Technology >> Analyst Interviews >> May 3, 2013

Semiconductor Cycle Strengthens Slowly in Auto, Industrial and Telco

Smigie, Steve
Steve Smigie, Analyst, joined the Raymond James & Associates, Inc., technology group in August 2001, where he covers the analog and communications semiconductors sector. Mr. Smigie has been cited twice as a top semiconductor stock picker in Investor's Business Daily, is quoted frequently in numerous press publications, and has appeared on CNBC and Bloomberg TV. Before joining Raymond James & Associates, Inc., Mr. Smigie worked for Needham & Company, LLC, where he spent four years working in investment banking and equity research. He earned an MBA from the Fuqua School of Business at Duke University and a B.A. with honors from Bucknell University. Profile
TWST: Where are we in the semiconductor cycle? And broadly speaking, what is your advice to investors on how to play the sector based on where we are in the cycle?

Mr. Smigie: I

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