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EVENT REPLAY

TechInsights – Semicap Equipment expert call with Risto Puhakka VP (formerly VSLI Research)

December 7, 2022

Hosted by Pierre Ferragu

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11:00 ET / 16:00 UK.

Additional Events

Nov
17
Technology

2025 BCG & NSR AI BIG Idea Series

November 17, 2025 – February 19, 2026 — Virtual
Hosted by Pierre Ferragu

Event Details
Nov
17
Technology

AI BIG Idea Series | Chris Bergey & Ami Badani | Arm

November 17, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

November 4, 2025

Grab 3Q25: growth accelerating; guidance raised; in line with our investment thesis

By Ben Harwood and Pierre Ferragu
November 3, 2025

AMD Model Update

By Antoine Chkaiban and Pierre Ferragu
November 3, 2025

Cloud growth, AI capex, Nvidia Guide, Memory, Auto Semi Cycle and more. Tech Weekly Wrap-up

By Pierre Ferragu
November 1, 2025

Apple 4FQ25: iPhone cycle emerging strong; but valuation is full. Neutral, $270 TP.

By Pierre Ferragu
November 1, 2025

TEL 2FQ26: HBM drives beat. More positive tone on 2026. Neutral, ¥33,750.

By Rolf Bulk and Pierre Ferragu

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