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
-
ISC (095340 KS): AI Socket Share Gains, LTAs and Pricing PowerMay 6, 2026 — Peter Vogel and Pierre Ferragu
-
Sinbon (3023 TT): Robotics, SPE & Drone Driving GrowthMay 5, 2026 — Peter Vogel and Pierre Ferragu
-
UWC (UWC MK): SPE Ramps Drive GrowthMay 5, 2026 — Peter Vogel and Pierre Ferragu
-
AMD Mi450 Supply Chain ChecksApril 29, 2026 — Peter Vogel and Pierre Ferragu
-
King Slide (2059 TT): AI Rail DominanceApril 27, 2026 — Peter Vogel and Pierre Ferragu