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Semiconductor Productization, Supply Chains, and the Evolution of the Semiconductor Industry - Guest Telegrams (Patreon)

Published:
2022-02-03 23:14:30
Edited:
2022-02-04 05:27:21
Imported:
2022-04

Content

Broken Silicon's next guest will be with an Industry Veteran that owns his own Technology Consulting company.  Over the past 25 years he has touched the industry in a myriad of professional rolls:

  • Component testing at numerous Tech Websites
  • Media Outreach and Marketing at MSI
  • Writing at SemiAccurate, Fudzilla, TheRegister, Trusted Reviews, TechPowerUp, & more!
  • Marketing, Technical Consulting, and Product Management at numerous companies

I will update this post if he gives me the ok to include his linkedIn, but for now I am keeping him Semi-Anonymous out of respect.  Either way, I can vouch for him as an essential source of mine for years who truly knows his stuff.  Here's his LinkedIn and a recent example of his writing:

https://www.linkedin.com/in/lg-nilsson/

https://www.techpowerup.com/289728/intel-z690-motherboard-costs-explained

We will be heavily discussing what actually goes into the design, planning, and production of products - and why things cost the way they do. This episode heavily relies on YOUR input below to steer the conversation.  There's so much we can discuss, but a large part of it will certainly be rising prices, the state of Tech Journalism, and Competition between Intel/AMD/Nvidia.

You have 16 hours (until 10am US Central Time on 2/4/2022) to submit your comments, questions, and thoughts below. Please check your spelling, grammar, and be as concise as possible to be considered.

Comments

Anonymous

Hi Tom &amp; Guest, From conversations on the discord I was reminded about all the times Nvidia has gone and burned some bridges with partners. Off the top of my head, I can remember: - 2003, Microsoft/Nvidia feud over OG xbox GPU pricing, Microsoft launches xbox360 with ATI and has never used Nvidia on console since. - 2008, famously, Nvidia released some terrible BGA pads on laptop GPU that had a &gt;50% failure rate on Apple, Dell, HP. They sue, and Nvidia goes and sues them back. Apple never uses Nvidia again. - 2012, While not really a partner, Linus Torvalds flips Nvidia the bird on TV for absolutely ruining laptop support on linux - 2018, Nvidia pisses off Tesla, Elon goes to build his own computer vision chip. This is not to mention all the times they've done shady back-room things with reviewers, and with consumers, and yet Nvidia's market cap continues to grow. I'm wondering, do they have nine lives? And do you think there is such a thing as a bridge too far, some partner or some deal where if Nvidia burnt this bridge they could never come back from it? (I say this not because I hope it happens, because I own NVDA stock, but more I kinda worry it might :P )

Anonymous

Hello Tom and Guest. What are your thoughts on the seemingly ever growing TDPs of CPUs and especially GPUs in the midrange and high end consumer products? Is this a side effect of increased competition between AMD, Intel and Nvidia, or the litography process not being able to keep up with their performance ambitions, or a mixture of both? A product being pushed way past the most efficient point in the voltage/frequency curve does not sit well with me. Big GPU dies with absurd TDPs in combination with thermal cycling really makes me worried for the longevity of said GPUs.

Tick Dickler

Hello gang. Do ya’ll mind discussing why it’s getting so much more expensive to manufacture on the leading edge? Thanks and great guest, it always comes back to the semiconductors.

Anonymous

Hi Tom and Lars, Lars, thank you for sharing your linked in with us, I read through it, and from all the companies that had you employed, only two I recognized, Cooler Master and MSI. Ironically, those two companies only had you employed for 5 and 7 months, while you stayed way longer in jobs for reviewing components, writing about them and other technologies. And then you ended up managing your own company, freelancing for Gigabyte, Asus etc. leading a startup campaign and then managing again at a consulting company for 5 years in TAIPEI?! It seems you made quite the evolution, what did you learn about working for those bigger companies, and your motivation in working in general? I also gave your most recent company a quick google search, and it looks like you had to close? - was it related to the current climate in the industry, or due to other reasons?

Tick Dickler

I feel like a neglected part of the discourse on semiconductors is the packaging, I don’t know enough to know what I don’t know, so Tom I’m leaving you the insightful question here.

Tick Dickler

Is there anything in the Tech media space that you particularly look down on? The communication to the mainstream has a lot of bad actors, with the same comprehension of current events that I do of buffering my car, just enough to confidently butcher it completely. If you also see a pattern of deterioration, who would you blame?

Tick Dickler

Do you think the US will secure the semi supply chain against future black swan events, or are we just going to YOLO it again?

Anonymous

Hi Tom and Lars, What effect on consumer product pricing do you foresee in a few years when fabs are plentiful, but so is the competition? Does this mean shorter product cycles with fractional performance gains between competing products and no clear winner? How does the industry go about recouping the massive capex investment in production capacity we are seeing today while being 'reasonable' in this new 'pricing singularity'.

Anonymous

Hello Tom and Lars. With your experience working at MSI. Do you believe there is a feeling from board partners that nvidia and AMD are stepping on there toes now that they’ve gone from blower style reference coolers to now larger open air reference designs that are sold at MSRP?

Anonymous

Hi Tom and Lars. When do you think we can expect GAAFET transistors to be used in utility technologies such as CPUs and GPUs? How could this affect the performance of such equipment?Will they reduce the production costs of current transistors, or will the transistor itself be cheaper and more accessible in terms of the raw materials used? Thank you and best regards! Great guests as always! :)