again-be-the-unquestioned-leader-in-industry/
Intel wants to be “a leader” in 2025: https://venturebeat.com/2021/07/26/intel-aims-to-regain-chip-manufacturing-leadership-by-2025/
MLID Leadership Analysis Video: https://youtu.be/0udMIkdEkFo
More shows like Broken Silicon
View all
PC Perspective Podcast
191 Listeners
The CultCast
1,169 Listeners
CORE - Core Gaming for Core Gamers
298 Listeners
The WAN Show
1,107 Listeners
The Full Nerd
198 Listeners
The Nerd Nest - A Video Game Podcast
365 Listeners
Sacred Symbols: A PlayStation Podcast
3,355 Listeners
Self-Hosted
135 Listeners
Brad & Will Made a Tech Pod.
479 Listeners
The MinnMax Show
2,046 Listeners
TechLinked
138 Listeners
The Nextlander Podcast
1,118 Listeners
Digital Foundry Direct Weekly
100 Listeners
The Jeff Gerstmann Show - A Podcast About Video Games
1,006 Listeners
The Hardware Unboxed Podcast
52 Listeners