ENG
Report

Foundry Capacity Tracker 2020Q1- 2023Q3

0
January 15, 2024

Category

Industry

Semiconductors

Service

Foundry

Report Type

Report

Time Period

Quarterly

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Author

Brady Wang

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Hi, I’m Brady Wang, a seasoned professional with over 20 years of experience in the high-tech industry, spanning semiconductor manufacturing, market intelligence, and strategic advisory roles. Currently, I serve as an analyst at Counterpoint Research, where I specialize in semiconductors with a focus on advanced applications such as automotive, server platforms, and cutting-edge process nodes. My core research centers on AI servers and their key components, including GPUs, custom accelerators, high-bandwidth memory (HBM), CPUs, and advanced packaging technologies. I also track the evolution of AI server architectures, interconnect technologies, and data center deployment trends. By combining deep technical knowledge with market insight, I help clients navigate the fast-changing AI infrastructure landscape and make strategic, data-driven decisions.

Adam Chang

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Adam Chang is a Research Analyst at Counterpoint in Taiwan, specializing in foundry and semiconductor research. Previously, he was a Trader/Analyst at Infini Capital Management in Hong Kong, a multi-strategy hedge fund, where he focused on global technology, with an emphasis on fundamental equity long/short and event-driven investments. His expertise in the semiconductor and technology hardware sectors, combined with his financial analysis skills, enables him to deliver valuable industry insights.