# scale up (audio feeds) — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover scale up.

Page: <https://rssamplifier.com/topics/scale-up/audio>  
Feed: <https://rssamplifier.com/topics/scale-up/audio.md>

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## [Will HBF Create Upside for Sandisk?](https://damnang2.substack.com/p/will-hbf-create-upside-for-sandisk)

_2026-08-18 · Damnang · Damnang’s Substack_

Feasibility and adoption across four architectures

## [Optical Investing, Round Two: Which Names to Watch Now](https://damnang2.substack.com/p/optical-investing-round-two-which)

_2026-08-13 · Damnang · Damnang’s Substack_

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?](https://damnang2.substack.com/p/what-does-rubin-ultras-8-hi-hbm-mean)

_2026-08-11 · Damnang · Damnang’s Substack_

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](https://damnang2.substack.com/p/the-laser-market-repriced-by-scale)

_2026-08-08 · Damnang · Damnang’s Substack_

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](https://damnang2.substack.com/p/the-trigger-for-phase-two-of-the)

_2026-08-04 · Damnang · Damnang’s Substack_

Why $AAOI, $COHR, $LITE, $MRVL, and Other Optical Stocks Surged

## [The Power Delivery Bottleneck in AI Data Centers: Where and How to Invest](https://damnang2.substack.com/p/the-power-delivery-bottleneck-in)

_2026-08-04 · Damnang · Damnang’s Substack_

MPWR, VICOR, MURATA, and SAMSUNG ELECTRO-MECHANICS

## [What Would Stop This Selloff?](https://damnang2.substack.com/p/what-would-stop-this-selloff)

_2026-07-29 · Damnang · Damnang’s Substack_

The real meaning of the SK hynix print

## [After CXMT’s Listing, Do the Memory Three Have Further to Fall?](https://damnang2.substack.com/p/after-cxmts-listing-do-the-memory)

_2026-07-27 · Damnang · Damnang’s Substack_

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](https://damnang2.substack.com/p/i-met-with-semiconductor-experts)

_2026-07-25 · Damnang · Damnang’s Substack_

As I mentioned earlier, I am currently in Korea for vacation.

## [Licensed Dispensaries, Pay with Crypto (Sponsored)](https://crawlproof.com/a/PG24BTbuJ2RZ)

_2026-07-25 · **Sponsored**_

Search verified licensed dispensaries and pay with Bitcoin, Lightning, or stablecoins.

## [The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?](https://damnang2.substack.com/p/the-open-source-ai-era-will-hyperscalers)

_2026-07-19 · Damnang · Damnang’s Substack_

Compute and memory demand, worked out on the income statement