Vikram Sekar
@vikramskr
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I write a newsletter with easy but detailed explainers on semiconductor technology for busy engineers and investors | Views mine | Sr. Staff Engineer at $QCOM
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Joined November 2020
I subscribe to 125 Substacks. And I try to read a lot.
Read EVERYTHING “Knowledge is power” “When I was at CAA before computers, I had a reading list .. I subscribed personally to 210 magazines” - Michael Ovitz on @davidsenra
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The fact that NVIDIA feels the need to post this…
We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater
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If you the market is clueless about hardware, read my newsletter.
@_arohan_ The selloff shows how clueless the market is about hardware and the demand.
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Here’s your optics shopping list.
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My idea has always been that my writing style should emulate a chat with a colleague or friend using a whiteboard. Glad it’s working!
Greatest joy of following @vikramskr is that his posts are eerily similar to conversations me and my former coworker, also my friend, have. We don’t work together anymore but we speak to each other almost every other day.
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Honey, can you please buy a QSFP-DD-400G-FR4-SMF Optical Transceiver Module with FEC and PAM4, on your way home? This post will make sure you don’t sleep on the couch. https://t.co/QteiFK02qw
viksnewsletter.com
Decoding the alphabet soup of form factors, reach classifications, modulation schemes, and everything in between.
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I’m gonna try the hiring exercise by @Citrini7 for a personal test and see how I do… and what frameworks I can develop for my own newsletter.
we’re hiring if you are adept at identifying trends, communicating complex ideas to a broad audience and have a passion for markets then submit your resume and an example of your work (exercise linked) to careers@citrini.com https://t.co/VyyF2dzBJD
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Woah! Congrats @rwang07 ... great addition to the @SemiAnalysis_ team.
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Everything is wrong about this image. Nothing can be learned with 🍌 when its so grossly wrong.
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I don’t like to ask for recommendations. My modus operandi is to grind my way to success.
I receive a surprising amount of requests from big Substacks to trade recommendations. Not Vik though, who dropped this little surprise today. I’ve enjoyed reading his work too.
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Nano Banana whiteboard image generation from my last Substack post. Very impressive! https://t.co/cGeMFRMzJK
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This is why independent benchmarking based on open-sourced methods are important. Companies left to their devices will game numbers to suit them. Good thing we have @SemiAnalysis_ and ClusterMAX.
During our intro call with IBM, the analyst relations team stated that they "would only be willing to participate if guaranteed a silver rating or higher".Maybe this is how it works with analysts like @Gartner_inc , and why their ratings show @IBM > @nebiusai and @CoreWeave, and
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I have a long deep-dive written up about d-Matrix, digital in-memory compute and where its uses actually lie. It has quite a bit of depth, but I'm actually running it by d-Matrix to see if they agree/disagree with any of my conclusions... and why. As a result, the post might
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Are at least 5 of them wearing the same brand of shoe?
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I posted some thought experiments on how the AI infra buildout will go up in smoke.
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Colonizing Mars, Electrifying Vehicles... Building a semi fab might be the craziest idea yet
Elon Musk needs 100-200 billion AI chips per-year, but TSMC and Samsung appear unable to meet that at his time frame, he said at the Baron Investment Conference, reiterating that Tesla may build its own massive fab. Tesla’s CEO may face more trouble than he thinks. 1/9 $TSLA $TSM
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I wrote about the memory supercycle in the beginning of October, but it seems things have gotten more nuts than I originally imagined. https://t.co/TGliVvfYRF
viksnewsletter.com
AI's insatiable hunger for HBM, DRAM, NAND and even DDR4 is reshaping the memory market.
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Interesting thought
I predict Intel’s first multi-billion dollar foundry commitment will come from MediaTek, which has surprisingly avoided the Intel rumor mill. Here is my reasoning: -MediaTek was actually the first external wafer customer that Pat Gelsinger secured for Intel as part of his IDM
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