Data Center and Cloud Markets Stronger Than Expected in Semiconductor Space
Hans C. Mosesmann is Managing Director of Rosenblatt Securities Inc. Prior to joining Rosenblatt Securities, where Mr. Mosesmann is a long-standing analyst, he was an electrical engineer who spent a decade working at the chipmakers Texas Instruments and Advanced Micro Devices before moving to Wall Street in 1996. Mr. Mosesmann spent a decade at Raymond James & Associates, Inc. covering the semiconductor industry. Prior to that, he worked as an equity analyst for several boutiques, including Needham & Company, LLC, Volpe Brown Whelan & Co. and Soundview Securities, as well as Prudential Securities. Mr. Mosesmann holds a Bachelor of Science 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