2010-02-22: Semiconductors, Semiconductor Equipment & EDA Software Report
4 leading Analysts; and top management from 4 Sector Firms
examine this vital industry in this 29 page report from The Wall Street Transcript.
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Above-Seasonal Trends for Semi Components Tristan Gerra - Robert W. Baird & Co.
Communication Semis & The Internet Anil Doradla - William Blair & Company, LLC
Semiconductor Trends & Real Economic Recovery Arnab Chanda - ROTH Capital Partners, LLC
Volatility in Semiconductors Patrick Ho - Stifel, Nicolaus & Co., Inc.
CEO Interviews (average 2,500 words): top management from 4 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Advanced Analogic Technologies, Inc., IXYS Corporation, Ultra Clean Holdings, Inc., and Volterra Semiconductor Corporation
Topics covered: Upcycle for Semiconductor Demand -- Supply Chain Pricing and Inventory -- Growth Rate In Communications Semiconductor Sector -- Growth Potential In Internet Semiconductors -- Netbook Demand Driven Growth
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Companies covered: IXYS Corporation (IXYS); ARM (ARMH); Advanced Analogic Technologies, Inc. (AATI); Alcatel-Lucent (ALU); Apple (AAPL); Atheros (ATHR); Broadcom (BRCM); CEVA (CEVA); Cavium (CAVM); Cisco (CSCO); FFIV (FFIV); Google (GOOG); Intel (INTC); Juniper (JNPR); Lam Research (LRCX); MIPS (MIPS); Marvell (MRVL); Mediatek (2454.TW); Micron (MU); NVIDIA (NVDA); Nanya (2408.TW); NetLogic (NETL); Nokia-Siemens (NOK); ON Semi (ONNN); Power Integrations (POWI); Qualcomm (QCOM); Rambus (RMBS); Riverbed (RVBD); Samsung (005930.KS); Silicon Labs (SLAB); TSMC (TSM); Texas Instruments (TXN); Ultra Clean (UCTT); Varian Semiconductor (VSEA); Volterra (VLTR).
