Will HBF Create Upside for Sandisk?
Feasibility and adoption across four architectures
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.
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Latest episodes
Optical Investing, Round Two: Which Names to Watch Now
Earlier this year, the theme that led the market’s big rally was without question the optical sector.
What Does Rubin Ultra’s 8-Hi HBM Mean?
Since SemiAnalysis published its institutional report on the HBM4 8-Hi despec, a wide range of interpretations and speculation surrounding it has spread quickly through the market.
The Laser Market Repriced by Scale-Up CPO
The biggest confusion in discussions of CPO is that scale-out and scale-up are used without distinction.
The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology
Why $AAOI, $COHR, $LITE, $MRVL, and Other Optical Stocks Surged
The Power Delivery Bottleneck in AI Data Centers: Where and How to Invest
MPWR, VICOR, MURATA, and SAMSUNG ELECTRO-MECHANICS
What Would Stop This Selloff?
The real meaning of the SK hynix print
After CXMT’s Listing, Do the Memory Three Have Further to Fall?
In mid-July 2026, when CXMT confirmed its listing date, Micron fell 8% and lost its one trillion dollar market capitalization, and Samsung Electronics and SK hynix sold off alongside it.
I Met with Semiconductor Experts in Korea
As I mentioned earlier, I am currently in Korea for vacation.
The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?
Compute and memory demand, worked out on the income statement