Technology >> Analyst Interviews >> May 11, 2000

Semiconductor Equipment Outlook : Eric Chen – Chase H&q

ERIC CHEN, Senior Analyst, joined JPMorgan H&Q in 1998 and covers emerging semiconductor technologies. His prior experience includes Conseil Europeen pour la Recherche Nucleaire ('CERN') in Geneva, Switzerland, a renowned international scientific research institute and the birthplace of the World Wide Web, where he developed hardware and software for data acquisition and analysis. Dr. Chen worked at Motorola in the Advanced Product Research Development Laboratory and MOS-13 facility in Austin, Texas, and has also consulted for a Silicon Valley venture capital firm on several technology investments. He received the 'Inventor Recognition Award' from the Semiconductor Research Corporation in October 2000, and he holds one pending US patent covering proprietary algorithms for advanced process control and lithography. Dr. Chen has been an invited speaker at the American Physical Society and has published numerous papers on semiconductor technologies including several in Physics Review Letters, a premier scientific journal. In 1987, he represented China in the International Physics Olympiad held in Germany and earned the Silver Medal. Dr. Chen studied at Peking University and received his PhD from Stanford University. The number one ranked Research Analyst by the JPMorgan H&Q global sales force, he has initiated category-defining research on several emerging technology industries including communications semiconductors, semiconductor intellectual property, optical-enabling technologies, and semiconductor- enabling technologies. Profile
TWST: Eric, take us through the changes and developments that have

shaped and reshaped the fortunes of the semiconductor equipment industry

over the past two to three years.

Dr. Chen: The