COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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Power semiconductors: Our updated thoughts following the PCIM conferenceMay 16, 2023 — Pierre Ferragu
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Bible 1Q23 - Smartphones: iPhone still defies broader slowdown; Semi inventory correction intensifies.May 11, 2023 — Pierre Ferragu
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Cloud capex jump to finance A.I. deployments, the Mobileye cheese souffle effect, and much more. Tech Weekly Wrap-Up April 28thMay 1, 2023 — Pierre Ferragu
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Soitec 4FQ23: Steep but short cycle reiterated. Positive developments on SmartSiC & POIApril 27, 2023 — Pierre Ferragu
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Soitec: Smartphone inventory correction hits at lastApril 11, 2023 — Pierre Ferragu
Events
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Feb
23TechnologyFebruary 23, 2023Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Sep
20TechnologySeptember 20, 2022Hosted by Pierre FerraguWatch Replay -
Aug
01TechnologyAugust 1, 2022Hosted by Pierre FerraguWatch Replay