# 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?](https://damnang2.substack.com/p/aaoi-down-37-from-its-peak-opportunity)

[The Laser Self-Supply Advantage, CPO as the Proving Ground, and Profit That Still Isn’t Proven](https://damnang2.substack.com/p/aaoi-down-37-from-its-peak-opportunity)

5 hrs ago • [Damnang](https://substack.com/@damnang)

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[AI Datacenter Power Investment Map: From 765kV to 0.65V](https://damnang2.substack.com/p/ai-datacenter-power-investment-map)  
May 6 • [Damnang](https://substack.com/@damnang), [Nutty](https://substack.com/@nuttycld), and [PhotonCap](https://substack.com/@photoncap)

[Damnang's Optical Investment Map v1.0](https://damnang2.substack.com/p/damnangs-optical-investment-map-v10)  
Apr 19 • [Damnang](https://substack.com/@damnang)

[Will the Memory Stock Rally Keep Going?](https://damnang2.substack.com/p/will-the-memory-stock-rally-keep)  
May 12 • [Damnang](https://substack.com/@damnang)

[The Real Bottleneck in the Optical Interconnect Cycle Is InP](https://damnang2.substack.com/p/the-real-bottleneck-in-the-optical-886)  
Apr 22 • [Damnang](https://substack.com/@damnang)

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