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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All Ring Tech (6187 TT): CoWoS Today, CPO TomorrowJune 16, 2026 — Peter Vogel and Pierre Ferragu
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Alchip (3661 TT): AMZN Today, GOOG TomorrowJune 15, 2026 — Peter Vogel and Pierre Ferragu
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Jentech (3653 TT): The Thermal Story Isn’t BrokenJune 14, 2026 — Peter Vogel and Pierre Ferragu
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Supply Constraints Are Broadening: 2Q 26 Asia Trip RecapJune 11, 2026 — Peter Vogel and Pierre Ferragu
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Elite Materials (2383 TT): CCL Spec Migration ContinuesJune 9, 2026 — Peter Vogel