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
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LINKS!!!!!!:
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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/
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