Broken Silicon

We discuss upcoming RTX 5000 launches, the future of ARC, and Zen 5 / 6 CPUs! [SPON: Check out ALL Microsoft Surfaces: https://micro.center/s5c8 ] [SPON: Santa Clara Location coming SOON: https://micro.center/sdq0 ] [SPON: Shop Racing and Flight Sim Bundles: https://micro.center/rbqy ] [SPON: Shop Micro Center Holiday Savings: https://micro.center/t7iv ] 0:00 Slow News Holiday, New Jersey Drones, Console Laptops (Intro Banter) 3:56 Virtual Link, Intel & CHIPS (Corrections) 10:58 Nvidia RTX 5070 Ti 16GB, Blackwell Pricing 19:29 Pat Gelsinger “Retired” from Intel – Was he to blame? 26:29 Could Intel bounce back in a few years? 31:42 B580 12GB Reviewed & “Launched” 50:45 Intel Celestial, ARC Chiplets, B770 57:47 NEW Arrow Lake firmware offers little to no Performance Gains 1:02:45 AMD Zen 5 Krackan Performance & Specs Leaked 1:08:19 Will Krackan have a Zen 6 successor? 1:11:04 Valve is working on Steam Machines again! 1:14:42 Nintendo Switch 2 Pictured 1:18:09 Strix Latency, Intel Falcon Shores, Qualcomm Returns, GTA 6 (Wrap-up) 1:23:16 8K 144Hz Monitors, The Real Ultra Enthusiasts (Final RM) https://www.techpowerup.com/329873/nvidia-geforce-rtx-5070-ti-leak-tips-more-vram-cores-and-power-draw https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/ https://www.techspot.com/review/2935-intel-arc-b580/ https://www.techpowerup.com/review/intel-arc-b580/ https://www.pcworld.com/article/2553897/intel-arc-b580-review.html https://www.youtube.com/watch?v=599O7Q4BfaI&ab_channel=KitGuruTech https://x.com/GPUsAreMagic/status/1867311371848650856 https://youtu.be/1PDiFr0UhtQ?si=PY9qhjNxnKta77GO HWU Tim talking with Intel’s Tom Peterson https://www.tomshardware.com/pc-components/cpus/intels-latest-arrow-lake-cpu-firmware-reportedly-offers-little-to-no-performance-gains-users-test-the-microcode-ahead-of-launch-on-the-asrock-z890-taichi-ocf https://www.tomshardware.com/pc-components/cpus/cyberpunk-2077-update-2-2-reportedly-improves-arrow-lake-performance-by-up-to-33-percent-theoretically-matching-the-ryzen-7-7800x3d https://www.pcgamesn.com/intel/cyberpunk-2077-arrow-lake-benchmarks https://videocardz.com/newz/cyberpunk-2077-2-0-patch-to-increase-8-core-cpu-utilization-to-90-mods-for-ryzen-smt-no-longer-needed https://videocardz.com/newz/acer-swift-laptop-to-feature-8-core-ryzen-ai-7-350-amd-krackan-processor-faster-than-ryzen-7-8845hs https://browser.geekbench.com/v6/cpu/9384066 https://www.techspot.com/news/105892-valve-may-ready-revive-steam-machines-project-fremont.html https://x.com/SadlyItsBradley/status/1864960198760100115 https://x.com/SadlyItsBradley/status/1864960200924450934 https://www.techspot.com/news/105849-powered-steamos-valve-linux-gaming-os-prepares-expand.html https://www.theverge.com/2024/12/13/24320477/lenovo-legion-go-s-steamos-handheld-gaming-pc-rumors https://wccftech.com/nintendo-switch-2-joy-con-pictures/ https://www.bilibili.com/video/BV19GzdYSEhe/?spm_id_from=333.999.0.0 https://videocardz.com/newz/nintendo-switch-2-design-revealed-by-case-manufacturers https://x.com/deckwizardyt/status/1868098994963910865 https://wccftech.com/amd-finally-finds-fixes-for-improving-inter-core-latency-on-strix-point-apus/ https://www.techspot.com/news/105914-time-names-amd-boss-lisa-su-ceo-year.html https://time.com/7200909/ceo-of-the-year-2024-lisa-su/ https://www.techpowerup.com/329828/intel-co-ceo-dampens-expectations-for-first-gen-falcon-shores-gpu https://www.techspot.com/news/105962-intel-claims-retailers-facing-high-return-rates-snapdragon.html

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/

AMD has 24 Core Ryzen INCOMING…and Nvidia, RADEON, and Intel GPUs are about to launch! [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 V3 3-in-1 Tablet: https://shrsl.com/4rt3x ] 0:00 Mastering the Swivel! (Intro Banter) 2:20 PlayStation 6 Naming 6:47 XBOX getting Buggier (?), 9800X3D Supply (Corrections) 14:51 Next-Gen GPU Release Dates CONFIRMED! 25:32 Will RDNA 4 be the “next Polaris”? USB-C Support? 30:55 Intel ARC B570 10GB Leaks 37:49 Nvidia ends Lovelace Production 40:08 Strix Halo Low Power Specs Leaked 48:46 Zen 6 Medusa Point (And Ridge?) Specs Leaked! 54:44 How should AMD segment the Zen 6 lineup? 1:10:39 Qualcomm loses interest in Intel amongst Funding Cuts 1:17:36 Is an Intel-AMD merger possible? 1:24:18 TSMC 2nm Okayed for USA, PS2 160M, PSP2 Confirmed, 4090 Ti Surfaces (Wrap-up) 1:30:45 Nvidia Orin, RTX to PTX, AMD Smartphones, 200K Subs (Final RM) https://www.amazon.co.uk/Best-Sellers-CPUs/zgbs/computers/430515031 https://youtu.be/zipQWc2AzsU https://www.techpowerup.com/329193/intel-arc-b580-gpu-leaked-ahead-of-imminent-launch https://www.tomshardware.com/pc-components/gpus/nvidia-blackwell-rtx-50-series-gpus-everything-we-know https://www.pcgamesn.com/nvidia/geforce-rtx-5090-launch-leak-inno3d https://videocardz.com/newz/gunnir-arc-battlemage-gpus-to-be-revealed-on-december-4th https://videocardz.com/newz/intel-arc-b570-specs-leaked-18-xe2-cores-10gb-memory-and-pcie-4-0x8 https://amzn.to/4g7aIPy https://amzn.to/49wfXqh https://www.newegg.com/p/27N-0002-001G2 https://www.tomshardware.com/pc-components/gpus/nvidia-warns-of-gaming-gpu-shortage-this-quarter-recovery-in-early-2025-chipmaker-rakes-in-record-profits-as-net-income-soars-by-109-percent-yoy https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2025 https://youtu.be/h5dDn8nzvAw https://youtu.be/h5dDn8nzvAw https://www.guru3d.com/story/amd-zen-6-medusa-ridge-processor-leak-reveals-12core-ccd-architecture/ https://www.fudzilla.com/news/graphics/60169-zen-6-medusa-ridge-processor-leaked https://www.tomshardware.com/tech-industry/qualcomm-reportedly-loses-interest-in-intel-takeover https://www.trendforce.com/news/2024/11/26/news-qualcomms-interest-in-acquiring-intel-reportedly-fades-due-to-the-deals-complexity/ https://www.tomshardware.com/tech-industry/us-plans-to-shrink-intels-usd8-5b-chips-funding-to-below-usd8b-restructuring-takes-into-account-chipmakers-usd3-5b-contract-to-make-chips-for-the-military https://www.reuters.com/technology/intels-786-billion-subsidy-deal-restricts-sale-its-manufacturing-unit-2024-11-28/ https://wccftech.com/tsmc-can-shift-advanced-2nm-manufacturing-to-us-after-2025-insinuates-taiwanese-minister/ https://www.techradar.com/pro/Only-about-720000-Qualcomm-Snapdragon--laptops-sold-since-launch https://x.com/lithos_graphein/status/1858485988080640051 https://videocardz.com/newz/samsung-to-present-gddr7-memory-with-42-5-gb-s-speed-at-isscc-2025 https://www.tomshardware.com/pc-components/cpus/amd-crafts-custom-epyc-cpu-for-microsoft-azure-with-hbm3-memory-cpu-with-88-zen-4-cores-and-450gb-of-hbm3-may-be-repurposed-mi300c-four-chips-hit-7-tb-s https://www.techspot.com/news/105744-sony-confirms-playstation-2-sales-top-160m-cementing.html https://www.techpowerup.com/329307/sony-handheld-gaming-console-reportedly-coming-for-steam-deck-nintendo-switch-market-share https://videocardz.com/newz/prototype-geforce-rtx-4090-ti-gpu-has-been-found-in-computer-junk-bin-massive-quad-slot-design-and-rotated-pcie

A former AMD Senior Product Manager joins to discuss Zen 5, Arrow Lake, and Next-Gen GPUs! [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" for 6% OFF at Silver Knight PCs: https://www.silverknightpcs.com/ ] 0:00 Who is James? 3:31 How AMD has Grown Up over the past 5 Years! 9:22 Intel's Laptop Entrenchment (Even with Raptor Lake) 18:14 Has HEDT become Obsolete? 29:40 How could AMD have handled the Zen 5 launch better? 40:10 Should Zen 6 be an all V-cache Lineup? 48:11 Arrow Lake – Is Intel done in DIY? 57:48 Intel Battlemage B580 - The End of ARC? 1:06:40 AMD RDNA 4 & UDNA Strategy 1:18:56 THIS Is why Big RDNA 4 was Cancelled! 1:29:16 Wafer Allocation - Does AMD "switch" capacity between products? 1:41:36 Nvidia Blackwell - Can RDNA 4 take market share? Last time James was on: https://youtu.be/I9KTrPHkg-s?si=tfa7KRH_H0NNSnT9 Guest's LinkedIn: https://www.linkedin.com/in/jamesdprior/ James’ new company: https://mips.com/ Recent MLID video Updating GPU Release Dates: https://youtu.be/zipQWc2AzsU