Rolf Bulk
Technology Infrastructure
Rolf Bulk is a member of the Technology Infrastructure team, and is based in Singapore. Prior to joining New Street Research, Rolf worked in Pierre’s #1-ranked Telecom Equipment and Semiconductors team at Bernstein. He also has previous experience in banking and brokerage at KAS Bank in Amsterdam and Neonet Securities in Stockholm. Rolf holds a MSc in Finance from the Stockholm School of Economics and a BA in Business from Rotterdam Business School. Rolf is passionate about the potential of space industry, and enjoys skiing and diving.
Research
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Chinese Lithography: Recent newsflow confirms it is 15-20 years behindMay 5, 2025 — Rolf Bulk and Pierre Ferragu
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Tokyo Electron 4FQ25: back-end weighted FY26guide at risk. We are cautious. Neutral, ¥22,975.May 1, 2025 — Pierre Ferragu and Rolf Bulk
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TEL 4FQ25 QT: back-end weighted FY26 guide at risk. We are cautious.April 30, 2025 — Pierre Ferragu and Rolf Bulk
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ASML 1Q25 QT: FY25 guide maintained despite tariff uncertainty. We are cautious.April 16, 2025 — Rolf Bulk and Pierre Ferragu
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AMAT taking a 9% stake in Besi. Our take.April 15, 2025 — Rolf Bulk and Pierre Ferragu