The Wall Street Transcript
The Wall Street Transcript - In-Depth Interviews for Investors
Technology >> Analyst Interviews >> May 29, 2025

Secondary Effects Could Hit Chipmakers Harder Than Tariffs Themselves

Rasgon, Stacy
Stacy Rasgon is the Senior Analyst at Bernstein Research covering U.S. Semiconductors. Prior to joining Bernstein in April 2008, Mr. Rasgon worked as a management consultant at McKinsey & Company, where he advised clients across the semiconductor value chain (and on three continents) in matters of strategy, operations, and M&A. He also spent time at IBM’s TJ Watson Research Center, where he examined line edge roughness formation mechanisms during plasma etching of semiconductor devices. Mr. Rasgon holds a Ph.D. in Chemical Engineering from the Massachusetts Institute of Technology, as well as a Certificate in Financial Technology from the MIT Sloan School of Management. He earned a B.S. summa cum laude in Chemical Engineering from the University of California, Los Angeles. Mr. Rasgon has been recognized as a top analyst in his sector by Institutional Investor every year since 2010, including numerous appearances as the No. 1 analyst in U.S. Semiconductors; in its 2024 survey, Extel ranked him No. 3 on its All-America Research Team. Profile
Word count: 4,503

TWST: Please give us an overview of your area of coverage, specifically any coverage related to the semiconductor and AI spaces.

Mr. Rasgon:

Top Company Interviews

Microsoft Corporation
Intel Corporation
Pfizer, Inc.
GE Aerospace (General Electric Company)
Walmart Inc.
International Business Machines Corporation
Citigroup Inc.
Exxon Mobil Corporation
Bank of America Corporation
Dell Inc.
Verizon Communications Inc.
Alphabet Inc
CEO INTERVIEWS
Interview with the CEO: Silvaco Group Inc. (NASDAQ:SVCO)
Interview with the Founder, Chairman and CEO: Porch Group Inc. (NASDAQ:PRCH)
Interview with the President and CEO: InTest Corporation (NYSEAMERICAN:INTT)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Large-Cap Names That Check the Boxes for Relative Value and Sustainability
Stable, Defensive Sectors Offer More Value in Current Market Environment
Small Cap Investing: Finding Leaders in Niche Markets
ANALYST INTERVIEWS
AI Growth Fuels Demand for Specialized Networking and Power Chips
Salesforce Is Top Pick for 2025 on Strength of AI Initiatives
Subscription Model Increases Visibility in Engineering Software Space
Since 1963
© The Wall Street Transcript 2016, 2025
Terms and Conditions
Privacy Policy