COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
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AMAT taking a 9% stake in Besi. Our take.April 15, 2025 — Rolf Bulk and Pierre Ferragu
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Tariffs: Smartphones, PC, semicap equipment, and others excluded - Our takeApril 14, 2025 — Pierre Ferragu
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Getting over Tariffs – Step back. Rethink. Move on.April 11, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q24March 24, 2025 — Pierre Ferragu
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Autos & Industrials, China AI, PC cycle, WFE, Arista, Besi, Grab. Our weekly wrap-up.February 24, 2025 — Pierre Ferragu
Events
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Mar
18TechnologyMarch 18, 2025 — VirtualHosted by Rolf BulkWatch Replay -
Apr
23TechnologyApril 23, 2024 — VirtualHosted by Rolf Bulk and Piyush KalyaniWatch Replay -
Oct
30TechnologyOctober 30, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
11TechnologyOctober 11, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Mar
17TechnologyMarch 17, 2023Hosted by Pierre FerraguWatch Replay -
Jun
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