Topics covered: Semiconductor Capital Equipment Spending, New Computing Platform Demand, Improvement from Cyclical Bottom, Chip Manufacturing Technology.
Companies covered: Brooks Automation, Inc. (NASDAQ:BRKS), ASML Holding N.V. (NASDAQ:ASML), Applied Materials, Inc. (NASDAQ:AMAT), Apple Inc. (NASDAQ:AAPL), Amkor Technology, Inc. (NASDAQ:AMKR), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Teradyne, Inc. (NYSE:TER), SanDisk Corporation (NASDAQ:SNDK), Rudolph Technologies, Inc. (NYSE:RTEC), QUALCOMM Incorporated (NASDAQ:QCOM), Novellus Systems, Inc., Lam Research Corporation (NASDAQ:LRCX), KLA-Tencor Corporation (NASDAQ:KLAC), Intel Corporation (NASDAQ:INTC), Cymer Inc., Cisco Systems, Inc. (NASDAQ:CSCO), CEVA, Inc. (NASDAQ:CEVA), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Altera Corporation (NASDAQ:ALTR), Advanced Micro Devices, Inc. (NASDAQ:AMD), Xilinx, Inc. (NASDAQ:XLNX), Analog Devices, Inc. (NASDAQ:ADI), Vishay Intertechnology, Inc. (NYSE:VSH), Semtech Corporation (NASDAQ:SMTC), ON Semiconductor Corporation (NASDAQ:ON), Microsemi Corporation (NASDAQ:MSCC), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Linear Technology Corporation (NASDAQ:LLTC), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Diodes Incorporated (NASDAQ:DIOD), TriQuint Semiconductor, Inc., Texas Instruments Incorporated (NASDAQ:TXN), Microsoft Corporation (NASDAQ:MSFT), Micron Technology, Inc. (NASDAQ:MU), Photronics, Inc. (NASDAQ:PLAB), Nanometrics Incorporated (NASDAQ:NANO), LTX-Credence Corporation, FormFactor, Inc. (NASDAQ:FORM), inTest Corporation (NYSEAMERICAN:INTT), Exar Corporation (NYSE:EXAR), ARM Holdings plc (NASDAQ:ARMH), United Microelectronics Corporation (NYSE:UMC), Oracle Corporation (NYSE:ORCL), NVIDIA Corporation (NASDAQ:NVDA), LSI Corporation, International Business Machines Corporation (NYSE:IBM), EMC Corporation (NYSE:EMC)
