An analysis of the semiconductor industry highlights Nvidia's advancements in optical communication technology and critiques the performance of competitors like MediaTek and Celestial.
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Irrational Analysis offers engineering-driven investment insights with humor, focusing on public data since 2011.
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An analysis of Marvell's acquisition of Celestial AI highlights the potential risks and rewards of their technology in the semiconductor industry, particularly regarding thermal stability.
The post discusses the author's insights and opinions on the semiconductor industry, particularly focusing on the competition between Google/TPU and Nvidia/GPU, as well as MediaTek's role in the market. The author critiques the mi...
The post discusses the complexities and challenges of optical communication systems, particularly in the context of semiconductor technology. It highlights the difficulties in tuning and reliability of photonic systems compared to...
The post provides a detailed recap of the OCP Global Summit 2025, focusing on advancements in the semiconductor industry, particularly in co-packaged optics (CPO) and optical transceivers. It discusses various companies' presentat...
An analysis of semiconductor earnings reveals challenges and market dynamics affecting companies like Lumentum, Coherent, SiTime, Qualcomm, and ARM.
An analysis of VCSEL and DFB lasers in the semiconductor industry, highlighting their roles in data communication and personal investment insights on Lumentum stock.
An insightful exploration of the semiconductor industry, highlighting key technologies, market trends, and the author's personal trading philosophy and biases.
Nvidia's acquisition of Groq is a transformative move for AI hardware, reversing previous criticisms of Groq's architecture due to Nvidia's potential to unlock its capabilities.
An analysis of the semiconductor industry highlights significant challenges and failures in leading-edge logic technology, particularly for Intel and Samsung Foundry.
An analysis of obscure semiconductor investment opportunities, emphasizing lesser-known companies and the cyclical nature of the industry while providing personal trading insights.
The post explores the implications of using Semtech's ACC chip in high-speed data systems, emphasizing design challenges and the need for specific datasheets.
Nvidia's $20 billion licensing deal with Groq raises questions about the rationale and future development of Groq's unique technology architecture.
The post discusses a rumor regarding Marvell's interest in acquiring Celestial, a company specializing in Germanium-based electroabsorption modulators (EAM) for silicon photonics. The author critiques the lack of technical data pr...
An in-depth analysis of Tower Semiconductor and GlobalFoundries, exploring stock performance, market reactions, and the technical challenges of HBM4 qualification in the semiconductor industry.
Intel's mismanagement and poor engineering choices in the semiconductor sector are leading to significant market disadvantages compared to TSMC, as highlighted in this critical analysis.
A critical evaluation of semiconductor stocks, particularly optics, highlighting the accuracy of analyses and the author's investment strategies amidst market misconceptions.
Insights on the semiconductor industry highlight Nvidia and Broadcom's performance, market rumors, and personal trading experiences, with an optimistic outlook for future opportunities.
A year-end review of trading performance in the semiconductor sector, emphasizing transparency, independent research, and a personal investment philosophy without financial bias.
AAOI's past incompetence is overshadowed by recent improvements, making it a potential investment despite ongoing firmware issues in optical transceivers.
An update on semiconductor investments reveals Qualcomm's strategic shifts and challenges due to rising memory prices, alongside personal investment insights from the author.
The post discusses the semiconductor industry, focusing on the recent launch of Semianalysis's InferenceMax benchmark, which is compared to previous performance reviews. The author analyzes the competitive landscape between AMD an...
The author expresses frustration over Qualcomm's recent announcement of an 'AI inference rack' lacking detailed specifications, particularly during a pre-earnings quiet period. They reference past coverage of Qualcomm's struggles ...
Marvell's unexpected price surge amid a sector decline leads to personal investment frustrations and commentary on industry dynamics.