Sitemap - 2026 - Vik's Newsletter
800VDC: Mapping the Power Semi Space for Sidecar Deployments
How Many CPUs Do Personal AI Assistants Need?
ECOC 2026: Important Product Announcements Around Optical Scale-Up
A MicroLED Field Trip to Avicena
Lasers for CPO/NPO: Part 3 – Master Oscillator, Power Amplifier
How Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit
Hot Chips 2026: Tuning into Memory Vibes
2026 OCP APAC: Full Conference Report
How Coherent Can Earn Investor Confidence
OCP APAC: Copper vs. Optics Contradictions
[Post-$] Astera Labs is a Switch Company in Connectivity Clothing
Astera Labs: From the Tray to the Rack, and What Comes After
The AI Trade Burned Down: Let Round 2 Begin
HBM is the Ugly Baby: What Now?
Lasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat
Lasers for CPO/NPO: Part 1 – The InP DFB Laser
Kyber Midplane Design, Making NVL72x2 Work, and All Roads Lead to CPO
Qualcomm's High Bandwidth Compute and the Packaging Problem It Moved
🍪 TWiC: Jalapeno, Modular, and Gatekeeping of Frontier Models
What AI Inference Actually Demands From a NAND SSD
🍪 TWiC: AMD-MEXT, 200G VCSELs, INTC 🚀
Battle for Advanced Packaging: TSMC Monopoly, Intel Challenge, and Amkor Arms-Dealing
🍪 TWiC: Controversial Packaged Optics
🍪 TWiC: What Light Source Does CPO Really Need?
Huawei's Tau Scaling Is Really a Hybrid Bonding Bet
How Rack Power Density Is Opening a New Market for Active Copper
🍪 TWiC: What's Up With Orbital Compute?
Inside SambaNova's Inference Architecture
🍪 TWiC: GaN vs SiC, Wolfspeed, Semtech
Cerebras IPO and the Four Bottlenecks in Its Custom-Everything Architecture
🍪 TWiC: GF-SCALE, Apple-Intel, IREN, Optics, Cisco
Power Delivery As The Next Physics Wall In AI Datacenters
🍪 TWiC: TPU v8, Intel Rises Up, Marvell-Polariton
XPO vs CPO: The Trade-offs Between Speed, Power, and Modularity in Next-Gen AI Networking
🍪 TWiC: Credo eats Dust, CPU and NAND shortage, Largan → CPO, Nuvacore
Tokenmaxxing and the Token Value Chain
🍪 TWiC: Intel with TeraFab+Sambanova+Google, Samsung and Anthropic 🚀, AGI CPU in China
MicroLEDs vs. Lasers: The Linewidth Tradeoff
🍪 TWiC: Samsung SiPho, Mobile Demand, Nvidia+Marvell, Intel Fab, Claude Leak, ++
Why the DRAM Structural Floor in the AI Era Makes This Time Different
🍪 TWiC: TurboQuant, AGI CPU, GF Sues Tower, CPU Price Hikes, 400G SiPho, AAOI, ++
TurboQuant: Inner Workings and Implications
Grating Coupled COUPE for CPO, and Himax's Fragile FAU Moat
🍪 TWiC: MU HBM4, OCI MSA, Credo Optics, VCSEL Scale-Up, DGX GB300, NBIS $27B
Beyond GTC: A Deep Dive into Compute, LPX, and the Untold Story of SpecDec
🍪 TWiC: MTIA x4, AVGO 400G, UMC, Nebius, SiPho Readiness++
Why Optical Circuit Switching is Arista Networks’ Long-Term Problem
🍪 TWiC: Nvidia $2B, The Hock Shock, Credo's A(E/L)C, Ayar Series E, Intel Changes, Memory
GTC 2026 Preview | Implications of Nvidia's SRAM-Decode Hardware on the Inference Market
🍪 TWiC: AMD+Meta, New AI Chips, Citrini
The AI Datacenter CPU Yellow Pages
🍪 TWiC: Meta+Nvidia, AI Toilet Play, AI EDA SaaSocalypse?
The CPU Bottleneck in Agentic AI and Why Server CPUs Matter More Than Ever
🍪 TWiC: HBM4, SiPho's Rise, Memory eats All, 2nm Mo-Contacts,++
AI Datacenters Drink More Water Than You Think
🍪 TWiC: Google/AWS CapEx, NVIDIA GPUs, SaaS, TXN+SLAB
Lumentum: Laser Demand, OCS, CPO and Optical Scale-Up
Newsletter Update: Semi Doped Podcast, Jan Articles and Feb Plans
🍪 TWiC: Maia 200, H200 in China, Micron's $24B Fab, Meta is ↑, MediaTek ASICs ++
High Stakes Advanced Node Poker: TSMC Goes All-in, Intel Folds
Errata: A Close Look at SRAM for Inference in the Age of HBM Supremacy
A Close Look at SRAM for Inference in the Age of HBM Supremacy
2025 International Electron Devices Meeting (IEDM): Detailed Conference Report