Topics covered: Semiconductor Up Cycle, Semiconductor Revenues and Demand, Semiconductor Consolidation Activity, Semiconductor Capital Equipment, Nonvolatile Memory Application, Mobile Device Consumer Demand, Enterprise Data Storage Demand, Automotive and Industrial End Markets
Companies covered: Coherent, Inc. (NASDAQ:COHR), Seagate Technology. (NASDAQ:STX), Rofin-Sinar Technologies, Inc. (NASDAQ:RSTI), Newport Corporation (NASDAQ:NEWP), IPG Photonics Corporation (NASDAQ:IPGP), FEI Company (NASDAQ:FEIC), Koninklijke Philips N.V. (NYSE:PHG), Home Depot, Inc. (The) (NYSE:HD), General Electric Company (NYSE:GE), Eaton Corporation, PLC (NYSE:ETN), Acuity Brands Inc (NYSE:AYI), Netlist, Inc. (NASDAQ:NLST), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Applied Optoelectronics, Inc. (NASDAQ:AAOI), Applied Micro Circuits Corporation (NASDAQ:AMCC), Applied Materials, Inc. (NASDAQ:AMAT), Apple Inc. (NASDAQ:AAPL), Analog Devices, Inc. (NASDAQ:ADI), GigOptix, Inc. (AMEX:GIG), TriQuint Semiconductor, Inc., RF Micro Devices Inc., QuickLogic Corporation (NASDAQ:QUIK), Pixelworks, Inc. (NASDAQ:PXLW), Pericom Semiconductor Corporation (NASDAQ:PSEM), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), M/A-COM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), Microsoft Corporation (NASDAQ:MSFT), MoSys, Inc. (NASDAQ:MOSY), Lantronix, Inc. (NASDAQ:LTRX), JDS Uniphase Corporation (NASDAQ:JDSU), International Rectifier Corpor, Intel Corporation (NASDAQ:INTC), Hittite Microwave Corporation, Finisar Corporation (NASDAQ:FNSR), Entropic Communications, Inc. (NASDAQ:ENTR), Ambarella, Inc. (NASDAQ:AMBA), SanDisk Corporation (NASDAQ:SNDK), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Microchip Technology Incorporated (NASDAQ:MCHP), Microsemi Corporation (NASDAQ:MSCC), Marvell Technology Group Ltd. (NASDAQ:MRVL), On Track Innovations Ltd (NASDAQ:OTIV), Western Digital Corporation (NASDAQ:WDC), Texas Instruments Incorporated (NASDAQ:TXN), Skyworks Solutions, Inc. (NASDAQ:SWKS), OmniVision Technologies, Inc. (NASDAQ:OVTI), Integrated Device Technology, Inc. (NASDAQ:IDTI), Semtech Corporation (NASDAQ:SMTC), Power Integrations, Inc. (NASDAQ:POWI), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Cirrus Logic, Inc. (NASDAQ:CRUS), Silicon Laboratories, Inc. (NASDAQ:SLAB), Atmel Corporation (NASDAQ:ATML), Xilinx, Inc. (NASDAQ:XLNX), ON Semiconductor Corporation (NASDAQ:ON), Fairchild Semiconductor International, Inc. (NASDAQ:FCS)
