RX 7600 XT 8GB, AMD Taking 50% Market Share, Intel 18A v TSMC | Server Engineer | Broken Silicon 191

We discuss RADEON Navi 33, Lovelace RTX 4060 Laptops, and the Server Engineer joins in as well!
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0:00 Last Minute Guest Change
5:03 RX 7600 XT 8GB Performance – The next RX 480?
18:06 1000w GPU Cooling
24:02 AMD Risk Aversion, Employee Counts, Intel’s Low Cost Node
39:43 Re-Introducing the Anonymous Server Engineer
45:28 Intel Xeon vs AMD EPYC Security in 2023
50:43 Can AMD take 50% Market Share by 2026?
1:00:34 Intel Margins, Per-Socket Costs
1:07:53 How long will it take for Intel to comeback?
1:13:22 Can Intel catch up to TSMC? What will the future landscape look like?
1:26:53 ARM, Nvidia Grace, Server Costs
1:37:56 AMD Datacenter Cards, Intel Xe Datacenter Cards
1:46:00 Server Owner PSAs – EPYC is Vendor Locked, Don’t Buy SMR Drives for RAID

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LINKS!!!!!!:
Last Episode with Server Engineer: https://youtu.be/sVN9LrWREBs
Latest MLID Server Leak: https://youtu.be/h20inMLeDnE
https://d1io3yog0oux5.cloudfront.net/_85c13da17096eb11e6fba92dfe5d3a5f/intel/db/887/8894/earnings_presentation/Q4%272022+Earnings+Deck_Final+PDF.pdf
https://www.forbes.com/sites/tiriasresearch/2022/07/25/intel-foundry-services-ifs-and-mediatek-strike-strategic-partnership-agreement/?sh=2ef65e541bac
https://www.notebookcheck.net/AMD-Radeon-RX-7600M-XT-GPU-Benchmarks-and-Specs.679270.0.html
https://www.notebookcheck.net/AMD-brings-RDNA-3-to-laptops-with-the-Radeon-RX-7600M-XT-Radeon-RX-7600M-Radeon-RX-7600S-and-Radeon-RX-7700S.678998.0.html#news_intro_image
https://twitter.com/Zed__Wang/status/1619350027801100289/photo/2
https://youtu.be/wwZr4kp2gnc