Sravan Kundojjala
Semiconductors Analyst at SemiAnalysis
Sravan Kundojjala is an analyst at SemiAnalysis, where he covers global foundries and the economics of semiconductor manufacturing. His work focuses on TSMC, Intel and Qualcomm, with emphasis on capital investment trends, capacity planning, advanced node scaling and regional fab strategies. Earlier in his career he worked at the research firm Strategy Analytics, covering smartphone application processors and cellular basebands; he was a senior analyst there by 2014 and director of its Handset Component Technologies service by 2022. He holds a bachelor's degree in electronics and communication engineering from the National Institute of Technology and a master's in microelectronics technology and manufacturing management from the École des Mines de Saint-Étienne. He publishes on X and through the SemiAnalysis newsletter.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #577 | #41 | #6 | #31 | — | #8 |
| Calls | 18 | 18 | 18 | 10 | 0/10 | 18 |
| Avg return | +1.8% | +19.3% | +44.3% | +61.0% | — | +38.5% |
| vs S&P 500 | +0.1 pp | +12.2 pp | +35.9 pp | +45.2 pp | — | +28.8 pp |
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Sravan Kundojjala has 15 trade ideas tracked on Buzzberg across 15 tickers since January 2026. Win rate 80% across 15 evaluated calls, average return +28.5%. Ranked #41 on Buzzberg's 30-day Authors leaderboard. Most covered: ASML, QCOM, AMAT.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
