COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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Cloud revenues re-accelerating, capex beat, EVs & auto semis weak, memory thesis playing out, and more. The Tech Weekly Wrap-upJuly 29, 2024 — Pierre Ferragu
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Soitec 1FQ25: Inventory correction progressing as expectedJuly 24, 2024 — Pierre Ferragu
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Soitec pre 1FQ25 Model UpdateJuly 12, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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Nvidia beat and raise, AI networking, AI PCs, Industrial semi cycle, and more. The Tech Weekly Wrap-upMay 28, 2024 — Pierre Ferragu
Events
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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
01TechnologyAugust 1, 2022Hosted by Pierre FerraguWatch Replay