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 |
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| Issues | 76 | Founded | a year ago | Last Issue | 3 days ago |
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damnang2.substack.comLatest Issues
Glass Substrate: The Order the Money Flows In
What CoPoS Has Confirmed, and What It Hasn’t Yet
The verbs in glass substrate news changed this year.
Catching Both Copper and Optics: ALAB and CRDO
Two Bets on the AI Connectivity Transition
Astera Labs ($ALAB) and Credo Technology ($CRDO) trade as a pair.
Vera Rubin’s DRAM Cut in Half: Is the Memory Cycle Really Over?
What disappeared, demand or the boundary between HBM, SOCAMM, and storage?
On June 4, SemiAnalysis reported that NVIDIA is lowering the standard configuration of SOCAMM, the memory module attached to the CPU side of Vera Rubin NVL72.
The Market Doesn’t Know CPO Yet
A blueprint for the second phase of the optics trade, drawn from the ground in Silicon Valley
Optics has been one of the hottest themes in AI infrastructure investing over the past year. Shares of optical component and module companies hav...
MicroLED: The Optical Technology All Three Memory Makers Are Watching
When Memory Meets Optics
The most expensive word in this AI cycle is bottleneck. As the datacenter bottleneck moved from compute to data movement, the memory companies holding HBM saw their stocks rerate first. As models grew, what ran sho...
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Authors
The writers behind this newsletter.
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry.
Seeing tech through a different wavelength. Photonics & semiconductor research
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