Vijay Rakesh

This 4-person US Team covering Semiconductors is known for significant Wall Street experience combined with relevant semiconductor industry but also the only team that covers Semiconductor Capital Equipment, Semiconductors and the end market with Autos/electrification/Server/PC providing the full end to end view of the semiconductor food chain covering 32 stocks. The team has been extremely successful in providing timely, proprietary industry quarterly investing Insight calls with Tier1 Suppliers from Asia to Europe to the US spanning global Auto trends, SiC in Electrification, a global  5G handset market and the Data Center/AI/Custom Silicon industries, which we believe is unparalleled on the street.  Not just the ability to complete mosaic with the breadth of coverage and industry insights, the team has been extremely successful with strong US corporate access and with a bi-annual virtual Asia-Pacific corporate access.

We host the Annual CES Outlook Series with Key Semiconductor parts suppliers ALV, MBLY and Auto OEMs, We host Multiple Quarterly Expert Calls spanning global Automotive Components and SiC/Electrification roadmaps with Tier-1 Global Suppliers. We host multiple semi and auto supply chain OEMs and at the Mizuho 2025 Tech Conference, while also delivering global coverage with our Bi-Annual Virtual Asia Tech Tour. Our Auto and suppliers coverage also includes Numerous NDRs including Field trips to TESLA, and supplier companies such as Nvidia, Tesla, ON Semi, Credo, Key Auto parts suppliers with Allegro Microsystems, Micron, Skyworks, Lam Research, and Autoliv, as well as with key EV OEMs like Rivian.

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.