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Report
Foundry Monthly Intelligence Report, February 2026
0
March 3, 2026

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Category

Industry

Semiconductors

Service

Foundry

Report Type

Report

Time Period

Monthly

Author

Brady Wang

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Brady Wang has over 20 years of experience working in high-technology companies, ranging from semiconductor manufacturing to market intelligence and strategic advisory roles. Currently, at Counterpoint, Brady specializes in semiconductors, with a focus on cutting-edge applications such as automotive and advanced process nodes.

Jake Lai

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Jake Lai is a Senior Analyst in the Semiconductor and Components team at Counterpoint, based in Taiwan. He currently leads the Counterpoint Foundry Service, leveraging over five years of experience in the foundry and semiconductor markets. Prior to joining Counterpoint, he served as an Assistant Manager at Samsung Foundry, where he specialized in Foundry Market Intelligence. Earlier in his career, he worked as an analyst at a Taiwanese research institution, focusing on the foundry and semiconductor sectors.

William Li

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William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.

Shawn Zhang

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Shawn is a Research Associate at Counterpoint Research. He has a strong academic background in semiconductor-related fields, holding both bachelor's and master's degrees in Electrical Engineering. Prior to joining Counterpoint Research, he served as a Research Assistant at the University of Texas at Austin, where he focused on integrated circuit (IC) design. He has a deep interest in the semiconductor industry and is driven by a passion for innovation and excellence in industry research. His technical foundation enables him to deliver in-depth insights that bridge engineering expertise with market intelligence.

David Wu

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David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.