Top Tweets for #INTERCONNECT
Glad to be quoted in this informative @eetimes article about #OCIMSA, #Optical #AI #Scaleup & @GlobalFoundries leadership:
https://t.co/ar92poY9F3
➡️#AI ramp is making #optical #interconnect & for #Scaleup a necessity
➡️#CopakcagedOptics (#CPO) is the only way to match the speeds & power envelop
➡️#Hyperscalers pushing for #standardization to mix & match, and avoid vendor lock-in
➡️#OCIMSA formed by @nvidia, @OpenAI, @Meta, @AMD, @Broadcom @Microsoft
➡️$GFS was the first with a commercial #OCIMSA CPO solution
...Deployment by hyperscalers such as Amazon or Google for their own services, where they mix and match products from different vendors, is the initial business opportunity for the new standard, according to industry analyst Sangam. The standard has broad support from both the demand and supply sides, so the potential business opportunity is “huge,” Sangam noted...
@EETimes_EU @EETimesAsia #AgenticAI #siliconphotonics
The engineer’s guide to RF cable assembly selection and use
Complete guide -> https://t.co/HQ4R4Xs58F
📸: @MolexConnectors
#engineering #interconnect
🦑https://t.co/EuvhSd2Knl via @pinterest 🦑#interconnect 📟#complexity #StoryStyle #storytelling 📟#uandme #hugs #missu
The engineer’s guide to RF cable assembly selection and use
Complete guide → https://t.co/o976NVZpte
📸: @MolexConnectors
#engineering #interconnect
Matt explaining the advantages & limitations of Copper #interconnect & how #optical is moving to within-the-rack scale-up... and co-packaged optics #CPO
@computextaipei @MarvellTech $mrvl #Computex2026
The engineer’s guide to RF cable assembly selection and use
Complete guide -> https://t.co/HQ4R4Xs58F
📸: @MolexConnectors
#engineering #interconnect
The engineer’s guide to RF cable assembly selection and use
Complete guide → https://t.co/o976NVZpte
📸: @MolexConnectors
#engineering #interconnect
The engineer’s guide to RF cable assembly selection and use
Complete guide -> https://t.co/HQ4R4Xs58F
📸: @MolexConnectors
#engineering #interconnect
InterConnect 2026 is underway! Founder & CEO Nick Harris is detailing our vision for 3D photonics in next-gen AI infrastructure. Excited to welcome top analysts, investors, media, and partners to our new Mountain View HQ. #InterConnect @theanalognick
5月22日(金)13:00-17:00に、グローバルネット㈱がセミナー『AI時代の先端半導体デバイスと配線技術』を開催。講演4件。東京都千代田区・連合会館およびオンライン(Zoom)にて。詳細は https://t.co/IsIENlRSZp に。
#Seminar #AI #LeadingEdgeSemiconductor #Interconnect
The engineer’s guide to RF cable assembly selection and use
Complete guide → https://t.co/o976NVZpte
📸: @MolexConnectors
#engineering #interconnect
The engineer’s guide to RF cable assembly selection and use
Complete guide → https://t.co/o976NVZpte
📸: @MolexConnectors
#engineering #interconnect
The engineer’s guide to RF cable assembly selection and use
Complete guide -> https://t.co/HQ4R4Xs58F
📸: @MolexConnectors
#engineering #interconnect
The engineer’s guide to RF cable assembly selection and use
Complete guide → https://t.co/o976NVZpte
📸: @MolexConnectors
#engineering #interconnect
#AI #datacenter #interconnect $NVDA $AMZN $MSFT $GOOGL $META $MRVL $CLS $CIEN $LITE $ALAB $AAOI
In my small cap chart analysis video for @myequityempire subscribers last weekend, I highlighted $CRDO as a stock which looked like it was ready to start an uptrend 📈
Today: 🚀
$CIEN doing its best @SpaceX imitation🚀👀
#datacenter #interconnect $CLS $COHR $AAOI $GLW $LITE $ALAB $CRDO $AVGO $MRVL $POET $AXTI $LWLG
$VRT $NVT $CLS $COHR $AAOI $GEV $AEHR
At the start of 2025, I posted a "cheat sheet" to help PelicanTrader followers make 💰💰💰
Several names on this list are up 100%+ 📈
and $CIEN has 🚀 to all time highs 👀
For years, the #semiconductor industry has focused on scaling processing power. Now, another constraint has taken over: the #interconnect itself.
What used to be background infrastructure is now critical for #performance, #power, and #scalability.
➡️: https://t.co/hltqBU1Z3N
Norveçli Capital raised its price target on Credo Technology $CRDO to $300 and reiterated its Strong Buy rating.
$CRDO $AVGO $NVDA $AMD $MSFT $AMZN $GOOGL $META $SMCI $ANET $MRVL $CSCO $LITE $COHR $CIEN $INFN $TSM $MU $INTC $QCOM
#CRDO #AI #DataCenter #Interconnect #AEC #Copper #SerDes #Semiconductors #Chips #Networking #TechStocks #WallStreet #Nasdaq #Investing #Stocks #Tech #AIInfrastructure #Hyperscalers #Cloud #Datacenter #Borsa #Yatırım #Hisse
There is a clear bubble forming in optical stocks.
Many of them are trading around PEG ~2.
Meanwhile Micron Technology $MU and Credo Technology $CRDO are trading around PEG ~0.10.
Optics are essential for long distance links, but for short distance the economics matter. Copper AEC is often the more rational solution.
Most logical interconnect investment: Credo Technology $CRDO
Most logical memory investment: Micron Technology $MU
$MU $CRDO $LITE $COHR $CIEN $AAOI $AXTI $NVDA $AMD $AVGO $AMZN $GOOGL $META
#Micron #MU #CRDO #AI #Memory #HBM #DRAM #Interconnect #AEC #Copper #Optics #Photonics #Semiconductors #DataCenter #Stocks #WallStreet #Nasdaq #Investing
We are honoured to have been named GCT’s 2025 Global Distributor of the Year in recognition of our #excellence in terms of revenue growth, customer expansion and product reach. 🔥 🤝
Explore GCT's innovative #interconnect solutions for yourself here: https://t.co/aRs0Q8yUN3
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