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 | 110 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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damnang.comLatest Issues
Is the 2028 Memory Downcycle Real?
The era of the HBM density peak. A focused analysis of the memory supply and demand outlook for 2028
HBM is a core technology that made the AI revolution possible. Even though it is more expensive than other memory, chip designers put more...
The AI Memory Masterclass with Damnang
HBM, NAND, NVIDIA’s bargaining power, and the trade-offs between SK hynix, Samsung, Micron, Sandisk, and CXMT.
This article was written in collaboration with Edelbridge Alpha and summarizes a conversation Daniel Koss and I had about memory...
In the AI Era, Whoever Takes the Memory Hierarchy Wins
TL;DR AI inference data splits into weights that are read constantly and context that is in use, versus weights that are read rarely and context that is waiting.
As the AI era arrives, the memory hierarchy is becoming more varied and more...
Optical, Round Two: The Mispriced, the Conditional, and the Worth Paying Up For
Redrawing the optical investment map with technology direction, valuation, and market expectation all converted into factors.
Redrawing the optical investment map with technology direction, valuation, and market expectation all converted i...
The AI Investment Map: From Tokens to Megawatts
TL;DR
- Capex by the four largest hyperscalers is on track to exceed $700B in 2026. The demand signal is strong, but each layer responds on a different clock, and capacity further down the stack moves more slowly and less reversibly....
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EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
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