
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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Bible 4Q24 – Memory: AI HBM accelerating, cycle elsewhere close to a bottomMarch 17, 2025 — Pierre Ferragu
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Bible 4Q24 – Semicap: everyone aims to gain share in a muted WFE market. We are cautious.March 13, 2025 — Pierre Ferragu
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NVDA's chaotic supply chain: feedback from 2 weeks in Taiwan, Korea & JapanMarch 11, 2025 — Peter Vogel, Pierre Ferragu and Rolf Bulk
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GPUs vs. ASICs – Clash of the Titans.March 11, 2025 — Pierre Ferragu
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Bible 4Q24 – Mobility & Delivery: Healthy underlying growthMarch 11, 2025 — Pierre Ferragu
Upcoming Events
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Mar
18TechnologyMarch 18, 2025 – March 19, 2025 — San Jose, CAEvent Details