Broken Silicon 63: Nvidia GA102’s Node, Intel’s Future, AMD’s Fabless Advantage| SemiWiki Founder Daniel Nenni
Added 2020-08-26 22:52:39 +0000 UTCThe founder of SemiWiki.com joins Tom to discuss everything Silicon and Fabs. Will Intel go fabless? Can Nvidia use multiple nodes for Ampere? Can anyone challenge TSMC? Where do we go after 3nm?
0:00 Silicon Valley in the 1980’s
7:50 “Real Men have Fabs!”
11:00 Fabs Overseas
16:10 Comparing “Big Silicon” to “Big Pharma”
28:40 The advantageous of going fabless
44:10 The long 28nm Era, Nvidia’s Blame Game, The rise of TSMC
57:00 Could Nvidia Ampere GA102 be on both Samsung & TSMC?
1:15:00 AMD’s decision to go fabless, and will Intel follow?
1:22:50 The future of Global Foundries & TSMC
1:38:40 US-China Tradewar, and its affect on TSMC
1:53:00 How bad is it inside Intel?, 3nm & Beyond
2:05:00 Graphene and After Silicon
2:12:00 Will Nvidia Buy ARM, RISC-V
Comments
What a great episode that was :-)
Joachim Haugen
2020-08-28 18:43:51 +0000 UTC@1:53:57 SkyTech Innovation Center is part of SkyWater. My bad ;)
2020-08-27 13:44:30 +0000 UTCI really enjoyed this one, great information :D There seems to be two parts of the audio overlaid on top of each other between 1:47:15-1:49:30
2020-08-27 03:30:03 +0000 UTCImpeccable timing friend 👏
Dominik Koc
2020-08-26 22:53:16 +0000 UTC
