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Kenji Aoyama

The chip cycle

Kenji Aoyama

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

Verified@chipcycle56 subscribersSince 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
Subscribers56 active
On Crumpert sinceMay 2026
Plan price$35/mo