Brett Simpson
+44 207 959 1320

Brett Simpson

Senior Analyst

Brett is a co-founder of Arete (formed in 2000) and is based in the firm's London office. He focuses on the global semiconductor component sector, working with Nam, Jim and Martin. Brett is a regular public speaker at industry events and after 17 years looking at the sector, has a wealth of experience to draw on. Prior to Arete, Brett spent two years at Goldman Sachs in an equity analyst role, specialising in European technology following three years with Ericsson UK, working in business development, covering all aspects of wireline and wireless telecom infrastructure.

 
AMS SW
AVGO US
IFX GR
INTC US
992 HK
2454 TT
NVDA US
QRVO US
QCOM US
981:HK
SYNA US
2330 TT

Other Team Members

Covered Companies

Intel
INTC US
TSMC
2330 TT
SMIC
981:HK
Broadcom
AVGO US
MediaTek
2454 TT

Recent Research

Oct 15 2019
TSMC: Full Steam Ahead
Semiconductors
Oct 09 2019
AMD: Sharpenin’ Up
Semiconductors
Oct 03 2019
Best Ideas: October 2019
Best Ideas
Oct 02 2019
NVIDIA: Raising the Bar
Semiconductors
Oct 02 2019
AI Silicon: More Than Meets the AI
Semiconductors