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

Infineon
IFX GR
Lenovo
992 HK
SMIC
981:HK
MediaTek
2454 TT
Qualcomm
QCOM US

Recent Research

Jun 18 2019
A Canoe (-Shaped Recovery) and No Paddle
Semiconductors
Jun 18 2019
Apple: Spinning Wheel?
Digital Consumer
Jun 04 2019
Best Ideas: June 2019
Best Ideas
May 20 2019
Huawei vs. US: A Battle Royale in Global Tech
Semiconductors
May 16 2019
AMD: Great Expectations
Semiconductors