SemiAnalysis1/2/2026

Ray Wang

Ray Wang Analyst Ray Wang is a Seoul-based analyst at SemiAnalysis covering AI accelerators and memory (DRAM/HBM and NAND). At SemiAnalysis, he focuses on investment research and modeling across AI accelerators, memory, WFE, and broader AI supply chain dynamics. He holds a master’s degree from Georgetown University and a bachelor’s degree from Tamkang University. Ray Wang Analyst Ray Wang is a Seoul-based analyst at SemiAnalysis covering AI accelerators and memory (DRAM/HBM and NAND). At...