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
QCOM US
981:HK
SYNA US
2330 TT

Other Team Members

Covered Companies

SMIC
981:HK
AMS
AMS SW
Broadcom
AVGO US

Recent Research

Jul 15 2019
AMD: Poke the Bear
Semiconductors
Jul 15 2019
Intel: Gets Worse Before It Gets Better
Semiconductors
Jul 03 2019
Broadcom: Going Soft?
Semiconductors
Jun 18 2019
A Canoe (-Shaped Recovery) and No Paddle
Semiconductors
Jun 18 2019
Apple: Spinning Wheel?
Digital Consumer