Topics covered: Semiconductor Revenues and Demand, Semiconductor Capital Equipment Spending, Mobile Device Consumer Demand, Improvement from Cyclical Bottom, Enterprise Data Storage Demand, Energy Efficiency, Data Growth Trends, Cloud Computing and Telecommunications, Chinese Fabless Industry Growth
Companies covered: Netlist, Inc. (NASDAQ:NLST), On Track Innovations Ltd (NASDAQ:OTIV), GigOptix, Inc. (AMEX:GIG), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Audience, Inc. (NASDAQ:ADNC), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), SanDisk Corporation (NASDAQ:SNDK), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), KLA-Tencor Corporation (NASDAQ:KLAC), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Apple Inc. (NASDAQ:AAPL), United Microelectronics Corporation (NYSE:UMC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Semiconductor Manufacturing International Corporation (NYSE:SMI), International Business Machines Corporation (NYSE:IBM), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), Avago Technologies Limited (NASDAQ:AVGO), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), Texas Instruments Incorporated (NASDAQ:TXN), Skyworks Solutions, Inc. (NASDAQ:SWKS), RF Micro Devices Inc., Intel Corporation (NASDAQ:INTC), Walt Disney Company (The) (NYSE:DIS), Atmel Corporation (NASDAQ:ATML), Synaptics Incorporated (NASDAQ:SYNA), Sony Corp Ord (NYSE:SNE), Rubicon Technology, Inc. (NASDAQ:RBCN), Nike, Inc. (NYSE:NKE), Microsoft Corporation (NASDAQ:MSFT), Himax Technologies, Inc. (NASDAQ:HIMX), Alphabet Inc (NASDAQ:GOOG), Corning Incorporated (NYSE:GLW), LSI Corporation, Exar Corporation (NYSE:EXAR), LTX-Credence Corporation, Ambarella, Inc. (NASDAQ:AMBA), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Microchip Technology Incorporated (NASDAQ:MCHP), ARM Holdings plc (NASDAQ:ARMH), Applied Micro Circuits Corporation (NASDAQ:AMCC), Advanced Micro Devices, Inc. (NASDAQ:AMD), QUALCOMM Incorporated (NASDAQ:QCOM), ON Semiconductor Corporation (NASDAQ:ON), International Rectifier Corpor, Fairchild Semiconductor International, Inc. (NASDAQ:FCS), TriQuint Semiconductor, Inc., Microsemi Corporation (NASDAQ:MSCC), Integrated Device Technology, Inc. (NASDAQ:IDTI), Dover Corporation (NYSE:DOV), Diodes Incorporated (NASDAQ:DIOD)
