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Broken Silicon

219. AMD RX 8700 XT, RDNA 5, Zen 5 X3D, Intel Arrow Lake & Panther Lake | High Yield

22 Aug 2023

Description

The ideal Ryzen 9 8950X design, Intel Rentable Units, Arrow Lake, and Nvidia Blackwell. [SPON: Support MLID at https://bit.ly/47nw3AU for EaseUS Disk Copy, https://bit.ly/3KVQ0W3 for EaseUS Screen recorder, and https://bit.ly/47f4ABu for YT Tutorial page!] [SPON: dieshrink = 3% off Everything, brokensilicon = 25% off Windows: https://biitt.ly/shbSk ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] 0:00 Who is Max? What made him start High Yield? 5:45 Will Nvidia use Chiplets w/ Blackwell? Was RDNA 3 a mistake? 13:48 Nvidia’s Brand Power, AMD Double Standards 27:57 Why’d AMD design N41 to be so complex? Why was it cancelled? 36:42 Navi 4CX’s Packaging Bottleneck, AMD waiting to Catch-Up in Software 44:54 Did AMD use Chiplets too Early? Are Chiplets Bad Business for Nvidia? 1:04:45 Will consumers be happy with "just" an RX 8700 XT? 1:19:17 The Cost to Manufacture Modern GPUs 1:35:39 Intel using Nvidia Tiles, Nvidia using Intel Foundries 1:47:45 Intel Meteor Lake 1:56:34 Arrow Lake & Panther Lake w/ Rentable Units 2:11:18 Configuring the Perfect Ryzen 9 8950X 2:27:01 What could Intel and AMD learn from each other? Check out High Yield’s YouTube Channel: https://www.youtube.com/@HighYield HY Video on if Nvidia can Stay Monolithic: https://youtu.be/TMLNdl9OT3E MLID Leak on Nvidia Chiplet Strategy: https://youtu.be/l44xorRKHfk MLID Intel Rentable Units & Roadmap Leak: https://youtu.be/ZuriVO-s26k MLID Intel RU Explanation Leak: https://youtu.be/NDEka3tBE1g MLID GPU Pricing has roughly bottomed: https://youtu.be/laoZhtk1qgk MLID Nvidia Halts Lovelace Production: https://youtu.be/3o4U8RTMBxA MLID Navi 41 Cancellation Leak: https://youtu.be/siG6TJtLztc MLID RDNA 4 Early Navi 43/44 Leak: https://youtu.be/7cEKTr70YBY https://www.reuters.com/technology/intel-walk-away-54-bln-acquisition-tower-semiconductor-sources-2023-08-16/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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