Peter Vogel
Peter Vogel has over 20 years of experience covering the technology sector, with the past 14 years focused on Asia. He has deep knowledge of the tech supply chain and can synthesize pertinent information across sectors and geographies, tailoring it for specific audiences.
Peter’s professional journey includes roles at Raymond James, JNK Securities, CLSA, and The Boston Company Asset Management.
Peter holds a Bachelor of Science in Business Administration from Roger Williams University. He lives in Manhattan with his wife and two sons and enjoys cooking and traveling in his spare time.
Research
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Gigabyte (2376 TT) Conf. Call wrap upOctober 25, 2024 — Peter Vogel and Pierre Ferragu
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Global Mixed-Mode (8081 TT) Conf. Call Wrap UpOctober 22, 2024 — Peter Vogel and Pierre Ferragu
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AI & Semi Cycle TourOctober 15, 2024 — Peter Vogel
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Taiwan Sep Sales: +16% YoY (50% lower ex AI)October 14, 2024 — Peter Vogel and Pierre Ferragu
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Asia Tech Tour Takeaways: AI great; Legacy Tech WeakSeptember 23, 2024 — Peter Vogel and Pierre Ferragu
Upcoming Events
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Dec
2TechnologyDecember 2, 2024 – December 12, 2024 — Taiwan / South Korea / JapanEvent Details