Irrational Analysis(@insane_analyst):1. A basic understanding of signal integrity made it obvious to me over a year ago that Kyber backplane would not work. 2. $TSEM Japan fab is booked, largely for DWDM NVDA NPO. 3. $LITE UHP laser COGS is $5. ASP to NVDA is $30+. ASP to others is much higher.

Irrational Analysis

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Irrational Analysis@insane_analyst

2026.07.05 23:09

1. A basic understanding of signal integrity made it obvious to me over a year ago that Kyber backplane would not work. 2. $TSEM Japan fab is booked, largely for DWDM NVDA NPO. 3. $LITE UHP laser COGS is $5. ASP to NVDA is $30+. ASP to others is much higher.

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