Companies covered: QUALCOMM Incorporated (NASDAQ:QCOM), NXP Semiconductors N.V. (NASDAQ:NXPI), Broadcom Ltd (NASDAQ:AVGO), NVIDIA Corporation (NASDAQ:NVDA), Mellanox Technologies, Ltd. (NASDAQ:MLNX), ON Semiconductor Corporation (NASDAQ:ON), Quantenna Communications (NASDAQ:QTNA), Texas Instruments Incorporated (NASDAQ:TXN), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Analog Devices, Inc. (NASDAQ:ADI), Silicon Laboratories, Inc. (NASDAQ:SLAB), MaxLinear, Inc (NYSE:MXL), Comcast Corporation (NASDAQ:CMCSA), AT&T Inc. (NYSE:T), Telefonica SA (NYSE:TEF), Orange (NYSE:ORAN), Marvell Technology Group Ltd. (NASDAQ:MRVL), Ambarella, Inc. (NASDAQ:AMBA), Intel Corporation (NASDAQ:INTC), Verizon Communications Inc. (NYSE:VZ), Cypress Semiconductor Corporation (NASDAQ:CY), Alphabet Inc (NASDAQ:GOOG), Fitbit Inc (NYSE:FIT), Garmin Ltd. (NASDAQ:GRMN), DSP Group, Inc. (NASDAQ:DSPG), Pixelworks, Inc. (NASDAQ:PXLW), Alibaba Group Holding Limited (NYSE:BABA), Synaptics Incorporated (NASDAQ:SYNA), Aquantia Corp. (NYSE:AQ), Cree, Inc. (NASDAQ:CREE), Microchip Technology Incorporated (NASDAQ:MCHP), Micron Technology, Inc. (NASDAQ:MU), Skyworks Solutions, Inc. (NASDAQ:SWKS), Semtech Corporation (NASDAQ:SMTC), Tesla Motors, Inc. (NASDAQ:TSLA), Toyota Motor Corp Ltd Ord (NYSE:TM), Advanced Micro Devices, Inc. (NASDAQ:AMD), Lattice Semiconductor Corporation (NASDAQ:LSCC), Inphi Corporation (NYSE:IPHI), Samsung Electronics Co Ltd (KRX:005930), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), Nokia Corporation (NYSE:NOK), Xilinx, Inc. (NASDAQ:XLNX), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Microsoft Corporation (NASDAQ:MSFT), Sony Corp Ord (NYSE:SNE), Cray Inc (NASDAQ:CRAY), Uber Technologies (NYSE:UBER), Lyft (NASDAQ:LYFT), ASML Holding N.V. (NASDAQ:ASML), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Synopsys, Inc. (NASDAQ:SNPS), Cadence Design Systems, Inc. (NASDAQ:CDNS), Qorvo, Inc. (NASDAQ:QRVO), Lumentum Holdings Inc (NASDAQ:LITE), Cisco Systems, Inc. (NASDAQ:CSCO), Arista Networks, Inc. (NYSE:ANET), Facebook, Inc. (NASDAQ:FB), Cirrus Logic, Inc. (NASDAQ:CRUS), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Akoustis Technologies (NASDAQ:AKTS), Envision Solar International, Inc. (NASDAQ:EVSI), Lam Research Corporation (NASDAQ:LRCX)
