03.05.07: Semiconductors Report
A roundtable forum, two analysts and top management from 9 firms examine Semiconductors in this 56 page report from The Wall Street Transcript.

  1. Roundtable forum: Ashok Kumar, Raymond James & Associates; Hans Mosesmann, Nollenberger Capital Partners; Krishna Shankar, JMP Securities LLC; Tore Svanberg, Piper Jaffray & Co.

  2. Semiconductor End Markets: Timothy Luke, Lehman Brothers Inc.

  3. PC, Communications & Analog Companies: Christopher Caso, Friedman, Billings, Ramsey Group, Inc.

  4. CEO Interviews (average 2,500 words): Top management from 9 sector firms examine the outlook for their firm and sector. Firms interviewed include: Advanced Photonix, Inc., ANADIGICS, Inc., Hauppage Digital, Inc., KEMET Corporation, Microchip Technology Incorporated, ON Semiconductor Corporation, SMART Modular Technologies, Inc., Tower Semiconductor Ltd., TranSwitch Corporation.

    Topics covered: Secular pricing pressures - Decline in ASPs - Rate of spending - Increased silicon intelligence - Emerging markets growth - Vista-driven opportunities - Electronic system growth - Auto, medical and industrial end market growth - PC and handset growth prospects - ASP cyclicality - M&A activity - Private equity deals - Capacity utilization - Inventory levels - Stock picks 

    Companies covered: Intel (INTC), Advanced Micro Devices (AMD), MEMC Electronic Materials (WFR), Microchip (MCHP), Micron Technology (MU), NVIDIA (NVDA), Techwell (TWLL), Pericom Semiconductor (PSEM), Exar (EXAR), Microsoft (MSFT), National Semiconductor (NSM), ON Semiconductor (ONNN), O2 Micro (OIIM), Supertex (SUPX), Micrel (MCRL), Hynix Semiconductor.
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