Broken Silicon

Latest Episodes:

172. RTX 4000 Performance Claims, DLSS 3 Analysis, Raptor Lake & ARC Pricing, RDNA 3 Sep 25, 2022

Show notes

We discuss the segmentation, performance, and margins of Nvidia Lovelace…and Intel ARC & RDNA 3!
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0:00 It’s been a hard week for Tom & Reesie, MLID Plug from Jensen (Intro Banter)
6:26 Leather Jacket Effect, MEMS, Chiplet Power Costs (Corrections)
11:40 EVGA quits Nvidia due to Shrinking Margins and Disrespect
34:39 RTX 4000 Series Reveal, Performance Claims, Segmentation
54:44 Has Nvidia actually damaged their Mindshare?
1:03:58 DLSS3 Looks Insane…is it too good to be true?
1:16:55 RDNA 3 Competitiveness
1:23:27 AMD Cuts MSRPs of Radeon RX 6000 and Announces RDNA 3
1:26:27 ARC and Lovelace Profit Margins Leaked by MLID
1:33:36 Intel ARC Officially Missed it's Promised Summer Launch
1:42:54 Raptor Lake Pricing Leaked by MLID
1:48:14 Rockstar Hacked - How bad is it?
1:55:09 TSMC’s distrust of Nvidia, AMD Phoenix AIE, RDNA 3 in APUs (Wrap-Up)

https://www.barrons.com/amp/articles/nvidia-graphic-card-prices-moores-law-51663778838
https://www.jonpeddie.com/news/evga-wont-offer-nvidia-next-gen-series
https://www.tomshardware.com/news/nvidia-reveals-secrets-of-ada-lovelace-gpus
https://twitter.com/RyanSmithAT/status/1573190256492711936
https://www.techpowerup.com/299096/nvidia-details-geforce-rtx-4090-founders-edition-cooler-pcb-design-new-power-spike-management
https://youtu.be/qyGWFI1cuZQ
https://twitter.com/ctnzr/status/1572328438354292736?s=20&t=DdMxCeW4VXuMsLqx8mrbAQ&fbclid=IwAR3MJwW12VcWdMbxrtiYPiwD9INQa6A1fj4yoFRmdcVkvbfe_zRO5rBYf8E
https://www.techpowerup.com/299148/amd-cuts-msrps-of-radeon-rx-6000-series-graphics-cards
https://twitter.com/sherkelman/status/1572208858252156928
https://twitter.com/mooreslawisdead/status/1573340740830502912
https://twitter.com/TheMalcore/status/1573459620856741888
https://twitter.com/mooreslawisdead/status/1573340740830502912
https://youtu.be/MH8J-u2Sui0
https://youtu.be/JtLfN_lpr08
https://www.gamingbible.co.uk/news/grand-theft-auto-6-leaks-confirm-setting-protagonists-20220919
https://www.digitaltrends.com/gaming/rockstar-grand-theft-auto-6-announce/
https://www.pcgamer.com/busted-uk-police-arrest-17-year-old-hacker-in-connection-with-gta-6-leaks/
https://m.mydrivers.com/newsview/805332.html
https://wccftech.com/amd-already-has-next-gen-ryzen-phoenix-cpus-with-xilinx-ai-engine-running-in-labs/
https://videocardz.com/newz/intel-core-i9-13900k-raptor-lakes-premium-packaging-design-leaks-out
https://en.wikipedia.org/wiki/List_of_Nvidia_graphics_processing_units#GeForce_40_series

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171. EVGA Leaves Nvidia, Titan Lovelace, RDNA 3 Ray Tracing & Efficiency, Intel ARC Sep 18, 2022

Show notes

Marc Sauter joins to discuss RTX 4000, RDNA 3, & AXG’s Future. [SPON: Offset your carbon footprint at Wren https://www.wren.co/start/mooreslawisdead First 100 signups get 10 trees planted FREE!]
[SPON: dieshrink = 3% off Everything, brokensilicon = 25% off Windows: https://biitt.ly/shbSk ]

0:00 WARNING - EVGA Leaving Nvidia News broke during the recording!
2:59 Who is Marc? How did golem.de get its name?
9:34 Balancing Performance with Power Consumption
13:08 RTX 4000 Series - What was Marc expecting after Ampere?
28:53 EVGA Leaves Nvidia – Tom & Marc respond after talking to a source at EVGA
36:54 From the 7970 to 290X – Did Marc think AMD would take more Market Share?
48:55 Titan Lovelace (Mini) Leak - Is Nvidia going to make one?
1:10:00 RDNA 3 RT & Efficiency – What can Tom confirm? What should we expect?
1:26:58 Could RDNA 3 scale to 512-bit? Could efficiency come from disabled MCDs?
1:42:12 Is AMD about to dominate laptops with Phoenix & RDNA 3?
1:49:33 Will AMD become a "bad guy" if they become dominant?
1:54:53 Intel ARC – What is likely to literally be cancelled?

https://www.linkedin.com/in/marc-sauter-b61b8779/?originalSubdomain=de
https://www.golem.de/specials/autor-marc-sauter/
https://m.mydrivers.com/newsview/805332.html
https://youtu.be/cZr_LWAlDkg
https://www.tweaktown.com/news/88449/nvidia-geforce-rtx-40-series-gpus-waiting-in-warehouses-since-august/
https://youtu.be/JPu4Zz61H8s
https://www.anandtech.com/show/970
https://www.aroged.com/2022/09/06/sales-of-desktop-video-cards-in-the-second-quarter-collapsed-by-36-in-money-and-22-6-in-pieces/
https://www.angstronomics.com/p/amds-rdna-3-graphics
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://www.tomshardware.com/news/evga-abandons-the-gpu-market-reportedly-citing-conflicts-with-nvidia

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170. Ryzen 7000 vs Raptor Lake, ARC Cancelled, RTX 4080 Leak, Ampere Q4 Oversupply Sep 13, 2022

Show notes

This episode leaks brand new details about Nvidia Lovelace, Intel Products, and RDNA 3 whispers!
SPON: dieshrink = 3% off Everything, brokensilicon = 25% off Windows: https://biitt.ly/shbSk
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0:00 Bulldozer & Haswell Owners in 2022 (Intro Banter)
5:58 Reader Mail Names, RTX 3090 Ti vs 3090 Pricing (Corrections)
11:06 Raptor Lake vs Raphael Gaming Performance, MT, pricing, and release dates
26:24 Will DDR5 be enough for Zen 6? Why does the press not get the 7600X?
39:57 Fake Leakers, and the state of Tech Journalism
46:18 Intel finally Confirms ARC Specs amongst rumors of dGPU being Cancelled
1:09:00 Was ARC’s Failure Raja’s fault?
1:19:04 (NEW) RTX 4090, 4080, 4070 Release Date and Supply Leak
1:33:09 RTX 4070 vs RTX 3060 Ti GDDR6X Supply...Jensen's Tightrope walk...
1:39:08 U.S. Restricts Sales of Sophisticated Chips to China and Russia
1:42:25 iPhone 14 Models Announced w/ nearly no increase in SOC Performance
1:49:03 FSR 2.1, New AMD Naming, PS4 Unigine Heaven Benchmarks (Wrap-Up)
1:55:32 AMD Phoenix AIE, Micro-Electromechanical Systems (Final RM)

https://youtu.be/hluSmgNm0ZQ
https://youtu.be/jZktgrI8Kp8
https://youtu.be/IstA56IAeVA
https://www.igorslab.de/en/intel-raptor-lake-argumentation-aids-from-the-blue-foil-king/10/
https://wccftech.com/intel-13-generation-cpus-raptor-lake-final-specifications/
https://www.youtube.com/watch?v=NQNd0_X6Ca8&t=414s
https://youtu.be/gw9yMgX1svY
https://youtu.be/hluSmgNm0ZQ
https://game.intel.com/story/intel-arc-graphics-qa-hardware-specs/
https://youtu.be/l9Bv52ZYp-E
https://youtu.be/cZr_LWAlDkg
https://www.techpowerup.com/298712/intel-expects-to-lose-more-market-share-to-reconsider-exiting-other-businesses
https://www.tomshardware.com/news/intel-expects-continued-market-share-loss-throughout-2023-will-likely-exit-more-businesses
https://www.newegg.com/asrock-arc-a380-a380-cli-6g/p/N82E16814930076?Description=Intel%20A380&cm_re=Intel_A380--14-930-076--Product
https://hardforum.com/threads/my-arc-380-adventure.2021738/#post-1045442397
https://videocardz.com/newz/amd-radeon-rx-6600m-laptop-gpus-sold-as-desktop-cards-are-much-cheaper-than-rx-6600
https://www.pcworld.com/article/1063563/rtx-4000-launch-likely-at-nvidias-september-gtc-event.html
https://videocardz.com/newz/alleged-geforce-rtx-4090-gpu-runs-at-3-0-ghz-scores-20k-points-in-timespy-extreme
https://www.tomshardware.com/news/intel-promotes-raja-koduri-to-executive-vp-following-arc-gpu-development
https://twitter.com/mooreslawisdead/status/1569110668967612416
https://videocardz.com/newz/geforce-rtx-3060-8gb-and-rtx-3060-ti-with-gddr6x-memory-to-launch-end-of-october
https://www.nytimes.com/2022/08/31/technology/gpu-chips-china-russia.html
https://www.apple.com/apple-events/
https://www.golem.de/news/a16-fuer-iphone-14-apples-silicon-zwangspause-geht-weiter-2209-168150.html
https://www.apple.com/iphone-14/specs/
https://wccftech.com/fsr-2-0-added-to-deep-rock-galactic-coming-soon-to-saints-row/
https://videocardz.com/newz/amd-fsr-2-1-is-now-available-reduces-shimmering-and-ghosting
https://videocardz.com/newz/gpu-z-update-will-limit-nvidia-engineering-sample-gpu-leaks
https://www.techspot.com/news/95915-amd-announces-new-naming-scheme-2023-mobile-processors.html
https://wololo.net/2022/09/05/overclocked-ps4-shows-fairly-impressive-benchmark-numbers/
https://news.xbox.com/en-us/2022/09/07/xbox-elite-series-2-evolving-with-more-ways-to-play/
https://www.lboro.ac.uk/microsites/mechman/research/ipm-ktn/pdf/Technology_review/an-introduction-to-mems.pdf

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169. Anonymous Intel Engineer talks Ryzen 7000, AMD Zen 6 ST, Sapphire Rapids Delays Sep 06, 2022

Show notes

An Anonymous Intel Engineer joins to discuss Zen 4 , SPR & FHF, and more! [SPON: Skip the waitlist at https://masterworks.art/mooreslawisdead and invest in blue-chip art for the very first time by signing up for Masterworks!
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0:00 Who is our guest today?
7:06 Misconceptions about working at Intel, Communication within the Company
17:19 Pat Gelsinger and Management - What's wrong? What's getting better?
27:29 What do Intel Engineers think of Ryzen 7000? What about AM5 longevity?
38:51 Zen 4 vs Golden Cove die size – Is Intel impressed? Is Gracemont small?
42:18 What should Zen 6 focus on? Is MT as important for Zen 5 as it was for Zen 1?
50:19 Intel Raptor Lake vs AMD Raphael Segmentation, Increasing TDPs
55:43 Intel Cancelling Optane
59:56 Sapphire Rapids & Fishhawk Falls Delays - What's going on?
1:12:42 Will MTL be competitive? Will Emerald Rapids be delayed like SPR?

https://www.techspot.com/review/2131-amd-ryzen-5950x/
https://www.techspot.com/review/1940-amd-ryzen-9-3950x/
Zen 4 vs Raptor Lake Pricing Analysis: https://youtu.be/jZktgrI8Kp8
Raptor Lake Launch Date and Pricing Leak: https://youtu.be/hJUUpuKvSLU
https://www.google.com/search?q=number+of+employees+at+GM&rlz=1C1CHBF_enUS880US880&oq=number+of+employees+at+GM&aqs=chrome..69i57j35i39l2j0i512l7.5433j1j7&sourceid=chrome&ie=UTF-8
https://www.google.com/search?q=number+of+employees+at+intel&rlz=1C1CHBF_enUS880US880&oq=number+of+employees+at+Intel&aqs=chrome.0.35i39j0i15i22i30l2j0i22i30j0i390l2.7560j1j7&sourceid=chrome&ie=UTF-8
https://www.theverge.com/2012/3/6/2847197/sony-tablet-p-review
https://en.wikipedia.org/wiki/Sony_Xperia_Tablet_Z

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168. Ryzen 7000 Analysis, Zen 4 X3D Q1, Raptor Lake Pricing, RTX 4090 in Production Aug 30, 2022

Show notes

We dissect AMD’s Raphael Reveal, leak 7980X details, leak Raptor Lake Pricing whispers, and more!
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0:00 Jensen vs Tom's Spatulas, Third Person Writing (Intro Banter)
5:17 Nvidia Orin for Nintendo Switch 2, AMD APU Efficiency, Meteor Lake (HC34)
16:03 AMD Zen 4 Revealed – 13% Higher IPC, 29% Higher ST, 30-50% Higher MT
27:33 Zen 4 Efficiency, Zen 4c Hints, Zen 4 Emulator Performance
40:09 Zen 4 X3D Performance, Launch Dates, and Laptop Variants
47:25 R9 7980X was Cancelled Leak – Why AMD is saving their best yields for Q1…
54:52 Intel Pricing Increase Leak, Raptor Lake vs Zen 4
1:05:58 Nvidia to stay aggressive with AIB Assistance amongst bad Earnings
1:13:49 RTX 4090 24GB Allegedly in Production, Jensen Confirms Lovelace
1:19:22 PS5 Price Increases, Dual-Sense Edge, A770, XeSS Detailed (Wrap-Up)
1:28:41 Ending Last Gen, PlayStation 5 Availability, Intel DX11 Lies (Final RM)

https://www.nvidia.com/en-us/autonomous-machines/embedded-systems/jetson-orin/
https://www.techpowerup.com/gpu-specs/geforce-rtx-3090-ti.c3829
https://www.notebookcheck.net/Apple-M2-Pro-SoC-might-be-fabricated-on-TSMC-s-N5P-node-instead-of-the-initially-rumoured-N3-process.642242.0.html
https://www.semiaccurate.com/2022/08/18/did-intel-delay-meteor-lake/
AMD Zen 4 Reveal: https://youtu.be/WcH_7xsYtUk
https://youtu.be/EvCFDqEioyk
https://youtu.be/TUEiqYFgt1w
https://twitter.com/chiakokhua/status/1561522959583682562
https://wccftech.com/intel-13th-gen-raptor-lake-cpus-listed-online-core-i9-13900k-for-700-us-core-i7-13700k-for-480-us-core-i5-13600k-for-325-us/
https://www.digitimes.com/news/a20220822PD201/amd-cpu-gpu-intel.html
https://twitter.com/mooreslawisdead/status/1560683482489274371
https://www.cnbc.com/2022/08/24/nvidia-reports-slowing-growth-after-earlier-warning.html
https://wccftech.com/nvidia-confirms-exciting-new-next-generation-gpus-coming-soon-geforce-rtx-40-unveil-hinted-september/
https://www.techpowerup.com/298151/nvidia-ceo-confirms-rtx-40-series-ada-reveal-in-september-launch-aimed-at-not-cannibalizing-ampere
https://twitter.com/harukaze5719/status/1562384736147779584
https://www.techpowerup.com/298094/sony-announces-dualsense-edge-wireless-controller
https://press-start.com.au/news/playstation/2022/08/29/new-ps5-model-cfi-1202b-cfi-1202a/
https://blog.playstation.com/2022/08/25/ps5-price-to-increase-in-select-markets-due-to-global-economic-environment-including-high-inflation-rates/
https://www.techpowerup.com/298053/nvidia-geforce-rtx-4080-could-get-23-gbps-gddr6x-memory-with-340-watt-total-board-power
https://gamerdays.intel.com/promotion/liquidhaus-arc-giveaway/
https://youtu.be/frlXry38tJo
https://www.newegg.com/asrock-arc-a380-a380-cli-6g/p/N82E16814930076?Description=Intel%20A380&cm_re=Intel_A380--14-930-076--Product&quicklink=true
https://youtu.be/SufEtMxQNbg
https://newsroom.intel.com/video-archive/video-architecture-day-2020-event-replay/#gs.a475xi
https://youtu.be/oGtwga6Afsg

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167. Russia’s Tech Sector, War over TSMC, Intel Fabs, RDNA 4 vs Nvidia | Asianometry Aug 23, 2022

Show notes

Asianometry joins to discuss Taiwan, the future of Russia’s Tech Sector, and Intel / AMD / Nvidia.
SPON: Get 10% off Healthy, High Protein Ramen w/ code “brokensilicon”: https://bit.ly/3wKx6v1
SPON: dieshrink = -3% off Everything, brokensilicon = -25% off Windows: https://biitt.ly/shbSk

0:00 Who is Jon of Asianometry?
3:51 Asianometry (and Tom’s) Original Videos
7:09 Biggest Misconceptions about Taiwan
12:11 Why TSMC can't "just move" somewhere else...
17:51 When will TSMC focus on making trailing nodes cheaper?
23:02 What is Russia’s best node? How far behind is the Russia's Semi Industry?
33:35 Will China save Russia’s Tech Sector?
46:36 Is China serious about taking Taiwan? Is the USA serious about defending it?
56:20 What type of conflict is possible over TSMC? Who would feel the most pain?
1:16:15 What is China’s “Redline” over Taiwan? Would Intel benefit?
1:24:38 Intel in 2022 – Where do they stand? Where will they go?
1:31:10 AMD in 2022 – What do they need to focus on moving forward?
1:36:02 NVIDIA’s Future – Will RDNA 4 be a major problem for them?
1:44:27 Angstroms, 3D Stacking, TSMC 3nm
1:53:36 Dealing with YouTube Drama

Check out Asianometry: https://youtu.be/TRZqE6H-dww
Video on Russia’s current node tech: https://youtu.be/N_4R4X7AWtU
Video on China’s current x86 Processors: https://youtu.be/zd6iZFPiCFQ
Rise of Nvidia: https://youtu.be/TRZqE6H-dww
Jason Fields from Angry Planet Episode: https://youtu.be/sOeoLrDa0fA
Government Engineer Episode: https://youtu.be/a1wTGgdAVGw
Tech Consultant Episode: https://youtu.be/faqo332WKRU
Daniel Nenni 2: https://youtu.be/w8JmHsKhP9g
Daniel Nenni 1: https://youtu.be/O4DgXtxkZNg
Perun Analysis of Sanctions’ affect on Russia: https://youtu.be/qGGwO99fQaI?t=1800
Perun Video on Chinese Military Modernization: https://youtu.be/mH5TlcMo_m4
https://twitter.com/mooreslawisdead/status/1560683482489274371
https://wccftech.com/samsung-fourth-place-matured-nodes-2021/
https://knometa.com/news/?post=china-039-s-share-of-global-wafer-capacity-continues-to-climb

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166. RDNA 3 is Genius, Nvidia GA102 Buyback, Meteor Lake vs Apple on 3nm, AMD 5995WX Aug 16, 2022

Show notes

RADEON has a beast coming, AIBs are preparing for RTX 4000 series, and Intel keeps struggling…
SPON: dieshrink = -3% off Everything, brokensilicon = -25% off Windows: https://biitt.ly/shbSk
SPON: Get 10% off Healthy, High Protein Ramen w/ code “brokensilicon”: https://bit.ly/3wKx6v1

0:00 AMD Rock Codenames, Tom has tons of Spatulas Now (Intro Banter)
7:01 Userbenchmark's "Advanced Marketing Devices" Scandal whispers...
13:59 Is Intel really marketing ARC any different than Nvidia?
18:22 Nvidia GA102 Buyback Leak, RTX 4080 & 4070 Launch Estimate
32:43 Will Nvidia keep using 8nm for volume? Is a 48GB+ Lovelace card coming?
41:11 AMD RDNA 3 Architecture, Release Timeframes, and more - Leaked!
57:12 RDNA 3 vs RDNA 2 Infinity Cache, Navi 32 Pricing Thoughts
1:03:13 Pat Gelsinger reportedly fighting to save ARC
1:21:53 Intel Meteor Lake Delayed, Apple Possibly buying up TSMC 3nm
1:35:25 Threadripper Pro 5995WX Released to DIY and Reviewed
1:41:39 AMD Zen 4 Raphael Pricing and Boost Clocks
1:47:54 Who should buy discounted Zen 3? Can AMD make half-Vcache models?
1:52:31 "GTX 2080," ARC Pro, Manufacturing moving to the West (Wrap-Up)
1:58:08 Intel Bitcoin ASIC, RDNA 3 Mining Performance, PS5 Availability (Final RM)

https://youtu.be/AVdG-4a6FB4
https://youtu.be/qm_j-zLJJFM
https://www.techpowerup.com/297566/evga-geforce-rtx-3090-ti-prices-momentarily-slashed-by-half-to-usd-1149
https://www.angstronomics.com/p/amds-rdna-3-graphics?triedSigningIn=true
https://youtu.be/nRiKYM65iC0
https://youtu.be/PtOQa-NFXLU
https://www.jonpeddie.com/editorials/will-axg-survive-gelsingers-axe/
https://videocardz.com/newz/intel-publishes-arc-gpu-story-promises-global-launch-later-this-year
https://www.techpowerup.com/297482/intel-meteor-lake-reportedly-delayed-until-end-of-2023-will-have-knock-on-effects-for-tsmc
https://www.macworld.com/article/796506/apple-m2-pro-chip-3nm-process.html
https://www.techpowerup.com/297468/amd-threadripper-pro-5995wx-overclocks-to-5-15-ghz-crushes-cinebench-r23-world-record
https://www.techpowerup.com/297590/amd-ryzen-threadripper-pro-5000-series-processors-available-to-the-diy-market
https://www.techspot.com/review/2512-amd-ryzen-threadripper-pro-5995wx/
https://wccftech.com/amd-ryzen-9-7950x-ryzen-9-7900x-ryzen-7-7700x-ryzen-5-7600x-cpu-specs-leaked-up-to-16-zen-4-cores-5-7-ghz-boost-170w-tdp/
https://videocardz.com/newz/prototype-geforce-gtx-2080-graphics-card-spotted-the-only-known-gtx-with-ray-tracing-support
https://videocardz.com/newz/intel-sapphire-rapids-xeon-scalable-launch-window-reportedly-moves-to-february-6-march-3-2023
https://videocardz.com/newz/intel-arc-a380-graphics-now-have-their-own-very-first-water-block
https://www.techpowerup.com/297594/intel-unveils-arc-pro-graphics-cards-for-workstations-and-professional-software
https://videocardz.com/newz/intel-i9-13900-raptor-lake-cpu-has-been-delidded-revealing-257-mm%C2%B2-die
https://www.foxbusiness.com/technology/qualcomm-globalfoundries-sign-agreement-double-chip-manufactoring
https://wccftech.com/intel-placing-bets-on-oneapi-multi-gpu-support-for-arc-gaming-arc-pro-graphics-cards/
https://videocardz.com/newz/intel-offering-core-i7-12700k-i5-12600k-alternative-cpu-prizes-to-arc-scavenger-hunt-winners
https://www.intel.com/content/www/us/en/products/docs/blockchain/custom-asic-product-brief.html
https://www.newsbtc.com/news/bitcoin/intel-ships-blockscale-asic-chips-to-selected-bitcoin-mining-companies/

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165. Future of Intel’s AXG, AMD Market Share, Nvidia Blackwell v RDNA 4 | Jon Peddie Aug 08, 2022

Show notes

Jon Peddie joins to discuss Intel Xe’s past, ARC’s future, and RADEON vs GeForce Competition.
SPON: Get 10% off Tasty Vite Ramen with Code “brokensilicon” at: https://bit.ly/3oyv4tR
SPON: brokensilicon = -25% off Windows, dieshrink = -3% off Everything: https://biitt.ly/shbSk

0:00 Jon Peddie Intro – What’s changed since we last talked in early 2020?
7:30 The Cyclical nature of Availability – Why do people keep forgetting?
12:20 The Difficulty and Alchemy of Modern Chip Design
16:33 Why is Intel having so much trouble building discrete GPUs?
22:31 Jon Confirms Alchemist was a Multi-Tile Design – what went wrong?
25:57 Comparing Intel Alchemist to the i740 – Is ARC doomed for the same reasons?
33:00 Why there’s no chance Alchemist will be fully ready for at least another month…
37:43 Jon Confirms ARC tried to compete w/ the 3070 - Now what do we expect?
45:27 Should Intel cut AXG? Should Intel cancel Discrete Gaming ARC?
56:36 Could Intel spin-off AXG to another company?
1:03:51 AMD RDNA 3 vs Nvidia Lovelace (Start of Discussion)
1:12:17 AMD vs Nvidia Mindshare – Is RADEON ready to take Market Share?
1:19:59 If Nvidia Blackwell is Monolithic, can it compete with RDNA 4?
1:25:13 Will Gamers keep upgrading if Midrange cards can do 4K240 in 2024?

https://www.linkedin.com/in/jpeddie/
https://www.linkedin.com/company/jon-peddie-research/
https://www.jonpeddie.com/editorials/will-axg-survive-gelsingers-axe
Previous Broken Silicon Episode: https://youtu.be/VK_PNzmlEYA
MLID ARC Cancellation Leak: https://youtu.be/DH2s5HeZzs8
MLID ARC Update: https://youtu.be/AVdG-4a6FB4?t=1035
https://www.investors.com/news/technology/intel-stock-falls-after-chipmaker-badly-misses-q2-targets/
https://www.tomshardware.com/news/intel-kills-optane-memory-business-for-good
Gamers Nexus Driver Issues: https://youtu.be/MjYSeT-T5uk
Nvidia Rumored to stay Monolithic again: https://www.hardwaretimes.com/nvidia-delays-the-move-to-chiplet-gpus-rtx-50-series-blackwell-to-leverage-monolithic-die-rumor/
https://videocardz.com/newz/nvidia-geforce-rtx-3090-has-been-tested-with-custom-20gb-320b-and-12gb-192b-memory-bioses
https://www.jonpeddie.com/store/market-watch-quarterly1
https://en.wikipedia.org/wiki/Intel
https://en.wikipedia.org/wiki/Intel740
https://en.wikipedia.org/wiki/Advanced_Micro_Devices
https://www.techpowerup.com/297482/intel-meteor-lake-reportedly-delayed-until-end-of-2023-will-have-knock-on-effects-for-tsmc

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164. Intel Earnings, ARC Cancellation Update, AMD R5 7600X Launch, Lovelace w/ GDDR7 Aug 02, 2022

Show notes

We have NEW ARC Cancellation info, Zen 4 release dates, and updates on Nvidia 4000 Series.
SPON: ANBERNIC RG280V: https://anbernic.com/products/anbernic-rg280v?sca_ref=2077233.VzJK9eMZQw&sca_source=brokensilicon
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0:00 AMD 7950 Products, Bot Armageddon, Jensen’s Kitchen (Intro Banter)
7:39 Intel Badly Misses Second-Quarter Targets, Cancels Optane
22:38 Are there signs that Intel can fix its issues?
28:49 Leaked Roadmaps prove Intel missed ARC Goals, ARC may get Cancelled
45:35 ARC Cancellation Update, Raja Tweets concerning Response to Rumors
55:18 Will Intel spin off their foundries?
1:02:50 AMD is launching a FULL Zen 4 Lineup in September, Zen 4 Threadripper Pro in 2023
1:17:54 Meteor Lake and Arrow Lake Launch Competitiveness
1:21:45 AMD Noise Suppression and Massive OpenGL Boost Added in RADEON Drivers
1:26:03 MTL getting a VPU…like MLID leaked a year ago…
1:30:40 U.S. Congress passes Bill to boost Chipmakers, compete with China
1:37:28 RX 6500 XT 8GB, Raptor Lake QS Benchmarks, PS5 1440p Support (Wrap-Up)
1:45:08 ARM Innovation, GDDR7 in Lovelace, Switch 2 Leak (Final RM)

https://www.investors.com/news/technology/intel-stock-falls-after-chipmaker-badly-misses-q2-targets/
https://www.tomshardware.com/news/intel-kills-optane-memory-business-for-good
https://youtu.be/DH2s5HeZzs8
https://www.jonpeddie.com/editorials/will-axg-survive-gelsingers-axe
https://twitter.com/RajaXg/status/1553167858053484544
https://videocardz.com/newz/intel-arc-desktop-cards-to-gradually-launch-between-august-5th-and-september-29th
https://www.igorslab.de/en/possible-launch-date-for-intels-arc-a5xx-and-a7xx-graphics-cards-leaked-exclusively/
https://twitter.com/mooreslawisdead/status/1539169406118506496
https://videocardz.com/newz/amd-confirms-ryzen-9-7950x-7900x-ryzen-7-7700x-and-ryzen-5-7600x-processors
https://explore.amd.com/mte/aug-2022-component/register
https://videocardz.com/newz/amd-ryzen-5-7600x-6-core-raphael-cpu-is-up-to-22-faster-than-core-i9-12900k-in-leaked-single-core-test
https://videocardz.com/newz/amds-new-driver-features-noise-suppression-technology-and-up-to-92-better-opengl-performance-in-minecraft
https://www.reddit.com/r/Amd/comments/w4hw4f/amd_noise_suppression_teaser_video/
https://videocardz.com/newz/amds-opengl-optimizations-boost-ryzen-6800u-unigine-heaven-performance-by-12
https://twitter.com/mooreslawisdead/status/1553490581309079552
https://www.phoronix.com/news/Intel-VPU-Driver-Linux
https://www.tomshardware.com/news/intel-announces-ai-boosting-vpu-for-meteor-lake
https://www.reuters.com/technology/us-congress-poised-pass-long-awaited-bill-boost-chipmakers-compete-with-china-2022-07-28/
https://www.techpowerup.com/297304/micron-announces-intent-to-bring-leading-edge-memory-manufacturing-to-the-u-s
https://videocardz.com/newz/geforce-rtx-3050-for-oems-reportedly-features-2304-cuda-cores
https://www.newegg.com/sapphire-11314-03-20g/p/N82E16814202425
https://wccftech.com/samsung-3nm-gaa-chips-shipping-on-july-25/
https://videocardz.com/newz/intel-meteor-lakes-redwood-cove-and-crestmont-architectures-confirmed
https://videocardz.com/newz/intel-core-i5-13600k-and-i7-13700k-pre-production-samples-have-been-tested-in-games
https://wccftech.com/intel-13th-gen-raptor-lake-mobile-cpus-confirmed-for-late-2022-launch/
https://www.tweaktown.com/news/87675/playstation-4-lifecycle-ends-as-sony-stops-reporting-sales-figures/index.html
https://www.techradar.com/news/the-ps5-feature-weve-been-waiting-on-since-launch-is-finally-here
https://store.steampowered.com/news/app/1675200/view/3413183219974913051
https://www.newegg.com/p/pl?d=Intel+LGA+1700+motherboard&Order=1
https://www.newegg.com/p/pl?d=AMD+AM4+Motherboard&Order=1

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163. Intel's Alchemist Problems: Bad Drivers or Hardware Flaw? Is Battlemage Doomed? Jul 26, 2022

Show notes

Bryan Heemskerk, Art Director at Massive Damage, joins to dissect ARC problems and upcoming GPUs.
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0:00 Who is Bryan?
3:12 Is GPU scarcity still an issue for developers?
10:11 The importance of Stability & Frametimes
22:18 Will Alchemist age like AMD Vega?
24:35 Intel had a decade to perfect their drivers – Why are they so bad?
35:45 Intel’s Xe Odyssey – Going from a “1000w 2080 Ti” to a “225w 3060 Ti”
46:44 Is DirectX 12 Support actually an issue? Will Devs bother to optimize for Alchemist?
1:00:14 What went wrong with Alchemist?
1:21:59 Does Alchemist have a Fundamental Hardware Flaw?
1:38:34 Is Battlemage doomed if Alchemist fails?
2:02:40 AMD RDNA 3 & Nvidia Lovelace – How are developers preparing?

Follow Bryan on Twitter: https://twitter.com/bryanheemskerk?lang=en
Bryan is the Art Director at Massive Damage, Inc.: https://www.linkedin.com/in/bryan-heemskerk-a111b351/
Previous Bryan Episode: https://youtu.be/Fj-oW-FKBmQ
Important Review looking at ARC's issues: https://www.igorslab.de/en/intel-arc-a380-6gb-in-test-gunnir-photon-total-benchmarks-detail-analysis-and-extensive-teardown/4/
Roundup of Reviewers Stating Issues: https://videocardz.com/newz/intel-arc-a380-discrete-gpu-reviews-its-like-living-in-the-middle-of-a-minefield
https://youtu.be/QxbHznw4XEY
https://www.techpowerup.com/gpu-specs/arc-a380.c3913
Intel has over 120K Employees: https://en.wikipedia.org/wiki/Intel
AMD has over 15K Employees: https://www.macrotrends.net/stocks/charts/AMD/amd/number-of-employees
Emergency Broken Silicon 35.5 discussing AMD’s Driver Problems: https://youtu.be/IjI6Hkg0g7g

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