Topics covered: Semiconductor Inventory Burnoff, Semiconductor Capital Equipment, Mobile Device Consumer Demand, High Computing Power Technology, Enterprise Data Storage Demand, Cloud Computing
Companies covered: Semtech Corporation (NASDAQ:SMTC), Ultra Clean Holdings, Inc. (NASDAQ:UCTT), Applied Materials, Inc. (NASDAQ:AMAT), Apple Inc. (NASDAQ:AAPL), Amkor Technology, Inc. (NASDAQ:AMKR), Avino Silver and Gold Mines Ltd. (NYSEAMERICAN:ASM), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Teradyne, Inc. (NYSE:TER), SanDisk Corporation (NASDAQ:SNDK), Lam Research Corporation (NASDAQ:LRCX), KLA-Tencor Corporation (NASDAQ:KLAC), Intel Corporation (NASDAQ:INTC), Cymer Inc., IXYS Corporation (NASDAQ:IXYS), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), PMC - Sierra, Inc. (NASDAQ:PMCS), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Marvell Technology Group Ltd. (NASDAQ:MRVL), Cavium, Inc. (NASDAQ:CAVM), Atmel Corporation (NASDAQ:ATML), Advanced Micro Devices, Inc. (NASDAQ:AMD), Texas Instruments Incorporated (NASDAQ:TXN), STEC, Inc., OmniVision Technologies, Inc. (NASDAQ:OVTI), ON Semiconductor Corporation (NASDAQ:ON), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), LSI Corporation, Integrated Device Technology, Inc. (NASDAQ:IDTI), Cypress Semiconductor Corporation (NASDAQ:CY), ASML Holding N.V. (NASDAQ:ASML), United Microelectronics Corporation (NYSE:UMC), Semiconductor Manufacturing International Corporation (NYSE:SMI), QUALCOMM Incorporated (NASDAQ:QCOM), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), QLogic Corporation (NASDAQ:QLGC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Microchip Technology Incorporated (NASDAQ:MCHP), Cray Inc (NASDAQ:CRAY), Advance Auto Parts Inc (NYSE:AAP), ANADIGICS, Inc. (NASDAQ:ANAD), RF Micro Devices Inc., Microsemi Corporation (NASDAQ:MSCC), Intersil Corporation (NASDAQ:ISIL), Emulex Corporation (NYSE:ELX), Ciena Corporation (NYSE:CIEN), Alcatel Lucent (NYSE:ALU), MKS Instruments, Inc. (NASDAQ:MKSI), Ultratech, Inc. (NASDAQ:UTEK), Analog Devices, Inc. (NASDAQ:ADI), Altera Corporation (NASDAQ:ALTR), Research In Motion Ltd., ARM Holdings plc (NASDAQ:ARMH), Siemens AG (OTCMKTS:SIEGY), Koninklijke Philips N.V. (NYSE:PHG), Microsoft Corporation (NASDAQ:MSFT), Cree, Inc. (NASDAQ:CREE)
