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CDemerjian

@cdemerjian.bsky.social

1.1K followers 86 following 714 posts

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*

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CDemerjian @cdemerjian.bsky.social · 24/06/2026

Qualcomm is talking about PCs.... Ooooh

CDemerjian @cdemerjian.bsky.social · 24/06/2026

2 hyperscaler customers you say? Who could those be? :) www.semiaccurate.com/2026/06/23/w...

semiaccurate.com

Who Are The Qualcomm Enterprise Customers?

Tomorrow Qualcomm is going to have their annual Investor Day and teased several enterprise announcements.

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CDemerjian @cdemerjian.bsky.social · 24/06/2026

In the keynote, #Qualcomm keeps using the word 'open' They simply don't get it, and are actively antagonistic to the philosophy. Do I need to break out the Princess Bride quote?

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CDemerjian @cdemerjian.bsky.social · 24/06/2026

I just noticed that some people are using 'token' as a measure of hardware performance. Aaaargh. Instant mental writeoff for anyone who does that. If you need to ask why, go back to playing with your shiny things.

CDemerjian @cdemerjian.bsky.social · 24/06/2026

Listening to the #Qualcomm Investor day. They claim to be leading in PC. Isn't a functional product a prerequisite for that?

CDemerjian @cdemerjian.bsky.social · 24/06/2026

Just put up a quick one on #Phison at Computex. www.semiaccurate.com/2026/06/24/p...

semiaccurate.com

Phison Phudges The Numbers… In A Good Way

At Computex, Phison was showing off two interesting drive families.

CDemerjian @cdemerjian.bsky.social · 23/06/2026

I have another story going almost done but it might not go up until tomorrow. SSD related from Computex. Maybe today if all goes slow.

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CDemerjian @cdemerjian.bsky.social · 23/06/2026

Just put up a story that names 2 of the #Qualcomm enterprise customers, their sales pitch, and some more dirt. TLDR: They are digging a hole again, painful to watch. www.semiaccurate.com/2026/06/23/w...

semiaccurate.com

Who Are The Qualcomm Enterprise Customers?

Tomorrow Qualcomm is going to have their annual Investor Day and teased several enterprise announcements.

CDemerjian @cdemerjian.bsky.social · 19/06/2026

Another Computex story up. Innodisk makes and M.2 to dual 10GbE adapter. Two kinds actually, quite useful. www.semiaccurate.com/2026/06/19/i...

semiaccurate.com

Innodisk Adds 10GbE To Useless M.2 Slots

Innodisk has some rather nifty uses for M.2 slots that sit idle on most systems, a NIC.

CDemerjian @cdemerjian.bsky.social · 19/06/2026

Put up a quick post, #ATP makes the smallest eMMC module at 6.7x6.7mm. Seriously small for an SSD. www.semiaccurate.com/2026/06/19/a...

semiaccurate.com

ATP Makes The Smallest 64GB eMMC Module

ATP showed off a tiny eMMC package at Computex that didn’t get enough credit.

CDemerjian @cdemerjian.bsky.social · 18/06/2026

I am puzzled by the lack of anything from either Meta or Intel about the story. The silence is both deafening and curious.

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CDemerjian @cdemerjian.bsky.social · 18/06/2026

So #Apple is fabbing chips at #Intel Foundry? Remember when I told you that A YEAR AGO? www.semiaccurate.com/2025/05/12/i...

semiaccurate.com

Intel Likely Signed A New Foundry Customer

There are a lot of rumors going around about Intel Foundry customers, now SemiAccurate can confirm another one.

CDemerjian @cdemerjian.bsky.social · 17/06/2026

For those of you that don't know how the system works, allow me to shed some light on how slimy it is. This time it is about PR, the echo chamber, and 'making truth'.

CDemerjian @cdemerjian.bsky.social · 17/06/2026

Definition: Shame - That burning feeling you get when you are biking up a mild hill, shift down, and realize you are already in the lowest gear.

CDemerjian @cdemerjian.bsky.social · 17/06/2026

Who is psyched for the #Lichtenstein v #Vaticancity match today? I am PUMPED! Go FootSport!!!!1!!one!!!

CDemerjian @cdemerjian.bsky.social · 16/06/2026

So #Trump didn't actually turn the reflecting pool American Flag Blue, he made it Iranian Flag green. That is closer than many of his attempts, and we should all celebrate this with a virtual achievement medal.

CDemerjian @cdemerjian.bsky.social · 16/06/2026

The story I was hinting at a few days ago is up. It kind of blew my mind that this kind of stuff can still happen but... well read it for yourself. www.semiaccurate.com/2026/06/16/m...

semiaccurate.com

Meta, Intel, Rivos, Poaching, Startups, And IP Transfers – What Is Going On?

What happens when you have two companies, two startups, and what looks like a lot of backroom deals all come together?

CDemerjian @cdemerjian.bsky.social · 16/06/2026

Big story on the financial side tomorrow morning on #SemiAccurate. No hints.

CDemerjian @cdemerjian.bsky.social · 10/06/2026

Oh my. (Note: If true)

CDemerjian @cdemerjian.bsky.social · 04/06/2026

Wow. #supermicro would not let me in the booth without an appointment. First time in 20+ years you needed one. Ah well

CDemerjian @cdemerjian.bsky.social · 04/06/2026

WHY ARE THERE MARSHMALLOWS AND GUMMY BEARS AT THE SUSHI ISLAND OF THE BUFFET BUT NOT AT THE DESERT AREA? Why yes I am in Taipei, why do you... Oh never mind.

CDemerjian @cdemerjian.bsky.social · 01/06/2026

I am in taipei at #computex. If anyone wants to hang out or wander together, or just chat, feel free to ping me.

CDemerjian @cdemerjian.bsky.social · 01/06/2026

Just did a story about Nvidia's upcoming N1X launch at Computex. the bits they don't want out and some pricing for Microsoft's offerings. Enjoy. www.semiaccurate.com/2026/05/31/n...

semiaccurate.com

Nvidia Finally ‘Launches’ N1X/GB10 At Computex

Nvidia is launching the GB10/N1X today along with a few other goodies.

CDemerjian @cdemerjian.bsky.social · 08/05/2026

I know many people are all hyped up about Ozempic and similar drugs, but there is a better, easier, and cheaper way - Mild food poisoning. 3 out of 4 of our party can't be wrong. :)

CDemerjian @cdemerjian.bsky.social · 08/05/2026

Reports about Apple and Intel making a chipmaking deal are trickling out now. I told you guys about this OVER A YEAR AGO. It isn't just starting now, it has been in the works for at least 14 months that I know of, possibly longer.

CDemerjian @cdemerjian.bsky.social · 16/04/2026

So Gerard and Bruno left #Qualcomm to form the new Nuvia, #Nuvacore. Keep an eye on this one. www.semiaccurate.com/2026/04/16/n...

semiaccurate.com

Nuvia Founders Have A New Startup, Nuvacore

They’re Baaaaaaack! By they, SemiAccurate means two of the three co-founders of Nuvia Gerard Williams III and John Bruno.

CDemerjian @cdemerjian.bsky.social · 15/04/2026

Kargh Island sounds better when said in it's native Klingon.

CDemerjian @cdemerjian.bsky.social · 15/04/2026

The charge for 3 million followers leaps forward, only 2,999,000 or so to go. Who's with me?

CDemerjian @cdemerjian.bsky.social · 13/04/2026

If anyone has access to Benzinga Pro, can you tell me the name of the author who broke my subscription? I don't want the article, just who. Thanks.

CDemerjian @cdemerjian.bsky.social · 13/04/2026

One thing I love about this business is that when you get a big story, research and confirm it, then post it WAY out ahead of everyone else, people laugh at you.

CDemerjian @cdemerjian.bsky.social · 13/04/2026

And a big fuck you to Janet Freund at Bloomberg, way to hurt the little guys.

CDemerjian @cdemerjian.bsky.social · 13/04/2026

When using the command, "sudo reboot now", make sure you are in the right terminal window... :)

CDemerjian @cdemerjian.bsky.social · 13/04/2026

and of course the site crashed

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CDemerjian @cdemerjian.bsky.social · 13/04/2026

#Nvidia is looking to buy a large company in the PC space. If it goes through, it will change EVERYTHING. Not joking here, dead serious. www.semiaccurate.com/2026/04/13/n...

semiaccurate.com

Nvidia Is Negotiating To Buy A Large PC Oriented Company

Nvidia has been in negotiations for over a year to buy a large company and it will reshape the PC landscape.

CDemerjian @cdemerjian.bsky.social · 13/04/2026

Working on a big story now.

CDemerjian @cdemerjian.bsky.social · 08/04/2026

I learned an interesting fact last night. In Farsi, the words for 'bridge' and 'power plant' are the same word, pronounced 'taco'. I'll bet you didn't know this before i said it.

CDemerjian @cdemerjian.bsky.social · 07/04/2026

Just put up a new story about #Dell doing modular boards for their new Pro laptop line. They seem to have done the right thing for the right reason. *GASP* www.semiaccurate.com/2026/04/07/d...

semiaccurate.com

Dell Does Modular Laptop Boards Right

Dell is doing something very interesting with their new Pro 3/5/7 laptops, going modular.

CDemerjian @cdemerjian.bsky.social · 06/04/2026

#Qualcomm X2 Elite system review/benchmark embargo lifts tomorrow morning. Luckily I am not embargoed so I can say that. www.semiaccurate.com/2026/04/06/q...

semiaccurate.com

Qualcomm Snapdragon X2 Review Embargo Lifts Tomorrow Morning

On Tuesday, Qualcomm lifts the embargo for their Snapdragon X2 Elite CPUs, brace yourself.

CDemerjian @cdemerjian.bsky.social · 02/04/2026

Just wrote up Intel's SmartHDR tech. It is in production now with Panther, basically allows for a panel set to HDR mode to draw much less power when SDR content is used. www.semiaccurate.com/2026/04/02/i...

semiaccurate.com

Intel Cuts HDR OLED Panel Power with SmartHDR

One interesting feature Intel showed off at the recent vPro day was called SmartHDR display.

CDemerjian @cdemerjian.bsky.social · 01/04/2026

Second MWC story up today, more tomorrow. This one is about the first actually useful smart ring I have ever seen. Well done ASBOtech. www.semiaccurate.com/2026/04/01/a...

semiaccurate.com

ASBOtech Makes A Real-World Useful Smart Ring

At MWC this year, ASBOtech showed off what SemiAccurate considers to be the first useful wearable device.

CDemerjian @cdemerjian.bsky.social · 01/04/2026

Just posted a story on why Intel used two PCBs on Clearwater Forest. Complex packing, simple answer. www.semiaccurate.com/2026/04/01/w... More MWC stories coming later today.

semiaccurate.com

Why Does Clearwater Forest Have Two PCBs?

Intel’s Clearwater Forest CPU line has a rather unique feature, it is mounted to two PCBs.

CDemerjian @cdemerjian.bsky.social · 25/03/2026

Just put up a post on Intel's 20th anniversary vPro launch. A bit long but covers the new vPro Panther Lake CPUs, new Arc Pro GPUs, and software. www.semiaccurate.com/2026/03/25/i...

semiaccurate.com

Intel Celebrates vPro 20th Anniversary With New Hardware And Software

Intel is celebrating the 20th anniversary of the vPro launch with a few new goodies.

CDemerjian @cdemerjian.bsky.social · 28/01/2026

New Springsteen track out. Catchy. www.youtube.com/watch?v=wWKS...

Bruce Springsteen - Streets Of Minneapolis (Official Audio)

YouTube video by Bruce Springsteen

CDemerjian @cdemerjian.bsky.social · 28/01/2026

Just posted a story on the #Intel Q4/2025 analyst call. It may be viewed as me being a tad unkind to some camps. If that didn't come across well, I can expand on it here. www.semiaccurate.com/2026/01/28/i...

semiaccurate.com

Intel Is In A Serious Bind With Few Options

Last week’s Intel Q4/2025 analyst call was a disaster that has a single root cause but no solution.

CDemerjian @cdemerjian.bsky.social · 22/12/2025

Just put up a little piece, mainly a picture, of #Marvell's glass package. Pretty neato. Not deep but the first company that allowed me to take a pic, are you listening #Intel? www.semiaccurate.com/2025/12/22/m...

semiaccurate.com

Marvell Shows Off Advanced Glass Packaging

Marvell was showing off their packaging prowess at the most recent Analyst Day.

CDemerjian @cdemerjian.bsky.social · 18/12/2025

Just put up my thoughts on #Intel purchasing #SambaNova. TLDR: Really bad idea for both the purchase but more for what it represents. Remember my calls on Intel in 2016 and 2019. This is likely another. www.semiaccurate.com/2025/12/18/i...

semiaccurate.com

Intel’s Purchase Of SambaNova Is A Terrible Idea

Intel’s reported interest in purchasing SambaNova is not new but it is disturbing.

CDemerjian @cdemerjian.bsky.social · 17/12/2025

Yes I know #SemiAccurate is down. Actually it is up, the fiber between you and it is having a bit of a wobble. No eta, sorry. Probably won't be long, #Usinternet is really good.

CDemerjian @cdemerjian.bsky.social · 15/12/2025

I just put up my thoughts on the Ventana Micro Systems purchase by Qualcomm. Not as straightforward as it looks. www.semiaccurate.com/2024/12/18/a...

semiaccurate.com

Updated: ARM’s Lawsuit Over Qualcomm’s Nuvia IP Reaches Court

The ARM vs Qualcomm lawsuit over the Nuvia acquisition has finally reached court.

CDemerjian @cdemerjian.bsky.social · 28/11/2025

@timsweeneyepic.bsky.social I agree with your criticism of AI in game making but I have a question for you, what constitutes AI in the process? Some things are obvious but what about lesser things. How about trivially finding a file with AI or translating a phrase? Is there a line?

CDemerjian @cdemerjian.bsky.social · 28/11/2025

So a very nice analyst sent me a happy Thanksgiving message yesterday. This was my response. Second one actually, it took me a bit to think of it.