Ray is Research Director for Semiconductors, Supply Chain, & Emerging Tech, where he will conduct analysis and advisory work for the semiconductor and AI industry. He holds an M.S. in Foreign Service from Georgetown University, where he focused on global business and technology. He previously held research and advisory roles at DGA Group, CSIS, and ITIF, focusing on semiconductors, emerging technologies, and macroeconomic policy. His works and comments have appeared on CNBC, South China Morning Post, Wall Street Journal, Fast Company, CNN, and other leading global media outlets.