167. Russia’s Tech Sector, War over TSMC, Intel Fabs, RDNA 4 vs Nvidia | Asianometry
Asianometry joins to discuss Taiwan, the future of Russia’s Tech Sector, and Intel / AMD / Nvidia. SPON: Get 10% off Healthy, High Protein Ramen w/ code “brokensilicon”: https://bit.ly/3wKx6v1 SPON: dieshrink = -3% off Everything, brokensilicon = -25% off Windows: https://biitt.ly/shbSk 0:00 Who is Jon of Asianometry? 3:51 Asianometry (and Tom’s) Original Videos 7:09 Biggest Misconceptions about Taiwan 12:11 Why TSMC can't "just move" somewhere else... 17:51 When will TSMC focus on making trailing nodes cheaper? 23:02 What is Russia’s best node? How far behind is the Russia's Semi Industry? 33:35 Will China save Russia’s Tech Sector? 46:36 Is China serious about taking Taiwan? Is the USA serious about defending it? 56:20 What type of conflict is possible over TSMC? Who would feel the most pain? 1:16:15 What is China’s “Redline” over Taiwan? Would Intel benefit? 1:24:38 Intel in 2022 – Where do they stand? Where will they go? 1:31:10 AMD in 2022 – What do they need to focus on moving forward? 1:36:02 NVIDIA’s Future – Will RDNA 4 be a major problem for them? 1:44:27 Angstroms, 3D Stacking, TSMC 3nm 1:53:36 Dealing with YouTube Drama Check out Asianometry: https://youtu.be/TRZqE6H-dww Video on Russia’s current node tech: https://youtu.be/N_4R4X7AWtU Video on China’s current x86 Processors: https://youtu.be/zd6iZFPiCFQ Rise of Nvidia: https://youtu.be/TRZqE6H-dww Jason Fields from Angry Planet Episode: https://youtu.be/sOeoLrDa0fA Government Engineer Episode: https://youtu.be/a1wTGgdAVGw Tech Consultant Episode: https://youtu.be/faqo332WKRU Daniel Nenni 2: https://youtu.be/w8JmHsKhP9g Daniel Nenni 1: https://youtu.be/O4DgXtxkZNg Perun Analysis of Sanctions’ affect on Russia: https://youtu.be/qGGwO99fQaI?t=1800 Perun Video on Chinese Military Modernization: https://youtu.be/mH5TlcMo_m4 https://twitter.com/mooreslawisdead/status/1560683482489274371 https://wccftech.com/samsung-fourth-place-matured-nodes-2021/ https://knometa.com/news/?post=china-039-s-share-of-global-wafer-capacity-continues-to-climb