Kang Wen Cheang

Analyst

Kang Wen is an analyst at SemiAnalysis focused on the economics of AI Clouds and GPU infrastructure. His research centers on TCO modeling, performance-per-TCO analysis and business case analysis. Before SemiAnalysis, he worked across global markets and investment analysis, developing a quantitative approach. Kang Wen graduated Summa Cum Laude from Singapore Management University with a Bachelor’s degree in Accounting and Business Management.