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Broken Silicon 167: Russia’s Tech Sector, War over TSMC, Intel Fabs, RDNA 4 vs Nvidia | Asianometry

Asianometry joins to discuss Taiwan, the future of Russia’s Tech Sector, and Intel / AMD / Nvidia.


0:00 Who is Jon of Asianometry?

3:30 Asianometry (and Tom’s) Original Videos

6:48 Biggest Misconceptions about Taiwan

11:50 Why TSMC can't "just move" somewhere else...

17:30 When will TSMC focus on making trailing nodes cheaper?

22:41 What is Russia’s best node? How far behind is the Russia's Semi Industry

32:03 Will China save Russia’s Tech Sector?

45:04 Is China serious about taking Taiwan? Is the USA serious about defending it

54:48 What type of conflict is possible over TSMC? Who would feel the most pain?

1:13:19 What is China’s “Redline” over Taiwan? Would Intel benefit?

1:21:36 Intel in 2022 – Where do they stand? Where will they go?

1:28:08 AMD in 2022 – What do they need to focus on moving forward?

1:33:00 NVIDIA’s Future – Will RDNA 4 be a major problem for them?

1:41:25 Angstroms, 3D Stacking, TSMC 3nm

1:50:34 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

Broken Silicon 167: Russia’s Tech Sector, War over TSMC, Intel Fabs, RDNA 4 vs Nvidia | Asianometry

Comments

to comment on the end of the video there, I'm sure you getting more views, subs and patreon money has nothing to do with you living in reality land vs the unnamed other channel thinking gpu's get 2.7-3x faster in a single generation. or that his content these recent months is mostly just him regurgitating kopite7kimi and VideoCardz posts online.

Endzs

Thanks for bringing back the download link. Now can you figure out how to make the file name the episode number? They're usually 1.mp3. Anyway, thanks for the content Tom.

Stu


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