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Semicon West Investor Meetings

July 11, 2023 – July 12, 2023

San Francisco, CA

Hosted by Pierre Ferragu

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Technology Research

July 26, 2024

Besi 2Q24: Prolonged downturn in mainstream packaging; strong momentum in hybrid bonding. Buy, €160 TP

By Pierre Ferragu
July 25, 2024

KLA 4FQ24: Best positioned in the recovery with the highest exposure to leading-edge & DRAM. Buy, $860.

By Pierre Ferragu
July 25, 2024

STM 2Q24: Significant deterioration in industrials and incremental weakness in autos

By Pierre Ferragu
July 25, 2024

Hynix 2Q24 - Thesis playing out: COGS outgrowing PPE & inventories going away

By Pierre Ferragu
July 25, 2024

Besi 2Q24: Prolonged downturn in mainstream packaging; strong momentum in hybrid bonding.

By Pierre Ferragu

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