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2026 GTC | Agenda, NSR Tech After-Party, Investor Meetings

March 16, 2026 – March 17, 2026

San Jose, CA

Hosted by Pierre Ferragu, Antoine Chkaiban, Peter Vogel and Derek Mogull

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Additional Events

Apr
20
Communications

AMZN/GSAT: DEAL OVERVIEW, IMPLICATIONS, WINNERS & LOSERS

April 20, 2026 — Virtual
Hosted by David Barden, Pierre Ferragu, Blair Levin, James Ratzer and Dan Salmon

Event Details

Technology Research

April 16, 2026

ASML 1Q26: Demand strengthening, but in line with consensus and not to the point of making EUV a bottleneck. Neutral, €1,245.

By Pierre Ferragu
April 15, 2026

Traditional server CPU shipments to rebound for multiple years

By Pierre Ferragu
April 15, 2026

ASML 1Q26 QT: Demand strengthening, but in line with consensus and not to the point of making EUV a bottleneck.

By Pierre Ferragu
April 14, 2026

ASML model udpate

By Pierre Ferragu
April 14, 2026

Infineon: After memory, the next place for gross margin squeeze is power semis!

By Pierre Ferragu

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