287. B580 Battlemage Leak, Intel after Pat Gelsinger, ARM GPU, Nvidia | Daniel Nenni

287. B580 Battlemage Leak, Intel after Pat Gelsinger, ARM GPU, Nvidia | Daniel Nenni

Author: Moore's Law Is Dead, Bleav December 8, 2024 Duration: 1:46:51
A semiconductor industry veteran & SemiWiki.com founder joins to discuss Intel’s implosion. [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Use “brokensilicon” to get $30 OFF the Minisforum eGPU Dock: https://shrsl.com/4s15r ] 0:00 Introducing Industry Veteran Daniel Nenni 3:18 What ultimately led to Intel's downfall? 11:29 Is SAMSUNG a Trailing Edge Foundry in 2025? 13:52 Are we about to deal with an OVERSUPPLY of silicon? 29:13 Why was Pat Gelsinger fired from Intel? 38:08 Will Intel Foundries ever be cost competitive? 41:28 Who could realistically buy Intel? 47:20 (NEW LEAK) Intel Battlemage B580 Prelaunch Performance 54:20 Chips Act Funding, Onshoring Manufacturing, 2025 Tariffs 1:05:34 Could an AMD x Intel merger happen? 1:10:39 What actions need to be taken to save Intel? 1:16:14 Nvidia entering CPU w/ ARM APUs for Laptop 1:22:04 ARM Discrete GPUs are (likely) Coming! 1:25:59 Is (Broken) Windows in danger of losing its monopoly? 1:29:51 AMD Sound Wave 1:38:09 AMD RDNA 4 & UDNA Last time Daniel was on: https://youtu.be/w-49jKCGE5E?si=GuEtWOIhPS1wgTg7 SemiWiki: https://semiwiki.com/ Daniel Nenni’s Book “Fabless”: https://amzn.to/3OQ41Wt Daniel Nenni's Podcast: https://semiwiki.com/podcast/ MLID Nvidia APU Leak: https://www.youtube.com/live/8bfS0fcyXpg?si=JquDQvKPpwk6DRBB&t=87 https://www.techpowerup.com/review/intel-arc-b580-battlemage-unboxing-preview/5.html https://youtu.be/HhmloI9Kcs8?si=bKYTLLVFevyiZ9eH https://www.tomshardware.com/pc-components/gpus/intel-announces-the-arc-b580-and-arc-b570-gpus https://www.techpowerup.com/gpu-specs/arc-a770.c3914 https://www.reuters.com/technology/intels-interim-co-ceo-zinsner-says-new-chief-executive-will-have-foundry-2024-12-04/ https://youtu.be/v1fEpWy9B0c?si=Rh5lkdBK-4kDBUjy https://www.techspot.com/review/2812-amd-radeon-7900-gre-retest/ https://youtu.be/HT8UmPrQYvk?si=B4Yu-ApyaVMfnB2U https://www.tomshardware.com/pc-components/gpus/intels-b570-b580-battlemage-and-amd-navi-44-rdna-4-gpus-reportedly-keep-pace-with-the-rtx-4060-ti-amd-and-intel-vie-to-capture-the-budget-gpu-market https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/ https://www.techspot.com/review/2794-amd-radeon-7600-xt/ https://www.fudzilla.com/news/graphics/42815-intel-s-nvidia-gpu-license-expires-in-march https://www.chosun.com/english/industry-en/2024/11/01/UM2QF46ZSZG4PJATKVNRZ5PIOI/

Ever wondered what happens when you put an engineer and a scientist in the same room to talk about graphics cards and gaming rigs? Broken Silicon is exactly that conversation, hosted by two brothers who bring a unique blend of technical expertise and genuine humor to the often-serious world of computer hardware. This isn't a dry lecture; it's a lively, sometimes irreverent deep dive into the latest news, industry rumors, and real developments that actually matter to anyone building a PC or chasing frame rates. You'll hear them parse complex topics with the clarity that comes from firsthand knowledge, making even the most niche leaks or architectural shifts engaging and understandable. The dynamic between the hosts is the real draw, turning each episode into a discussion that feels more like hanging out with incredibly informed friends than listening to a formal presentation. Brought to you by the team behind the Moore's Law Is Dead YouTube channel, this podcast extends that candid, insider perspective into a purely audio format perfect for your commute or while tinkering with your own setup. If you're tired of recycled press releases and want to hear unfiltered takes on where PC gaming and hardware are headed next, this is the place to listen.
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