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Writing
Articles
Build notes, thinking notes, field records, and DYOR research share one filterable Articles board; DYOR still keeps dedicated visual report pages.
DYOR Research · Showing 25-30 of 38
Sivers / SIVEF: A Laser-Source Bottleneck Candidate in AI Photonics
Sivers Semiconductors is easy to label as AI photonics, CPO, 1.6T, SATCOM, or defense. The cleaner first-principles view is narrower: it is not a GPU vendor, switch ASIC vendor, full optical-module vendor, or hyperscaler network architect. It combines two enabling component layers: high-power DFB/CW laser arrays in Photonics and mmWave RFIC/beamforming technology in Wireless.
2026-05-19 Daily Research Briefing: News and Cross-Border Products
A daily YoloLab writing snapshot for 2026-05-19, bundling global news, U.S. events, and cross-border product research.
2026-05-18 Daily Research Briefing: Markets, News, and Cross-Border Products
A daily YoloLab writing snapshot for 2026-05-18, bundling market regime, global news, U.S. events, and cross-border product research.
POET / MXL / HIMX: three layers of AI interconnect optionality
POET, MXL and HIMX can all be mapped to AI interconnect, optics, CPO or edge AI, but the first-principles layers are different. POET is a manufacturing-platform option: can Optical Interposer / EOI move optical-engine production closer to wafer-scale integration? MXL is the signal-chain layer: optical modules and AI data-center links need PAM4 DSPs, TIAs and retimers. HIMX is a display and ultra-low-power sensing company with AR, WiseEye and CPO optionality through FOCI.
Cerebras WSE: The Wafer-Scale Answer to AI Inference
Cerebras's Wafer-Scale Engine (WSE) treats an entire 12-inch silicon wafer as a single chip, rather than slicing it into hundreds of small GPUs and wiring them back together like NVIDIA does.
U.S. optical earnings map: where the AI interconnect bottleneck sits
From first principles, AI optics is not a theme label. As AI clusters grow denser, the cost of moving data across GPUs, racks, data halls and data centers rises sharply. GPUs are the compute bottleneck; optical interconnect is the data-movement bottleneck.