Broken Silicon

We discuss Sony x AMD Project Amethyst, RDNA 4, RTX 5000, and next-gen CPUs! [SPON: Use "brokensilicon“ at CDKeyOffer’s Christmas Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Save BIG on the MinisForum BD795i & BD790i SE Motherboards: https://shrsl.com/4sgrf ] ***RECORDED 12/20/2024*** 0:00 PS5 Pro Sales Update, Sony buying 10% of Kadokawa 10:08 Project Amethyst for PS6 & RADEON 15:45 DRAM Companies are starting to bet on AMD over Intel 18:25 Intel terminates x86S 19:49 What we’re looking forward to in 2025 23:47 Nintendo Switch 2 29:42 PC Handhelds in 2025, ChromeOS vs Windows 33:32 What will happen to XBOX & Game Pass in 2025? 35:24 Nvidia entering Laptop CPU 40:38 RTX 5000 Series 46:06 AMD RDNA 4 54:45 DLSS vs FSR in 2025 58:15 AMD Krackan, R9 9950X3D, R5 9600 1:02:58 AMD Zen 6 1:05:30 Zen 5 Threadripper, ARL mobile, Panther Lake 1:10:54 Bartlett Lake - Should gamers be excited for ADL+++? 1:14:47 Final Thoughts on 2025 https://x.com/CultureCrave/status/1869667605268816256 https://www.techspot.com/news/106024-initial-playstation-5-pro-sales-promising-despite-console.html https://www.tomshardware.com/pc-components/cpus/intel-doesnt-plan-to-bring-3d-v-cache-like-tech-to-consumer-cpus-for-now-next-gen-clearwater-forest-xeon-cpus-will-feature-local-cache-in-the-base-tile-akin-to-amds-3d-v-cache https://www.tomshardware.com/pc-components/cpus/intel-terminates-x86s-initiative-unilateral-quest-to-de-bloat-x86-instruction-set-comes-to-an-end https://videocardz.com/newz/lexar-unveils-ultra-low-latency-ddr5-6000-cl26-expo-memory-ideal-for-9800x3d https://videocardz.com/newz/amd-ryzen-5-9600-non-x-sku-reportedly-launches-late-january https://wccftech.com/nintendo-switch-2-dock-4k-30-fps-only/ https://www.theverge.com/2024/12/18/24324317/amd-playstation-ai-work-better-graphics-project-amethyst https://www.hardwareluxx.de/index.php/news/hardware/grafikkarten/65128-geforce-rtx-50-serie-inno3d-spricht-von-neural-rendering-f%C3%A4higkeiten.html https://wccftech.com/amd-krackan-point-8-core-cpu-benchmarked-on-passmark/

Dawid joins to discuss the highlights (and lowlights) of 2024, and what we’re excited for in 2025. [SPON: Use "brokensilicon“ at CDKeyOffer’s Christmas Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Check out the MinisForum EliteMini AI370 powered by Zen 5 Strix: https://shareasale.com/r.cfm?b=1620564&u=3766867&m=101288&urllink=store%2Eminisforum%2Ecom%2Fproducts%2Felitemini%2Dai370%3Fgad%5Fsource%3D1%26gclid%3DCjwKCAiAmfq6BhAsEiwAX1jsZ0HqY2876HbsMw9zx%2DymLrGg0Tyw1%2D2hgF6vDC7ny976hTHVh4HPMBoCRpAQAvD%5FBwE&afftrack= ] ***RECORDED 12/15/2024*** 0:00 RTX 4010, 3070M, Vertical Gaming Mice (Intro) 11:05 Was Nvidia SUPER a success? What is a “midrange” GPU? 23.39 Was PlayStation 5 Pro a success? 33:51 Should the PS Handheld be a mini PS6 or PS5? 42:09 Nintendo Switch 2 47:29 Nvidia RTX 5060 8/12GB, AMD Zen 6 Medusa 54:44 Nvidia making CPUs! 1:02:01 Our Favorite Lovelace & RDNA 3 GPUs 1:07:32 AMD RDNA 4 vs RTX 5000 1:11:35 Thoughts on Intel's Situation 1:16:41 AMD Zen 5 - From Rags to Riches 1:22:09 Best Products of 2024 1:24:22 Valve’s upcoming Steam Machine Consoles 1:39:53 Why we're optimistic for 2025 Last Time Dawid was on: https://youtu.be/SulVF2k-V9g?si=N0ZSdRDQlY_vsJGr RTX SUPER Pricing Leak: https://youtu.be/27mT_Am9NUo?si=7yCJoq8J-7vEQ6_n RTX 4070 SUPER Sales Analysis: https://youtu.be/Oz7G2RjIjj4?si=rZYUYRp25OTeiS1q BMG Laptop Cancelled Leak: https://youtu.be/hJJJLQZD_vA?si=No8uCjSa5ipEVTo3 PlayStation Handheld Leak: https://youtu.be/A0s0Usfg__g?si=7HCpAHCFEHMUcPCv Switch 2 Leak: https://youtu.be/SibxVnw3LwY?si=bFM79xc5aOW3TGl1 Zen 7 Prometheus: https://youtu.be/cv3k_LP1cr4?si=GAillp1_GUjEwxwS Strix Halo Low-Power Leak: https://youtu.be/5tah4ALPgOk?si=tbWWWxfEw_cXYpZE RTX 5080 / 5090 Laptop Leak: https://youtu.be/I_2I5K5r5jE?si=NTy6TiocF9tTRnVd RTX 5090 24GB Laptop Leak: https://youtu.be/Gy4HAJdjeRA?si=OvrfLnpH8We86vxX Pictures of RTX 5080 Die: https://youtu.be/V_UHVWcfeTg?si=oNdvDLg1Yuk9yQQ7 Blackwell Pricing Leak: https://youtu.be/EbEPwJvtA5M?si=C89U2iaoPVSf0Co5 AMD's ARM Sound Wave APU Leak: https://youtu.be/u19FZQ1ZBYc?si=gjwsH94qvjCkd9WN Third (fourth?!) Zen 5 IPC Leak: https://youtu.be/SeEBPbehttY?si=xadfctMJVhZ7MVrg Zen 5 Pricing Leak: https://youtu.be/ytH3MzK0on8?si=6_4UZMgeqsCzum49 Early Zen 6 Medusa Leak: https://youtu.be/oUv4US_FAjM?si=VcCfA0uFGpnrxU_n Recent Zen 6 Medusa Point Leak: https://youtu.be/h5dDn8nzvAw?si=l5saDjjik0JUXMKr Strix Halo Picture Leak: https://youtu.be/pZjqzQVc-So?si=pVVF84VRBnu1RC2p RPL Ring Bus Flaw: https://youtu.be/ZFE4q35buKs?si=Jv1idvxD9zMRd2cG Dev Interview Regarding RPL Flaws: https://youtu.be/rkVSgix0L38?si=P0YFHUJm0eJhI8un Zen 5 Launch Analysis: https://youtu.be/5Z1-FNBMw0w?si=-D-m_BjycWVwbm5t Arrow Lake Analysis: https://youtu.be/PKUXU1gewco?si=vAHcvgfVZ-afexhn 40-Core Arrow Lake Cancelled: https://youtu.be/yzimFlRJbAM?si=7TpgYJGeJgDYG39D Beast Lake Cancelled: https://youtu.be/yzimFlRJbAM?si=Lt7xi_Wq_l14v9x9 Intel Griffin Cove Leaked: https://youtu.be/G0bDB2AkHvE?si=TEMV8eDbPszB8iWC PS5 Pro Review Podcast: https://youtu.be/JyTRoMXngRk?si=Oz3wS5BW8dh1YAS4

We discuss upcoming RTX 5000 launches, the future of ARC, and Zen 5 / 6 CPUs! [SPON: Check out ALL Microsoft Surfaces: https://micro.center/s5c8 ] [SPON: Santa Clara Location coming SOON: https://micro.center/sdq0 ] [SPON: Shop Racing and Flight Sim Bundles: https://micro.center/rbqy ] [SPON: Shop Micro Center Holiday Savings: https://micro.center/t7iv ] 0:00 Slow News Holiday, New Jersey Drones, Console Laptops (Intro Banter) 3:56 Virtual Link, Intel & CHIPS (Corrections) 10:58 Nvidia RTX 5070 Ti 16GB, Blackwell Pricing 19:29 Pat Gelsinger “Retired” from Intel – Was he to blame? 26:29 Could Intel bounce back in a few years? 31:42 B580 12GB Reviewed & “Launched” 50:45 Intel Celestial, ARC Chiplets, B770 57:47 NEW Arrow Lake firmware offers little to no Performance Gains 1:02:45 AMD Zen 5 Krackan Performance & Specs Leaked 1:08:19 Will Krackan have a Zen 6 successor? 1:11:04 Valve is working on Steam Machines again! 1:14:42 Nintendo Switch 2 Pictured 1:18:09 Strix Latency, Intel Falcon Shores, Qualcomm Returns, GTA 6 (Wrap-up) 1:23:16 8K 144Hz Monitors, The Real Ultra Enthusiasts (Final RM) https://www.techpowerup.com/329873/nvidia-geforce-rtx-5070-ti-leak-tips-more-vram-cores-and-power-draw https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/ https://www.techspot.com/review/2935-intel-arc-b580/ https://www.techpowerup.com/review/intel-arc-b580/ https://www.pcworld.com/article/2553897/intel-arc-b580-review.html https://www.youtube.com/watch?v=599O7Q4BfaI&ab_channel=KitGuruTech https://x.com/GPUsAreMagic/status/1867311371848650856 https://youtu.be/1PDiFr0UhtQ?si=PY9qhjNxnKta77GO HWU Tim talking with Intel’s Tom Peterson https://www.tomshardware.com/pc-components/cpus/intels-latest-arrow-lake-cpu-firmware-reportedly-offers-little-to-no-performance-gains-users-test-the-microcode-ahead-of-launch-on-the-asrock-z890-taichi-ocf https://www.tomshardware.com/pc-components/cpus/cyberpunk-2077-update-2-2-reportedly-improves-arrow-lake-performance-by-up-to-33-percent-theoretically-matching-the-ryzen-7-7800x3d https://www.pcgamesn.com/intel/cyberpunk-2077-arrow-lake-benchmarks https://videocardz.com/newz/cyberpunk-2077-2-0-patch-to-increase-8-core-cpu-utilization-to-90-mods-for-ryzen-smt-no-longer-needed https://videocardz.com/newz/acer-swift-laptop-to-feature-8-core-ryzen-ai-7-350-amd-krackan-processor-faster-than-ryzen-7-8845hs https://browser.geekbench.com/v6/cpu/9384066 https://www.techspot.com/news/105892-valve-may-ready-revive-steam-machines-project-fremont.html https://x.com/SadlyItsBradley/status/1864960198760100115 https://x.com/SadlyItsBradley/status/1864960200924450934 https://www.techspot.com/news/105849-powered-steamos-valve-linux-gaming-os-prepares-expand.html https://www.theverge.com/2024/12/13/24320477/lenovo-legion-go-s-steamos-handheld-gaming-pc-rumors https://wccftech.com/nintendo-switch-2-joy-con-pictures/ https://www.bilibili.com/video/BV19GzdYSEhe/?spm_id_from=333.999.0.0 https://videocardz.com/newz/nintendo-switch-2-design-revealed-by-case-manufacturers https://x.com/deckwizardyt/status/1868098994963910865 https://wccftech.com/amd-finally-finds-fixes-for-improving-inter-core-latency-on-strix-point-apus/ https://www.techspot.com/news/105914-time-names-amd-boss-lisa-su-ceo-year.html https://time.com/7200909/ceo-of-the-year-2024-lisa-su/ https://www.techpowerup.com/329828/intel-co-ceo-dampens-expectations-for-first-gen-falcon-shores-gpu https://www.techspot.com/news/105962-intel-claims-retailers-facing-high-return-rates-snapdragon.html

A semiconductor industry veteran & SemiWiki.com founder joins to discuss Intel’s implosion. [SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Use “brokensilicon” to get $30 OFF the Minisforum eGPU Dock: https://shrsl.com/4s15r ] 0:00 Introducing Industry Veteran Daniel Nenni 3:18 What ultimately led to Intel's downfall? 11:29 Is SAMSUNG a Trailing Edge Foundry in 2025? 13:52 Are we about to deal with an OVERSUPPLY of silicon? 29:13 Why was Pat Gelsinger fired from Intel? 38:08 Will Intel Foundries ever be cost competitive? 41:28 Who could realistically buy Intel? 47:20 (NEW LEAK) Intel Battlemage B580 Prelaunch Performance 54:20 Chips Act Funding, Onshoring Manufacturing, 2025 Tariffs 1:05:34 Could an AMD x Intel merger happen? 1:10:39 What actions need to be taken to save Intel? 1:16:14 Nvidia entering CPU w/ ARM APUs for Laptop 1:22:04 ARM Discrete GPUs are (likely) Coming! 1:25:59 Is (Broken) Windows in danger of losing its monopoly? 1:29:51 AMD Sound Wave 1:38:09 AMD RDNA 4 & UDNA Last time Daniel was on: https://youtu.be/w-49jKCGE5E?si=GuEtWOIhPS1wgTg7 SemiWiki: https://semiwiki.com/ Daniel Nenni’s Book “Fabless”: https://amzn.to/3OQ41Wt Daniel Nenni's Podcast: https://semiwiki.com/podcast/ MLID Nvidia APU Leak: https://www.youtube.com/live/8bfS0fcyXpg?si=JquDQvKPpwk6DRBB&t=87 https://www.techpowerup.com/review/intel-arc-b580-battlemage-unboxing-preview/5.html https://youtu.be/HhmloI9Kcs8?si=bKYTLLVFevyiZ9eH https://www.tomshardware.com/pc-components/gpus/intel-announces-the-arc-b580-and-arc-b570-gpus https://www.techpowerup.com/gpu-specs/arc-a770.c3914 https://www.reuters.com/technology/intels-interim-co-ceo-zinsner-says-new-chief-executive-will-have-foundry-2024-12-04/ https://youtu.be/v1fEpWy9B0c?si=Rh5lkdBK-4kDBUjy https://www.techspot.com/review/2812-amd-radeon-7900-gre-retest/ https://youtu.be/HT8UmPrQYvk?si=B4Yu-ApyaVMfnB2U https://www.tomshardware.com/pc-components/gpus/intels-b570-b580-battlemage-and-amd-navi-44-rdna-4-gpus-reportedly-keep-pace-with-the-rtx-4060-ti-amd-and-intel-vie-to-capture-the-budget-gpu-market https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/ https://www.techspot.com/review/2794-amd-radeon-7600-xt/ https://www.fudzilla.com/news/graphics/42815-intel-s-nvidia-gpu-license-expires-in-march https://www.chosun.com/english/industry-en/2024/11/01/UM2QF46ZSZG4PJATKVNRZ5PIOI/