Broken Silicon 165: Future of Intel’s AXG, AMD Market Share, Nvidia Blackwell v RDNA 4 | Jon Peddie (Patreon)

JPR joins to discuss Xe’s past, ARC’s future, and RADEON vs GeForce Competition. 

0:00 Jon Peddie Intro – What’s changed since we last talked in early 2020?

7:10 The Cyclical nature of Availability – Why do people keep forgetting?

12:00 The Difficulty and Alchemy of Modern Chip Design

16:21 Why is Intel having so much trouble building discrete GPUs?

22:10 Jon Peddie Confirms Alchemist was a Multi-Tile Design – what went wrong?

25:36 Comparing Intel Alchemist to the i740 – Is ARC doomed for the same reasons?

32:40 Why there’s no chance Alchemist will be fully ready for another month…

36:05 Jon Confirms ARC tried to compete w/ the 3070 - Now what do we expect?

43:49 Should Intel cut AXG? Should Intel cancel Discrete Gaming ARC?

56:36 Could Intel spin-off AXG to another company?

1:02:13 AMD RDNA 3 vs Nvidia Lovelace (Start of Discussion)

1:09:28 AMD vs Nvidia Mindshare – Is RADEON ready to take Market Share?

1:17:04 If Nvidia Blackwell is Monolithic, can it compete with RDNA 4?

1:22:18 Will Gamers keep upgrading if Midrange cards can do 4K240 in 2024?

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

https://www.linkedin.com/company/jon-peddie-research/

https://www.jonpeddie.com/editorials/will-axg-survive-gelsingers-axe

Previous Broken Silicon Episode: https://youtu.be/VK_PNzmlEYA

MLID ARC Cancellation Leak: https://youtu.be/DH2s5HeZzs8

MLID ARC Update: https://youtu.be/AVdG-4a6FB4?t=1035

https://www.investors.com/news/technology/intel-stock-falls-after-chipmaker-badly-misses-q2-targets/

https://www.tomshardware.com/news/intel-kills-optane-memory-business-for-good

Gamers Nexus Driver Issues: https://youtu.be/MjYSeT-T5uk

Nvidia Rumored to stay Monolithic again: https://www.hardwaretimes.com/nvidia-delays-the-move-to-chiplet-gpus-rtx-50-series-blackwell-to-leverage-monolithic-die-rumor/

https://videocardz.com/newz/nvidia-geforce-rtx-3090-has-been-tested-with-custom-20gb-320b-and-12gb-192b-memory-bioses

https://www.jonpeddie.com/store/market-watch-quarterly1

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

https://en.wikipedia.org/wiki/Intel740

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

https://www.techpowerup.com/297482/intel-meteor-lake-reportedly-delayed-until-end-of-2023-will-have-knock-on-effects-for-tsmc