167. Russia’s Tech Sector, War over TSMC, Intel Fabs, RDNA 4 vs Nvidia | Asianometry

Broken Silicon

Aug 23, 2022•2 hr 4 min•Ep. 167

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Episode description

Asianometry joins to discuss Taiwan, the future of Russia’s Tech Sector, and Intel / AMD / Nvidia.
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0:00 Who is Jon of Asianometry?
3:51 Asianometry (and Tom’s) Original Videos
7:09 Biggest Misconceptions about Taiwan
12:11 Why TSMC can't "just move" somewhere else...
17:51 When will TSMC focus on making trailing nodes cheaper?
23:02 What is Russia’s best node? How far behind is the Russia's Semi Industry?
33:35 Will China save Russia’s Tech Sector?
46:36 Is China serious about taking Taiwan? Is the USA serious about defending it?
56:20 What type of conflict is possible over TSMC? Who would feel the most pain?
1:16:15 What is China’s “Redline” over Taiwan? Would Intel benefit?
1:24:38 Intel in 2022 – Where do they stand? Where will they go?
1:31:10 AMD in 2022 – What do they need to focus on moving forward?
1:36:02 NVIDIA’s Future – Will RDNA 4 be a major problem for them?
1:44:27 Angstroms, 3D Stacking, TSMC 3nm
1:53:36 Dealing with YouTube Drama

Check out Asianometry: https://youtu.be/TRZqE6H-dww
Video on Russia’s current node tech: https://youtu.be/N_4R4X7AWtU
Video on China’s current x86 Processors: https://youtu.be/zd6iZFPiCFQ
Rise of Nvidia: https://youtu.be/TRZqE6H-dww
Jason Fields from Angry Planet Episode: https://youtu.be/sOeoLrDa0fA
Government Engineer Episode: https://youtu.be/a1wTGgdAVGw
Tech Consultant Episode: https://youtu.be/faqo332WKRU
Daniel Nenni 2: https://youtu.be/w8JmHsKhP9g
Daniel Nenni 1: https://youtu.be/O4DgXtxkZNg
Perun Analysis of Sanctions’ affect on Russia: https://youtu.be/qGGwO99fQaI?t=1800
Perun Video on Chinese Military Modernization: https://youtu.be/mH5TlcMo_m4
https://twitter.com/mooreslawisdead/status/1560683482489274371
https://wccftech.com/samsung-fourth-place-matured-nodes-2021/
https://knometa.com/news/?post=china-039-s-share-of-global-wafer-capacity-continues-to-climb

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