Discussing Nvidia, AMD, and Russia & China's Silicon Tech with Asianometry - Telegrams for Guests
Added 2022-08-19 17:23:11 +0000 UTCBroken Silicon's next guest will be Jon from Asianometry, a YouTube channel that focuses on Politics, Technology, and Economics - usually with how they relate to the semiconductor industry. Planned discussions include:
- How Intel became so dominant, and began losing dominance...
- How Nvidia became so dominant, and what they need to look out for...
- AMD’s current place in the market
- China & Russia’s current lithography/semi-conductor tech status
- Russia’s semiconductor future after sanctions.
- Potential results of a war between The West and China over Taiwan
Yep - this one will touch on some political subjects just like when Jason Fields joined. I really encourage you guys to look around his channel, and/or take some time to ask specific questions regarding a diverse set of subjects. We'll be happy to accept questions ranging from MLID's usual subjects, to geopolitical events going on right now.
Be respectful, use good grammar, and be concise (no novels!) to be considered. You've got ~48 hours (till noon US Central Time on 8/21) to submit your questions/thoughts below!
https://www.youtube.com/c/Asianometry
Comments
Howdy Tom and Jon, What instruction sets and architectures can and will be built on Russian and Chinese fabs? I've heard mixed information about US government banning X86 and ARM in those countries since China clearly got access to old Zen designs. What companies would design architectures or would it be governments directly? Thanks
TMCPayton
2022-08-21 17:52:35 +0000 UTCHello Tom and Jon, I've been hearing a lot about silicon fab construction and development in the mainstream press recently, but not as much coverage on the development of technologies and architectures that utilize that underlying silicon. Assuming that mainland China develops or acquires fabs that can make advanced silicon nodes, how would they actually utilize that? What companies or entities in mainland China have the capability to develop natively-designed advanced computing devices (CPUs, GPUs, etc.)?
kjm015
2022-08-21 07:34:57 +0000 UTCHi Tom and Jon, What would be the immediate and long term effects of a trade war/block from The West instead of a traditional war with China? this is in the context that a huge majority of components for PCBs and products are still manufactured there, even without counting the need of TSMC's manufacturing. Also, as Intel doesn't depend directly on TSMC and doesn't have factories in Taiwan (AFAIK), would you say that anything that happens in that region would indirectly benefit them? AMD, nVidia and Apple have a direct dependency in TSMC and a short term move to any other foundry is, more or less, impossible.
cepech
2022-08-21 05:03:54 +0000 UTCHowdy Tom and Jon, Like Tom, I studied Mechanical Engineering in college. I took courses in MEMS recently and found it fascinating. What is your intermediate to long outlook for MEMS as a whole? What specific applications do you believe MEMS might explode into soon? Are there any MEMS technological breakthroughs on the horizon you are excited about? Thank you both!
TMCPayton
2022-08-21 01:42:57 +0000 UTCHello Tom and Jon, the recent visit to Taiwan by the US Speaker of the House provoked China to conduct “military exercises” around the island of Taiwan. Were these exercises posturing on the part of China for diplomatic gain or was this a true prelude to military action? Would China risk war over a perceived violation of the One China policy?
PCDog
2022-08-21 00:55:37 +0000 UTCHello, what level of effect do you see fsr playing into amd's next gen initiative. It's primed for something huge, but any plans from amd in particular and do you think it could end up being the reason they took the performance crown so aggressively, since they made upgrading even easier to stave off.
Swiggles
2022-08-20 20:05:05 +0000 UTCHello Tom and Jon! What is your opinion on semiconductor process node naming? Is the industry going to keep using nanometers (and angstroms) for the foreseeable future, is there an alternative that's more representative of a nodes actual properties?
Mars Lazarus
2022-08-20 16:59:40 +0000 UTCIf so, which nations have the most to lose from such a conflict? Which nations would be most likely to join the conflict militarily?
Samantha Vimes
2022-08-20 16:35:33 +0000 UTCWith global tensions rising the possibility of world war seems more realistic by the day. How critical is Taiwan's semiconductor industry to the global economy? If China was to blockade Taiwan do you think the Western nations would be forced into conflict to avoid the economic fallout?
Samantha Vimes
2022-08-20 16:26:26 +0000 UTCHowdy, Tom and Jon! Interested to hear your thoughts on the state of the Chinese semiconductor industry. In your opinion, how much of what China is doing right now is based on original design, and engineering and how much is stolen/reverse engineered/etc from TSMC and others? Is this still as big of a factor as some make it out to be?
Samantha Vimes
2022-08-20 16:21:19 +0000 UTCHey Tom and Jon! Big fan of your silicon politics content Jon! In recent news we've seen China and Russia doing joint military training. With Russia seemingly struggling to equip their military with modern tech, how important is china's semiconductor industry to these nations military capabilities? Do you see any scenario where China would open fabs in Russia or do a technology transfer to Russia to help them produce chips domestically? Many Thanks!
Samantha Vimes
2022-08-20 16:16:11 +0000 UTC
