
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 | 121 | Founded | 2 years ago | Last Issue | 17 days ago |
| Active | |||||

A conversation with a Meta ads engineer about advertising, AI, Muse and smart glasses
Interview: September 28, 2026 · US Pacific Time · Approximately 54 minutes
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...
From HBM manufacturing challenges and yield improvement to compensation tensions and labor unrest in Taiwan
Damnang Research · Expert Call Report
I am positive on the memory industry,
I am positive on the memory industry,
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
Subscribers, engagement, traffic and sponsorship for Damnang Research.
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Where Damnang Research ranks on Google, and how much search traffic it brings in.
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How this newsletter ranks in the official Substack charts.
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The writers behind this newsletter.
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
Independent investment research on global equities and commodities. Aurelion Index 1-year return +120%.
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