| 1. | | Practical Parametric Yield (irrationalanalysis.substack.com) |
| 1 point by EvgeniyZh 34 days ago | past |
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| 2. | | HBM: High-Bandwidth Mistake (irrationalanalysis.substack.com) |
| 17 points by gok 38 days ago | past | 1 comment |
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| 3. | | Hot Chips 2026: Irrational Recap (irrationalanalysis.substack.com) |
| 13 points by zdw 62 days ago | past |
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| 4. | | Hot Chips 2026: Irrational Recap (irrationalanalysis.substack.com) |
| 4 points by akshayt 62 days ago | past |
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| 5. | | [V]ery [L]ong [I]ncoherent [W]riteup (irrationalanalysis.substack.com) |
| 2 points by kaladin-jasnah on June 10, 2025 | past |
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| 6. | | GTC 2025: Co-Packaged Optics Switching (irrationalanalysis.substack.com) |
| 2 points by htk on March 19, 2025 | past |
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| 7. | | Macro, Mobile, Markets, and Mercy for Intel (irrationalanalysis.substack.com) |
| 1 point by htk on March 16, 2025 | past |
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| 8. | | A Guide on Semiconductor Development (2023) (irrationalanalysis.substack.com) |
| 1 point by walterbell on Feb 15, 2025 | past |
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| 9. | | A Background-Proof Guide on Semiconductor Foundry PDKs (Process Development Kit) (irrationalanalysis.substack.com) |
| 2 points by walterbell on Feb 15, 2025 | past |
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| 10. | | Intel 4Q2024 Preview: The Piranha's Smell Blood (irrationalanalysis.substack.com) |
| 2 points by ksec on Jan 30, 2025 | past | 1 comment |
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| 11. | | A Background-Proof Guide on Process Development Kits (irrationalanalysis.substack.com) |
| 1 point by klelatti on Jan 24, 2025 | past |
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| 12. | | Tenstorrent and the State of AI Hardware Startups (irrationalanalysis.substack.com) |
| 224 points by zdw on Dec 15, 2024 | past | 124 comments |
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| 13. | | ARM's Chernobyl Moment (irrationalanalysis.substack.com) |
| 43 points by ezequiel-garzon on Oct 24, 2024 | past | 15 comments |
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| 14. | | Hot Chips 2024: Irrational Recap (irrationalanalysis.substack.com) |
| 2 points by luyu_wu on Sept 9, 2024 | past |
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| 15. | | A Background-Proof Guide on AI (irrationalanalysis.substack.com) |
| 3 points by bigfish24 on Aug 20, 2024 | past |
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| 16. | | [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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