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

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] 25% software discount code: brokensilicon 3% discount code for everything: dieshrink Win10 pro oem key 13$: https://bit.ly/2Wdfghh Win10 Home oem key 11$: https://bit.ly/3dsbSFi Win10 pro oem key FOR 2PC 20$: https://bit.ly/36DFHAB Office 2019 key 29$: https://bit.ly/2WdfBAz Win10 pro oem+Office 2019 41$: https://bit.ly/3ea83Vo 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