Evercore ISISemiconductors & Compute ArchitecturesBullish Stance
Mark Lipacis
Senior Managing Director, Semiconductor Research · Evercore ISI
Senior Managing Director at Evercore ISI leading semiconductor research, known for the Tectonic Shift framework predicting computing era transitions from mainframe to PC to mobile to parallel computing/AI.
Signature Thesis & Research Focus
Formulated the Tectonic Shift framework predicting NVIDIA's dominance in parallel computing architectures.