Baron Fung

Baron Fung joined Dell’Oro Group in 2017 and is responsible for Data Center IT Capex, Semiconductors & Components, and Ethernet Adapter & Smart NIC research programs. Since joining the firm, Mr. Fung has significantly expanded our coverage on data center infrastructure, with an emphasis in cloud service provider capex, GPU server technology, data center semiconductors & components, and smart NICs.

Prior to joining Dell’Oro Group, Mr. Fung spent five years as Product Manager at Microlease, a global supplier of Test and Measurement solutions in the Wireless and Data Center markets. Prior to that, he held various applications and product engineering roles at Kyocera and Motorola related to semiconductor design, packaging, and test.

Mr. Fung’s research and analysis has been widely cited in leading business publications including Barron’s, Data Center Dynamic, Data Economy, EE Times, eWeek, Markets Insider, Fierce Network, Financial Times, Investor’s Business Daily, Lightwave Online, Nikkei, SDx Central, Wolcott Daily, The Economists, The Register, and Wall Street Journal. Mr. Fung has appeared as an invited speaker at investor conferences of world premier banks and industry conferences such as Smart NIC Summit, ONUG, and NetEvents.

Mr. Fung has a B.S. degree in Materials Science and Engineering from UCLA, a M.S. degree in Electrical and Computer Engineering from Cornell University focusing in semiconductors, and an M.B.A. in Marketing Strategy from University of California, Berkeley.