Great article Damnang. I read your series on POET and all of the accompanying articles on the Photonics Market and the major players in it. Honestly, that was a masterclass in explaining the different technologies, standards and who MAY be the winners in the next few years. It may be a big ask, but as I start reading your post on HBM4, I think a similar series on the Memory Market and how each of the major players (Samsung, SK Hynix, MU, SNDK) standout and who has the edge would be a great read for all of your followers. The most interesting company to me is actually RMBS, whose IP is everywhere and is I feel not as well understood by the market. Your thoughts would be appreciated. Thanks again for all your great work!!
While working on my RMBS piece, I came across something extremely interesting. It is still speculative on my end, but I think it is definitely worth reading.
I will probably turn it into a paid article later, so please keep an eye out for it.
Hey D now you are really peeking my interest. Trust me I can’t wait to read it. Of all of the memory players, even though it has increased in value, it still hasn’t re-rated like the rest of them and I feel that regardless of the architecture chosen, RMBS wins. I really appreciate you thinking about and putting your thoughts down in print.
It’s difficult
Great article Damnang. I read your series on POET and all of the accompanying articles on the Photonics Market and the major players in it. Honestly, that was a masterclass in explaining the different technologies, standards and who MAY be the winners in the next few years. It may be a big ask, but as I start reading your post on HBM4, I think a similar series on the Memory Market and how each of the major players (Samsung, SK Hynix, MU, SNDK) standout and who has the edge would be a great read for all of your followers. The most interesting company to me is actually RMBS, whose IP is everywhere and is I feel not as well understood by the market. Your thoughts would be appreciated. Thanks again for all your great work!!
Hey bro,
While working on my RMBS piece, I came across something extremely interesting. It is still speculative on my end, but I think it is definitely worth reading.
I will probably turn it into a paid article later, so please keep an eye out for it.
Hey D now you are really peeking my interest. Trust me I can’t wait to read it. Of all of the memory players, even though it has increased in value, it still hasn’t re-rated like the rest of them and I feel that regardless of the architecture chosen, RMBS wins. I really appreciate you thinking about and putting your thoughts down in print.
Thank you. Of course.
Memory is also one of my areas of expertise, and I also know a few current professionals at RMBS.
I plan to continue writing articles on memory as well.
Thank you again for reading.