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

Optics

Deep analysis of silicon photonics, CPO, lasers, optical interconnects, transceivers, test bottlenecks, and the companies shaping the next era of AI infrastructure.

LATEST

The Market Doesn’t Know CPO Yet

[A blueprint for the second phase of the optics trade, drawn from the ground in Silicon Valley]
Jun 6 • Damnang

MicroLED: The Optical Technology All Three Memory Makers Are Watching

[When Memory Meets Optics]
Jun 4 • Damnang

Why You Should Be Watching Optical Test Right Now

[Who Makes Money First Across 5 Bottlenecks]
May 3 • Damnang

Optical Investment Map Stock Review: Who Moved and Who's Next?

[From Static Map to Dynamic Strategy]
May 1 • Damnang

The Real Bottleneck in the Optical Interconnect Cycle Is InP

[AI infrastructure's next round, and what the market hasn't priced in yet]
Apr 22 • Damnang

Damnang's Optical Investment Map v1.0

[Dissecting the Full Structure of Optical Investing Across 7 Layers and 50 Tickers]
Apr 19 • Damnang

Citron Sees the Valuation, but Misses the Technology

[A Technical Rebuttal to the AAOI Short Report]
Apr 11 • Damnang

Everything You Need to Know About CPO Testing

[A Complete Breakdown of the Test Value Chain Every CPO Investor Must Understand]
Apr 7 • Damnang

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