title: "Sravan Kundojjala"

Sravan Kundojjala is an analyst at SemiAnalysis specializing in global foundries and the economics of semiconductor manufacturing. His work covers industry leaders like TSMC and Intel, with a focus on capital investment trends, capacity planning, and the future of advanced node scaling. He leads the Foundry Industry Model, which tracks the supply chain from EDA design activity to customer wafer demand. This competitive capacity model covers wafer shipments, pricing, utilization, and node mix for major players through 2030.