8.23.04: TWST Semiconductor Conference Report
2 analysts and top management from 6 sector firms examine the semiconductor sector in this 39 page conference report from The Wall Street Transcript.
  1. Outlook for Semiconductors: Adam S. Parker, Sanford C. Bernstein & Co.
  2. Semiconductor Capital Equipment: Edward C. White Jr., Lehman Brothers
  3. CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Analog Devices, August Technology Corporation, International Rectifier Corporation, Teradyne, Inc., Tessera Technologies and SS&C Technologies.
    4. Topics covered: Demand trends - Capacity expectations - Cost of electronic devices - Outsourcing - Wireless market - Killer apps - Pricing strategies - Equipment demands - Manufacturing climate - Sustainability - Testing costs

    Companies covered:Intel (INTC), Texas Instruments (TXN), STMicroelectronics (STM), Analog Devices (ADI), National Semiconductor (NSM), Micron (MU), Advanced Micro Devices (AMD) and Microchip Technology (MCHP), KLA-Tencor (KLAC), Applied Materials (AMAT), Novellus Systems (NVLS), FormFactor (FORM).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

     

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