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Why Exactly Are Substrates the Bottleneck?
Good units that grow slower than capacity, a shortage that lasts until 2031, and the profits that remain after it
5 hrs ago
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Damnang
10
1
Marvell Buys Lumentum: What If NVIDIA Set Up the Play?
Four scenarios drawn on the assumption that NVIDIA directed this deal, and when each one shows up in the numbers
Nov 3
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Damnang
28
1
October 2026
Can AMD Beat NVIDIA? part2: Vera Rubin's HBM4 Pin Speed Downgrade
From Meta’s Production Results to Helios Economics: AMD’s Market Opportunity and What’s Already Priced In
Oct 27
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Damnang
27
3
Physical AI Explained
How Intelligent Machines Work and What They Mean for Semiconductor Investors
Oct 23
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Damnang
34
1
4
[Expert Call] EUV Technology and Economics
From DUV and High NA to equipment supply, China's domestic EUV development and Terafab
Oct 22
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Damnang
28
1
[Expert Call] How AI Is Changing Advertising Market
A conversation with a Meta ads engineer about advertising, AI, Muse and smart glasses
Oct 16
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Damnang
25
1
Cerebras's Mass Production Challenges
As someone with a strong technical interest in Cerebras and WSE-3, the third generation of WSE, the world’s first commercially available wafer scale AI…
Oct 8
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Damnang
38
5
[Expert Call Report] Another Side of Micron, Seen from Its Taiwan Fabs
From HBM manufacturing challenges and yield improvement to compensation tensions and labor unrest in Taiwan
Oct 8
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Damnang
32
1
Co-Packaged, Near-Packaged, Always Tested
TL;DR Even if CPO is late and NPO is used first, the growth of optical test companies continues.
Oct 2
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Damnang
40
1
New here? Start with the article map
map.damnang.com indexes every essay and reader question by topic.
Oct 1
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Damnang
33
4
1
September 2026
[Expert Call Report] How Is Micron Making HBM Faster?
A conversation with a Micron interface design engineer on HBM4, HBM5, TSVs, custom HBM, and the challenges ahead for 3D stacking
Sep 30
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Damnang
31
1
2
Ciena & Fabrinet: The Road Ahead for Optics
A Closer Look at Two Key Companies in the Optical Industry.
Sep 24
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Damnang
and
Aurelion Research
50
2
2
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