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*
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?
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.
Listening to the #Qualcomm Investor day. They claim to be leading in PC. Isn't a functional product a prerequisite for that?
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.
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...
Who Are The Qualcomm Enterprise Customers?
Tomorrow Qualcomm is going to have their annual Investor Day and teased several enterprise announcements.
semiaccurate.com
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...
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.
semiaccurate.com
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...
ATP Makes The Smallest 64GB eMMC Module
ATP showed off a tiny eMMC package at Computex that didn’t get enough credit.
semiaccurate.com
I am puzzled by the lack of anything from either Meta or Intel about the story. The silence is both deafening and curious.
So #Apple is fabbing chips at #Intel Foundry? Remember when I told you that A YEAR AGO? www.semiaccurate.com/2025/05/12/i...
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.
semiaccurate.com
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'.
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.
Who is psyched for the #Lichtenstein v #Vaticancity match today? I am PUMPED! Go FootSport!!!!1!!one!!!
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.
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...
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?
semiaccurate.com
Big story on the financial side tomorrow morning on #SemiAccurate. No hints.
Wow. #supermicro would not let me in the booth without an appointment. First time in 20+ years you needed one. Ah well
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.
I am in taipei at #computex. If anyone wants to hang out or wander together, or just chat, feel free to ping me.
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...
Nvidia Finally ‘Launches’ N1X/GB10 At Computex
Nvidia is launching the GB10/N1X today along with a few other goodies.
semiaccurate.com
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. :)
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.
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...
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.
semiaccurate.com
Kargh Island sounds better when said in it's native Klingon.
The charge for 3 million followers leaps forward, only 2,999,000 or so to go. Who's with me?
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.
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.