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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Samsung IC Test: Doosan Tesna (131970 KS) Conf Call NotesOctober 22, 2025 — Peter Vogel and Pierre Ferragu
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NVDA Thermal Changes: Implications for the Supply ChainOctober 16, 2025 — Peter Vogel and Pierre Ferragu
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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