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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

Jul
30
Technology

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

July 30, 2026
Hosted by Ben Harwood

Event Details

Technology Research

July 27, 2026

Soitec: optics more than doubling, driving a return to 20% growth

By Ben Harwood
July 27, 2026

AMD Advancing AI 2026: our 7 take-aways.

By Pierre Ferragu and Antoine Chkaiban
July 27, 2026

AI capex increasing; AI impacting SW; HBM demand destruction?; Intel turnaround; Optics inflection and more. Tech weekly wrap-up.

By Pierre Ferragu
July 24, 2026

Nokia 2Q26: order momentum sets up another doubling in AI & Cloud. Buy, €12 TP

By Pierre Ferragu and Ben Harwood
July 24, 2026

$3tn Al capex in 2030 - implications for memory: similar tight supply; higher capex

By Pierre Ferragu

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