Technology >> Analyst Interviews >> May 11, 2000

Semiconductor Manufacturing Services : Lucas Ward – Chase H&q

LUCAS WARD is the Global Coordinator for semiconductor research at JPMorgan H&Q. In addition, he covers the Analog and Semiconductor Manufacturing Service sectors. Active coverage currently includes TSM, CHRT, ASTSF, ASTT, STTS, PSIT (SMS), and TXN, ADI, and LLTC (analog). Previously, Mr. Ward initiated the Asia technology research effort for Goldman Sachs based in Hong Kong. Highlights included helping Taiwan Semiconductor to list on the New York Stock Exchange, as well as organizing and hosting the first and second Asia Technology Symposiums for Goldman Sachs. Prior to that, he initiated H&Q's first on the ground research product in Asia, including co-authorship of two groundbreaking reports on the Taiwanese semiconductor industry, which helped to set the investment framework for the emerging foundry industry prior to TSMC's listing in Taiwan. Fully fluent in Chinese and Italian, Mr. Ward graduated from Amherst College in 1993. Profile
TWST: Will you start off by telling us about the companies and the

sectors that should be included among semiconductor manufacturing


Mr. Ward: I actually have two baskets. The first