Computex Mania 2026: Optics and Power

Austin and Vik discuss their recent experience at Computex, where they met for the first time in person after six months of podcasting together. They share insights about the massive show, the people they connected with, and the exciting developments in AI hardware and interconnect technology. Connect with Vik and Austin via a daily free newsletter: https://www.semidoped.com Vik's Paid Substack: https://www.viksnewsletter.com Austin's Paid Substack: https://www.chipstrat.com Chapters 00:00 Meeting in Person for the First Time 03:05 Experiencing Computex: A Massive Show 05:17 Connecting with the Audience: Real-Life Encounters 06:46 Networking with Industry Leaders 10:42 Keynote Highlights: Marvell's Vision 15:11 The Future of Interconnects: CPO and Beyond 22:54 Exploring Optical Interconnects and Future Technologies 25:56 Micro LED Developments and Future Conferences 27:34 Power Innovations in Data Centers 30:54 Intel's Keynote and New CPU Technologies 36:31 Intel Foundry's Advancements and Industry Implications