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Tag Archives: finance

Qualcomm Snapdragon logo
Charlie Demerjian
Dec 8, 2022

Qualcomm kills off a major program

Analysis: This is a self-infllicted mess that we foresaw

Qualcomm just killed off a major program, one that they had been touting to the moon
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Intel Logo
Charlie Demerjian
Jul 27, 2022

Are the Intel price increases real?

Finally some hard info trickles out

There has been a lot of talk about Intel and price increases over the past week or two, some wild some less so.
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Xeon Bronze logo
Charlie Demerjian
Oct 4, 2021

Is Intel cutting Xeon prices?

Lots of noise, lots of rumors, all hunted down

A few weeks ago there was a lot of talk about Intel dropping Xeon prices to be competitive but did they?
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Intel Logo
Charlie Demerjian
Jan 11, 2021

What is Intel doing about process and outsourcing?

There is only one way out now

There has been a lot of talk about Intel outsourcing production lately, but what is really going on?
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Marvell Logo
Charlie Demerjian
Nov 2, 2020

Why did Marvell buy Inphi?

Look at where the market is going and it makes sense

Last week Marvell purchased Inphi much to the puzzlement of most onlookers.
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AMD - logo
Charlie Demerjian
Oct 28, 2020

The AMD/Xilinx merger is a really smart deal

Confusion at first until the light bulb went on

AMD finally made their bid for Xilinx official yesterday to the confusion of the financial world.
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Nuvia Logo
Charlie Demerjian
Sep 24, 2020

Nuvia closes Series B funding

Good to go until silicon release

Nuvia just closed their Series B funding round which should take them through to silicon release.
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AMD EPYC Logo
Charlie Demerjian
Aug 25, 2020

AMD is going to Celeron Intel’s Xeon margins

Analysis: How to use your advantage to your advantage

AMD is going to ‘Celeron’ Intel’s Xeon line later this year and there is nothing Intel can do about it.
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Intel Logo
Charlie Demerjian
Mar 16, 2020

What does Intel’s server platform cancellation mean?

Analysis: Their situation was bad, now it is worse

Intel’s server prospects just went from noncompetitive to dire with their latest platform cancellation.
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Xeon Bronze logo
Charlie Demerjian
Feb 6, 2020

Intel officially craters Xeon pricing

Cascade Lake Refresh makes the whispers real

SemiAccurate has been warning that Intel is slashing prices to OEMs for months now, something that is now official.
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Intel Logo
Charlie Demerjian
Jan 27, 2020

What caused Intel’s DCG/DPG Q4 2020 sales jump?

SemiAccurate dug in and found the culprit

What was behind the Intel sales blowout at DCG/DPG in Q4/2019?
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Flaming Wafer
Charlie Demerjian
Nov 20, 2019

Large layoffs and reorg to hit silicon valley soon

Updated 2x: Chip company will be a little less giant soon

There is a massive layoff and reorganization coming to a silicon valley chip company in the near future.
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Intel Logo
Charlie Demerjian
Oct 29, 2019

Intel’s actions on 10nm are telling

Analysis: Financial arguments to make a technical point

ntel’s 10nm is broken and unfixable, two strong economic arguments show why.
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Xeon Bronze logo
Charlie Demerjian
Jul 29, 2019

Intel gets creative with Xeon discounts

Analysis: Golf clap to whomever thought this one up

Intel is gutting prices on some Xeons to some customer but not others.
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Intel Logo
Charlie Demerjian
Jul 23, 2019

How well is Optane/Xpoint doing?

Analysis: Two key data points tell a story

Despite all the rhetoric it looks like Intel’s Xpoint/Optane memory isn’t selling, something that will come as a shock to no one.
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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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