Broken Silicon

293. AMD RX 9070 XT Supply Leak, Nvidia RTX 5090 AIB Price, Intel Buyout | Asianometry


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New Blackwell & RDNA 4 Leaks w/ Jon! [SPON: Use Code YTE7P50 for $50 OFF FlexiSpot’s E7 Pro Standing Desk ( https://bit.ly/408Sy9M ), and also check out their Auto Incline Walking Treadmill ( https://bit.ly/40o8DtN ).] [Visit Partner Mint Mobile at https://trymintmobile.com/mooreslaw to get 50% OFF their 12 Month Unlimited Plan! SEE TERMS AND CONDITIONS BELOW.]

0:00 How well has Taiwan recovered from the 2024 Earthquakes?

5:31 Intel Quality Control Issues
10:23 TSMC 2nm Manufacturing Coming to the USA
24:02 Can RDNA 4 get branded “Made in USA”
28:26 (NEW Leak) RX 9070 XT & 9070 Supply – At Micro Center NOW!
34:05 (NEW Leak) Nvidia RTX 5000 AIB Pricing
40:25 Has TSMC built TOO MUCH Capacity?
44:21 Nintendo Switch 2 - SAMSUNG 8nm a mistake?
49:52 Does DESIGN matter more than node advantages now that Moore’s Law Is Dead?
53:35 If nodes keep getting more expensive, is there really improvement?
58:13 Which node will the PS6 use?
1:06:30 Intel's (Bad) Situation
1:09:44 Intel Buyouts – What is actually possible?!
1:17:34 Intel vs AMD Design Principals
1:24:56 Would Samsung be a good match for Intel?
1:27:15 RISC-V, ASML (lack of) Competition, Advanced Packaging
1:35:51 What will impact the industry the most over the next 10 years?

[MINT MOBILE TERMS & CONDITIONS: Limited time, new customer offer ends 1/24/25. Upfront payment of $180 (equivalent $15/month) for 12-month Unlimited plan req'd. Taxes & fees extra. Offer is for the first 12 months only. Unlimited customers using more than 40GB/month will experience lower speeds. Video streams at 480p.]

Last time Asianometry was on: https://youtu.be/Y6wnDTEnEqY?si=cuP_rtYBEDbLEBQT

https://www.pcgamer.com/hardware/gaming-monitors/amd-is-now-reportedly-making-all-american-ryzen-9000-cpu-dies-at-tsmcs-arizona-fab/
https://www.digitimes.com/news/a20250116PD231/tsmc-nvidia-cowos-market.html
https://www.tomshardware.com/tech-industry/tsmcs-arizona-fab-21-mass-produces-4nm-chips-at-a-higher-price-than-taiwan
https://www.investopedia.com/sandp-500-gains-and-losses-today-intel-soars-as-takeover-speculation-spreads-8776716
https://www.tomshardware.com/pc-components/cpus/intels-arrow-lake-fix-doesnt-fix-overall-gaming-performance-or-correct-the-companys-bad-marketing-claims-core-ultra-200s-still-trails-amd-and-previous-gen-chips
https://www.techpowerup.com/331161/amd-radeon-rx-9070-xt-rx-9070-custom-models-in-stock-at-european-stores


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