Broken Silicon 257 (Video): Nvidia buying Intel, RTX 5000 Pricing, AMD Zen 5 Strix, TSMC 2nm | Daniel Nenni
Added 2024-05-14 00:54:10 +0000 UTCThe founder of SemiWiki.com joins to discus the future of Nvidia, Intel, AMD, and TSMC!
0:00 Daniel Nenni Introduction, Semiconductor News is Mainstream
5:23 Why did Nvidia move Blackwell to 4nm? Is AMD skipping 3nm?
13:06 Intel Arrow Lake on TSMC 3nm - A mistake?
27:33 Intel’s Financial Situation – Can they Survive Zen 5?
42:11 Could Nvidia buy Intel? Will AMD start acting like Nvidia?
55:17 Would Nvidia ever leave GPU for more AI profits?
1:15:04 Will AMD start using SAMSUNG? Nvidia behind in chiplet tech?
1:27:35 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://twitter.com/mooreslawisdead/status/1790083359084777861
https://www.digitimes.com/news/a20240425VL204/tsmc-2nm-ai-cowos-soic-sow.html
https://pr.tsmc.com/english/news/3136
Comments
"AI" has become the new buzzword. Will it replace "Quantum" ?
Frank Tippin
2024-05-15 04:13:37 +0000 UTCAI IS a bubble! Been saying this since 2022 and I think we are going to see that come to fruition by 2025. Nvidia is FAR overvalued and I think that Intel is quite a bit undervalued right now. The stock market can NEVER be taken as a sign of great company health. If the market actually functioned like a REAL market in the REAL world, the chips would be shifted on a lot of industries and ACTUALLY reflect true value versus getting bid up on a bubble. Nvidia is going to face the backlash when this comes apart. When they try to go back to the basics and find many people are giving them the finger, that is going to hurt. If Nvidia's CEO is now overconfident and resting on his laurels, they are clearly not prepared for what is next. American business history is littered with companies that got FAR TOO GREEDY and paid the price when the market shifted out from under them. Nvidia would do well to take this under advisement. Also, Intel is probably going to be okay. They already knew that a couple hard years would be upon them. AMD is keeping Hyperthreading for now, but I am so very interested to see how "Rentable Units" changes how HT is done. It is so damn interesting to me and this could be just one factor that helps them get back to being a more healthy company. I don't think they will fail and I do understand the concerns. However, they might possibly be the most underrated stock of all time (TODAY) if they can pull this ship all the way back around. It is worth watching!
M.T.
2024-05-14 23:55:36 +0000 UTC
