
Peter Vogel
Peter Vogel has over 20 years of experience covering the technology sector, with the past 14 years focused on Asia. He has deep knowledge of the tech supply chain and can synthesize pertinent information across sectors and geographies, tailoring it for specific audiences.
Peter’s professional journey includes roles at Raymond James, JNK Securities, CLSA, and The Boston Company Asset Management.
Peter holds a Bachelor of Science in Business Administration from Roger Williams University. He lives in Manhattan with his wife and two sons and enjoys cooking and traveling in his spare time.
Research
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AI + Legacy Seasonality Fuel Taiwan: September Sales +22%; AI +29%, Ex AI +11%October 13, 2025 — Peter Vogel and Pierre Ferragu
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Towa Sep'25 Conference Call NotesSeptember 29, 2025 — Peter Vogel and Pierre Ferragu
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US Tech Reads Post 2 Weeks in AsiaSeptember 26, 2025 — Peter Vogel and Pierre Ferragu
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WUS PCB (002463 CH) 800G Switch Conference Call NotesSeptember 23, 2025 — Peter Vogel and Pierre Ferragu
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Insights From 2 Weeks in Asia: Rubin, Shortages, ASICs, Huawei, China SPE, GPU TestSeptember 22, 2025 — Peter Vogel and Pierre Ferragu