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