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🍪 TWiC: Samsung SiPho, Mobile Demand, Nvidia+Marvell, Intel Fab, Claude Leak, ++
This Week in Chips: Freshy chip news from the semi galaxy, and neighboring dwarf stars
Apr 3
•
Vikram Sekar
17
1
Why the DRAM Structural Floor in the AI Era Makes This Time Different
Why AI demand adds a structural floor that transforms the typical memory cycle into a strong demand signal that is here to stay.
Apr 1
•
Vikram Sekar
33
2
March 2026
🍪 TWiC: TurboQuant, AGI CPU, GF Sues Tower, CPU Price Hikes, 400G SiPho, AAOI, ++
What's your Weissman score?
Mar 27
•
Vikram Sekar
25
2
TurboQuant: Inner Workings and Implications
Google's year old research resurfaced in a recent blog post and spooked memory investors.
Mar 26
•
Vikram Sekar
37
2
3
Grating Coupled COUPE for CPO, and Himax's Fragile FAU Moat
An engineering deep dive into TSMC's COUPE optical engine, explaining why the co-design position of Himax makes them critical near-term suppliers for…
Mar 25
•
Vikram Sekar
29
3
5
🍪 TWiC: MU HBM4, OCI MSA, Credo Optics, VCSEL Scale-Up, DGX GB300, NBIS $27B
Hot takes from the AI oven.
Mar 20
•
Vikram Sekar
21
2
4
Beyond GTC: A Deep Dive into Compute, LPX, and the Untold Story of SpecDec
Analyzing the CPU, GPU, and LPU chip ratios unveiled at the Nvidia GTC keynote, the impact of the Groq LPX chip on disaggregated decoding, and its…
Mar 18
•
Vikram Sekar
35
6
🍪 TWiC: MTIA x4, AVGO 400G, UMC, Nebius, SiPho Readiness++
This Week in Chips: Key developments across the semiconductor and adjacent universes.
Mar 13
•
Vikram Sekar
34
1
3
Why Optical Circuit Switching is Arista Networks’ Long-Term Problem
OCS is not a near term danger to Arista but can pose a structural threat to Arista’s “blue-box” networking moat in the long run.
Mar 11
•
Vikram Sekar
40
6
6
🍪 TWiC: Nvidia $2B, The Hock Shock, Credo's A(E/L)C, Ayar Series E, Intel Changes, Memory
This Week in Chips: Key developments across the semiconductor and adjacent universes.
Mar 6
•
Vikram Sekar
31
3
GTC 2026 Preview | Implications of Nvidia's SRAM-Decode Hardware on the Inference Market
The case for dedicated decode hardware and what it means for AMD, HBM, and the SRAM startup market.
Mar 4
•
Vikram Sekar
39
8
6
February 2026
🍪 TWiC: AMD+Meta, New AI Chips, Citrini
This Week in Chips: Key developments across the semiconductor and adjacent universes.
Feb 27
•
Vikram Sekar
29
5
3
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