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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Memory

Deep dives into HBM, DRAM, NAND, memory architecture, memory test, and the structural shifts redefining the semiconductor memory industry.

LATEST

SPHBM4: The HBM Packaging Playbook Is Changing

How a Standard That Bypasses the Silicon Interposer Reshapes the Memory and Foundry Order

Jun 22•Damnang

How the Memory Tax Gets Solved

Jun 18•Damnang

Vera Rubin’s DRAM Cut in Half: Is the Memory Cycle Really Over?

Jun 8•Damnang

Will the Memory Stock Rally Keep Going?

May 12•Damnang

Is CXMT a Threat or an Illusion?

Apr 11•Damnang

Memory is no longer a cyclical industry.

Mar 25•Damnang

How Samsung Overtakes SK hynix in HBM4: An ISSCC 2026 Paper Review

Mar 20•Damnang

In the HBM Era, How Do We Test Memory Semiconductors?

Mar 20•Damnang

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