Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
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GOOG Suppliers: Who Does What and What We’ll LearnNovember 28, 2025 — Peter Vogel and Pierre Ferragu
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Kokusai Electric (6525 JP) Global #1 for Batch ALD Conf Call NotesNovember 26, 2025 — Peter Vogel and Pierre Ferragu
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AMD Suppliers: Who Does What and What We'll LearnNovember 25, 2025 — Peter Vogel and Pierre Ferragu
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Google planning to offer TPUs on premise? Our quick take.November 25, 2025 — Pierre Ferragu and Antoine Chkaiban
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Alchip (3661 TT) AI/HPC ASIC Design leveraged to AMZN Conf Call NotesNovember 25, 2025 — Peter Vogel and Pierre Ferragu
Upcoming Events
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Dec
5TechnologyDecember 5, 2025 – February 19, 2026 — VirtualEvent Details -
Dec
5 -
Dec
15TechnologyDecember 15, 2025 — VirtualEvent Details -
Dec
15TechnologyDecember 15, 2025 — VirtualEvent Details -
Dec
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