AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 176 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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viksnewsletter.comLatest Issues
What AI Inference Actually Demands From a NAND SSD
KV cache storage is a distinct workload that requires SSDs designed for it. Number of cell levels, block sizes, and data placements all matter, and some SSD flash makers are actually getting it right.
Earlier, we have covered NAND as a sto...
🍪 TWiC: AMD-MEXT, 200G VCSELs, INTC 🚀
I am writing this update from Brighton, UK, this week and the weather has been downright amazing. Semis this week were even more so: AMD’s announcement of MEXT acquisition is bullish NAND, 200G VCSELs for scale up is making an appearance, a...
Battle for Advanced Packaging: TSMC Monopoly, Intel Challenge, and Amkor Arms-Dealing
Intel’s advanced packaging business is now a credible source of supply for the AI accelerator industry, while TSMC keeps ramping. Amkor plays both sides.
Advanced packaging has been a one-horse race. Every leading-edge AI accelerator worth...
🍪 TWiC: Controversial Packaged Optics
The most discussed topic this week by far was whether CPO is delayed (or not), and whether the adoption of 800VDC is moved out (or not), triggered by the SemiAnalysis institutional note title “Powered Down, Lights Off.”
It is arguably a p...
Computex 2026 Debrief
I've never been to a show as big as this.
Computex 2026 is the first time I’ve really been to a trade show and is fun – really fun, and I recommend you try attending sometime. I met a ton of amazing folks, many of whom I only know online....
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