Semiconductors

June 15, 2018

Companies covered: Intel Corporation (NASDAQ:INTC), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), Texas Instruments Incorporated (NASDAQ:TXN), Broadcom Ltd (NASDAQ:AVGO), Microchip Technology Incorporated (NASDAQ:MCHP), Xilinx, Inc. (NASDAQ:XLNX), Micron Technology, Inc. (NASDAQ:MU), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Inphi Corporation (NYSE:IPHI), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Microsoft Corporation (NASDAQ:MSFT), Marvell Technology Group Ltd. (NASDAQ:MRVL), Cavium, Inc. (NASDAQ:CAVM), International Business Machines Corporation (NYSE:IBM), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), Nokia Corporation (NYSE:NOK), QUALCOMM Incorporated (NASDAQ:QCOM), NXP Semiconductors N.V. (NASDAQ:NXPI), Facebook, Inc. (NASDAQ:FB), Analog Devices, Inc. (NASDAQ:ADI), Lam Research Corporation (NASDAQ:LRCX), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Silicon Laboratories, Inc. (NASDAQ:SLAB), MaxLinear, Inc (NYSE:MXL), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Cirrus Logic, Inc. (NASDAQ:CRUS), Semtech Corporation (NASDAQ:SMTC), Qorvo, Inc. (NASDAQ:QRVO), Skyworks Solutions, Inc. (NASDAQ:SWKS), Knowles Corporation (NYSE:KN), ON Semiconductor Corporation (NASDAQ:ON), Samsung Electronics Co Ltd (KRX:005930), Integrated Device Technology, Inc. (NASDAQ:IDTI), Adesto Technologies Corp (NASDAQ:IOTS)

Buy ($175)