Broken Silicon

Latest Episodes:

122. Nvidia Ampere 2022 Refresh, Intel ARC Pics & Perf, Silicon Lottery Interview Oct 12, 2021

Show notes

Tom & Dan discuss the latest Nvidia Ampere, AMD RDNA 2, and Intel Alchemist news. Tom also offers an Exclusive interview of the founder of Silicon Lottery – a CPU binning business that just closed.

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0:00 This Episode is Different
3:33 Wii COD4, Reesie's Name, Foldable Phones
13:06 RX6600 Performance, Pricing, and Availability
22:26 Nvidia's 2022 Ampere Refresh - 3090 Ti? 3060 SUPER? 3070 Ti 16GB?!
32:52 Steam Deck Benchmarked
37:28 AMD CPU Lineup in 2022
44:50 Intel ARC Cooler, Launch Date, and Performance Leak
52:54 Silicon Lottery Closes
57:06 Who is Preston?
1:02:14 When did Preston think of starting Silicon Lottery
1:08:14 How did he source and bin CPUs?
1:17:01 Dealing with Customer Service for Binned Parts
1:19:32 When was Silicon Lottery Most Popular?
1.24:03 Was Intel intentionally Underclocking chips due to lack of competition AMD?
1:28:36 When did business start to decline?
1:37:37 Is overclocking becoming obsolete?
1:50:09 How would they have binned Alder Lake & Little Cores?
1:52:56 What's next for Preston and Silicon Lottery?

https://videocardz.com/newz/amd-radeon-rx-6600-final-specifications-and-official-performance-leaked
https://videocardz.com/newz/amd-radeon-rx-6600-non-xt-with-1792-stream-processors-launches-mid-october
https://youtu.be/eS6pYpOYZKs
https://videocardz.com/newz/nvidia-rumored-to-launch-rtx-3090-super-rtx-3070-ti-16gb-and-rtx-2060-12gb-in-january
https://videocardz.com/newz/nvidia-geforce-rtx-3090-ti-rumors-450w-tdp-21gbps-memory-and-new-power-connector
https://wccftech.com/steam-deck-handheld-console-benchmarked-60-fps-with-decent-image-quality-in-several-aaa-games-30-fps-in-cyberpunk-2077-at-native-resolution/
https://3g.ali213.net/news/html/625257.html?s=09
https://youtu.be/Cr1tBFUjPBQ
https://siliconlottery.com/

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121. Apple wanted Intel Meteor Lake, Games Utilizing Neural Engines | AI Researcher Oct 05, 2021

Show notes

An AI researcher joins to discuss ways AI & Neural Engines can improve everyday products and games.

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0:00 What is the field of Field Research? How makes an "AI Chatbox" Successful?
9:12 Why Neural Engines & on-device AI processing is important for upcoming apps.
13:00 Can Neural Engines be used for video games? What else can they be used for?
19:24 Did Apple drop Intel because Neural Engines took to long? Is Meteor Lake late?
22:59 Will AI ever reliably understand our voice commands & handwriting?
39:42 Can we expect True Artificial General Intelligence anytime soon?
46:27 What is the difference between "AI" and an "Algorithm"?
56:01 Are there too many AI companies? Is there an "AI tech bubble"?
1:01:36 How do AI researchers acquire & clean data? Are these "black boxes" dangerous?
1:08:30 The difference between "Neural Engines" & "Neuromorphic Chips"
1:11:50 Will we get video game AI as smart as real players?
1:18:58 Advice for people looking to get into AI research

https://biomojo.com/
Ryan is “hurlass” on Instagram
Facebook Shut down AI that started speaking to other AI in its own language: https://www.firstpost.com/tech/news-analysis/facebook-researchers-shut-down-ai-bots-that-started-speaking-in-a-language-unintelligible-to-humans-3876197.html
MLID Meteor Lake Neural Engine Video: https://youtu.be/x0vx5d5Acwo
https://en.wikipedia.org/wiki/Turing_test
https://www.forbes.com/sites/cognitiveworld/2019/06/10/how-far-are-we-from-achieving-artificial-general-intelligence/?sh=1201a72d6dc4
https://research.aimultiple.com/artificial-general-intelligence-singularity-timing/#:~:text=Experts%20believe%20AGI%20will%20occur,breakthroughs%20and%20achieving%20superhuman%20intelligence.
https://www.cnn.com/2021/08/30/business/tesla-crash-police-car/index.html

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120. Intel Arc A700, AMD RDNA 4 Price/Performance, Nvidia 3070 SUPER, PS5 Zen 2.5 Sep 28, 2021

Show notes

Intel isn't just about to launch Desktop Graphics Cards, they are also bringing a Neural Engine to Meteor Lake - and we gotta talk about it! We also discus RDNA 4 Performance, RDNA 4 pricing, RTX 3070 SUPER, Nvidia DLAA, and PS5's "custom" Zen 2 CPU.

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0:00 Lab Dan (Intro Banter)
2:40 Texas Instruments Products, Tesla vs Ford Founders (Corrections & Omissions)
7:40 Meteor Lake’s Neural Engine – Why it could be revolutionary for desktop users!
19:15 Apple's ecosystem advantage, the iPhone 13 is kinda "4nm", Tim Cook Impression
27:35 Arc Desktop Lineup Leak - Performance, Segmentation, Launch Volume, Naming
45:55 RDNA 4 & RDNA 3 Performance Target and Pricing Leak
59:10 What do we think about prices doubling while performance quadruples?
1:15:17 Nvidia DLAA Tested - Another good option for Nvidia users
1:19:02 Nvidia 3080 Super & 3070 Super Whispers - why it makes sense for Q1.
1:27:42 Illegal RADEON Instinct Accelerators Smuggled into China (not mining cards)
1:32:27 PlayStation 5 does not have "Zen 2.5", but it optimized for gaming.
1:41:12 Nvidia Leaks PS5 Exclusives coming to PC, Zen 3D EPYC Lineup (Wrap Up)
1:50:42 Zen 3D -> Zen 4 Perf, Preventing Cheaters at Kernel Level (Final Reader Mail)

Recent Daniel Nenni Broken Silicon: https://youtu.be/w8JmHsKhP9g
https://youtu.be/x0vx5d5Acwo
https://youtu.be/7SjgyRhfClA
https://videocardz.com/newz/intel-arc-alchemist-graphics-cards-to-adopt-arc-a-naming
https://twitter.com/momomo_us/status/1442121954853457922
https://videocardz.com/newz/asus-gigabyte-and-msi-to-launch-custom-intel-arc-alchemist-graphics-cards
https://youtu.be/6PTGCUJan8M
https://www.techpowerup.com/review/nvidia-dlaa-anti-aliasing/
https://wccftech.com/nvidia-ada-lovelace-ad102-gpu-clock-as-high-as-2-2-ghz-384-bit-bus-gddr6x-over-80-tflops/
https://videocardz.com/newz/nvidia-geforce-rtx-3080-super-3070-super-and-3060-super-get-rumored-specifications
https://twitter.com/kopite7kimi/status/1440516490164260868
https://www.tomshardware.com/news/amds-radeon-instinct-accelerators-sneak-into-chinese-hpc-projects-through-vietnam
https://twitter.com/GPUsAreMagic/status/1438082723277688836
https://twitter.com/GPUsAreMagic/status/1438098033162457089
https://twitter.com/GPUsAreMagic/status/1439205765559066627
https://ighor.medium.com/i-unlocked-nvidia-geforce-now-and-stumbled-upon-pirates-dc48a3f8ff7
https://www.pcgamer.com/amp/amd-rx-5000-graphics-card-sam-support/
https://wccftech.com/amd-microsoft-bring-tensorflow-directml-to-life-4x-improvement-with-rdna-2-gpus/
https://www.coolserver.com.cn/product_285.html
https://twitter.com/ExecuFix/status/1438420566243950595
https://wccftech.com/intel-arc-alchemist-gpus-tsmc-6nm-because-of-insufficient-manufacturing-capacity-at-intel-fabs-xess-backwards-compatibility-custom-graphics-cards/
https://videocardz.com/newz/gainward-and-galax-confirm-and-launch-geforce-rtx-3060-with-ga104-150-gpu
https://wccftech.com/amd-achieves-epyc-record-breaking-16-market-share-in-recent-quarter/
https://www.tomshardware.com/reviews/evga-x570-dark
https://www.lg.com/us/monitors/lg-32ep950-b-oled-monitor

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119. Silicon Shortages, Nvidia ARM Acquisition, Intel v TSMC v Samsung | Daniel Nenni Sep 21, 2021

Show notes

Daniel Nenni literally wrote the book on silicon manufacturing and how the fab business evolved over the past 50 years. There's really no one better to discuss the causes...and hopefully end of the current silicon shortages. We also discuss Nvidia buying ARM, and Intel's ability to catch up to AMD and TSMC.

0:00 Who is Daniel Nenni? What is his background?
3:50 Have there been semiconductor shortages like this before? Will it crash?
10:20 Is the silicon shortage overblown? What caused the silicon shortage?
20:30 When will the shortage end?
27:23 AMD's Rising Competitiveness & Influence
34:40 Will the Nvidia-ARM Deal Go through? What about AMD-Xilinx?
44:50 Will TSMC buy AMD? Why did Nvidia use Samsung for Ampere?
53:05 TSMC vs Samsung vs Intel vs GlobalFoundries over the next 10 Years
59:20 Will Intel obtain "Unquestioned Leadership" by 2025?
1:16:40 How do you predict IPC years before an architecture launches?
1:23:50 Monolithic vs Chiplet Designs, 4nm iPhone
1:31:45 When will we move past Silicon?
1:35:35 What is going on with IBM 2nm?
1:39:50 When will Automotive Shortages end? Will they trickle down to other components?

Previous Daniel Episode: https://youtu.be/O4DgXtxkZNg
LinkedIn: https://www.linkedin.com/in/danielnenni/
Twitter: https://twitter.com/DanielNenni
Daniel’s Book: https://www.amazon.com/Fabless-Transformation-Semiconductor-Daniel-Nenni-ebook/dp/B00JT1NZF8
Daniel’s Website: https://semiwiki.com/
https://www.digitimes.com/news/a20210503PD216.html
Unquestioned Leadership: https://abc17news.com/money/2021/01/22/incoming-ceo-wants-intel-to-again-be-the-unquestioned-leader-in-industry/
Intel wants to be “a leader” in 2025: https://venturebeat.com/2021/07/26/intel-aims-to-regain-chip-manufacturing-leadership-by-2025/
MLID Leadership Analysis Video: https://youtu.be/0udMIkdEkFo

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118. Nvidia RTX 3060 SUPER, Intel 128 EU Alchemist, XBOX Series & PlayStation 5 Pro Sep 14, 2021

Show notes

How good will Intel’s Low End Gaming GPU be in 2022? How will RADEON & Nvidia combat it? How will the PlayStation 5 & XBOX Series “Pro” consoles compare? Tom & Dan discuss it all this week!
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0:00 Modern OS Design & Amazon Planning for Zombies (Intro Banter)
9:43 8K120 with Display Port 2.0, 28nm Capacity Issues, Skylake Fanboys (Corrections)
19:06 Nvidia DLSS Input Latency
24:45 FSR vs DLSS vs XeSS in 2022
28:09 Ampere SUPER & RDNA 2 6nm Refreshes, RDNA 3 & Lovelace Launch Dates
36:50 Will Nvidia Artificially limit Lovelace Performance?
40:31 Intel Arc 128 EU Low End GPU sounds Impressive, 512 EU competes with 3070
50:40 RADEON Market Share, RDNA 2 Mining GPUs?
59:10 When will the next overproduction crash happen?
1:10:26 How Alder Lake can be "Aggressively Priced" & "Expensive" at the same time…
1:23:58 PlayStation 5 Pro by 2023/24 Leak
1:32:50 XBOX Series S Refresh in 2022 Leak
1:48:06 PlayStation 2021 Showcase, Console Redesigns, RTX 3080 Ti 20GB (Wrap Up)
2:01:06 EPIC vs Apple Court Ruling, Demon's Souls Remake Thoughts (Final Reader Mail)
2:05:56 Are Exclusives a good for the industry?
2:10:51 Concerns about Autocratic Influence on Western Game Development...

https://aws.amazon.com/service-terms/
https://www.counterpointresearch.com/tsmc-price-hike/
https://www.industryweek.com/operations/article/21126394/uaw-to-big-three-shut-down-plants-for-two-weeks-to-ensure-safety
https://www.reuters.com/business/autos-transportation/intel-says-it-will-reserve-ireland-chip-factory-capacity-automakers-2021-09-07/
https://www.forbes.com/sites/tiriasresearch/2021/09/08/intel-to-build-two-new-fabs-in-europe/?sh=4d6561572792
https://min.news/en/economy/870f2fff0332b177b7584030218422e8.html
HUB DLSS Latency Testing: https://youtu.be/osLDDl3HLQQ
https://twitter.com/greymon55/status/1435082749937786882
https://fuse.wikichip.org/news/2823/samsung-5-nm-and-4-nm-update/
https://videocardz.com/newz/leaked-slide-shows-intel-dg2-arc-alchemist-gpus-compete-with-geforce-rtx-3070-and-radeon-rx-6700xt
https://twitter.com/greymon55/status/1435217663765057540
https://www.techpowerup.com/gpu-specs/geforce-gtx-1650-super.c3411
https://twitter.com/mooreslawisdead/status/1437171287982579719
https://youtu.be/84IV8VmQoY4
https://youtu.be/Fkx3FAeI6tc
https://www.tomshardware.com/uk/news/amd-confident-in-our-suppliers
https://twitter.com/mooreslawisdead/status/1433463094647431171
https://wccftech.com/intel-12th-gen-alder-lake-s-desktop-cpus-z690-motherboards-launching-on-19th-november/
https://www.pcinq.com/news/cpus/intel-alder-lake-s-ddr5-platform/
https://wccftech.com/amd-ryzen-5000-series-cpus-are-receiving-price-cuts-across-the-board-ahead-of-the-intel-alder-lake-s-launch/
https://youtu.be/Qlqq7JrJujI
https://youtu.be/QtNftRndQmk
https://youtu.be/XhL3wCcOwVY
https://youtu.be/5XOV3pZj8rI
https://youtu.be/c5aQicr6l7I
https://youtu.be/T5VtfD2i3rc
https://videocardz.com/newz/nvidia-rumored-to-launch-geforce-rtx-2060-with-12gb-memory-by-january-2022

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117. Dune the Game, Cyberpunk 2077 Mistakes, Next Gen Ray Tracing | Studio Director Sep 07, 2021

Show notes

Paxton Galvanek is Operations Director at Funcom, who is currently building a AAA Online Survival Game set in the Dune universe. We discuss everything that goes into AAA game development, and the hardware that propels it.

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0:00 What is an Operations Director do for a studio?
3:50 Paxton's Gaming Origins - Atari, NES, PS1, World of Warcraft & Battlefield on PC
11:44 When do game studios upgrade their PCs? How are the shortages affecting them?
16:36 How did Funcom gain the rights to make a Dune Survival Game? Will it be good?
25:47 Why do games sometimes fail?
30:24 What makes a studio cancel a game mid-development?
35:30 Why did CyberPunk 2077 release buggy? Are rising AAA costs sustainable?
44:25 Early Access and Kickstarter Funding Models
53:52 Tencent funding Western games - Should we be worried about outside censorship?
58:56 Next Gen Motion Capture
1:02:35 How do people get into game development?
1:09:25 Game Development Misconceptions, thoughts on Crunch Culture
1:14:02 How will RDNA 3, Lovelace, Zen 4, & Raptor Lake help development? Ray Tracing?

Guest’s LinkedIn: https://www.linkedin.com/in/paxtongalvanek/
Funcom: https://www.funcom.com/
https://en.wikipedia.org/wiki/Tencent
https://en.wikipedia.org/wiki/Star_Citizen
https://www.bbc.com/news/world-asia-50093028

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116. AMD 6nm Navi 22 vs Arc Xe-HPG, i9-12900K vs R9 5950X3D, Intel Royal Core Aug 31, 2021

Show notes

Intel Alder Lake, Xe Arc, and Lunar Lake news galore! Following Hot Chips 33 Tom & Dan discuss the latest Intel, AMD, Nvidia, and more gaming hardware news.

[SPONSOR for cheap Windows & Gaming Keys: https://www.cdkeyoffers.com/]
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0:00 Hot Chips, PS5 Screws, and Staying Dry during Hurricane Season (Intro Banter)
8:32 MI200 Codename, Precious Metal Shortages (Corrections and Omissions)
12:57 Intel Xe HPG Architecture & Performance – At least a 3060, and specs suggest a 3070 Ti
34:12 Intel Alder Lake Architecture & Performance – Zen 3 will be challenged
45:08 Alder Lake Pricing Discussion – Will Intel price SKUs aggressively? Why did Tom say “expensive”?
54:40 Lunar Lake / Nova Cove, Emerald Rapids, and Granite Rapids Leak Discussion
1:06:06 Intel Tiles vs AMD Chiplets, AMD APUs vs Arrow Lake, The Apple Threat to Intel
1:20:58 Zen 2 had Vcache Prototypes, and AMD wanted Zen 3D to launch in 2020
1:29:30 AMD 6nm RDNA 2 Cards likely to combat Intel Arc
1:34:14 Record GPU Shipments confirmed – Demand is insane in 2021
1:43:16 Are budget builds really dead? Were things really that great in 2013?
1:47:47 Windows 11 Support, 512GB DDR5 Sticks, RX 6600 Pricing, 5nm Lovelace (Wrap Up)
1:58:02 The cost of GPU Optimization, Monitor Buying Advice, Tesla AI Day (Final Reader Mail)

https://www.anandtech.com/show/16895/a-sneak-peek-at-intels-xe-hpg-gpu-architecture
https://www.anandtech.com/show/16896/intel-architecture-day-20201-intel-unveils-xess-image-upscaling-technology
https://videocardz.com/newz/intel-teases-dual-fan-cooler-for-its-discrete-arc-dg2-based-graphics-cards
https://wccftech.com/intel-arc-graphics-cards-xe-hpg-gpu-ready-to-overclock-through-driver-ui-at-launch/
https://www.anandtech.com/show/16881/a-deep-dive-into-intels-alder-lake-microarchitectures
https://youtu.be/Yk-6Fe0nkvs?t=1050
https://youtu.be/wMBOgzibr8w
https://wccftech.com/intel-core-i7-12700-alder-lake-cpu-up-to-15-faster-than-ryzen-7-5800x-multi-threaded-benchmarks/
https://videocardz.com/newz/intel-core-i9-12900k-is-12-faster-than-ryzen-9-5950x-in-leaked-single-core-geekbench-5-benchmark
https://youtu.be/g44zQII9GV4
https://youtu.be/wMBOgzibr8w
https://videocardz.com/newz/amd-adds-17-new-pci-ids-of-navi-21-22-and-23-gpus-to-linux-kernel-could-be-the-rumored-6nm-refresh
https://www.phoronix.com/scan.php?page=news_item&px=AMD-17-More-RDNA2-GPU-IDs
https://www.tomshardware.com/news/jpr-gpu-q2-vendor-share
https://youtu.be/Yk-6Fe0nkvs
New MLID Video on Supply, LHR, 6nm RDNA 2, and Intel Arc performance: https://youtu.be/uaF-IdZCpfk
https://videocardz.com/newz/nvidia-geforce-rtx-3060-ti-and-rtx-3060-supply-to-decrease-in-september
https://youtu.be/uaF-IdZCpfk
https://arstechnica.com/gadgets/2021/08/loosened-windows-11-requirements-cover-the-surface-studio-2-but-not-much-else/
https://wccftech.com/intel-13th-gen-raptor-lake-alder-lake-s-desktop-cpu-power-requirements-revealed/
https://www.phoronix.com/scan.php?page=news_item&px=AMDGPU-DP-SST-UHBR10
https://wccftech.com/samsung-develops-512-gb-ddr5-module-speeds-up-to-7200-mbps-mass-production-end-2021/
https://wccftech.com/alder-lake-cpus-have-lots-of-room-for-optimization-in-games-says-intel/
https://twitter.com/FrontTron/status/1430192491450363913
https://www.igorslab.de/en/werkueberaktete-amd-radeon-rx-6600-with-a-radeon-pro-w6600-emulates-parity-to-geforce-rtx-3060-teaser/
https://twitter.com/kopite7kimi/status/1430934789171793923
https://wccftech.com/nvidia-next-generation-ada-lovelace-gpus-will-use-tsmcs-5nm-process-instead-of-samsungs/
https://sirusgaming.com/2021/08/26/battlefield-2042-builder-game-mode-customizations/
https://www.bloomberg.com/news/articles/2021-08-28/musk-said-to-oppose-nvidia-s-planned-takeover-of-arm-telegraph
https://techcrunch.com/2021/08/19/top-five-highlights-of-elon-musks-tesla-ai-day/

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115. Why PC Gaming is Expensive Again, Intel Arc, RTX | Josh Walrath, PC Perspective Aug 24, 2021

Show notes

Josh Walrath from PC Perspective joins Tom to recap eras where PC Gaming was far more expensive than now…and why the market is starting to look like those old eras again. Intel Xe Arc DG2, the future of Ray Tracing, RDNA 3, and even 3dfx Interactive are all discussed.

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0:00 Who is Josh Walrath? What got him into PC Hardware?
10:00 A low end PC used to cost $4000+ in today's money!
16:15 ow did Josh see cheap consoles in the 1990s?
18:19 3dfx & Voodoo Graphics Cards Impact on the Market…and why they failed…
29:25 When the PC Gaming market change to become cheaper and more approachable?
37:23 What was it like to cover the years of Intel stagnation?
43:00 Discussing how much "worse" PC Gaming prices used to be...
48:31 Did the death of Moore's Law make PC Gaming dirt cheap? What's raising prices?
58:27 Is Ray Tracing the future of gaming graphics? Are graphics getting that much better?
1:16:52 What's going to happen to PC Gaming Prices? Are budget builds dead?
1:24:50 What would happen if TSMC was eliminated?
1:30:55 Will Intel succeed at becoming an IDM?
1:34:41 Intel Xe Arc - How strong will it be? Will it help the market?
1:52:02 What was the biggest leap in the last 20 years? Was it Ampere?

https://twitter.com/JoshDWalrath
https://web.archive.org/web/20121114080719/http://www.penstarsys.com/
Any Excellent blast from the past: https://web.archive.org/web/20120325155847/http://www.penstarsys.com/editor/tech/process/sl_pc_mg/index.html
https://en.wikipedia.org/wiki/3dfx_Interactive
https://en.wikipedia.org/wiki/Athlon_64
https://www.guru3d.com/articles-pages/amd-ati-radeon-hd-4870-1024mb-review,1.html
https://www.investopedia.com/terms/m/mooreslaw.asp#:~:text=Moore's%20Law%20states%20that%20the,observation%20that%20became%20Moore's%20Law.
https://en.wikipedia.org/wiki/Phenom_II
https://www.techpowerup.com/gpu-specs/radeon-hd-5870.c253
https://www.usinflationcalculator.com/

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114. RX 6600 XT Reviews, Nvidia & AMD Income, Intel on TSMC 3nm | No Profit Shortage Aug 17, 2021

Show notes

There are no shortages of AMD, Nvidia, Intel, PlayStation, or Nintendo Gaming Hardware News this week....nor are there shortages of profits for these companies…

[SPONSOR: https://www.cdkeyoffers.com/]
25% software discount code: brokensilicon
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0:00 Hot Chips 2021 vs 2019, AMD GPU Mindshare (Intro Banter)
9:45 Ti-83 as a Gaming Handheld, Nintendo Design & Profits
20:15 RX 6600 XT Reviews – Reviewers Cry, Gamers Buy
30:32 Navi 23 can sustainably be sold for under $379
40:10 Why can Nvidia outproduce RADEON so much?
50:59 AMD & Nvidia Report Massive Profits, PS5 is NOT sold at a loss
58:23 Should Nvidia Lovelace use HBM? RX 6600 XT good Mining?
1:06:28 RX 570 Dual Polaris Mining GPU Released by SAPPHIRE
1:19:36 Nvidia is preventing some developers from adding FSR
1:23:30 Intel Buying TSMC 3nm Capacity
1:33:12 Nova Lake info & Intel Rumors, ARM Deal in Jeopardy, Navi 31
1:42:32 A2000 70w GA106, Alder Lake DDR4
1:50:10 New Nintendo Controller, PlayStation 5 Pro Expectations
2:02:30 Nvidia Orin in TVs, RDNA with Vcache, Blue Box Conspiracy

https://twitter.com/mooreslawisdead/status/1426088615885606912
https://www.techspot.com/review/2305-amd-radeon-rx-6600-xt/
https://youtu.be/VFHOZN5AV6E
https://youtu.be/QYt8TAxtkB0
https://youtu.be/OVE1f5NxQ7g
https://wccftech.com/nvidia-geforce-rtx-30-lhr-series-mining-hashrate-partially-unlocked-nbminer-update/
https://www.tomshardware.com/news/amd-reports-record-financial-results-for-q2-2021
https://www.pushsquare.com/news/2021/08/ps5_will_meet_shipment_target_as_sony_secures_chips_amid_semiconductor_shortage
MLID RX 490 Leak: https://youtu.be/6HqrZW9lCQI
https://wccftech.com/amd-lists-rx-490-dual-gpu/
https://twitter.com/9550pro/status/1426038690405523458
https://wccftech.com/sapphire-radeon-rx-570-duo-dual-amd-polaris-mining-graphics-card-pictured/
https://bbs.saraba1st.com/2b/thread-2020538-1-1.html
https://www.amd.com/en/products/professional-graphics/radeon-pro-duo-polaris
https://www.notebookcheck.net/Metro-Exodus-PC-Enhanced-Edition-will-not-support-AMD-FidelityFX-4A-Games-clarifies-on-FidelityFX-Super-Resolution-support.536490.0.html
https://youtu.be/0Trey5tFRUo
https://in.ign.com/ps5/163088/news/arcadegeddon-first-ps5-game-to-get-amd-fsr-support
https://wccftech.com/intel-grabs-majority-tsmc-3nm-capacity-4-server-graphics-chips-production-q2-2022/
https://www.tomshardware.com/news/intel-n3-rumors-august-2021
https://udn.com/news/story/7240/5662232
https://youtu.be/pmKSLILb5Cg?t=473
https://videocardz.com/newz/intel-arrow-lunar-and-nova-lake-codenames-appear-in-a-leak-as-meteor-lake-successors
https://www.thetimes.co.uk/article/nvidia-tycoon-jensen-huang-offloads-160m-of-shares-amid-doubts-over-arm-holdings-qdlfmjnm7
https://www.techpowerup.com/285227/new-amd-radeon-pro-w6000x-series-gpus-bring-groundbreaking-high-performance-amd-rdna-2-architecture-to-mac-pro
https://wccftech.com/amd-next-gen-rdna-3-navi-31-navi-33-gpus-listed-in-rocm-opengpu-platform/
https://www.nvidia.com/en-us/design-visualization/rtx-a2000/?nvid=nv-int-cwmfg-919816#cid=sigg21_nv-int-cwmfg_en-us&ncid=afm-chs-44270&ranMID=44270&ranEAID=TnL5HPStwNw&ranSiteID=TnL5HPStwNw-qvoCZUTh3HJoQmqGEb3aig
https://wccftech.com/gigabyte-leaks-next-gen-aorus-17g-laptop-intel-alder-lake-p-14-core-cpu-ddr5-4800-memory/
https://wccftech.com/intel-poaches-anton-kaplanyan-former-nvidia-research-scientist-that-pioneered-rtx-dlss-techniques/
https://www.tomshardware.com/news/intel-removing-cannon-lake-driver-linux
https://www.tomshardware.com/news/ddr5-4800-ddr4-3200-alder-lake-benchmarks
https://www.tomshardware.com/news/amd-direct-buy-queue-for-rx-6000-gpus
https://www.pcgamer.com/uk/amd-claims-its-largest-share-of-the-overall-x86-cpu-market-in-14-years/
https://wccftech.com/amd-cdna2-mcm-gpu-instinct-mi200-accelerator-launch-late-2021-confirmed/
https://www.reddit.com/r/TheBlueBoxConspiracy/comments/p3b829/do_you_still_believe_after_seeing_this/

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113. AMD & Nvidia MSRP Truth: Margins, Volume, Importing Mining GPU | Silver Knights Aug 10, 2021

Show notes

Tom interviews a GPU Seller & System Integrator from Silver Knights in person! We discuss the truth behind the Nvidia Ampere & AMD RDNA 2 launches, GPU supply, MSRP manipulation, and the state of PC Gaming.

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0:00 Who is Ted? What does a "System Integrator" do?
7:00 Prebuilt Customer Service Challenges
10:25 Why are some Prebuilt PCs such low quality?
21:20 Why does our guest have so many GPUs with him?
27:56 Are used mining cards less reliable than gaming cards?
37:20 Importing Hundreds of Mining Cards from China (True Story)
52:20 The truth about Ampere Reference Cards, RDNA 2 Launch, GPU Supply, and MSRP
1:19:45 The Truth about AMD vs Nvidia Markups, Distributors forcing PSU Sales
1:26:40 Who in the supply chain is making the most money off of rising prices?
1:34:00 Are sub-$600 Midrange Builds Permanently Dead?
1:48:30 Nvidia Lovelace Launch

https://www.linkedin.com/in/theodore-melkoumov-93bb52b1/
https://www.silverknightpcsfayetteville.com/
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://www.mooreslawisdead.com/post/nvidia-s-rtx-3060-flood-in-august

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