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EVENT REPLAY

REPLAY: TSMC in 2025: the #1 growth driver won’t be AI!

August 28, 2024 — 11am ET

Hosted by Pierre Ferragu

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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

October 28, 2025

How much WFE is required to produce a 1 GW datacenter?

By Pierre Ferragu
October 28, 2025

Nokia: The deep value thesis has played out but the recent re-rating is sustainable. Maintain Buy

By Pierre Ferragu
October 27, 2025

Anthropic-GCP deal: The numbers and our read

By Pierre Ferragu
October 27, 2025

Auto cycle; EV pull-forward; Tesla; Lam; Intel, and others, Tech Weekly Wrap-up.

By Pierre Ferragu
October 27, 2025

Apple: improving iPhone cycle, already priced-in

By Pierre Ferragu and Antoine Chkaiban

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