03.10.08: Semiconductor Equipment Report
3 analysts and 1 sector firm examines the Specialty Finance space in this 22 page report from The Wall Street Transcript. Order this Report

  1. Outlook for Semiconductor Equipment: Patrick J. Ho, Stifel, Nicolaus & Co., Inc.

  2. Semiconductor Foundry & Test Equipment: Steven Pelayo, HSBC Securities

  3. Outlook for Semiconductor Equipment: Ben Pang, Caris & Company, Inc.

  4. CEO Interviews (average 2,500 words): Top management from 1 sector firm examines the outlook for their firm and sector. Firms interviewed include: Ultratech, Inc.

    Topics covered: Slowdown in memory cap ex spending - DRAM pricing has started to stabilize - NAND flash spending - Positive signs from Intel - Weakness in the equipment market - Positive cash flow - Better profitability levels - Declining cycle times - Capital spending plans - Major chipmakers - Decline in spending - The memory space - DRAM manufacturing - Equipment makers are driving shifts in pricing power - Factory utilization rates - Margin expansion - Outsourcing to foundries - Solar and flat panel displays - R&D spending

    Companies covered: Applied Materials (AMAT), Taiwan Semiconductor (TSM), Varian Semiconductor (VSEA), Lam Research (LRCX), Axcelis (ACLS), KLA-Tencor (KLAC), Teradyne (TER).
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