Damnang

Identity

• X: @damnang2
• Substack: Damnang's Substack
• Real name: not disclosed (EE PhD)
• Tier: ★ free (X starred), Substack free tier

Coverage

In-depth technical semiconductor research and theses. Photonics deep dives, HBM, CPO, hybrid bonding, CPU/AI bottleneck analysis.

Notable content

• AEHR Matters Right Now → connects AEHR
• HBM War: A Bloodbath Power Struggle → connects HBM, memory, BESI
• Why the CPU is the Bottleneck in AI → connects INTC, AMD, ai-infrastructure
• CPO series final → connects 5801, TSEM, silicon-photonics-ai-datacenters
• CXL deep dive → connects ai-infrastructure, CXL
• Photoncap OFC 2026 (Damnang note) → connects OFC

Cross-references

• AEHR, BESI, INTC, AMD, 5801, TSEM, ai-infrastructure, silicon-photonics-ai-datacenters