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“I'm happy in that sense to see that there's a second packaging option … Intel Foundry is learning all of this on behalf of their biggest customer…”
@Semi Doped
Intel Foundry's advanced packaging prowess (EMIB, Foveros 3D, 18A) makes it a credible second source to TSMC
INTCLONG@ $115.31
$88.01-23.68%
since call Jun 12
“You just roll this thing in, and it is pre-fitted with all the cooling infrastructure and the power infrastructure … this kind of reduces the time of…”
@Semi Doped
Vertiv benefits as prefab modular AI infrastructure blocks halve data center deployment time
VRTLONG@ $292.16
$236.74-18.97%
since call Jun 12
peak +4.4%
“the whole keynote was basically about Marvell's prowess in optical interconnect … they have a very strong optical portfolio now.”
@Semi Doped
Marvell is repositioning as the dominant optical interconnect company as the copper wall hits the rack
MRVLLONG@ $274.86
$184.17-32.99%
since call Jun 12
00:00LONG
“a lot of the discussion online has been, why don't we go to near-packaged optics for now?”
@Semi Doped
CPO yield stalls push AI optics toward near-package and pluggable transceivers, lifting EML-laser leader Lumentum.
LITELONG@ $910.62
$722.69-20.64%
since call Jun 12
“what do all these other chips do, from 800 volts down? He's like, those are all silicon.”
@Semi Doped
Silicon, not GaN, does the sub-800V conversion work, deflating the WBG-displacement story NVTS is priced on.
NVTSSHORT@ $22.10
$10.98+50.33%
since call Jun 12
peak +56.5%
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