Semiconductors

Topics Covered: Improvement from Cyclical Bottom; Semiconductor Capital Equipment Spending; New Computing Platform Demand; Chip Manufacturing Technology.

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Companies Covered: Intel Corporation (INTC), Micron Technology Inc. (MU), Altera Corp. (ALTR), NVIDIA Corporation (NVDA), LSI Corporation (LSI), Apple Inc. (AAPL), Microsoft Corporation (MSFT), QUALCOMM Inc. (QCOM), Texas Instruments Inc. (TXN), International Business Machine (IBM), Oracle Corp. (ORCL), EMC Corporation (EMC), Taiwan Semiconductor Manufactu (TSM), United Microelectronics Corpor (UMC), Broadcom Corp. (BRCM), Intel Corporation (INTC), Xilinx Inc. (XLNX), Analog Devices Inc. (ADI), ON Semiconductor Corp. (ONNN), Vishay Intertechnology Inc. (VSH), Linear Technology Corp. (LLTC), Semtech Corp. (SMTC), Microsemi Corp. (MSCC), Diodes Incorporated (DIOD), Fairchild Semiconductor Intern (FCS), Monolithic Power Systems Inc. (MPWR), Applied Materials Inc. (AMAT), KLA-Tencor Corporation (KLAC), Novellus Systems, Inc. (NVLS), Lam Research Corporation (LRCX), FormFactor Inc. (FORM), Photronics Inc. (PLAB), Rudolph Technologies Inc. (RTEC), Nanometrics Inc. (NANO), Teradyne Inc. (TER), LTX-Credence Corporation (LTXC), Amkor Technology, Inc. (AMKR), Brooks Automation Inc. (BRKS), SanDisk Corp. (SNDK), Cymer Inc. (CYMI), Advanced Micro Devices Inc. (AMD), Cavium Networks, Inc. (CAVM), Cisco Systems, Inc. (CSCO), CEVA Inc. (CEVA), inTEST Corp. (INTT), Exar Corp. (EXAR), TriQuint Semiconductor, Inc. (TQNT)