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Kenji Aoyama

Kenji Aoyama Verified

6 notes · 56 subscribers · publishing since May 2026

Foundry capacity, memory pricing, and equipment demand. Timing the semi cycle without the hype.

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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
Subscribers56 active
On Crumpert sinceMay 2026
Plan price$35/mo
FollowBecome a subscriber· $35/mo