Companies covered: Inphi Corporation (NYSE:IPHI), Silicon Laboratories, Inc. (NASDAQ:SLAB), Power Integrations, Inc. (NASDAQ:POWI), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Texas Instruments Incorporated (NASDAQ:TXN), Analog Devices, Inc. (NASDAQ:ADI), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Advanced Micro Devices, Inc. (NASDAQ:AMD), Lattice Semiconductor Corporation (NASDAQ:LSCC), Intel Corporation (NASDAQ:INTC), Broadcom Ltd (NASDAQ:AVGO), NVIDIA Corporation (NASDAQ:NVDA), Xilinx, Inc. (NASDAQ:XLNX), Marvell Technology Group Ltd. (NASDAQ:MRVL), Microchip Technology Incorporated (NASDAQ:MCHP), Micron Technology, Inc. (NASDAQ:MU), Samsung Electronics Co Ltd (KRX:005930), Sony Corp Ord (NYSE:SNE), Microsoft Corporation (NASDAQ:MSFT), Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Dell Technologies (NYSE:DELL), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), LightPath Technologies, Inc. (NASDAQ:LPTH), Everspin Technologies Inc (NASDAQ:MRAM), II-VI Incorporated (NASDAQ:IIVI)
