257. Nvidia buying Intel, RTX 5000 Pricing, AMD Zen 5 Strix, TSMC 2nm | Daniel Nenni

The founder of SemiWiki.com joins to discus the future of Nvidia, Intel, AMD, and TSMC! [SPON: Support MLID and get 66% OFF DopaFast here: https://dopafast.onelink.me/lT91/MLID ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 Daniel Nenni Introduction, Semiconductor News is Mainstream 5:51 Why did Nvidia move Blackwell to 4nm? Is AMD skipping 3nm? 13:34 Intel Arrow Lake on TSMC 3nm - A mistake? 22:39 Will Intel become “Foundry First”? 29:41 Intel’s Financial Situation – Can they Survive Zen 5? 46:08 Could Nvidia buy Intel? Will AMD start acting like Nvidia? 59:15 Would Nvidia ever leave GPU for more AI profits? 1:20:14 Will AMD start using SAMSUNG? Nvidia behind in chiplet tech? 1:32:45 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://videocardz.com/newz/exclusive-dell-xps-roadmap-confirms-panther-lake-laptops-in-2026-nova-lake-systems-in-2027 https://twitter.com/mooreslawisdead/status/1790083359084777861 https://www.anandtech.com/show/20065/intel-confirms-panther-lake-on-track-for-2025-at-intel-innovation-2023 https://www.digitimes.com/news/a20240425VL204/tsmc-2nm-ai-cowos-soic-sow.html https://www.anandtech.com/show/21370/tsmc-2nm-update-n2-in-2025-n2p-loses-bspdn-nanoflex-optimizations https://pr.tsmc.com/english/news/3136 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

There are no comments yet.

Please log in to write the first comment.