Vik's Newsletter
Subscribe
Sign in
Home
Podcast
Notes
Chat
Discord
SemiDoped Podcast
Archive
About
Latest
Top
Discussions
The CPU Bottleneck in Agentic AI and Why Server CPUs Matter More Than Ever
How agent orchestration shifts the CPU-GPU ratio, a framework for scoring server CPUs across reasoning and action workloads, applied to 17 datacenter…
Feb 17
•
Vikram Sekar
49
6
🍪 TWiC: HBM4, SiPho's Rise, Memory eats All, 2nm Mo-Contacts,++
This Week in Chips: Key developments across the semiconductor and adjacent universes.
Feb 13
•
Vikram Sekar
29
2
1
AI Datacenters Drink More Water Than You Think
Why the "2.5 burger joints" metric doesn't tell the whole story, carbon-water footprint tradeoffs, and why long-term datacenter water usage looks very…
Feb 10
•
Vikram Sekar
22
2
3
🍪 TWiC: Google/AWS CapEx, NVIDIA GPUs, SaaS, TXN+SLAB
This Week in Chips: 5 key developments across the semiconductor and adjacent universes.
Feb 6
•
Vikram Sekar
16
15
Lumentum: Laser Demand, OCS, CPO and Optical Scale-Up
$LITE’s enviable market position, big order of UHP lasers, OCS deployments, optical scale-up benefits, and what needs to happen for full optical…
Feb 6
•
Vikram Sekar
39
1
2
January 2026
Newsletter Update: Semi Doped Podcast, Jan Articles and Feb Plans
A summary of all published content, in case you missed it.
Jan 31
•
Vikram Sekar
12
1
🍪 TWiC: Maia 200, H200 in China, Micron's $24B Fab, Meta is ↑, MediaTek ASICs ++
This Week in Chips: Key developments and interesting commentary across the semiconductor universe.
Jan 30
•
Vikram Sekar
17
High Stakes Advanced Node Poker: TSMC Goes All-in, Intel Folds
Understanding the insatiable demand for TSMC advanced nodes and packaging, Intel’s bleak results, the saving grace of EMIB, and the $11B CPU fumble, and…
Jan 25
•
Vikram Sekar
25
5
2
Context Memory Storage Systems, Disruption of Agentic AI Tokenomics, and Memory Pooling Flash vs DRAM
How a new storage tier unlocks long context inference for agents, and dramatically drops cache storage costs. Storage system specifics, potential…
Jan 18
•
Vikram Sekar
42
3
5
Errata: A Close Look at SRAM for Inference in the Age of HBM Supremacy
An update on SRAM bandwidth calculations.
Jan 13
•
Vikram Sekar
15
A Close Look at SRAM for Inference in the Age of HBM Supremacy
Why SRAM for AI inference is far from the silver bullet everyone is expecting, an in-depth look into SRAM's specific performance benefits, and why HBM…
Jan 11
•
Vikram Sekar
and
Subbu
68
7
2025 International Electron Devices Meeting (IEDM): Detailed Conference Report
Coverage of the world's premier conference on semiconductor devices.
Jan 4
•
Vikram Sekar
27
2
3
2:33
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
