Partner And Co-Founder
CurrentArete is a 20yr old independant equity research house, focussing on covering public companies in the global technology sector (TMT). We employ 35 staff, with offices in London, Boston and Hong Kong. I lead Arete's global semiconductors team and regularly publish reports on thematic trends like AI, 5G, AR/VR, Autonomous compute, robotics, leading edge semiconductors, IOT, etc. I cover Intel, Qualcomm, ARM, TSMC, Broadcom, Nvidia, AMD, Samsung, Skyworks, etc. Feel free to get in touch if you need some background on these companies.