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The Semicap cycle: what happens next?

December 7, 2022

Hosted by Pierre Ferragu

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How deep will the downturn be in 2023 and when can we expect a recovery? What impact will subsidies have and more. Conversation with industry experts.

Technology Events

Sep
5
Technology

Conference Call: Could Jensen just be reasonably optimistic? The Great Replatforming, Part II.

September 5, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Oct
7
Technology

2025 Semicon West Investor Meetings

October 7, 2025 – October 8, 2025 — Phoenix Convention Center, Phoenix, AZ
Hosted by Pierre Ferragu, Rolf Bulk, Derek Mogull and Peter Vogel

Event Details

Technology Research

August 29, 2025

The Great Replatforming, Part II – The General Theory. Could Jensen just be reasonably optimistic?

By Pierre Ferragu
August 28, 2025

$3-4tn AI datacenter spending in 2030 is credible and way above expectations

By Pierre Ferragu
August 28, 2025

Nvidia 2FQ26: growth next year confirmed; $3-4tn AI infrastructure spend in 2030? Buy, $235 TP

By Pierre Ferragu
August 28, 2025

Bible 2Q25 – Memory: margins of conventional DRAM to expand as HBM growth pressures capacity

By Pierre Ferragu
August 28, 2025

Bible 2Q25 – Industrials: Accelerating momentum; watch out for tariff pull-ins

By Pierre Ferragu

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