SemiWiki Founder Daniel Nenni joins to discuss GPU, CPU, and Semiconductor markets.
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0:00 Welcoming back Daniel Nenni
4:03 What ultimately caused the shortages?  What ended them?
13:09 Bringing Silicon Manufacturing Back to the West, Chips Act
25:05 Is TSMC 3nm delaying Nvidia Blackwell?
30:45 Does Nvidia NEED to move to chiplets?
39:17 RX 7600 Manufacturing Costs
47:59 AMD's TSMC Advantage
57:58 Will Intel Foundries beat TSMC? How bad were Intel's Q1 Earnings?
1:11:44 Can Pat Gelsinger save Intel from becoming another IBM?
1:22:59 The Importance of TSMC 3nm Nodes, 2nm Pricing, AMD Design Costs
1:32:55 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
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

203. Nvidia 3nm Delay, RX 7600 Costs, AMD’s TSMC Edge, Intel Earnings | Daniel Nenni

This is the story of why I always bring up the HD 7970, and how I came to have the opinions I have now.

Broken Silicon

Episode 4: My PC Gaming Origin Story

Paul from Not An Apple Fan and I discuss the changing PC Hardware landscape, and what it used to be like building 10 years ago!  Check out Pauls Channel:
https://www.youtube.com/channel/UColGq9X_Fi9LedYSK6ZfrkQ

Episode 5: Not An Apple Fan Discusses RTX Super, Navi, and The Biggest Upset in CPU History

Relapse

1)	0:25 Do Jedi’s wear Underwear? 
2)	5:45 Remembering the RTX 2000 Launch
3)	9:11 Where RTX needs to be for Mainstream Adoption
4)	12:30 Why we are so critical of RTX (It’s not the price)
5)	15:07 Comparing Turing to Kepler 
6)	25:35 Nvidia’s Answer to RDNA 2.0 Ray Tracing
7)	30:00 Next Gen Ray Tracing
8)	55:00 The Performance of Next Gen
9)	58:30 When will big Navi Come out?
10)	1:11:50 Dealing with the Haters.
11)	1:19:00 NAAF on Zen 2 Boost Clocks

https://www.youtube.com/channel/UColGq9X_Fi9LedYSK6ZfrkQ
https://www.techpowerup.com/259080/amd-agesa-1-0-0-3abba-detailed-fixes-zen2-boost-issues
https://youtu.be/CvFftDYN6LQ
https://youtu.be/R7ctspiXq8U

15. Not An Apple Fan: Ray Tracing War of 2021

Apple is prepping high end GPUs, AMD is competing in the high end, & Intel is truly in trouble over the next 12 months. As we go into the final month of 2020, it is becoming clear gaming hardware is only beginning a long period of change. 

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0:00 Intro Banter, End of Year Business
9:06 Open Discussion about Marked Up Prices & Solutions to Scalpers
28:40 RX 6900XT Reviews & Discussion
37:15 How will RDNA 2 age? How strong would an RX 6900XT Toxic be?
49:50 Nvidia RTX 3060 Ti Reviews & Discussion
56:10 AMD Navi 22, Navi 23, Navi 24 Leaks
1:13:00 Smart Access Memory Already Working on Intel Z490
1:22:00 AMD’s ARM M1 Competitor
1:29:16  Apple High End GPU
1:34:21 Intel Rocket Lake i9 & i7 Leaked – the same chip.
1:40:05 ICL-SP 36C 10nm CPU Confirmed (leaked by MLID 6 months ago)
1:42:46 Console Dev Kits, What hardware will the PS6 have?  RDNA 5?
1:54:35 Halo Infinite, Battlefield 6, Cyberpunk 2077
2:12:00 End of Year Thoughts before the End of Year Series…

AMD KEEPING Reference: https://videocardz.com/newz/amd-radeon-rx-6900-xt-rx-6800-xt-and-rx-6800-reference-desings-are-being-discontinued
https://youtu.be/5a1hH6pfjQs
https://youtu.be/nxQ0-QtAtxA
https://www.techspot.com/review/2160-amd-radeon-6900-xt/
https://youtu.be/1ITdex_JrBM
https://youtu.be/b9ALYCuqtho
https://static.techspot.com/articles-info/2155/bench/4K-o.png
https://www.techspot.com/review/2155-geforce-rtx-3060-ti/
https://youtu.be/Z9JH6_8gEaM
https://youtu.be/RTXntnGhn1E
https://wccftech.com/amd-radeon-rx-6000m-rdna-2-mobility-gpus-navi-22-navi-23-navi-24-detailed/
https://twitter.com/patrickschur_/status/1335600622255697921
https://www.techpowerup.com/gpu-specs/radeon-rx-5500-xt.c3468
https://videocardz.com/newz/amd-radeon-rx-6800xt-sees-performance-boost-on-intel-z490-with-resizable-bar-enabled
https://www.notebookcheck.net/AMD-rumored-to-have-a-prototype-Apple-M1-competitor-in-the-works.507238.0.html
https://www.bloomberg.com/news/articles/2020-12-07/apple-preps-next-mac-chips-with-aim-to-outclass-highest-end-pcs
https://www.theverge.com/2020/12/7/22158264/apple-32-core-processor-arm-mac-macbook-pro
https://wccftech.com/intel-core-i9-11900k-rocket-lake-14nm-flagship-8-core-desktop-cpu-spotted/
https://wccftech.com/intel-ice-lake-sp-cpu-with-36-cores-112-threads-at-3-60-ghz-leaks-out/
https://youtu.be/GqErX7VkitI
https://www.somagnews.com/three-specifications-ps5-xbox-series-x-due/
https://www.theverge.com/2020/12/8/22164440/halo-infinite-launch-date-fall-2021
https://www.metacritic.com/game/pc/cyberpunk-2077?ref=hp

78. RX 6900XT, Navi 22 & 23, Intel i9-11900K, Apple High End GPU | Changing Times

One brother is an Engineer, and the other is a Scientist.   Both are hilarious and discuss the latest news, rumors, and developments going on in the Computer Hardware and PC Gaming Space.

Broken Silicon is Brought to you by the Youtube Channel: Moore's Law Is Dead, and its creator Tom.

Youtube Channel:
https://www.youtube.com/channel/UCRPdsCVuH53rcbTcEkuY4uQ

Patreon That Makes this Possible:
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Music by SAHARA, who were awesome enough to give written permission to use their music.   Please visit their excellent Alternative Rock Music at https://soundcloud.com/saharasuck

203. Nvidia 3nm Delay, RX 7600 Costs, AMD’s TSMC Edge, Intel Earnings | Daniel Nenni

Broken Silicon

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