Damnang Research
Damnang, Aurelion Research, Edelbridge Alpha, Daniel KossWelcome 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.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 116 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||
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damnang.comLatest Issues
Co-Packaged, Near-Packaged, Always Tested
TL;DR Even if CPO is late and NPO is used first, the growth of optical test companies continues.
The optical sector’s stocks surged early this year amid AI optical interconnect demand and CPO expectations, but after a research firm publish...
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Damnang Research now holds over a hundred essays and more than 400 reader questions. The archive keeps growing, which makes it harder to know where to start.
If you subscribed recent...
[Expert Call Report] How Is Micron Making HBM Faster?
A conversation with a Micron interface design engineer on HBM4, HBM5, TSVs, custom HBM, and the challenges ahead for 3D stacking
The importance of HBM bandwidth is now familiar. But what has to change inside HBM to make each pin faster? I...
Ciena & Fabrinet: The Road Ahead for Optics
In this piece, we examine where optics and photonics are heading, combining our industry work with conversations with management at Fabrinet (NYSE: FN) and Ciena (NYSE: CIEN). Both companies are crucial players in the optical ecosystem, but...
[Expert Call Report] Samsung HBM Hybrid Bonding: From Technology to Volume Production
Note: After organizing the content, I asked AI to help summarize and edit it.
The expert who participated in this call is a Samsung packaging engineer specializing in HBM hybrid bonding research and development.
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EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
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