Jeff Koch
Analyst
Jeff Koch is an analyst at SemiAnalysis where he covers wafer fab equipment, materials, and process technologies. He has previously spent seven years in technical and business roles with ASML and Cymer, supporting next-generation lithography and excimer laser systems.
Jeff holds a Bachelor of Science in Mechanical Engineering from Cornell University, and lives in Park City, Utah, with his wife and their dog.
Jeff Koch
Analyst
Jeff Koch is an analyst at SemiAnalysis where he covers wafer fab equipment, materials, and process technologies. He has previously spent seven years in technical and business roles with ASML and Cymer, supporting next-generation lithography and excimer laser systems.
Jeff holds a Bachelor of Science in Mechanical Engineering from Cornell University, and lives in Park City, Utah, with his wife and their dog.
Articles by Jeff Koch:
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Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon
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Scaling the Memory Wall: The Rise and Roadmap of HBM
HBM4, Custom Base Die, Shoreline Expansion, Process Flow, China Domestic Production, Samsung Qualification
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High-NA is Here (for R&D), EUV Cost, Pattern Shaping Gaining Share, 6×12″ Mask, Metal Oxide & Dry Resist, Hyper-NA
SPIE Advanced Litho & Patterning 2025 Round-Up
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Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment
UPS, Generators, Transformers, Switchgear, Power Distribution Equipment, Chillers, Cooling, Pumps, OEM & ODM Supply Chain, Lasers, Softbank Impact, Nvidia Balance Sheet Usage
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Intel on the Brink of Death | Culture Rot, Product Focus Flawed, Foundry Must Survive
Board Short Circuits, Cultural Rot, x86 Has No Moat, Sell PC Business, Nvidia's PC CPU Push, Roadmap Review
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Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions
Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls
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Clash of the Foundries: Gate All Around + Backside Power at 2nm
Fab Cost, SRAM Scaling, WFE Implications, Backside Power Details, TSMC, Samsung, Intel, Rapidus
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The Memory Wall: Past, Present, and Future of DRAM
Winners & Losers in the 3D DRAM Revolution
