Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team and is a part of the Space research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
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Micronics (6871 JP): Vertical MEMS Is the Key DebateMay 26, 2026 — Peter Vogel and Pierre Ferragu
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Nvidia $1tn, CPU, Auto, industrial, and more. Tech weekly wrap-upMay 26, 2026 — Pierre Ferragu
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What does Nvidia's $20bn CPU guide imply for agentic CPU adoption?May 26, 2026 — Pierre Ferragu and Antoine Chkaiban
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Uber acquiring Delivery Hero? Our takeMay 26, 2026 — Pierre Ferragu
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Ibiden (4062 JP): Tight High-End Substrate SupplyMay 26, 2026 — Peter Vogel and Pierre Ferragu
Upcoming Events
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May
26CommunicationsMay 26, 2026 – May 26, 2026 — VirtualWatch Replay -
May
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