COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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Soitec 1FH25: Inventory correction progressing as plannedNovember 21, 2024 — Pierre Ferragu
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Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone missed & we see further downside.November 20, 2024 — Pierre Ferragu
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Soitec: pre-2FQ25 model updateNovember 11, 2024 — Pierre Ferragu
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Asia Tech Tour Takeaways: AI great; Legacy Tech WeakSeptember 23, 2024 — Peter Vogel and Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
Events
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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