
Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
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Hynix 1Q25 – sneak peak into the upcoming HBM runApril 24, 2025 — Pierre Ferragu
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LAM 2FQ25: beat driven by NAND upgrades & GAA. We are cautious. Neutral, $75 Target Price.April 24, 2025 — Pierre Ferragu
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The Auto and Industrial Semi Recovery is onApril 24, 2025 — Pierre Ferragu
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Tariffs & Semicap equipment: the baseline & what’s next.April 24, 2025 — Pierre Ferragu
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Besi 1Q25: further push-out in mainstream; hybrid bonding adoption on track. Long-term thesis intact.April 24, 2025 — Pierre Ferragu