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167. Russia’s Tech Sector, War over TSMC, Intel Fabs, RDNA 4 vs Nvidia | Asianometry
Asianometry joins to discuss Taiwan, the future of Russia’s Tech Sector, and Intel / AMD / Nvidia.
SPON: Get 10% off Healthy, High Protein Ramen w/ code “brokensilicon”: https://bit.ly/3wKx6v1
SPON: dieshrink = -3% off Everything, brokensilicon = -25% off Windows: https://biitt.ly/shbSk
0:00 Who is Jon of Asianometry?
3:51 Asianometry (and Tom’s) Original Videos
7:09 Biggest Misconceptions about Taiwan
12:11 Why TSMC can't "just move" somewhere else...
17:51 When will TSMC focus on making trailing nodes cheaper?
23:02 What is Russia’s best node? How far behind is the Russia's Semi Industry?
33:35 Will China save Russia’s Tech Sector?
46:36 Is China serious about taking Taiwan? Is the USA serious about defending it?
56:20 What type of conflict is possible over TSMC? Who would feel the most pain?
1:16:15 What is China’s “Redline” over Taiwan? Would Intel benefit?
1:24:38 Intel in 2022 – Where do they stand? Where will they go?
1:31:10 AMD in 2022 – What do they need to focus on moving forward?
1:36:02 NVIDIA’s Future – Will RDNA 4 be a major problem for them?
1:44:27 Angstroms, 3D Stacking, TSMC 3nm
1:53:36 Dealing with YouTube Drama
Check out Asianometry: https://youtu.be/TRZqE6H-dww
Video on Russia’s current node tech: https://youtu.be/N_4R4X7AWtU
Video on China’s current x86 Processors: https://youtu.be/zd6iZFPiCFQ
Rise of Nvidia: https://youtu.be/TRZqE6H-dww
Jason Fields from Angry Planet Episode: https://youtu.be/sOeoLrDa0fA
Government Engineer Episode: https://youtu.be/a1wTGgdAVGw
Tech Consultant Episode: https://youtu.be/faqo332WKRU
Daniel Nenni 2: https://youtu.be/w8JmHsKhP9g
Daniel Nenni 1: https://youtu.be/O4DgXtxkZNg
Perun Analysis of Sanctions’ affect on Russia: https://youtu.be/qGGwO99fQaI?t=1800
Perun Video on Chinese Military Modernization: https://youtu.be/mH5TlcMo_m4
https://twitter.com/mooreslawisdead/status/1560683482489274371
https://wccftech.com/samsung-fourth-place-matured-nodes-2021/
https://knometa.com/news/?post=china-039-s-share-of-global-wafer-capacity-continues-to-climb
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
View all episodes
By Moore's Law Is Dead, Bleav
4.9
257257 ratings
Asianometry joins to discuss Taiwan, the future of Russia’s Tech Sector, and Intel / AMD / Nvidia.
SPON: Get 10% off Healthy, High Protein Ramen w/ code “brokensilicon”: https://bit.ly/3wKx6v1
SPON: dieshrink = -3% off Everything, brokensilicon = -25% off Windows: https://biitt.ly/shbSk
0:00 Who is Jon of Asianometry?
3:51 Asianometry (and Tom’s) Original Videos
7:09 Biggest Misconceptions about Taiwan
12:11 Why TSMC can't "just move" somewhere else...
17:51 When will TSMC focus on making trailing nodes cheaper?
23:02 What is Russia’s best node? How far behind is the Russia's Semi Industry?
33:35 Will China save Russia’s Tech Sector?
46:36 Is China serious about taking Taiwan? Is the USA serious about defending it?
56:20 What type of conflict is possible over TSMC? Who would feel the most pain?
1:16:15 What is China’s “Redline” over Taiwan? Would Intel benefit?
1:24:38 Intel in 2022 – Where do they stand? Where will they go?
1:31:10 AMD in 2022 – What do they need to focus on moving forward?
1:36:02 NVIDIA’s Future – Will RDNA 4 be a major problem for them?
1:44:27 Angstroms, 3D Stacking, TSMC 3nm
1:53:36 Dealing with YouTube Drama
Check out Asianometry: https://youtu.be/TRZqE6H-dww
Video on Russia’s current node tech: https://youtu.be/N_4R4X7AWtU
Video on China’s current x86 Processors: https://youtu.be/zd6iZFPiCFQ
Rise of Nvidia: https://youtu.be/TRZqE6H-dww
Jason Fields from Angry Planet Episode: https://youtu.be/sOeoLrDa0fA
Government Engineer Episode: https://youtu.be/a1wTGgdAVGw
Tech Consultant Episode: https://youtu.be/faqo332WKRU
Daniel Nenni 2: https://youtu.be/w8JmHsKhP9g
Daniel Nenni 1: https://youtu.be/O4DgXtxkZNg
Perun Analysis of Sanctions’ affect on Russia: https://youtu.be/qGGwO99fQaI?t=1800
Perun Video on Chinese Military Modernization: https://youtu.be/mH5TlcMo_m4
https://twitter.com/mooreslawisdead/status/1560683482489274371
https://wccftech.com/samsung-fourth-place-matured-nodes-2021/
https://knometa.com/news/?post=china-039-s-share-of-global-wafer-capacity-continues-to-climb
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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