#silicon photonics
4 related articles
·5 min
Why Are China's Open-Source AI Models Getting Stronger? A Deep Dive Into Three Comeback Strategies
Facing US chip bans and closed-source monopoly, how do China's open-source AI models keep fighting back? A deep dive into three core paths: open-source pricing games, optical interconnect positioning, and on-device scenarios.
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·5 min
Why Are China's Open-Source AI Models Getting Stronger? A Deep Dive into Three Comeback Paths
Facing US chip bans and closed-source monopolies, how do China's open-source AI models keep striking back? A deep dive into three core paths: open-source pricing-power games, optical interconnect positioning, and edge-side use cases.
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·2 min
Marvell: The Hidden Giant Behind AI Infrastructure — Four Technical Aces Explained
Deep dive into how Marvell leverages UALink switch chips, CXL memory tech, custom ASIC foundry services, and silicon photonics to become an indispensable core supplier in AI infrastructure.
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·4 min
Deconstructing the Serenity Methodology: An Investment Research Framework from Market Leaders to Physical Bottlenecks
Deep breakdown of anonymous trader Serenity's methodology: drilling from market leaders along supply chains, using four hard conditions to identify physical chokepoints, and building a repeatable pipeline with Claude Code.
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