I continue to believe MediaTek’s 224G SerDes is genuinely leading-edge. A 40dB spec does not imply weakness — on the contrary, it reflects strong performance for long-reach applications. This capability is precisely why they secured the TPU engagement from Google.
I had to sit down with my assistant (Gemini) to explain all the acronyms and charts in NVDA presentation. And then wow !! I got it. Understood exactly what the irrational analyst is talking about. In addition to LITE, I don’t know why everyone isn’t rushing to buy NVDA for their amazing DWDM design to achieve higher aggregate throughput with normal bit rate per wavelength. I suppose nobody wants to be a full retard😊!
Great overview! Looks like Nvidia is indeed running well ahead of the pack here. Questions and one comment about Mediatek: they were (are?) working with Nvidia on client systems (SoCs), how is that relationship now?
MTK's networking tech seems to be on the rocks, is this salvageable?
And both question and comment: TSMC's fabs (including packaging) are very capacity-constrained, so what are the consequences for MTK? Are they getting bumped to the back of the line? Now, with the exploding prices for RAM and NAND, MTK probably sees reduced demand for their Smartphone and tablet SoCs already, but that side of MTK's business is their bread and butter, and it doesn't look like their networking tech won't be able to make up the difference anytime soon.
And, of course, if MTK's SoC business is hurting and experiencing pricing pressure from their customers, that wouldn't bode well for Qualcomm. They're in trouble.
great article. Are there any ETFs including actively managed or thematic that look interesting? I have been looking at AIS, CHAT, VOLT, ELFY, CHPX, EWY and AIPO to try and capture the build-out
He's the Robinhood of sell-side. Free alpha for all. We must protect him at all costs
I understand nothing. Yet this is fabulous! Thank you for the update!
Underrated comment.
What a great article man!
I was there and definitely did not feel as excited about this the way you did 😁
but at this price, maybe better to just buy LITE's customer
I continue to believe MediaTek’s 224G SerDes is genuinely leading-edge. A 40dB spec does not imply weakness — on the contrary, it reflects strong performance for long-reach applications. This capability is precisely why they secured the TPU engagement from Google.
I had to sit down with my assistant (Gemini) to explain all the acronyms and charts in NVDA presentation. And then wow !! I got it. Understood exactly what the irrational analyst is talking about. In addition to LITE, I don’t know why everyone isn’t rushing to buy NVDA for their amazing DWDM design to achieve higher aggregate throughput with normal bit rate per wavelength. I suppose nobody wants to be a full retard😊!
What does this imply for companies like lightmatter. Looks like optical is the way to go but Nvidia seems to be developing in-house solutions.
This sounds quite bullish on MRVL. I wonder why you’re not taking a position.
Great overview! Looks like Nvidia is indeed running well ahead of the pack here. Questions and one comment about Mediatek: they were (are?) working with Nvidia on client systems (SoCs), how is that relationship now?
MTK's networking tech seems to be on the rocks, is this salvageable?
And both question and comment: TSMC's fabs (including packaging) are very capacity-constrained, so what are the consequences for MTK? Are they getting bumped to the back of the line? Now, with the exploding prices for RAM and NAND, MTK probably sees reduced demand for their Smartphone and tablet SoCs already, but that side of MTK's business is their bread and butter, and it doesn't look like their networking tech won't be able to make up the difference anytime soon.
And, of course, if MTK's SoC business is hurting and experiencing pricing pressure from their customers, that wouldn't bode well for Qualcomm. They're in trouble.
cheers, well put
So, this is then not bullish for TSEM!? I guess? :D
Love the memes
great article. Are there any ETFs including actively managed or thematic that look interesting? I have been looking at AIS, CHAT, VOLT, ELFY, CHPX, EWY and AIPO to try and capture the build-out