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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AI Server Assembly & TSMC Drive Mar ’26 Sales +44%; AI +58%; Ex AI +26%April 10, 2026 — Peter Vogel and Pierre Ferragu
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Alchip (3661 TT): Higher Volumes, Lower MarginsApril 2, 2026 — Peter Vogel and Pierre Ferragu
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Gold Circuit (2368 TT): ASIC Programs Drive ’26 GrowthMarch 31, 2026 — Peter Vogel and Pierre Ferragu
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Advanced Echem (4749 TT): Levered to TSMC Advanced NodesMarch 30, 2026 — Peter Vogel and Pierre Ferragu
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Bizlink (3665 TT): Power Cables Outgrowing Data CablesMarch 29, 2026 — Peter Vogel and Pierre Ferragu