We use cookies to optimize your experience on our website. By continuing to use our site, you consent to the use of cookies as outlined in our Privacy Policy.

Skip to main content

Research
Events
Data
Coverage
Team
Contact

Search for:

EVENT REPLAY

GTC 2025 Takeaways CONF CALL

March 21, 2025 — 12:00PM ET

Virtual

Hosted by Pierre Ferragu and Antoine Chkaiban

Share via Email

Please join us to discuss key takeaways from GTC 2025.

Additional Events

Mar
16
Technology

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

Event Details

Technology Research

March 6, 2026

Besi: Another setback in Hybrid bonding adoption?

By Pierre Ferragu
March 6, 2026

Grasping the AI Infra buildout (V): How can frontier labs fund rising compute costs?

By Pierre Ferragu
March 5, 2026

Grasping the AI Infra buildout (IV): How can hyperscalers swallow so much Capex?

By Pierre Ferragu
March 5, 2026

Bible 4Q25 - Semicap: growth outlook strengthens, but less thanthe downstream

By Pierre Ferragu
March 5, 2026

Broadcom 1FQ26: Another strong evidence of strong growth beyond 2026. $420 TP.

By Pierre Ferragu

Contact

Careers

New Street Research is a talent-driven organization. We are always looking for creative, curious, driven thinkers. If you think you would be a good fit, please reach out to us.
London

New Street Research LLP

Birchin Court, 20 Birchin Lane

London, EC3V 9DU

+44 20 7375 9111

Registered Address

5 Brayford Square, London, E1 0SG
New York

New Street Research LLC

430 West 14th Street, Floor 5

New York, NY 10014

+1 646 681 4604
Singapore

New Street Research Singapore Pte. Ltd

80 Robinson Road #10-01A

Singapore, 068898

+65 6420 6225

Policy on Independence | Terms of Business | Privacy Policy

New Street Research LLP is registered in England and Wales No. OC303987. Registered office: 5 Brayford Square, London, E1 0SG. New Street Research LLP is authorised and regulated in the conduct of its designated investment business in the United Kingdom by the Financial Conduct Authority.

© New Street Research LLP. Website by Pel.