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Semiconductors Report Product Image

Semiconductors Report

  • Published: May 2012
  • Region: Global
  • 41 Pages
  • Wall Street Transcript, The


  • Altera (ALTR)
  • Broadcom (BRCM)
  • Exar Corporation (EXAR)
  • Lam Research (LRCX)
  • Microsoft (MSFT)
  • Oracle (ORCL)
  • MORE

The Wall Street Transcript has just published its Semiconductors Report, a report offering a timely review of the sector to serious investors and industry executives. This 41-page feature contains industry commentary through in-depth interviews with 7 leading Analysts; and top management from 4 Sector Firms.

Topics covered:

- Improvement from Cyclical Bottom

- Semiconductor Capital Equipment Spending

- New Computing Platform Demand

- Chip Manufacturing Technology

A Pickup in DRAM & NAND Flash Spending for Back Half of 2012 Patrick Ho - Stifel, Nicolaus & Co., Inc.

A Weaker Back Half of 2012 for Semiconductor Capital Equipment Christopher Blansett - J.P. Morgan

Acceleration in Mobile Devices Drives Demand & Capex in Semiconductors Satya Kumar - Credit Suisse Group

New Computing Platforms May Drive Semi Demand in 2012 Hans Mosesmann - Raymond James & Associates, Inc.

Semi Companies Adapt to Lower-End Smartphone Market Mark Li - Sanford C. Bernstein & Co., LLC

Semiconductor Cyclical Upturn Expected for Back Half of 2012 John Pitzer - Credit Suisse Group
Sequential Growth Expected in Q2 and Q3 for Semiconductors Steven Smigie - Raymond James & Associates, Inc.

CEO Interviews (average 2,500 words): top management from 4 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Exar Corporation, Rudolph Technologies, Inc., TriQuint Semiconductor, Inc., and inTEST Corporation

- Apple's (AAPL)
- Brooks Automation (BRKS)
- Fairchild Semiconductor (FCS)
- Altera (ALTR)
- Amkor (AMKR)
- Analog Devices (ADI)
- Applied Materials (AMAT)
- Broadcom (BRCM)
- Cymer (CYMI)
- Diodes Inc. (DIOD)
- Elpida (6665.TYO)
- Elpida (ELPDF.PK)
- Exar Corporation (EXAR)
- FormFactor (FORM)
- Intel (INTC)
- LTX-Credence (LTXC)
- Lam Research (LRCX)
- Lam Research (LCRX)
- Linear Tech (LLTC)
- MStar (3697.TW)
- Mediatek (2454.TW)
- Micron (MU)
- Microsemi (MSCC)
- Microsoft (MSFT)
- Monolithic Power (MPWR)
- Nanometrics (NANO)
- Novellus (NVLS)
- ON Semiconductor (ONNN)
- Oracle (ORCL)
- Photronics (PLAB)
- Qualcomm (QCOM)
- Rudolph Technologies (RTEC)
- Samsung (005930.KS)
- SanDisk (SNDK)
- Semtech (SMTC)
- TI (TXN)
- Taiwan Semiconductor Manufacturing Company (TSM)
- Teradyne (TER)
- Tokyo Electron (8035.TYO)
- TriQuint Semiconductor, Inc. (TQNT)
- Vishay (VSH)
- Xilinx (XLNX)
- inTEST Corporation (INTT)

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