Sravan Kundojjala
Analyst
Sravan Kundojjala is an analyst at SemiAnalysis specializing in global foundries and the economics of semiconductor manufacturing. He covers industry leaders such as TSMC, Intel, and Qualcomm, etc., with a focus on capital investment trends, capacity planning, and the future of advanced node scaling and regional fab strategies.
Sravan holds a Bachelor’s degree in Electronics and Communication Engineering from the National Institute of Technology and a Master’s in Microelectronics Technology and Manufacturing Management from École des Mines de Saint-Étienne.
Sravan Kundojjala
Analyst
Sravan Kundojjala is an analyst at SemiAnalysis specializing in global foundries and the economics of semiconductor manufacturing. He covers industry leaders such as TSMC, Intel, and Qualcomm, etc., with a focus on capital investment trends, capacity planning, and the future of advanced node scaling and regional fab strategies.
Sravan holds a Bachelor’s degree in Electronics and Communication Engineering from the National Institute of Technology and a Master’s in Microelectronics Technology and Manufacturing Management from École des Mines de Saint-Étienne.
Articles by Sravan Kundojjala:
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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
