Company Deep Dives | Damnang’s Substack | Substack
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.
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Company Deep Dives
In depth analysis of semiconductor companies, their technologies, strategic positioning, competitive edge, and what the market may still be missing.
LATEST
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
6 hrs ago•Damnang
Coherent: The Company That Gets Stronger in the CPO Era
Rethinking Coherent Through What Management Confirmed Directly
Jun 17•Damnang
Catching Both Copper and Optics: ALAB and CRDO
Two Bets on the AI Connectivity Transition
Jun 9•Damnang
The Company That Shows Up No Matter Which Sector You Look At: A Full Anatomy of STM
The market is buying a glamorous customer list, but it’s margins that set the ceiling on the stock
Jun 2•Damnang
Why Is IBM Rising Again
IBM’s Real Technical Moat and the Question of an AI-Era Re-Rating
Jun 1•Damnang