Broken Silicon 203: Nvidia 3nm Delay, RX 7600 Costs, AMD’s TSMC Edge, Intel Earnings | Daniel Nenni (Patreon)

Published:

2023-05-01 17:52:18

Imported:

2023-05

Downloads

SemiWiki Founder Daniel Nenni joins to discuss GPU, CPU, and Semiconductor markets.

0:00 Welcoming back Daniel Nenni

3:30 What ultimately caused the shortages? What ended them?

12:35 Bringing Silicon Manufacturing Back to the West, Chips Act

23:00 Is TSMC 3nm delaying Nvidia Blackwell?

28:40 Does Nvidia NEED to move to chiplets?

37:06 Economics of chiplets, RX 7600 Manufacturing Costs

45:49: AMD's TSMC Advantage

54:43 Will Intel Foundries beat TSMC? How bad were Intel's Q1 Earnings?

1:08:24 Can Pat Gelsinger save Intel from becoming another IBM?

1:19:39 The Importance of TSMC 3nm Nodes, 2nm Pricing, AMD Design Costs

1:29:35 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