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EVENT

NSR & BCG Semiconductor Big Idea Conference

September 14, 2023 – September 14, 2023

Hosted by Pierre Ferragu

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Please contact your salesperson for information.

Additional Events

Apr
10
Technology

Intel: is 35-40% Foundry gross margin ever achievable?

April 10, 2026 – April 10, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details

Technology Research

April 1, 2026

Intel: is 35-40% Foundry gross margin ever achievable?

By Pierre Ferragu and Antoine Chkaiban
March 31, 2026

Gold Circuit (2368 TT): ASIC Programs Drive ’26 Growth

By Peter Vogel and Pierre Ferragu
March 31, 2026

The Tech Infrastructure Quarterly Bible 4Q25

By Pierre Ferragu
March 30, 2026

Advanced Echem (4749 TT): Levered to TSMC Advanced Nodes

By Peter Vogel and Pierre Ferragu
March 30, 2026

Bible 4Q25 - Foundries: TSMC outperforming on all fronts. We see further upside. Top Pick.

By Pierre Ferragu

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