@MikeDemler profile picture
Mike Demler @MikeDemler

Semiconductor tech analyst & consultant. IC design, AI, analog, ADAS/AVs, DSP, mobile, processors. analyst@MikeDemler.com. Now at mikedemler.bsky.social

Joined February 2009
  • Tweets 10,465
  • Following 275
  • Followers 2,726
588 Photos and videos
I was pleased to join fellow #semiconductor technology analysts Joseph Byrne (XPU.news) and Bob Wheeler to share our insights on @nvidia's quasi-acquisition of @GroqInc . #AI #Inference #GPU See the Byrne-Wheeler Report at youtube.com/watch?v=eo_2jKxL…
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Thanks @AmericanAir! Your PSP ground crew and flight #4888 attendants were stellar! Saved us from the idiots at @SouthwestAir. Now we just need to make it home!
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So seriously @SouthwestAir, how the hell is this supposed to work? Did you invent a time machine that lets me connect to a flight the day before I left??? Worst airline.
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For my latest updates, follow me here: mikedemler.bsky.social
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On Jan-30, I'll join a panel of esteemed industry experts to discuss how "π‘†π‘π‘Žπ‘™π‘’ π‘€π‘Žπ‘‘π‘‘π‘’π‘Ÿπ‘ : π‘ˆπ‘›π‘‘π‘’π‘Ÿπ‘ π‘‘π‘Žπ‘›π‘‘π‘–π‘›π‘” π‘‡β„Žπ‘’ πΈπ‘π‘œπ‘›π‘œπ‘šπ‘–π‘π‘  π‘œπ‘“ πΊπ‘™π‘œπ‘π‘Žπ‘™ π‘†π‘’π‘šπ‘–π‘π‘œπ‘›π‘‘π‘’π‘π‘‘π‘œπ‘Ÿ πΌπ‘›π‘›π‘œπ‘£π‘Žπ‘‘π‘–π‘œπ‘›", in a webinar sponsored by @ITIFdc t.ly/-QKmV

Scale Matters: Understanding The Economics of Global Semiconductor Innovation

Watch now for an expert panel elucidating the innovation economics of the global semiconductor industry, exploring how the industry is capitalized, and exploring the landscape of global semiconductor...

itif.org
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I'll still be reading here, but see Bluesky for my #CES2025 posts.
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.@MarvellTech CEO Matt Murphy wraps up #Marvell2024IADay
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Moore's Law of SERDES. As a former (long ago) analog IC designer, I'm blown away at these accomplishments in nanometer technologies. #Marvell2024IADay
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Huge opportunity for @MarvellTech. Partnering with big 3 HBM suppliers for custom architecture... lower cost, power, and increases memory capacity. #Marvell2024IADay
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And limited power per data center site drives need for multi-site clusters. Loi Nguyen #Marvell2024IADay
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.@MarvellTech COO Chris Koopmans Kicks off #Marvell2024IADay
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That was totally holding on @cooperkupp C'mon @NFLOfficiating #GoBills
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Ok @Intel BoD, so NOW you bring in a couple semiconductor people?? "Intel Appoints Semiconductor Leaders Eric Meurice and Steve Sanghi to Board of Directors" go.shr.lc/4inWXOv

Intel Appoints Semiconductor Leaders Eric Meurice and Steve Sanghi to Board of Directors

intc.com
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Mike Demler retweeted
Buffalo Bills
@BuffaloBills
2 Dec 2024
Hang it in the Louvre. #SFvsBUF | #BillsMafia
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So @UnitedAirlines does it again. Boarded UAL 719 before they even had a pilot... almost 2 hours ago! WTF @FAANews !? And WTF is wrong with guy sitting next to my wife flossing his teeth? In 1st class!
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I'm there too. "β€œX”— has felt like habituating a once-wonderful restaurant whose new chef has been intentionally poisoning the stew." technologizer.com/home/2024/…

My Twitter archive, 2007-2024β€”preserved and de-Elonized

On March 7, 2007, I tweetedβ€”though it wasn't yet called thatβ€”for the first time. I remember feeling like I was late to the platform: If I understand how member ID codes work, I was the 817,268th...

technologizer.com
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"Flex Logix has sold its technology assets to a large public company". Despite the vague statement on its website, it basically shut down and sold team & IP to @AnalogDevices, as @eetimes reported. Been there, done that. Sad end to a promising startup. go.shr.lc/4fEZQZi
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Phew! @JoshAllenQB #MVP. And @BuffaloBills kicker? Heart attack Bass. #GoBills
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Looked like 2 pretty questionable offensive holding calls there @NFLOfficiating. #GoBills
Buffalo Bills
@BuffaloBills
3 Nov 2024
Week 9 Roll Call! Tell us where you're representing #BillsMafia from today. @MillerLite | #MIAvsBUF
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I wonder where @CNBC gets its so-called experts. DIscussing @apple earnings, one said @SamsungMobile & @Android lack APIs & h/w to compete in on-device AI. What? @Qualcomm is way ahead & Galaxy phones use @Snapdragon. @Google has tensor processor & ML SDK. Biased much? @jonfortt
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