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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Traditional server CPU shipments to rebound for multiple yearsApril 15, 2026 — Pierre Ferragu
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ASML 1Q26: Demand strengthening, but in line with consensus and not to the point of making EUV a bottleneck.April 15, 2026 — Pierre Ferragu
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ASML model udpateApril 14, 2026 — Pierre Ferragu
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Infineon: After memory, the next place for gross margin squeeze is power semis!April 14, 2026 — Pierre Ferragu
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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
Upcoming Events
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Apr
20CommunicationsApril 20, 2026 — VirtualEvent Details




