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Tag Archives: OEM

Intel Logo
Charlie Demerjian
Jul 27, 2022
1

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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ARM Logo
Charlie Demerjian
Oct 2, 2020

Top ARM licensee goes RISC-V with multiple projects

What they are using the cores for is key

With the recent acquisition of ARM by Nvidia, pending, one has to ask how the partners are taking it.
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Flaming Wafer
Charlie Demerjian
Feb 17, 2020
1

Covid-19 is hitting component supplies already

Not ciritical yet but some are quite nervous

It looks like the first component shortages due to Covid-19 are starting to hit suppliers in the west.
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Qualcomm Snapdragon logo
Charlie Demerjian
Dec 9, 2019
2

Qualcomm talks about Snapdragon 765 and 865 modules

Social Media Summit 2019: By far the most important thing of the show

At their annual Social Media Summit this year, Qualcomm’s biggest bang wasn’t a chip, it was a module.
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Xeon Bronze logo
Charlie Demerjian
Apr 15, 2019

How is Intel pricing Cascade Lake

Cascade Lake ~= Skylake with some asterisks

The elephant in the room for Intel’s new Cascade Lake CPUs is quite simple, pricing.
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Intel Logo
Charlie Demerjian
Jun 20, 2018

Intel’s unannounced 14nm Xeon will not be competitive

Updated: Computex 2018: OEMs and customers not pleased by server changes

Intel’s server roadmap is a mess, and when SemiAccurate asked about it at Computex, we got an earful.
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Google Logo
Charlie Demerjian
Nov 11, 2016

Is Google really trying to force USB-PD for quickcharging?

Yes and no, all dictated by economics and business as usual

There has been a great disturbance in the Android charging world lately but it is a tempest in a teapot.
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PC Does Whaaat?! webcast logo small
Charlie Demerjian
Oct 14, 2016

The PC market freefall continues, here is how to fix it

The same thing we have been saying for years but no one tries it

We have officially reached a record for PC sales, a broken record that contradicts the ‘analysts’.
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Nvidia logo
Charlie Demerjian
May 11, 2015

Nvidia’s Q1/2016 analyst call had three unusual themes

Icera, patent suits, and OEMs all with curious twists

Nvidia’s Q1/2016 analyst call had three interesting themes that caught SemiAccurat’s ear, Icera modems, OEM business, and the Qualcomm/Samsung IP suit.
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Nvidia logo
Charlie Demerjian
Sep 9, 2014
1

How much will a GM204 card cost you?

No worries, SI’s get jacked too

A few more details about Nvidia’s upcoming GM204 have come SemiAccurate’s way and we thought you would like to know.
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Apple Inc.
Charlie Demerjian
Sep 3, 2014
2

What is Apple doing about Broadwell?

Harder question than what they are not doing

You might recall the trials and travails of Intel’s Broadwell CPU and our slightly critical outlook on the part.
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Intel - logo
Charlie Demerjian
Jul 24, 2014

Intel’s Broadwell is caught in its own trap

OEMs caught in the middle with no way out

In SemiAccurate’s earlier analysis of Intel’s Broadwell, we felt we didn’t make one point clearly enough for some readers. Lets go over one of the biggest OEM catch-22’s of that chip in more detail here. Note: The following is analysis …
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Charlie Demerjian
Jul 2, 2012
81

Microsoft’s scapegoating explanation doesn’t hold water

Reactionary management incompetence to placate OEMs

When SemiAccurate broke the story about HP dumping Microsoft’s ARM tablets, we actually didn’t expect them to turn on their own quite so viciously.
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Mads Ølholm
Sep 12, 2011
27

Intel in aggressive Ultrabook push

Working closely with chassis vendors to get prices down.

According to several sources in the supply chain that we have spoken with, Intel (NASDAQ:INTC) is working very aggressively with vendors of notebook chassis makers to drive prices down in the hope of being able to have Ultrabooks on the market for less than $1000.
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Mads Ølholm
Aug 16, 2011
33

Ultrabook vendors unhappy with Intel’s pricing

Want a much bigger discount than the 20% Intel is offering.

A number of Ultrabook manufacturers in Taiwan that SemiAccurate has spoken to have voiced displeasure with Intel’s pricing scheme for processors.
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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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