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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TPU on Pole; Trainium enters the Pits; ASIC Supplier CommentaryDecember 22, 2025 — Peter Vogel and Pierre Ferragu
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Rubin Ramp, Thermal Changes: Supplier Commentary Post 2 Weeks in AsiaDecember 18, 2025 — Peter Vogel and Pierre Ferragu
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Key Bullets: Dec '25 Asia Tech TripDecember 16, 2025 — Peter Vogel and Pierre Ferragu
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Supply, Not Demand, Sets the Ceiling in '26December 15, 2025 — Pierre Ferragu and Peter Vogel
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AI Demand Strong, Supply Constraints the BottleneckDecember 15, 2025 — Pierre Ferragu and Peter Vogel