Broken Silicon

343. RAM Crisis & US Security, AMD R7 9850X3D, Intel Panther Lake | Defense Engineer

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 [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

342. Nvidia RTX 5000 Supply, Ryzen 9 9950X3D2, AMD Gorgon Point, Intel Panther Lake

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 [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

341. RAM Crisis 2026 - Nvidia RTX 50 SUPER Delays, Steam Machine Price, AMD Zen 6

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 [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

340. PS6 Handheld CPU Leak, SSD Supply Shock, R7 9850X3D Benchmark, AMD FSR Redstone

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 [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

339. PS6 and RTX 6090 Delayed by Shortages? RAM Executive Explains | Dave Eggleston

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 [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.