203. Nvidia 3nm Delay, RX 7600 Costs, AMD’s TSMC Edge, Intel Earnings | Daniel Nenni

SemiWiki Founder Daniel Nenni joins to discuss GPU, CPU, and Semiconductor markets.
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0:00 Welcoming back Daniel Nenni
4:03 What ultimately caused the shortages? What ended them?
13:09 Bringing Silicon Manufacturing Back to the West, Chips Act
25:05 Is TSMC 3nm delaying Nvidia Blackwell?
30:45 Does Nvidia NEED to move to chiplets?
39:17 RX 7600 Manufacturing Costs
47:59 AMD's TSMC Advantage
57:58 Will Intel Foundries beat TSMC? How bad were Intel's Q1 Earnings?
1:11:44 Can Pat Gelsinger save Intel from becoming another IBM?
1:22:59 The Importance of TSMC 3nm Nodes, 2nm Pricing, AMD Design Costs
1:32:55 Impact of ML on EDA and Chip Design, Jim Keller at Atomic Semi

Check out the Semiconductor Insiders Podcast: https://semiwiki.com/podcast/
Last Time Daniel Nenni was on: https://youtu.be/w8JmHsKhP9g
https://www.amd.com/en/press-releases/press-release-2017jan31
https://ir.amd.com/news-events/press-releases/detail/1115/amd-reports-fourth-quarter-and-full-year-2022-financial
https://www.techpowerup.com/review/amd-rx-480/
https://www.adapteva.com/white-papers/silicon-cost-calculator/
https://wccftech.com/nvidia-next-gen-3nm-gpus-not-launching-until-2025-tsmc-report/
https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&Cat=40&id=0000662749_VR76FCFB51XKH38BW2VPS
https://videocardz.com/newz/nvidia-geforce-rtx-4060-ti-ad106-350-gpu-has-been-pictured
https://seekingalpha.com/article/4597564-intel-corporation-intc-q1-2023-earnings-call-transcript