News and Insights

🍪 TWiC: TurboQuant, AGI CPU, GF Sues Tower, CPU Price Hikes, 400G SiPho, AAOI, ++

What's your Weissman score?

Mar 27 • Vikram Sekar

🍪 TWiC: MU HBM4, OCI MSA, Credo Optics, VCSEL Scale-Up, DGX GB300, NBIS $27B

Hot takes from the AI oven.

Mar 20 • Vikram Sekar

🍪 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

🍪 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

🍪 TWiC: AMD+Meta, New AI Chips, Citrini

This Week in Chips: Key developments across the semiconductor and adjacent universes.

Feb 27 • Vikram Sekar

🍪 TWiC: Meta+Nvidia, AI Toilet Play, AI EDA SaaSocalypse?

This Week in Chips: Key developments across the semiconductor and adjacent universes.

Feb 20 • Vikram Sekar

🍪 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

🍪 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

🍪 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

The Four Horsemen of the AI Infrastructure Buildout

What can go wrong and how likely is it to happen?

Nov 16, 2025 • Vikram Sekar

The Boring Chips That Brought Europe to Its Knees

Discrete diodes, transistors and ESD protection devices don't make headlines, but Nexperia's automotive components are now the center of a geopolitical…

Oct 26, 2025 • Vikram Sekar

Secrecy in the Sistine Chapel

Ancient rituals and new tech collide in the Vatican’s most important private vote.

May 7, 2025 • Vikram Sekar

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