Royston Roche
Royston Roche specializes in semiconductor supply chain dynamics and hardware cycles, bringing a deep technical understanding of the AI chip ecosystem.
His research is instrumental in identifying the technical roadblocks and breakthroughs in AI hardware, from GPU architecture to HBM memory constraints.
Royston's Latest Content
The Future of GPU Architecture: Beyond 2nm
Deep dive analysis into market trends and investment opportunities in the tech sector.
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HBM3e: The Hidden Bottleneck in AI Training
Deep dive analysis into market trends and investment opportunities in the tech sector.
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Why the Semiconductor Cycle Is Different This Time
Deep dive analysis into market trends and investment opportunities in the tech sector.
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The Impact of Custom Silicon on Cloud Hyperscalers
Deep dive analysis into market trends and investment opportunities in the tech sector.
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