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

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: cdkeyoffer.com/cko/Moore11 ]

[SPON: Use “brokensilicon” to get $30 OFF the Minisforum eGPU Dock: 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: youtu.be/w-49jKCGE5E?si=GuEtWOIhPS1wgTg7

SemiWiki: semiwiki.com

Daniel Nenni’s Book “Fabless”: amzn.to/3OQ41Wt

Daniel Nenni's Podcast: semiwiki.com/podcast

MLID Nvidia APU Leak: youtube.com/live/8bfS0fcyXpg?si=JquDQvKPpwk6DR…

techpowerup.com/review/intel-arc-b580-battlema…

youtu.be/HhmloI9Kcs8?si=bKYTLLVFevyiZ9eH

tomshardware.com/pc-components/gpus/intel-anno…

techpowerup.com/gpu-specs/arc-a770.c3914

reuters.com/technology/intels-interim-co-ceo-z…

youtu.be/v1fEpWy9B0c?si=Rh5lkdBK-4kDBUjy

techspot.com/review/2812-amd-radeon-7900-gre-r…

youtu.be/HT8UmPrQYvk?si=B4Yu-ApyaVMfnB2U

tomshardware.com/pc-components/gpus/intels-b57…

reuters.com/business/intel-ceo-pat-gelsinger-r…

techspot.com/review/2794-amd-radeon-7600-xt

fudzilla.com/news/graphics/42815-intel-s-nvidi…

chosun.com/english/industry-en/2024/11/01/UM2Q…

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.