Broken Silicon

Latest Episodes:

262. Qualcomm X Elite Review, RTX 5000 Specs, Intel Angry Devs Leak, AMD Zen 5 Price Jun 19, 2024

Show notes

We evaluate the Snapdragon X Elite, leak new Intel Instability Testimonials, and discuss Zen 5!!!
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0:00 Tom Suddenly has a Zen 4 Build, Naming Schemes (Intro Banter)
9:20 Apple Unveils “Apple Intelligence”
20:43 Qualcomm X Elite Releases to Mixed Reviews
43:26 Will Qualcomm generational gains outpace AMD & Intel?
54:08 AMD Confirms Zen 5 Performance Details
1:01:10 Zen 5 Pricing Exclusively Leaked by MLID
1:17:29 Will Zen 6 increase laptop core counts?
1:19:55 Intel Angry Devs Leak - It's affecting Game Development!
1:27:42 Is Intel Sandbagging with Arrow Lake?
1:31:06 Nvidia RTX 5000 Specs Allegedly Leaked
1:40:08 Strix Benchmarks, Intel Sued, Nvidia overtakes MS (Wrap-Up)
1:44:31 Nvidia x86, Strix Halo, TSMC Pricing, Bloodborne on PC (Final RM)

https://www.zdnet.com/article/what-is-apple-intelligence-everything-to-know-about-ai-features-coming-to-iphones-macs-and-ipads/
https://www.apple.com/apple-intelligence/
https://www.forbes.com/sites/dereksaul/2024/06/15/can-apple-stock-go-much-higher-analysts-dont-think-so-heres-why/
https://www.wlbt.com/2024/06/18/mcdonalds-is-ending-ai-based-drive-thru-ordering-because-its-not-reliable-enough/
https://www.youtube.com/watch?v=svZHybT9Jg4&t=1551s&ab_channel=TechTablets
https://www.youtube.com/watch?v=rSx0WZfDbE0&ab_channel=Dave2D
https://www.youtube.com/watch?v=uyHs5-XYh6s&ab_channel=MatthewMoniz
https://www.windowscentral.com/hardware/laptops/asus-vivobook-s-15-copilot-pc-review
https://www.digitaltrends.com/computing/snapdragon-x-elite-copilot-review-roundup/
https://beebom.com/snapdragon-x-elite-early-impressions/
https://www.notebookcheck.com/Asus-Vivobook-S-15-OLED-im-Test-Mit-dem-Snapdragon-X-Elite-in-ein-neues-Notebook-Zeitalter.847338.0.html
https://x.com/9550pro/status/1803024986195857758
https://x.com/carygolomb/status/1803068239255085437
https://videocardz.com/newz/amd-ryzen-5-9600x-aida64-cache-test-confirms-increased-l1-l2-bandwidth
https://www.tomshardware.com/pc-components/cpus/amds-ryzen-9000-wont-beat-the-previous-gen-x3d-models-in-gaming-but-theyll-be-close-improved-3d-v-cache-coming-too
https://youtu.be/ytH3MzK0on8?si=qHa0Gnju0p4w8UrG
https://www.igorslab.de/en/intel-comments-internally-on-the-13th-and-14th-generation-k-sku-processor-instability-issue-and-finally-brings-a-comprehensive-update-of-its-own-investigation-leak/
https://www.pcworld.com/article/2368768/intel-denies-root-cause-found-for-cpu-instability-continues-to-investigate.html
https://x.com/kopite7kimi/status/1800437391519551830
https://x.com/3DCenter_org/status/1800532888284549542
https://www.3dcenter.org/news/geruechtekueche-die-hardware-daten-der-consumer-chips-von-nvidias-blackwell
https://www.youtube.com/live/3qLMoDgV4qw?si=PjhptJyVPKM1J_oD
https://wccftech.com/amd-instinct-mi300x-fastest-gpu-geekbench-opencl-benchmark-faster-than-rtx-4090/
https://videocardz.com/newz/amd-radeon-890m-rdna3-5-igpu-to-be-36-faster-in-gaming-than-780m-claims-laptop-maker
https://www.tomshardware.com/pc-components/cpus/amd-has-dropped-support-for-win-10-for-the-ryzen-ai-300-series-chips
https://www.rgrdlaw.com/cases-intel-corporation-class-action-lawsuit-intc.html
https://x.com/mingchikuo/status/1802737528874955169?t=lf09mapBi3v4IAGhA4DNRA&s=19
https://videocardz.com/newz/nvidia-is-now-the-most-valuable-public-company-in-the-world
https://fsi9-prod.s3.us-west-1.amazonaws.com/s3fs-public/2024-03/DiRestaGoldstein_AIGeneratedImages_Preprint.pdf

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261. Nintendo Switch 2 Performance, PS5 Pro, AMD Zen 5 | Spirit of the North 2 Devs Jun 11, 2024

Show notes

The Creators of Spirit of the North 2 join to discuss next gen consoles and game development!
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0:00 Founding Infuse Studio
9:26 How Game Development has changed over the past decade
13:17 Game Developer Layoffs
26:44 Has AAA Development become bloated?
34:56 Scaling Studios with Success & Game Design
49:38 PC Minimum Requirements - How are they Decided?
53:20 Nintendo Switch 2 Performance – Enough for AAA?
1:04:25 Console CPU Limitations
1:13:52 PlayStation 5 Pro Ray Tracing, Performance, PSSR
1:27:29 Ray Tracing as the Default - What Perf. is required?
1:37:17 What specs should the PS6 have?
1:41:31 Do Devs get excited for new tech, or does it just cause more work?
1:50:57 Spirit of the North 2

Check out Spirit of the North 2 on Steam: https://store.steampowered.com/app/1778840/Spirit_of_the_North_2/
Infuse Studio: https://infusedstudio.com/
Taylor: https://www.linkedin.com/in/tayler-christensen-61ab4351/
Jacob: https://www.linkedin.com/in/jacob-sutton-0970794b/
Jacob's Presentation about porting to Switch (Tom asked a q1uestion ~27 min): https://www.youtube.com/live/BWclTpZN9YY?si=s3Y_4w3L5fAT3ThK
MLID Switch 2 Leak that's been corroborated: https://youtu.be/SibxVnw3LwY
MLID PS5 Pro Leak that's been corroborated: https://youtu.be/2nzlJAsTDo0?si=AAb9mtb9VFQxqYHf&t=1869
https://en.wikipedia.org/wiki/Guerrilla_Games
https://www.techpowerup.com/gpu-specs/geforce-gtx-titan.c1996
https://www.tweaktown.com/news/96879/sonys-upgraded-playstation-5-pro-console-features-spectral-super-resolution-pssr/index.html

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260. Intel Lunar Lake Analysis, Arrow Lake IPC, AMD Zen 5 Strix, Nvidia AI Computex Jun 04, 2024

Show notes

Lion Cove is only getting a 14% IPC increase, and we discuss all Computex 2024 News!
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0:00 Tom needs Sleep, but he saw Modest Mouse! (Intro Banter)
4:15 Onshoring Silicon Misconceptions (Corrections)
10:01 Midrange GPU Pricing's INSANE, AMD Rebaits Backfires
20:10 Should you sell your 4090? How strong can RDNA 4 be?
26:23 Nvidia Unveils Vera Rubin & Snubs Gamers at Computex
35:20 Is Nvidia overhyped? Is the Copilot+ TOPs requirement arbitrary?
37:41 AMD Reveals EPYC Turin, MI325X, MI350X, and more!
47:18 Zen 5 Architecture & Ryzen 9000 Granite Ridge Detailed!
58:23 Should you wait for B850 or buy a 7800X3D w/ B650 now?
1:02:54 AMD AI 9 300 Strix Unveiled!
1:09:15 Does AMD know how to be #1? What’s the point of Sound Wave?
1:18:08 Qualcomm Snapdragon X Elite gains TONS of OEM Support
1:26:26 Intel Lunar Lake Analysis – Red Flags Galore!
1:40:55 5090 28GB, 17.6 Gbps DDR6, EPYC 4004, GT 710 GDDR6 (Wrap-up)
1:43:47 Economic Bubbles, Public Perception of AI, Hot Chips Sponsors (Final RM)

https://youtu.be/o_qlPl58qcY?si=Cy4Xy2yWifd_42d8
https://amzn.to/4eb1Qsj
https://www.youtube.com/live/pKXDVsWZmUU?si=qmpygSerkontpjAd
https://blogs.nvidia.com/blog/computex-2024-jensen-huang/
https://www.nvidia.com/en-us/geforce/news/g-assist-ai-assistant/
https://videocardz.com/newz/nvidia-unveils-vera-rubin-as-next-gen-gpu-architecture-patron-rubin-ultra-to-sport-12-hbm4-stacks
https://www.youtube.com/live/MCi8jgALPYA?si=eJ6SRFpx8ExKPxBW
https://www.amd.com/en/newsroom/press-releases/2024-6-2-amd-accelerates-pace-of-data-center-ai-innovation-.html
https://www.amd.com/en/newsroom/press-releases/2024-6-2-amd-unveils-next-gen-zen-5-ryzen-processors-to-p.html
https://www.amd.com/en/newsroom/press-releases/2024-6-2-amd-unveils-next-gen-zen-5-ryzen-processors-to-p.html
https://www.youtube.com/live/5R3QpKMciEw?si=EqoIImjaJ13rhFn0
https://www.qualcomm.com/news/releases/2024/06/qualcomm-computex-2024-keynote-unveils--the-pc-reborn--with-snap
https://signal65.com/wp-content/uploads/2024/05/NewSurfaceLaptop2024_Signal65LabInsights_r1.01.pdf
https://www.intel.com/content/www/us/en/events/computex.html
https://www.anandtech.com/show/21425/intel-lunar-lake-architecture-deep-dive-lion-cove-xe2-and-npu4/6
https://twitter.com/thraxbert/status/1797809739138728240
https://videocardz.com/newz/nvidia-rtx-5090-new-rumored-specs-28gb-gddr7-and-448-bit-bus
https://videocardz.com/newz/next-gen-lpddr6-memory-to-hit-up-to-14-4-gbps-data-rate-ddr6-up-to-17-6-gbps
https://videocardz.com/newz/amd-launches-epyc-4004-cpus-on-am5-package-up-to-16-zen4-cores-3d-v-cache-for-699
https://www.techpowerup.com/gpu-specs/radeon-rx-6800.c3713
https://www.microcenter.com/product/674503/amd-ryzen-7-7800x3d-raphael-am5-42ghz-8-core-boxed-processor-heatsink-not-included
https://youtu.be/YywHyv66If4

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259. US Gov't Buying AMD, RDNA 4 w/ FSR 4, Nvidia RTX 5080 Export | Defense Engineer May 28, 2024

Show notes

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

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258. 256C Zen 6 CONFIRMED, AMD Zen 5 Strix AI Naming, XBOX Meltdown, Nvidia RTX 5080 May 21, 2024

Show notes

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

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257. Nvidia buying Intel, RTX 5000 Pricing, AMD Zen 5 Strix, TSMC 2nm | Daniel Nenni May 14, 2024

Show notes

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

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256. RTX 5060 8GB, RTX 5070 12GB, MSI backs Nvidia, AMD Zen 5 Strix, Intel Baseline May 07, 2024

Show notes

We discuss leaked Blackwell VRAM capacity, Zen 5 Strix Halo, and Intel’s Situation.
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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

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255. AMD Zen 5 Strix Halo LP Leak, Hawk Point, PS6 Handheld, Switch 2 | The Phawx Apr 30, 2024

Show notes

We leak NEW Zen 5 Strix details, discuss Intel Lunar Lake, and talk about the future of x86 handhelds.
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[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/

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254. Intel 14th Gen Mass Failures Leak, AMD Zen 7, Nvidia RTX 5090 & 5080, TSMC 2nm Apr 23, 2024

Show notes

We leak details about Intel’s depreciating reliability, discuss TSMC 2nm expansion, and talk about Zen 6.
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0:00 Lewis Black & Podcast Habits (Intro Banter)
4:34 HDMI 2.1, Cost of Game Pass (Corrections)
7:14 Chips Act gives Billions to TSMC & SAMSUNG - Intel losing favor?
14:08 Intel Introduces Gaudi 3 AI Accelerator
27:20 Intel Reliability Called into Question
35:51 AMD Zen 6 Updates, Early Zen 7 Leak
43:25 Will Zen 6 increase core counts and launch on AM5?
50:52 Nvidia RTX 5090 & 5080 Poised for Launch 2H 2024
58:26 Sony suddenly brings Trophies to PC
1:01:02 Battlefield 2042 Ending, EK Failing, Zen 5 Confirmed, Granite Rapids (Wrap-Up)
1:06:29 Sub-75W GPUs, The State of “60 class” GPUs, 4090's Melting (Final RM)

https://www.anandtech.com/show/21337/tsmc-to-receive-6b-us-chips-act-set-to-build-2nm-fab-in-arizona
https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-tsmc-expanded#:~:text=%E2%80%9CThe%20proposed%20funding%20from%20the,TSMC%20Chairman%20Dr.%20Mark%20Liu
https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-samsung
https://videocardz.com/newz/intel-announces-gaudi3-ai-accelerator-with-128gb-hbm2e-memory-up-to-900w-tdp-on-air
https://www.anandtech.com/show/21342/intel-introduces-gaudi-3-accelerator-going-bigger-and-aiming-higher
https://youtu.be/BIkbc3eQyPg?si=wxivTQ9TOwrZX20H
https://www.theregister.com/2024/02/23/intel_core_13th_crash/
https://www.theverge.com/2024/4/9/24125036/intel-game-crash-13900k-14900k-fortnite-unreal-engine-investigation
https://www.tomshardware.com/pc-components/cpus/nvidia-blames-intel-for-gpu-vram-errors-tells-geforce-gamers-experiencing-13th-or-14th-gen-cpu-instability-to-contact-intel-support
https://youtu.be/qwyOWGHZf0o?si=jbjD-O8cxdF8bAAB
https://videocardz.com/newz/nvidia-board-partners-expect-geforce-rtx-5090-and-rtx-5080-to-launch-in-fourth-quarter
https://blog.playstation.com/2024/04/17/ghost-of-tsushima-directors-cut-pc-cross-play-and-system-requirements-revealed/
https://www.pushsquare.com/news/2024/04/battlefield-2042-support-to-end-with-season-7-as-next-game-ramps-up
https://www.youtube.com/watch?v=b73xG1HlFhY&ab_channel=GamersNexus
https://videocardz.com/newz/asus-and-msi-confirm-next-gen-amd-ryzen-cpus-support-with-latest-amd-600-motherboard-firmware
https://videocardz.com/newz/intel-xeon-6-6980p-granite-rapids-ap-cpu-to-feature-128-cores-and-500w-tdp
https://videocardz.com/newz/nvidia-sff-enthusiast-geforce-initiative-set-to-promote-smaller-graphics-cards-for-sff-pc-builders
https://www.pcworld.com/article/2278556/china-bans-intel-amd-and-microsoft-purchases-for-government-pcs.html

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253. AMD Zen 5 / 6, Nvidia Blackwell, Taiwan Earthquake, TSMC vs Intel | Asianometry Apr 16, 2024

Show notes

Jon from Asianometry joins to discuss Taiwan’s Earthquake, and the future of semiconductors.
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0:00 How did the Earthquake in Taiwan affect Jon?
7:27 Would a new World War benefit Intel?
14:45 Will China invade Taiwan? What weaknesses does TSMC have?
25:05 Is AMD's "underdog mindset" holding back their future?
39:17 Why wouldn't AMD "go for the kill" with a Zen 5 R9 9960X3D?
44:56 Zen 6, Future TSMC nodes, AMD Packaging
50:22 (Lack of) Governmental Funding for Intel, IFS vs TSMC
1:03:35 Are we sleeping on Synopsis? Intel Gaudi 3 Competitive?
1:19:30 Nvidia Blackwell, Vera Rubin, AI Dominance
1:31:25 Is Nvidia really using “chiplets” with B100?
1:43:31 Advice for people who visit Taiwan

Check out Jon's YouTube Channel: https://www.youtube.com/@Asianometry
Last time Jon was on Broken Silicon: https://youtu.be/p1m0pc5TkNw?si=kB-6J3Osh-lX3uwW
https://youtu.be/tB4q6Wp4XHc?si=bPC9SMQYgrJYGKwb
https://youtu.be/Nk-lBok9_TU?si=f8zXjdeRbhpq7_tG
https://www.anandtech.com/show/21337/tsmc-to-receive-6b-us-chips-act-set-to-build-2nm-fab-in-arizona
https://youtu.be/TbWfywgY7sk?si=4gzq6gIcRD-qodGE
https://arstechnica.com/information-technology/2024/04/intels-gaudi-3-ai-accelerator-chip-may-give-nvidias-h100-a-run-for-the-money/
https://youtu.be/dJbUB6Pfc90?si=kJboVLsZ9zSL1oZT
https://solarsme.com/best-states-for-solar-energy/#:~:text=According%20to%20Solar%20Energy%20Industries,massive%20investment%20in%20solar%20space.
https://www.rfa.org/english/news/china/kinmen-island-taiwan-tensions-03272024133330.html
https://www.economist.com/asia/2023/04/05/the-view-from-the-front-line-between-taiwan-and-china
https://www.bloomberg.com/news/articles/2024-03-12/pentagon-scraps-plan-to-spend-2-5-billion-on-intel-chip-grant

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