SEMICONDUCTOR EQUIPMENT: NICOLAY TISHCHENKO – FULCRUM GLOBAL PARTNERS LLC
NIKOLAY TISHCHENKO is a Managing Director and a Senior Research Analyst
at Fulcrum Global Partners LLC where he is responsible for covering the
semiconductor equipment sector. Prior to joining the firm he was a
Senior Capital Equipment Analyst at ABN AMRO. Mr. Tishchenko was ranked
number one in stock-picking ability in The Wall Street Journal's 2002
Best on the Street survey. Prior to his Wall Street career, Mr.
Tishchenko was a Physicist at Lawrence Livermore National Laboratory,
where he was involved in the development of plasma-based technologies
for the manufacturing of semiconductor devices. He holds PhD in Plasma
Physics and a Master's degree in Theoretical Nuclear Physics. He also
authored four patents on plasma processing of materials and is a member
of IEEE. Profile
TWST: Let's first talk about your coverage at Fulcrum Global Partners.
Mr. Tishchenko: My coverage includes major equipment vendors like
Applied Materials (AMAT), Novellus (NVLS), Lam Research