Vikram Sekar
@vikramskr
I write a newsletter with easy but detailed explainers on semiconductor technology for busy engineers and investors | Views mine | Sr. Staff Engineer at $QCOM
Generative AI meets RF circuit design = game changer • Passive networks tailored by diffusion models. • Specify stop-band/pass-band; AI does the rest. • Pixel patterns are not intuitive to electrical response. Designs getting more abstract. Prepare for a cognitive shift.

If this is how "vibes" are working out for software, imagine what will happen if you try to vibe on chip design.
How it started: "AI vibe coding tools will replace devs!" How it's going: "Do this: - Provide it w a detailed spec - Break down tasks to small ones - Separate dev and prod envs - Do NOT give access to the agent to prod - Never trust the agent; verify every step it takes - ...
So interesting. Fact or fiction? Nvidia was rejected by Samsung on HBM, advanced logic and CUDA.
Reports: Samsung, SK's 'HBM Destiny' Overturned When Jensen Huang Visited Korea in 2018 It's been explained that the divergent performances of Samsung Electronics' semiconductor division and SK Hynix stemmed from Samsung Electronics' rejection of Nvidia CEO Jensen Huang's…
TIL that satellites can have even 20 redundant amplifiers. I understand failure is not an option, but 20?!

Our commercial and military radars are strong enough that we are transmitting a unique technosignature that identifies us as an advanced technological race to anybody listening within 200 light years. gizmodo.com/aliens-can-det…
A number of people have told me to start explaining stuff casually on video. Not highly produced ones. Not terse either. Water cooler vibes. Just explaining stuff. I’ll try not to bore you to death. Would you watch?
Power needs for future AI racks are going to get so nuts, the busbar carrying current to all the compute trays needs to be liquid cooled. If ya'll start overusing Grok AI companions, I don't know what we're gonna do.

FinalReport_v19_fixed2_correct_final_20250619_updated_reallyfinal_v3 Hardware engineer’s git
my industry has never heard of git and could not possibly be asked to adopt it
A new found head cold is befuddling all my writing activities. I was going to make a post about Samsung today, the lack of customers in their new fab, and why people are quitting for SK Hynix. Well, this post will have to do for today. Here’s an image from Chosun Daily.

Cadence and Synopsys are selling picks and shovels in this AI market; Look at those gross margins... All startup EDA companies will feed into the tool kits of these two companies most likely. Create a killer AI-enabled EDA flow, and these two will acqui-hire to suck it up.
Since the announcement of merger with Synopsys in Jan 2024, Ansys revenue grew 12% in CY24 to $2.5B at 89% GM and 28.2% OPM. 50% of revenue from software licenses. The deal increases their TAM by 1.5x to $28B by CY28 (11% CAGR from CY23 base). Ansys has 30% exposure to…