OFC Preview, Hock’s CPO View, MU Preview, META Layoff, FundaAI's Coding Agent in Practice, HIMX, New Consortium, RBRK, APP

While the market’s focus remains on crude oil prices and geopolitical tensions, this has been a week of optics for us on the research side, arguably the most debated sector in AI, with some names defying market gravity. We are very happy to see many of our good friends and publications we highly admire increasingly focusing on this area we’ve loved since we started this Substack (Shoutout to , Akram @akramsrazor, Citrini @Citrini7, Collyer Bridge @illyquid, TMTB , Serenity @aleabitoreddit, Ben Pouladian , Jason @jasons_chips, and more). Please enjoy our relevant reports below and stay tuned for more with OFC/GTC coming next week.

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This week’s reports

OFC 2026 Preview - Following our GTC preview, we share our view on the other major tech event next week. We believe the transition from 200G to 400G per lane is not just a speed bump — it fundamentally reshapes modulation schemes, material platforms, and the entire value chain. Read this one together with our GTC Preview from last week.