203. Nvidia 3nm Delay, RX 7600 Costs, AMD’s TSMC Edge, Intel Earnings | Daniel Nenni
SemiWiki Founder Daniel Nenni joins to discuss GPU, CPU, and Semiconductor markets. [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] [SPON: dieshrink = 3% off Everything, brokensilicon = 25% off Windows: https://biitt.ly/shbSk ] 0:00 Welcoming back Daniel Nenni 4:03 What ultimately caused the shortages? What ended them? 13:09 Bringing Silicon Manufacturing Back to the West, Chips Act 25:05 Is TSMC 3nm delaying Nvidia Blackwell? 30:45 Does Nvidia NEED to move to chiplets? 39:17 RX 7600 Manufacturing Costs 47:59 AMD's TSMC Advantage 57:58 Will Intel Foundries beat TSMC? How bad were Intel's Q1 Earnings? 1:11:44 Can Pat Gelsinger save Intel from becoming another IBM? 1:22:59 The Importance of TSMC 3nm Nodes, 2nm Pricing, AMD Design Costs 1:32:55 Impact of ML on EDA and Chip Design, Jim Keller at Atomic Semi Check out the Semiconductor Insiders Podcast: https://semiwiki.com/podcast/ Last Time Daniel Nenni was on: https://youtu.be/w8JmHsKhP9g https://www.amd.com/en/press-releases/press-release-2017jan31 https://ir.amd.com/news-events/press-releases/detail/1115/amd-reports-fourth-quarter-and-full-year-2022-financial https://www.techpowerup.com/review/amd-rx-480/ https://www.adapteva.com/white-papers/silicon-cost-calculator/ https://wccftech.com/nvidia-next-gen-3nm-gpus-not-launching-until-2025-tsmc-report/ https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&Cat=40&id=0000662749_VR76FCFB51XKH38BW2VPS https://videocardz.com/newz/nvidia-geforce-rtx-4060-ti-ad106-350-gpu-has-been-pictured https://seekingalpha.com/article/4597564-intel-corporation-intc-q1-2023-earnings-call-transcript