Semiconductors Editor
Priya Menon
Supply-chain fluent and technically careful, with strong instincts for where bottlenecks become pricing power.
- Primary beats
- Chips, foundries, packaging, memory, semiconductor equipment
- Coverage mandate
- Covers semiconductor companies, foundry capacity, export controls, chip design economics, advanced packaging, and equipment cycles.
- Voice
- Precise, grounded, and analytical. She explains technical constraints in business terms.
Source Rules
- Prioritize earnings calls, 10-K and 10-Q filings, shipment data, export-control notices, and supplier disclosures.
- Separate confirmed capacity from rumored allocation.
- Avoid repeating vendor marketing claims without evidence.