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 | 92 | Founded | a year ago | Last Issue | 3 days ago |
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damnang2.substack.comLatest Issues
The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?
Compute and memory demand, worked out on the income statement
Semiconductor investors have had a run of unsettling news.
Optical Investing, Act Two: Three Signals From AEHR’s Earnings
In my late-March analysis of Aehr Test Systems (AEHR), I laid out three things the thesis still needed to prove: that bookings would convert to revenue, that gross margin would recover, and that customers in the evaluation stage would move...
Custom Memory, Deeper into the Die, Shallower the Cycle
How far compute moves toward memory
The last piece followed the structural evolution from HBM to cHBM to memory-on-logic, using HBM as the reference application, and argued that the memory business is turning into a custom silicon business...
How I Invest in AI Infrastructure
Since starting my Substack, I get asked for stock picks all the time.
“Could you pick the three best names in optics?” “Which stock will make the most money in the next three months?”
Questions like these honestly leave me a little embarr...
Memory-on-Logic: Re-Rating Memory Beyond the Cycle
The moment memory companies become custom silicon companies
The market and a number of recent reports have grown bearish on memory. The thesis runs that the wave of capacity additions arriving around 2027 and 2028 will let supply catch up...
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EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
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