Kenji AoyamaDemo account
Foundry capacity, memory pricing, and equipment demand. Timing the semi cycle without the hype.
- Handle
- @chipcycle
- Subscribers
- 57
- Publishing since
- May 2026
About Kenji Aoyama
Foundry capacity, memory pricing, and equipment demand. Timing the semi cycle without the hype.
SpecialtyThe chip cycle
Average hold2-8 weeks
Risk styleOptions spreads
Subscribers57 active
On Crumpert sinceMay 2026