Co-Packaged Optics 101: The Future of High-Density AI Interconnects
The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and...
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Quiddity Leaderboard SE600 Jun26: Base Date This Week; Many Changes Incoming
The final rankings for the June 2026 rebal will be based on data as of 29th May 2026. The ADDs/DELs will be announced on 1st June 2026. Bank...
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Primer: SOITEC (SOI FP) - Apr 2026
Soitec is a global leader in the design and manufacturing of innovative semiconductor substrates, with its proprietary Smart Cut™ technology...
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SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc...
There isn't much point in speculating about things we don't understand. We don't know whether it is a slow recovery or if there won't be a...
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Silicon Wafers. Recovery Is Nigh Yet Valuations Have Slumped To 5 Year Lows. But Why?
Silicon wafer area shipments increased 7.1% QoQ in Q224 while revenues of the top 4 players increased 12.3%. The segment is finally recovering but...
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