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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Save The Dates: 26 Asia Tech Tour LineupFebruary 24, 2026 — Peter Vogel and Pierre Ferragu
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AMEC (688012 CH): Deposition Is the Next Growth DriverFebruary 24, 2026 — Peter Vogel and Pierre Ferragu
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AMD 6GW deployment for Meta – On a path to exceed 10% market shareFebruary 24, 2026 — Pierre Ferragu and Antoine Chkaiban
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AI Power Semis: How are market shares trending?February 24, 2026 — Pierre Ferragu
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How does AMD catch the hyperscale AI opportunity? Gen AI Big Idea Series – Forrest Norrod & Doug HuangFebruary 23, 2026 — Pierre Ferragu
Upcoming Events
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Mar
16TechnologyMarch 16, 2026 – March 17, 2026 — San Jose, CAEvent Details



