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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 and Piyush Kalyani

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Technology Events

Jul
8
Technology

The Great Replatforming: Part I – the Special Theory

July 8, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details
Jul
11
Technology

Deep dive into Chinese Semicap: How much of a headwind for Western players?

July 11, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

June 28, 2025

Microsoft vs. OpenAI: Implications for investors?

By Pierre Ferragu and Antoine Chkaiban
June 27, 2025

Deep dive into Chinese Semicap: How much of a headwind for Western players?

By Pierre Ferragu
June 26, 2025

Eugene Tech (084370 KS) DRAM Deposition 06/24/2025 Conference Call Notes

By NSR Team
June 26, 2025

TOWA (6315 JP) HBM Molding Equipment; 06/25/2025 Conference Call Notes

By Peter Vogel and Pierre Ferragu
June 26, 2025

Micron 3FQ25: Our thesis is playing out - Buy, $170 TP.

By Pierre Ferragu

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