As quoted in
Reuters · Barron's · Bloomberg · Investor's Business Daily · Forbes
Meet our lead analyst, KinNgai Chan
Before Wall Street, Chan spent more than a decade buying and selling chips in the PC and communications semiconductor industry. He now runs channel checks across suppliers, OEMs, ODMs and distributors to read demand, inventory and pricing shifts before they show up in reported numbers.
15+ years Wall Street coverage · 10+ years inside the chip industry · 23 semis covered
What we're telling clients
-
“Nvidia is definitely going to see more competition compared to a year ago.”
Reuters · Nvidia · March 2026
-
“Industrial revenues were up in the high-tens percentage range, suggesting the recovery is gaining traction across sectors.”
Reuters · Texas Instruments · January 2026
-
“AI-related demand remains the biggest driver for Micron.”
Reuters · Micron · December 2025
Where we focus
-
AI accelerators & custom silicon
GPUs, ASICs and the networking around them.
NVDA · AMD · AVGO · MRVL
-
Semicap & memory
The equipment and memory supply behind the AI buildout.
AMAT · LRCX · ASML · MU
-
IT hardware & software
Servers, storage and enterprise software, led by Srini Nandury.
Servers · Storage · Software