Broken Silicon 114: RX 6600 XT Reviews, Nvidia & AMD Income, Intel on TSMC 3nm | No Profit Shortage
Added 2021-08-16 19:16:01 +0000 UTCThere are no shortages of AMD, Nvidia, Intel, PlayStation, or Nintendo Gaming Hardware News this week....nor are there shortages of profits for these companies...
0:00 Hot Chips 2021 vs 2019, AMD GPU Mindshare (Intro Banter)
9:34 Ti-83 as a Gaming Handheld, Nintendo Hardware Design & Profits (Corrections)
20:04 RX 6600 XT Reviews – Reviewers Cry, Gamers Buy
30:21 Navi 23 can sustainably be sold for under $379, but the RTX 3060 12GB can’t
39:59 Why can Nvidia outproduce RADEON so much? How could AMD ever win?
50:48 AMD & Nvidia Report Massive Profits, The PS5 is NOT sold at a loss – Gamer Demand
58:12 Should Nvidia Lovelace use HBM? Is the RX 6600 XT a good Mining Card?
1:04:58 RX 570 Dual Polaris Mining GPU Released by SAPPHIRE - RX 490 was 100% Real!
1:18:06 Nvidia is preventing some developers from adding FSR
1:22:00 Intel Buying TSMC 3nm Capacity – Partially true, but Apple has more money Intel…
1:31:42 Nova Lake info & Intel Rumors, ARM Deal in Jeopardy, Navi 31 (Start of the Wrap up)
1:41:02 A2000 70w GA106, Alder Lake DDR4, AMD adds GPU Purchasing Queue
1:48:40 New Nintendo Controller, PlayStation 5 Pro Expectations (Start of Final Reader Mail)
2:01:00 Nvidia Orin in TVs, RDNA with Vcache, Blue Box Conspiracy Update
https://twitter.com/mooreslawisdead/status/1426088615885606912
https://www.techspot.com/review/2305-amd-radeon-rx-6600-xt/
https://www.tomshardware.com/news/amd-reports-record-financial-results-for-q2-2021
MLID RX 490 Leak: https://youtu.be/6HqrZW9lCQI
https://wccftech.com/amd-lists-rx-490-dual-gpu/
https://twitter.com/9550pro/status/1426038690405523458
https://wccftech.com/sapphire-radeon-rx-570-duo-dual-amd-polaris-mining-graphics-card-pictured/
https://bbs.saraba1st.com/2b/thread-2020538-1-1.html
https://www.amd.com/en/products/professional-graphics/radeon-pro-duo-polaris
https://in.ign.com/ps5/163088/news/arcadegeddon-first-ps5-game-to-get-amd-fsr-support
https://www.tomshardware.com/news/intel-n3-rumors-august-2021
https://udn.com/news/story/7240/5662232
https://youtu.be/pmKSLILb5Cg?t=473
https://wccftech.com/amd-next-gen-rdna-3-navi-31-navi-33-gpus-listed-in-rocm-opengpu-platform/
https://www.nvidia.com/en-us/design-visualization/rtx-a2000/?nvid=nv-int-cwmfg-919816#cid=sigg21_nv-int-cwmfg_en-us&ncid=afm-chs-44270&ranMID=44270&ranEAID=TnL5HPStwNw&ranSiteID=TnL5HPStwNw-qvoCZUTh3HJoQmqGEb3aig
https://www.tomshardware.com/news/intel-removing-cannon-lake-driver-linux
https://www.tomshardware.com/news/ddr5-4800-ddr4-3200-alder-lake-benchmarks
https://www.tomshardware.com/news/amd-direct-buy-queue-for-rx-6000-gpus
https://www.pcgamer.com/uk/amd-claims-its-largest-share-of-the-overall-x86-cpu-market-in-14-years/
https://wccftech.com/amd-cdna2-mcm-gpu-instinct-mi200-accelerator-launch-late-2021-confirmed/
Comments
Nice pronunciation for a first pass on my last name! It's Spanish so it's phonetic, nothing too tricky.
shredbird
2021-08-17 19:37:34 +0000 UTCI coded a ton in ti-83, ama
John Dorman
2021-08-17 07:35:03 +0000 UTCIt's insane to me that AMD stock isn't conservatively at $200 given that they suddenly have an entire year of record quarters. They have ~1.2B shares and are now making ~8B/yr profit WITHOUT Xilinx. Like, wtf. The effective rates at hand are nuts at current pricing. Imagine 1.5B shares at 200 (300B cap) paying out 15B profit, so $10/5% dividend per year. And that would be over double a safe dividend. So 3yr AMD pricing might be more like $400-500
John Dorman
2021-08-17 07:23:09 +0000 UTCThis was awesome. Thank you so much, Tom and Dan. I appreciate it.
Mark Smith
2021-08-16 23:31:00 +0000 UTC
