COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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Nvidia beat and raise, AI networking, AI PCs, Industrial semi cycle, and more. The Tech Weekly Wrap-upMay 28, 2024 — Pierre Ferragu
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Soitec 4FQ24: Strong secular and cyclical setup for 2025. Buy, €150May 24, 2024 — Pierre Ferragu
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Bible 1Q24 - Smartphones: mixed signals on demand; iPhone decelerating.May 16, 2024 — Pierre Ferragu
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Soitec: Extended inventory correction; strong setup for 2025March 29, 2024 — Pierre Ferragu
Events
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Feb
23 -
Sep
20TechnologySeptember 20, 2022Watch Replay -
Sep
12 -
Aug
01TechnologyAugust 1, 2022Watch Replay