All articles from Vik's Newsletter
Executive Brief: Why Co-Packaged Optics Uses External Lasers Instead of Integrated Sources
Video essay, bullet point summary, and Google Doc for your LLM use.
Why Co-Packaged Optics Uses External Lasers Instead of Integrated Sources
On-chip lasers for CPO are the holy grail, but a near-term pragmatic approach is to keep lasers external for thermals and reliability. A look at the physics, implementation, and solutions.
Executive Brief: An In-Depth Look at the Viability of X-rays as an Alternative to EUV Lithography (Discussion on the startup Substrate)
Video essay, bullet point summary, and Google Doc for your LLM use.
An In-Depth Look at the Viability of X-rays as an Alternative to EUV Lithography
Substrate - a California startup wants to take down both TSMC and ASML using X-rays to pattern leading edge nodes below 2nm. But how viable is their technology?
QCOM AI Accelerators, NVIDIA in 6G, X-Ray Litho as EUV Killer?, Skyworks-Qorvo Merger
The past month has been action filled, and here are the biggest stories.