COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis is intactDecember 8, 2025 — Pierre Ferragu
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AI bubble? Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekly wrap-up.November 24, 2025 — Pierre Ferragu
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Soitec 1FH26: No signs of a material recovery. Lower utilization to weigh on margins.November 20, 2025 — Ben Harwood and Pierre Ferragu
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Semicon West: 2026 outlook? Does AI drive growth?DRAM architectures? Chinese competition? And more.October 14, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
Events
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Dec
19TechnologyDecember 19, 2024Hosted by Pierre FerraguWatch Replay -
Dec
17TechnologyDecember 17, 2024Hosted by Pierre Ferragu, Ben Harwood and Antoine ChkaibanWatch Replay -
Feb
23TechnologyFebruary 23, 2023Hosted by Pierre FerraguWatch Replay -
Sep
20TechnologySeptember 20, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Aug
1TechnologyAugust 1, 2022Hosted by Pierre FerraguWatch Replay
