Topics covered: Semiconductor Inventory Burnoff, Semiconductor Capital Equipment Spending, Semiconductor Capital Equipment, New Computing Platform Demand, Mobile Device Consumer Demand, Improvement from Cyclical Bottom, Cloud Computing
Companies covered: Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Apple Inc. (NASDAQ:AAPL), Analog Devices, Inc. (NASDAQ:ADI), Altera Corporation (NASDAQ:ALTR), Texas Instruments Incorporated (NASDAQ:TXN), SanDisk Corporation (NASDAQ:SNDK), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Intel Corporation (NASDAQ:INTC), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Atmel Corporation (NASDAQ:ATML), Netlist, Inc. (NASDAQ:NLST), LSI Corporation, Semiconductor Manufacturing International Corporation (NYSE:SMI), Microchip Technology Incorporated (NASDAQ:MCHP), Tower Semiconductor Ltd. (NASDAQ:TSEM), Xilinx, Inc. (NASDAQ:XLNX), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Linear Technology Corporation (NASDAQ:LLTC), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Semtech Corporation (NASDAQ:SMTC), Sprint Corporation (NYSE:S), ON Semiconductor Corporation (NASDAQ:ON), Mindspeed Technologies Inc., Monolithic Power Systems, Inc. (NASDAQ:MPWR), Diodes Incorporated (NASDAQ:DIOD), TriQuint Semiconductor, Inc., International Rectifier Corpor, STMicroelectronics N.V. (NYSE:STM), Lattice Semiconductor Corporation (NASDAQ:LSCC), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), Cisco Systems, Inc. (NASDAQ:CSCO), ARM Holdings plc (NASDAQ:ARM), QUALCOMM Incorporated (NASDAQ:QCOM), HJ Heinz Co., Cypress Semiconductor Corporation (NASDAQ:CY), Volterra Semiconductor Corpora, Silicon Laboratories, Inc. (NASDAQ:SLAB), Intersil Corporation (NASDAQ:ISIL), Hittite Microwave Corporation, Exar Corporation (NYSE:EXAR), Skyworks Solutions, Inc. (NASDAQ:SWKS), RF Micro Devices Inc., Microsemi Corporation (NASDAQ:MSCC), Cree, Inc. (NASDAQ:CREE), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), JDS Uniphase Corporation (NASDAQ:JDSU), Finisar Corporation (NASDAQ:FNSR), ASML Holding N.V. (NASDAQ:ASML), Applied Materials, Inc. (NASDAQ:AMAT), Nova Measuring Instruments Ltd. (NASDAQ:NVMI), Nanometrics Incorporated (NASDAQ:NANO), Lam Research Corporation (NASDAQ:LRCX), KLA-Tencor Corporation (NASDAQ:KLAC)
