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Damnang Research

Damnang, Aurelion Research, Daniel Koss, Edelbridge Alpha
Thousands of paid subscribers

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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Issues121Founded2 years agoLast Issue17 days ago
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Latest Issues

How AI Is Changing Advertising Market

A conversation with a Meta ads engineer about advertising, AI, Muse and smart glasses

Interview: September 28, 2026 · US Pacific Time · Approximately 54 minutes

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Cerebras's Mass Production Challenges

As someone with a strong technical interest in Cerebras and WSE-3, the third generation of WSE, the world’s first commercially available wafer scale AI chip, I suddenly became curious. How should yield even be defined for this enormous chip...

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[Expert Call Report] Another Side of Micron, Seen from Its Taiwan Fabs

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How HBM4 Is Changing Competition Among the Three Memory Companies

I am positive on the memory industry,

I am positive on the memory industry,

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[Expert Call Report] The Next Memory Race Will Not Be Decided by Scaling Alone

An SK hynix process expert on 3D DRAM, separating cells and peripheral circuits, HBM, and AI systems

Interview: September 19, 2026, Pacific time · Approximately 90 minutes

a month ago
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  • Damnang

    EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand

  • Aurelion Research

    Independent investment research on global equities and commodities. Aurelion Index 1-year return +120%.

  • Daniel Koss
  • Edelbridge Alpha

    AI infrastructure investors & active traders sharing trade ideas, deep dives, and live portfolio updates. 2026 YTD: +350%. Known for running “AI Infrastructure” currently the highest-performing public portfolio on Autopilot.

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