Topics covered: Mobile Device Consumer Demand, Enterprise Data Storage Demand, Energy Efficiency, Cloud Computing and Telecommunications, Cloud Computing
Companies covered: Nanometrics Incorporated (NASDAQ:NANO), Applied Micro Circuits Corporation (NASDAQ:AMCC), Mentor Graphics Corporation (NASDAQ:MENT), CEVA, Inc. (NASDAQ:CEVA), Broadcom Corporation (NASDAQ:BRCM), Apple Inc. (NASDAQ:AAPL), Aixtron SE (NASDAQ:AIXG), Verizon Communications Inc. (NYSE:VZ), Veeco Instruments Inc. (NASDAQ:VECO), Synaptics Incorporated (NASDAQ:SYNA), STMicroelectronics N.V. (NYSE:STM), Spreadtrum Communications Inc., Rubicon Technology, Inc. (NASDAQ:RBCN), OmniVision Technologies, Inc. (NASDAQ:OVTI), Nokia Corporation (NYSE:NOK), Nike, Inc. (NYSE:NKE), Himax Technologies, Inc. (NASDAQ:HIMX), Home Depot, Inc. (The) (NYSE:HD), Alphabet Inc (NASDAQ:GOOG), Cree, Inc. (NASDAQ:CREE), SanDisk Corporation (NASDAQ:SNDK), Micron Technology, Inc. (NASDAQ:MU), Skyworks Solutions, Inc. (NASDAQ:SWKS), Semtech Corporation (NASDAQ:SMTC), RF Micro Devices Inc., QUALCOMM Incorporated (NASDAQ:QCOM), Intel Corporation (NASDAQ:INTC), Integrated Device Technology, Inc. (NASDAQ:IDTI), Evolving Systems, Inc. (NASDAQ:EVOL), Pixelworks, Inc. (NASDAQ:PXLW), Power Integrations, Inc. (NASDAQ:POWI), Avago Technologies Limited (NASDAQ:AVGO), Altera Corporation (NASDAQ:ALTR), Marvell Technology Group Ltd. (NASDAQ:MRVL), Analog Devices, Inc. (NASDAQ:ADI), Volterra Semiconductor Corpora, ON Semiconductor Corporation (NASDAQ:ON), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Diodes Incorporated (NASDAQ:DIOD), Ascent Solar Technologies, Inc. (NASDAQ:ASTI), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Intersil Corporation (NASDAQ:ISIL), Exar Corporation (NYSE:EXAR), ARM Holdings plc (NASDAQ:ARM), United Microelectronics Corporation (NYSE:UMC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Semiconductor Manufacturing International Corporation (NYSE:SMI), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), Western Digital Corporation (NASDAQ:WDC), Texas Instruments Incorporated (NASDAQ:TXN), STEC, Inc., Mellanox Technologies, Ltd. (NASDAQ:MLNX), LSI Corporation, Linear Technology Corporation (NASDAQ:LLTC)
