
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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GTC '25 Recap....Next Stop ComputexMarch 20, 2025 — Peter Vogel and Pierre Ferragu
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NVDA's chaotic supply chain: feedback from 2 weeks in Taiwan, Korea & JapanMarch 11, 2025 — Peter Vogel, Pierre Ferragu and Rolf Bulk
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Asia Feb - Mar 25 Pre Trip NotesFebruary 20, 2025 — Peter Vogel
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Taiwan Jan Sales +14% YoY, Strongest since Jan '21February 12, 2025 — Peter Vogel and Pierre Ferragu
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Auto & Automation Sales Growth Accelerating | Inventory Burning OffFebruary 5, 2025 — Peter Vogel and Pierre Ferragu