Broken Silicon

An engineer that works in the US Defense Industry joins to discuss the challenges of 2026. [SPON: Discover Easy, Affordable, and Reliable PCB manufacturing with JLCPCB! New customers get $70 OFF, and existing customers get $33 OFF here: https://jlcpcb.com/?from=Moore2 ] [SPON: $24 Win11 Pro w/ "brokensilicon“ CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] [Support the Independent Journalism done by MLID: https://patreon.com/MooresLawIsDead ] #jlcpcb #pcbmanufacturing #6layerpcb #multilayerpcb 00:00 Problems with Tech Journalism 15:21 War Thunder Miltech Leaks 20:30 Defense Contracting and Red Tape 29:38 CHIPS Act Failures 48:29 RAM Shortages and US National Security 51:04 Leading Edge Node Importance, US Actions in Venezuela 1:03:19 What do Defense Engineers think about AI? 1:16:44 Intel vs AMD for Defense Hardware 1:22:36 AMD’s Laptop Strategy for 2026 1:34:15 Intel Panther Lake - what would make it succeed? 1:41:41 Has Uncle Sam given up on Intel? 1:47:03 Nvidia Exhaustion 1:51:12 Ryzen 7 9850X3D Strategy Last Time Guest was on: https://youtu.be/fqUn_Jdo1mg https://www.reuters.com/business/aerospace-defense/mock-house-cia-source-special-forces-us-operation-capture-maduro-2026-01-03/ https://www.rockpapershotgun.com/war-thunder-player-once-again-leaks-classified-military-documents-to-win-an-argument https://grist.org/energy/utah-mine-critical-minerals-rare-earths/ https://nypost.com/2025/12/02/us-news/usps-ev-fleet-behind-schedule-with-3b-in-taxpayer-funds-spent-and-only-612-trucks-built/ https://nypost.com/2025/12/02/us-news/usps-ev-fleet-behind-schedule-with-3b-in-taxpayer-funds-spent-and-only-612-trucks-built/ https://youtu.be/8jDUVtUA7rg?si=sHkZBQ6VsuNSKhZK Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss Nvidia throttling GPU supply, and new Ryzen and Intel Releases coming early 2026! [SPON: Discover Easy, Affordable, and Reliable PCB manufacturing with JLCPCB! New customers get $70 OFF, and existing customers get $33 OFF here: https://jlcpcb.com/?from=Moore2 ] [SPON: $24 Win11 Pro w/ "brokensilicon“ CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] #jlcpcb #pcbmanufacturing #6layerpcb #multilayerpcb RECORDED 12/21/2025 00:00 The Early MLID Era (Intro Banter) 5:35 Zen 6 Bridge Die Origins (Corrections) 7:35 hat leaks from 2025 excited us the most? 16:11 2026 Expectations 22:38 CES 2026 talk 31:18 R9 9950X3D2 and R7 9850X3D 38:26 64Mb BIOS causing Issues for X870/B850 40:32 RTX 50 SUPER, Nvidia Cutting GPU Supply, N1X 51:17 AMD Gorgon Point, Intel Panther Lake, Arrow Lake Refresh 1:02:33 Diamond Rapids, B770, Nova Lake, Lip-Bu Tan 1:21:20 RDNA 4 Refresh, Zen 6 Medusa Point, Zen 7 Grimlock Halo Performance 1:25:43 Steam Machine, Steam Frame, PSSR 2, FSR 4 for RDNA 3 1:35:51 Minimum SSD Storage, Price Crashes, XBOX Magnus 1:41:12 Happy New Year! Links: Last Time Dawid was On: https://youtu.be/qGVdD5X_Yd4 2025 CES Analysis: https://youtu.be/arXXWQImN-Y Nvidia CPU Leak: https://youtu.be/D7rR69tMAxs Legendary RX 9070 XT Performance Leak: https://youtu.be/bZ6NeSGad4I Pictures of Zen 6: https://youtu.be/jek6D3fY1X8 RTX 5090 Lacking PhysX Dev Analysis: https://youtu.be/eUY-EIclo40 RX 9070 XT Analysis: https://youtu.be/Hof2EX8Mgo4 AMD ARM Sound Wave Leak: https://youtu.be/9lEsAA6zVjo Zen 6 LP Cores Leak: https://youtu.be/CcXN9xoXwns Zen 7 3D Core Leak: https://youtu.be/dDVeH3gBOtI Zen 7 Early Specs Leak: https://youtu.be/bvHrJzB4-MQ Pictures of Nvidia’s Gaming CPU: https://youtu.be/6tASUo7UqNw RX 9080 XT ES Leak: https://youtu.be/HkUEijON-88 XBOX Ally X Analysis: https://youtu.be/cIylCjOf-FY AMD Zen 7 Desktop Core Counts Leak: https://youtu.be/w6JBCsOtFs4 PS5 Cooling Flaw: https://youtu.be/KjR1uk9LI9c Intel CEO Coverage: https://youtu.be/9l_2_xzBVzA RDNA 5 Specs Leak: https://youtu.be/uLsykckkoZU Intel Nova Lake Comprehensive Leak: https://youtu.be/sqnjiEOHx78 Zen 6 + RDNA 5 APU Shared Chiplets Leak: https://youtu.be/K0B08iCFgkk RTX 50 SUPER Leak: https://youtu.be/9ii4qrzfV5w PS6 Handheld Specs Leak: https://youtu.be/x-A3Bl2hXoQ PS6 Home Console Leak: https://youtu.be/mmAX6XFQsA8 Intel Hammer Lake w/ Nvidia iGPU Leak: https://youtu.be/h9BdITGw9pY Intel Panther Lake Comprehensive Leak: https://youtu.be/ExpNObGI124 Zen 6 Bridge Dies Leak: https://youtu.be/NPiZBmrj_Aw XBOX Magnus Next-Gen Leak: https://youtu.be/X_pjrZQDerw Zen 7 Grimlock Comprehensive Leak: https://youtu.be/B_mJQnNZl7k Steam Machine Analysis: https://youtu.be/sJI3qTb2ze8 OpenAI RAM Hoarding Leak: https://youtu.be/BORRBce5TGw OpenAI Buying Up RAM from Stores Leak: https://youtu.be/gi2InaYDTtI RAM Executive Explains Shortages: https://youtu.be/mxTj5xcd1-Y Samsung SATA SSD Cancelled Leak: https://youtu.be/qtQzR4ASkW8 PS6 Handheld Proof from Devs Leak: https://youtu.be/d6CRt9o8D4o Zen 8 Penelope & Zen 9 Nemesis Leak: https://youtu.be/dvUa5eD874E https://www.indiependent.co.uk/playstation-5-makes-up-over-half-of-all-console-sales-during-black-friday/ https://www.tomshardware.com/pc-components/gpus/physx-feature-unlocked-for-rtx-5090-with-rtx-3050-helper-to-enable-full-performance https://www.pcgamer.com/hardware/graphics-cards/in-a-surprise-change-of-heart-nvidias-brought-32-bit-physx-support-back-to-rtx-50-series-graphics-cards-though-only-for-a-select-number-of-games/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dawid joins to discuss RX 9000 vs RTX 5000, who won the console wars of 2025, and ongoing shortages. [SPON: Wondershare Recoverit AI Data Recovery FREE Trial: https://cutt.ly/ZtiZhwNe, 43% OFF: https://cutt.ly/WtiZhn63 – Recover More, Spend Less!] [SPON: Shop Micro Center's Holiday Deals: https://micro.center/2e848b ] [SPON: Check out ALL of Micro Center's Deals: https://micro.center/138101 ] [SPON: Visit Micro Center News: https://micro.center/914ea8 ] [SPON: 40% OFF Minisforum BD790i X3D and Other Products w/ “brokensilicon”: https://tidd.ly/3L6EU3v ] #recoverit #datarecovery #MacDataRecovery #RecoverFilesOnMac #RestoreMacData #MacFileRecoverySoftware #WondershareRecoveritV14 #RecoveritV14 #HowToRecoverFilesOnMac #CanYouRecoverDeletedFilesOnMac #BestMacDataRecoverySoftware #RecoverFilesAfterMacOSUpdate #RecoverFilesFromCorruptedSDCardMac #macos26 RECORDED 12/21/2025 0:00 Fun Facts about Dawid Appearances (Intro Banter) 2:47 Why Dawid switched for Mac for Work 11:49 AMD RDNA 4 vs RTX 50 Series 31:33 Is Nvidia RTX 50 SUPER Dead? 44:51 RX 9080 XT (lack of) Expectations, Nintendo Switch 2 53:51 XBOX Ally X and XBOX's Future 58:09 PlayStation 6 Handheld Excitement 1:08:26 XBOX Magnus vs Steam Machine Pricing 1:25:32 GTA VI on PS6, AMD RDNA 5 Specs 1:35:44 Zen 6 and Zen 7 Hype, Nvidia APUs 1:45:26 Intel Nova Lake through Hammer Lake Hopes 1:50:11 Shopping Advice and Hopes for 2026 2:08:04 Hopes for 2026 Links: Last Time Dawid was On: https://youtu.be/qGVdD5X_Yd4 2025 CES Analysis: https://youtu.be/arXXWQImN-Y Nvidia CPU Leak: https://youtu.be/D7rR69tMAxs Legendary RX 9070 XT Performance Leak: https://youtu.be/bZ6NeSGad4I Pictures of Zen 6: https://youtu.be/jek6D3fY1X8 RTX 5090 Lacking PhysX Dev Analysis: https://youtu.be/eUY-EIclo40 RX 9070 XT Analysis: https://youtu.be/Hof2EX8Mgo4 AMD ARM Sound Wave Leak: https://youtu.be/9lEsAA6zVjo Zen 6 LP Cores Leak: https://youtu.be/CcXN9xoXwns Zen 7 3D Core Leak: https://youtu.be/dDVeH3gBOtI Zen 7 Early Specs Leak: https://youtu.be/bvHrJzB4-MQ Pictures of Nvidia’s Gaming CPU: https://youtu.be/6tASUo7UqNw RX 9080 XT ES Leak: https://youtu.be/HkUEijON-88 XBOX Ally X Analysis: https://youtu.be/cIylCjOf-FY AMD Zen 7 Desktop Core Counts Leak: https://youtu.be/w6JBCsOtFs4 PS5 Cooling Flaw: https://youtu.be/KjR1uk9LI9c Intel CEO Coverage: https://youtu.be/9l_2_xzBVzA RDNA 5 Specs Leak: https://youtu.be/uLsykckkoZU Intel Nova Lake Comprehensive Leak: https://youtu.be/sqnjiEOHx78 Zen 6 + RDNA 5 APU Shared Chiplets Leak: https://youtu.be/K0B08iCFgkk RTX 50 SUPER Leak: https://youtu.be/9ii4qrzfV5w PS6 Handheld Specs Leak: https://youtu.be/x-A3Bl2hXoQ PS6 Home Console Leak: https://youtu.be/mmAX6XFQsA8 Intel Hammer Lake w/ Nvidia iGPU Leak: https://youtu.be/h9BdITGw9pY Intel Panther Lake Comprehensive Leak: https://youtu.be/ExpNObGI124 Zen 6 Bridge Dies Leak: https://youtu.be/NPiZBmrj_Aw XBOX Magnus Next-Gen Leak: https://youtu.be/X_pjrZQDerw Zen 7 Grimlock Comprehensive Leak: https://youtu.be/B_mJQnNZl7k Steam Machine Analysis: https://youtu.be/sJI3qTb2ze8 OpenAI RAM Hoarding Leak: https://youtu.be/BORRBce5TGw OpenAI Buying Up RAM from Stores Leak: https://youtu.be/gi2InaYDTtI RAM Executive Explains Shortages: https://youtu.be/mxTj5xcd1-Y Samsung SATA SSD Cancelled Leak: https://youtu.be/qtQzR4ASkW8 PS6 Handheld Proof from Devs Leak: https://youtu.be/d6CRt9o8D4o Zen 8 Penelope & Zen 9 Nemesis Leak: https://youtu.be/dvUa5eD874E https://www.indiependent.co.uk/playstation-5-makes-up-over-half-of-all-console-sales-during-black-friday/ https://www.tomshardware.com/pc-components/gpus/physx-feature-unlocked-for-rtx-5090-with-rtx-3050-helper-to-enable-full-performance https://www.pcgamer.com/hardware/graphics-cards/in-a-surprise-change-of-heart-nvidias-brought-32-bit-physx-support-back-to-rtx-50-series-graphics-cards-though-only-for-a-select-number-of-games/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

PS6 Specs are confirmed & we discuss 2026 shortages! [SPON: Download Filmora15 to try the AI Features I showed w/ a FREE Trial: https://bit.ly/47HkLK1 ] [SPON: 65% OFF FlexiSpot Christmas w/ chances for FREE orders! ''YTE730'' for $30 OFF E7 desks: https://bit.ly/4rSm7JL / https://bit.ly/4rTC8iA ] [SPON: $24 Win11 Pro w/ "brokensilicon“ CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] #AITextToVideo #VideoEditing #AIEditing #FilmoraV15 #VideoEditingApp #Filmora #Filmora15 #FilmoraBoost @FilmoraWondershare 0:00 Dan’s in color again! (Intro Banter) 3:18 Console vs PC Gaming - Then vs Now, AMD on Linux (Corrections) 14:06 FSR Redstone – First Reviews are in… 29:58 RDNA 4 Price Increases Confirmed for Early 2026 35:50 Will Zen 6 get multiple layers of V-cache? 39:00 Micron Kills Off Crucial – What does this mean for PC Gamers? 49:53 Samsung to Halt SATA SSD Production 59:27 Will “budget” companies make SATA SSDs? Will peripherals get cheap? 1:16:08 (NEW Leak) PS6 Handheld CPU Specs Confirmed 1:24:01 PSSR2 Set to be MASSIVE Update for PS5 Pro 1:31:30 The Game Awards – Clair Obscur CLEANS UP! 1:40:38 R7 9850X3D & Panther Lake Benchmarks, Intel’s (Corrupt?) CEO, Console Sales (Wrap-Up) 1:51:34 PS5 vs Switch 2 vs XBOX vs Nex Playground BF Sales, Black Ops 7 (Final RM) Links: https://www.techpowerup.com/review/amd-fsr-4-redstone/ https://www.techspot.com/article/3072-amd-fsr-redstone/ https://youtube.com/live/g38VR-GJp7o?feature=share https://investors.micron.com/news-releases/news-release-details/micron-announces-exit-crucial-consumer-business https://www.youtube.com/watch?v=9A-eeJP0J7c https://youtu.be/mxTj5xcd1-Y https://youtu.be/qtQzR4ASkW8 https://youtube.com/live/g38VR-GJp7o?feature=share https://www.techspot.com/news/110581-clair-obscur-expedition-33-dominates-game-awards-nine.html https://www.youtube.com/watch?v=WhQm-ExRz60 https://x.com/jukan05/status/1999717102924747092 B650 Boards Get More Production: https://www.techpowerup.com/343815/amd-supposedly-resuscitates-discontinued-b650-chipset-motivated-by-diy-cost-fluctuations 9850X3D Allegedly 5% faster than 9800X3D: https://x.com/x86deadandback/status/1997243685969506797 Panther Lake Allegedly Benchmarked: https://www.techpowerup.com/343912/upcoming-flagship-panther-lake-apu-geekbenches-above-amds-best-ryzen-ai-mobile-chip Intel’s CEO Could be Enriching Himeself: https://www.reuters.com/business/intel-pursued-deals-that-boosted-ceo-lip-bu-tans-fortune-sources-say-2025-12-10/ PS5 outsells Switch 2, XBOX Loses to Nex Playground: https://www.indiependent.co.uk/playstation-5-makes-up-over-half-of-all-console-sales-during-black-friday/ XBOX Pornhub traffic drops 69%: https://www.techspot.com/news/110562-xbox-suffers-brutal-69-drop-pornhub-traffic-playstation.html Black Ops 7 is a Disaster: https://www.techspot.com/news/110583-black-ops-7-markedly-underperforms-sales-player-count.html Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Memory and Foundry Executive explains why there are DRAM shortages, and how long they will last. [SPON: $24 Win 11 Pro w/ "brokensilicon“ at CDKeyOffer: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get 10% OFF EVERYTHING at Silver Knight PCs w/ “brokensilicon”: https://www.silverknightpcs.com/ ] 0:00 How the RAM Business Works 14:09 RAM Shortages - Who’s to blame? 24:05 History of RAM Shortages - What we can learn from the past... 28:10 Micron Killing Crucial - How will this affect gamers? 33:10 OpenAI's RAM Deals, AI Bubble Analysis 50:37 What's the Next PC Hardware Shortage? 55:33 Will PS6 and RTX 6000 Series get delayed? 1:15:48 When will the RAM Shortages End? 1:21:35 Could Intel start manufacturing RAM? 1:25:09 What will things look like in 2028? 1:29:27 DDR2 Memories, DDR6 ECC, Persistent Memory, Global Foundries Last Time Dave was on: https://youtu.be/qWbilWAOhVo?si=Sn5mXniY9vXgZ5wl Check out Dave's Career on LinkedIn: https://www.linkedin.com/in/deggleston/ https://www.nbcnews.com/business/autos/automakers-forced-cut-production-amid-global-shortage-computer-chips-n1254311 https://en.wikipedia.org/wiki/ChangXin_Memory_Technologies Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.