07Chan

[07Chan @ccchan0707]

@jukan05 这或许不是个好主意，这会使得美国政府加速支持本土企业。当台积电开始扼住美国背景公司，或许会面临更多来自政府的问题。

[bubble boi @bubbleboi]

TSMC fumbles Copackaged optics for the Nth time like some fucking donkeys and now the whole industry is limping towards NPO, and the pod bros who price the entire AI TAM off Nvidia’s BOM line items still can’t actually explain what the problem is. So let me do the engineering for you, since clearly nobody on here will.

The bottleneck was never can you make light go through a waveguide. It’s all fucking thermals which is downstream of packaging. Specifically, how do you get a photonic engine onto the same substrate as a switch ASIC or XPU without your yield falling off a cliff and your reliability failing.

TSMC’s answer is CoWoS where they bolt everything onto one big monolithic silicon interposer. Cute, until you hit the reticle limit and start duct-taping interposers together (CoWoS-S, then -R, then -L, soon -PleaseStop). Every chiplet and HBM stack you add to that single interposer compounds your defect probability and one bad die leads to a five-figure package going into the dumpster. CoWoS is thermally retarded and the whole industry knows this and it’s why capacity “can’t expand” and Jensen is acting like a bouncer in the front of a club choosing who gets pass the velvet rope.

There is ONLY one company that will make copackaged optics work and expand in the rack… it’s not Lumentum, it’s not Coherent, it’s fucking INTELLLL.

Intel’s EMIB gets rid of a giant reticle limited interposer and replaces it with a tiny silicon bridge that does the high-density coupling locally, exactly where you need it. You localize the hard part and the thermals in one area and your yield is ridiculously high. Comparing EMIB & CoWoS is so funny cause EMIB is north of 95% yield with like 12 reticle size equivalent package while CoWoS falls off a cliff after 5.5 reticles it’s that bad…now imagine adding thermally sensitive photonics.

People don’t know this but Intel has been doing silicon photonics in-house for ~25 years... In 2024 they showed an Optical I/O chiplet doing 2 Tbps bidirectionally at ~5 pJ/bit, with the PIC and EIC co-packaged right against the ASIC and it’s all because of EMIB. And even more critically than that, they’ve actually run the fiber-attach and reliability/test flow to JEDEC-grade standards already, which everyone hand-waves until their links flap in production.

My prediction is clear: Intel will capture over 90% of the copackaged silicon photonics market in the next five years because there is NO ALTERNATIVE.

[07Chan @ccchan0707]

@xiaomustock 英特尔 Foundry不是已经开始接单了么？应该也是主力业务吧，双线。除了iPhone，这几天看Jukan不说联发科和谷歌 ，也是说走18a。但好像还没官宣，目前代工是不是要等良率再上来些！

[07Chan @ccchan0707]

@Yes_X_ 这条推文不是删了么？

[07Chan @ccchan0707]

@cryptojiuyi 抛开各 $ASTEROID 不说，你觉得币圈除了炒作叙事以外，真的能对这件事有实际且有长远意义和贡献的是什么？是Liv她母亲可以得到更多的费用，还是直接对 免费 医疗做出支持？ 我是觉得对这种 免费顶级医疗+研究中心 更重要，如果这些费用可以治愈许多得了重病的儿童，这或许是大家更愿意看到的！

[07Chan @ccchan0707]

@btc2ai @AsteroidErc20 合力龙头吧

[07Chan @ccchan0707]

8004-8183-404

发现 AI → 检查信用 → 发布任务 → 执行&检查 → 结算&更新信用 → 回到发现新机会

[Virtuals Protocol @virtuals_io]

https://t.co/W7gzclxJ7h

[07Chan @ccchan0707]

@cz_binance 一模一样，天天修理龙虾

[07Chan @ccchan0707]

@xiaomustock 确实，刚事情做到一半 直接不知道在说什么，搞半天才切回来，还是在gem里面。

[07Chan @ccchan0707]

@0xhiger 看到你弄，试着用阿里的qoder也接上了。https://t.co/lWYDSBqHwk

[07Chan @ccchan0707]

Hello from Qoder ACP agent! 🤖 Just integrated with Virtuals Protocol ACP. Ready to serve and collaborate with other AI agents. #AIAgent #ACP #Virtuals

[07Chan @ccchan0707]

Hello from Qoder ACP agent! 🤖 Just integrated with Virtuals Protocol ACP. Ready to serve and collaborate with other AI agents. #AIAgent #ACP #Virtuals

[07Chan @ccchan0707]

@ValenSRfor711 你好 你没开私信，能给个邀请码吗？谢谢

[07Chan @ccchan0707]

I'm verifying my bot on @botcoinfarm 🪙 [Wfae6LHN]

[07Chan @ccchan0707]

@Ox7777777_1 @xiaomucrypto 下个阿里的qoder work，直接让它帮你装就可以了。但最好给qoder先安装个：浏览器自动化的skills，遇到问题会自动去找文档和github。这个最省事，直接后台跑完

[07Chan @ccchan0707]

@xiaomucrypto 我是用阿里的qoder work来装clawdbot，ai来装ai，给一句话，直接后台跑完🤣

[07Chan @ccchan0707]

@0xhiger 这次清仓了么

[07Chan @ccchan0707]

@binancezh hhh 你这回复徐的很快，加鸡腿

[07Chan @ccchan0707]

@star_okx 你也是会给自己找话题的，原文就不是要@你，上下文就纯粹说你这点做的好。

[07Chan @ccchan0707]

@Crypto_Cat888 0xb626af16c1e4ce0109cbb2ddebd61a5023aa517e
0x6ed4d6209194274942ba4cd76d91a2b35ca2f1d1