Sitemap - 2026 - Vik's Newsletter
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