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Broken Silicon 257: Nvidia buying Intel, RTX 5000 Pricing, AMD Zen 5 Strix, TSMC 2nm | Daniel Nenni
🕑 Added 2024-05-14 00:54:08 +0000 UTCThe founder of SemiWiki.com joins to discus the future of Nvidia, Intel, AMD, and TSMC!
0:00 Daniel Nenni Introduction, Semiconductor News is Mainstream
5:23 Why did Nvidia move Blackwell to 4nm? Is AMD skipping 3nm?
13:06 Intel Arrow Lake on TSMC 3nm - A mistake?
27:33 Intel’s Financial Situation – Can they Survive Zen 5?
42:11 Could Nvidia buy Intel? Will AMD start acting like Nvidia?
55:17 Would Nvidia ever leave GPU for more AI profits?
1:15:04 Will AMD start using SAMSUNG? Nvidia behind in chiplet tech?
1:27:35 ARM, RISC-V, Future of Chiplets
Last Episode Daniel was on: https://youtu.be/8PVYOeHx8vA?si=rkfbDf8jX3Er3VT9
SemiWiki: https://semiwiki.com/
Daniel Nenni's Podcast: https://semiwiki.com/podcast/
https://youtu.be/FrS5tJ6mfkg?si=39pF9pv9o0pEOCUE&t=916
https://twitter.com/mooreslawisdead/status/1790083359084777861
https://www.digitimes.com/news/a20240425VL204/tsmc-2nm-ai-cowos-soic-sow.html
https://pr.tsmc.com/english/news/3136
