All articles from Vik's Newsletter
🍪 TWiC: Intel with TeraFab+Sambanova+Google, Samsung and Anthropic 🚀, AGI CPU in China
This week in chips: Is Intel back?
MicroLEDs vs. Lasers: The Linewidth Tradeoff
Why spectral purity defines the speed limits of datacenter optics
🍪 TWiC: Samsung SiPho, Mobile Demand, Nvidia+Marvell, Intel Fab, Claude Leak, ++
This Week in Chips: Freshy chip news from the semi galaxy, and neighboring dwarf stars
Evaluating Memory Hog Cycles in the AI Era
Why AI demand adds a structural floor that transforms the typical memory cycle into a strong demand signal that is here to stay.