Masters in Business · Friday, August 14, 2026
Ankur Crawford emphasized the critical advantage her engineering and semiconductor background provides in her investment analysis. Having hands-on experience with fabrication tools and understanding the intricacies of chip manufacturing allows her to grasp the underlying technology, assess its future trajectory, and build conviction, especially in the volatile AI sector.
“Look, I think understanding the technology is it's kind of crucial right now because in this world of AI, I think there's a lot of people who don't really understand what is happening under the covers, and that's dangerous.”
“So it's I feel like it's always helped, and in part because you know, chips. I was a semiconductor analyst when I first started at alger and I kind of immediately understood, well, I understand what a deposition tool is.”
“So you know, it just gives you a little bit of a edge on the conceptual understanding and where the industry is going”