Damnang
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Damnang’s Substack
Welcome to my Substack. Here, I share in depth analysis of semiconductor technology, companies, and industry trends in a way that is still easy for non specialists to follow. I hope you gain many valuable insights along the way.
10 posts · theirs
Lately
Will HBF Create Upside for Sandisk?
Optical Investing, Round Two: Which Names to Watch Now
What Does Rubin Ultra’s 8-Hi HBM Mean?
The Laser Market Repriced by Scale-Up CPO
The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology
The Power Delivery Bottleneck in AI Data Centers: Where and How to Invest
What Would Stop This Selloff?
After CXMT’s Listing, Do the Memory Three Have Further to Fall?
I Met with Semiconductor Experts in Korea
The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?
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