Sign up to save your podcasts
Or
Share 287. B580 Battlemage Leak, Intel after Pat Gelsinger, ARM GPU, Nvidia | Daniel Nenni
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
287. B580 Battlemage Leak, Intel after Pat Gelsinger, ARM GPU, Nvidia | Daniel Nenni
A semiconductor industry veteran & SemiWiki.com founder joins to discuss Intel’s implosion.
[SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ]
[SPON: Use “brokensilicon” to get $30 OFF the Minisforum eGPU Dock: https://shrsl.com/4s15r ]
0:00 Introducing Industry Veteran Daniel Nenni
3:18 What ultimately led to Intel's downfall?
11:29 Is SAMSUNG a Trailing Edge Foundry in 2025?
13:52 Are we about to deal with an OVERSUPPLY of silicon?
29:13 Why was Pat Gelsinger fired from Intel?
38:08 Will Intel Foundries ever be cost competitive?
41:28 Who could realistically buy Intel?
47:20 (NEW LEAK) Intel Battlemage B580 Prelaunch Performance
54:20 Chips Act Funding, Onshoring Manufacturing, 2025 Tariffs
1:05:34 Could an AMD x Intel merger happen?
1:10:39 What actions need to be taken to save Intel?
1:16:14 Nvidia entering CPU w/ ARM APUs for Laptop
1:22:04 ARM Discrete GPUs are (likely) Coming!
1:25:59 Is (Broken) Windows in danger of losing its monopoly?
1:29:51 AMD Sound Wave
1:38:09 AMD RDNA 4 & UDNA
Last time Daniel was on: https://youtu.be/w-49jKCGE5E?si=GuEtWOIhPS1wgTg7
SemiWiki: https://semiwiki.com/
Daniel Nenni’s Book “Fabless”: https://amzn.to/3OQ41Wt
Daniel Nenni's Podcast: https://semiwiki.com/podcast/
MLID Nvidia APU Leak: https://www.youtube.com/live/8bfS0fcyXpg?si=JquDQvKPpwk6DRBB&t=87
https://www.techpowerup.com/review/intel-arc-b580-battlemage-unboxing-preview/5.html
https://youtu.be/HhmloI9Kcs8?si=bKYTLLVFevyiZ9eH
https://www.tomshardware.com/pc-components/gpus/intel-announces-the-arc-b580-and-arc-b570-gpus
https://www.techpowerup.com/gpu-specs/arc-a770.c3914
https://www.reuters.com/technology/intels-interim-co-ceo-zinsner-says-new-chief-executive-will-have-foundry-2024-12-04/
https://youtu.be/v1fEpWy9B0c?si=Rh5lkdBK-4kDBUjy
https://www.techspot.com/review/2812-amd-radeon-7900-gre-retest/
https://youtu.be/HT8UmPrQYvk?si=B4Yu-ApyaVMfnB2U
https://www.tomshardware.com/pc-components/gpus/intels-b570-b580-battlemage-and-amd-navi-44-rdna-4-gpus-reportedly-keep-pace-with-the-rtx-4060-ti-amd-and-intel-vie-to-capture-the-budget-gpu-market
https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/
https://www.techspot.com/review/2794-amd-radeon-7600-xt/
https://www.fudzilla.com/news/graphics/42815-intel-s-nvidia-gpu-license-expires-in-march
https://www.chosun.com/english/industry-en/2024/11/01/UM2QF46ZSZG4PJATKVNRZ5PIOI/
View all episodes
By Moore's Law Is Dead, Bleav
4.9
258258 ratings
A semiconductor industry veteran & SemiWiki.com founder joins to discuss Intel’s implosion.
[SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ]
[SPON: Use “brokensilicon” to get $30 OFF the Minisforum eGPU Dock: https://shrsl.com/4s15r ]
0:00 Introducing Industry Veteran Daniel Nenni
3:18 What ultimately led to Intel's downfall?
11:29 Is SAMSUNG a Trailing Edge Foundry in 2025?
13:52 Are we about to deal with an OVERSUPPLY of silicon?
29:13 Why was Pat Gelsinger fired from Intel?
38:08 Will Intel Foundries ever be cost competitive?
41:28 Who could realistically buy Intel?
47:20 (NEW LEAK) Intel Battlemage B580 Prelaunch Performance
54:20 Chips Act Funding, Onshoring Manufacturing, 2025 Tariffs
1:05:34 Could an AMD x Intel merger happen?
1:10:39 What actions need to be taken to save Intel?
1:16:14 Nvidia entering CPU w/ ARM APUs for Laptop
1:22:04 ARM Discrete GPUs are (likely) Coming!
1:25:59 Is (Broken) Windows in danger of losing its monopoly?
1:29:51 AMD Sound Wave
1:38:09 AMD RDNA 4 & UDNA
Last time Daniel was on: https://youtu.be/w-49jKCGE5E?si=GuEtWOIhPS1wgTg7
SemiWiki: https://semiwiki.com/
Daniel Nenni’s Book “Fabless”: https://amzn.to/3OQ41Wt
Daniel Nenni's Podcast: https://semiwiki.com/podcast/
MLID Nvidia APU Leak: https://www.youtube.com/live/8bfS0fcyXpg?si=JquDQvKPpwk6DRBB&t=87
https://www.techpowerup.com/review/intel-arc-b580-battlemage-unboxing-preview/5.html
https://youtu.be/HhmloI9Kcs8?si=bKYTLLVFevyiZ9eH
https://www.tomshardware.com/pc-components/gpus/intel-announces-the-arc-b580-and-arc-b570-gpus
https://www.techpowerup.com/gpu-specs/arc-a770.c3914
https://www.reuters.com/technology/intels-interim-co-ceo-zinsner-says-new-chief-executive-will-have-foundry-2024-12-04/
https://youtu.be/v1fEpWy9B0c?si=Rh5lkdBK-4kDBUjy
https://www.techspot.com/review/2812-amd-radeon-7900-gre-retest/
https://youtu.be/HT8UmPrQYvk?si=B4Yu-ApyaVMfnB2U
https://www.tomshardware.com/pc-components/gpus/intels-b570-b580-battlemage-and-amd-navi-44-rdna-4-gpus-reportedly-keep-pace-with-the-rtx-4060-ti-amd-and-intel-vie-to-capture-the-budget-gpu-market
https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/
https://www.techspot.com/review/2794-amd-radeon-7600-xt/
https://www.fudzilla.com/news/graphics/42815-intel-s-nvidia-gpu-license-expires-in-march
https://www.chosun.com/english/industry-en/2024/11/01/UM2QF46ZSZG4PJATKVNRZ5PIOI/
More shows like Broken Silicon
View all
Game Scoop!
4,032 Listeners
The CultCast
1,155 Listeners
9to5Mac Happy Hour
717 Listeners
The WAN Show
1,105 Listeners
The Full Nerd
196 Listeners
The Engadget Podcast
137 Listeners
SpawnCast
312 Listeners
Sacred Symbols: A PlayStation Podcast
3,332 Listeners
Nate The Hate
95 Listeners
Defining Duke: An Xbox Podcast
858 Listeners
Genius Bar
1,024 Listeners
TechLinked
139 Listeners
Digital Foundry Direct Weekly
91 Listeners
The Hardware Unboxed Podcast
51 Listeners
Summon Sign: A Gaming Conversation
226 Listeners