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EVENT

Soitec CEO/CFO Group Call (Laurent Rémont/Albin Jaquemont)

July 30, 2026 — 8:30 AM UK/ 3:30 AM ET

Hosted by Ben Harwood

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Additional Events

Oct
13
Technology

2026 Semicon West Investor Meetings

October 13, 2026 – October 14, 2026 — San Fransisco, CA
Hosted by Pierre Ferragu and Peter Vogel

Event Details

Technology Research

August 24, 2026

Nvidia price increase in context – Positive Nvidia & Memory!

By Pierre Ferragu
August 24, 2026

Bible 2Q26 - Ride-Sharing & Delivery: Core ride-sharing momentum holds while regulators determine the pace of autonomy

By Pierre Ferragu
August 24, 2026

AI power semis, return on AI, Robotaxi, price increases, auto & industrial cycle, and more. Tech weekly wrap-up.

By Pierre Ferragu
August 21, 2026

Bible 2Q26 - Industrials: destocking done, pricing back, supply squeeze ahead.

By Pierre Ferragu
August 20, 2026

Micron model update

By Pierre Ferragu

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