I can confirm that SemiAccurate (mostly the work of Charlie Demerjian) has fallen far from whatever grace it had. The articles try way too hard to strike a clever and informal tone, while self-congratulating and calling out every slight the author believes he received, at every possible opportunity. It turns them into rants that I find virtually unreadable. Add to that the jealous paywall-guarding of the few actual nuggets of information the author managed to collect and the entire site is basically just a frustrating waste of time.
I really don't know why anyone in the industry still talks to Charlie, at this point. It's probably just a shrinking number of disgruntled tech workers trying to settle a score, which makes his information very subject to exaggeration and mischaracterization.
If you want to see what SemiAccurate
could have been, head on over to SemiAnalysis:
Bridging the gap between the world's most important industry, semiconductors, and business.
www.semianalysis.com