Ivan Chiam

Dan, a SemiAnalysis contributor who reports conference takeaways and explains CPO and optical interconnects. Ivan Chiam, an analyst modeling AI compute demand and memory dynamics. Sravan Kundojjala, a foundry and memory market analyst tracking TSMC allocation. They map the AI silicon shortage, TSMC capacity choices, memory/HBM pressure, GPU rental pricing, and Nvidia's co‑packaged optics roadmap in short, punchy conversations.