The founder of SemiWiki.com joins to discus the future of Nvidia, Intel, AMD, and TSMC!
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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

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

One brother is an Engineer, and the other is a Scientist.   Both are hilarious and discuss the latest news, rumors, and developments going on in the Computer Hardware and PC Gaming Space.

Broken Silicon is Brought to you by the Youtube Channel: Moore's Law Is Dead, and its creator Tom.

Youtube Channel:
https://www.youtube.com/channel/UCRPdsCVuH53rcbTcEkuY4uQ

Patreon That Makes this Possible:
https://www.patreon.com/MooresLawIsDead

Music by SAHARA, who were awesome enough to give written permission to use their music.   Please visit their excellent Alternative Rock Music at https://soundcloud.com/saharasuck

Technology

Tech News

Podcasting

Gadgets

Software How-To

We discuss how AMD is taking US Gov't Market Share from Intel, Nvidia AI, and Future Warfare.
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0:00 Defense Leaks in Gaming Forums
5:56 The State of FSR, and what FSR 4.0 needs to Achieve
12:17 AMD Marketing is Adrift…
19:56 RTX 5080 Pricing & Nvidia’s Market Dominance
35:27 RDNA 4, PS5 Pro PSSR, Intel Arrow Lake & Lunar Lake
48:05 AMD taking US Gov’t Market Share from Intel
1:15:25 Trusted Foundry Certification, US Chips Act
 1:26:51 Is it possible for the US & China to disentangle their Manufacturing?
1:43:00 RTX 5080 Export to China, AI Sanctions, ARM, RISC-V
1:56:09 Does Military Tech trickle down to Civilians…or the other way around?




Last Episode the Guest was On: https://youtu.be/a1wTGgdAVGw
https://www.techpowerup.com/review/amd-fidelity-fx-fsr-20/4.html#:~:text=(198%20Comments)%20%C2%BB-,Conclusion,a%20huge%20win%20for%20AMD.
https://companiesmarketcap.com/samsung/marketcap/
https://www.axios.com/2023/04/20/pentagon-leak-war-thunder-discord
https://www.dlcompare.com/gaming-news/fsr-and-dlss-together-a-dream-finally-come-true-thanks-to-ghost-of-tsushima-42881
https://www.npr.org/2024/01/30/1227923226/toyota-warning-advisory-takata-airbag-concerns

259. US Gov't Buying AMD, RDNA 4 w/ FSR 4, Nvidia RTX 5080 Export | Defense Engineer

We release NEW AMD “AI 9 100” whispers, and discuss the latest gaming hardware news!
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0:00 Wendy's a Long Girl & Tom's Studio is Cleaner (Intro Banter)
5:15 Nvidia Poised to Launch RTX 5080 early…for China…
15:50 Dell Roadmap leak confirms MLID’s Intel Leaks
27:20 Apple introduces M4
32:11 Is AMD about to copy Intel’s Ultra Stupid naming convention?
47:59 Zen 6 Core Counts Confirmed
53:32 AMD Sound Wave leaked to utilize ARM, not x86!
1:02:12 Nintendo Switch 2 Leaks CONFIRMED! (And it launches “soon”)
1:10:45 XBOX is Melting Down after Closing more Studios 
1:25:46 Zen 5 Specs Confirmed, M.2 RTX 4050, Nvidia Handhelds, RTX 50 Coolers (Wrap-up)
1:30:40 Sony x Paramount, RDNA 5 using 2nm (Final RM)

https://youtu.be/w17I28lOL84
https://videocardz.com/newz/nvidia-geforce-rtx-5080-reportedly-launches-before-rtx-5090
https://videocardz.com/newz/exclusive-dell-xps-roadmap-confirms-panther-lake-laptops-in-2026-nova-lake-systems-in-2027
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://videocardz.com/press-release/apple-introduces-m4-chip-featuring-10-core-cpu-and-10-core-gpu
https://www.apple.com/newsroom/2024/05/apple-unveils-stunning-new-ipad-pro-with-m4-chip-and-apple-pencil-pro/
https://youtu.be/w17I28lOL84
https://videocardz.com/newz/amd-ryzen-ai-100-strix-point-series-rumored-to-cover-15-to-45w-range-no-h-hs-u-sub-series-planned
https://twitter.com/InstLatX64/status/1791830391025742310
https://twitter.com/mooreslawisdead/status/1792330342122352882
https://www.youtube.com/watch?v=u19FZQ1ZBYc&ab_channel=Moore%27sLawIsDead
https://twitter.com/NintendoCoLtd/status/1787736518762881197
https://www.notebookcheck.net/Nintendo-Switch-2-size-major-RAM-and-storage-spec-bump-revealed-via-company-s-shipping-records.836814.0.html
https://www.theverge.com/24151047/xbox-shuts-down-arkane-austin-tango-gameworks-microsoft
“break out hit”: https://twistedvoxel.com/microsoft-hi-fi-rush-success-reinvest-in-tango-gameworks/
Failed Sales: https://twistedvoxel.com/hi-fi-rush-failed-sales-microsoft-unhappy-state-xbox/
2M of WHICH players: https://twitter.com/bethesda/status/1630995249190371344
On Steam they only hit 6000: https://steamdb.info/app/1817230/charts/
https://twitter.com/Zari_Wari/status/1787857935126737194
https://wccftech.com/amd-confirms-epyc-9005-turin-cpu-family-up-to-192-cores-500w-tdp/
https://videocardz.com/newz/intel-n250-twin-lake-low-power-cpu-spotted-features-4-e-cores
https://twitter.com/Wario64/status/1788657018120601877
https://www.pcworld.com/article/2334860/weibu-signals-lunar-lake-handhelds-are-on-the-way.html
https://weibo.com/3219724922/OeyP1qVoa
https://videocardz.com/newz/nvidia-and-mediatek-reportedly-working-on-pc-and-gaming-handheld-socs
https://twitter.com/Palit_Global/status/1791460556651860279

258. 256C Zen 6 CONFIRMED, AMD Zen 5 Strix AI Naming, XBOX Meltdown, Nvidia RTX 5080

We discuss leaked Blackwell VRAM capacity, Zen 5 Strix Halo, and Intel’s Situation.
[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 Tom's back from Vegas & Dan has a Truffle Pig
7:14 RTX 5090, 5080, 5070 Ti, 5060 Laptop Configurations Leaked
20:13 RTX 5060 8GB – Impossible to recommend 8GB in 2025?
30:18 MSI backs Nvidia - An outlier, or a new trend?
40:41 Intel Baseline Bios nerfs the i9-14900K, Intel Reliability called into Question
51:35 Intel & AMD Report Q1 Earnings - Can Intel afford a war with Zen 5?
59:29 Zen 5 Strix Halo “LP” Leaked, Others Confirm the Original Leak
1:11:43 TSMC reduces 4nm costs and details 2nm performance
1:19:02 AMD Anniversary, All-X3D 16C on AM5, Sony Buying Paramount (Wrap-up)
1:31:34 1080 Ti copium, RDNA 4 Ray Tracing, Helldivers 2 requiring PSN (Final RM)


https://www.youtube.com/watch?v=I_2I5K5r5jE&t=2s&ab_channel=Moore%27sLawIsDead
https://www.youtube.com/watch?v=3qLMoDgV4qw&ab_channel=Moore%27sLawIsDead
https://twitter.com/mooreslawisdead/status/1783930198963999195
https://twitter.com/HardwareUnboxed/status/1783689694762668286
https://www.hardwareluxx.de/index.php/news/hardware/grafikkarten/63484-msi-und-amd-grafikkarten-fokus-auf-den-rtx-karten,-amd-bei-den-mainboards-von-h%C3%B6chster-relevanz.html
https://www.youtube.com/watch?v=OdF5erDRO-c&ab_channel=HardwareUnboxed
https://videocardz.com/newz/intel-issues-its-first-statement-in-response-to-13-14th-gen-core-i9-cpu-stability-issues
https://wccftech.com/gigabyte-baseline-gaming-stability-bios-option-turns-intel-14th-13th-gen-core-i9-cpus-into-core-i7-multi-thread-gaming-performance-loss/
https://wccftech.com/only-5-out-of-10-core-i9-13900k-2-out-of-10-core-i9-14900k-cpus-stable-in-auto-profile-intel-board-partners-stability-issues/
https://www.anandtech.com/show/613
https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results
https://asia.nikkei.com/Business/Technology/Intel-aims-to-deliver-chips-for-100-million-AI-PCs-by-2025
https://www.nextplatform.com/2024/05/01/amd-firing-on-all-compute-engine-cylinders/
https://videocardz.com/newz/amd-ryzen-9050-strix-halo-specs-leaked-16-zen5-cores-and-40-rdna3-5-cus-lp5x-8000-memory-and-32mb-mall-cache
https://videocardz.com/newz/amd-reaffirms-zen5-based-strix-point-apus-on-track-for-2h-2024-launch
https://www.anandtech.com/show/21370/tsmc-2nm-update-n2-in-2025-n2p-loses-bspdn-nanoflex-optimizations
https://www.anandtech.com/show/21371/tsmc-preps-lower-cost-4nm-n4c-process-for-2025
https://www.youtube.com/watch?v=oVuJQJA8nIE&ab_channel=AMD
https://www.techpowerup.com/322039/amd-celebrates-its-55th-birthday
https://www.tomshardware.com/pc-components/cpus/amds-server-cpus-arrive-on-mainstream-pc-motherboards
https://www.techpowerup.com/322060/intel-prepares-core-ultra-9-285k-core-ultra-7-265k-and-core-ultra-5-245k-arrow-lake-s-desktop-cpus
https://www.anandtech.com/show/21379/pcisig-completes-copprlink-cabling-standard-pcie-50-60-get-wired
https://www.wsj.com/business/deals/sony-apollo-make-26-billion-all-cash-offer-for-paramount-ade26ca4
https://www.techspot.com/news/102851-tiktok-faces-potential-ban-europe.html
https://www.techpowerup.com/322072/nvidia-advertises-premium-ai-pc-mocking-the-compute-capability-of-regular-ai-pcs
https://twitter.com/MorePerfectUS/status/1782844836154077274
https://www.ign.com/articles/helldivers-2-pulled-from-sale-in-177-countries-due-to-psn-linking-requirement
https://twitter.com/PlayStation/status/1787331667616829929

256. RTX 5060 8GB, RTX 5070 12GB, MSI backs Nvidia, AMD Zen 5 Strix, Intel Baseline

We leak NEW Zen 5 Strix details, discuss Intel Lunar Lake, and talk about the future of x86 handhelds.
[SPON: Get EaseUS VoiceWave Pro FREE w/ I44EG-VB1T5-YZQNZ-YLNF1-8HZD7: https://bit.ly/3RYFSP0 (First 100 Users ONLY!)]
[SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ]
[SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ]

0:00 The Phawx Introduction, Gen Z Computer Literacy
14:05 What caused the x86 Handheld Boom? Does the Switch deserve more credit?
20:17 Minimum Specs for AAA Gaming, APU Design Discussion
35:55 AMD Strix Halo Design & Configuration Discussion
44:00 (NEW) AMD Zen 5 Strix Halo LP Leak
53:57 Benchmarks prove Hawk Point is MUCH better than Phoenix
56:12 Meteor Lake’s Failure, Lunar Lake’s Potential, MSI Claw
1:03:03 Is the x86 Handheld market a Bubble?
1:20:40 Could 5w Handhelds become common, or is 25w here to stay?
1:25:18 Gaming Tablets, Qualcomm Snapdragon X Elite, Nvidia APUs
1:45:25 Nintendo Switch 2
1:57:14 PlayStation 6 Handheld Edition, Portable XBOX

Check out The Phawx on YouTube: https://www.youtube.com/@ThePhawx
The Phawx MSI Claw Review: https://youtu.be/y6vGRHDrkQs?si=3RFbraJFNy37VIvD
MLID Minisforum V3 Hawk Point Tablet Review: https://youtu.be/ivm78Qyls3A?si=ds3qQJTlE1lD9GVb
The Phawx GPD Win Max 2 Hawk Point Review: https://youtu.be/Wj7eSaGkSfY?si=rpOOoJEWqGsccaIB
Original Strix Halo Leak from MLID: https://youtu.be/-pQEdpMCrdU?si=gvHHRyqtdrczLItf
Recent MLID Strix Update with Kraken: https://youtu.be/ekCMnmD_EzA?si=XDcThOL41pm7OojL
https://youtu.be/OdF5erDRO-c?si=kYb7yrdL-4aXtZL8
https://videocardz.com/newz/intel-issues-its-first-statement-in-response-to-13-14th-gen-core-i9-cpu-stability-issues
https://youtu.be/SibxVnw3LwY?si=FnS7IcsFMLUlNZ_f
https://www.semiaccurate.com/2024/04/24/qualcomm-is-cheating-on-their-snapdragon-x-elite-pro-benchmarks/

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

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