Jack Huang

Capturing photons (optics), electrons (semis), and dollars (investing), TMT/AI/Semis/Optics/EPDA, 미국인/米國人/Amerikaner, Chicagoan, @uchicago a while ago, DMs open

[Jack Huang @photonjaeger]

In case anyone asks again, I only ever talk about tech fundamentals (physics/engineering/economics) here. Why? Unlike @RYANHINGSHING (serious Cuhk physics alum), I just knew a bit of physics from a small local (midwestern) liberal arts place and dabbled a bit in optics too…

[Jack Huang @photonjaeger]

@LIWEI_TWCapital @RYANHINGSHING @ShanghaoJin @schwerelosio 我只講技術基礎（物理/工程/經濟），別人如何敘事或講鬼故事與我無關。

[Jack Huang @photonjaeger]

@Unclestocknotes @RYANHINGSHING 大叔，你也感興趣？這什麼世道？童年回憶光學特別冷門而且光纖這種東西已經是大宗商品。我只是仰慕高錕（曾經當過@ryanhingshing 母校校長）才曉得有這領域。

[Jack Huang @photonjaeger]

Perhaps I should write more of the ion exchange waveguide piece I promised you sooner, @RYANHINGSHING.

[Unclestocknotes @Unclestocknotes]

經濟日報報導大立光昨天法說會，法人提問的八成問題聚焦CPO， #GLW Glass Bridge（玻璃橋）對產業影響。康寧日前推出玻璃橋技術後，引發市場憂心將取代既有光通訊技術。

林恩平分析，康寧玻璃橋技術主要針對EC（邊緣耦合器）設計，即光訊號從光纖導入光子積體電路 （PIC）時，將光線從晶片側邊端面進行耦合對接；但現在市場主流設計是GC（光柵耦合器），也就是大立光目前投入的領域，主要利用微結構光柵將光線垂直導入或導出晶片，兩者並不同。

林恩平強調，EC和GC各有不同應用，不可能全部走EC，EC也不可能跨到GC來，兩者仍並存，「我們（大立光）仍走自己的步調。」市場人士分析，目前輝達的GPU主要採用GC的設計，至於超微及博通等大廠則以EC設計為主，主要因為EC針對對準的容忍度很小，稍微偏差就會產生嚴重光損，玻璃橋確實可以解決該問題，但GC的優點是晶片設計彈性大，測試與對準相對容易，適合大規模自動化量產，目前市場採用度較高。

談到FA新訂單，林恩平說，目前為一排的設計，大立光的優勢在於自動化及高精度，客戶選擇大立光，除了看重自動化技術，也容易找到問題。

這點跟我寫的康寧報告是一致的。

[Jack Huang @photonjaeger]

@HiCagr @pangram I mean - I like what you cover and want to repost your tweets sometimes, but please don’t use ai slop.

[Jack Huang @photonjaeger]

@pangram ai slop?

[Jack Huang @photonjaeger]

@HiCagr @pangram Ai slop, no bueno

[Jack Huang @photonjaeger]

I concur with @siliconcodesign - it is the same thing in semiconductors and optoelectronics. At any given point in time, there would be multiple candidate technologies on different parts of a tradeoff curve. For example, now it is dfb laser v vcsels v microled for light sources.

[Chad Wallace @siliconcodesign]

Yeah I do think Michael Burry is smart, but people put him on a pedestal due to ONE prediction about the 08 crisis.

People don't realize they are falling into the trap of "survivorship bias" and it causes them to give more weight to his opinions even when he is wrong half the time after the fact.

[Jack Huang @photonjaeger]

I forgot to ask you - is the food authentic, @QuentinWach?

[Jack Huang @photonjaeger]

近來我都被你帶壞了, @RYANHINGSHING, 往後儘量少講科技金融，回歸到昔日的文青風格，多講人文飲食風景。今日就展示波蘭田野風采！

[Jack Huang @photonjaeger]

Don’t overthink it, @jukan05 @RYANHINGSHING @zephyr_z9 - just directly look at the cross sections of the chip and system with a firm understanding of the fundamentals. It doesn’t matter what anyone said if you understand the fundamentals and thus tradeoffs.

[Jukan @jukan05]

Reposted without comment.

[Jack Huang @photonjaeger]

Lol, who needs a HKer wife when you can have a tvb actress level ChatGPT Sol, @RYANHINGSHING @ShanghaoJin?

[Ken W @kenw_2]

说实话，我刚也试了一下粤语，也被吓到了，感觉就是TVB的女演员在和我对话，这真人感有点可怕。

之前的版本，GPT的粤语是本地捞的水平，现在已经可以大胆当作粤语老师来使用了。

[Jack Huang @photonjaeger]

Now, imagine through silicon/glass electrical/optical vias all integrated on the same substrate.

[outside five sigma @jwt0625]

today we admire the vertical hole etching step of NAND memory, where the pitch is 140 nm and hole diameter around 100 nm, etched at as cold as -60 C for higher aspect ratio, and they go as deep as 10 um penetrating thru multiple nitride and oxide layers, and you have few billions of them per NAND die and few trillions of them per 12 in wafer.

[Jack Huang @photonjaeger]

Exactly, you can also tell a lot about chip designers who either mucked up the packaging or didn’t even think about it when designing a chip.

[Yun-Ta Tsai @yunta_tsai]

You can tell some brands of home appliances that their design engineers never repair their own stuff—like screws in weird places.

A five-minute repair can take an hour, and it’s not because of packaging or structure issues, as far as I could tell.

[Jack Huang @photonjaeger]

@Phoenixyin13 不是吧？@ryanhingshing @cherylwoooo， 珠三角什麼時候有這樣的陋習？

[Jack Huang @photonjaeger]

@johnhodgeml Does this account for the cost of radiation hardening?

[Jack Huang @photonjaeger]

@johnhodgeml Thanks, @RYANHINGSHING and I will wield this against all of the amateur AI semis supply chain “analysts” out there.

[Jack Huang @photonjaeger]

Good repo (thanks, @johnhodgeml), I will put together a comprehensive one for a dear friend who wants to think about his entire portfolio (financial portfolio + human capital) systematically and plan accordingly.

[John Hodge @johnhodgeml]

Can AI improve financial planning without inventing numbers?

Planner-lab keeps LLMs out of math: tested code calculates, a ledger traces results, and a critic blocks unsupported claims.

For CFPs and ML builders:
https://t.co/HnC6eLYnUP

[Jack Huang @photonjaeger]

The value add of anyone in an applied field is the crystallized experiences of actual practitioners. Say no to amateur AI hardware analysts and say yes to seasoned practitioners like @siliconcodesign, @PhotonCap, @damnang2, and so on.

[Chad Wallace @siliconcodesign]

My in-depth AI hardware content is written for curious people and NOT written for the 90% of hype and buzzword driven people looking for a quick stock pick.

The internet is already saturated with trendy semiconductor industry content, especially in the software domain, that does not serve the engineers working in those industries well.

After personally attending major flagship semiconductor conferences, I find there is a massive difference between the way engineers talk about technical topics vs how they are portrayed on the surface.

I write in-depth technical content specifically for the system architects, engineering leaders, and engineers actually working on these systems to gain more system context. We dive into conventional architectures and real time constraints such as jitter, thermals, packaging, and the PDN from first principles and how they impact the performance of high-speed and high-power systems.

If you’re not interested in this level of depth and want to stay on the surface, this Substack is not for you.

However, if you’re curious to learn more, I invite you to check out a few of my deep dives on my Substack “Silicon Co -Design”.

https://t.co/atebRcUn6C

[Jack Huang @photonjaeger]

Let’s go, @RYANHINGSHING!

[Claude @claudeai]

We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.

[Jack Huang @photonjaeger]

In a sea of AI slop, I can only recommend serious books in German, Japanese, Korean, English, and traditional Chinese. I never chase “bottlenecks” (which seem to coincide with the expertise of the person/co) but try to understand the fundamentals. The two books are good primers.

[とるえん@化学メーカー分析 @cbs_chemical]

半導体材料の入門としては『新・半導体産業のすべて』という本がおすすめ。

半導体の製造工程や使用される材料がひと通り説明されている。

半導体材料の概要について知りたい人はぜひ。

https://t.co/5PXOHSHzDm #ad

[Jack Huang @photonjaeger]

🍿🍿🍿，@ryanhingshing! 上次我們還只是會唱友情歲月的小孩子。

[outside five sigma @jwt0625]

C band people have really gotten proper education thru the dot com, and O band people are yet to take their pills

[Jack Huang @photonjaeger]

@Omercheema @RYANHINGSHING