Mini-Analysis

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

Pretty pictures!

Mar 3 •

Irrational Analysis

$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

High Bandwidth Flash and Sandisk Investor Day 2025

If it sounds like cope, it probably is cope.

Feb 13 •

Irrational Analysis

Marvell PCIe 7 Switch: Existential Threat to Astera Labs

DesignCon demos have given away what is coming!

Feb 2 •

Irrational Analysis

Emergency DeepSeek Note

Stupidity, panic, and margin calls.

Jan 28 •

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

Long MRDIMM, Short NAND Flash

Bonus: Samsung DS-Memory epic fail coverage.

Jan 5 •

Irrational Analysis

Tenstorrent and the State of AI Hardware Startups

Semi-custom silicon is a bigger problem than Nvidia.

Dec 15, 2024 •

Irrational Analysis

Brief Intel 18A Yield Note

What the rumors really mean.

Dec 8, 2024 •

Irrational Analysis

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