Broken Silicon Moore's Law Is Dead

We release NEW AMD “AI 9 100” whispers, and discuss the latest gaming hardware news!
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0:00 Wendy's a Long Girl & Tom's Studio is Cleaner (Intro Banter)
5:15 Nvidia Poised to Launch RTX 5080 early…for China…
15:50 Dell Roadmap leak confirms MLID’s Intel Leaks
27:20 Apple introduces M4
32:11 Is AMD about to copy Intel’s Ultra Stupid naming convention?
47:59 Zen 6 Core Counts Confirmed
53:32 AMD Sound Wave leaked to utilize ARM, not x86!
1:02:12 Nintendo Switch 2 Leaks CONFIRMED! (And it launches “soon”)
1:10:45 XBOX is Melting Down after Closing more Studios
1:25:46 Zen 5 Specs Confirmed, M.2 RTX 4050, Nvidia Handhelds, RTX 50 Coolers (Wrap-up)
1:30:40 Sony x Paramount, RDNA 5 using 2nm (Final RM)

https://youtu.be/w17I28lOL84
https://videocardz.com/newz/nvidia-geforce-rtx-5080-reportedly-launches-before-rtx-5090
https://videocardz.com/newz/exclusive-dell-xps-roadmap-confirms-panther-lake-laptops-in-2026-nova-lake-systems-in-2027
https://youtu.be/FrS5tJ6mfkg?si=39pF9pv9o0pEOCUE&t=916
https://videocardz.com/newz/exclusive-dell-xps-roadmap-confirms-panther-lake-laptops-in-2026-nova-lake-systems-in-2027
https://videocardz.com/press-release/apple-introduces-m4-chip-featuring-10-core-cpu-and-10-core-gpu
https://www.apple.com/newsroom/2024/05/apple-unveils-stunning-new-ipad-pro-with-m4-chip-and-apple-pencil-pro/
https://youtu.be/w17I28lOL84
https://videocardz.com/newz/amd-ryzen-ai-100-strix-point-series-rumored-to-cover-15-to-45w-range-no-h-hs-u-sub-series-planned
https://twitter.com/InstLatX64/status/1791830391025742310
https://twitter.com/mooreslawisdead/status/1792330342122352882
https://www.youtube.com/watch?v=u19FZQ1ZBYc&ab_channel=Moore%27sLawIsDead
https://twitter.com/NintendoCoLtd/status/1787736518762881197
https://www.notebookcheck.net/Nintendo-Switch-2-size-major-RAM-and-storage-spec-bump-revealed-via-company-s-shipping-records.836814.0.html
https://www.theverge.com/24151047/xbox-shuts-down-arkane-austin-tango-gameworks-microsoft
“break out hit”: https://twistedvoxel.com/microsoft-hi-fi-rush-success-reinvest-in-tango-gameworks/
Failed Sales: https://twistedvoxel.com/hi-fi-rush-failed-sales-microsoft-unhappy-state-xbox/
2M of WHICH players: https://twitter.com/bethesda/status/1630995249190371344
On Steam they only hit 6000: https://steamdb.info/app/1817230/charts/
https://twitter.com/Zari_Wari/status/1787857935126737194
https://wccftech.com/amd-confirms-epyc-9005-turin-cpu-family-up-to-192-cores-500w-tdp/
https://videocardz.com/newz/intel-n250-twin-lake-low-power-cpu-spotted-features-4-e-cores
https://twitter.com/Wario64/status/1788657018120601877
https://www.pcworld.com/article/2334860/weibu-signals-lunar-lake-handhelds-are-on-the-way.html
https://weibo.com/3219724922/OeyP1qVoa
https://videocardz.com/newz/nvidia-and-mediatek-reportedly-working-on-pc-and-gaming-handheld-socs
https://twitter.com/Palit_Global/status/1791460556651860279

The founder of SemiWiki.com joins to discus the future of Nvidia, Intel, AMD, and TSMC!
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0:00 Daniel Nenni Introduction, Semiconductor News is Mainstream
5:51 Why did Nvidia move Blackwell to 4nm? Is AMD skipping 3nm?
13:34 Intel Arrow Lake on TSMC 3nm - A mistake?
22:39 Will Intel become “Foundry First”?
29:41 Intel’s Financial Situation – Can they Survive Zen 5?
46:08 Could Nvidia buy Intel? Will AMD start acting like Nvidia?
59:15 Would Nvidia ever leave GPU for more AI profits?
1:20:14 Will AMD start using SAMSUNG? Nvidia behind in chiplet tech?
1:32:45 ARM, RISC-V, Future of Chiplets



Last Episode Daniel was on: https://youtu.be/8PVYOeHx8vA?si=rkfbDf8jX3Er3VT9
SemiWiki: https://semiwiki.com/
Daniel Nenni's Podcast: https://semiwiki.com/podcast/
https://youtu.be/FrS5tJ6mfkg?si=39pF9pv9o0pEOCUE&t=916
https://videocardz.com/newz/exclusive-dell-xps-roadmap-confirms-panther-lake-laptops-in-2026-nova-lake-systems-in-2027
https://twitter.com/mooreslawisdead/status/1790083359084777861
https://www.anandtech.com/show/20065/intel-confirms-panther-lake-on-track-for-2025-at-intel-innovation-2023
https://www.digitimes.com/news/a20240425VL204/tsmc-2nm-ai-cowos-soic-sow.html
https://www.anandtech.com/show/21370/tsmc-2nm-update-n2-in-2025-n2p-loses-bspdn-nanoflex-optimizations
https://pr.tsmc.com/english/news/3136

We discuss leaked Blackwell VRAM capacity, Zen 5 Strix Halo, and Intel’s Situation.
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0:00 Tom's back from Vegas & Dan has a Truffle Pig
7:14 RTX 5090, 5080, 5070 Ti, 5060 Laptop Configurations Leaked
20:13 RTX 5060 8GB – Impossible to recommend 8GB in 2025?
30:18 MSI backs Nvidia - An outlier, or a new trend?
40:41 Intel Baseline Bios nerfs the i9-14900K, Intel Reliability called into Question
51:35 Intel & AMD Report Q1 Earnings - Can Intel afford a war with Zen 5?
59:29 Zen 5 Strix Halo “LP” Leaked, Others Confirm the Original Leak
1:11:43 TSMC reduces 4nm costs and details 2nm performance
1:19:02 AMD Anniversary, All-X3D 16C on AM5, Sony Buying Paramount (Wrap-up)
1:31:34 1080 Ti copium, RDNA 4 Ray Tracing, Helldivers 2 requiring PSN (Final RM)


https://www.youtube.com/watch?v=I_2I5K5r5jE&t=2s&ab_channel=Moore%27sLawIsDead
https://www.youtube.com/watch?v=3qLMoDgV4qw&ab_channel=Moore%27sLawIsDead
https://twitter.com/mooreslawisdead/status/1783930198963999195
https://twitter.com/HardwareUnboxed/status/1783689694762668286
https://www.hardwareluxx.de/index.php/news/hardware/grafikkarten/63484-msi-und-amd-grafikkarten-fokus-auf-den-rtx-karten,-amd-bei-den-mainboards-von-h%C3%B6chster-relevanz.html
https://www.youtube.com/watch?v=OdF5erDRO-c&ab_channel=HardwareUnboxed
https://videocardz.com/newz/intel-issues-its-first-statement-in-response-to-13-14th-gen-core-i9-cpu-stability-issues
https://wccftech.com/gigabyte-baseline-gaming-stability-bios-option-turns-intel-14th-13th-gen-core-i9-cpus-into-core-i7-multi-thread-gaming-performance-loss/
https://wccftech.com/only-5-out-of-10-core-i9-13900k-2-out-of-10-core-i9-14900k-cpus-stable-in-auto-profile-intel-board-partners-stability-issues/
https://www.anandtech.com/show/613
https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results
https://asia.nikkei.com/Business/Technology/Intel-aims-to-deliver-chips-for-100-million-AI-PCs-by-2025
https://www.nextplatform.com/2024/05/01/amd-firing-on-all-compute-engine-cylinders/
https://videocardz.com/newz/amd-ryzen-9050-strix-halo-specs-leaked-16-zen5-cores-and-40-rdna3-5-cus-lp5x-8000-memory-and-32mb-mall-cache
https://videocardz.com/newz/amd-reaffirms-zen5-based-strix-point-apus-on-track-for-2h-2024-launch
https://www.anandtech.com/show/21370/tsmc-2nm-update-n2-in-2025-n2p-loses-bspdn-nanoflex-optimizations
https://www.anandtech.com/show/21371/tsmc-preps-lower-cost-4nm-n4c-process-for-2025
https://www.youtube.com/watch?v=oVuJQJA8nIE&ab_channel=AMD
https://www.techpowerup.com/322039/amd-celebrates-its-55th-birthday
https://www.tomshardware.com/pc-components/cpus/amds-server-cpus-arrive-on-mainstream-pc-motherboards
https://www.techpowerup.com/322060/intel-prepares-core-ultra-9-285k-core-ultra-7-265k-and-core-ultra-5-245k-arrow-lake-s-desktop-cpus
https://www.anandtech.com/show/21379/pcisig-completes-copprlink-cabling-standard-pcie-50-60-get-wired
https://www.wsj.com/business/deals/sony-apollo-make-26-billion-all-cash-offer-for-paramount-ade26ca4
https://www.techspot.com/news/102851-tiktok-faces-potential-ban-europe.html
https://www.techpowerup.com/322072/nvidia-advertises-premium-ai-pc-mocking-the-compute-capability-of-regular-ai-pcs
https://twitter.com/MorePerfectUS/status/1782844836154077274
https://www.ign.com/articles/helldivers-2-pulled-from-sale-in-177-countries-due-to-psn-linking-requirement
https://twitter.com/PlayStation/status/1787331667616829929

We leak NEW Zen 5 Strix details, discuss Intel Lunar Lake, and talk about the future of x86 handhelds.
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0:00 The Phawx Introduction, Gen Z Computer Literacy
14:05 What caused the x86 Handheld Boom? Does the Switch deserve more credit?
20:17 Minimum Specs for AAA Gaming, APU Design Discussion
35:55 AMD Strix Halo Design & Configuration Discussion
44:00 (NEW) AMD Zen 5 Strix Halo LP Leak
53:57 Benchmarks prove Hawk Point is MUCH better than Phoenix
56:12 Meteor Lake’s Failure, Lunar Lake’s Potential, MSI Claw
1:03:03 Is the x86 Handheld market a Bubble?
1:20:40 Could 5w Handhelds become common, or is 25w here to stay?
1:25:18 Gaming Tablets, Qualcomm Snapdragon X Elite, Nvidia APUs
1:45:25 Nintendo Switch 2
1:57:14 PlayStation 6 Handheld Edition, Portable XBOX

Check out The Phawx on YouTube: https://www.youtube.com/@ThePhawx
The Phawx MSI Claw Review: https://youtu.be/y6vGRHDrkQs?si=3RFbraJFNy37VIvD
MLID Minisforum V3 Hawk Point Tablet Review: https://youtu.be/ivm78Qyls3A?si=ds3qQJTlE1lD9GVb
The Phawx GPD Win Max 2 Hawk Point Review: https://youtu.be/Wj7eSaGkSfY?si=rpOOoJEWqGsccaIB
Original Strix Halo Leak from MLID: https://youtu.be/-pQEdpMCrdU?si=gvHHRyqtdrczLItf
Recent MLID Strix Update with Kraken: https://youtu.be/ekCMnmD_EzA?si=XDcThOL41pm7OojL
https://youtu.be/OdF5erDRO-c?si=kYb7yrdL-4aXtZL8
https://videocardz.com/newz/intel-issues-its-first-statement-in-response-to-13-14th-gen-core-i9-cpu-stability-issues
https://youtu.be/SibxVnw3LwY?si=FnS7IcsFMLUlNZ_f
https://www.semiaccurate.com/2024/04/24/qualcomm-is-cheating-on-their-snapdragon-x-elite-pro-benchmarks/

We leak details about Intel’s depreciating reliability, discuss TSMC 2nm expansion, and talk about Zen 6.
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0:00 Lewis Black & Podcast Habits (Intro Banter)
4:34 HDMI 2.1, Cost of Game Pass (Corrections)
7:14 Chips Act gives Billions to TSMC & SAMSUNG - Intel losing favor?
14:08 Intel Introduces Gaudi 3 AI Accelerator
27:20 Intel Reliability Called into Question
35:51 AMD Zen 6 Updates, Early Zen 7 Leak
43:25 Will Zen 6 increase core counts and launch on AM5?
50:52 Nvidia RTX 5090 & 5080 Poised for Launch 2H 2024
58:26 Sony suddenly brings Trophies to PC
1:01:02 Battlefield 2042 Ending, EK Failing, Zen 5 Confirmed, Granite Rapids (Wrap-Up)
1:06:29 Sub-75W GPUs, The State of “60 class” GPUs, 4090's Melting (Final RM)

https://www.anandtech.com/show/21337/tsmc-to-receive-6b-us-chips-act-set-to-build-2nm-fab-in-arizona
https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-tsmc-expanded#:~:text=%E2%80%9CThe%20proposed%20funding%20from%20the,TSMC%20Chairman%20Dr.%20Mark%20Liu
https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-samsung
https://videocardz.com/newz/intel-announces-gaudi3-ai-accelerator-with-128gb-hbm2e-memory-up-to-900w-tdp-on-air
https://www.anandtech.com/show/21342/intel-introduces-gaudi-3-accelerator-going-bigger-and-aiming-higher
https://youtu.be/BIkbc3eQyPg?si=wxivTQ9TOwrZX20H
https://www.theregister.com/2024/02/23/intel_core_13th_crash/
https://www.theverge.com/2024/4/9/24125036/intel-game-crash-13900k-14900k-fortnite-unreal-engine-investigation
https://www.tomshardware.com/pc-components/cpus/nvidia-blames-intel-for-gpu-vram-errors-tells-geforce-gamers-experiencing-13th-or-14th-gen-cpu-instability-to-contact-intel-support
https://youtu.be/qwyOWGHZf0o?si=jbjD-O8cxdF8bAAB
https://videocardz.com/newz/nvidia-board-partners-expect-geforce-rtx-5090-and-rtx-5080-to-launch-in-fourth-quarter
https://blog.playstation.com/2024/04/17/ghost-of-tsushima-directors-cut-pc-cross-play-and-system-requirements-revealed/
https://www.pushsquare.com/news/2024/04/battlefield-2042-support-to-end-with-season-7-as-next-game-ramps-up
https://www.youtube.com/watch?v=b73xG1HlFhY&ab_channel=GamersNexus
https://videocardz.com/newz/asus-and-msi-confirm-next-gen-amd-ryzen-cpus-support-with-latest-amd-600-motherboard-firmware
https://videocardz.com/newz/intel-xeon-6-6980p-granite-rapids-ap-cpu-to-feature-128-cores-and-500w-tdp
https://videocardz.com/newz/nvidia-sff-enthusiast-geforce-initiative-set-to-promote-smaller-graphics-cards-for-sff-pc-builders
https://www.pcworld.com/article/2278556/china-bans-intel-amd-and-microsoft-purchases-for-government-pcs.html

Jon from Asianometry joins to discuss Taiwan’s Earthquake, and the future of semiconductors.
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0:00 How did the Earthquake in Taiwan affect Jon?
7:27 Would a new World War benefit Intel?
14:45 Will China invade Taiwan? What weaknesses does TSMC have?
25:05 Is AMD's "underdog mindset" holding back their future?
39:17 Why wouldn't AMD "go for the kill" with a Zen 5 R9 9960X3D?
44:56 Zen 6, Future TSMC nodes, AMD Packaging
50:22 (Lack of) Governmental Funding for Intel, IFS vs TSMC
1:03:35 Are we sleeping on Synopsis? Intel Gaudi 3 Competitive?
1:19:30 Nvidia Blackwell, Vera Rubin, AI Dominance
1:31:25 Is Nvidia really using “chiplets” with B100?
1:43:31 Advice for people who visit Taiwan

Check out Jon's YouTube Channel: https://www.youtube.com/@Asianometry
Last time Jon was on Broken Silicon: https://youtu.be/p1m0pc5TkNw?si=kB-6J3Osh-lX3uwW
https://youtu.be/tB4q6Wp4XHc?si=bPC9SMQYgrJYGKwb
https://youtu.be/Nk-lBok9_TU?si=f8zXjdeRbhpq7_tG
https://www.anandtech.com/show/21337/tsmc-to-receive-6b-us-chips-act-set-to-build-2nm-fab-in-arizona
https://youtu.be/TbWfywgY7sk?si=4gzq6gIcRD-qodGE
https://arstechnica.com/information-technology/2024/04/intels-gaudi-3-ai-accelerator-chip-may-give-nvidias-h100-a-run-for-the-money/
https://youtu.be/dJbUB6Pfc90?si=kJboVLsZ9zSL1oZT
https://solarsme.com/best-states-for-solar-energy/#:~:text=According%20to%20Solar%20Energy%20Industries,massive%20investment%20in%20solar%20space.
https://www.rfa.org/english/news/china/kinmen-island-taiwan-tensions-03272024133330.html
https://www.economist.com/asia/2023/04/05/the-view-from-the-front-line-between-taiwan-and-china
https://www.bloomberg.com/news/articles/2024-03-12/pentagon-scraps-plan-to-spend-2-5-billion-on-intel-chip-grant