Vijay Rakesh

Vijay’s relevant semiconductor industry experience in engineering and managing a semiconductor FAB, with 20+ year of Wall Street experience sets him apart on the street. Vijay also has 4-person US Team covering Semiconductors and Semiconductor Capital Equipment across various end markets including Data Center, Optical/Memory, Autos, & Autonomy, PC/Handsets, and Quantum Computing, providing the full end to end view of the semiconductor food chain covering 35 stocks. The team has been extremely successful in providing timely, proprietary industry quarterly investing insight calls with Tier1 Suppliers from Asia, Europe to the US, spanning global Data Center/AI, Custom Silicon, AI Networking,  Auto trends, 5G handsets, and Quantum Computing, which we believe provide unparalleled supply chain overview on the street.  With the complete mosaic and breadth of coverage with industry insights, the team also has been extremely successful with strong US and Asia Pacific corporate access.​

We host Multiple Quarterly Joint Pan-Asia Team AI Server/CoWoS Call and Expert Calls spanning i) Data Center ii) AI Server, Custom Silicon, iii) Optical and Copper Networking, iv) global Automotive Components, and v) Quantum Computing with Tier1 Suppliers with extremely valuable industry insights. We host the Annual CES Outlook Series with Key Semiconductor parts suppliers ALV, MBLY and Auto OEMs, We host more than dozen leading semi, networking, and auto supply chain OEMs at the Mizuho 2026 Tech Conference, while also delivering global coverage with our Bi-Annual Virtual Asia Tech Tour. Our coverage also includes numerous NDRs including various group and individual meetings with companies such as Broadcom, Lumentum, Credo, Seagate, STMicroelectronics, Allegro Microsystems, Micron, Lam Research, and ON Semiconductor.​

Vijay joined Mizuho in April 2015 as a senior analyst based in Chicago, covering Semiconductors, Semi-cap Equipment and Auto Technology. Prior to Mizuho, Vijay garnered nearly two decades of semiconductor  industry experience. He was managing director and senior analyst covering large, mid and small-cap semiconductor names bringing almost 20+ years of wall street experience. He has six years of semiconductor industry experience, beginning his  career with semiconductor chip-maker International Rectifier Corp in Processing moving to Fab Module manager. Vijay is a graduate of Indian Institute of Technology and he holds an M.S. in Materials Science from University of Florida and an MBA from UCLA.​