Research inquiries RESEARCH COLLABORATION & PRIVATE BRIEFINGS
Understand how semiconductor technologies work, what constrains their production, and what changes for the companies behind them.
For investors, companies, publishers, and independent creators.
Built on the work published at Damnang Research.
Experience across foundry and fablessWORK WITH DAMNANG
Custom research, article licensing, editorial projects, and direct conversations with Damnang.
Research and content tailored to your questions and audience.
Direct conversations on technology, supply chains, and industry.
Custom work, licensing, and private sessions are arranged separately from Substack subscriptions. Scope, fees, and usage rights are agreed before work begins.
RESEARCH COVERAGE
Coverage grounded in published analysis of semiconductors and the AI infrastructure supply chain.
HBM, DRAM, NAND, and the changing memory hierarchy of AI systems.
What changes when memory capacity, bandwidth, and packaging become system constraints?
The technologies and component supply chains behind the movement of data.
How does a new optical architecture change component demand and supplier economics?
The production realities behind semiconductor roadmaps and capacity claims.
Which manufacturing steps determine good output, cost, and the pace of adoption?
How compute demand translates into hardware, infrastructure, and business outcomes.
Where does AI spending encounter a physical constraint, and who captures the economics?
FROM THE PUBLICATION
HBM, NAND, NVIDIA’s bargaining power, and the trade-offs between SK hynix, Samsung, Micron, Sandisk, and CXMT.
Read on Substack
TL;DR AI inference data splits into weights that are read constantly and context that is in use, versus weights that are read rarely and context that is waiting.
Read on Substack
Redrawing the optical investment map with technology direction, valuation, and market expectation all converted into factors.
Read on SubstackABOUT THE RESEARCH
Damnang is a semiconductor engineer and PhD with experience across foundry and fabless, and across design, test, packaging, and yield.
The publication examines semiconductor technologies through both technical detail and their implications for the industry. The aim is to make complex subjects clear enough to question, discuss, and use.
More about DamnangRESEARCH INQUIRIES
Tell me what you have in mind, which article or topic is involved, and how you plan to use the work. Other collaboration ideas are welcome.
research@damnang.comCustom research and ongoing partnerships
Article licensing and editorial collaboration
Private calls and team workshops