• Summit Insights Group semiconductor equity research

    Semiconductor research from people who've worked inside the supply chain.

    Independent equity research on AI chips, semiconductors and tech hardware, built on channel checks across suppliers, ODMs and distributors.

    Request a Research Trial

As quoted in

Reuters · Barron's · Bloomberg · Investor's Business Daily · Forbes

Independent tech research since 2011

Summit Insights Group is a fundamentals-driven equity research boutique covering semiconductors, AI infrastructure, IT hardware and enterprise software. Lead semiconductor analyst KinNgai Chan brings 15+ years of Wall Street coverage and more than a decade inside the chip industry. That operating background lets him read demand, inventory and pricing shifts before they show up in the numbers.

Founded 2011 · 15+ years Wall Street coverage · 10+ years inside the chip industry

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

Test-drive our research

Get a call with KinNgai Chan and sample our work before you commit.

Request a Research Trial