Broken Silicon 257: Nvidia buying Intel, RTX 5000 Pricing, AMD Zen 5 Strix, TSMC 2nm | Daniel Nenni (Patreon)

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

0:00 Daniel Nenni Introduction, Semiconductor News is Mainstream

5:23 Why did Nvidia move Blackwell to 4nm? Is AMD skipping 3nm?

13:06 Intel Arrow Lake on TSMC 3nm - A mistake?

27:33 Intel’s Financial Situation – Can they Survive Zen 5?

42:11 Could Nvidia buy Intel? Will AMD start acting like Nvidia?

55:17 Would Nvidia ever leave GPU for more AI profits?

1:15:04 Will AMD start using SAMSUNG? Nvidia behind in chiplet tech?

1:27:35 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/

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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

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