
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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Not Overextended: Taiwan June Sales +23%; AI +38%, Ex AI +4%July 10, 2025 — Peter Vogel and Pierre Ferragu
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Advanced Echem Materials (4779 TT) Conference Call NotesJuly 7, 2025 — Peter Vogel and Pierre Ferragu
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Advanced Echem Materials (4749 TT) Semi Materials Leveraged to TSMC Advanced NodesJuly 7, 2025 — Peter Vogel and Pierre Ferragu
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Unimicron (3037 TT) IC Substrates for NVDA, ASIC, INTC, AAPL, Huawei, AMD; Conference Call NotesJuly 2, 2025 — Peter Vogel and Pierre Ferragu
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Eugene Tech (084370 KS) DRAM Deposition 06/24/2025 Conference Call NotesJune 26, 2025 — Peter Vogel