Vik's Newsletter

Vik's Newsletter

About the Substack

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.

Free Subscription Benefits

• Public posts on semiconductor technology and AI infrastructure, delivered to your inbox, with free previews of subscriber-only deep-dives.

Paid Subcription Benefits

• Subscriber-only deep dives with engineering depth on how the technology actually works, and which companies are positioned to win from it.
• The full AI infrastructure stack: computing, memory, photonics, networking, interconnects, packaging, power, RF, and analog.
• The full archive: every deep dive on optics, CPO, HBM, advanced packaging, and datacenter power, and a whole lot more, published to date.

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About Vikram Sekar