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

Semiconductor Insight

Beginner friendly guides to semiconductor technology, engineering, and careers, designed to make complex topics easy to understand

LATEST

1. Glass Substrate: The Order the Money Flows In

   • Published on Jun 14 by Damnang

2. Edge AI Investing Guide: Where Capital Goes After Cloud AI

   • Published on May 29 by Damnang

3. The Real SpaceX IPO Beneficiaries Are in Semiconductors

   • Published on May 16 by Damnang

4. The Re-rating in AI Power Started Here

   • Published on May 13 by Damnang

5. Korea AI Semiconductor Ecosystem Investment Map v1.0

   • Published on May 8 by Damnang

6. AI Datacenter Power Investment Map: From 765kV to 0.65V

   • Published on May 6 by Damnang and others and PhotonCap

7. An Aschenbrenner-Style AI Infrastructure Investment Strategy for 2028

   • Published on May 5 by Damnang

8. Google’s AI Infrastructure Layer Map

   • Published on Apr 28 by Damnang