Damnang's Substack

Substack

Articles

19

Companies covered

18

Sectors

3

Countries

5

Research Articles

The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology

Aug 4, 2026

The Power Delivery Bottleneck in AI Data Centers: Where and How to Invest

Aug 4, 2026

The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?

Jul 19, 2026

A Complete Guide to NVIDIA’s Racks, and Then SemiAnalysis

Jul 7, 2026

Meta Compute Misread: Where the AI Infrastructure Opportunity Really Is

Jul 2, 2026

Sivers Semiconductors: Verifying the Thesis After a 2,100% Run in Six Months

May 27, 2026

The Real SpaceX IPO Beneficiaries Are in Semiconductors

May 16, 2026

An Aschenbrenner-Style AI Infrastructure Investment Strategy for 2028

May 5, 2026

Intel’s Real Moat That Nobody Talks About: STCO

May 4, 2026

The One Sentence That Made Me Look at Qualcomm Again

Apr 30, 2026

Google’s AI Infrastructure Layer Map

Apr 28, 2026

Can AMD Beat NVIDIA?

Apr 17, 2026

The Cadence Ambition the Market Isn't Pricing Yet

Apr 16, 2026

The Age of the TSMC Bottleneck

Apr 6, 2026

NVIDIA's Marvell Investment: What Lies Beneath

Apr 2, 2026

Beyond NVIDIA and Broadcom: What the Market May Be Missing

Mar 27, 2026

Is SanDisk Done?

Mar 26, 2026

EMIB: Intel Foundry's Best Hope

Mar 19, 2026

Intel Foundry: A Last Chance

Mar 16, 2026