COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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Bible 4Q24 - Smartphones: semis back to growth; shipments stabilizing; iPhone misses again.February 26, 2025 — Pierre Ferragu
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Soitec: Is the growth story dead?February 18, 2025 — Pierre Ferragu
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AI Capex up, Semicap down, Auto cycle turning, and more. Our weekly wrap-up.February 10, 2025 — Pierre Ferragu
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Soitec 3FQ25: Auto & Industrial cycle hits as mobile recoversFebruary 6, 2025 — Pierre Ferragu
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Our top 4 picks for 2025 (+ 4 other ideas to consider)!January 8, 2025 — Pierre Ferragu
Events
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Dec
19TechnologyDecember 19, 2024Hosted by Pierre FerraguWatch Replay -
Dec
17TechnologyDecember 17, 2024Hosted by Pierre FerraguWatch Replay -
Feb
23TechnologyFebruary 23, 2023Hosted by Pierre FerraguWatch Replay -
Sep
20TechnologySeptember 20, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Aug
1TechnologyAugust 1, 2022Hosted by Pierre FerraguWatch Replay