We use cookies to optimize your experience on our website. By continuing to use our site, you consent to the use of cookies as outlined in our Privacy Policy.

Skip to main content

Research
Events
Data
Coverage
Team
Contact

Search for:

EVENT

NSR & BCG Semiconductor Big Idea Conference

September 14, 2023 – September 14, 2023

Hosted by Pierre Ferragu

Share via Email

Please contact your salesperson for information.

Technology Research

December 23, 2024

OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.

By Pierre Ferragu
December 20, 2024

Conf Call Slides: Memory in 2025: The fastest growing and most overlooked COGS of AI

By Pierre Ferragu
December 20, 2024

$60-90bn Broadcom AI compute & networking SAM across 3 players? The underlying math.

By Pierre Ferragu
December 19, 2024

Palo Alto Networks Model Update Post Stock Split

By Pierre Ferragu
December 19, 2024

Micron 1FQ25: DRAM playing out as expected; NAND negative surprise doesn’t derail thesis. Buy $145 TP.

By Pierre Ferragu

Contact

Careers

New Street Research is a talent-driven organization. We are always looking for creative, curious, driven thinkers. If you think you would be a good fit, please reach out to us.
London

New Street Research LLP

18th Floor, 100 Bishopsgate

London, EC2N 4AG

+44 20 7375 9111
New York

New Street Research LLC

430 West 14th Street, Floor 5

New York, NY 10014

+1 646 681 4604
Singapore

New Street Research Singapore Pte. Ltd

80 Robinson Road #10-01A

Singapore, 068898

+65 6420 6225

Policy on Independence | Terms of Business | Privacy Policy

New Street Research LLP is registered in England and Wales No. OC303987. Registered office: 100 Bishopsgate, 18th Floor, London, EC2N 4AG. New Street Research LLP is authorised and regulated in the conduct of its designated investment business in the United Kingdom by the Financial Conduct Authority.

© New Street Research LLP. Website by Pel.