Broken Silicon

Latest Episodes:

72. AMD RX 6900XT & 6800XT, Nvidia RTX 3070, Intel Graphics 2021 | The Second Wave Oct 29, 2020

Show notes

AMD Big Navi has been announced, the RTX 3070 is out, & Intel GPU rumors are beginning to trickle in! We are officially out of the lull – the second wave of gaming hardware news is here!

[SPONSOR: 10% off & help MLID w/ code “BROKENSILICON”: https://ridgewallet.com/BROKENSILICON]

[SPONSOR: https://www.cdkoffers.com/]
25% software discount code: brokensilicon
3% discount code for everything: dieshrink
Win10 pro oem key 13$: https://bit.ly/2Wdfghh
Win10 Home oem key 11$: https://bit.ly/3dsbSFi
Win10 pro oem key FOR 2PC 20$: https://bit.ly/36DFHAB
Office 2019 key 29$: https://bit.ly/2WdfBAz
Win10 pro oem+Office 2019 41$: https://bit.ly/3ea83Vo

0:00 Intro Banter – Would we beat Shia LaBeouf in a fight?
4:00 Corrections & Omissions
10:20 Will RX 5700XT see price drops soon?
13:00 RX 6900XT, 6800XT, 6800 Performance Discussion
21:20 Is RDNA 2 a complete slam dunk on Nvidia?
30:35 Why was MLID’s leak so accurate this time? What about RDNA 3?
33:15 AMD vs Big Navi Scalpers, Nvidia’s Problems, 6900XT vs 6800XT
41:48 RTX 3070 Reviews, Ampere Ray Tracing, 3070 Ti & 3080 Ti on the Horizon
52:18 Mining Turing & RDNA 1 Cards, a new Crypto Boom
58:10 Xe DG2 Leak – Intel’s 2021 Desktop gaming Cards
1:01:00 R7 5800X beats the 10900K, Rocket Lake Announced
1:09:40 Should R5 3600 owners upgrade to Zen 3? Any Milan Threadripper Rumors?
1:15:00 192GB of HBM Possible in 2023
1:18:00 PlayStation 5 & XBOX Series X Discussion
1:29:45 What happened to Internet of Things (IoT) devices? Imagination GPUs…
1:39:00 Is LCD Tech holding back photorealism?

Cannibal Shia LaBeouf: https://youtu.be/o0u4M6vppCI
https://youtu.be/AuJfP_GPiOs
https://www.tomshardware.com/news/amd-rx-6000-rdna-2-big-navi-gpus-revealed
https://youtu.be/oHpgu-cTjyM
https://twitter.com/mooreslawisdead/status/1318599153715433477
https://www.techspot.com/review/2124-geforce-rtx-3070/
https://www.techpowerup.com/review/nvidia-geforce-rtx-3070-founders-edition/35.html
https://youtu.be/3XaOeLPztN4
https://twitter.com/kopite7kimi/status/1320998162744578048
https://twitter.com/kopite7kimi/status/1320702114977304577
https://videocardz.com/newz/nvidia-preparing-geforce-rtx-3080-ti-with-9984-cuda-cores
https://youtu.be/VWAzm-DUcM4
https://wccftech.com/xfx-allegedly-selling-almost-all-amd-radeon-rx-5000-series-gpus-to-mining-farms/
https://www.pcgamer.com/msi-registers-a-bunch-of-last-gen-turing-cards-for-cryptocurrency-mining/
https://www.techpowerup.com/273661/amd-seemingly-working-on-cryptocurrency-focused-navi-10-gpu
https://www.techspot.com/news/87225-paypal-soon-users-buy-sell-hold-cryptocurrency.html
https://youtu.be/vUC6iMDlfMY
https://wccftech.com/amd-ryzen-7-5800x-8-core-zen-3-cpu-faster-than-intel-core-i9-10900k-single-core-benchmarks/
https://wccftech.com/intel-rocket-lake-details-officially-revealed-based-on-cypress-cove-cores-backported-from-ice-lake/
https://youtu.be/5K2TPnxknKo
https://twitter.com/TUM_APISAK/status/1320922391950708736
https://www.techpowerup.com/273798/tsmc-to-enter-mass-production-of-6th-generation-cowos-packaging-in-2023-up-to-12-hbm-stacks
https://www.reuters.com/article/us-sony-playstation-5/sony-seeing-very-considerable-ps5-demand-ahead-of-launch-idUSKBN27C2P5?il=0
https://wccftech.com/ps5-1440p-resolution-support-might-be-in-according-to-benq/

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71. AMD & Intel’s Laptop Revolution: Renoir, Ultrabooks, Thermal Design | OEM Product Manager Oct 21, 2020

Show notes

A product manager at a MAJOR Laptop OEM joins Tom to discuss the past 15 years of Laptop Innovation…and where we will go in the next 5 years. The Ultrabook Revolution, Ryzen 4000, Zen 3, Ampere Mobile, Tiger Lake, and the trade-offs in laptop design are all discussed.

0:11 Who is our guest? What is a Laptop Product Manager?
6:11 How COVID-19 affected IT Businesses
9:11 Do businesses find Desktops useful anymore? Docked Laptops?
17:59 When did laptops stop being so awful?
26:33 Was the “Ultrabook” movement important, or just buzzwords?
31:13 Trade-Offs in Laptop Design: Batteries, cost, weight, perf, etc
37:53 “Gaming Ultrabooks,” or “Creator Laptops.” Is this a threat to AMD’s APU initiatives?
43:41 Can we have more USB ports? Where are the 1440p laptops?
58:10 Did AMD Renoir surprise OEMs? Intel's advantages over AMD?
1:10:10 Why do OEMs use cheap thermal paste?
1:16:45 How will laptops innovate over the next 3-5 years?
1:33:05 What type of laptop do we recommend? External GPUs?
1:41:00 Will windows continue to dominate OEM laptops?
1:44:05 OLED Screens in laptops

Putting Renoir Performance in perspective: https://www.techspot.com/review/2018-amd-ryzen-4800h/
The Laptop Tom will evaluated (not recommended YET): https://store.hp.com/us/en/pdp/hp-envy-laptop-15-ep0098nr
Mini LED doesn’t sound cheap: https://videocardz.com/newz/asus-unveils-pg32uqx-4k-144hz-mini-led-hdmi-2-1-gaming-monitor

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70. Big Navi Reveal, Nvidia's Answer to RDNA2, Zen 3 Slays Intel| AMD’s Giants Emerge Oct 14, 2020

Show notes

AMD revealed its market dominating products: Zen 3 & RDNA2! We discuss these products, Nvidia Ampere, Alder Lake, Rocket Lake, & PS5. [SPONSOR: 10% off & help MLID w/ code “BROKENSILICON”: https://ridgewallet.com/BROKENSILICON]

0:00 Intro Banter – Favorite Memes?
12:30 AMD Reveals Zen 3 on October 8th – Start of Discussion
18:38 R7 5700X….or 5700G?
26:08 Comparing Zen 3 Pricing to Zen 1…Final Words on Pricing
36:46 Big Navi Reveal – Will AMD beat the RTX 3080?
51:37 AMD Infinity Cache – RDNA 2 could be “AMD’s Maxwell Moment”
1:02:35 AMD In Talks to Buy Xilinx
1:05:54 Intel Alder Lake & Sapphire Rapids Updates
1:15:00 Rocket Lake Expectations
1:21:45 Nvidia Quadro A6000 has double the Tensor Cores of 3090
1:28:10 Nvidia Ampere Availability, Updates to the “Ultimate Play”
1:39:35 RTX 3070 Performance, 16GB models
1:49:10 Nvidia RTX 4000 Series possibly being rushed out on TSMC
1:57:35 IBM Breaking Up
2:00:10 PlayStation 5 finally gets a Teardown
2:06:10 PS5 Storage Size
2:15:10 Scalpers & Shortages in the DIY Market

https://www.amd.com/en/events/gaming-2020
https://videocardz.com/newz/amd-ryzen-5000-zen3-support-rolling-out-to-amd-500-series-motherboards
https://youtu.be/SE5eYTIwoT0
https://www.pcworld.com/article/3585090/amd-radeon-rx-6000-big-navi-performance-tease-rtx-3080.html
https://www.tomshardware.com/news/amd-rx-6000-series-gpus-to-support-the-av1-codec
https://adoredtv.com/amd-previews-radeon-rx-6000-series-gaming-performance-with-new-ryzen-5900x-cpu/
https://trademarks.justia.com/902/22/amd-infinity-90222772.html
https://youtu.be/IJHnaxZdeEk
https://wccftech.com/amd-files-new-project-quantum-patent-coming-back-from-the-dead/
https://www.wsj.com/articles/amd-is-in-advanced-talks-to-buy-xilinx-11602205553?mod=searchresults&page=1&pos=2
https://www.techpowerup.com/273143/amd-to-enter-the-fpga-market-in-advanced-talks-to-acquire-xilinx
https://youtu.be/pFIIUX1RWfg
https://videocardz.com/newz/intel-alder-lake-s-cpu-with-16-cores-and-32-threads-leaks-on-sisoftware-benchmark-website
https://www.notebookcheck.net/Intel-Tiger-Lake-H-Alder-Lake-P-and-Alder-Lake-S-detailed-Alder-Lake-to-offer-up-to-8C-16T-configs-with-Xe-LP-DDR5-4400-RAM-Wi-Fi-6E-and-PCIe-Gen5-support.496197.0.html?utm_source=dlvr.it&utm_medium=twitter
https://twitter.com/davideneco25320/status/1315332115530121218
https://wccftech.com/nvidia-intros-quadro-rtx-a6000-rtx-a40-ampere-powered-workstation-cards-48-gb-memory/
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://www.tomshardware.com/news/nvidia-ceo-geforce-rtx-3080-and-3090-shortages-to-last-until-2021
https://twitter.com/Avery78/status/1312805847475474434
https://twitter.com/mooreslawisdead/status/1312822947493670912
https://www.nvidia.com/en-us/geforce/forums/geforce-graphics-cards/5/402196/nvidia-store-update-geforce-rtx-3080-and-rtx-3090-/
https://videocardz.com/newz/nvidia-shares-official-geforce-rtx-3070-performance-figures
https://www.techpowerup.com/gpu-specs/geforce-rtx-3070.c3674
https://videocardz.com/newz/nvidia-geforce-rtx-3080-20gb-to-launch-in-december
https://twitter.com/chiakokhua/status/1257685298118451200
https://www.reuters.com/article/ibm-divestiture/ibm-to-break-up-109-year-old-company-to-focus-on-cloud-growth-idUSKBN26T1V1
https://youtu.be/CaAY-jAjm0w
https://videocardz.com/newz/sony-publishes-playstation-5-teardown-video
https://twistedvoxel.com/xbox-series-x-retail-console-unboxed/

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69. AMD Market Share 2021, Nvidia’s Lead, Intel’s Future | Semiconductor Analyst Chris Rolland Oct 07, 2020

Show notes

Did wall street see AMD’s comeback coming? Do investment firms perceive the Ampere launch as more successful than Turing? How do investors see Intel’s future? Chris Rolland, Semiconductor Analyst at Susquehanna International Group, joins Tom to discuss.

0:00 Who is our guest? What does a Sell Side Analyst do?
7:26 Remembering when AMD almost went out of business.
11:00 Nvidia’s Mining Boom (Fortnite boom lol)
15:30 Zen 1 – were Financial Analysts Impressed?
20:33 Intel’s 10nm “Faceplant” & failure to take AMD Seriously
30:11 AMD October 8th (Zen 3) Presentation Expectations
39:40 RDNA 2 Expectations, Thoughts on Turing & Ampere
46:50 AMD’s ability to take Market Share
54:40 How does Wallstreet view Ampere’s Launch?
59:50 The Nvidia ARM Deal
1:05:08 Intel’s Mountain of Cash – how much does it matter?
1:11:05 RISC-V
1:12:47 Is TESLA overvalued?

Chris: https://www.linkedin.com/in/christopher-rolland-6412a179/
https://www.google.com/search?q=amd+stock+price+over+time&rlz=1C1CHBF_enUS857US857&oq=amd+stock+price+over+time&aqs=chrome.0.0l2.3952j1j7&sourceid=chrome&ie=UTF-8
https://www.anandtech.com/show/14407/amd-ryzen-3000-announced-five-cpus-12-cores-for-499-up-to-46-ghz-pcie-40-coming-77
https://www.techradar.com/uk/news/amd-announced-the-ryzen-9-3950x-a-16-core-mainstream-processor
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://twitter.com/mooreslawisdead/status/1312822947493670912
https://twitter.com/Avery78/status/1312805847475474434

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68. AMD RDNA 2, R9 5900X 5GHz, Nvidia Problems, Intel Tiger Lake | Eye of the Storm Sep 29, 2020

Show notes

Nvidia Ampere & Intel Tiger Lake are officially out, but next month should prove even crazier! RDNA 2, Zen 3, PS5, & XBOX Series X are right around the corner… This week feels like a temporary calm before an even bigger storm of gaming hardware news bombards us.

[SPONSOR: https://www.cdkoffers.com/]
25% software discount code: brokensilicon
3% discount code for everything: dieshrink
Win10 pro oem key 13$: https://bit.ly/2Wdfghh
Win10 Home oem key 11$: https://bit.ly/3dsbSFi
Win10 pro oem key FOR 2PC 20$: https://bit.ly/36DFHAB
Win10 pro oem+Office 2019 41$: https://bit.ly/3ea83Vo

0:00 Intro Banter
6:56 RDNA 2 Update & Hints
12:05 Zen 3 Update
21:01 Will Nvidia launch a Titan? Possible responses if RDNA2's great?
27:07 RTX 3090 Review Discussion & Quadro Ampere Leak
33:40 What went wrong with Ampere?
46:29 RTX 3080 Black Screens & Hardware Issues
58:21 RTX 3070 16GB, 3080 20GB, 3060 8GB
1:04:30 Nvidia SLI Cancelled
1:08:40 TSMC 5nm Wafer Costs, 3nm in 2023: Can Samsung keep up?
1:20:35 Intel Tiger Lake Reviews & Discussion
1:33:20 PS5 Oodle loads textures @17.38GB/s, compresses game sizes
1:40:10 AMD’s DLSS, Console storage sizes [Final Reader Mail]
1:50:25 RDNA 2 Availability, RDNA 3 Talk

https://wccftech.com/amd-ryzen-9-5900x-vermeer-12-core-24-thread-cpu-allegedly-up-to-5-ghz-150w-tdp/
https://wccftech.com/amd-ryzen-7-5800x-vermeer-8-core-16-thread-zen-3-cpu-benchmark-leaks-out/
https://www.youtube.com/watch?v=EvU_thLGEoM&feature=youtu.be&ab_channel=Moore%27sLawIsDead
https://www.youtube.com/watch?v=oTeXh9x0sUc&feature=youtu.be&ab_channel=GamersNexus
https://www.techspot.com/review/2105-geforce-rtx-3090/
https://youtu.be/Cf6g9U44NLU
https://www.igorslab.de/en/simple-pad-mod-for-the-force-rtx-3080-founders-edition-slowers-the-gddr6x-temperature-by-a-whopping-8-degrees/
https://twitter.com/BradChacos/status/1310685745133350912
https://videocardz.com/newz/geforce-rtx-3080-sees-increasing-reports-of-crashes-in-games
https://videocardz.com/newz/msi-quietly-changes-geforce-rtx-3080-gaming-x-trio-design-amid-stability-concerns
https://videocardz.com/newz/nvidia-geforce-rtx-3080-owners-report-fewer-crashes-after-updating-drivers
https://www.techpowerup.com/272676/nvidia-aib-partners-clarify-rtx-3080-3090-crash-to-desktop-issues-capacitor-choices
https://www.techpowerup.com/272685/nvidia-releases-game-ready-456-55-whql-driver-with-improved-stability-of-rtx-3000-series-cards-support-for-star-wars-squadrons
https://twitter.com/VideoCardz/status/1310652510324035586
https://twitter.com/hms1193/status/1310613063742164996
https://videocardz.com/newz/gigabyte-confirms-geforce-rtx-3060-8gb-rtx-3070-16gb-and-rtx-3080-20gb
https://www.techpowerup.com/272378/nvidia-will-stop-creating-sli-driver-profiles-after-january-2021
https://www.nvidia.com/en-us/geforce/forums/game-ready-drivers/13/240783/sooo-will-gears-ever-get-sli-support/
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://www.techspot.com/news/86813-analysts-believe-single-tsmc-5nm-wafer-costs-17000.html
https://twitter.com/chiakokhua/status/1306437988801486848
https://www.techpowerup.com/272670/tsmc-ramps-up-3-nm-node-production
https://www.hardwaretimes.com/intel-reportedly-cancels-rocket-lake-u-8-core-tiger-lake-u-ddr5-alder-lake-p-in-pipeline/
https://twitter.com/mooreslawisdead/status/1309631197639835653
https://www.anandtech.com/show/16084/intel-tiger-lake-review-deep-dive-core-11th-gen/14
https://www.notebookcheck.net/PlayStation-5-I-O-unit-gets-seriously-souped-up-to-a-potential-17-38-GB-s-bandwidth-thanks-to-potent-combination-of-Oodle-Kraken-and-Oodle-Texture.496015.0.html
https://wccftech.com/ps5-io-system-to-be-supercharged-by-oodle-texture-bandwidth-goes-up-to-17-38gb-s/
https://cbloomrants.blogspot.com/2020/09/how-oodle-kraken-and-oodle-texture.html?m=1
https://www.tweaktown.com/news/75401/xbox-series-os-takes-up-131gb-of-ssd-space-or-14-storage-memory/index.html?utm_source=dlvr.it&utm_medium=twitter&utm_campaign=tweaktown

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67. AMD Zen 3 Milan, RDNA2 vs Ampere, Nvidia buying ARM | Level1techs Wendell Sep 22, 2020

Show notes

Wendell from Level1Techs joins Tom to discuss the latest in Silicon. Nvidia buying ARM, AMD Zen 3, Ampere, RDNA 2, & XBOX.[SPONSOR: https://www.cdkoffers.com/]
25% software discount code: brokensilicon
3% discount code for everything: dieshrink
Win10 pro oem key 13$: https://bit.ly/2Wdfghh
Win10 Home oem key 11$: https://bit.ly/3dsbSFi
Win10 pro oem key FOR 2PC 20$: https://bit.ly/36DFHAB
Office 2019 key 29$: https://bit.ly/2WdfBAz
Win10 pro oem+Office 2019 41$: https://bit.ly/3ea83Vo

0:00 Intro Banter (Linux People)
4:30 What did Wendell expect from Zen 1 in 2016?
13:10 Zen 3 and Intel’s Situation
17:08 Threadripper Milan, Intel’s Latency Advantage
30:11 Zen 2 Rome’s weaknesses
35:11 Monolithic AMD vs big.LITTLE Intel, Lucienne APU Info
47:22 Small Form Factor & APU future, Edge Computing
1:00:14 Ampere Availability & Price Manipulation, is FE > AIB?
1:11:48 Nvidia Ampere Performance, The future of Ray Tracing
1:24:20 RDNA 2 Info, Should anyone wait for Hopper/RDNA3?
1:37:35 Console Availability, Microsoft buying Bethesda
1:43:40 Nvidia buying ARM Discussion
1:57:40 Desktop ARM, RISC-V Adoption, Apple Silicon, IBM Power10

Level1Techs YouTube Channel: https://www.youtube.com/channel/UC4w1YQAJMWOz4qtxinq55LQ
Level1Techs Forum: https://forum.level1techs.com/
https://videocardz.com/newz/nvidia-geforce-rtx-3090-gaming-performance-review-leaks-out
MLID confirming 256-bit: https://youtu.be/EvU_thLGEoM
MLID confirming 10752 Cuda Core 48GB GA102: https://youtu.be/bx8RwwPNHKM
https://wccftech.com/amd-radeon-rx-6000-series-navi-21-16-gb-navi-22-12-gb-gpu-vram/
https://www.forbes.com/sites/johnarcher/2020/09/20/lg-oled-tvs-having-issues-with-latest-nvidia-rtx-30-graphics-cards/#30c4b41d267a
https://www.notebookcheck.net/PS5-and-Xbox-Series-X-next-gen-consoles-could-face-shortages-until-mid-2021.494964.0.html
https://www.cnet.com/news/xbox-expansion-microsoft-buys-fallout-maker-bethesdas-parent-company-for-7-5b/
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
5GHz Zen 2 scaling discussion with Hardware Numb3rs: https://youtu.be/vm3VvEYyPrw

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66. Nvidia RTX 3080 Reviews, PS5 Price & Launch, AMD RDNA 2 | The Storm is Here Sep 17, 2020

Show notes

The Gaming Hardware Seasons is officially here! We discuss Nvidia RTX 3080 reviews, buying ARM, Big Navi, PlayStation 5, and XBOX Series S.
[SPONSOR: https://www.cdkoffers.com/]
25% software discount code: brokensilicon
3% discount code for everything: dieshrink
Win10 pro oem key 13$: https://bit.ly/2Wdfghh
Win10 Home oem key 11$: https://bit.ly/3dsbSFi
Win10 pro oem key FOR 2PC 20$: https://bit.ly/36DFHAB
Office 2019 key 29$: https://bit.ly/2WdfBAz
Win10 pro oem+Office 2019 41$: https://bit.ly/3ea83Vo

0:00 Nvidia Buying Arm & Intro Banter
9:00 Important Questions
11:23 Corrections & Omissions
19:16 Start of Ampere Discussion
22:48 Nvidia Ampere Reviews & Thoughts
40:06 Clarifying our thoughts on Power Usage & Performance Gains
45:31 Ampere Mining Performance
47:56 Titan 48GB & Quadro 6000
57:41 Nvidia Pricing Manipulation
1:04:46 AMD Big Navi Coolers, Software, and Specs
1:19:04 CDNA 2 & MI200 Early Info
1:25:17 PlayStation 5 Pricing & Release Date Reveal
1:39:36 PlayStation 5 50% yields?!
1:42:00 XBOX Series S Performance & SSD
1:54:07 Intel 8-Core Tiger Lake
1:55:39 Final Reader Mail

Gamers Nexus 3080 is “Only 25% in 4K”:
https://youtu.be/oTeXh9x0sUc?t=1747

https://www.techspot.com/review/2099-geforce-rtx-3080/
https://youtu.be/oTeXh9x0sUc
https://www.gamersnexus.net/hwreviews/3618-nvidia-rtx-3080-founders-edition-review-benchmarks
https://www.tweaktown.com/reviews/9582/nvidia-geforce-rtx-3080-founders-edition-the-superman-of-gpus/index.html#Benchmarks-1080p
https://videocardz.com/newz/nvidia-geforce-rtx-3080-ethereum-daggerhashimoto-mining-performance
https://youtu.be/EvU_thLGEoM
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://youtu.be/BR70xbcwB6U
https://twitter.com/mooreslawisdead/status/1303136104019898368
https://www.pushsquare.com/news/2020/09/final_fantasy_xvi_announced_ps5_console_exclusive_gameplay_trailer
https://www.pushsquare.com/news/2020/09/sony_confirms_ps5_games_will_cost_more
https://www.bloomberg.com/news/articles/2020-09-15/sony-is-said-to-cut-ps5-forecast-by-4-million-due-to-chip-woes
https://www.gamespot.com/amp-articles/ps5-sony-denies-launch-supply-of-consoles-has-been-reduced/1100-6482165/
https://www.gamesindustry.biz/articles/2020-09-15-sony-reportedly-cuts-ps5-production-by-4m-units
https://www.tomshardware.com/news/xbox-series-x-specs-price-features
https://www.theverge.com/2020/9/9/21428764/xbox-game-pass-ea-play-subscription
https://videocardz.com/newz/intel-confirms-tiger-lake-h-processors-with-8-cores

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65. XBOX Series S & PlayStation 5 Strategy Talk with Innocenceii Sep 09, 2020

Show notes

Game Pass vs Exclusives. New features vs Big Numbers. Green vs Blue. Tom & J.R. discuss the differing strategies from Microsoft and Sony’s next gen consoles. How can the PlayStation 5 make it’s proven model succeed again? How can XBOX Series X make it’s new business model endure?

0:00 J.R.’s Background
5:20 Console vs PC Gaming Tech Writers
18:10 Do Specs win console wars?
23:30 Why did the SEGA Dreamcast fail – Was it ahead of its time?
29:01 Learning the wrong lessons from PS3 & XBOX One
37:36 Overcorrecting for Fanboys
43:11 Tunnel Vision can cause good ideas to become bad ideas…
46:13 XBOX vs Sony’s strategy. Exclusives vs Game Pass.
56:14 How Sony could screw up with what used to be good decisions
1:09:10 RTX 3070 & Ampere vs Consoles
1:20:00 TFLOPs vs Gaming Performance
1:34:50 SSD Prices
1:39:33 How much does the PS5 5 cost to make? Cost to buy?
1:45:20 Comparing Sony to Intel & Nvidia
1:57:45 Final Reader Mail

J.R.’s Channel: https://www.youtube.com/channel/UCDMF4SaMIIfltWQcLTrYMrw

https://youtu.be/KHLfCFMKxPg
https://www.gamesradar.com/no-ps5-related-news-this-week-sony-pours-cold-water-on-state-of-play-rumours/
https://www.theverge.com/2020/9/7/21426800/xbox-series-s-price-design-photo-leak-lockhart
https://twitter.com/Xbox/status/1303230071033880576
https://www.thesixthaxis.com/2020/09/08/ps5-pre-order-price-release-date-game-playstation-5/
https://www.pushsquare.com/news/2020/09/poll_how_much_are_you_willing_to_pay_for_ps5
https://wccftech.com/xbox-series-x-1tb-ssd-expansion-to-cost-220-rumour/

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64. Nvidia RTX 3080 Core Count, AMD RDNA 2, Intel Tiger Lake | Ampere Graphics Odyssey Sep 03, 2020

Show notes

Nvidia just unveiled their RTX 3090, 3080, & 3070 flagship Graphics Cards this week. We discuss CUDA Core counts & reliability, & also how they will stack up against RDNA 2, PS5, & XBOX. We also dig into the Intel Tiger Lake reveal.

0:00 Intro Banter, Dan got a New Laptop!
11:30 Corrections & omissions
17:35 Intel Tiger Lake Reveal
25:19 Nvidia MX450 PCIE 4.0
32:10 Will the next 2 years of GPUs be as exciting as 2020’s releases?
35:40 Which card should 4-core owners buy? PCIE 4.0 w/ Ampere.
42:49 RTX 3000 Ampere Reveal (Beginning of discussion)
58:00 Has Ampere changed my opinion on the consoles or RDNA 2?
1:01:05 Is the Ampere CUDA Count real? Is Ampere really on 8nm?
1:14:54 Ampere Reliability concerns…
1:17:10 SUPER Cards, 3070 16GB, RTX Titan 48GB
1:24:20 AMD RDNA 2 Questions
1:31:45 TSMC 2nm and Nvidia’s future with Samsung…
1:38:14 RX 5300 launch
1:42:01 PS5 Release Date…Will PS5 ship before we even know price?!
1:51:45 XBOX Series S confirmed, Is R&D part of the consoles cost?
2:00:20 SSD’s are already required in upcoming 2020 Games…
2:06:09 Nintendo Switch 2 & The Future of Wireless Charging
2:13:10 Does Nvidia intentionally nerf their cards with driver updates?
2:15:35 Does RDNA 2 need more CUs? Does Ampere need VRAM?
2:23:30 Opening actual Reader Mail! (Final Absolution from MI)

https://www.anandtech.com/show/16063/intel-launches-11th-gen-core-tiger-lake-processors-and-evo-branding
https://www.notebookcheck.net/All-core-4-3-GHz-at-28-W-Intel-announces-the-11th-gen-Tiger-Lake-lineup-for-laptops-Full-specs-SKUs-and-preliminary-performance-comparison.490934.0.html
https://www.pcworld.com/article/3572593/nvidia-quietly-launches-the-geforce-mx450-with-pcie-4-support-for-laptops.html
https://www.nvidia.com/en-us/geforce/graphics-cards/30-series/?nvid=nv-int-gfhm-10484
https://www.nvidia.com/en-us/geforce/news/rtx-io-gpu-accelerated-storage-technology/
https://youtu.be/odvUvAae4hg
https://youtu.be/cWD01yUQdVA
https://www.reddit.com/r/nvidia/comments/iko4u7/geforce_rtx_30series_community_qa_submit_your/g3qkzva/?utm_source=share&utm_medium=web2x&context=3
https://videocardz.com/newz/lenovo-also-lists-nvidia-geforce-rtx-3070-super
https://wccftech.com/tsmc-2nm-orders-secured-samsung-in-trouble/
https://videocardz.com/newz/amd-quietly-launches-radeon-rx-5300-graphics-cards
https://www.theverge.com/2020/8/26/21403245/sony-playstation-5-preorders-invite-only-registration-dualsense-accessories
https://wccftech.com/playstation-5-seemingly-delayed-rest-of-the-world/
https://www.gamesradar.com/report-suggests-ps5-will-launch-november-13/
https://www.techspot.com/news/86607-microsoft-indirectly-confirms-xbox-series-s-again.html
https://www.pcgamer.com/world-of-warcraft-pc-system-requirements/
https://www.tomshardware.com/news/powercasts-switch-wireless-charging
https://www.tweaktown.com/news/53536/low-cost-hbm-way-hit-mass-market-soon/amp.html

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63. Nvidia GA102, Intel’s Future, Fabless AMD, TSMC | SemiWiki Founder Daniel Nenni Aug 27, 2020

Show notes

The founder of SemiWiki.com joins Tom to discuss everything Silicon. Will Intel go fabless? Can Nvidia use multiple nodes for Ampere? Can anyone challenge TSMC? What's after 3nm?
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0:00 Silicon Valley in the 1980’s
8:00 “Real Men have Fabs!”
11:11 Fabs Overseas
16:20 Comparing “Big Silicon” to “Big Pharma”
28:50 The advantageous of going fabless
44:20 The long 28nm Era, Nvidia’s Blame Game, The rise of TSMC
57:11 Could Nvidia Ampere GA102 be on both Samsung & TSMC?
1:16:24 AMD’s decision to go fabless, and will Intel follow?
1:24:10 The future of Global Foundries & TSMC
1:40:00 US-China Tradewar, and its affect on TSMC
1:55:00 How bad is it inside Intel?, 3nm & Beyond
2:07:00 Graphene and After Silicon
2:14:00 Will Nvidia Buy ARM, RISC-V

https://semiwiki.com/
https://www.intc.com/investor-relations/events-and-presentations/events-calendar/default.aspx
https://www.linkedin.com/pulse/free-copy-fabless-transformation-semiconductor-industry-daniel-nenni-1/
https://fortune.com/2020/08/10/us-china-trade-war-semiconductors-chips-tsmc-chipmakers/
https://www.amazon.com/gp/product/1497525047?pf_rd_r=RBRSYACRNX0FH74YC2E1&pf_rd_p=edaba0ee-c2fe-4124-9f5d-b31d6b1bfbee

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