eding421

ECE PhD @USC

[Armand Domalewski @ArmandDoma]

one major difference between SF and Seattle politics is that in Seattle progressives are the more pro-housing coalition while in SF it is the exact opposite

[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.

[Zachary Donnini @ZacharyDonnini]

Raman needed to beat Pratt by 8.7 points in the remaining vote today. Instead, she won this drop by 22.5 points, and it was a large batch.

That puts Nithya Raman on track to join Karen Bass in a November runoff between two Democrats.

[Zachary Donnini @ZacharyDonnini]

@VoteHub Eric Swalwell got 8% in this drop.

[eding421 @eding421]

@PokiJaciii @RaginMode Typical

Yes on 50 looked weak in SD county then they counted late VBM…

[SemiAnalysis @SemiAnalysis_]

Happy Pride Month! 🏳️‍🌈 This Pride Month, we're celebrating every engineer, analyst, and reader who makes this community what it is.

[Paul Mitchell @paulmitche11]

In case you weren’t glued to your TV last night, I had a great time with @Elex_Michaelson @SenatorBoxer and @abelmaldonado on @CNNTheStoryIs covering this historic governor’s election!

[♊︎ 𝓟𝓸𝓴𝓲𝓙𝓪𝓬𝓲 🧋🌴💖💜💙 @PokiJaciii]

Vote center backstabbing Pratt

[eding421 @eding421]

lol

[eding421 @eding421]

@MordredWil @umichvoter Yes this is good!

[eding421 @eding421]

@jM0rris_ @PokiJaciii I assume it’s all E Day, late VBM starts being counted tomorrow morning. Early VBM should be all in by now, LA does a huge dump at the beginning of the night.

[eding421 @eding421]

@corncobanalysis @PokiJaciii LA Vote Center was D+12 or something today

[eding421 @eding421]

@PokiJaciii Late VBM will settle this

[eding421 @eding421]

@ElliscbIV @Dayyvidd_ @PokiJaciii lmao

[Ellis Bates @ElliscbIV]

Marin County ~11:25 PM PST vote drop:

🟦Steyer 38% (+12)
🟦Becerra 26%
🟥Hilton 20%

Countywide shift since the VBM report:

🟦Steyer 38% -> 39% (+1%)
🟦Becerra 39% -> 38% (-1%)

[Zachary Donnini @ZacharyDonnini]

Steyer is seeing some of the movement he needs out of San Francisco's election day returns.

He not only needs a heavily Democratic trail, but also needs to significantly outperform his early mail ballot margins against Becerra. Still needs a lot of things to break his way.

[eding421 @eding421]

@Planet_Central You can see The Chinese from space

[umichvoter @umichvoter]

SAN FRANCISCO

🟢 Steyer 30k
🟣 Becerra 24k
🔴 Hilton 11k

[eding421 @eding421]

@lasthinguforget @Robpxn @electionsjoe Same!!!!