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Build notes, thinking notes, field records, and DYOR research share one filterable Articles board; DYOR still keeps dedicated visual report pages.

All 42 Build Notes 1 Build Notes Thinking Notes 2 Thinking Notes Field Notes 1 Field Notes DYOR 38 DYOR Research

Archive index 05 / 07

All articles · Showing 25-30 of 42

DYOR Research 2026-05-20

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.

DYOR 2026-05-19

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.

DYOR 2026-05-18

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.

Thinking Notes 2026-05-17

How to Find Paid Demand and Turn It into a Website That Can Win

A practical framework for finding paid-intent demand: combine search behavior, money signals, weak competition, and a small website that delivers value fast.

Field Notes 2026-05-15

How Mx-Shell Made "The Zombie Cleaner": Seedance2 Process Deconstruction

The 2026-05 viral short was not a one-shot prompt trick. It appears to have come from a repeatable pipeline: story beats, reference control, short-shot iteration, and manual continuity passes.

DYOR Research 2026-05-15

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.