
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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Legacy Tech & AI acclerating. Taiwan Apr Sales +29% YoYMay 12, 2025 — Peter Vogel and Pierre Ferragu
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Rare Earths Are Abundant - Breaking China's Grip Is PossibleMay 1, 2025 — Peter Vogel and Pierre Ferragu
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Making Sense of the CoWoS ‘Pause ‘April 25, 2025 — Peter Vogel and Pierre Ferragu
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Taiwan Mar Sales +32% YoY (AI +45%)April 11, 2025 — Peter Vogel and Pierre Ferragu
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Asia Tech Tour & COMPUTEXApril 3, 2025 — Peter Vogel, Pierre Ferragu and Antoine Chkaiban