Broken Silicon 119: Silicon Shortages, Nvidia ARM Acquisition, Intel v TSMC v Samsung | Daniel Nenni
Added 2021-09-20 10:01:01 +0000 UTCDaniel 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?
3:40 Have there been semiconductor shortages like this before? Will it crash?
10:10 Is the silicon shortage overblown? What caused the silicon shortage?
20:20 When will the shortage end?
27:13 AMD's Rising Competitiveness & Influence
34:30 Will the Nvidia-ARM Deal Go through? What about AMD-Xilinx?
44:40 Will TSMC buy AMD? Why did Nvidia use Samsung for Ampere?
51:45 TSMC vs Samsung vs Intel vs GlobalFoundries over the next 10 Years
58:00 Will Intel obtain "Unquestioned Leadership" by 2025? Will TSMC keep its lead?
1:15:20 How do you predict IPC years before an architecture launches?
1:22:30 Monolithic vs Chiplet Designs, 4nm iPhone
1:30:25 When will we move past Silicon?
1:34:15 What is going on with IBM 2nm?
1:38:30 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
Comments
The push to build these fabs across the world is not just driven by the shortage narrative, its also driven by the need for independence, as chip production is a huge aspect of national security in the modern era.
Vignesh Balasubramaniam
2021-09-21 16:09:31 +0000 UTCDaniel’s comments about COVID and shipping are so true… and it’s getting worse. look at this https://twitter.com/typesfast/status/1440039346657136642?s=21
2021-09-20 20:10:38 +0000 UTCThank you for asking my question Tom! Great episode!
Abheek Gulati
2021-09-20 19:00:55 +0000 UTC
