Acceleration in Mobile Devices Drives Demand & Capex in Semiconductors
Satya Kumar is a Senior Analyst covering solar energy and semiconductor capital equipment stocks at Credit Suisse Group. He joined the equity research department of Credit Suisse in 2003. Before joining Credit Suisse, Mr. Kumar held different roles in engineering and global product management at Applied Materials Inc. from 1997 to 2003. He has the distinction of ranking third in alternative energy inInstitutional Investor magazine in 2009. He holds a bachelor of technology degree from the Indian Institute of Technology, Chennai, India, an M.S. from Purdue University and an MBA from the Haas School of Business at the University of California, Berkeley. Profile
TWST: Please begin with a brief overview of your coverage as it relates to semiconductors, including the specific names you follow.