Archive - Irrational Analysis

iPhone 16e Teardown: $SITM maybe back, $QCOM out

Pretty pictures!

Mar 3 •

Irrational Analysis

February 2025

$CEVA -- Apple Modem YOLO

Some context on excellent Fabricated Knowledge post.

Feb 26 •

Irrational Analysis

ISSCC 2025: Ultra High-Speed SerDes

Broadcom bulls may have a minor concern.

Feb 20 •

Irrational Analysis

Optical Illusions: $FN $CIEN $SITM $LITE $TSEM $GFS $COHR $CSCO Ayar Labs

Finding an Optical Oasis in Shitco Sahara

Feb 16 •

Irrational Analysis

High Bandwidth Flash and Sandisk Investor Day 2025

If it sounds like cope, it probably is cope.

Feb 13 •

Irrational Analysis

[1QCY25] $INTC $AMD $QCOM $ARM $FN $COHR $SITM $QRVO $SWKS $ONTO

Reading in-between the lines.

Feb 7 •

Irrational Analysis

Marvell PCIe 7 Switch: Existential Threat to Astera Labs

DesignCon demos have given away what is coming!

Feb 2 •

Irrational Analysis

January 2025

Emergency DeepSeek Note

Stupidity, panic, and margin calls.

Jan 28 •

Irrational Analysis

A Background-Proof Guide on Process Development Kits

A practical approach.

Jan 24 •

Irrational Analysis

Intel 4Q2024 Preview: The Piranha's Smell Blood

Opinions on the next two years of client/laptop/PC market share.

Jan 15 •

Irrational Analysis

Datacenter GPU H1 2025 Outlook

Market sentiment and possible impacts to Nvidia and AMD.

Jan 12 •

Irrational Analysis

CES 2025: The Death of Intel Products

The x86 and "Wintel" moats are gone.

Jan 9 •

Irrational Analysis

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