257. Nvidia buying Intel, RTX 5000 Pricing, AMD Zen 5 Strix, TSMC 2nm | Daniel Nenni

The Creators of Spirit of the North 2 join to discuss next gen consoles and game development! [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] 0:00 Founding Infuse Studio 9:26 How Game Development has changed over the past decade 13:17 Game Developer Layoffs 26:44 Has AAA Development become bloated? 34:56 Scaling Studios with Success & Game Design 49:38 PC Minimum Requirements - How are they Decided? 53:20 Nintendo Switch 2 Performance – Enough for AAA? 1:04:25 Console CPU Limitations 1:13:52 PlayStation 5 Pro Ray Tracing, Performance, PSSR 1:27:29 Ray Tracing as the Default - What Perf. is required? 1:37:17 What specs should the PS6 have? 1:41:31 Do Devs get excited for new tech, or does it just cause more work? 1:50:57 Spirit of the North 2 Check out Spirit of the North 2 on Steam: https://store.steampowered.com/app/1778840/Spirit_of_the_North_2/ Infuse Studio: https://infusedstudio.com/ Taylor: https://www.linkedin.com/in/tayler-christensen-61ab4351/ Jacob: https://www.linkedin.com/in/jacob-sutton-0970794b/ Jacob's Presentation about porting to Switch (Tom asked a q1uestion ~27 min): https://www.youtube.com/live/BWclTpZN9YY?si=s3Y_4w3L5fAT3ThK MLID Switch 2 Leak that's been corroborated: https://youtu.be/SibxVnw3LwY MLID PS5 Pro Leak that's been corroborated: https://youtu.be/2nzlJAsTDo0?si=AAb9mtb9VFQxqYHf&t=1869 https://en.wikipedia.org/wiki/Guerrilla_Games https://www.techpowerup.com/gpu-specs/geforce-gtx-titan.c1996 https://www.tweaktown.com/news/96879/sonys-upgraded-playstation-5-pro-console-features-spectral-super-resolution-pssr/index.html

Lion Cove is only getting a 14% IPC increase, and we discuss all Computex 2024 News! [SPON: Go to Jawa.gg to build your next PC Hassle Free: https://jawa.link/MLIDMay24 ] [SPON: New Customers get $25 OFF $100 Orders at Micro Center! https://micro.center/1gje ] [SPON: $23 Win11 Pro w/ "brokensilicon“ at CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Shop Micro Center’s Top Deals for May: https://micro.center/iy37 ] [SPON: Get the latest Tech News, Reviews, and Guides at MC News: https://micro.center/246240 ] 0:00 Tom needs Sleep, but he saw Modest Mouse! (Intro Banter) 4:15 Onshoring Silicon Misconceptions (Corrections) 10:01 Midrange GPU Pricing's INSANE, AMD Rebaits Backfires 20:10 Should you sell your 4090? How strong can RDNA 4 be? 26:23 Nvidia Unveils Vera Rubin & Snubs Gamers at Computex 35:20 Is Nvidia overhyped? Is the Copilot+ TOPs requirement arbitrary? 37:41 AMD Reveals EPYC Turin, MI325X, MI350X, and more! 47:18 Zen 5 Architecture & Ryzen 9000 Granite Ridge Detailed! 58:23 Should you wait for B850 or buy a 7800X3D w/ B650 now? 1:02:54 AMD AI 9 300 Strix Unveiled! 1:09:15 Does AMD know how to be #1? What’s the point of Sound Wave? 1:18:08 Qualcomm Snapdragon X Elite gains TONS of OEM Support 1:26:26 Intel Lunar Lake Analysis – Red Flags Galore! 1:40:55 5090 28GB, 17.6 Gbps DDR6, EPYC 4004, GT 710 GDDR6 (Wrap-up) 1:43:47 Economic Bubbles, Public Perception of AI, Hot Chips Sponsors (Final RM) https://youtu.be/o_qlPl58qcY?si=Cy4Xy2yWifd_42d8 https://amzn.to/4eb1Qsj https://www.youtube.com/live/pKXDVsWZmUU?si=qmpygSerkontpjAd https://blogs.nvidia.com/blog/computex-2024-jensen-huang/ https://www.nvidia.com/en-us/geforce/news/g-assist-ai-assistant/ https://videocardz.com/newz/nvidia-unveils-vera-rubin-as-next-gen-gpu-architecture-patron-rubin-ultra-to-sport-12-hbm4-stacks https://www.youtube.com/live/MCi8jgALPYA?si=eJ6SRFpx8ExKPxBW https://www.amd.com/en/newsroom/press-releases/2024-6-2-amd-accelerates-pace-of-data-center-ai-innovation-.html https://www.amd.com/en/newsroom/press-releases/2024-6-2-amd-unveils-next-gen-zen-5-ryzen-processors-to-p.html https://www.amd.com/en/newsroom/press-releases/2024-6-2-amd-unveils-next-gen-zen-5-ryzen-processors-to-p.html https://www.youtube.com/live/5R3QpKMciEw?si=EqoIImjaJ13rhFn0 https://www.qualcomm.com/news/releases/2024/06/qualcomm-computex-2024-keynote-unveils--the-pc-reborn--with-snap https://signal65.com/wp-content/uploads/2024/05/NewSurfaceLaptop2024_Signal65LabInsights_r1.01.pdf https://www.intel.com/content/www/us/en/events/computex.html https://www.anandtech.com/show/21425/intel-lunar-lake-architecture-deep-dive-lion-cove-xe2-and-npu4/6 https://twitter.com/thraxbert/status/1797809739138728240 https://videocardz.com/newz/nvidia-rtx-5090-new-rumored-specs-28gb-gddr7-and-448-bit-bus https://videocardz.com/newz/next-gen-lpddr6-memory-to-hit-up-to-14-4-gbps-data-rate-ddr6-up-to-17-6-gbps https://videocardz.com/newz/amd-launches-epyc-4004-cpus-on-am5-package-up-to-16-zen4-cores-3d-v-cache-for-699 https://www.techpowerup.com/gpu-specs/radeon-rx-6800.c3713 https://www.microcenter.com/product/674503/amd-ryzen-7-7800x3d-raphael-am5-42ghz-8-core-boxed-processor-heatsink-not-included https://youtu.be/YywHyv66If4

We discuss how AMD is taking US Gov't Market Share from Intel, Nvidia AI, and Future Warfare. [SPON: Shop Micro Center’s Top Deals for May: https://micro.center/e0a595 ] [SPON: Get the latest Tech News & Buying Guides at MC News: https://micro.center/pnow ] [SPON: $23 Win11 Pro w/ "brokensilicon“ at CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] 0:00 Defense Leaks in Gaming Forums 5:56 The State of FSR, and what FSR 4.0 needs to Achieve 12:17 AMD Marketing is Adrift… 19:56 RTX 5080 Pricing & Nvidia’s Market Dominance 35:27 RDNA 4, PS5 Pro PSSR, Intel Arrow Lake & Lunar Lake 48:05 AMD taking US Gov’t Market Share from Intel 1:15:25 Trusted Foundry Certification, US Chips Act 1:26:51 Is it possible for the US & China to disentangle their Manufacturing? 1:43:00 RTX 5080 Export to China, AI Sanctions, ARM, RISC-V 1:56:09 Does Military Tech trickle down to Civilians…or the other way around? Last Episode the Guest was On: https://youtu.be/a1wTGgdAVGw https://www.techpowerup.com/review/amd-fidelity-fx-fsr-20/4.html#:~:text=(198%20Comments)%20%C2%BB-,Conclusion,a%20huge%20win%20for%20AMD. https://companiesmarketcap.com/samsung/marketcap/ https://www.axios.com/2023/04/20/pentagon-leak-war-thunder-discord https://www.dlcompare.com/gaming-news/fsr-and-dlss-together-a-dream-finally-come-true-thanks-to-ghost-of-tsushima-42881 https://www.npr.org/2024/01/30/1227923226/toyota-warning-advisory-takata-airbag-concerns

We release NEW AMD “AI 9 100” whispers, and discuss the latest gaming hardware news! [SPON: Get the BEST DEALS NOW during FlexiSpot’s Brand Day: https://bit.ly/47N6adS ] [SPON: $23 Win11 Pro w/ "brokensilicon“ at CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] 0:00 Wendy's a Long Girl & Tom's Studio is Cleaner (Intro Banter) 5:15 Nvidia Poised to Launch RTX 5080 early…for China… 15:50 Dell Roadmap leak confirms MLID’s Intel Leaks 27:20 Apple introduces M4 32:11 Is AMD about to copy Intel’s Ultra Stupid naming convention? 47:59 Zen 6 Core Counts Confirmed 53:32 AMD Sound Wave leaked to utilize ARM, not x86! 1:02:12 Nintendo Switch 2 Leaks CONFIRMED! (And it launches “soon”) 1:10:45 XBOX is Melting Down after Closing more Studios 1:25:46 Zen 5 Specs Confirmed, M.2 RTX 4050, Nvidia Handhelds, RTX 50 Coolers (Wrap-up) 1:30:40 Sony x Paramount, RDNA 5 using 2nm (Final RM) https://youtu.be/w17I28lOL84 https://videocardz.com/newz/nvidia-geforce-rtx-5080-reportedly-launches-before-rtx-5090 https://videocardz.com/newz/exclusive-dell-xps-roadmap-confirms-panther-lake-laptops-in-2026-nova-lake-systems-in-2027 https://youtu.be/FrS5tJ6mfkg?si=39pF9pv9o0pEOCUE&t=916 https://videocardz.com/newz/exclusive-dell-xps-roadmap-confirms-panther-lake-laptops-in-2026-nova-lake-systems-in-2027 https://videocardz.com/press-release/apple-introduces-m4-chip-featuring-10-core-cpu-and-10-core-gpu https://www.apple.com/newsroom/2024/05/apple-unveils-stunning-new-ipad-pro-with-m4-chip-and-apple-pencil-pro/ https://youtu.be/w17I28lOL84 https://videocardz.com/newz/amd-ryzen-ai-100-strix-point-series-rumored-to-cover-15-to-45w-range-no-h-hs-u-sub-series-planned https://twitter.com/InstLatX64/status/1791830391025742310 https://twitter.com/mooreslawisdead/status/1792330342122352882 https://www.youtube.com/watch?v=u19FZQ1ZBYc&ab_channel=Moore%27sLawIsDead https://twitter.com/NintendoCoLtd/status/1787736518762881197 https://www.notebookcheck.net/Nintendo-Switch-2-size-major-RAM-and-storage-spec-bump-revealed-via-company-s-shipping-records.836814.0.html https://www.theverge.com/24151047/xbox-shuts-down-arkane-austin-tango-gameworks-microsoft “break out hit”: https://twistedvoxel.com/microsoft-hi-fi-rush-success-reinvest-in-tango-gameworks/ Failed Sales: https://twistedvoxel.com/hi-fi-rush-failed-sales-microsoft-unhappy-state-xbox/ 2M of WHICH players: https://twitter.com/bethesda/status/1630995249190371344 On Steam they only hit 6000: https://steamdb.info/app/1817230/charts/ https://twitter.com/Zari_Wari/status/1787857935126737194 https://wccftech.com/amd-confirms-epyc-9005-turin-cpu-family-up-to-192-cores-500w-tdp/ https://videocardz.com/newz/intel-n250-twin-lake-low-power-cpu-spotted-features-4-e-cores https://twitter.com/Wario64/status/1788657018120601877 https://www.pcworld.com/article/2334860/weibu-signals-lunar-lake-handhelds-are-on-the-way.html https://weibo.com/3219724922/OeyP1qVoa https://videocardz.com/newz/nvidia-and-mediatek-reportedly-working-on-pc-and-gaming-handheld-socs https://twitter.com/Palit_Global/status/1791460556651860279

The founder of SemiWiki.com joins to discus the future of Nvidia, Intel, AMD, and TSMC! [SPON: Support MLID and get 66% OFF DopaFast here: https://dopafast.onelink.me/lT91/MLID ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 Daniel Nenni Introduction, Semiconductor News is Mainstream 5:51 Why did Nvidia move Blackwell to 4nm? Is AMD skipping 3nm? 13:34 Intel Arrow Lake on TSMC 3nm - A mistake? 22:39 Will Intel become “Foundry First”? 29:41 Intel’s Financial Situation – Can they Survive Zen 5? 46:08 Could Nvidia buy Intel? Will AMD start acting like Nvidia? 59:15 Would Nvidia ever leave GPU for more AI profits? 1:20:14 Will AMD start using SAMSUNG? Nvidia behind in chiplet tech? 1:32:45 ARM, RISC-V, Future of Chiplets Last Episode Daniel was on: https://youtu.be/8PVYOeHx8vA?si=rkfbDf8jX3Er3VT9 SemiWiki: https://semiwiki.com/ Daniel Nenni's Podcast: https://semiwiki.com/podcast/ https://youtu.be/FrS5tJ6mfkg?si=39pF9pv9o0pEOCUE&t=916 https://videocardz.com/newz/exclusive-dell-xps-roadmap-confirms-panther-lake-laptops-in-2026-nova-lake-systems-in-2027 https://twitter.com/mooreslawisdead/status/1790083359084777861 https://www.anandtech.com/show/20065/intel-confirms-panther-lake-on-track-for-2025-at-intel-innovation-2023 https://www.digitimes.com/news/a20240425VL204/tsmc-2nm-ai-cowos-soic-sow.html https://www.anandtech.com/show/21370/tsmc-2nm-update-n2-in-2025-n2p-loses-bspdn-nanoflex-optimizations https://pr.tsmc.com/english/news/3136

We discuss leaked Blackwell VRAM capacity, Zen 5 Strix Halo, and Intel’s Situation. [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 Tom's back from Vegas & Dan has a Truffle Pig 7:14 RTX 5090, 5080, 5070 Ti, 5060 Laptop Configurations Leaked 20:13 RTX 5060 8GB – Impossible to recommend 8GB in 2025? 30:18 MSI backs Nvidia - An outlier, or a new trend? 40:41 Intel Baseline Bios nerfs the i9-14900K, Intel Reliability called into Question 51:35 Intel & AMD Report Q1 Earnings - Can Intel afford a war with Zen 5? 59:29 Zen 5 Strix Halo “LP” Leaked, Others Confirm the Original Leak 1:11:43 TSMC reduces 4nm costs and details 2nm performance 1:19:02 AMD Anniversary, All-X3D 16C on AM5, Sony Buying Paramount (Wrap-up) 1:31:34 1080 Ti copium, RDNA 4 Ray Tracing, Helldivers 2 requiring PSN (Final RM) https://www.youtube.com/watch?v=I_2I5K5r5jE&t=2s&ab_channel=Moore%27sLawIsDead https://www.youtube.com/watch?v=3qLMoDgV4qw&ab_channel=Moore%27sLawIsDead https://twitter.com/mooreslawisdead/status/1783930198963999195 https://twitter.com/HardwareUnboxed/status/1783689694762668286 https://www.hardwareluxx.de/index.php/news/hardware/grafikkarten/63484-msi-und-amd-grafikkarten-fokus-auf-den-rtx-karten,-amd-bei-den-mainboards-von-h%C3%B6chster-relevanz.html https://www.youtube.com/watch?v=OdF5erDRO-c&ab_channel=HardwareUnboxed https://videocardz.com/newz/intel-issues-its-first-statement-in-response-to-13-14th-gen-core-i9-cpu-stability-issues https://wccftech.com/gigabyte-baseline-gaming-stability-bios-option-turns-intel-14th-13th-gen-core-i9-cpus-into-core-i7-multi-thread-gaming-performance-loss/ https://wccftech.com/only-5-out-of-10-core-i9-13900k-2-out-of-10-core-i9-14900k-cpus-stable-in-auto-profile-intel-board-partners-stability-issues/ https://www.anandtech.com/show/613 https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results https://asia.nikkei.com/Business/Technology/Intel-aims-to-deliver-chips-for-100-million-AI-PCs-by-2025 https://www.nextplatform.com/2024/05/01/amd-firing-on-all-compute-engine-cylinders/ https://videocardz.com/newz/amd-ryzen-9050-strix-halo-specs-leaked-16-zen5-cores-and-40-rdna3-5-cus-lp5x-8000-memory-and-32mb-mall-cache https://videocardz.com/newz/amd-reaffirms-zen5-based-strix-point-apus-on-track-for-2h-2024-launch https://www.anandtech.com/show/21370/tsmc-2nm-update-n2-in-2025-n2p-loses-bspdn-nanoflex-optimizations https://www.anandtech.com/show/21371/tsmc-preps-lower-cost-4nm-n4c-process-for-2025 https://www.youtube.com/watch?v=oVuJQJA8nIE&ab_channel=AMD https://www.techpowerup.com/322039/amd-celebrates-its-55th-birthday https://www.tomshardware.com/pc-components/cpus/amds-server-cpus-arrive-on-mainstream-pc-motherboards https://www.techpowerup.com/322060/intel-prepares-core-ultra-9-285k-core-ultra-7-265k-and-core-ultra-5-245k-arrow-lake-s-desktop-cpus https://www.anandtech.com/show/21379/pcisig-completes-copprlink-cabling-standard-pcie-50-60-get-wired https://www.wsj.com/business/deals/sony-apollo-make-26-billion-all-cash-offer-for-paramount-ade26ca4 https://www.techspot.com/news/102851-tiktok-faces-potential-ban-europe.html https://www.techpowerup.com/322072/nvidia-advertises-premium-ai-pc-mocking-the-compute-capability-of-regular-ai-pcs https://twitter.com/MorePerfectUS/status/1782844836154077274 https://www.ign.com/articles/helldivers-2-pulled-from-sale-in-177-countries-due-to-psn-linking-requirement https://twitter.com/PlayStation/status/1787331667616829929

We leak NEW Zen 5 Strix details, discuss Intel Lunar Lake, and talk about the future of x86 handhelds. [SPON: Get EaseUS VoiceWave Pro FREE w/ I44EG-VB1T5-YZQNZ-YLNF1-8HZD7: https://bit.ly/3RYFSP0 (First 100 Users ONLY!)] [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] 0:00 The Phawx Introduction, Gen Z Computer Literacy 14:05 What caused the x86 Handheld Boom? Does the Switch deserve more credit? 20:17 Minimum Specs for AAA Gaming, APU Design Discussion 35:55 AMD Strix Halo Design & Configuration Discussion 44:00 (NEW) AMD Zen 5 Strix Halo LP Leak 53:57 Benchmarks prove Hawk Point is MUCH better than Phoenix 56:12 Meteor Lake’s Failure, Lunar Lake’s Potential, MSI Claw 1:03:03 Is the x86 Handheld market a Bubble? 1:20:40 Could 5w Handhelds become common, or is 25w here to stay? 1:25:18 Gaming Tablets, Qualcomm Snapdragon X Elite, Nvidia APUs 1:45:25 Nintendo Switch 2 1:57:14 PlayStation 6 Handheld Edition, Portable XBOX Check out The Phawx on YouTube: https://www.youtube.com/@ThePhawx The Phawx MSI Claw Review: https://youtu.be/y6vGRHDrkQs?si=3RFbraJFNy37VIvD MLID Minisforum V3 Hawk Point Tablet Review: https://youtu.be/ivm78Qyls3A?si=ds3qQJTlE1lD9GVb The Phawx GPD Win Max 2 Hawk Point Review: https://youtu.be/Wj7eSaGkSfY?si=rpOOoJEWqGsccaIB Original Strix Halo Leak from MLID: https://youtu.be/-pQEdpMCrdU?si=gvHHRyqtdrczLItf Recent MLID Strix Update with Kraken: https://youtu.be/ekCMnmD_EzA?si=XDcThOL41pm7OojL https://youtu.be/OdF5erDRO-c?si=kYb7yrdL-4aXtZL8 https://videocardz.com/newz/intel-issues-its-first-statement-in-response-to-13-14th-gen-core-i9-cpu-stability-issues https://youtu.be/SibxVnw3LwY?si=FnS7IcsFMLUlNZ_f https://www.semiaccurate.com/2024/04/24/qualcomm-is-cheating-on-their-snapdragon-x-elite-pro-benchmarks/

We leak details about Intel’s depreciating reliability, discuss TSMC 2nm expansion, and talk about Zen 6. [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] 0:00 Lewis Black & Podcast Habits (Intro Banter) 4:34 HDMI 2.1, Cost of Game Pass (Corrections) 7:14 Chips Act gives Billions to TSMC & SAMSUNG - Intel losing favor? 14:08 Intel Introduces Gaudi 3 AI Accelerator 27:20 Intel Reliability Called into Question 35:51 AMD Zen 6 Updates, Early Zen 7 Leak 43:25 Will Zen 6 increase core counts and launch on AM5? 50:52 Nvidia RTX 5090 & 5080 Poised for Launch 2H 2024 58:26 Sony suddenly brings Trophies to PC 1:01:02 Battlefield 2042 Ending, EK Failing, Zen 5 Confirmed, Granite Rapids (Wrap-Up) 1:06:29 Sub-75W GPUs, The State of “60 class” GPUs, 4090's Melting (Final RM) https://www.anandtech.com/show/21337/tsmc-to-receive-6b-us-chips-act-set-to-build-2nm-fab-in-arizona https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-tsmc-expanded#:~:text=%E2%80%9CThe%20proposed%20funding%20from%20the,TSMC%20Chairman%20Dr.%20Mark%20Liu https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-samsung https://videocardz.com/newz/intel-announces-gaudi3-ai-accelerator-with-128gb-hbm2e-memory-up-to-900w-tdp-on-air https://www.anandtech.com/show/21342/intel-introduces-gaudi-3-accelerator-going-bigger-and-aiming-higher https://youtu.be/BIkbc3eQyPg?si=wxivTQ9TOwrZX20H https://www.theregister.com/2024/02/23/intel_core_13th_crash/ https://www.theverge.com/2024/4/9/24125036/intel-game-crash-13900k-14900k-fortnite-unreal-engine-investigation https://www.tomshardware.com/pc-components/cpus/nvidia-blames-intel-for-gpu-vram-errors-tells-geforce-gamers-experiencing-13th-or-14th-gen-cpu-instability-to-contact-intel-support https://youtu.be/qwyOWGHZf0o?si=jbjD-O8cxdF8bAAB https://videocardz.com/newz/nvidia-board-partners-expect-geforce-rtx-5090-and-rtx-5080-to-launch-in-fourth-quarter https://blog.playstation.com/2024/04/17/ghost-of-tsushima-directors-cut-pc-cross-play-and-system-requirements-revealed/ https://www.pushsquare.com/news/2024/04/battlefield-2042-support-to-end-with-season-7-as-next-game-ramps-up https://www.youtube.com/watch?v=b73xG1HlFhY&ab_channel=GamersNexus https://videocardz.com/newz/asus-and-msi-confirm-next-gen-amd-ryzen-cpus-support-with-latest-amd-600-motherboard-firmware https://videocardz.com/newz/intel-xeon-6-6980p-granite-rapids-ap-cpu-to-feature-128-cores-and-500w-tdp https://videocardz.com/newz/nvidia-sff-enthusiast-geforce-initiative-set-to-promote-smaller-graphics-cards-for-sff-pc-builders https://www.pcworld.com/article/2278556/china-bans-intel-amd-and-microsoft-purchases-for-government-pcs.html

Jon from Asianometry joins to discuss Taiwan’s Earthquake, and the future of semiconductors. [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 How did the Earthquake in Taiwan affect Jon? 7:27 Would a new World War benefit Intel? 14:45 Will China invade Taiwan? What weaknesses does TSMC have? 25:05 Is AMD's "underdog mindset" holding back their future? 39:17 Why wouldn't AMD "go for the kill" with a Zen 5 R9 9960X3D? 44:56 Zen 6, Future TSMC nodes, AMD Packaging 50:22 (Lack of) Governmental Funding for Intel, IFS vs TSMC 1:03:35 Are we sleeping on Synopsis? Intel Gaudi 3 Competitive? 1:19:30 Nvidia Blackwell, Vera Rubin, AI Dominance 1:31:25 Is Nvidia really using “chiplets” with B100? 1:43:31 Advice for people who visit Taiwan Check out Jon's YouTube Channel: https://www.youtube.com/@Asianometry Last time Jon was on Broken Silicon: https://youtu.be/p1m0pc5TkNw?si=kB-6J3Osh-lX3uwW https://youtu.be/tB4q6Wp4XHc?si=bPC9SMQYgrJYGKwb https://youtu.be/Nk-lBok9_TU?si=f8zXjdeRbhpq7_tG https://www.anandtech.com/show/21337/tsmc-to-receive-6b-us-chips-act-set-to-build-2nm-fab-in-arizona https://youtu.be/TbWfywgY7sk?si=4gzq6gIcRD-qodGE https://arstechnica.com/information-technology/2024/04/intels-gaudi-3-ai-accelerator-chip-may-give-nvidias-h100-a-run-for-the-money/ https://youtu.be/dJbUB6Pfc90?si=kJboVLsZ9zSL1oZT https://solarsme.com/best-states-for-solar-energy/#:~:text=According%20to%20Solar%20Energy%20Industries,massive%20investment%20in%20solar%20space. https://www.rfa.org/english/news/china/kinmen-island-taiwan-tensions-03272024133330.html https://www.economist.com/asia/2023/04/05/the-view-from-the-front-line-between-taiwan-and-china https://www.bloomberg.com/news/articles/2024-03-12/pentagon-scraps-plan-to-spend-2-5-billion-on-intel-chip-grant

We dissect the latest Zen 5 rumors, analyze Snapdragon X Elite performance, and discuss Windows AI. [SPON: Use "brokensilicon“ at CDKeyOffer to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ] 00:00 Mustached Tom Scratched his Eye, Fly Over States (Intro Banter) 6:13 Why PS3's CELL did (and didn't) Make Sense (Corrections) 10:27 Intel Foundries' Horrific Losses, Taiwan Earthquake 16:15 AMD could Win a Price War in 2024 23:57 Qualcomm Snapdragon X Elite runs BG3 at 30 FPS (Please Clap) 32:57 Zen 5 IPC & Release Date Re-Leaked 44:37 Igor’s Lab leaks Lunar Lake Pictures 56:09 Microsoft Copilot 40 TOPs Requirement Confirmed 1:02:34 Should Windows 12 have an “AI Key”? 1:09:44 Multiple Reports Surface of Devs Doubting XBOX’s Future 1:19:36 Ryzen 5000 XT, PCIe 7.0, DLSS 3.7, XeSS 1.3, Windows 10 EOL (Wrap-up) 1:26:48 Switch 2, PS5 Pro SSD Transfer, 4090D, Thumbnail Advice (Final RM) https://www.cnbc.com/2024/04/02/intel-shares-fall-after-company-reveals-7-billion-operating-loss-in-foundry-business.html https://edition.cnn.com/2024/04/05/asia/taiwan-hualien-earthquake-resilience-dst-intl-hnk/index.html https://www.umc.com/en/News/press_release/Content/corporate/20240403 https://www.theregister.com/2024/04/04/tsmc_earthquake_fine/ https://www.techspot.com/news/102416-qualcomm-snapdragon-x-elite-arm-chip-can-run.html https://www.pcgameshardware.de/Baldurs-Gate-3-Spiel-18525/Specials/Benchmark-Test-Review-Grafik-Ersteindruck-1425826/2/ https://www.youtube.com/watch?v=AAjQXdwkgEE&ab_channel=GamersNexus https://www.youtube.com/watch?v=m1GBo8K2MY0&ab_channel=AncientGameplays https://www.youtube.com/watch?v=w6h_lFEXtQs&ab_channel=AncientGameplays https://www.youtube.com/watch?v=oho0QzrfxWc&ab_channel=Moore%27sLawIsDead https://www.techpowerup.com/320980/alleged-amd-ryzen-granite-ridge-engineering-samples-pop-up-in-shipping-manifests https://www.techpowerup.com/320971/amd-zen-5-based-strix-point-and-fire-range-mobile-processors-spied-in-shipping-manifests https://www.igorslab.de/en/news-from-intels-mobile-lunar-lake-cpu-rumors-confirmed-picture-and-schematic/ https://www.youtube.com/watch?v=Y5bXBEjvgvs&ab_channel=Moore%27sLawIsDead https://www.tomshardware.com/pc-components/cpus/intel-confirms-microsoft-copilot-will-soon-run-locally-on-pcs-next-gen-ai-pcs-require-40-tops-of-npu-performance https://youtu.be/2ls_e4MDeh4?si=bEzGX6pXSwMSV8Mb https://www.techspot.com/news/102406-developers-gdc-think-most-xbox-games-going-multi.html https://videocardz.com/newz/amd-preparing-ryzen-5000xt-series-yet-another-update-for-am4-socket https://pcisig.com/blog/pcie%C2%AE-70-specification-version-05-now-available-full-draft-available-members https://videocardz.com/newz/nvidia-releases-streamline-2-4-0-sdk-and-dlss-3-7-0 https://www.techspot.com/news/102523-intel-xess-13-improves-performance-new-presets-intros.html https://www.techpowerup.com/321170/windows-10-security-updates-to-cost-usd-61-after-2025-usd-427-by-2028 https://arstechnica.com/gadgets/2024/04/hdmi-customized-ad-insertion-patent-would-show-rokus-ads-atop-non-roku-video/ https://videocardz.com/newz/asrock-launches-radeon-rx-550-low-profile-based-on-7-year-old-polaris-gpu