119. Silicon Shortages, Nvidia ARM Acquisition, Intel v TSMC v Samsung | Daniel Nenni

Broken Silicon

Daniel Nenni literally wrote the book on silicon manufacturing and how the fab business evolved over the past 50 years. There's really no one better to discuss the causes...and hopefully end of the current silicon shortages. We also discuss Nvidia buying ARM, and Intel's ability to catch up to AMD and TSMC. 0:00 Who is Daniel Nenni? What is his background? 3:50 Have there been semiconductor shortages like this before? Will it crash? 10:20 Is the silicon shortage overblown? What caused the silicon shortage? 20:30 When will the shortage end? 27:23 AMD's Rising Competitiveness & Influence 34:40 Will the Nvidia-ARM Deal Go through? What about AMD-Xilinx? 44:50 Will TSMC buy AMD? Why did Nvidia use Samsung for Ampere? 53:05 TSMC vs Samsung vs Intel vs GlobalFoundries over the next 10 Years 59:20 Will Intel obtain "Unquestioned Leadership" by 2025? 1:16:40 How do you predict IPC years before an architecture launches? 1:23:50 Monolithic vs Chiplet Designs, 4nm iPhone 1:31:45 When will we move past Silicon? 1:35:35 What is going on with IBM 2nm? 1:39:50 When will Automotive Shortages end? Will they trickle down to other components? Previous Daniel Episode: https://youtu.be/O4DgXtxkZNg LinkedIn: https://www.linkedin.com/in/danielnenni/ Twitter: https://twitter.com/DanielNenni Daniel’s Book: https://www.amazon.com/Fabless-Transformation-Semiconductor-Daniel-Nenni-ebook/dp/B00JT1NZF8 Daniel’s Website: https://semiwiki.com/ https://www.digitimes.com/news/a20210503PD216.html Unquestioned Leadership: https://abc17news.com/money/2021/01/22/incoming-ceo-wants-intel-to-again-be-the-unquestioned-leader-in-industry/ Intel wants to be “a leader” in 2025: https://venturebeat.com/2021/07/26/intel-aims-to-regain-chip-manufacturing-leadership-by-2025/ MLID Leadership Analysis Video: https://youtu.be/0udMIkdEkFo