# 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

## 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](https://damnang2.substack.com/p/sphbm4-the-hbm-packaging-playbook)

[How a Standard That Bypasses the Silicon Interposer Reshapes the Memory and Foundry Order](https://damnang2.substack.com/p/sphbm4-the-hbm-packaging-playbook)

Jun 22•[Damnang](https://substack.com/@damnang)

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[How the Memory Tax Gets Solved](https://damnang2.substack.com/p/how-the-memory-tax-gets-solved)

Jun 18•[Damnang](https://substack.com/@damnang)

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[Vera Rubin’s DRAM Cut in Half: Is the Memory Cycle Really Over?](https://damnang2.substack.com/p/vera-rubins-dram-cut-in-half-is-the)

Jun 8•[Damnang](https://substack.com/@damnang)

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[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)

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[Is CXMT a Threat or an Illusion?](https://damnang2.substack.com/p/is-cxmt-a-threat-or-an-illusion)

Apr 11•[Damnang](https://substack.com/@damnang)

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[Memory is no longer a cyclical industry.](https://damnang2.substack.com/p/memory-is-no-longer-a-cyclical-industry)

Mar 25•[Damnang](https://substack.com/@damnang)

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[How Samsung Overtakes SK hynix in HBM4: An ISSCC 2026 Paper Review](https://damnang2.substack.com/p/how-samsung-overtakes-sk-hynix-in)

Mar 20•[Damnang](https://substack.com/@damnang)

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[In the HBM Era, How Do We Test Memory Semiconductors?](https://damnang2.substack.com/p/in-the-hbm-era-how-do-we-test-memory)

Mar 20•[Damnang](https://substack.com/@damnang)

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See all