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| | [V]ery [L]ong [I]ncoherent [W]riteup (irrationalanalysis.substack.com) | | 2 points by kaladin-jasnah 8 months ago | past | |
| | GTC 2025: Co-Packaged Optics Switching (irrationalanalysis.substack.com) | | 2 points by htk 11 months ago | past | |
| | Macro, Mobile, Markets, and Mercy for Intel (irrationalanalysis.substack.com) | | 1 point by htk 11 months ago | past | |
| | A Guide on Semiconductor Development (2023) (irrationalanalysis.substack.com) | | 1 point by walterbell on Feb 15, 2025 | past | |
| | A Background-Proof Guide on Semiconductor Foundry PDKs (Process Development Kit) (irrationalanalysis.substack.com) | | 2 points by walterbell on Feb 15, 2025 | past | |
| | Intel 4Q2024 Preview: The Piranha's Smell Blood (irrationalanalysis.substack.com) | | 2 points by ksec on Jan 30, 2025 | past | 1 comment | |
| | A Background-Proof Guide on Process Development Kits (irrationalanalysis.substack.com) | | 1 point by klelatti on Jan 24, 2025 | past | |
| | Tenstorrent and the State of AI Hardware Startups (irrationalanalysis.substack.com) | | 224 points by zdw on Dec 15, 2024 | past | 124 comments | |
| | ARM's Chernobyl Moment (irrationalanalysis.substack.com) | | 43 points by ezequiel-garzon on Oct 24, 2024 | past | 15 comments | |
| | Hot Chips 2024: Irrational Recap (irrationalanalysis.substack.com) | | 2 points by luyu_wu on Sept 9, 2024 | past | |
| | A Background-Proof Guide on AI (irrationalanalysis.substack.com) | | 3 points by bigfish24 on Aug 20, 2024 | past | |
| | [V]ery [L]ong [I]ncoherent [W]riteup: Historical context on Groq (irrationalanalysis.substack.com) | | 1 point by CalChris on June 6, 2024 | past | |
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