Data Center and Cloud Markets Stronger Than Expected in Semiconductor Space
Hans Mosesmann is a Senior Research Analyst and Managing Director at Rosenblatt Securities Inc. Prior to joining the firm, he was an electrical engineer who spent a decade working at chipmakers Texas Instruments and Advanced Micro Devices before moving to Wall Street in 1996. Mr. Mosesmann covers such companies as AMD, Intel, Micron Technologies and NVIDIA. Mr. Mosesmann spent a decade at Raymond James Financial covering the semiconductor industry. Earlier, he worked as an equity analyst for several technology- and growth-company-focused boutiques, including Needham & Co., Volpe Brown Whelan and Soundview Securities, as well as Prudential Securities. Mr. Mosesmann received a Bachelor of Science degree in electrical engineering from the University of Florida and an MBA in finance from Loyola University of Maryland. Profile
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TWST: Please start with an overview of your semiconductor coverage.
Mr. Mosesmann: I cover what would be called classical digital