Alex A.C.
@AnalysisOp
M. Eng. Electronic โก ใฐ๏ธ
Financial data & analysis. Value investing. Growth? at a reasonable price ๐ฆ ๐ง๐ป
144 Following 4.4K Followers
@PhotonCap If scale-up is included (and of course if microLEDs success) then the InP Laser cos. with very high valuations right now can underperform ahead....
"Co-packaged optics is the future of AI scaling, and CPX [the industryโs first bidirectional (BiDi) Open CPX optical engine] is the on-ramp to production" ๐๐ฅ๐ฅ
w0w, this tech looks VERY promising. It can remove the technical difficulties of CPO, plus a faster implementation
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@PhotonCap ""Which chip is fastest?" toward "Does that speed actually reduce the customer's total cost?""
Only a comment about that; premium services almost must be considered. In speed or whatever reason, regardless the cost
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@PhotonCap But GPU failure is the first case, and being Memory 90% of the chip area, we can say the most unreliable part by far is the GPU
@damnang2 As I commented the other day to a fren of us:
Very good insights brought here thx. to Damnang fren. An expert from Samsung talking about Memory, Storage, novelty interconnection and... microLEDs
Of course, HBM is here to stay, and will give HUGE profits to the Memory Majors the next 3 years at least $MU $SKHY
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@PhotonCap Great original content deserves great outcomes ๐
$MRVL ๐ $TSEM
There you are a winner couple in AI Photonics ๐
