Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure 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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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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Arm Model UpdateApril 10, 2026 — Pierre Ferragu
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Conference Call: Server CPUs and Intel Foundry UpdateApril 10, 2026 — Pierre Ferragu and Antoine Chkaiban
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Server CPUs: A brave new world!April 10, 2026 — Pierre Ferragu
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TSMC 1Q26 Revenues: The first in a series of beatsApril 10, 2026 — Pierre Ferragu