# 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](https://damnang2.substack.com/p/glass-substrate-the-order-the-money)
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   - Published on Jun 14 by [Damnang](https://substack.com/@damnang)

2. [Edge AI Investing Guide: Where Capital Goes After Cloud AI](https://damnang2.substack.com/p/edge-ai-investing-guide-where-capital)
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   - Published on May 29 by [Damnang](https://substack.com/@damnang)

3. [The Real SpaceX IPO Beneficiaries Are in Semiconductors](https://damnang2.substack.com/p/the-real-spacex-ipo-beneficiaries)
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   - Published on May 16 by [Damnang](https://substack.com/@damnang)

4. [The Re-rating in AI Power Started Here](https://damnang2.substack.com/p/the-re-rating-in-ai-power-started)
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   - Published on May 13 by [Damnang](https://substack.com/@damnang)

5. [Korea AI Semiconductor Ecosystem Investment Map v1.0](https://damnang2.substack.com/p/korea-ai-semiconductor-ecosystem)
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   - Published on May 8 by [Damnang](https://substack.com/@damnang)

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

7. [An Aschenbrenner-Style AI Infrastructure Investment Strategy for 2028](https://damnang2.substack.com/p/an-aschenbrenner-style-ai-infrastructure)
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   - Published on May 5 by [Damnang](https://substack.com/@damnang)

8. [Google’s AI Infrastructure Layer Map](https://damnang2.substack.com/p/googles-ai-infrastructure-layer-map)
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   - Published on Apr 28 by [Damnang](https://substack.com/@damnang)