Foundry Monthly Intelligence Report, December 2025

Brady Wang

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.

Jake Lai

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

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.

Zoey Hsu

Zoey Hsu embarked on her professional journey as a sales trader in the Taiwan equity market with SinoPac Securities. Her role involved conducting extensive market research focused on the semiconductor ecosystem, laying the groundwork for her expertise in the field. Zoey fostered strong relationships with key players in Taiwan's semiconductor industry during her tenure. Driven by her passion and keen interest in technology, Zoey transitioned to Counterpoint Research's foundry team, where she continues contributing her insights and expertise. Academically, Zoey holds a Bachelor of Economics degree from National Cheng-chi University.

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.

Shawn Zhang

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.