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EVENT

2024 Semicon West Investor Meetings

July 9, 2024 – July 10, 2024

Hosted by Rolf Bulk and Pierre Ferragu

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Additional Events

Dec
18
Technology

AI BIG Idea Series | Gilad Shainer | Nvidia

December 18, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Jan
14
Technology

AI BIG Idea Series | Andy Hock | Cerebras

January 14, 2026 — Virtual
Hosted by Antoine Chkaiban

Event Details

Technology Research

December 17, 2025

Bible 3Q25 – PCs: 2026 guided flat, weak refresh ahead

By Pierre Ferragu
December 17, 2025

Robotaxi Part II: The dawn of Tesla?

By Pierre Ferragu
December 17, 2025

Micron Model Update

By Pierre Ferragu
December 17, 2025

Bible 3Q25: Telecom Infrastructure: Growth in fixed & semis; mobile stabilizing.

By Pierre Ferragu
December 17, 2025

Bible 3Q25 – Industrials: cyclical recovery well underway

By Pierre Ferragu

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