CDemerjian
@cdemerjian.bsky.social
Charlie Demerjian, writer for SemiAccurate and follower of tech. If you are reading this, it is really me, and yes, it is killing me to write a non-snarky profile. *SOB*
Finally got around to writing up Intel's Q2/25 financial call. Two really interesting bits, enjoy.
www.semiaccurate.com/2025/11/03/w...
www.semiaccurate.com/2025/11/03/w...
What Is Causing The Industry CPU shortage?
Intel did pretty well this last quarter but two things they said in the last quarterly call stuck out to SemiAccurate.
www.semiaccurate.com
November 3, 2025 at 4:29 PM
Finally got around to writing up Intel's Q2/25 financial call. Two really interesting bits, enjoy.
www.semiaccurate.com/2025/11/03/w...
www.semiaccurate.com/2025/11/03/w...
A big fuck you to TechPowerUp. Thanks for hurting the little guys.
October 17, 2025 at 4:12 PM
A big fuck you to TechPowerUp. Thanks for hurting the little guys.
Just posted a name of a large AI client for Intel Foundry on 18a/ap. Sorry Pro sub only.
www.semiaccurate.com/2025/10/17/i...
www.semiaccurate.com/2025/10/17/i...
Intel Foundry has a large AI client for 18a/ap
Lets put this to bed once and for all, Intel has at least one volume foundry customer for their 18a/ap process.
www.semiaccurate.com
October 17, 2025 at 1:53 PM
Just posted a name of a large AI client for Intel Foundry on 18a/ap. Sorry Pro sub only.
www.semiaccurate.com/2025/10/17/i...
www.semiaccurate.com/2025/10/17/i...
News about #AMD's #Soundwave #ARM SoC are breaking and boy am I surprised . Note the date. That said I didn't have the name so have at it trolls.
www.semiaccurate.com/2023/08/16/a...
www.semiaccurate.com/2023/08/16/a...
A new player enters the ARM laptop SoC space
This one took SemiAccurate by surprise, and it is a big development.
www.semiaccurate.com
October 13, 2025 at 6:19 PM
News about #AMD's #Soundwave #ARM SoC are breaking and boy am I surprised . Note the date. That said I didn't have the name so have at it trolls.
www.semiaccurate.com/2023/08/16/a...
www.semiaccurate.com/2023/08/16/a...
Last week, #AMD just shattered #Nvidia's AI dominance. Did you notice? I did. Sorry this one is Pro sub only, analysis.
www.semiaccurate.com/2025/10/13/a...
www.semiaccurate.com/2025/10/13/a...
AMD Just Shattered NVidia’s AI Dominance
Last week, AMD announced a deal with OpenAI that has profound consequences.
www.semiaccurate.com
October 13, 2025 at 3:37 PM
Last week, #AMD just shattered #Nvidia's AI dominance. Did you notice? I did. Sorry this one is Pro sub only, analysis.
www.semiaccurate.com/2025/10/13/a...
www.semiaccurate.com/2025/10/13/a...
Looks like #Nvidia is back to their old tricks of faking it when they can't make it. This time the GB10/N1X 'release'. The more things change....
www.semiaccurate.com/2025/10/10/n...
www.semiaccurate.com/2025/10/10/n...
Nvidia Pulls A PR Stunt For The GB10/N1X ‘Release’
The soap opera that is Nvidia’s GB10/N1X goes on with a pathetic publicity stunt.
www.semiaccurate.com
October 10, 2025 at 5:06 PM
Looks like #Nvidia is back to their old tricks of faking it when they can't make it. This time the GB10/N1X 'release'. The more things change....
www.semiaccurate.com/2025/10/10/n...
www.semiaccurate.com/2025/10/10/n...
Is #AMD really fabbing at #Intel? We got the definitive story. Really, not clickbait like the others, we got to the bottom of it!
www.semiaccurate.com/2025/10/03/i...
www.semiaccurate.com/2025/10/03/i...
Is AMD fabbing at Intel Foundry?
A few days ago, a financial note went around saying AMD is going to fab chips at Intel Foundry.
www.semiaccurate.com
October 3, 2025 at 7:38 PM
Is #AMD really fabbing at #Intel? We got the definitive story. Really, not clickbait like the others, we got to the bottom of it!
www.semiaccurate.com/2025/10/03/i...
www.semiaccurate.com/2025/10/03/i...
Remember how people laughed when I said, in 2019, that I saw a clear path to #Intel failing? I wasn't joking. Then Pat Gelsinger came in and addressed the root of the problem turning things around.
September 8, 2025 at 10:26 PM
Remember how people laughed when I said, in 2019, that I saw a clear path to #Intel failing? I wasn't joking. Then Pat Gelsinger came in and addressed the root of the problem turning things around.
Innocuous sounding statements that really aren't part 73: I guess the back of my phone is glass not plastic as I thought.
August 28, 2025 at 7:13 PM
Innocuous sounding statements that really aren't part 73: I guess the back of my phone is glass not plastic as I thought.
New story up on #ARM's Neural Super Sampling Tech. Not deep, waiting on hardware details.
www.semiaccurate.com/2025/08/12/a...
www.semiaccurate.com/2025/08/12/a...
ARM unveils GPU Neural Unit and Neural Super Sampling Tech
Today ARM is announcing it’s Neural Unit and various GPU upscaling technologies that use it.
www.semiaccurate.com
August 12, 2025 at 1:10 PM
New story up on #ARM's Neural Super Sampling Tech. Not deep, waiting on hardware details.
www.semiaccurate.com/2025/08/12/a...
www.semiaccurate.com/2025/08/12/a...
The problem with biking to Costco is that the 5 gallon pail of artificial butter flavored popcorn topping you are eyeing is NOT coming home with you. I will admit that some may see this as an advantage.
August 7, 2025 at 5:35 PM
The problem with biking to Costco is that the 5 gallon pail of artificial butter flavored popcorn topping you are eyeing is NOT coming home with you. I will admit that some may see this as an advantage.
If I were Lip-Bu, I would quit #Intel _RIGHT_ _NOW_ before people look really deeply into his dealings. It isn't worth it for him to fight this.
August 7, 2025 at 2:36 PM
If I were Lip-Bu, I would quit #Intel _RIGHT_ _NOW_ before people look really deeply into his dealings. It isn't worth it for him to fight this.
Something different on #SemiAccurate today. Stupid engineering pisses me off and #Trek is the current king of engineering idiocy. What do you think, am I being too picky here?
www.semiaccurate.com/2025/07/23/t...
www.semiaccurate.com/2025/07/23/t...
Trek Makes Stupid Engineering Decisions
SemiAccurate will depart from our usual chip reporting to bring you a take of abject engineering stupidity.
www.semiaccurate.com
July 23, 2025 at 1:42 PM
Something different on #SemiAccurate today. Stupid engineering pisses me off and #Trek is the current king of engineering idiocy. What do you think, am I being too picky here?
www.semiaccurate.com/2025/07/23/t...
www.semiaccurate.com/2025/07/23/t...
New Story up on #SemiAccurate about #Dell and karma. Idiots. Pro sub only because it is a business story.
www.semiaccurate.com/2025/07/22/d...
www.semiaccurate.com/2025/07/22/d...
Dell Excludes Intel Then Karma Bites
Sometimes when you take the money, it backfires on you, just ask Dell.
www.semiaccurate.com
July 22, 2025 at 2:01 PM
New Story up on #SemiAccurate about #Dell and karma. Idiots. Pro sub only because it is a business story.
www.semiaccurate.com/2025/07/22/d...
www.semiaccurate.com/2025/07/22/d...
If I were #trek bicycles, I would think long and hard before putting a visible logo of the company name on the pieces of shit they are selling. Nothing but problems. Fuck you trek!
July 18, 2025 at 7:39 PM
If I were #trek bicycles, I would think long and hard before putting a visible logo of the company name on the pieces of shit they are selling. Nothing but problems. Fuck you trek!
Charlie's @SemiAccurate guide to marketing episode 71: I went on a 63 mile bike ride Friday in 2 legs. The first leg was 10.41 miles and the second 10.49 miles. Using industry standard and widely accepted rounding practices, I biked 63 miles that day, rounded up. Damn I am good.
July 14, 2025 at 6:44 PM
Charlie's @SemiAccurate guide to marketing episode 71: I went on a 63 mile bike ride Friday in 2 legs. The first leg was 10.41 miles and the second 10.49 miles. Using industry standard and widely accepted rounding practices, I biked 63 miles that day, rounded up. Damn I am good.
New story up, #Nvidia's CPU dreams hit another pothole, and it is a big one. Enjoy.
www.semiaccurate.com/2025/07/14/n...
www.semiaccurate.com/2025/07/14/n...
Nvidia’s CPU dreams hit another delay
The gift that is Nvidia’s CPU soap opera just keeps on giving.
www.semiaccurate.com
July 14, 2025 at 6:35 PM
New story up, #Nvidia's CPU dreams hit another pothole, and it is a big one. Enjoy.
www.semiaccurate.com/2025/07/14/n...
www.semiaccurate.com/2025/07/14/n...
We are officially one step closer to world peace, a big step at that. Set the doomsday clock back at least 30 minutes! Why? #costco food courts just switched to coke! *Swoon*
July 11, 2025 at 5:08 PM
We are officially one step closer to world peace, a big step at that. Set the doomsday clock back at least 30 minutes! Why? #costco food courts just switched to coke! *Swoon*
OK, serious question that I have been thinking about for a while. What is a PC? Is it x86? Windows? Form factor? Screen size? Features? Discuss.
I am seriously interested in what you think. I have asked several industry heavyweights and gotten as many answers as people I asked. Your turn.
I am seriously interested in what you think. I have asked several industry heavyweights and gotten as many answers as people I asked. Your turn.
July 10, 2025 at 3:22 PM
OK, serious question that I have been thinking about for a while. What is a PC? Is it x86? Windows? Form factor? Screen size? Features? Discuss.
I am seriously interested in what you think. I have asked several industry heavyweights and gotten as many answers as people I asked. Your turn.
I am seriously interested in what you think. I have asked several industry heavyweights and gotten as many answers as people I asked. Your turn.
Oh yeah, there is some N1/N1X news I am digging in to, nothing confirmed yet but hopefully soon.
July 10, 2025 at 3:21 PM
Oh yeah, there is some N1/N1X news I am digging in to, nothing confirmed yet but hopefully soon.
Just posted two articles. Yesterday's was about GlobalFoundries buying MIPS.
www.semiaccurate.com/2025/07/09/4...
www.semiaccurate.com/2025/07/09/4...
GlobalFoundries Buys MIPS
Yesterday GlobalFoundries acquired MIPS to bolster their IP offerings.
www.semiaccurate.com
July 10, 2025 at 3:19 PM
Just posted two articles. Yesterday's was about GlobalFoundries buying MIPS.
www.semiaccurate.com/2025/07/09/4...
www.semiaccurate.com/2025/07/09/4...
Just posted my Threadripper 9000 story a little late. More stuff on that, the new Radeons, and more hopefully soon.
www.semiaccurate.com/2025/06/17/a...
www.semiaccurate.com/2025/06/17/a...
AMD Launches Threadripper 9000 and 9000 Pro
Today AMD launches the Threadripper 9000 series in desktop and workstation guises.
www.semiaccurate.com
June 17, 2025 at 6:22 PM
Just posted my Threadripper 9000 story a little late. More stuff on that, the new Radeons, and more hopefully soon.
www.semiaccurate.com/2025/06/17/a...
www.semiaccurate.com/2025/06/17/a...
Two updates to start the day. The first is a correction to my AMD story from Thursday. I got the Code name Verano wrong, Venice+1 is Florence, Verano is something for another article. :)
www.semiaccurate.com/2025/06/12/a...
www.semiaccurate.com/2025/06/12/a...
AMD Lays Out their MI350, MI400, and MI500 Roadmap
At AMD’s Advancing AI event, they laid out the roadmap for future AI GPUs and racks.
www.semiaccurate.com
June 16, 2025 at 2:53 PM
Two updates to start the day. The first is a correction to my AMD story from Thursday. I got the Code name Verano wrong, Venice+1 is Florence, Verano is something for another article. :)
www.semiaccurate.com/2025/06/12/a...
www.semiaccurate.com/2025/06/12/a...