Irrational Analysis Newsletter
Irrational Analysis is a technology newsletter that mostly covers Semiconductor Industry, Optics and Semiconductor Companies. We've analyzed 2 issues from the past year; the latest was published Oct 7, 2026.
In their own words: Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
Visit Irrational Analysis ↗Main topics at a glance
Top 8 topics by mentions over the past year
What Irrational Analysis writes about
semiconductor industry
2 mentionsdense SRAM
1 mentions5G
1 mentionsconnectivity
1 mentionsclock speed
1 mentionsAXTI
1 mentionsPDK technical deep-dive
1 mentionsCerebras
1 mentionssemiconductor companies
1 mentionsMarvell
1 mentionsGTC
1 mentionsWSE3
1 mentionsAndrew Feldman
1 mentionsNvidia
1 mentionsCiena
1 mentionspower draw
1 mentionsColovore
1 mentionsEDA tools
1 mentionstelco
1 mentionsdie-to-die PHY
1 mentionsproduct-level yield
1 mentionsNAND controllers
1 mentionsoptics
1 mentionsG42 deal
1 mentionsBroadcom
1 mentionsAI day
1 mentionsSerDes
1 mentionsTeralynx switches
1 mentionsparametric yield
1 mentionsRecent issues of Irrational Analysis
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