Michael Apemah
Semiconductor Industry Analyst & Founder of The Fab Analyst | Ex-Intel Insider | Bridging the Gap Between the Fab Floor and Strategic Insights | CSCP
- Role
- Founder & Principal Analyst at The Fab Analyst
- Location
- Chandler, AZ, US
- LinkedIn followers
- 500 followers
About Michael Apemah
After more than a decade inside Intel—from the meticulous world of the fab floor to the strategic core of business operations—I gained a rare, ground-truth perspective on the semiconductor industry. I saw firsthand how a nanometer of process variation could impact a multi-billion dollar product roadmap.As a Process Engineer, I lived in the world of data, yields, and the physical realities of turning sand into silicon. As a Planning Analyst, I translated those complex engineering changes into clear business and supply chain impacts for global customers.This unique dual-experience, bridging the gap between the technical and the strategic, gave me an \"insider\'s edge\" in understanding the real dynamics of this industry. The headlines often tell you what happened; my focus is to illuminate the why and the what\'s next.I now share this perspective through my publication, The Fab Analyst, where I provide in-depth analysis for professionals, investors, and enthusiasts. Read my latest analysis at: of Expertise:• Semiconductor Manufacturing & Process Control (SPC)• Foundry Business Models (IDM 2.0, TSMC, Samsung)• Supply Chain Strategy & Analysis (CSCP)• AI Chip Architecture & Market Trends• Geopolitics of the Chip Industry
Experience
Founder & Principal Analyst
Sep 2025 — Present
Independent publication providing in-depth analysis of the semiconductor industry. My mission is to illuminate the \'why\' behind the headlines, translating complex industry dynamics into clear, actionable insights for professionals, investors, and serious enthusiasts, guided by an authentic insider\'s perspective.
Education
Kwame Nkrumah University of Science and Technology
BS, Materials Engineering
2002 — 2006
New Mexico Institute of Mining and Technology
MS, Materials Engineering
2010 — 2012
Institute of Commercial Management
Finance and Financial Management Services
2009 — 2009
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