SemiWiki Founder Daniel Nenni joins to discuss GPU, CPU, and Semiconductor markets.
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0:00 Welcoming back Daniel Nenni
4:03 What ultimately caused the shortages?  What ended them?
13:09 Bringing Silicon Manufacturing Back to the West, Chips Act
25:05 Is TSMC 3nm delaying Nvidia Blackwell?
30:45 Does Nvidia NEED to move to chiplets?
39:17 RX 7600 Manufacturing Costs
47:59 AMD's TSMC Advantage
57:58 Will Intel Foundries beat TSMC? How bad were Intel's Q1 Earnings?
1:11:44 Can Pat Gelsinger save Intel from becoming another IBM?
1:22:59 The Importance of TSMC 3nm Nodes, 2nm Pricing, AMD Design Costs
1:32:55 Impact of ML on EDA and Chip Design, Jim Keller at Atomic Semi

Check out the Semiconductor Insiders Podcast: https://semiwiki.com/podcast/
Last Time Daniel Nenni was on: https://youtu.be/w8JmHsKhP9g
https://www.amd.com/en/press-releases/press-release-2017jan31
https://ir.amd.com/news-events/press-releases/detail/1115/amd-reports-fourth-quarter-and-full-year-2022-financial
https://www.techpowerup.com/review/amd-rx-480/
https://www.adapteva.com/white-papers/silicon-cost-calculator/
https://wccftech.com/nvidia-next-gen-3nm-gpus-not-launching-until-2025-tsmc-report/
https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&Cat=40&id=0000662749_VR76FCFB51XKH38BW2VPS
https://videocardz.com/newz/nvidia-geforce-rtx-4060-ti-ad106-350-gpu-has-been-pictured
https://seekingalpha.com/article/4597564-intel-corporation-intc-q1-2023-earnings-call-transcript

203. Nvidia 3nm Delay, RX 7600 Costs, AMD’s TSMC Edge, Intel Earnings | Daniel Nenni

One brother is an Engineer, and the other is a Scientist.   Both are hilarious and discuss the latest news, rumors, and developments going on in the Computer Hardware and PC Gaming Space.

Broken Silicon is Brought to you by the Youtube Channel: Moore's Law Is Dead, and its creator Tom.

Youtube Channel:
https://www.youtube.com/channel/UCRPdsCVuH53rcbTcEkuY4uQ

Patreon That Makes this Possible:
https://www.patreon.com/MooresLawIsDead

Music by SAHARA, who were awesome enough to give written permission to use their music.   Please visit their excellent Alternative Rock Music at https://soundcloud.com/saharasuck

Technology

Tech News

Podcasting

Gadgets

Software How-To

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

257. Nvidia buying Intel, RTX 5000 Pricing, AMD Zen 5 Strix, TSMC 2nm | Daniel Nenni

We discuss leaked Blackwell VRAM capacity, Zen 5 Strix Halo, and Intel’s Situation.
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0:00 Tom's back from Vegas & Dan has a Truffle Pig
7:14 RTX 5090, 5080, 5070 Ti, 5060 Laptop Configurations Leaked
20:13 RTX 5060 8GB – Impossible to recommend 8GB in 2025?
30:18 MSI backs Nvidia - An outlier, or a new trend?
40:41 Intel Baseline Bios nerfs the i9-14900K, Intel Reliability called into Question
51:35 Intel & AMD Report Q1 Earnings - Can Intel afford a war with Zen 5?
59:29 Zen 5 Strix Halo “LP” Leaked, Others Confirm the Original Leak
1:11:43 TSMC reduces 4nm costs and details 2nm performance
1:19:02 AMD Anniversary, All-X3D 16C on AM5, Sony Buying Paramount (Wrap-up)
1:31:34 1080 Ti copium, RDNA 4 Ray Tracing, Helldivers 2 requiring PSN (Final RM)


https://www.youtube.com/watch?v=I_2I5K5r5jE&t=2s&ab_channel=Moore%27sLawIsDead
https://www.youtube.com/watch?v=3qLMoDgV4qw&ab_channel=Moore%27sLawIsDead
https://twitter.com/mooreslawisdead/status/1783930198963999195
https://twitter.com/HardwareUnboxed/status/1783689694762668286
https://www.hardwareluxx.de/index.php/news/hardware/grafikkarten/63484-msi-und-amd-grafikkarten-fokus-auf-den-rtx-karten,-amd-bei-den-mainboards-von-h%C3%B6chster-relevanz.html
https://www.youtube.com/watch?v=OdF5erDRO-c&ab_channel=HardwareUnboxed
https://videocardz.com/newz/intel-issues-its-first-statement-in-response-to-13-14th-gen-core-i9-cpu-stability-issues
https://wccftech.com/gigabyte-baseline-gaming-stability-bios-option-turns-intel-14th-13th-gen-core-i9-cpus-into-core-i7-multi-thread-gaming-performance-loss/
https://wccftech.com/only-5-out-of-10-core-i9-13900k-2-out-of-10-core-i9-14900k-cpus-stable-in-auto-profile-intel-board-partners-stability-issues/
https://www.anandtech.com/show/613
https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results
https://asia.nikkei.com/Business/Technology/Intel-aims-to-deliver-chips-for-100-million-AI-PCs-by-2025
https://www.nextplatform.com/2024/05/01/amd-firing-on-all-compute-engine-cylinders/
https://videocardz.com/newz/amd-ryzen-9050-strix-halo-specs-leaked-16-zen5-cores-and-40-rdna3-5-cus-lp5x-8000-memory-and-32mb-mall-cache
https://videocardz.com/newz/amd-reaffirms-zen5-based-strix-point-apus-on-track-for-2h-2024-launch
https://www.anandtech.com/show/21370/tsmc-2nm-update-n2-in-2025-n2p-loses-bspdn-nanoflex-optimizations
https://www.anandtech.com/show/21371/tsmc-preps-lower-cost-4nm-n4c-process-for-2025
https://www.youtube.com/watch?v=oVuJQJA8nIE&ab_channel=AMD
https://www.techpowerup.com/322039/amd-celebrates-its-55th-birthday
https://www.tomshardware.com/pc-components/cpus/amds-server-cpus-arrive-on-mainstream-pc-motherboards
https://www.techpowerup.com/322060/intel-prepares-core-ultra-9-285k-core-ultra-7-265k-and-core-ultra-5-245k-arrow-lake-s-desktop-cpus
https://www.anandtech.com/show/21379/pcisig-completes-copprlink-cabling-standard-pcie-50-60-get-wired
https://www.wsj.com/business/deals/sony-apollo-make-26-billion-all-cash-offer-for-paramount-ade26ca4
https://www.techspot.com/news/102851-tiktok-faces-potential-ban-europe.html
https://www.techpowerup.com/322072/nvidia-advertises-premium-ai-pc-mocking-the-compute-capability-of-regular-ai-pcs
https://twitter.com/MorePerfectUS/status/1782844836154077274
https://www.ign.com/articles/helldivers-2-pulled-from-sale-in-177-countries-due-to-psn-linking-requirement
https://twitter.com/PlayStation/status/1787331667616829929

256. RTX 5060 8GB, RTX 5070 12GB, MSI backs Nvidia, AMD Zen 5 Strix, Intel Baseline

We leak NEW Zen 5 Strix details, discuss Intel Lunar Lake, and talk about the future of x86 handhelds.
[SPON: Get EaseUS VoiceWave Pro FREE w/ I44EG-VB1T5-YZQNZ-YLNF1-8HZD7: https://bit.ly/3RYFSP0 (First 100 Users ONLY!)]
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0:00 The Phawx Introduction, Gen Z Computer Literacy
14:05 What caused the x86 Handheld Boom? Does the Switch deserve more credit?
20:17 Minimum Specs for AAA Gaming, APU Design Discussion
35:55 AMD Strix Halo Design & Configuration Discussion
44:00 (NEW) AMD Zen 5 Strix Halo LP Leak
53:57 Benchmarks prove Hawk Point is MUCH better than Phoenix
56:12 Meteor Lake’s Failure, Lunar Lake’s Potential, MSI Claw
1:03:03 Is the x86 Handheld market a Bubble?
1:20:40 Could 5w Handhelds become common, or is 25w here to stay?
1:25:18 Gaming Tablets, Qualcomm Snapdragon X Elite, Nvidia APUs
1:45:25 Nintendo Switch 2
1:57:14 PlayStation 6 Handheld Edition, Portable XBOX

Check out The Phawx on YouTube: https://www.youtube.com/@ThePhawx
The Phawx MSI Claw Review: https://youtu.be/y6vGRHDrkQs?si=3RFbraJFNy37VIvD
MLID Minisforum V3 Hawk Point Tablet Review: https://youtu.be/ivm78Qyls3A?si=ds3qQJTlE1lD9GVb
The Phawx GPD Win Max 2 Hawk Point Review: https://youtu.be/Wj7eSaGkSfY?si=rpOOoJEWqGsccaIB
Original Strix Halo Leak from MLID: https://youtu.be/-pQEdpMCrdU?si=gvHHRyqtdrczLItf
Recent MLID Strix Update with Kraken: https://youtu.be/ekCMnmD_EzA?si=XDcThOL41pm7OojL
https://youtu.be/OdF5erDRO-c?si=kYb7yrdL-4aXtZL8
https://videocardz.com/newz/intel-issues-its-first-statement-in-response-to-13-14th-gen-core-i9-cpu-stability-issues
https://youtu.be/SibxVnw3LwY?si=FnS7IcsFMLUlNZ_f
https://www.semiaccurate.com/2024/04/24/qualcomm-is-cheating-on-their-snapdragon-x-elite-pro-benchmarks/

255. AMD Zen 5 Strix Halo LP Leak, Hawk Point, PS6 Handheld, Switch 2 | The Phawx

We leak details about Intel’s depreciating reliability, discuss TSMC 2nm expansion, and talk about Zen 6.
[SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ]
[SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ]



0:00 Lewis Black & Podcast Habits (Intro Banter)
4:34 HDMI 2.1, Cost of Game Pass (Corrections)
7:14 Chips Act gives Billions to TSMC & SAMSUNG - Intel losing favor?
14:08 Intel Introduces Gaudi 3 AI Accelerator
27:20 Intel Reliability Called into Question
35:51 AMD Zen 6 Updates, Early Zen 7 Leak
43:25 Will Zen 6 increase core counts and launch on AM5?
50:52 Nvidia RTX 5090 & 5080 Poised for Launch 2H 2024
58:26 Sony suddenly brings Trophies to PC
1:01:02 Battlefield 2042 Ending, EK Failing, Zen 5 Confirmed, Granite Rapids (Wrap-Up)
1:06:29 Sub-75W GPUs, The State of “60 class” GPUs, 4090's Melting (Final RM)

https://www.anandtech.com/show/21337/tsmc-to-receive-6b-us-chips-act-set-to-build-2nm-fab-in-arizona
https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-tsmc-expanded#:~:text=%E2%80%9CThe%20proposed%20funding%20from%20the,TSMC%20Chairman%20Dr.%20Mark%20Liu
https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-samsung
https://videocardz.com/newz/intel-announces-gaudi3-ai-accelerator-with-128gb-hbm2e-memory-up-to-900w-tdp-on-air
https://www.anandtech.com/show/21342/intel-introduces-gaudi-3-accelerator-going-bigger-and-aiming-higher
https://youtu.be/BIkbc3eQyPg?si=wxivTQ9TOwrZX20H
https://www.theregister.com/2024/02/23/intel_core_13th_crash/
https://www.theverge.com/2024/4/9/24125036/intel-game-crash-13900k-14900k-fortnite-unreal-engine-investigation
https://www.tomshardware.com/pc-components/cpus/nvidia-blames-intel-for-gpu-vram-errors-tells-geforce-gamers-experiencing-13th-or-14th-gen-cpu-instability-to-contact-intel-support
https://youtu.be/qwyOWGHZf0o?si=jbjD-O8cxdF8bAAB
https://videocardz.com/newz/nvidia-board-partners-expect-geforce-rtx-5090-and-rtx-5080-to-launch-in-fourth-quarter
https://blog.playstation.com/2024/04/17/ghost-of-tsushima-directors-cut-pc-cross-play-and-system-requirements-revealed/
https://www.pushsquare.com/news/2024/04/battlefield-2042-support-to-end-with-season-7-as-next-game-ramps-up
https://www.youtube.com/watch?v=b73xG1HlFhY&ab_channel=GamersNexus
https://videocardz.com/newz/asus-and-msi-confirm-next-gen-amd-ryzen-cpus-support-with-latest-amd-600-motherboard-firmware
https://videocardz.com/newz/intel-xeon-6-6980p-granite-rapids-ap-cpu-to-feature-128-cores-and-500w-tdp
https://videocardz.com/newz/nvidia-sff-enthusiast-geforce-initiative-set-to-promote-smaller-graphics-cards-for-sff-pc-builders
https://www.pcworld.com/article/2278556/china-bans-intel-amd-and-microsoft-purchases-for-government-pcs.html

254. Intel 14th Gen Mass Failures Leak, AMD Zen 7, Nvidia RTX 5090 & 5080, TSMC 2nm

Jon from Asianometry joins to discuss Taiwan’s Earthquake, and the future of semiconductors.
[SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ]
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0:00 How did the Earthquake in Taiwan affect Jon?
7:27 Would a new World War benefit Intel?
14:45 Will China invade Taiwan? What weaknesses does TSMC have?
25:05 Is AMD's "underdog mindset" holding back their future?
39:17 Why wouldn't AMD "go for the kill" with a Zen 5 R9 9960X3D?
44:56 Zen 6, Future TSMC nodes, AMD Packaging
50:22 (Lack of) Governmental Funding for Intel, IFS vs TSMC
1:03:35 Are we sleeping on Synopsis? Intel Gaudi 3 Competitive?
1:19:30 Nvidia Blackwell, Vera Rubin, AI Dominance
1:31:25 Is Nvidia really using “chiplets” with B100?
1:43:31 Advice for people who visit Taiwan

Check out Jon's YouTube Channel: https://www.youtube.com/@Asianometry
Last time Jon was on Broken Silicon: https://youtu.be/p1m0pc5TkNw?si=kB-6J3Osh-lX3uwW
https://youtu.be/tB4q6Wp4XHc?si=bPC9SMQYgrJYGKwb
https://youtu.be/Nk-lBok9_TU?si=f8zXjdeRbhpq7_tG
https://www.anandtech.com/show/21337/tsmc-to-receive-6b-us-chips-act-set-to-build-2nm-fab-in-arizona
https://youtu.be/TbWfywgY7sk?si=4gzq6gIcRD-qodGE
https://arstechnica.com/information-technology/2024/04/intels-gaudi-3-ai-accelerator-chip-may-give-nvidias-h100-a-run-for-the-money/
https://youtu.be/dJbUB6Pfc90?si=kJboVLsZ9zSL1oZT
https://solarsme.com/best-states-for-solar-energy/#:~:text=According%20to%20Solar%20Energy%20Industries,massive%20investment%20in%20solar%20space.
https://www.rfa.org/english/news/china/kinmen-island-taiwan-tensions-03272024133330.html
https://www.economist.com/asia/2023/04/05/the-view-from-the-front-line-between-taiwan-and-china
https://www.bloomberg.com/news/articles/2024-03-12/pentagon-scraps-plan-to-spend-2-5-billion-on-intel-chip-grant

203. Nvidia 3nm Delay, RX 7600 Costs, AMD’s TSMC Edge, Intel Earnings | Daniel Nenni

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