
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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ISC (095340 KS) 06/24/2025 conference call notesJune 24, 2025 — Peter Vogel and Pierre Ferragu
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HPSP (403870 KS) 6/24/2025 conference call notesJune 24, 2025 — Peter Vogel and Pierre Ferragu
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AI Clobbers Legacy Tech: Taiwan May Sales +24% YoY (AI +40%)June 13, 2025 — Peter Vogel and Pierre Ferragu
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NVDA Bottlenecks Easing: Supply Chain Updates from 3 Weeks on the RoadJune 9, 2025 — Peter Vogel and Pierre Ferragu
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Legacy Tech & AI acclerating. Taiwan Apr Sales +29% YoYMay 12, 2025 — Peter Vogel and Pierre Ferragu