PERSON DIRECTORY
Wayne Ma
Wayne Ma appears in 1 indexed conversation across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
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Ep. 043 - The Midterms and the 2028 Datacenter Buildout (Datacenters)
Jordan NanosMaya BarkinWayne MaJeremie Eliahou Ontiveros
Roughly three-quarters of 2027 capacity in the top 20 US states is under construction, supporting the 50-plus GW global forecast; most of 2028’s 62 GW remains unstarted.Texas, nearly 30% of 2028 additions, now includes on-site power in its permit freeze; an Abbott win could allow a December restart, while his Democratic opponent’s conditions could add five to nine months.