Damnang | Substack

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Damnang

@damnang

EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand

Recent Articles

  1. The More Anthropic Buys Micron HBM, the Faster Optical Memory Pooling Arrives
    Optics expert PhotonCap uses the recent Micron and Anthropic agreement as a starting point to explain why the memory bottleneck in AI infrastructure is becoming a structural problem. The piece breaks down why HBM shortages are lifting the broader DRAM market, and why the next path toward memory disaggregation may make optics increasingly important.

  2. The War of Light Has Begun
    I have made the following paid articles free. I believe basic knowledge of optics, especially CPO, is something everyone should understand, so I decided to make all of my previously paid articles on this topic available for free.

  3. The War of Light, Part 2: Who's at the Table, Who's Not, and Who's Hiding

  4. Why CPO Is Becoming Inevitable? [CPO Special Part 1]

  5. CPO, Fully Dissected [CPO Special Part 2]

  6. The Illusion of CPO [CPO Special Final]

  7. AAOI: Down 37% From Its Peak. Opportunity or Trap?
    $AAOI may be one of the most controversial optical stocks in the market. Just look at the analyst price targets. They range from as low as $57.50 to as high as $220. Investors and analysts are looking at the same company, yet some believe it is far too expensive, while others still see significant upside.