Market overview of semiconductor foundry companies including quarterly semiconductor revenue, annual industry and foundry forecasts, Capital expenditures and forecasts, inventory, and 8-inch and 300mm wafer shipments by feature size. Companies:TSMC, SMIC, UMC, Globalfoundries.
The Analyst Team
Research VP, Components and Devices
Len Jelinek manages the core strategy and research agendas for the Components and Devices team. The primary research areas within Components and Devices include Semiconductor Manufacturing, Consumer Electronics and Devices, and Display Technologies. Len specializes in developing strategies that impact the global supply chains and manufacturing of semiconductor components.
Len has worked as a market research analyst for over 20 years joining the company after 28 years of working in semiconductor manufacturing and management at ON Semiconductor and Motorola. Len has expertise in business management, financial analysis, program management, and semiconductor wafer manufacturing.
Len has developed a comprehensive database of Integrated Device Manufacturers and pure play foundries that is used by numerous companies to analyze global supply chains, regional manufacturing, and asset light strategies.
A graduate of Arizona State University with a Bachelor of Science degree in chemistry, Len also has a master’s degree in business administration from the University of Phoenix.
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