Mike Demler

Semiconductor tech analyst & consultant. IC design, AI, analog, ADAS/AVs, DSP, mobile, processors. [email protected]. Now at

[Mike Demler @MikeDemler]

I was pleased to join fellow #semiconductor technology analysts Joseph Byrne (https://t.co/y3q3bro51J) and Bob Wheeler to share our insights on @nvidia's quasi-acquisition of @GroqInc .
#AI #Inference #GPU
See the Byrne-Wheeler Report at https://t.co/QJ1KvvBZtt

[Mike Demler @MikeDemler]

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!

[Mike Demler @MikeDemler]

@SouthwestAir I did DM your chatbot, and provided all the requested details... Conf #, names, email, tel #. What else do you need?

[Mike Demler @MikeDemler]

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.

[Mike Demler @MikeDemler]

@SouthwestAir I did. No response to my issue.

[Mike Demler @MikeDemler]

@KOLO8 thanks @KOLO8. It's @MikeDemler here.. though I no longer post on Musk's platform. Follow me at @mikedemler.bsky.social

[Mike Demler @MikeDemler]

For my latest updates, follow me here: https://t.co/z9HxX8ao7U

[Mike Demler @MikeDemler]

On Jan-30, I'll join a panel of esteemed industry experts to discuss how "𝑆𝑐𝑎𝑙𝑒 𝑀𝑎𝑡𝑡𝑒𝑟𝑠: 𝑈𝑛𝑑𝑒𝑟𝑠𝑡𝑎𝑛𝑑𝑖𝑛𝑔 𝑇ℎ𝑒 𝐸𝑐𝑜𝑛𝑜𝑚𝑖𝑐𝑠 𝑜𝑓 𝐺𝑙𝑜𝑏𝑎𝑙 𝑆𝑒𝑚𝑖𝑐𝑜𝑛𝑑𝑢𝑐𝑡𝑜𝑟 𝐼𝑛𝑛𝑜𝑣𝑎𝑡𝑖𝑜𝑛", in a webinar sponsored by @ITIFdc https://t.co/CHnWHwVvqg

[Mike Demler @MikeDemler]

@Krewell Clones?

[Mike Demler @MikeDemler]

I'll still be reading here, but see Bluesky for my #CES2025 posts.

[Mike Demler @MikeDemler]

@Krewell Wow.. you're really cutting loose! Shall I remove you from my Analyst list? 😉

[Mike Demler @MikeDemler]

@MyTechMusings @Arm I can see how a jury would be confused!
I don't know exactly what details of "architectures" @Arm provides in the ALA, but anything they shared with Nuvia goes above & beyond TLA, and (IMO) informs any new design. Especially if it's highly proprietary, like a branch predictor.

[Mike Demler @MikeDemler]

@MyTechMusings @Qualcomm @USC @Arm I should have said @arm implementation of the ISA... "Architecture License Agreements (“ALAs”), which allow for the design of custom processor cores that are based on particular architectures provided by Arm

[Mike Demler @MikeDemler]

@MyTechMusings @Qualcomm @USC @Arm But once the details of that ISA have been revealed via the ALA, which a licensed core does not, claiming that the engineers to which it was revealed weren't using it is absolutely absurd.

[Mike Demler @MikeDemler]

@MyTechMusings @Qualcomm @USC @Arm That argument sounds hilarious to me, not to mention audaciously disingenuous, but a non-tech jury may not get it. Nuvia had an ALA... but somehow created an Arm v.8-compatible uArch that was independent of it? Huh?

[Mike Demler @MikeDemler]

.@MarvellTech CEO Matt Murphy wraps up #Marvell2024IADay

[Mike Demler @MikeDemler]

Moore's Law of SERDES. As a former (long ago) analog IC designer, I'm blown away at these accomplishments in nanometer technologies. #Marvell2024IADay

[Mike Demler @MikeDemler]

Huge opportunity for @MarvellTech. Partnering with big 3 HBM suppliers for custom architecture... lower cost, power, and increases memory capacity. #Marvell2024IADay

[Mike Demler @MikeDemler]

And limited power per data center site drives need for multi-site clusters. Loi Nguyen #Marvell2024IADay