63. Nvidia GA102, Intel’s Future, Fabless AMD, TSMC | SemiWiki Founder Daniel Nenni - podcast episode cover

63. Nvidia GA102, Intel’s Future, Fabless AMD, TSMC | SemiWiki Founder Daniel Nenni

Aug 27, 20202 hr 28 minEp. 63
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Episode description

The founder of SemiWiki.com joins Tom to discuss everything Silicon. Will Intel go fabless? Can Nvidia use multiple nodes for Ampere? Can anyone challenge TSMC? What's after 3nm?
[SPONSOR: www.cdkoffers.com]
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0:00 Silicon Valley in the 1980’s
8:00 “Real Men have Fabs!”
11:11 Fabs Overseas
16:20 Comparing “Big Silicon” to “Big Pharma”
28:50 The advantageous of going fabless
44:20 The long 28nm Era, Nvidia’s Blame Game, The rise of TSMC
57:11 Could Nvidia Ampere GA102 be on both Samsung & TSMC?
1:16:24 AMD’s decision to go fabless, and will Intel follow?
1:24:10 The future of Global Foundries & TSMC
1:40:00 US-China Tradewar, and its affect on TSMC
1:55:00 How bad is it inside Intel?, 3nm & Beyond
2:07:00 Graphene and After Silicon
2:14:00 Will Nvidia Buy ARM, RISC-V

https://semiwiki.com/
https://www.intc.com/investor-relations/events-and-presentations/events-calendar/default.aspx
https://www.linkedin.com/pulse/free-copy-fabless-transformation-semiconductor-industry-daniel-nenni-1/
https://fortune.com/2020/08/10/us-china-trade-war-semiconductors-chips-tsmc-chipmakers/
https://www.amazon.com/gp/product/1497525047?pf_rd_r=RBRSYACRNX0FH74YC2E1&pf_rd_p=edaba0ee-c2fe-4124-9f5d-b31d6b1bfbee

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63. Nvidia GA102, Intel’s Future, Fabless AMD, TSMC | SemiWiki Founder Daniel Nenni | Broken Silicon podcast - Listen or read transcript on Metacast