Damnang’s Substack

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.

Over 11,000 subscribers

Recent Articles

AAOI: Down 37% From Its Peak. Opportunity or Trap?

The Laser Self-Supply Advantage, CPO as the Proving Ground, and Profit That Still Isn’t Proven

5 hrs ago • Damnang

AI Datacenter Power Investment Map: From 765kV to 0.65V
May 6 • Damnang, Nutty, and PhotonCap

Damnang's Optical Investment Map v1.0
Apr 19 • Damnang

Will the Memory Stock Rally Keep Going?
May 12 • Damnang

The Real Bottleneck in the Optical Interconnect Cycle Is InP
Apr 22 • Damnang