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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

Sep
30
Technology

AI BIG Idea Series | Andreas Urschitz | Infineon

September 30, 2026 — Virtual
Hosted by Pierre Ferragu and Ben Harwood

Event Details
Oct
13
Technology

2026 Semicon West Investor Meetings

October 13, 2026 – October 14, 2026 — San Fransisco, CA
Hosted by Pierre Ferragu and Peter Vogel

Event Details

Technology Research

September 28, 2026

Micron model update

By Pierre Ferragu
September 25, 2026

What lies behind the AI doomerism debate? Implications?

By Pierre Ferragu
September 25, 2026

Tesla: FSD driving demand, setting up another delivery beat

By Pierre Ferragu
September 24, 2026

Infineon: Implications of the power semi acceleration and supply squeeze. Increasing Target Price to €90

By Pierre Ferragu and Ben Harwood
September 21, 2026

Generative AI: Wilder than anything you'd expect?

By Pierre Ferragu

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