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.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 100 | Founded | a year ago | Last Issue | 11 days ago |
| Active | |||||
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damnang2.substack.comLatest Issues
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.
Earlier this year, the theme that led the market’s big rally was without question the optical sector. Almost every optical stock set new...
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.
Since SemiAnalysis published its institutional report on t...
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 biggest confusion in discussions of CPO is that scale-out and scale-up are used without distinction. With NPO added to the picture...
The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology
Optical stocks surged across the board in today’s premarket session following reports that the United States is preparing restrictions on imports of Chinese optical transceivers used in data centers.
The companies most directly exposed to...
The Power Delivery Bottleneck in AI Data Centers: Where and How to Invest
MPWR, VICOR, MURATA, and SAMSUNG ELECTRO-MECHANICS
Power comes up in every conversation about AI infrastructure bottlenecks.
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EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
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