Topics covered: Demand Growth In Communications And Industrial Sectors, Capital Equipment Manufacturing Consolidation, Auto Industry Semiconductor Content Increase
Companies covered: Avago Technologies Limited (NASDAQ:AVGO), Apple Inc. (NASDAQ:AAPL), Analog Devices, Inc. (NASDAQ:ADI), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), TriQuint Semiconductor, Inc., Skyworks Solutions, Inc. (NASDAQ:SWKS), Silicon Laboratories, Inc. (NASDAQ:SLAB), RF Micro Devices Inc., Nokia Corporation (NYSE:NOK), Microchip Technology Incorporated (NASDAQ:MCHP), Linear Technology Corporation (NASDAQ:LLTC), Intel Corporation (NASDAQ:INTC), Corning Incorporated (NYSE:GLW), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Texas Instruments Incorporated (NASDAQ:TXN), Power Integrations, Inc. (NASDAQ:POWI), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Microsemi Corporation (NASDAQ:MSCC), Intersil Corporation (NASDAQ:ISIL), Hittite Microwave Corporation, Ford Motor Company (NYSE:F), Semtech Corporation (NASDAQ:SMTC), Nationstar Mortgage Holdings Inc. (NYSE:NSM), International Rectifier Corpor, Diodes Incorporated (NASDAQ:DIOD), Broadcom Corporation (NASDAQ:BRCM), Atmel Corporation (NASDAQ:ATML), Advanced Micro Devices, Inc. (NASDAQ:AMD), Adobe Systems Incorporated (NASDAQ:ADBE), Zoran Corp., Verizon Communications Inc. (NYSE:VZ), TranSwitch Corp., AT&T Inc. (NYSE:T), Synaptics Incorporated (NASDAQ:SYNA), Silicon Image, Inc. (NASDAQ:SIMG), QUALCOMM Incorporated (NASDAQ:QCOM), OmniVision Technologies, Inc. (NASDAQ:OVTI), NVIDIA Corporation (NASDAQ:NVDA), Entropic Communications, Inc. (NASDAQ:ENTR), Cypress Semiconductor Corporation (NASDAQ:CY), SanDisk Corporation (NASDAQ:SNDK), SMART Modular Technologies, NetLogic Microsystems Inc., Micron Technology, Inc. (NASDAQ:MU), Integrated Device Technology, Inc. (NASDAQ:IDTI), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Agilent Technologies, Inc. (NYSE:A), ARM Holdings plc (NASDAQ:ARM), BioSpecifics Technologies Corp (NASDAQ:BSTC), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Targacept, Inc. (NASDAQ:TRGT), Savient Pharmaceuticals Inc., Sanofi (NYSE:SNY), Seattle Genetics, Inc. (NASDAQ:SGEN), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Ardea Biosciences, Inc., Human Genome Sciences Inc., GlaxoSmithKline PLC (NYSE:GSK), Gilead Sciences, Inc. (NASDAQ:GILD), Forest Laboratories Inc., Exelixis, Inc. (NASDAQ:EXEL), Dyax Corp. (NASDAQ:DYAX), Corcept Therapeutics Incorporated (NASDAQ:CORT), Bristol-Myers Squibb Company (NYSE:BMY), AstraZeneca PLC (NASDAQ:AZN), Auxilium Pharmaceuticals Inc., American Water Works (NYSE:AWK), inTest Corporation (NYSEAMERICAN:INTT), Pixelworks, Inc. (NASDAQ:PXLW), ChipMOS TECHNOLOGIES (Bermuda) LTD. (NASDAQ:IMOS), Tower Semiconductor Ltd. (NASDAQ:TSEM), ATRM Holdings, Inc. (NASDAQ:ATRM), Mattson Technology, Inc. (NASDAQ:MTSN), Magma Design Automation Inc., Ultra Clean Holdings, Inc. (NASDAQ:UCTT)
