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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Chang Wah (6548 TT) Raising Prices On Lead Frames Call NotesFebruary 4, 2026 — Peter Vogel and Pierre Ferragu
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ASPEED (5274 TT) Rubin Content & BT Constraints Call NotesFebruary 3, 2026 — Peter Vogel and Pierre Ferragu
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Elite Materials (2383 TT) Dominant CCL Vendor for AI Conf Call NotesFebruary 1, 2026 — Peter Vogel and Pierre Ferragu
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SEA Trip Readout: HBM4, Substrates, Test, and ShortagesJanuary 30, 2026 — Peter Vogel and Pierre Ferragu
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INTC EMIB-T: A Bridge Too FarJanuary 27, 2026 — Peter Vogel and Pierre Ferragu
Upcoming Events
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Mar
16TechnologyMarch 16, 2026 – March 17, 2026 — San Jose, CAEvent Details



