This report provides a comprehensive semiconductor industry analysis, focusing on supply and demand dynamics. From the supply side, it provides in-depth capacity and utilization analysis. On the demand side, it examines wafer requirements across approximately 30 critical end applications, offering a detailed view of market needs. The service delivers quarterly updates, combining robust quantitative data with qualitative insights into market trends.
Subscription required to continue reading this content
Please log in to your account or click below to make purchase enquiries for this publication
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.
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.
Related Research
Sep 4, 2024
Aug 16, 2024
Jun 20, 2024
Jun 20, 2024
Jun 20, 2024
Jun 20, 2024
Jul 31, 2024
Jul 17, 2024
Jun 25, 2024
Jun 25, 2024
Jun 19, 2024
Jun 18, 2024
Jun 25, 2024
Aug 20, 2024