10 leading Analysts; and top management from 10 Sector Firms
examine this vital industry in this 67 page report from The Wall Street Transcript.
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A Snapback Year for Semis Bob Gujavarty - Deutsche Bank AG
Chip-Makers Emerge Strong from 2008-2009 Slump Ambrish Srivastava - BMO Capital Markets Corp.
Diversification in Analog, Mixed-Signal Semis Tore Svanberg - Stifel, Nicolaus & Company, Inc.
Growth Drivers for Small- & Mid-Cap Semiconductors Jeffrey Schreiner - Capstone Investments
Mixed Demand in Large-Cap Semis Hans Mosesmann - Raymond James & Associates, Inc
Semiconductor Industry on Brink of Super Cycle Gus Richard - Piper Jaffray & Co.
Semiconductors Riding the Touchscreen Wave Rajvindra Gill - Needham & Company, LLC
The Supply & Demand Seesaw in Semiconductors Craig Berger - FBR Capital Markets
Trends & Hurdles Among Communication Semis Aalok Shah - D.A. Davidson & Co.
Wireless Semi Growth & Demand Drivers Jonathan Goldberg - Deutsche Bank AG
CEO Interviews (average 2,500 words): top management from 10 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Atmel Corporation, Entropic Communications, Inc., Mattson Technology, Inc., Micrel, Inc., Mindspeed Technologies, Inc., ParkerVision, Inc., Rudolph Technologies, Inc., Semtech Corporation, SouthPeak Interactive Corp., and TriQuint Semiconductor, Inc.
Topics covered: Inventory Replenishment and Corporate Upgrade Cycles - Smartphones As Major Trend - Secular Shift To Mobility - Supply Chain Dynamics - 3G/4G Buildout - Post-Snapback Valuations - China and Consumer Electronics Demand
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Companies covered: AMD (AMD); ARM Holdings (ARMH); AT&T (T); Altera (ALTR); Apple (AAPL); Atheros (ATHR); Atmel (ATML); Best Buy (BBY); Broadcom (BRCM); Cavium (CAVM); Cirrus Logic (CRUS); Cisco (CSCO); Cypress Semiconductor (CY); Dell (DELL); EZchip Semiconductor (EZCH); Entropic (ENTR); Fairchild (FCS); Google (GOOG); HP (HPQ); HTC (2498.TW); Hittite Microwave (HITT); Hynix (00660.KS); Infineon (IFX); Intel (INTC); Intersil (ISIL); Itron (ITRI); Junipers (JNPR); Lenovo (0992.HK); Linear Tech (LLTC); Marvell (MRVL); Mattson Technology (MTSN); Maxim Integrated (MXIM); MediaTek (2454.TW); Micrel (MCRL); Microchip (MCHP); Micron (MU); Mindspeed (MSPD); NVIDIA (NVDA); National Semiconductor (NSM); NetLogic (NETL); Nokia (NOK); ON Semiconductor (ONNN); OmniVision (OVTI); ParkerVision (PRKR); Power Integrations (POWI); Qimonda (QI); Qualcomm (QCOM); Rambus (RMBS); Rudolph Technologies (RTEC); Samsung (009155..KS); Samsung (009155.KS); Samsung (009150.KS); SanDisk (SNDK); Semtech (SMTC); Sensata (ST); Silicon Image (SIMG); Silicon Labs (SLAB); Skyworks (SWKS); SouthPeak Interactive (SOPK); Synaptics (SYNA); TI (TXN); TSMC (TSM); TriQuint (TQNT); Verizon (VZ); Xilinx (XLNX); ZTE (0763.HK).
