253. AMD Zen 5 / 6, Nvidia Blackwell, Taiwan Earthquake, TSMC vs Intel | Asianometry

Jon from Asianometry joins to discuss Taiwan’s Earthquake, and the future of semiconductors.
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0:00 How did the Earthquake in Taiwan affect Jon?
7:27 Would a new World War benefit Intel?
14:45 Will China invade Taiwan? What weaknesses does TSMC have?
25:05 Is AMD's "underdog mindset" holding back their future?
39:17 Why wouldn't AMD "go for the kill" with a Zen 5 R9 9960X3D?
44:56 Zen 6, Future TSMC nodes, AMD Packaging
50:22 (Lack of) Governmental Funding for Intel, IFS vs TSMC
1:03:35 Are we sleeping on Synopsis? Intel Gaudi 3 Competitive?
1:19:30 Nvidia Blackwell, Vera Rubin, AI Dominance
1:31:25 Is Nvidia really using “chiplets” with B100?
1:43:31 Advice for people who visit Taiwan

Check out Jon's YouTube Channel: https://www.youtube.com/@Asianometry
Last time Jon was on Broken Silicon: https://youtu.be/p1m0pc5TkNw?si=kB-6J3Osh-lX3uwW
https://youtu.be/tB4q6Wp4XHc?si=bPC9SMQYgrJYGKwb
https://youtu.be/Nk-lBok9_TU?si=f8zXjdeRbhpq7_tG
https://www.anandtech.com/show/21337/tsmc-to-receive-6b-us-chips-act-set-to-build-2nm-fab-in-arizona
https://youtu.be/TbWfywgY7sk?si=4gzq6gIcRD-qodGE
https://arstechnica.com/information-technology/2024/04/intels-gaudi-3-ai-accelerator-chip-may-give-nvidias-h100-a-run-for-the-money/
https://youtu.be/dJbUB6Pfc90?si=kJboVLsZ9zSL1oZT
https://solarsme.com/best-states-for-solar-energy/#:~:text=According%20to%20Solar%20Energy%20Industries,massive%20investment%20in%20solar%20space.
https://www.rfa.org/english/news/china/kinmen-island-taiwan-tensions-03272024133330.html
https://www.economist.com/asia/2023/04/05/the-view-from-the-front-line-between-taiwan-and-china
https://www.bloomberg.com/news/articles/2024-03-12/pentagon-scraps-plan-to-spend-2-5-billion-on-intel-chip-grant