AI Processor M&A Activity Tracker - 1H25

Alexander Harrowell

Principal Analyst, Advanced Computing for AI

Alexander covers the market for semiconductors as it relates to AI and machine learning. This includes GPUs, dedicated AI ASICs and ASSPs, FPGAs, and future technologies, as well as companies such as Arm, NVIDIA, Cerebras Systems, Hailo, and Ambarella. He can help you with market forecasting, technology strategy, and positioning.

Starting as a journalist at Mobile Communications International magazine, Alexander has 17 years’ experience. Since joining Omdia in 2016, Alexander has covered technologies for small and medium enterprises, with a focus on mobile and, more recently, 5G for enterprises. He developed the Omdia Enterprise 5G Innovations Tracker to monitor the emerging enterprise 5G and CBRS ecosystem. He was the second employee of start-up consulting firm STL Partners, where he worked on mobile, open source, distributed computing, and the two-sided business model.

Xin Yu Lee

Senior Research Associate, Service Providers and Markets

Xin Yu focuses on the service provider market pillar, providing invaluable insights and up-to-date information through secondary research. Dedicated to staying updated, Xin Yu delivers relevant data to inform and guide audiences with their decision-making processes.

Xin Yu joined Omdia as a senior research associate in May 2023. She graduated with a bachelor’s degree in actuarial science, preparing her with knowledge of the insurance, finance, and mathematics industries. She is currently pursuing her Master of Science in statistics. She has experience working with several companies, including Nielsen as a data processing specialist, Dell as an analyst of logistics department, and Mforce as a spare part purchasing executive.

Sivalingam Muniandi

Research Manager

As part of Omdia's research operation team, Sivalingam Muniandi leads the projects from the service provider, consumer, and enterprise market sectors, with a specific interest in telecom operator multi-play strategies, subscriber and revenue trends, new service rollouts, regulatory developments, telco merger and acquisition activity, and pay TV.

Prior to joining Omdia, formerly IHS Markit, Siva worked as a senior research analyst, covering telecoms and pay TV in Asia Pacific. He also worked at Maxis Berhad, Malaysia as a business analyst on the regional sales team.  During his time there, Siva was responsible for data mining, KPI and sales performance reporting, market research, competitor insights, trade management, vendor management, and compliance control.

Siva holds a Bachelor of Information Technology (Hons.) in multimedia systems from Wawasan Open University, Malaysia. He is currently pursuing the Commonwealth Executive Master of Business Administration and is based in Penang, Malaysia.