Broken Silicon 63: Nvidia GA102’s Node, Intel’s Future, AMD’s Fabless Advantage| SemiWiki Founder Daniel Nenni (Patreon)

The founder of SemiWiki.com joins Tom to discuss everything Silicon and Fabs. Will Intel go fabless? Can Nvidia use multiple nodes for Ampere? Can anyone challenge TSMC? Where do we go after 3nm?

0:00 Silicon Valley in the 1980’s

7:50 “Real Men have Fabs!”

11:00 Fabs Overseas

16:10 Comparing “Big Silicon” to “Big Pharma”

28:40 The advantageous of going fabless

44:10 The long 28nm Era, Nvidia’s Blame Game, The rise of TSMC

57:00 Could Nvidia Ampere GA102 be on both Samsung & TSMC?

1:15:00 AMD’s decision to go fabless, and will Intel follow?

1:22:50 The future of Global Foundries & TSMC

1:38:40 US-China Tradewar, and its affect on TSMC

1:53:00 How bad is it inside Intel?, 3nm & Beyond

2:05:00 Graphene and After Silicon

2:12:00 Will Nvidia Buy ARM, RISC-V