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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GOOG Suppliers: Who Does What and What We’ll LearnNovember 28, 2025 — Peter Vogel and Pierre Ferragu
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Kokusai Electric (6525 JP) Global #1 for Batch ALD Conf Call NotesNovember 26, 2025 — Peter Vogel and Pierre Ferragu
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AMD Suppliers: Who Does What and What We'll LearnNovember 25, 2025 — Peter Vogel and Pierre Ferragu
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Alchip (3661 TT) AI/HPC ASIC Design leveraged to AMZN Conf Call NotesNovember 25, 2025 — Peter Vogel and Pierre Ferragu
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NVDA Suppliers: Who Does What and What We’ll LearnNovember 24, 2025 — Peter Vogel and Pierre Ferragu