Broken Silicon

219. AMD RX 8700 XT, RDNA 5, Zen 5 X3D, Intel Arrow Lake & Panther Lake | High Yield

08.22.2023 - By Moore's Law Is DeadPlay

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The ideal Ryzen 9 8950X design, Intel Rentable Units, Arrow Lake, and Nvidia Blackwell. [SPON: Support MLID at https://bit.ly/47nw3AU for EaseUS Disk Copy, https://bit.ly/3KVQ0W3 for EaseUS Screen recorder, and https://bit.ly/47f4ABu for YT Tutorial page!]

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0:00 Who is Max? What made him start High Yield?

5:45 Will Nvidia use Chiplets w/ Blackwell? Was RDNA 3 a mistake?

13:48 Nvidia’s Brand Power, AMD Double Standards

27:57 Why’d AMD design N41 to be so complex? Why was it cancelled?

36:42 Navi 4CX’s Packaging Bottleneck, AMD waiting to Catch-Up in Software

44:54 Did AMD use Chiplets too Early? Are Chiplets Bad Business for Nvidia?

1:04:45 Will consumers be happy with "just" an RX 8700 XT?

1:19:17 The Cost to Manufacture Modern GPUs

1:35:39 Intel using Nvidia Tiles, Nvidia using Intel Foundries

1:47:45 Intel Meteor Lake

1:56:34 Arrow Lake & Panther Lake w/ Rentable Units

2:11:18 Configuring the Perfect Ryzen 9 8950X

2:27:01 What could Intel and AMD learn from each other?

Check out High Yield’s YouTube Channel: https://www.youtube.com/@HighYield

HY Video on if Nvidia can Stay Monolithic: https://youtu.be/TMLNdl9OT3E

MLID Leak on Nvidia Chiplet Strategy: https://youtu.be/l44xorRKHfk

MLID Intel Rentable Units & Roadmap Leak: https://youtu.be/ZuriVO-s26k

MLID Intel RU Explanation Leak: https://youtu.be/NDEka3tBE1g

MLID GPU Pricing has roughly bottomed: https://youtu.be/laoZhtk1qgk

MLID Nvidia Halts Lovelace Production: https://youtu.be/3o4U8RTMBxA

MLID Navi 41 Cancellation Leak: https://youtu.be/siG6TJtLztc

MLID RDNA 4 Early Navi 43/44 Leak: https://youtu.be/7cEKTr70YBY

https://www.reuters.com/technology/intel-walk-away-54-bln-acquisition-tower-semiconductor-sources-2023-08-16/

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