TD CowenSemiconductors, Auto Semi & Industrial ChipsBullish Stance
Joshua Buchalter
Director, Semiconductor Supply Chain Research · TD Cowen
Director at TD Cowen covering semiconductors and semiconductor supply chains, highly regarded for supply-demand channel modeling, fab utilization forecasts, and price target accuracy.
Signature Thesis & Research Focus
Maintained superior accuracy rating across complex analog, discrete, and high-performance computing chip cycles.