Ivan Chiam Analyst Ivan Chiam is an analyst at SemiAnalysis focused on the economics of AI accelerators, HBM, and GPU infrastructure. With a strong background in financial modeling and semiconductor markets, he brings a data-driven perspective to cost structures, supply-demand dynamics, and the business impact of next-gen compute. Ivan holds a Bachelor of Business Administration from the Singapore Management University. Ivan Chiam Analyst Ivan Chiam is an analyst at SemiAnalysis focused on the..