Broken Silicon

Nvidia is not happy with the press they are getting according to our sources… [SPON: Go to https://surfshark.com/mooreslawisdead for 4 EXTRA Months of Surfshark!] [SPON: Use "brokensilicon“ at CDKeyOffer for $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 RDNA 4, Blackwell, and RDNA 4 Rollouts have been WEIRD 12:09 RX 9070 XT Benchmarks PROVE AMD has an Opportunity 19:59 Is the GPU market permanently damaged? 28:07 Was it a good idea to delay RDNA 4? 32:45 Nvidia’s (latest) Intentional Paper Launch & Pricing Manipulation 42:17 Nvidia Employee Outrage Leak – They aren’t happy either! 56:53 Blackwell was Originally 3nm! (Insane power draw shouldn’t surprise) 1:06:36 Could Big RDNA 4 have defeated the RTX 5090? 1:15:53 Is hardware keeping up with increasing graphics requirements? 1:26:30 The Future Ray Tracing, DLSS, and FSR 1:35:00 DLSS 4 – Did Nvidia add more Fake Frames because they HAD to? 1:47:40 How AMD should respond to DLSS 4 Multi Frame Generation Last Episode Vex was on: https://youtu.be/e8AuqEz-66g?si=8A8beLoTp55F9rQA Vex's YouTube Channel: https://www.youtube.com/@vextakes https://youtu.be/D_sVNuOg74c?si=Cq2ZSTr9cEmcg8zA https://www.nvidia.com/en-us/geforce/laptops/50-series/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We have new info regarding the future of RADEON, and discuss Nvidia Blackwell! [SPON: Support MLID by downloading Filmora 14 for FREE: https://bit.ly/4avRYHV ] [SPON: Use "brokensilicon“ at CDKeyOffer for $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 AI thinks Dan is Steve & Jensen's Jacket looks CHEAP (Intro Banter) 5:09 Does Intel really want to minimize Battlemage Production? (Corrections) 9:30 Nvidia RTX 5090 Reviews – Why it’s Underwhelming 16:10 How isn’t the 5090 better at Raster, RT, OR AI?! 27:16 Nvidia DLSS 4 Multi-Framegen Reviewed 40:07 RTX 5090 & 5080 Launch sounds like “another Ampere” 44:47 Some version of FSR 4 is planned for RDNA 3/3.5 49:09 RX 9000 Performance Leaked…and Delayed 52:37 (NEW Leak) Lisa Su KILLED Big RDNA 4 1:06:21 Intel Battlemage B570 10GB Reviewed & “Launched” 1:13:57 Nintendo Switch 2 (Kinda) Revealed 1:22:51 PCIe 7.0, Melting Connectors Solved, 4-Slot Titan, Strix Halo Performance (Wrap-Up) 1:30:30 AMD CPU Codenmaes, 9950X3D V-Cache Benefits (Final RM) https://www.anandtech.com/show/21425/intel-lunar-lake-architecture-deep-dive-lion-cove-xe2-and-npu4 https://en.wikipedia.org/wiki/Arrow_Lake_(microprocessor) https://www.techspot.com/review/2944-nvidia-geforce-rtx-5090/ Ridiculous: https://www.techspot.com/review/2944-nvidia-geforce-rtx-5090/#2025-01-23-image-2-jpg LTT underwhelmed by AI Performance: https://youtu.be/Q82tQJyJwgk?si=Gy7rr2EL99AGxtaJ&t=1047 Capped Power Scaling: https://x.com/ComputerBase/status/1882433556678615247 Mostly Underwhelming 8K Performance: https://www.techradar.com/computing/gaming-pcs/nvidia-rtx-5090-8k-performance-has-blown-me-away-already-and-its-mainly-thanks-to-multi-frame-generation https://www.storagereview.com/review/nvidia-geforce-rtx-5090-review-pushing-boundaries-with-ai-acceleration MSI 5090 Suprim water-cooled review: https://www.techpowerup.com/review/msi-geforce-rtx-5090-suprim-liquid/ https://youtu.be/Q82tQJyJwgk?si=WeiVlNImWXI0Qc6f&t=788 https://www.youtube.com/watch?v=B_fGlVqKs1k&ab_channel=HardwareUnboxed https://youtu.be/bZ6NeSGad4I?si=YaSbxKUOzhuDfmy4 https://youtu.be/bZ6NeSGad4I https://youtu.be/0Zk688QKrAg https://www.youtube.com/watch?v=YuGlXL3uKKQ&ab_channel=Moore%27sLawIsDead https://x.com/McAfeeDavid_AMD/status/1881435903358628047 AMD Marketing forgot to delete a scheduled Tweet: https://videocardz.com/newz/somebody-didnt-get-a-memo-amd-ad-claims-you-can-enjoy-gaming-on-radeon-rx-9070-xt-already Seems like it might even be late March: https://videocardz.com/newz/amd-radeon-rx-9070-preorders-to-start-on-march-23-according-to-major-us-retailer https://www.techspot.com/review/2943-intel-arc-b570/ https://www.tomshardware.com/pc-components/gpus/intel-arc-b570-review-asrock-challenger-oc-tested https://youtu.be/itpcsQQvgAQ?si=GV4q8534eqmSTBi0 https://www.forbes.com/sites/jasonevangelho/2025/01/16/3-crucial-takeaways-from-the-switch-2-reveal-trailer/ https://www.techspot.com/news/106409-pcie-70-spec-nearing-completion-promising-16gbs-lane.html https://quasarzone.com/bbs/qn_report/views/444251 https://youtu.be/RDr1pr_c6ts?si=vup3QhjEZ0eOCaQj https://www.techspot.com/news/106369-microsoft-considered-shutting-down-xbox-before-major-game.html https://cdn.wccftech.com/wp-content/uploads/2025/01/AMD-Ryzen-AI-Max-395-Strix-Halo-APU-With-Radeon-8060S-iGPU-_-Gaming-Benchmarks.png?_gl=11524w9j_gaMTA0ODI5MjA1MS4xNzI3MzAxNzI4_ga_591JRXV2QC*MTczNzkyNDQ5Ny40My4xLjE3Mzc5MjQ0OTguMC4wLjA Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New Blackwell & RDNA 4 Leaks w/ Jon! [SPON: Use Code YTE7P50 for $50 OFF FlexiSpot’s E7 Pro Standing Desk ( https://bit.ly/408Sy9M ), and also check out their Auto Incline Walking Treadmill ( https://bit.ly/40o8DtN ).] [Visit Partner Mint Mobile at https://trymintmobile.com/mooreslaw to get 50% OFF their 12 Month Unlimited Plan! SEE TERMS AND CONDITIONS BELOW.] 0:00 How well has Taiwan recovered from the 2024 Earthquakes? 5:31 Intel Quality Control Issues 10:23 TSMC 2nm Manufacturing Coming to the USA 24:02 Can RDNA 4 get branded “Made in USA” 28:26 (NEW Leak) RX 9070 XT & 9070 Supply – At Micro Center NOW! 34:05 (NEW Leak) Nvidia RTX 5000 AIB Pricing 40:25 Has TSMC built TOO MUCH Capacity? 44:21 Nintendo Switch 2 - SAMSUNG 8nm a mistake? 49:52 Does DESIGN matter more than node advantages now that Moore’s Law Is Dead? 53:35 If nodes keep getting more expensive, is there really improvement? 58:13 Which node will the PS6 use? 1:06:30 Intel's (Bad) Situation 1:09:44 Intel Buyouts – What is actually possible?! 1:17:34 Intel vs AMD Design Principals 1:24:56 Would Samsung be a good match for Intel? 1:27:15 RISC-V, ASML (lack of) Competition, Advanced Packaging 1:35:51 What will impact the industry the most over the next 10 years? [MINT MOBILE TERMS & CONDITIONS: Limited time, new customer offer ends 1/24/25. Upfront payment of $180 (equivalent $15/month) for 12-month Unlimited plan req'd. Taxes & fees extra. Offer is for the first 12 months only. Unlimited customers using more than 40GB/month will experience lower speeds. Video streams at 480p.] Last time Asianometry was on: https://youtu.be/Y6wnDTEnEqY?si=cuP_rtYBEDbLEBQT https://www.pcgamer.com/hardware/gaming-monitors/amd-is-now-reportedly-making-all-american-ryzen-9000-cpu-dies-at-tsmcs-arizona-fab/ https://www.digitimes.com/news/a20250116PD231/tsmc-nvidia-cowos-market.html https://www.tomshardware.com/tech-industry/tsmcs-arizona-fab-21-mass-produces-4nm-chips-at-a-higher-price-than-taiwan https://www.investopedia.com/sandp-500-gains-and-losses-today-intel-soars-as-takeover-speculation-spreads-8776716 https://www.tomshardware.com/pc-components/cpus/intels-arrow-lake-fix-doesnt-fix-overall-gaming-performance-or-correct-the-companys-bad-marketing-claims-core-ultra-200s-still-trails-amd-and-previous-gen-chips https://www.techpowerup.com/331161/amd-radeon-rx-9070-xt-rx-9070-custom-models-in-stock-at-european-stores Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Get ready for a tech-filled ride as the hosts delve into the latest GPU news, including the Nvidia RTX 5090 features and speculations on AMD's RX 9000 series. They also discuss the intriguing realities of DLSS 4 versus AMD's FSR frame generation technologies. Exciting leaks about the Nintendo Switch 2 and advances in Intel's Panther Lake APUs are covered, along with reflections on personal experiences with motorcycles versus e-bikes. With skepticism on Nvidia's marketing and insights into the evolving graphics landscape, this conversation is a must-listen for tech enthusiasts!

A Game Dev joins to discuss how realistic Nvidia’s DLSS 4 claims will be, and we have RDNA 4 updates! [SPON: Use "brokensilicon“ at CDKeyOffer for $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Use “brokensilicon” to get $30 OFF the Minisforum V3 3-in-1 Tablet: https://shrsl.com/4rt3x ] 0:00 Intel Raptor Lake Failures Update 13:45 Nvidia RTX 5090, 5080, 5070 Ti, and 5070 Thoughts 33:38 Will DLSS 4 work as well as stated? 42:10 Will "Neural Compression" actually fix Nvidia's VRAM issues? 47:30 FSR 4 vs DLSS 4 vs XeSS2, Intel Battlemage's Future 1:04:12 Why does Sony’s PSSR references XeSS in Code? 1:09:22 (NEW LEAK) AMD RX 9070 XT & 9070 Release Date Update 1:21:45 RDNA 4 Pricing, Nvidia Marketing Trapped AMD 1:30:47 AMD vs NVIDIA Ray Tracing 1:39:12 Nintendo Switch 2 Performance Analysis 1:53:37 Windows on (Qualcomm) ARM 2:04:20 Nvidia’s ARM APU could actually be REALLY good! 2:10:01 Linux Support & Anti-Cheat Issues 2:26:21 Intel's CES Keynote Last time Matt was on: https://youtu.be/rkVSgix0L38?si=KK4Szr9VVl0Bisjw https://www.nvidia.com/en-us/geforce/graphics-cards/50-series/ https://research.nvidia.com/labs/rtr/neural_texture_compression/ https://youtu.be/07UFu-OX1yI?t=218 https://alderongames.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss Sony x AMD Project Amethyst, RDNA 4, RTX 5000, and next-gen CPUs! [SPON: Use "brokensilicon“ at CDKeyOffer’s Christmas Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Save BIG on the MinisForum BD795i & BD790i SE Motherboards: https://shrsl.com/4sgrf ] RECORDED 12/20/2024 0:00 PS5 Pro Sales Update, Sony buying 10% of Kadokawa 10:08 Project Amethyst for PS6 & RADEON 15:45 DRAM Companies are starting to bet on AMD over Intel 18:25 Intel terminates x86S 19:49 What we’re looking forward to in 2025 23:47 Nintendo Switch 2 29:42 PC Handhelds in 2025, ChromeOS vs Windows 33:32 What will happen to XBOX & Game Pass in 2025? 35:24 Nvidia entering Laptop CPU 40:38 RTX 5000 Series 46:06 AMD RDNA 4 54:45 DLSS vs FSR in 2025 58:15 AMD Krackan, R9 9950X3D, R5 9600 1:02:58 AMD Zen 6 1:05:30 Zen 5 Threadripper, ARL mobile, Panther Lake 1:10:54 Bartlett Lake - Should gamers be excited for ADL+++? 1:14:47 Final Thoughts on 2025 https://x.com/CultureCrave/status/1869667605268816256 https://www.techspot.com/news/106024-initial-playstation-5-pro-sales-promising-despite-console.html https://www.tomshardware.com/pc-components/cpus/intel-doesnt-plan-to-bring-3d-v-cache-like-tech-to-consumer-cpus-for-now-next-gen-clearwater-forest-xeon-cpus-will-feature-local-cache-in-the-base-tile-akin-to-amds-3d-v-cache https://www.tomshardware.com/pc-components/cpus/intel-terminates-x86s-initiative-unilateral-quest-to-de-bloat-x86-instruction-set-comes-to-an-end https://videocardz.com/newz/lexar-unveils-ultra-low-latency-ddr5-6000-cl26-expo-memory-ideal-for-9800x3d https://videocardz.com/newz/amd-ryzen-5-9600-non-x-sku-reportedly-launches-late-january https://wccftech.com/nintendo-switch-2-dock-4k-30-fps-only/ https://www.theverge.com/2024/12/18/24324317/amd-playstation-ai-work-better-graphics-project-amethyst https://www.hardwareluxx.de/index.php/news/hardware/grafikkarten/65128-geforce-rtx-50-serie-inno3d-spricht-von-neural-rendering-f%C3%A4higkeiten.html https://wccftech.com/amd-krackan-point-8-core-cpu-benchmarked-on-passmark/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dawid joins to discuss the highlights (and lowlights) of 2024, and what we’re excited for in 2025. [SPON: Use "brokensilicon“ at CDKeyOffer’s Christmas Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Check out the MinisForum EliteMini AI370 powered by Zen 5 Strix: https://shareasale.com/r.cfm?b=1620564&u=3766867&m=101288&urllink=store%2Eminisforum%2Ecom%2Fproducts%2Felitemini%2Dai370%3Fgad%5Fsource%3D1%26gclid%3DCjwKCAiAmfq6BhAsEiwAX1jsZ0HqY2876HbsMw9zx%2DymLrGg0Tyw1%2D2hgF6vDC7ny976hTHVh4HPMBoCRpAQAvD%5FBwE&afftrack= ] RECORDED 12/15/2024 0:00 RTX 4010, 3070M, Vertical Gaming Mice (Intro) 11:05 Was Nvidia SUPER a success? What is a “midrange” GPU? 23.39 Was PlayStation 5 Pro a success? 33:51 Should the PS Handheld be a mini PS6 or PS5? 42:09 Nintendo Switch 2 47:29 Nvidia RTX 5060 8/12GB, AMD Zen 6 Medusa 54:44 Nvidia making CPUs! 1:02:01 Our Favorite Lovelace & RDNA 3 GPUs 1:07:32 AMD RDNA 4 vs RTX 5000 1:11:35 Thoughts on Intel's Situation 1:16:41 AMD Zen 5 - From Rags to Riches 1:22:09 Best Products of 2024 1:24:22 Valve’s upcoming Steam Machine Consoles 1:39:53 Why we're optimistic for 2025 Last Time Dawid was on: https://youtu.be/SulVF2k-V9g?si=N0ZSdRDQlY_vsJGr RTX SUPER Pricing Leak: https://youtu.be/27mT_Am9NUo?si=7yCJoq8J-7vEQ6_n RTX 4070 SUPER Sales Analysis: https://youtu.be/Oz7G2RjIjj4?si=rZYUYRp25OTeiS1q BMG Laptop Cancelled Leak: https://youtu.be/hJJJLQZD_vA?si=No8uCjSa5ipEVTo3 PlayStation Handheld Leak: https://youtu.be/A0s0Usfg__g?si=7HCpAHCFEHMUcPCv Switch 2 Leak: https://youtu.be/SibxVnw3LwY?si=bFM79xc5aOW3TGl1 Zen 7 Prometheus: https://youtu.be/cv3k_LP1cr4?si=GAillp1_GUjEwxwS Strix Halo Low-Power Leak: https://youtu.be/5tah4ALPgOk?si=tbWWWxfEw_cXYpZE RTX 5080 / 5090 Laptop Leak: https://youtu.be/I_2I5K5r5jE?si=NTy6TiocF9tTRnVd RTX 5090 24GB Laptop Leak: https://youtu.be/Gy4HAJdjeRA?si=OvrfLnpH8We86vxX Pictures of RTX 5080 Die: https://youtu.be/V_UHVWcfeTg?si=oNdvDLg1Yuk9yQQ7 Blackwell Pricing Leak: https://youtu.be/EbEPwJvtA5M?si=C89U2iaoPVSf0Co5 AMD's ARM Sound Wave APU Leak: https://youtu.be/u19FZQ1ZBYc?si=gjwsH94qvjCkd9WN Third (fourth?!) Zen 5 IPC Leak: https://youtu.be/SeEBPbehttY?si=xadfctMJVhZ7MVrg Zen 5 Pricing Leak: https://youtu.be/ytH3MzK0on8?si=6_4UZMgeqsCzum49 Early Zen 6 Medusa Leak: https://youtu.be/oUv4US_FAjM?si=VcCfA0uFGpnrxU_n Recent Zen 6 Medusa Point Leak: https://youtu.be/h5dDn8nzvAw?si=l5saDjjik0JUXMKr Strix Halo Picture Leak: https://youtu.be/pZjqzQVc-So?si=pVVF84VRBnu1RC2p RPL Ring Bus Flaw: https://youtu.be/ZFE4q35buKs?si=Jv1idvxD9zMRd2cG Dev Interview Regarding RPL Flaws: https://youtu.be/rkVSgix0L38?si=P0YFHUJm0eJhI8un Zen 5 Launch Analysis: https://youtu.be/5Z1-FNBMw0w?si=-D-m_BjycWVwbm5t Arrow Lake Analysis: https://youtu.be/PKUXU1gewco?si=vAHcvgfVZ-afexhn 40-Core Arrow Lake Cancelled: https://youtu.be/yzimFlRJbAM?si=7TpgYJGeJgDYG39D Beast Lake Cancelled: https://youtu.be/yzimFlRJbAM?si=Lt7xi_Wq_l14v9x9 Intel Griffin Cove Leaked: https://youtu.be/G0bDB2AkHvE?si=TEMV8eDbPszB8iWC PS5 Pro Review Podcast: https://youtu.be/JyTRoMXngRk?si=Oz3wS5BW8dh1YAS4 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss upcoming RTX 5000 launches, the future of ARC, and Zen 5 / 6 CPUs! [SPON: Check out ALL Microsoft Surfaces: https://micro.center/s5c8 ] [SPON: Santa Clara Location coming SOON: https://micro.center/sdq0 ] [SPON: Shop Racing and Flight Sim Bundles: https://micro.center/rbqy ] [SPON: Shop Micro Center Holiday Savings: https://micro.center/t7iv ] 0:00 Slow News Holiday, New Jersey Drones, Console Laptops (Intro Banter) 3:56 Virtual Link, Intel & CHIPS (Corrections) 10:58 Nvidia RTX 5070 Ti 16GB, Blackwell Pricing 19:29 Pat Gelsinger “Retired” from Intel – Was he to blame? 26:29 Could Intel bounce back in a few years? 31:42 B580 12GB Reviewed & “Launched” 50:45 Intel Celestial, ARC Chiplets, B770 57:47 NEW Arrow Lake firmware offers little to no Performance Gains 1:02:45 AMD Zen 5 Krackan Performance & Specs Leaked 1:08:19 Will Krackan have a Zen 6 successor? 1:11:04 Valve is working on Steam Machines again! 1:14:42 Nintendo Switch 2 Pictured 1:18:09 Strix Latency, Intel Falcon Shores, Qualcomm Returns, GTA 6 (Wrap-up) 1:23:16 8K 144Hz Monitors, The Real Ultra Enthusiasts (Final RM) https://www.techpowerup.com/329873/nvidia-geforce-rtx-5070-ti-leak-tips-more-vram-cores-and-power-draw https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/ https://www.techspot.com/review/2935-intel-arc-b580/ https://www.techpowerup.com/review/intel-arc-b580/ https://www.pcworld.com/article/2553897/intel-arc-b580-review.html https://www.youtube.com/watch?v=599O7Q4BfaI&ab_channel=KitGuruTech https://x.com/GPUsAreMagic/status/1867311371848650856 https://youtu.be/1PDiFr0UhtQ?si=PY9qhjNxnKta77GO HWU Tim talking with Intel’s Tom Peterson https://www.tomshardware.com/pc-components/cpus/intels-latest-arrow-lake-cpu-firmware-reportedly-offers-little-to-no-performance-gains-users-test-the-microcode-ahead-of-launch-on-the-asrock-z890-taichi-ocf https://www.tomshardware.com/pc-components/cpus/cyberpunk-2077-update-2-2-reportedly-improves-arrow-lake-performance-by-up-to-33-percent-theoretically-matching-the-ryzen-7-7800x3d https://www.pcgamesn.com/intel/cyberpunk-2077-arrow-lake-benchmarks https://videocardz.com/newz/cyberpunk-2077-2-0-patch-to-increase-8-core-cpu-utilization-to-90-mods-for-ryzen-smt-no-longer-needed https://videocardz.com/newz/acer-swift-laptop-to-feature-8-core-ryzen-ai-7-350-amd-krackan-processor-faster-than-ryzen-7-8845hs https://browser.geekbench.com/v6/cpu/9384066 https://www.techspot.com/news/105892-valve-may-ready-revive-steam-machines-project-fremont.html https://x.com/SadlyItsBradley/status/1864960198760100115 https://x.com/SadlyItsBradley/status/1864960200924450934 https://www.techspot.com/news/105849-powered-steamos-valve-linux-gaming-os-prepares-expand.html https://www.theverge.com/2024/12/13/24320477/lenovo-legion-go-s-steamos-handheld-gaming-pc-rumors https://wccftech.com/nintendo-switch-2-joy-con-pictures/ https://www.bilibili.com/video/BV19GzdYSEhe/?spm_id_from=333.999.0.0 https://videocardz.com/newz/nintendo-switch-2-design-revealed-by-case-manufacturers https://x.com/deckwizardyt/status/1868098994963910865 https://wccftech.com/amd-finally-finds-fixes-for-improving-inter-core-latency-on-strix-point-apus/ https://www.techspot.com/news/105914-time-names-amd-boss-lisa-su-ceo-year.html https://time.com/7200909/ceo-of-the-year-2024-lisa-su/ https://www.techpowerup.com/329828/intel-co-ceo-dampens-expectations-for-first-gen-falcon-shores-gpu https://www.techspot.com/news/105962-intel-claims-retailers-facing-high-return-rates-snapdragon.html Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A semiconductor industry veteran & SemiWiki.com founder joins to discuss Intel’s implosion. [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Use “brokensilicon” to get $30 OFF the Minisforum eGPU Dock: https://shrsl.com/4s15r ] 0:00 Introducing Industry Veteran Daniel Nenni 3:18 What ultimately led to Intel's downfall? 11:29 Is SAMSUNG a Trailing Edge Foundry in 2025? 13:52 Are we about to deal with an OVERSUPPLY of silicon? 29:13 Why was Pat Gelsinger fired from Intel? 38:08 Will Intel Foundries ever be cost competitive? 41:28 Who could realistically buy Intel? 47:20 (NEW LEAK) Intel Battlemage B580 Prelaunch Performance 54:20 Chips Act Funding, Onshoring Manufacturing, 2025 Tariffs 1:05:34 Could an AMD x Intel merger happen? 1:10:39 What actions need to be taken to save Intel? 1:16:14 Nvidia entering CPU w/ ARM APUs for Laptop 1:22:04 ARM Discrete GPUs are (likely) Coming! 1:25:59 Is (Broken) Windows in danger of losing its monopoly? 1:29:51 AMD Sound Wave 1:38:09 AMD RDNA 4 & UDNA Last time Daniel was on: https://youtu.be/w-49jKCGE5E?si=GuEtWOIhPS1wgTg7 SemiWiki: https://semiwiki.com/ Daniel Nenni’s Book “Fabless”: https://amzn.to/3OQ41Wt Daniel Nenni's Podcast: https://semiwiki.com/podcast/ MLID Nvidia APU Leak: https://www.youtube.com/live/8bfS0fcyXpg?si=JquDQvKPpwk6DRBB&t=87 https://www.techpowerup.com/review/intel-arc-b580-battlemage-unboxing-preview/5.html https://youtu.be/HhmloI9Kcs8?si=bKYTLLVFevyiZ9eH https://www.tomshardware.com/pc-components/gpus/intel-announces-the-arc-b580-and-arc-b570-gpus https://www.techpowerup.com/gpu-specs/arc-a770.c3914 https://www.reuters.com/technology/intels-interim-co-ceo-zinsner-says-new-chief-executive-will-have-foundry-2024-12-04/ https://youtu.be/v1fEpWy9B0c?si=Rh5lkdBK-4kDBUjy https://www.techspot.com/review/2812-amd-radeon-7900-gre-retest/ https://youtu.be/HT8UmPrQYvk?si=B4Yu-ApyaVMfnB2U https://www.tomshardware.com/pc-components/gpus/intels-b570-b580-battlemage-and-amd-navi-44-rdna-4-gpus-reportedly-keep-pace-with-the-rtx-4060-ti-amd-and-intel-vie-to-capture-the-budget-gpu-market https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/ https://www.techspot.com/review/2794-amd-radeon-7600-xt/ https://www.fudzilla.com/news/graphics/42815-intel-s-nvidia-gpu-license-expires-in-march https://www.chosun.com/english/industry-en/2024/11/01/UM2QF46ZSZG4PJATKVNRZ5PIOI/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMD has 24 Core Ryzen INCOMING…and Nvidia, RADEON, and Intel GPUs are about to launch! [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Use “brokensilicon” to get $30 OFF the Minisforum V3 3-in-1 Tablet: https://shrsl.com/4rt3x ] 0:00 Mastering the Swivel! (Intro Banter) 2:20 PlayStation 6 Naming 6:47 XBOX getting Buggier (?), 9800X3D Supply (Corrections) 14:51 Next-Gen GPU Release Dates CONFIRMED! 25:32 Will RDNA 4 be the “next Polaris”? USB-C Support? 30:55 Intel ARC B570 10GB Leaks 37:49 Nvidia ends Lovelace Production 40:08 Strix Halo Low Power Specs Leaked 48:46 Zen 6 Medusa Point (And Ridge?) Specs Leaked! 54:44 How should AMD segment the Zen 6 lineup? 1:10:39 Qualcomm loses interest in Intel amongst Funding Cuts 1:17:36 Is an Intel-AMD merger possible? 1:24:18 TSMC 2nm Okayed for USA, PS2 160M, PSP2 Confirmed, 4090 Ti Surfaces (Wrap-up) 1:30:45 Nvidia Orin, RTX to PTX, AMD Smartphones, 200K Subs (Final RM) https://www.amazon.co.uk/Best-Sellers-CPUs/zgbs/computers/430515031 https://youtu.be/zipQWc2AzsU https://www.techpowerup.com/329193/intel-arc-b580-gpu-leaked-ahead-of-imminent-launch https://www.tomshardware.com/pc-components/gpus/nvidia-blackwell-rtx-50-series-gpus-everything-we-know https://www.pcgamesn.com/nvidia/geforce-rtx-5090-launch-leak-inno3d https://videocardz.com/newz/gunnir-arc-battlemage-gpus-to-be-revealed-on-december-4th https://videocardz.com/newz/intel-arc-b570-specs-leaked-18-xe2-cores-10gb-memory-and-pcie-4-0x8 https://amzn.to/4g7aIPy https://amzn.to/49wfXqh https://www.newegg.com/p/27N-0002-001G2 https://www.tomshardware.com/pc-components/gpus/nvidia-warns-of-gaming-gpu-shortage-this-quarter-recovery-in-early-2025-chipmaker-rakes-in-record-profits-as-net-income-soars-by-109-percent-yoy https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2025 https://youtu.be/h5dDn8nzvAw https://youtu.be/h5dDn8nzvAw https://www.guru3d.com/story/amd-zen-6-medusa-ridge-processor-leak-reveals-12core-ccd-architecture/ https://www.fudzilla.com/news/graphics/60169-zen-6-medusa-ridge-processor-leaked https://www.tomshardware.com/tech-industry/qualcomm-reportedly-loses-interest-in-intel-takeover https://www.trendforce.com/news/2024/11/26/news-qualcomms-interest-in-acquiring-intel-reportedly-fades-due-to-the-deals-complexity/ https://www.tomshardware.com/tech-industry/us-plans-to-shrink-intels-usd8-5b-chips-funding-to-below-usd8b-restructuring-takes-into-account-chipmakers-usd3-5b-contract-to-make-chips-for-the-military https://www.reuters.com/technology/intels-786-billion-subsidy-deal-restricts-sale-its-manufacturing-unit-2024-11-28/ https://wccftech.com/tsmc-can-shift-advanced-2nm-manufacturing-to-us-after-2025-insinuates-taiwanese-minister/ https://www.techradar.com/pro/Only-about-720000-Qualcomm-Snapdragon--laptops-sold-since-launch https://x.com/lithos_graphein/status/1858485988080640051 https://videocardz.com/newz/samsung-to-present-gddr7-memory-with-42-5-gb-s-speed-at-isscc-2025 https://www.tomshardware.com/pc-components/cpus/amd-crafts-custom-epyc-cpu-for-microsoft-azure-with-hbm3-memory-cpu-with-88-zen-4-cores-and-450gb-of-hbm3-may-be-repurposed-mi300c-four-chips-hit-7-tb-s https://www.techspot.com/news/105744-sony-confirms-playstation-2-sales-top-160m-cementing.html https://www.techpowerup.com/329307/sony-handheld-gaming-console-reportedly-coming-for-steam-deck-nintendo-switch-market-share https://videocardz.com/newz/prototype-geforce-rtx-4090-ti-gpu-has-been-found-in-computer-junk-bin-massive-quad-slot-design-and-rotated-pcie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.