Technology >> Analyst Interviews >> September 11, 2012
Rising Costs and Intensifying Competition May Compress Semiconductor Profitability
Mark Li joined Sanford C. Bernstein & Co., LLC, in June 2010 as a Senior Research Analyst covering the Asian semiconductor sector. Before Sanford C. Bernstein, he worked for Taiwan Semiconductor Manufacturing Company Liminted for nearly eight years in sales and marketing and strategic planning. In this period, Mr. Li participated in many corporate-wide strategic initiatives and developed his knowledge across the semiconductor value chain, including foundry, assembly, and test and IC design. He was also a member of TSMC’s team that developed and executed their new business strategy in LED and solar space. Before TSMC, Mr. Li worked at Siebel Systems, leading the product development for Siebel’s products on the platform of Sun Microsystems, Inc. He earned his MBA from the Wharton School of the University of Pennsylvania and M.S. in electrical engineering from Stanford University. He has his bachelor's degree from National Taiwan University. Profile
TWST: Would you begin with a brief overview of your coverage, including some of the specific names you follow?
Mr. Li: Sure. I cover semiconductor companies in Asia. A few