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Category Archives: Finance

Mads Ølholm
May 5, 2011
6

Taiwan to Ration Wafer Supply

More pure water needed for fabs.

On May 20 Taiwan will start phase 2 of wafer rationing according to a report by AsiaOne quoting the Taiwanese minister for Economic Affairs.
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Charlie Demerjian
May 3, 2011
101

Nvidia loses more GPU marketshare

AMD and Intel gain in every category, Nvidia loses everywhere

The latest GPU marketshare numbers from Jon Peddie are out, and it looks like we have a new leader in GPUs, AMD.
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Thomas Ryan
Apr 29, 2011
25

Low Yielding Wafers

Not the bottom bin, nor the bottom of the bin.

Linux, AMD, and Nvidia have been hogging most of the headlines this week. But that’s okay because Intel and ARM managed to work their way in a little bit, and then there’s always next week to look forward to…
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Charlie Demerjian
Apr 28, 2011
3

Elpida drops some 30nm DDR3 info

Things going well, bits between the lines

Elpida just announced that their 30nm DRAM process is ramping up, and the release has a bunch of goodies buried in it.
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Thomas Ryan
Apr 22, 2011
11

Hot Lots II

Smoked bits and bad bumps. Oh, and maybe some bacon…

Quite a bit happened this week, from interviews with Intel’s CEO, to a tour of GlobalFoundries Fab 8, the tech world has been moving quickly.
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Mads Ølholm
Apr 20, 2011
15

IBM and Intel put analysts to shame

Payday is here

IBM (IBM) and Intel (INTC) both beat analyst’s estimates yesterday when they published their quarterly results, but the real question is if the results can sustained over the long term.
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Charlie Demerjian
Apr 19, 2011
81

Apple suing Samsung is incredibly stupid

A broken system used badly

Apple (AAPL) suing Samsung over, well, who really cares anymore, is probably the dumbest thing that Apple could do.
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Charlie Demerjian
Apr 15, 2011
20

Intel pulls in Z68 launch date

Same chip, different fuse, more money

It looks like Intel is pulling the launch of the ‘all new’ Z68 chipset.
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Charlie Demerjian
Apr 13, 2011
12

Rumors of spring say Google is trialling Tilera chips

Rumor: The grebes of Mountain View speak loudly

The birds of spring are particularly active this year, and the return of the reticulated grebes to Minnesota after their yearly sojourn to Mountain View is full of news.
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Charlie Demerjian
Apr 4, 2011
29

AMD and Global Foundries agreement not what it seems

A good deal, but not about yields

The AMD and Global Foundries Wafer Purchase Agreement (WPA) that was released yesterday made little to no sense.
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Charlie Demerjian
Apr 3, 2011
28

AMD chides Global Foundries in a cryptic release

Something is not as it seems, or is stated

AMD just amended it’s wafer purchase agreements with Global Foundries in a way that appears to take a poke at the foundry’s yields. UPDATE SOON.
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Charlie Demerjian
Mar 23, 2011
11

Oracle guts HP’s high end by proxy

Opinion: Press releases, ulterior motives, and plausible deniability

It looks like Oracle (ORCL) is hell-bent on alienating all their friends and allies while protecting their own faltering hardware.
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Charlie Demerjian
Mar 21, 2011
45

Anand Chandrasekher leaves Intel abruptly

Opinion: Atom is still dead, the exodus begins

It looks like an exodus of high level folk is starting at Intel (INTC) with Anand Chandrasekher leaving the company.
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Charlie Demerjian
Mar 15, 2011
14

Nvidia abruptly replaces their CFO

Opinion: No reason for this, nothing to hide, really

It looks like Nvidia (NVDA)just abruptly ended the term of their CFO for reasons that they don’t want public. The official explanation on why David White is going is for ‘personal reasons’, nothing to worry about there, really.
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Charlie Demerjian
Mar 15, 2011
23

Intel desperately tries to deflect ARM’s march into servers

Analysis: Hamstrung by their own market manipulations again

Intel (INTC) is desperately trying to stem the tides of defection among server vendors moving to ARM (ARMH), but they are hamstrung by the company’s own market manipulation. The exclusion of competitors not only meant tepid chips that no one wants, it is now excluding the very partners that Intel wants.
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    Charlie Demerjian is the founder of Stone Arch Networking Services and S|A. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, security and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture.

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