Weaker Semi Cycle Favors Niche Over Broad Companies
Doug Freedman is currently Analyst and Managing Director covering the semiconductor sector at RBC Capital Markets. Mr. Freedman has been with RBC Capital Markets since 2011. Prior to that, he worked at Gleacher & Co. where he also served as Lead Analyst on the semiconductor sector. Mr. Freedman brings 11 years of direct semiconductor industry experience, where he held various positions at National Semiconductor and Linear Technology from 1990 to 2001. Profile
TWST: As your companies have started reporting first-quarter results, what have been the key takeaways?
Mr. Freedman: I think one of the biggest takeaways was confirmation for me that