
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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Not Overextended: Taiwan June Sales +23%; AI +38%, Ex AI +4%July 10, 2025 — Peter Vogel and Pierre Ferragu
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Updating Coverage numbers for FXJuly 8, 2025 — 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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Framing the ROI question right: It is all about sustaining multi-year growthJuly 7, 2025 — Pierre Ferragu
Upcoming Events
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Jul
15TechnologyJuly 15, 2025 — VirtualEvent Details