Archive - Damnang Research

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

[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

How HBM4 Is Changing Competition Among the Three Memory Companies

I am positive on the memory industry,

Oct 7 • Damnang

[Expert Call Report] The Next Memory Race Will Not Be Decided by Scaling Alone

An SK hynix process expert on 3D DRAM, separating cells and peripheral circuits, HBM, and AI systems

Oct 6 • Damnang

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

New here? Start with the article map

map.damnang.com indexes every essay and reader question by topic.

Oct 1 • Damnang

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

Ciena & Fabrinet: The Road Ahead for Optics

A Closer Look at Two Key Companies in the Optical Industry.

Sep 24 • Damnang and Aurelion Research

[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

[Expert Call Report] Intel's Competitive Position

Customer Value in 18A and 14A and Application Requirements for AI Memory Research

Sep 17 • Damnang

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

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

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