Broken Silicon 83: Intel going Fabless, Global Foundries for RDNA2, Next Gen Memory | Dave Eggleston (Patreon)

Dave Eggleston has been a Product Engineer, VP, and CEO at multiple Semiconductor Companies over the past 40 years. He joins Tom to discuss the past, present, and future of memory.

0:00 Dave Eggleston Background (AMD, Sandisk, Micron, Global Foundries)

17:54 The Future of Global Foundries, and TSMC’s potential domination of the market

21:44 Why doesn’t AMD Manufacture Some RDNA 2 Cards at Global Foundries?

31:05 Can and/or should Intel spin off their fabs?

36:14 How has memory evolved over the last 40 years?

45:45 How has storage changed over time? What’s the hardest part of designing storage?

49:35 Why did it take so long to get fast PCIE Gen4 SSDs? Why did HMC fail against HBM?

57:20 Why don’t we focus more on performance of storage versus capacity?

1:02:46 Is Intel Optane a failure? Is it being properly utilized?

1:16:59 CXL – will it replace NVMe? What is the future of tiered memory?

1:23:58 The Future of Consumer Storage

1:40:49 What type of memory will next gen consoles like the PS6 utilized?

1:59:59 The Future of Chip Design & Processing

https://www.linkedin.com/in/deggleston/

https://www.techpowerup.com/225687/globalfoundries-announces-its-12-nm-fd-soi-silicon-fabrication-node

https://semiwiki.com/wikis/company-wikis/globalfoundries-wiki/

https://www.congress.gov/bill/116th-congress/house-bill/7178

https://en.wikipedia.org/wiki/Hybrid_Memory_Cube

https://www.computerworld.com/article/3082658/intel-lets-slip-roadmap-for-optane-ssds-with-1000x-performance.html

https://www.nextplatform.com/2019/10/23/a-look-inside-the-groq-approach-to-ai-inference/

https://www.anandtech.com/show/15978/micron-spills-on-gddr6x-pam4-signaling-for-higher-rates-coming-to-nvidias-rtx-3090