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EVENT REPLAY

Besi: Revisiting our thesis following the HBM shock.

April 23, 2024 — 11:00AM ET

Virtual

Hosted by Rolf Bulk

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Additional Events

Apr
10
Technology

Intel: is 35-40% Foundry gross margin ever achievable?

April 10, 2026 – April 10, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details

Technology Research

April 2, 2026

Besi Number Update

By Pierre Ferragu
April 2, 2026

Alchip (3661 TT): Higher Volumes, Lower Margins

By Peter Vogel and Pierre Ferragu
April 2, 2026

Tesla 1Q26 Deliveries: Mixed regionally, in line overall. Maintain Buy

By Pierre Ferragu
April 2, 2026

Tesla Model Update

By Pierre Ferragu
April 1, 2026

Intel: is 35-40% Foundry gross margin ever achievable?

By Pierre Ferragu and Antoine Chkaiban

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