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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
•
Damnang
31
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
•
Damnang
31
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
•
Damnang
34
1
New here? Start with the article map
map.damnang.com indexes every essay and reader question by topic.
Oct 1
•
Damnang
32
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
•
Damnang
28
1
2
Ciena & Fabrinet: The Road Ahead for Optics
A Closer Look at Two Key Companies in the Optical Industry.
Sep 24
•
Damnang
and
Aurelion Research
49
2
2
[Expert Call Report] Samsung HBM Hybrid Bonding: From Technology to Volume Production
Note: After organizing the content, I asked AI to help summarize and edit it.
Sep 23
•
Damnang
44
4
[Expert Call Report] Intel's Competitive Position
Customer Value in 18A and 14A and Application Requirements for AI Memory Research
Sep 17
•
Damnang
49
4
Is the 2028 Memory Downcycle Real?
The era of the HBM density peak. A focused analysis of the memory supply and demand outlook for 2028
Sep 15
•
Damnang
53
4
The AI Memory Masterclass with Damnang
HBM, NAND, NVIDIA’s bargaining power, and the trade-offs between SK hynix, Samsung, Micron, Sandisk, and CXMT.
Sep 11
•
Damnang
,
Edelbridge Alpha
, and
Daniel Koss
42
3
In the AI Era, Whoever Takes the Memory Hierarchy Wins
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…
Sep 9
•
Damnang
46
8
Optical, Round Two: The Mispriced, the Conditional, and the Worth Paying Up For
Redrawing the optical investment map with technology direction, valuation, and market expectation all converted into factors.
Sep 4
•
Damnang
42
3
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