Damnang Research

What NVHBM Means: The Contest for Power Over HBM Begins
cHBM has started to create new design value for memory vendors. NVHBM is the structure through which NVIDIA pulls part of that value into a common…
 • Damnang
CoreWeave, Nebius, IREN: Same Neocloud Label, Three Different Investment Cases
From how an AI GPU data center actually works to the technology, economics and investment approach for each of the three companies.
 • Damnang
Marvell Part 3: What Has Been Proven, and What Is Still Open
Updating the Part 2 checkpoints and the remaining FY28 upside ahead of the August 27 print
 • Damnang
HBM Density Peak: Why AI Value Is Moving From Memory to Connectivity
Rubin Ultra's lower HBM stack count, SK hynix's CPO review paper and Marvell's optical portfolio read as one shift in where system budget goes
 • Damnang
Will HBF Create Upside for Sandisk?
Feasibility and adoption across four architectures
 • Damnang
Optical Investing, Round Two: Which Names to Watch Now
Earlier this year, the theme that led the market’s big rally was without question the optical sector.
 • Damnang
What Does Rubin Ultra’s 8-Hi HBM Mean?
Since SemiAnalysis published its institutional report on the HBM4 8-Hi despec, a wide range of interpretations and speculation surrounding it has spread…
 • Damnang
The Laser Market Repriced by Scale-Up CPO
The biggest confusion in discussions of CPO is that scale-out and scale-up are used without distinction.
 • Damnang
The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology
Why $AAOI, $COHR, $LITE, $MRVL, and Other Optical Stocks Surged
 • Damnang
The Power Delivery Bottleneck in AI Data Centers: Where and How to Invest
MPWR, VICOR, MURATA, and SAMSUNG ELECTRO-MECHANICS
 • Damnang

July 2026

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