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Broken Silicon 287: B580 Battlemage Leak, Intel after Pat Gelsinger, ARM GPU, Nvidia | Daniel Nenni
🕑 Added 2024-12-09 22:14:30 +0000 UTCA semiconductor industry veteran & SemiWiki.com founder joins to discuss Intel’s implosion.
0:00 Introducing Industry Veteran Daniel Nenni
2:56 What ultimately led to Intel's downfall?
11:07 Is SAMSUNG a Trailing Edge Foundry in 2025?
13:30 Are we about to deal with an OVERSUPPLY of silicon?
27:30 Why was Pat Gelsinger fired from Intel?
36:25 Will Intel Foundries ever be cost competitive?
39:45 Who could realistically buy Intel?
45:37 (NEW LEAK) Intel Battlemage B580 Prelaunch Performance
52:37 Chips Act Funding, Onshoring Manufacturing, 2025 Tariffs
1:02:25 Could an AMD x Intel merger happen?
1:07:30 What actions need to be taken to save Intel?
1:13:05 Nvidia entering CPU w/ ARM APUs for Laptop
1:18:55 ARM Discrete GPUs are (likely) Coming!
1:22:50 Is (Broken) Windows in danger of losing its monopoly?
1:26:42 AMD Sound Wave
1:35:00 AMD RDNA 4 & UDNA
Last time Daniel was on: https://youtu.be/w-49jKCGE5E?si=GuEtWOIhPS1wgTg7
SemiWiki: https://semiwiki.com/
Daniel Nenni’s Book “Fabless”: https://amzn.to/3OQ41Wt
Daniel Nenni's Podcast: https://semiwiki.com/podcast/
MLID Nvidia APU Leak: https://www.youtube.com/live/8bfS0fcyXpg?si=JquDQvKPpwk6DRBB&t=87
https://www.techpowerup.com/review/intel-arc-b580-battlemage-unboxing-preview/5.html
https://youtu.be/HhmloI9Kcs8?si=bKYTLLVFevyiZ9eH
https://www.tomshardware.com/pc-components/gpus/intel-announces-the-arc-b580-and-arc-b570-gpus
https://www.techpowerup.com/gpu-specs/arc-a770.c3914
https://youtu.be/v1fEpWy9B0c?si=Rh5lkdBK-4kDBUjy
https://www.techspot.com/review/2812-amd-radeon-7900-gre-retest/
https://youtu.be/HT8UmPrQYvk?si=B4Yu-ApyaVMfnB2U
https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/
https://www.techspot.com/review/2794-amd-radeon-7600-xt/
https://www.fudzilla.com/news/graphics/42815-intel-s-nvidia-gpu-license-expires-in-march
https://www.chosun.com/english/industry-en/2024/11/01/UM2QF46ZSZG4PJATKVNRZ5PIOI/
Comments
Dig Wiggler
27:30 Yeah, the ceo of the company i worked for got walked out. Then the company went bankrupt 6 months later lol
InsanitysReign
My question was first? Sweet! Thanks, gents!
