Charlie Demerjian
@CDemerjian
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Roving engine of chaos and snide remarks
Minneapolis, MN, USA
Joined March 2009
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Confirmed, Intel used a known crippled version of Windows to hobble the AMD scores at the
#IntelON
event. Unacceptable intentionally misleading lies. Applying widely available and known patches would have fundamentally changed the results. They lied. Again.
@PGelsinger
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So I found out why Intel delayed their last GPU and why the drivers are such a mess. You will probably like this one....
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Big story on a major ARM licensee going RISC-V with multiple projects going up tomorrow at 6am CST.
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Just put up my thoughts on Pat Gelsinger being appointed CEO of Intel. Short version, there is no one better. Longer version is to repeat that a few times.
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I just confirmed something that made my jaw hit the floor. Hard to think straight with the magnitude of this tech. Story hopefully tomorrow but it may take a bit longer to write. Server CPU stuff, nuclear bomb dropped on the competition. Damn. No hints, sorry.
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Story up,
#Qualcomm
is cheating on benchmarks given to the press and OEMs. I am 100% sure about this.
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Big new post on
#SemiAccurate
. Spent weeks hunting down
#Intel
18a problems. What I found was surprising. Enjoy.
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Let me say something controversial. Remember several years ago when I said Intel was in deep trouble and on the verge of collapse? People laughed until they realized what I was seeing many quarters before they did. My views have pretty comprehensively been proven right.
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The story is up, Intel cuts Xeon pricing by staggering amounts:
I can't remember anything like this happening, ever.
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Large layoff beginning at
#Intel
right now.
We told you this would happen last November and it is. Good luck to all affected.
My initial source was dead on so expect 25-33% of DCG togo
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Chris Hook and Heather Lennon just left Intel. Big blow to their graphics messaging efforts, these two will be very hard to replace.
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And yes, AMD is laying off lots of GPU engineers, the RIF was widely known weeks ago. Toms got it.
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Holy crap, Bergamo. Story when I can but not soon. Seriously impressed.
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Just saw the AMD numbers. Can you imagine how good they would have been if the industry hadn't been suffering under the matched set and digestion problems that Intel was honest enough to point us to? :)
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Screwed up on the timing of the story, it is up now. Intel is not in the server game any more:
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OMFG. Tomorrow AM, stay tuned. Can't say more but this one is huge.
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So Nvidia is officially trying to buy ARM. It will not end well for ARM, here is my take on why.
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Intel is claiming their server roadmap has been consistent? WTF are they taking? Really, how can they even joke about that?
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Holy shit. BIG BIG BIG news, nuclear bomb level tech news. Absolutely floored by this, it just changed the entire outlook for the near term. Writing now, I just got word. Story soon, pay attention to this!
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Intel is promising product leadership in 23. Let me be the first to repeat myself, NO WAY IN HELL. They know it isn't true, why do they keep digging?
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Also working on a story about how AMD is going to destroy Intel's server margins. Even more. Tuesday I hope, as long as things go well tomorrow.
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Finally got my piece up on AMD's Financial Analyst Day 2020. Enjoy.
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My analysis of the
#AMD
/
#Xilinx
merger going up tomorrow on
#SemiAccurate
, 6am CST. Short version - It is a really smart deal for reasons I have yet to see anyone post about.
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Finally got that story up, enjoy. News/story for Student, analysis/finance for Pro only. If you understand the markets it is aimed at, this should floor you. If you don't, it probably doesn't seem like much.
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I was researching bits I heard when I wrote up the latest Intel delay article here:
What I found floored me. I am now seriously worried about Intel's survival, something I don't say lightly. It is that bad. Story tomorrow morning, take this one seriously.
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Big new story up, Intel just delayed a major server program:
I'll be back on twitter soon.....
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There is NO truth to the bs rumors about
#Intel
axing AXG/graphics. Really. Laughable if you stop and think about it. 100% sure here.
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Closing in on 1 million Twitter followers! Only 996,064 to go as this is being typed. Maybe this weekend?
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In case you are wondering how valid the stream of idiocy on the comments at
#IntelOn
is, I just submitted a comment. I asked if the demo vs AMD was on a patched or crippled Windows 11. Not posted publicly for some reason. Does that shed any light on the comparison?
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Long time so tweet! I have been working on a big story going up tomorrow at 6am CST. If you are wonder what is really going on about Intel, outsourcing and process development, SemiAccurate will answer (almost) everything tomorrow. Enjoy, it was a lot of work.
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So I read the AMD Takeaway paper and, well, it is another Spectre attack. It isn't a hardware flaw and anyone who claims it is didn't read the paper or doesn't understand jack all about side channels and security. It is real but it is mostly a software problem.
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@IntelGaming
@tristaneaton
@PlayAvengers
You know your company is absolutely lost then things like this are allowed to happen. If you are looking for a sign that
#Intel
can't compete, here it is.
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.
@BillGates
I got the first of your tracking chips installed today. Do I have to wait for the second one before my wife can follow my movements? Also do you provide an app for her or just an API?
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Wow, that
#TigerLake
event was awful. Literally no useful information, no SKU lists, no prices, nothing. How can
#Intel
be this bad? Wait, don't answer that.
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Huge news, Intel just knifed a major server program.
This is BIG, not some corner case niche program. I am honestly blown away. Enjoy.
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@_rogame
I'm just impressed that the community is finally starting to understand these games after some of us have been screaming about it for ~20 years.
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If Intel thinks they will have a competitive lineup next year, they are on crack. Really. 14nm until 7 arrives.
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AMD already announced their little core product, Bergamo, Intel is dead wrong here.
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Forgot to tweet today's story.
Intel just pushed out more or less their entire server roadmap. I am now worried about Intel.
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Those two stories are up. First is how AMD is going to suck the oxygen out of Intel's remaining Xeon margins:
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@witeken
If you needed hard proof that aliens can and do take over people and post in their image, here is the tweet for you.
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It just clicked why AMD bought Xilinx. I change my views now that the light bulb went on, very clever.
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Ryzen 5000 writeup coming to
#Semiaccurate
, it is going slow and will be a few hours. Amazing part, it has been a long time since I used a CPU that actually felt significantly faster than the current best.
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This slide deck is stunningly awful for Intel. There is nothing good they can claim, it is the slaughter I have been saying is coming.
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I get why Intel is down but can some of you financial folk explain why AMD isn't up a lot?
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Thought for the day: How many weeks will it be before Ryzen 4000 parts outsell Intel Ice Lake parts on 1) An ongoing daily basis 2) Net sales? Intel said "35 models" or so at Computex, AMD said 100 or so at CES, Both are funny numbers but one is a real part.
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@ryanshrout
@intel
And to top off the sleaze factor you had to use a cheating Intel compiler that de-optimizes for AMD, then not post that fact on the blog, just bury it in an obtuse page that took me 10 minutes to dig in to for the info. Technically not lying and technically not FTC violation,just
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Centaur has a new x86 CPU, the first with an integrated AI co-processor! AVX-512 and all the goodies. ISC booth 751 to see live demos, they have silicon up and running. Yay!
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@chiakokhua
@whoruwhowho71
@nerdtechgasm
@PatrickMoorhead
@nvidia
@Arm
@simonsegars
To put a finer point on it, every AMD CPU and GPU has a few ARM cores on it. Do you think AMD wants NVidia to know about those roadmaps and detailed dates? RISC-V here we come.
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Intel's 7nm debacle from last week claims it's first high level head, probably not the last though:
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Let me update that view. Pat is actually doing a good job. Yes there are some really not very smart wordings and messaging themes that dug the hole deeper, but under the surface Intel is moving in the right direction. Really. You can't see it yet but I do.
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The Chinese government just overtly took over Imagination Technologies.
This is what everyone was afraid of when Trump went on his sanctions rampage, now it is inevitable. Nothing good will come of this.
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Damn, Intel was close to honest messaging on 7nm. There goes a story I have been working on for a while. :(
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So here is a Q for all of you to debate. AMD has unquestionably better products that Intel in server but Intel had a much better quarter. To me this is either dirty tricks or AMD's utter lack of marketing. Looking deeper, AMD had a good marketing strategy with Naples....
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Great, another high severity Intel bug with local escalation privileges, downplayed by Intel with absolutely no information disclosed
Someday
#Intel
will put customer security over their own image but don't wait for it, you only have a few decades tolive
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#Intel
'marketing' has sunk to a new low. When will management realize that this type of idiocy is hurting your image, badly. Won't someone step in and muzzle this behavior? Stupid question, I know the answer.
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Almost forgot, my Ryzen 5000 tome went up a few hours ago.
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I am shocked that Intel would put a known fake benchmark up on
#IntelOn
. I am not shocked they stifled comments on it. Sad.
@PGelsinger
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Intel just released details on the Tremont core, it has some pretty amazing tricks I haven't seen before:
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Just put up my first look at AMD's Rome vs Intel Xeon. Hint: It is ugly for one side.
Another one for the financial set coming when I can, hopefully today, with some very interesting cost and pricing bits.
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Nuvia just broke cover, pay attention to them, really. Trust me on this one.
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Today sucks, Mike Magee passed away today. My thoughts on him and his legacy is now up.
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Just put up a story with some big hints about AMD's small core strategy. Very clever, leverage what you have optimally rather than clone ARM for the wrong reasons. Hat tipped to the AMD planners, well done.
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Updated my story, yes it was Murthy, and linked to the official release. Analysis still stands unchanged.
No clue why they suddenly pulled in the announcement by 8 days *BLUSH*.
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And if you missed my rant about Intel and Rocket Lake earlier:
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It is time for that big change in my life and I thought you people on twitter should hear it from me first rather than 3rd hand rumors. It is true, it is time for a new tube of toothpaste at long last and I am up to that challenge. Wish me luck.
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To the controversial part... I think Intel is in OK shape, not good yet but not bad. They were bad. Really really bad, almost imploding bad, but what Pat has done and is doing HAS turned the ship. You won't see what I mean for many quarters but look at my track record.
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My cat has all the qualifications needed to be a senator. He craves attention, whines when you don't give it to him, and licks plastic. What more do you need in this day and age?
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Huge story on Intel's process tech, roadmap updates, and advanced packaging coming on
#SemiAccurate
coming really soon. It is done, literally putting it in the engine as we speak. Completely open, long analysis. I'll post a link as soon as it is live.
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Story up on the AMD Zen5 brief. What a miserable missed opportunity. Have fun, I didn't.
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I find that if you block idiots on twitter quickly, it makes you happy. Today is a good day.
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@intel
@ryanshrout
Find me a rocket that runs Windows and I will make sure to not live anywhere that can possibly be considered downrange.
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Put up an article on the new AMD Epyc 7H12 CPU and some partner events a bit ago.
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In case anyone has any doubts about how low Intel has sunk, read this amazing piece by
@Patrick1Kennedy
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One addendum now that I think about it. No one other than Pat could have fixed this mess. If there is a call to stop him from doing the right thing for <insert self-destructive myopic thinking here>, Intel won't survive his loss.
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Big story on Intel's massive Q4 Xeon sales jump coming tomorrow AM. Hopefully 6am CST if I can get it finished and edited, but tomorrow morning either way.
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Windows 10 is such a burning piece of shit. Every time I have to use it I discover many new regressions. You cant change touchpad scroll direction if you have a precision touchpad? WTF? No really, what insane idiot thought this was a good idea? Oh wait, it is Microsoft.
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Wall of words tomorrow morning about my views on Qualcomm/Microsoft AIPC/Copilot PC. Short version: Watch what they do, not what they say. Longer version is a bit over 4K words, 3 pictures, and a few links.
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Big news coming on
#SemiAccurate
tomorrow at 6am CST. No spoilers but this one is important. Enjoy.
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Yup,
#Intel
just destroyed any enthusiasm I had for Tiger, own goal guys, a really needless own goal.
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