Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
-
Memory in 2025: Can Chinese DRAM derail our thesis?January 17, 2025 — Pierre Ferragu
-
TSMC 4Q24: buoyant outlook with room for upside. Top pick for 2025. Buy, NT$ 1,450 TPJanuary 16, 2025 — Pierre Ferragu
-
Semi cycle update 4Q24: Recovery weaker but still on for 2025January 16, 2025 — Pierre Ferragu
-
TSMC 4Q24: buoyant outlook with room for upside. Top pick for 2025. Buy, NT$ 1,450 TPJanuary 16, 2025 — Pierre Ferragu
-
Taiwan Monthly Sales Recap: December Sales + 33% YoY (+16% Ex AI)January 12, 2025 — Peter Vogel and Pierre Ferragu