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Die Shrink 115 (Video): The Future of Intel’s Fabs and x86 (Patreon)

Published:
2023-12-28 11:00:03
Imported:
2024-03
Tags:

Content

Tom and Dan discuss the status of Intel’s fabs, if they’d ever be sold, and more!


0:00 Suck it nerds, remembering hardware names

4:23 Favourite socket for each vendor

7:47 Intel ready to produce 20A next year

10:35 Can MTL bring the Intel Foundry Service down with it if it flops

12:20 Intel relative size to AMD/NVIDIA

16:24 If intel wanted to sell its fabs who would buy them?

19:34 Can Intel catch up to TSMC nodes

20:48 Could Intel go to a license model

22:28 Wealthy nvidia employees being in 'semi-retirement mode'

29:39 Is Broadwell underappreciated in enthusiast circles

32:51 Best release cadence of single player games of the same series


https://stockanalysis.com/stocks/intc/revenue/

https://stockanalysis.com/stocks/tsm/revenue/

https://www.tomshardware.com/pc-components/gpus/wealthy-nvidia-employees-are-taking-it-easy-in-semi-retirement-mode-even-middle-managers-make-dollar1-million-a-year-or-more-report

Files

Die Shrink 115: The Future of Intel’s Fabs and x86

Tom and Dan discuss the status of Intel’s fabs, if they’d ever be sold, and more! 0:00 Suck it nerds, remembering hardware names 4:23 Favourite socket for each vendor 7:47 Intel ready to produce 20A next year 10:35 Can MTL bring the Intel Foundry Service down with it if it flops 12:20 Intel relative size to AMD/NVIDIA 16:24 If intel wanted to sell its fabs who would buy them? 19:34 Can Intel catch up to TSMC nodes 20:48 Could Intel go to a license model 22:28 Wealthy nvidia employees being in 'semi-retirement mode' 29:39 Is Broadwell underappreciated in enthusiast circles 32:51 Best release cadence of single player games of the same series https://stockanalysis.com/stocks/intc/revenue/ https://stockanalysis.com/stocks/tsm/revenue/ https://www.tomshardware.com/pc-components/gpus/wealthy-nvidia-employees-are-taking-it-easy-in-semi-retirement-mode-even-middle-managers-make-dollar1-million-a-year-or-more-report

Comments

capn_hector

00:48: uhh I absolutely *guarantee* you've seen *tons* of laptops with AMD GPUs in them - they even put out custom SKUs for them (M295X etc). In fact once upon a time you'd be basically guaranteed to see one in every single coffee shop. So, very few vendors *other than* one of the largest vendors (with the largest production runs of a single product on the planet etc). I about spit out my coffee when I heard this because trust me, I was *excruciatingly* aware of the AMD dGPU laptop in my old work MBP i9, any time it was plugged into a display it would bump system power to almost 50 watts because the display was hardwired to the GPU and there was no "optimus" style solution even when the iGPU would have been adequate. Install "TG Pro" and look at the mode, it'll tell you when the dGPU is active, and it's an AMD 5500M or something on that model. And "exelban/stats" has an "average total system power" metric that will immediately jump up as well.

Anonymous

The problem with licencing out x86 is that the licencee would also need to get an amd64 licence in order to make a contemporary processor. So Intel and AMD are kind of stuck in a binary star state now.