The founder of SemiWiki.com joins to discus the future of Nvidia, Intel, AMD, and TSMC!

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0:00 Daniel Nenni Introduction, Semiconductor News is Mainstream

5:51 Why did Nvidia move Blackwell to 4nm? Is AMD skipping 3nm?

13:34 Intel Arrow Lake on TSMC 3nm - A mistake?

22:39 Will Intel become “Foundry First”?

29:41 Intel’s Financial Situation – Can they Survive Zen 5?

46:08 Could Nvidia buy Intel? Will AMD start acting like Nvidia?

59:15 Would Nvidia ever leave GPU for more AI profits?

1:20:14 Will AMD start using SAMSUNG? Nvidia behind in chiplet tech?

1:32:45 ARM, RISC-V, Future of Chiplets

Last Episode Daniel was on: https://youtu.be/8PVYOeHx8vA?si=rkfbDf8jX3Er3VT9

SemiWiki: https://semiwiki.com/

Daniel Nenni's Podcast: https://semiwiki.com/podcast/

https://youtu.be/FrS5tJ6mfkg?si=39pF9pv9o0pEOCUE&t=916

https://videocardz.com/newz/exclusive-dell-xps-roadmap-confirms-panther-lake-laptops-in-2026-nova-lake-systems-in-2027

https://twitter.com/mooreslawisdead/status/1790083359084777861

https://www.anandtech.com/show/20065/intel-confirms-panther-lake-on-track-for-2025-at-intel-innovation-2023

https://www.digitimes.com/news/a20240425VL204/tsmc-2nm-ai-cowos-soic-sow.html

https://www.anandtech.com/show/21370/tsmc-2nm-update-n2-in-2025-n2p-loses-bspdn-nanoflex-optimizations

https://pr.tsmc.com/english/news/3136