Archive - Damnang’s Substack
Damnang’s Substack
SPHBM4: The HBM Packaging Playbook Is Changing
How a Standard That Bypasses the Silicon Interposer Reshapes the Memory and Foundry Order
How the Memory Tax Gets Solved
Coherent: The Company That Gets Stronger in the CPO Era
If CoPoS Arrives, Who Makes Money First
Glass Substrate: The Order the Money Flows In
Catching Both Copper and Optics: ALAB and CRDO
Vera Rubin’s DRAM Cut in Half: Is the Memory Cycle Really Over?
The Market Doesn’t Know CPO Yet
MicroLED: The Optical Technology All Three Memory Makers Are Watching
The Company That Shows Up No Matter Which Sector You Look At: A Full Anatomy of STM
May 2026
Murata: The Stock You Missed If You Only Bought GPUs and HBM in the AI Rally
Cerebras WSE-3: The Technical Achievement and the Physical Ceiling
Edge AI Investing Guide: Where Capital Goes After Cloud AI
Sivers Semiconductors: Verifying the Thesis After a 2,100% Run in Six Months
Marvell Part 2: After a 2x Move, How Much Higher Can It Go?
A Mid-Point Review of the Stocks I've Covered
Lattice Semiconductor: The Companion Chip That Wins Either Way
Nokia ($NOK): The Market Is Still Putting This Company in the Wrong Bucket