SemiWiki Founder Daniel Nenni joins to discuss GPU, CPU, and Semiconductor markets. 00:00 Welcoming back Daniel Nenni after 1.5 years, looking back at shortages 12:35 Is it possible to be self-sufficient in the semiconductor space? Impact of the Chips Act, measurements of nodes 23:00 3nm yields , Blackwell , Zen5 using 4nm, moving to chiplets 37:06 Economics of chiplets, costs and prices, TSMC relationships 54:43 Will Intel’s fab be successful outside the company? Intel earnings, AI 1:08:24 Alchemist, Intel drivers against nvidia and AMD, the next IBM 1:19:39 The importance of TSMC 3N vs 5N, competition and partnerships, AMD costs bringing Zen4 to market 1:29:35 Impact of ML tools in semiconductor EDA, will silicon design ever be hobbyist friendly? Check out the Semiconductor Insiders Podcast: https://semiwiki.com/podcast/ Last Time Daniel Nenni was on: https://youtu.be/w8JmHsKhP9g https://www.amd.com/en/press-releases/press-release-2017jan31 https://ir.amd.com/news-events/press-releases/detail/1115/amd-reports-fourth-quarter-and-full-year-2022-financial https://www.techpowerup.com/review/amd-rx-480/ https://www.adapteva.com/white-papers/silicon-cost-calculator/ https://wccftech.com/nvidia-next-gen-3nm-gpus-not-launching-until-2025-tsmc-report/ https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&Cat=40&id=0000662749_VR76FCFB51XKH38BW2VPS https://videocardz.com/newz/nvidia-geforce-rtx-4060-ti-ad106-350-gpu-has-been-pictured https://seekingalpha.com/article/4597564-intel-corporation-intc-q1-2023-earnings-call-transcript