Technology >> Analyst Interviews >> September 17, 2012

Semiconductor Sector Expected to Shift from Pure Cyclical to Growth Cyclical

Shah, Vishal
Vishal Shah joined Deutsche Bank Securities Inc. in July 2011 as Managing Director and Senior Analyst for the clean technology and semiconductor equipment sectors. He has more than 10 years of experience as a Semiconductor Equipment/Clean Technology Analyst. Before joining Wall Street, Mr. Shah worked at Applied Materials Inc. in the engineering and sales divisions. He was ranked number one Alternative Energy Analyst in the 2009 and 2010 All-America Research Team surveys. Mr. Shah has a bachelor's degree in chemical engineering from the Indian Institute of Technology and an MBA from INSEAD. Profile
TWST: You predict the semiconductor sector to transition from a pure cyclical to a growth cyclical over the next three to five years. What factors do you believe will be driving the growth