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What a Marvell-Lumentum Deal Means for DSPs, Lasers, and Modules
With insights from Cignal AI on vertical integration, kit pricing, and the risk to Marvell’s PAM4 DSP share
 • Vikram Sekar
OCP 2026: MicroVCSELs are gaining attention, but microLEDs still have a case
The physics behind Credo’s pivot, the unfinished case for microLEDs, and ams OSRAM’s path to AI revenue.
 • Vikram Sekar
The PAM4 vs PAM6 Dilemma for 448G Copper Interconnects
And what moving to PAM6 modulation for copper really entails.
 • Vikram Sekar
TEF and OCP Global Summit 2026: Game Plan
2 conferences, 2 weeks. Not going to Semicon West.
 • Vikram Sekar
800VDC: Mapping the Power Semi Space for Sidecar Deployments
The transition to higher voltage is messy for AI datacenters. How investors should think about it.
 • Vikram Sekar

September 2026

How Many CPUs Do Personal AI Assistants Need?
What a billion personal AI agents could mean for CPU demand, and why memory may set the limit.
 • Vikram Sekar
ECOC 2026: Important Product Announcements Around Optical Scale-Up
Teradyne, ams OSRAM, Lumentum. Qualcomm. Coherent.
 • Vikram Sekar
A MicroLED Field Trip to Avicena
What I learned by looking at the tech first-hand.
The AI Buildout Will Continue
90% chance things stay the same. 10% chance we are all dead.
 • Vikram Sekar
Lasers for CPO/NPO: Part 3 – Master Oscillator, Power Amplifier
Ultra high power lasers for CPO can be built differently from Lumentum’s approach, but how good are they?
 • Vikram Sekar
How Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit
Bandwidth over capacity, custom base die over stacked DRAM, XPU builders over the memory vendors
 • Vikram Sekar

August 2026

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