Semiconductor Deep Dive with YT Boon: Inside the AI Chip Supercycle
In this episode, Homodeus Research hosts a semiconductor industry deep dive with YT Boon — a semiconductor specialist and portfolio manager with a decade of engineering experience in microprocessor and ASIC chip design across the UK, Taiwan and China, having worked at Arm, Cadence Designs, Broadcom, Global Unichip, TSMC and Huawei. YT unpacks the rapid shift underway in the semiconductor industry over the past 6-9 months: how 2025's tariff-driven supply chain disruption gave way to a renewed focus on materials and technology innovation as AI infrastructure capex from the major hyperscalers…
The skinny
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