Why Lumentum & Coherent Rallied, and What 1.6T - 3.2T + CPO Means for Semiconductors
This Week in Chips: Key developments across the semiconductor and adjacent universes.
Original Article By SemiVision Research [Reading time: 15 mins]
Rivian designed its own autonomy SoC. Why?
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This Week in Chips: Key developments across the semiconductor and adjacent universes.
Original Artcle By SemiVision Research [Reading time: 10mins]
Original Article By SemiVision Research [Reading time: 25 mins]
Inference-centric design. ROIC is clear. Implications for the industry.
A closer look at the PRC's Advanced Semis Packaging Industry
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TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner
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OCS is not a near term danger to Arista but can pose a structural threat to Arista’s “blue-box” networking moat in the long run.
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New architectures pose new challenges but AI may help to provide solutions and break down barriers
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Updated March 2026
Original Article By SemiVision Research [Reading time: 15 mins]
4 min read.
From EML lasers and DSPs to silicon photonics and external CW lasers. How CPO works and the impact on the optical supply chain.
or the business of tier 2 Fabless Semiconductor Companies
Large–Small Company Linkages in the AI Infrastructure Stack
Original Article By SemiVision Research [Reading time: 15 mins]
The Semiconductor Newsletter
or an Update of the Semiconductor Tools Market
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The Semiconductor Newsletter
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Hot takes from the AI oven.
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4.5 min read.
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Analyzing the CPU, GPU, and LPU chip ratios unveiled at the Nvidia GTC keynote, the impact of the Groq LPX chip on disaggregated decoding, and its potential for speculative decoding in AI inference
4 min read.
Original Article By SemiVision Research [Reading time: 12 mins]
Scale up, CPUs, Groq, tiered inference economics, SaaS is not dead
6 min read.
Microns Result and The Rapid Transformation of the Semiconductor Memory Market
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6.5 min read.
The Semiconductor Newsletter
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Nvidia Vera, Arm AGI CPU, Meta, x86, more
What's your Weissman score?
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Original Article By SemiVision Research [Reading time: 25 mins]
Google's year old research resurfaced in a recent blog post and spooked memory investors.
5.5 min read.
A Comprehensive Report (2026)
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.
5 min read.
Original Article By SemiVision Research [Reading time: 14 mins]
Original Article By SemiVision Reserach [Reading time: 10 mins]
2.5 min read.
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Groq LP30, LPX Rack, Attention FFN Disaggregation, Oberon & Kyber Updates, Nvidia's CPO Roadmap, Vera ETL256, CMX & STX
Disagg is out of the bag. What it means for Nvidia, CPUs, XPUs, startups, and more.
The Semiconductor Newsletter
Coherent makes more of the optical stack in-house than any competitor. We walk through the business, the growth vectors, and whether breadth beats depth.
Why AI demand adds a structural floor that transforms the typical memory cycle into a strong demand signal that is here to stay.
Except the Most Delicious
6 min read.
Is Arm getting its hands on its customers' business?
Microbenchmarking, tcgen05, 2SM MMA, UMMA, TMA, LDGSTS, UBLKCP, Speed of Light, Distributed Shared Memory, GPC Floorsweeps, SM Yield
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This Week in Chips: Freshy chip news from the semi galaxy, and neighboring dwarf stars
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GPU Rental Pricing Dashboard Launch
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Original Article By SemiVision Research [Reading time: 16 mins]