Vik's Newsletter
Vikram SekarAI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 154 | Subscribers | Read | viksnewsletter.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
🍪 TWiC: TurboQuant, AGI CPU, GF Sues Tower, CPU Price Hikes, 400G SiPho, AAOI, ++
TurboQuant took the center stage this week — a Google research blog that showed up even though the paper has been on Arxiv for a year. The “Pied Piper” compression algorithm of the KV-cache world scared the memory industry into selling off ...
TurboQuant: Inner Workings and Implications
Google's year old research resurfaced in a recent blog post and spooked memory investors.
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 NVIDIA’s CPO, but without a long-term moat.
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Authors
The writers behind this newsletter.
EE PhD. 15+ years in semiconductor engineering. I've helped build the technology I write about.
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