Elliot Drayton started as a semiconductor product manager and spent eleven years across the tech stack before moving to sector coverage. He focuses on node transitions, unit shipments, backlog risk, and the software consumption model that ties bookings to revenue recognition. Trade Engine readers get cycle-aware pieces on supply chains, cloud optimization, and device refresh cadence, along with previews of developer days that often reset expectations. Elliot’s analysis has appeared in industry outlets, and he is a recurring guest on webinars about chips and compute demand. He codes enough to read documentation and favors evidence over hype. On weekends, he tinkers with dev kits, testing what companies say against what their tools can actually do.