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?
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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

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/
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