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 | 62 | Founded | a year ago | Last Issue | 6 days ago |
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damnang2.substack.comLatest Issues
Nokia ($NOK): The Market Is Still Putting This Company in the Wrong Bucket
A 4-Layer Optical Stack, NVIDIA's $1B, and the Beginning of Peer Group Migration
When I mapped 22 tickers across 7 layers and 6 archetypes in the Optical Investment Map, one paradox jumped out. The deepest vertically integrated group, 4-po...
The Real SpaceX IPO Beneficiaries Are in Semiconductors
A Supply Chain Anatomy - 8 Layers, 4 Baskets, 1 Map
The largest IPO in history kicks off in June.
The Re-rating in AI Power Started Here
Investment Map for Low-Voltage Layers ⑦,⑧,⑨
Of the 24 companies in the power investment map, the ones in the low-voltage tier have rallied the hardest. The return gap versus the high-voltage tier is more than 10x. The closest point to GPU...
Will the Memory Stock Rally Keep Going?
Scenario Analysis Beyond the HBM War
SK hynix posted 72% operating margin in a single quarter. Micron is locking in 3-to-5-year supply agreements. Samsung had a quarter where conventional DRAM profitability exceeded HBM.
OSAT: The Final Bottleneck in AI Chips
Is the Market Really Distinguishing What Happens Inside the Back End?
The re-rating of the AI semiconductor value chain has happened in the order of visibility. First it was GPUs. Then foundries. Then memory. Stock prices moved in the orde...
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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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