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Broken Silicon 293: Nvidia RTX 5090 AIB Price, AMD RX 9070 XT Supply, Intel Buyout | Asianometry
🕑 Added 2025-01-20 19:46:03 +0000 UTCNew Blackwell & RDNA 4 Leaks w/ Jon!
0:00 How well has Taiwan recovered from the 2024 Earthquakes?
5:05 Intel Quality Control Issues
9:57 TSMC 2nm Manufacturing Coming to the USA
23:36 Can RDNA 4 get branded “Made in USA”
25:37 (NEW Leak) RX 9070 XT & 9070 Supply – At Micro Center NOW!
32:05 (NEW Leak) Nvidia RTX 5000 AIB Pricing
38:25 Has TSMC built TOO MUCH Capacity?
42:21 Nintendo Switch 2 - SAMSUNG 8nm a mistake?
47:52 Does DESIGN matter more than node advantages now that Moore’s Law Is Dead?
51:35 If nodes keep getting more expensive, is there really improvement?
56:13 Which node will the PS6 use?
1:02:55 Intel's (Bad) Situation
1:06:07 Intel Buyouts – What is actually possible?!
1:13:57 Intel vs AMD Design Principals
1:21:19 Would Samsung be a good match for Intel?
1:23:38 RISC-V, ASML (lack of) Competition, Advanced Packaging
1:32:14 What will impact the industry the most over the next 10 years?
Last time Asianometry was on: https://youtu.be/Y6wnDTEnEqY?si=cuP_rtYBEDbLEBQT
https://www.digitimes.com/news/a20250116PD231/tsmc-nvidia-cowos-market.html
