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Damnang Research publishes in-depth analysis of semiconductor technology, companies and industry trends, aimed at non-specialists. Recent issues include an interview-based look at AI in Meta's advertising business, a yield model for Cerebras's wafer-scale chip, and an expert call on manufacturing life at Micron's Taiwan fabs.
SemiconSam is a semiconductor newsletter by an author who analyses memory-chip industry dynamics, including past 'chicken game' price wars and their implications for future competition. Its sample also includes expert-call summaries on AI server supply chains such as Nvidia GB200/GB300 rack shipments and Foxconn's FII.
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