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

Broken Silicon

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/