Foundry Revenue & UTR by Node Tracker, Q3 2025

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.