COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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Soitec: Inventory correction deepening; secular growth profile unchanged. Buy, €55.May 30, 2025 — Pierre Ferragu
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Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
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Tariffs – How would a recession affect our coverage?April 15, 2025 — Pierre Ferragu
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Getting over Tariffs – Step back. Rethink. Move on.April 11, 2025 — Pierre Ferragu
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Tariffs. Figuring the right baseline to assess implicationsApril 4, 2025 — Pierre Ferragu
Events
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Dec
19TechnologyDecember 19, 2024Hosted by Pierre FerraguWatch Replay -
Dec
17TechnologyDecember 17, 2024Hosted by Pierre FerraguWatch 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