A semiconductor industry veteran & SemiWiki.com founder joins to discuss Intel’s implosion.
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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
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LINKS!!!!!!:
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/
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Pet peeve: Airpods have the worst microphones, they make you sound like you’re speaking through an empty beer can.
Oh man Daniel Nenni again.
I've been following this channel for a long while along with so many other tech channels. I'm now trying to get a masters degree for semicon architecture design or semicon packaging. Tom, MLID team and guests, you've all changed my life. Thank you.
Hopefully in 20 to 30 years, I'll be just like Daniel Nenni or even Jim Keller in the industry 😅
Why can’t nvidia make x86 CPU’s ?
Other companies like Apple, NVidia, Google, etc. can fill a space left by Intel, but all of them won't be manufacturing their own products. So you are back to the long discussion about one foundry's dominance.
I own Intel stock and we voted for board members after Pat was named CEO. We voted for members that would fire Pat Gelsinger and they did.
Delays in production at AZ fab. Reported to Ohio that the operation will employ 70 individuals while internal reports are 3000 employees. 46 people hurt at AZ site due to poor management oversight. He took the free coffee and tea for employees away but it gets worse. Pat cut the annual stock bonuses for employees and that makes up a large portion of their pay. I am currently at a 50% loss on my Intel and it is running at like $20 a share. He thought it was necessary to refrain from giving employees, what pat caused to become, "penny stocks".
He was lucky they walked him out for free. I would have docked his pay to cover the cost of the escort.
Now i wonder whether intel wouldn't be better of licencing their manufacturing procesess (like the 2nd newest ones) to smaller fabs like gf instead of trying to do everything themselves
Not gonna lie, he started to sound like the 'I am advocating for policies for my grandchildren and bringing down the national debt' old timer real quick lol. I kind of found some of the economic takes a little contradictory. It's always austerity politics until it's in a sector someone is in or believes in. Maybe I read that wrong, but that was the vibe I was getting. That said, dude's a wealth of knowledge on the semi conductor industry though. I mean just look at the CHIPS Act. 187 Republicans voted against that vs 24 Republicans who voted for it. In the Senate, Republicans voted 17-32, opposing the CHIPS Act. It was bipartisan but was overwhelmingly opposed by Republicans. That's just a fact. Without getting into politics or even determining whether passing that was a good thing or not, it doesn't change the fact that there was a political party that was objectively for and objectively against passing that.
Then the portrayal of Elon as some competent figure after making the worst unforced errors and mistakes I have ever seen in the private sector in my entire life was pretty funny.
1:07:00 merging AMD and Intel would make no sense, for the simple reason that if AMD exists in the x86 market it is precisely in the case where Intel disappears… if AMD no longer exists with the x64 and is replaced by ARM (let's imagine, no need to be probable), it would be disastrous, so I think there is very little chance, it is possible but I see more another company merging with Intel than AMD, it would not be beneficial for competition
People don't realize what a garbage CEO BK was. If anyone is responsible for intel's predicament its him.
I'm from Australia my opinion is that Intel should be kept in American hands it's an important company it shouldn't be owned by a foreign company if it was ever to be sold or merged keep it in American hands
Man looks like a grandad, speaks WISDOM
china is rapidly making progress in chip making, no chance to be competitive in the future not in chipdesign nor in foundry business
🤣🤣😆😆INTEL hasn't even released drivers yet.
I think pat just fasted and prayed and thought that was enough 🤷♀️
You shouldnt be critical to Pat Gelsinger, thats what intel needed to be 2015 and even at this current stage but more like lisa su 2.0.
I think with a strong economy Pat would have succeded.
What, would you have done a better job with the mess they left him with?
You talk a lot of savings, but you need to invovate and stick with what works and discard that doesnt
Tom seems to be biased against ARC. The B580 has 20 billion transistors while the 4070 Ti has 36 billion transistors, yet Tom says that the B580 uses more transistors. Intel has caught Nvidia in per transistor performance with the B580. Where the B580 does not do well is die area. Their layout is likely incredibly conservative, which made the wafer big and was needed as they learn to do things, but that can be improved in the next generation, just like how they improved per transistor performance this generation.
Excellent episode. Thanks.
"windows 10 doesn't work" another one with skill issues lol, weird for someone who worked with pcs his whole life
Great video! My gaming computer runs on Linux Mint. No need to use the terminal anymore! just install steam and that's it, drivers included! I was pissed off by Windows with Onedrive and Windows 12 will spy us even more…
Err opinion of this guest is highly suspect , all of it just reads like Intel's extended PR speak. He agrees the strategy hasn't work yet he wants CHIPS act 2 to prop up terribly run companies like Intel. The tax payer money should NOT be going to incompetent management at Intel that includes some Ls in the board. You cant just prop up losers with more tax payer money without a concrete plan to gut the company and build it back up with a clear goal and far leaner opex. The amount of funds top level management are eating from these tax payer funded moneis, the golden parachute deals with people like Pat, unwarranted bonuses in times of crisis are just unacceptable. If another American company is ready to acquire Intel's most valuable asset which is the the process research & development + manfiuacting then the Intel asic IP design teams can be thrown in the bin. Don't make it sound like Intel's design division is vital to American security, AMD already does that for x86 and Nvidia, Qualcomm and host of other smaller companies cover other ISAs including ARM. Only the Intel fabs are worth saving with a full division wide restricting the rest of it just junk today. Plain junk. The entire Penang for example site can be closed down, they only do industry standard IPs 90% of the time stuff that other competitors already provide as cheaper alternatives.
1:02 Right! Let's go full Boeing with Intel, it always works so well!
I appreciate the detail Daniel brings to the convo but the problem with pat wasn't even that he's "all of the above". The problem was that under his watch, he wasted between 20-50 billion on stock buybacks and dividend payments. If he hadn't allowed that, the company probably could've done a lot more even with the rotten management.
I wouldn’t be surprised if Apple bought intel fabs
What happened to Xeon Phi? Did Ponte Vecchio and Gaudi flop that hard for AI and HPC?
Hahaha, he "thinks" AMD's graphics chips are better than Intel's. wow.
Intel isn't ever going to be able to transition to full-on foundry as long as their in-house chip design is competing directly with their customers.
The only way someone like AMD is going to consider Intel to fab their chips is when Intel design is a separate company from Intel fabs.
And the only way Intel Fabs can survive is by filling up the fabs.
4070 ti costs 3x b580…. way to miss the point. This channel is really going downhill.
Aw man the content is great, but the audio quality is unbearable
Love it when Daniel is on I think he needs to be a biannual guest.
Specs of a chip DO matter –the number of cores and size of cache are important to some buyers. The size of the die and the transistor count are moot to almost everyone. The price of the chip that achieves the results they're seeking is the thing that matters. But another unfortunate truth in play here is that gaming PC buyers and builders are more focused on the color of the box than actual performance. Bottom line: Gamers buy Nvidia because reviewers push ray tracing and DLSS.
Great episode and some interesting conversations. Hope to see Daniel back again soon, as well as the other Daniel, ha!
Thanks for the analysis! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
USA is screwed if intel fab fails.
I am always impressed by some of your guests. Some real industry heavyweights! Maybe someday you will get Lisa on the show.
so TSMC is using all of intel ideas. how is intel not getting paid for it? is it not patented?
ill move to linux as son as valve releases it for all pcs and handhelds
who can i hire to have a PCB (AMD AM4/ aM5) 4x nvme m.2 (on board Navi 21/31 dGPU) So-Dimm /or Desktop DDR4/DDR5 (which is cheaper ill go with) with external Power brick of 300Watts
CPU X3D @ 65-95W TDP max(maybe unlockable to 120w TDP and on board Big Navi GPU ASIC @ 200-250 Watts TDP ( or total Board Power ) (as if on board dGPU was a ad in board or not) directly wired to x8 PCie gen4 ( or x16 with Bifurcation to x8 + x4 x4 (for if you use the 3rd and or both 3rd and 4th m.2 NVMe Gen4/5 x4 slots// and ALC 1220-VB HD audio codec..
in an Xbox one sized Box ( or just a little bigger than an Xbox Series S) 80CU -84CU RDNA 2/3 dGPU ASIC… (total power of 400-450 watts external Power brick like a xbox 360)
So early in the video, he said Global foundrys was screwed because they don't have 7nm but later claimed credit for telling them to pivot and use what they had because they were never going to get to 7 or 5nm? Sounds awfully contradictory.
Globalfoundries has a very different business model compared to the typical big fab so it is not fair to evaluate them the same way. A big part of their strategy is to take old processes optimized for VSLI and convert them into specialized RF/military/high-reliability processes (which don't really overlap with the big fabs' offerings). Their dominance in SOI processes gives them an edge in this regard. Even though these markets are smaller, niche markets, they can be quite profitable (and GF is a market leader already).
The only thing keeping me on Windows is the worse Nvidia support on Linux. Once Nvidia has parity with AMD on Linux I will fully switch.
A lot of cope regarding the Intel GPU here. I hope it will be good but it's going to still be a beta test for users anyway with a company whose GPU division future (or all divisions even) is not looking good at all seems like short term tunnel vision. Sure, good price (being sold at a probably insane deficit) but it is a bet that could cost you 250. There's no way I'd recommend it for a friend or buy it myself.
Where are the performance test numbers? No one is interested about speculations anymore
these discussions with semiwiki is mlid at its best
1:29:00 – I understand the frustration with Windows. It's packed full of ads and bloatware you don't want, they managed to fuck simple things up like SEARCH. It's impressively insane how they've managed to squander any good will they achieved with Windows 7.
That said, I'd never switch to Apple unless I had a few specific programs I knew worked well on macOS. I have very few issues with Windows that aren't my fault, and issues I do have are almost always more annoyances than functional problems. As an IT professional, switching to apple will never be an option because it will never be important in enterprise situations. Maybe once we've got full virtualization, backups, domains, and security suites/interoperability built for apple I will. Until then, not happening.
MRVL + Intel, Matt Murphy takes over.
@moore's law is dead
Not sure if this helps you but …. the red border is not a "good idea". Your videos look like "already watched" videos because of the red line of the bottom of the video.
Almost did not watch this video because of that. I'm pretty sure there are people out there not watching a video because of the "red line".
All the best to you. Thank you for your work.