177. Intel Foundries for Nvidia, Why Optane Failed, CXL, Lovelace GDDR7 | Eggleston

Former AMD Engineer & GlobalFoundries VP Dave Eggleston joins to discuss Memory Tech!
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0:00 Who is Dave Eggleston?
3:57 AMD vs Intel vs Nvidia - A look at the Semiconductor Landscape
20:24 Intel Foundries - What went wrong? What do they need to change?
22:30 Did GlobalFoundries make the right decision cancelling 7nm?
30:55 Intel & AMD Earnings – How were they? What’s the biggest Pitfalls they face?
36:23 Do node shrinks bring us faster memory every couple years?
41:14 Why did Optane Fail? What will replace it?
59:47 AMD Siena for Budget Threadripper, CXL for Consumers
1:12:27 CXL for Gaming – How can a third tier of memory save us money?
1:15:03 NVMe Gen 5 SSDs - Will gamers benefit? Do we need DDR6 or PCIe 6.0?
1:22:34 Liquid-Cooled Servers, Lovelace GDDR7
1:28:48 Advice for young Engineers

LinkedIn: https://www.linkedin.com/in/deggleston/
Previous Broken Silicon with Dave: https://youtu.be/mCxHcvtpfAk
MLID Siena and Zen 4c Leak: https://youtu.be/qeGrAz5Xc9M
https://www.igorslab.de/en/adapter-of-the-gray-analyzed-nvidias-brand-hot-12vhpwr-adapter-with-built-in-breakpoint/
https://d1io3yog0oux5.cloudfront.net/_2b116bffa4ca8890f09df4510f3c972f/intel/db/887/8873/earnings_release/Q3+22_EarningsRelease.pdf
https://ir.amd.com/news-events/press-releases/detail/1093/amd-announces-preliminary-third-quarter-2022-financial
https://finance.yahoo.com/news/intel-cuts-annual-revenue-forecast-200546393.html
https://www.amazon.com/Best-Sellers-Computer-CPU-Processors/zgbs/pc/229189
https://www.tomshardware.com/news/amd-working-to-bring-cxl-technology-to-consumer-cpus
https://www.intc.com/