Topics covered: Upcycle for Semiconductor Demand, Supply Chain Pricing and Inventory, Netbook Demand Driven Growth, Growth Rate In Communications Semiconductor Sector, Growth Potential In Internet Semiconductors
Companies covered: Apple Inc. (NASDAQ:AAPL), Varian Semiconductor Equipment, Texas Instruments Incorporated (NASDAQ:TXN), Lam Research Corporation (NASDAQ:LRCX), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), ARM Holdings plc (NASDAQ:ARM), Volterra Semiconductor Corpora, Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Silicon Laboratories, Inc. (NASDAQ:SLAB), Rambus, Inc. (NASDAQ:RMBS), QUALCOMM Incorporated (NASDAQ:QCOM), Power Integrations, Inc. (NASDAQ:POWI), NVIDIA Corporation (NASDAQ:NVDA), NetLogic Microsystems Inc., Marvell Technology Group Ltd. (NASDAQ:MRVL), MIPS Technologies Inc., Atheros Communications Inc., ON Semiconductor Corporation (NASDAQ:ON), Micron Technology, Inc. (NASDAQ:MU), Kimber Resources Inc., Ultra Clean Holdings, Inc. (NASDAQ:UCTT), Advanced Analogic Technologies
